The Oakleaf Group
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The Oakleaf Group Employees
Employee
Years
Job
Industry
Sophie Turrell Sophie Turrell's The Oakleaf Group Experience January 2012 - August 2012
Job Business Development at Palantir Technologies
Industry Computer Software
Experience
Palantir Technologies August 2014 - Present
The Oakleaf Group January 2012 - August 2012
Center for the Study of the Presidency and Congress May 2010 - July 2011
Berkeley Free Clinic May 2009 - May 2010
Bike and Build January 2008 - August 2008
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
University of California, Berkeley 2009 — 2010
Postbaccalaureate Pre-medical Program
Yale University 2005 — 2008
BA, Comparative Literature
Amherst College 2004 — 2005
BA candidate
Palantir Technologies August 2014 - Present
The Oakleaf Group January 2012 - August 2012
Center for the Study of the Presidency and Congress May 2010 - July 2011
Berkeley Free Clinic May 2009 - May 2010
Bike and Build January 2008 - August 2008
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
University of California, Berkeley 2009 — 2010
Postbaccalaureate Pre-medical Program
Yale University 2005 — 2008
BA, Comparative Literature
Amherst College 2004 — 2005
BA candidate
April Donovan April Donovan's The Oakleaf Group Experience December 2012 - Present
Job Senior Consultant
Industry Banking
Experience
The Oakleaf Group December 2012 - Present
Skills
Risk Management, Microsoft Office, Banking, Business Analysis, Loans, Customer Service, Microsoft Excel, Underwriting, Mortgage Banking, Financial Analysis, Analysis, Leadership, Credit, Finance, Mortgage Lending, Credit Analysis, Process Improvement
Education
Mary Baldwin College
The Oakleaf Group December 2012 - Present
Skills
Risk Management, Microsoft Office, Banking, Business Analysis, Loans, Customer Service, Microsoft Excel, Underwriting, Mortgage Banking, Financial Analysis, Analysis, Leadership, Credit, Finance, Mortgage Lending, Credit Analysis, Process Improvement
Education
Mary Baldwin College
Colin Rosen's The Oakleaf Group Experience May 2014 - September 2014
Job Student at University of Massachusetts, Amherst
Industry Mechanical or Industrial Engineering
Experience
PRO Unlimited July 2015 - Present
The Oakleaf Group May 2014 - September 2014
Franklin Dining Commons January 2014 - May 2014
Public Bar Co. May 2013 - August 2013
Kitty Oshea's May 2013 - August 2013
Skills
Java, HTML, Mechanical Engineering, Bartending, Waiting
Education
University of Massachusetts, Amherst 2012 — 2016
Bachelor of Science (B.S.), Mechanical Engineering
PRO Unlimited July 2015 - Present
The Oakleaf Group May 2014 - September 2014
Franklin Dining Commons January 2014 - May 2014
Public Bar Co. May 2013 - August 2013
Kitty Oshea's May 2013 - August 2013
Skills
Java, HTML, Mechanical Engineering, Bartending, Waiting
Education
University of Massachusetts, Amherst 2012 — 2016
Bachelor of Science (B.S.), Mechanical Engineering
Harris Asbeil Harris Asbeil's The Oakleaf Group Experience September 2014 - Present
Job Business Analyst at The Oakleaf Group
Industry Information Technology and Services
Experience
The Oakleaf Group September 2014 - Present
DSCI June 2012 - April 2014
ManTech January 2012 - April 2012
SAIC May 2011 - September 2011
2600th MI Group, US Army Reserves May 2008 - March 2011
SRC August 2007 - December 2010
L-3 National Security Solutions 2004 - 2007
US Army May 2005 - November 2006
SBI Technologies, Corp 2003 - 2004
Applied Quality Communications 2002 - 2003
Skills
DoD, Military, Intelligence Analysis, Intelligence, Army, Team Building, Homeland Security, Government, Computer Security, Security Clearance, Microsoft Office, Counterterrorism, Testing, Defense, Windows, Systems Engineering, Analysis, Requirements Analysis, Troubleshooting, Security, Top Secret, Government Contracting, National Security, Vulnerability Assessment, Military Leadership, Problem Solving, Technology Integration, Security+, Network+, CompTIA Security+
Education
American Military University 2009 — 2013
M.A., Homeland Security, 4.0
American Military University 2009 — 2011
Graduate Certificate, Terrorism Studies
Duke University 1973 — 1977
B.A., Sociology
The Oakleaf Group September 2014 - Present
DSCI June 2012 - April 2014
ManTech January 2012 - April 2012
SAIC May 2011 - September 2011
2600th MI Group, US Army Reserves May 2008 - March 2011
SRC August 2007 - December 2010
L-3 National Security Solutions 2004 - 2007
US Army May 2005 - November 2006
SBI Technologies, Corp 2003 - 2004
Applied Quality Communications 2002 - 2003
Skills
DoD, Military, Intelligence Analysis, Intelligence, Army, Team Building, Homeland Security, Government, Computer Security, Security Clearance, Microsoft Office, Counterterrorism, Testing, Defense, Windows, Systems Engineering, Analysis, Requirements Analysis, Troubleshooting, Security, Top Secret, Government Contracting, National Security, Vulnerability Assessment, Military Leadership, Problem Solving, Technology Integration, Security+, Network+, CompTIA Security+
Education
American Military University 2009 — 2013
M.A., Homeland Security, 4.0
American Military University 2009 — 2011
Graduate Certificate, Terrorism Studies
Duke University 1973 — 1977
B.A., Sociology
Leslie Tripp Leslie Tripp's The Oakleaf Group Experience February 2014 - May 2014
Job Director at The Hilltop Companies
Industry Financial Services
Experience
The Hilltop Companies August 2015 - Present
Garcia & Ortiz, PA - SBA Project January 2015 - August 2015
Navigant May 2014 - December 2014
Grove Street Investment, LLC September 2014 - October 2014
The Oakleaf Group February 2014 - May 2014
Deva & Associates, P.C. June 2011 - May 2014
Fannie Mae (Contractor) December 2012 - April 2013
Navigant Consulting November 2012 - December 2012
The Business Bank October 2009 - June 2011
Watkins Consulting, Inc September 2010 - October 2010
Skills
SBA, Financial Analysis, Loan Review, Loans, Mortgage Lending, Mortgage Banking, Credit, Loan Origination, Due Diligence, Credit Analysis, Loan Servicing, Loss Mitigation, Underwriting, Loan Compliance, Loan Auditing, Real Estate, Finance, Commercial Lending, Investments, Commercial Mortgages, Mortgage Manager, Small Business
Education
University of Massachusetts Dartmouth 1981 — 1985
BA Degree, Economics
Westport High
Westport High
The Hilltop Companies August 2015 - Present
Garcia & Ortiz, PA - SBA Project January 2015 - August 2015
Navigant May 2014 - December 2014
Grove Street Investment, LLC September 2014 - October 2014
The Oakleaf Group February 2014 - May 2014
Deva & Associates, P.C. June 2011 - May 2014
Fannie Mae (Contractor) December 2012 - April 2013
Navigant Consulting November 2012 - December 2012
The Business Bank October 2009 - June 2011
Watkins Consulting, Inc September 2010 - October 2010
Skills
SBA, Financial Analysis, Loan Review, Loans, Mortgage Lending, Mortgage Banking, Credit, Loan Origination, Due Diligence, Credit Analysis, Loan Servicing, Loss Mitigation, Underwriting, Loan Compliance, Loan Auditing, Real Estate, Finance, Commercial Lending, Investments, Commercial Mortgages, Mortgage Manager, Small Business
Education
University of Massachusetts Dartmouth 1981 — 1985
BA Degree, Economics
Westport High
Westport High
Chelsee Lisbon's The Oakleaf Group Experience March 2015 - Present
Job Independent Consultant at The Oakleaf Group
Industry Management Consulting
Experience
The Oakleaf Group March 2015 - Present
Navigant June 2012 - December 2014
District of Columbia Government June 2009 - March 2012
Office of Management and Budget April 2006 - May 2009
World Health Organization October 2006 - July 2007
Columbia University April 2001 - September 2006
TIAA-CREF April 1999 - March 2001
Wells Fargo Capital Finance September 1997 - January 1999
Skills
Policy Analysis, Government, Research, Policy, Program Evaluation, Data Analysis, Public Administration, Budgets, Management, Microsoft Office, Non-profits, PowerPoint, Public Policy, Public Speaking, Qualitative Research, Strategic Planning, Fundraising, Nonprofits
Education
INSTITUT d'ETUDES POLITIQUES de PARIS, Sciences Po 2006 — 2007
MPA, Risk Governance
Columbia University - School of International and Public Affairs 2005 — 2007
MPA, International Financial Policy
Colgate University 1993 — 1997
BA, Education
The Oakleaf Group March 2015 - Present
Navigant June 2012 - December 2014
District of Columbia Government June 2009 - March 2012
Office of Management and Budget April 2006 - May 2009
World Health Organization October 2006 - July 2007
Columbia University April 2001 - September 2006
TIAA-CREF April 1999 - March 2001
Wells Fargo Capital Finance September 1997 - January 1999
Skills
Policy Analysis, Government, Research, Policy, Program Evaluation, Data Analysis, Public Administration, Budgets, Management, Microsoft Office, Non-profits, PowerPoint, Public Policy, Public Speaking, Qualitative Research, Strategic Planning, Fundraising, Nonprofits
Education
INSTITUT d'ETUDES POLITIQUES de PARIS, Sciences Po 2006 — 2007
MPA, Risk Governance
Columbia University - School of International and Public Affairs 2005 — 2007
MPA, International Financial Policy
Colgate University 1993 — 1997
BA, Education
Jacqueline Brogdon Jacqueline Brogdon's The Oakleaf Group Experience March 2015 - Present
Job Business Analyst
Industry Financial Services
Experience
The Oakleaf Group March 2015 - Present
Treliant Risk Advisors November 2014 - Present
Ernest Maier, Inc March 2014 - November 2014
Freddie Mac October 2012 - July 2013
Wells Fargo Capital Finance (Aerotek) May 2012 - October 2012
Fannie Mae (Aerotek) August 2011 - May 2012
JPMorgan Chase February 2011 - June 2011
JPMorgan Chase (Assurant) August 2009 - September 2010
Palmetto Mortgage Company June 2005 - September 2007
Skills
Technical Support, Mortgage Servicing, Mortgage Banking, Document Review, Hazard Analysis, Computer Science, Financial Analysis, Microsoft SQL Server, Microsoft Excel, Office Management, Data Entry, Customer Support, Call Centers, Loan Servicing, Customer Service, Software Documentation, Real Estate, Loss Mitigation, FHA, Banking, Mortgage Lending, Refinance, Loans
Education
American Public University System 2012 — 2014
Bachelor of Science (BS), Clinical Psychology
Francis Marion University 2010 — 2011
Bachelor in Science, Psychology
Florence-Darlington Technical College 2007 — 2011
none, Physical Therapy/Therapist
The Oakleaf Group March 2015 - Present
Treliant Risk Advisors November 2014 - Present
Ernest Maier, Inc March 2014 - November 2014
Freddie Mac October 2012 - July 2013
Wells Fargo Capital Finance (Aerotek) May 2012 - October 2012
Fannie Mae (Aerotek) August 2011 - May 2012
JPMorgan Chase February 2011 - June 2011
JPMorgan Chase (Assurant) August 2009 - September 2010
Palmetto Mortgage Company June 2005 - September 2007
Skills
Technical Support, Mortgage Servicing, Mortgage Banking, Document Review, Hazard Analysis, Computer Science, Financial Analysis, Microsoft SQL Server, Microsoft Excel, Office Management, Data Entry, Customer Support, Call Centers, Loan Servicing, Customer Service, Software Documentation, Real Estate, Loss Mitigation, FHA, Banking, Mortgage Lending, Refinance, Loans
Education
American Public University System 2012 — 2014
Bachelor of Science (BS), Clinical Psychology
Francis Marion University 2010 — 2011
Bachelor in Science, Psychology
Florence-Darlington Technical College 2007 — 2011
none, Physical Therapy/Therapist
Robert Bruce Robert Bruce's The Oakleaf Group Experience June 2014 - Present
Job Senior Manager Talent Aquisition & HR at The Oakleaf Group
Industry Information Technology and Services
Experience
The Oakleaf Group June 2014 - Present
Kinetix Technology November 2013 - March 2014
Optimal Solutions & Technologies (OST, Inc.) October 2008 - June 2013
Robert Half International February 2008 - October 2008
Robert Half International December 2002 - September 2007
eRoom Technology January 1999 - December 2001
National Immigration Forum March 1997 - December 1998
Skills
Government, Technical Recruiting, Talent Acquisition, Applicant Tracking..., Sourcing, Resource Management, Team Leadership, Team Building, Full-cycle Recruiting, Interviewing, Hiring, Recruitment/Retention, Process Improvement, Mentoring, Executive Search, Contract Negotiations, Budget Management, Human Capital Management, Employee Relations, Business Strategy, Budgeting, Strategic Planning, Talent Management, Human Relations, HR Policies, HR Solutions, HR Strategy, Human Resources, Training Delivery, Hands-on Training, Corporate Recruiting, College Recruiting, Budgets, People Skills, Recruiting, Employee Training, Personnel Management, Interviews, Training, SDLC, Job Fairs, HRIS, Temporary Placement, Screening, Leadership, Internet Recruiting, Benefits Negotiation, Contract Negotiation, Onboarding, Contract Recruitment
Education
Christopher Newport University 1988 — 1992
BS
East Carolina University 1987 — 1988
none
Poquoson High
The Oakleaf Group June 2014 - Present
Kinetix Technology November 2013 - March 2014
Optimal Solutions & Technologies (OST, Inc.) October 2008 - June 2013
Robert Half International February 2008 - October 2008
Robert Half International December 2002 - September 2007
eRoom Technology January 1999 - December 2001
National Immigration Forum March 1997 - December 1998
Skills
Government, Technical Recruiting, Talent Acquisition, Applicant Tracking..., Sourcing, Resource Management, Team Leadership, Team Building, Full-cycle Recruiting, Interviewing, Hiring, Recruitment/Retention, Process Improvement, Mentoring, Executive Search, Contract Negotiations, Budget Management, Human Capital Management, Employee Relations, Business Strategy, Budgeting, Strategic Planning, Talent Management, Human Relations, HR Policies, HR Solutions, HR Strategy, Human Resources, Training Delivery, Hands-on Training, Corporate Recruiting, College Recruiting, Budgets, People Skills, Recruiting, Employee Training, Personnel Management, Interviews, Training, SDLC, Job Fairs, HRIS, Temporary Placement, Screening, Leadership, Internet Recruiting, Benefits Negotiation, Contract Negotiation, Onboarding, Contract Recruitment
Education
Christopher Newport University 1988 — 1992
BS
East Carolina University 1987 — 1988
none
Poquoson High
Britany Finnegan Britany Finnegan's The Oakleaf Group Experience June 2015 - Present
Job Mortgage Fraud Specialist II/Certified Fraud Examiner
Industry Banking
Experience
The Oakleaf Group June 2015 - Present
Capital One January 2012 - Present
Digital Risk September 2009 - October 2011
JPMorgan Chase September 2007 - September 2009
Pinnacle Financial Corporation October 2005 - September 2007
New Horizons Mortgage Group August 2004 - October 2005
Skills
Mortgage Fraud..., Mortgage Underwriting, Team Coach, Team Lead, Mortgage Loan Processing, Subprime Mortgage..., Conventional Mortgage..., FNMA Mortgage..., Forensic Mortgage..., Mortgage Software..., Mortgage Software..., Mortgage Underwriting..., Mortgage Lending, Coaching, Financial Risk, Underwriting, Credit, Loan Origination, Loans, Analysis, Fraud, Management, Loan Servicing, Residential Mortgages, Auditing, Internal Audit, Team Leadership
Education
Association Of Certified Fraud Examiners
Certified Fraud Examiner (CFE)
Kennedy Western University 2004 — 2006
Bachelors of Science, Business Administration
Lehigh Carbon Community College
A.S. Associates Degree, Business Administration
The Oakleaf Group June 2015 - Present
Capital One January 2012 - Present
Digital Risk September 2009 - October 2011
JPMorgan Chase September 2007 - September 2009
Pinnacle Financial Corporation October 2005 - September 2007
New Horizons Mortgage Group August 2004 - October 2005
Skills
Mortgage Fraud..., Mortgage Underwriting, Team Coach, Team Lead, Mortgage Loan Processing, Subprime Mortgage..., Conventional Mortgage..., FNMA Mortgage..., Forensic Mortgage..., Mortgage Software..., Mortgage Software..., Mortgage Underwriting..., Mortgage Lending, Coaching, Financial Risk, Underwriting, Credit, Loan Origination, Loans, Analysis, Fraud, Management, Loan Servicing, Residential Mortgages, Auditing, Internal Audit, Team Leadership
Education
Association Of Certified Fraud Examiners
Certified Fraud Examiner (CFE)
Kennedy Western University 2004 — 2006
Bachelors of Science, Business Administration
Lehigh Carbon Community College
A.S. Associates Degree, Business Administration
Zhengjian Song Zhengjian Song's The Oakleaf Group Experience August 2014 - Present
Job Consulat The Oakleaf Group
Industry Financial Services
Experience
The Oakleaf Group August 2014 - Present
Dalian Northern Futures Inc July 2012 - September 2012
Standard Chartered Bank June 2012 - September 2012
Skills
R, Data Mining, Statistical Modeling, Java, C++, Python, Matlab, SAS, Stata, Hadoop, SQL
Education
The University of Chicago 2012 — 2014
Master of Science (MS), Statistics
Peking University 2008 — 2012
Bachelor of Science (BS), Computer Science
The Oakleaf Group August 2014 - Present
Dalian Northern Futures Inc July 2012 - September 2012
Standard Chartered Bank June 2012 - September 2012
Skills
R, Data Mining, Statistical Modeling, Java, C++, Python, Matlab, SAS, Stata, Hadoop, SQL
Education
The University of Chicago 2012 — 2014
Master of Science (MS), Statistics
Peking University 2008 — 2012
Bachelor of Science (BS), Computer Science
Trevor Jacka Trevor Jacka's The Oakleaf Group Experience September 2011 - May 2014
Job Senior Financial Analyst at Federal Deposit Insurance Corporation
Industry Financial Services
Experience
Federal Deposit Insurance Corporation September 2014 - Present
RiskSpan May 2014 - August 2014
The Oakleaf Group September 2011 - May 2014
Federal Deposit Insurance Corporation May 2009 - August 2011
Russell Investments May 2008 - May 2009
Skills
Financial Modeling, Valuation, Asset Managment, Risk Management, Business Intelligence, Market Research, Portfolio Management, Management Consulting, Data Analysis, Financial Reporting, Bloomberg, Process Improvement, Access, Business Process..., Statistics, Internal Controls, Analytics, Capital Markets, Financial Analysis, Credit, Credit Analysis, Financial Risk, Analysis
Education
Pacific Lutheran University - School of Business 2003 — 2008
BA, Economics and Finance
Pacific Lutheran University 2003 — 2007
Bachelor's Degree, Finance/Economics
Federal Deposit Insurance Corporation September 2014 - Present
RiskSpan May 2014 - August 2014
The Oakleaf Group September 2011 - May 2014
Federal Deposit Insurance Corporation May 2009 - August 2011
Russell Investments May 2008 - May 2009
Skills
Financial Modeling, Valuation, Asset Managment, Risk Management, Business Intelligence, Market Research, Portfolio Management, Management Consulting, Data Analysis, Financial Reporting, Bloomberg, Process Improvement, Access, Business Process..., Statistics, Internal Controls, Analytics, Capital Markets, Financial Analysis, Credit, Credit Analysis, Financial Risk, Analysis
Education
Pacific Lutheran University - School of Business 2003 — 2008
BA, Economics and Finance
Pacific Lutheran University 2003 — 2007
Bachelor's Degree, Finance/Economics
Sirin Bulakul ☁'s The Oakleaf Group Experience January 2012 - August 2015
Job MBA Candidate at MIT Sloan School of Management
Industry Information Technology and Services
Experience
MIT Sloan School of Management August 2015 - Present
Axiom Equestrian, LLC January 2012 - Present
The Oakleaf Group January 2012 - August 2015
Central Park Group, LLC October 2010 - January 2012
Morgan Stanley June 2009 - August 2009
Charoen Pokphand Foods Public Company Limited (CPF) June 2008 - August 2008
Skills
Strategy, Valuation, Strategic Consulting, Management Consulting, Salesforce.com, Business Strategy, Entrepreneurship, Analysis, Due Diligence, Financial Analysis, Financial Modeling, Private Equity, Hedge Funds, Alternative Investments, Risk Management, Portfolio Management, Leadership, Strategic Planning
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (MBA)
The Johns Hopkins University 2006 — 2010
BA, Economics; Minors in Mathematics and Entrepreneurship & Management
The Hotchkiss School 2002 — 2006
High School Diploma
Bangkok Patana School
MIT Sloan School of Management August 2015 - Present
Axiom Equestrian, LLC January 2012 - Present
The Oakleaf Group January 2012 - August 2015
Central Park Group, LLC October 2010 - January 2012
Morgan Stanley June 2009 - August 2009
Charoen Pokphand Foods Public Company Limited (CPF) June 2008 - August 2008
Skills
Strategy, Valuation, Strategic Consulting, Management Consulting, Salesforce.com, Business Strategy, Entrepreneurship, Analysis, Due Diligence, Financial Analysis, Financial Modeling, Private Equity, Hedge Funds, Alternative Investments, Risk Management, Portfolio Management, Leadership, Strategic Planning
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (MBA)
The Johns Hopkins University 2006 — 2010
BA, Economics; Minors in Mathematics and Entrepreneurship & Management
The Hotchkiss School 2002 — 2006
High School Diploma
Bangkok Patana School
Lily Baybordi's The Oakleaf Group Experience 2014 - Present
Job Sr. Consultant at Grove Street Investments, LLC
Industry Financial Services
Experience
The Oakleaf Group 2014 - Present
Treliant Risk Advisors February 2011 - Present
Grove Street Investments, LLC 2014 - 2014
The Business Bank 2011 - 2014
NIH Federal Credit Union October 2009 - February 2011
Nations Funding Inc. November 1999 - June 2009
Telnet Financial Corporation August 1996 - October 1999
Skills
Loans, Mortgage Lending, Banking, Loan Origination, Credit, Management, Credit Analysis, Commercial Lending, CRM, FHA, Refinance, Consumer Lending, USDA, VA loans, Residential Mortgages, Commercial Banking, Finance, Financial Risk, VA Loans
Education
Other 1984 — 1986
M.S.,, Psychology
University of Maryland College Park 1978 — 1981
Bachelor of Science, Psychology
The Oakleaf Group 2014 - Present
Treliant Risk Advisors February 2011 - Present
Grove Street Investments, LLC 2014 - 2014
The Business Bank 2011 - 2014
NIH Federal Credit Union October 2009 - February 2011
Nations Funding Inc. November 1999 - June 2009
Telnet Financial Corporation August 1996 - October 1999
Skills
Loans, Mortgage Lending, Banking, Loan Origination, Credit, Management, Credit Analysis, Commercial Lending, CRM, FHA, Refinance, Consumer Lending, USDA, VA loans, Residential Mortgages, Commercial Banking, Finance, Financial Risk, VA Loans
Education
Other 1984 — 1986
M.S.,, Psychology
University of Maryland College Park 1978 — 1981
Bachelor of Science, Psychology
shu chen's The Oakleaf Group Experience September 2013 - November 2014
Job Junior Economist at CoreLogic
Industry Financial Services
Experience
CoreLogic November 2014 - Present
The Oakleaf Group September 2013 - November 2014
BAE Systems October 2011 - August 2013
SNL Financial June 2010 - August 2010
Center for Advanced Study of Teaching and Learning, University of Virginia February 2010 - May 2010
Skills
SAS, Data Mining, R, SQL, SPSS, Data Analysis, Statistics, Microsoft Office, Mathematical Modeling, Matlab, Time Series Analysis, Real Estate Economics, Databases, C++
Education
University of Virginia 2009 — 2011
MS, statistics
Fuzhou University 2005 — 2009
BS, Mathematics and Computer Science
CoreLogic November 2014 - Present
The Oakleaf Group September 2013 - November 2014
BAE Systems October 2011 - August 2013
SNL Financial June 2010 - August 2010
Center for Advanced Study of Teaching and Learning, University of Virginia February 2010 - May 2010
Skills
SAS, Data Mining, R, SQL, SPSS, Data Analysis, Statistics, Microsoft Office, Mathematical Modeling, Matlab, Time Series Analysis, Real Estate Economics, Databases, C++
Education
University of Virginia 2009 — 2011
MS, statistics
Fuzhou University 2005 — 2009
BS, Mathematics and Computer Science
Matthew Douthit Matthew Douthit's The Oakleaf Group Experience June 2010 - August 2012
Job Large Bank Supervision at Office of the Comptroller of the Currency
Industry Financial Services
Experience
Office of the Comptroller of the Currency September 2012 - Present
The Oakleaf Group June 2010 - August 2012
Mortgage Harmony September 2008 - August 2012
Duff & Phelps November 2009 - June 2010
Mortgage Harmony 2009 - 2010
Huron Consulting Group May 2009 - November 2009
Newbold Advisors May 2007 - May 2009
Fannie Mae 2001 - 2007
Skills
Capital Markets, Financial Risk, Credit Risk, Portfolio Management, Valuation, Credit, Banking, Structured Finance, Loans, Finance, Mortgage Lending, Financial Services
Education
American University - Kogod School of Business 1987 — 1990
MS, Finance
University of Delaware - Lerner College of Business and Economics 1977 — 1981
BA, Economics & Political Science
Office of the Comptroller of the Currency September 2012 - Present
The Oakleaf Group June 2010 - August 2012
Mortgage Harmony September 2008 - August 2012
Duff & Phelps November 2009 - June 2010
Mortgage Harmony 2009 - 2010
Huron Consulting Group May 2009 - November 2009
Newbold Advisors May 2007 - May 2009
Fannie Mae 2001 - 2007
Skills
Capital Markets, Financial Risk, Credit Risk, Portfolio Management, Valuation, Credit, Banking, Structured Finance, Loans, Finance, Mortgage Lending, Financial Services
Education
American University - Kogod School of Business 1987 — 1990
MS, Finance
University of Delaware - Lerner College of Business and Economics 1977 — 1981
BA, Economics & Political Science
William Barr William Barr's The Oakleaf Group Experience August 2010 - September 2011
Job Risk Management Consultant
Industry Capital Markets
Experience
Client - State Street Bank February 2014 - Present
Client - Wells Fargo Corporate Risk October 2012 - January 2014
FDIC September 2011 - October 2012
The Oakleaf Group August 2010 - September 2011
Crispin Wolcott & Company November 2009 - August 2010
Wells Capital Management November 2007 - November 2009
Columbia Management February 2005 - November 2007
South Financial Asset Management, Inc. August 2002 - July 2004
Zurich Scudder Investments April 2001 - April 2002
William A. Barr & Company 1996 - 2000
Skills
Fixed Income, Risk Management, Investments, Trading, Capital Markets, Securities, Derivatives, Options, VBA, Financial Modeling, Quantitative Analysis, Credit Risk, Credit, Valuation, Financial Markets, Performance Attribution, Hedging, Economic Capital, Counterparty Risk, Basel II, Basel III, Dodd-Frank, Consulting, Quantitative Analytics, Financial Analysis, Equities, Financial Risk
Education
University of Chicago 1999 — 2000
MS, Financial Mathematics
Claremont McKenna College
BA, Economics
London School of Economics and Political Science
MSc, Economics
University of Chicago
MBA, Finance
Client - State Street Bank February 2014 - Present
Client - Wells Fargo Corporate Risk October 2012 - January 2014
FDIC September 2011 - October 2012
The Oakleaf Group August 2010 - September 2011
Crispin Wolcott & Company November 2009 - August 2010
Wells Capital Management November 2007 - November 2009
Columbia Management February 2005 - November 2007
South Financial Asset Management, Inc. August 2002 - July 2004
Zurich Scudder Investments April 2001 - April 2002
William A. Barr & Company 1996 - 2000
Skills
Fixed Income, Risk Management, Investments, Trading, Capital Markets, Securities, Derivatives, Options, VBA, Financial Modeling, Quantitative Analysis, Credit Risk, Credit, Valuation, Financial Markets, Performance Attribution, Hedging, Economic Capital, Counterparty Risk, Basel II, Basel III, Dodd-Frank, Consulting, Quantitative Analytics, Financial Analysis, Equities, Financial Risk
Education
University of Chicago 1999 — 2000
MS, Financial Mathematics
Claremont McKenna College
BA, Economics
London School of Economics and Political Science
MSc, Economics
University of Chicago
MBA, Finance
Fifi Hassan, MBA Fifi Hassan, MBA's The Oakleaf Group Experience March 2015 - Present
Job Senior Consultant
Industry Financial Services
Experience
The Oakleaf Group March 2015 - Present
E*TRADE Financial Corporation July 2014 - February 2015
The Oakleaf Group October 2012 - September 2013
Bank of America August 2012 - November 2012
PHH Mortgage October 2011 - August 2012
Capital One November 2010 - October 2011
Freddie Mac January 2010 - October 2010
Wells Fargo June 2009 - December 2009
MVM, Inc. January 2009 - June 2009
Wachovia Bank August 2003 - December 2008
Skills
Credit, Mortgage Lending, Loans, Loan Origination, Finance, Residential Mortgages, Credit Analysis, Underwriting, Mortgage Underwriting, Financial Risk, Credit Risk, Portfolio Management, Loss Mitigation, Leadership, Banking, Loan Servicing, Financial Services, Mortgage Banking, Refinance, Due Diligence, Funding, Process Improvement, FHA, Real Estate, Accounting, Consumer Lending, Risk Management, Mortgage Servicing, Financial Analysis, Auditing, Insurance, FHA financing, USDA, Reverse Mortgages, Commercial Lending, Analysis, Investments, VA Loans, Automated Underwriting..., Manual Underwriting
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master of Business Administration (M.B.A.), Finance
The Oakleaf Group March 2015 - Present
E*TRADE Financial Corporation July 2014 - February 2015
The Oakleaf Group October 2012 - September 2013
Bank of America August 2012 - November 2012
PHH Mortgage October 2011 - August 2012
Capital One November 2010 - October 2011
Freddie Mac January 2010 - October 2010
Wells Fargo June 2009 - December 2009
MVM, Inc. January 2009 - June 2009
Wachovia Bank August 2003 - December 2008
Skills
Credit, Mortgage Lending, Loans, Loan Origination, Finance, Residential Mortgages, Credit Analysis, Underwriting, Mortgage Underwriting, Financial Risk, Credit Risk, Portfolio Management, Loss Mitigation, Leadership, Banking, Loan Servicing, Financial Services, Mortgage Banking, Refinance, Due Diligence, Funding, Process Improvement, FHA, Real Estate, Accounting, Consumer Lending, Risk Management, Mortgage Servicing, Financial Analysis, Auditing, Insurance, FHA financing, USDA, Reverse Mortgages, Commercial Lending, Analysis, Investments, VA Loans, Automated Underwriting..., Manual Underwriting
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master of Business Administration (M.B.A.), Finance
April (Adelson) Marshall April (Adelson) Marshall's The Oakleaf Group Experience April 2010 - June 2010
Job Senior Talent Acquisition/Sourcing Specialist
Industry Human Resources
Experience
Wilson Technologies Inc August 2015 - Present
Dixon Hughes Goodman LLP November 2014 - July 2015
Fannie Mae December 2012 - November 2014
BlueAlly August 2012 - October 2012
SPARKS IT Solutions May 2012 - August 2012
Freddie Mac August 2010 - May 2012
3eTI/EF Johnson Technologies June 2010 - August 2010
The Oakleaf Group April 2010 - June 2010
Dynamics Research Corporation/KADIX Systems March 2010 - April 2010
The Oakleaf Group April 2009 - January 2010
Skills
Recruiting, Technical Recruiting, Executive Search, Information Technology, Applicant Tracking..., Talent Acquisition, Sourcing, Internet Recruiting, Staff Augmentation, Interviews, Consulting, Contract Recruitment
Education
Sweet Briar College 1982 — 1986
BA, Anthropology/Sociology
American University
Washington Semester Program/USIA Intern
University of New Orleans/Innsbruck Austria
Communications
Wilson Technologies Inc August 2015 - Present
Dixon Hughes Goodman LLP November 2014 - July 2015
Fannie Mae December 2012 - November 2014
BlueAlly August 2012 - October 2012
SPARKS IT Solutions May 2012 - August 2012
Freddie Mac August 2010 - May 2012
3eTI/EF Johnson Technologies June 2010 - August 2010
The Oakleaf Group April 2010 - June 2010
Dynamics Research Corporation/KADIX Systems March 2010 - April 2010
The Oakleaf Group April 2009 - January 2010
Skills
Recruiting, Technical Recruiting, Executive Search, Information Technology, Applicant Tracking..., Talent Acquisition, Sourcing, Internet Recruiting, Staff Augmentation, Interviews, Consulting, Contract Recruitment
Education
Sweet Briar College 1982 — 1986
BA, Anthropology/Sociology
American University
Washington Semester Program/USIA Intern
University of New Orleans/Innsbruck Austria
Communications
Vinod Panicker Vinod Panicker's The Oakleaf Group Experience 2013 - Present
Job VP of Client Delivery and Solutions Development at The Oakleaf Group
Industry Financial Services
Experience
The Oakleaf Group 2013 - Present
Primatics Financial 2008 - 2013
Freddie Mac 2006 - 2008
PricewaterhouseCoopers 2005 - 2006
Unisys Corporation 1996 - 2005
Skills
IT Strategy, Fixed Income, Business Analysis, Financial Modeling
Education
Arizona State University
MSE
Cornell University - Johnson Graduate School of Management
MBA
The Oakleaf Group 2013 - Present
Primatics Financial 2008 - 2013
Freddie Mac 2006 - 2008
PricewaterhouseCoopers 2005 - 2006
Unisys Corporation 1996 - 2005
Skills
IT Strategy, Fixed Income, Business Analysis, Financial Modeling
Education
Arizona State University
MSE
Cornell University - Johnson Graduate School of Management
MBA
Jason Kuhlman, CFA, CQF Jason Kuhlman, CFA, CQF's The Oakleaf Group Experience September 2009 - March 2010
Job VP, Discretionary Capital Group at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets August 2015 - Present
Fannie Mae March 2012 - Present
Fannie Mae September 2009 - April 2012
The Oakleaf Group September 2009 - March 2010
Standard & Poor's December 2007 - September 2009
Systems Planning and Analysis May 2003 - December 2007
Skills
Quantitative Analytics, Monte Carlo Simulation, VBA, SAS, Financial Modeling, Stochastic Processes, Derivatives, Fixed Income, SQL, Interest Rate Risk..., Market Risk, Fixed Income Portfolio..., R, Matlab, Interest Rate...
Education
University of Virginia 2006 — 2007
M. Eng., Systems Engineering
Cornell University 1998 — 2002
B.S., Operations Research and Industrial Engineering
Thomas Jefferson High School for Science and Technology 1994 — 1998
RBC Capital Markets August 2015 - Present
Fannie Mae March 2012 - Present
Fannie Mae September 2009 - April 2012
The Oakleaf Group September 2009 - March 2010
Standard & Poor's December 2007 - September 2009
Systems Planning and Analysis May 2003 - December 2007
Skills
Quantitative Analytics, Monte Carlo Simulation, VBA, SAS, Financial Modeling, Stochastic Processes, Derivatives, Fixed Income, SQL, Interest Rate Risk..., Market Risk, Fixed Income Portfolio..., R, Matlab, Interest Rate...
Education
University of Virginia 2006 — 2007
M. Eng., Systems Engineering
Cornell University 1998 — 2002
B.S., Operations Research and Industrial Engineering
Thomas Jefferson High School for Science and Technology 1994 — 1998
John G Kruszewski, MBA's The Oakleaf Group Experience November 2013 - November 2014
Job Seeking new opportunities to apply operations expertise to projects and technology.
Industry Financial Services
Experience
The Oakleaf Group November 2013 - November 2014
Sycamore Ridge Homeowners Association (SRHOA) January 1998 - December 2013
Anvil Group LLC September 2008 - October 2013
KPMG LLP May 1999 - July 2008
Project Management October 1997 - April 1999
Freddie Mac August 1994 - September 1997
Coopers & Lybrand 1989 - 1994
Skills
Operations Management, Real Estate Finance, Cross-functional Team..., Integration, Mortgage Banking, Real Estate Economics, Building Coalitions, Business Intelligence, Strategic Planning, Financial Analysis, Risk Management, Program Management, Financial Risk, Portfolio Management, Process Improvement, Securitization, Analysis, Banking, Mergers, Loans, Mergers & Acquisitions, Business Process, Leadership, Analytics, Management, Forecasting, Financial Services, Accounting, Financial Modeling, Mortgage Lending, Financial Structuring
Education
Drexel University
BS, Computer Systems & Operations Management
George Mason University - School of Business
MBA, Management & Finance
University of Oxford
Kellog Institute - Leadership Certificate Program, International Business, Trade & Management
The Oakleaf Group November 2013 - November 2014
Sycamore Ridge Homeowners Association (SRHOA) January 1998 - December 2013
Anvil Group LLC September 2008 - October 2013
KPMG LLP May 1999 - July 2008
Project Management October 1997 - April 1999
Freddie Mac August 1994 - September 1997
Coopers & Lybrand 1989 - 1994
Skills
Operations Management, Real Estate Finance, Cross-functional Team..., Integration, Mortgage Banking, Real Estate Economics, Building Coalitions, Business Intelligence, Strategic Planning, Financial Analysis, Risk Management, Program Management, Financial Risk, Portfolio Management, Process Improvement, Securitization, Analysis, Banking, Mergers, Loans, Mergers & Acquisitions, Business Process, Leadership, Analytics, Management, Forecasting, Financial Services, Accounting, Financial Modeling, Mortgage Lending, Financial Structuring
Education
Drexel University
BS, Computer Systems & Operations Management
George Mason University - School of Business
MBA, Management & Finance
University of Oxford
Kellog Institute - Leadership Certificate Program, International Business, Trade & Management
Ponmile Oloyede, PhD's The Oakleaf Group Experience May 2013 - July 2013
Job Vice President, CCAR Modeling & Analytics, JPMorgan Chase
Industry Financial Services
Experience
The Oakleaf Group May 2013 - July 2013
Gunnison Consulting Group October 2010 - April 2013
VTSI Inc (Subcontractor, Gunnison Consulting Group) March 2010 - September 2010
Eckstream Analytics January 2009 - March 2010
New Jersey Institute of Technology October 2007 - December 2008
Skills
SAS, R, Statistics, Data Mining, Matlab, Computational Chemistry, Python, Monte Carlo Simulation, SAS Certified Base..., Data Analysis, Time Series Analysis, Unix, Bioinformatics, Algorithms, Fortran, Octave, Research, Programming, Conversational Japanese, Mathematical Modeling, Statistical Modeling, Quantum Chemistry, Physical Chemistry, French, Scientific Writing, Machine Learning, SAS Certified Advanced..., Financial Risk..., Mortgage Lending, Credit Risk, LGD, CCAR, Predictive Analytics, Predictive Modeling, SAS programming, VBA, Quantitative Analytics, Big Data, SAS Programming
Education
総合研究大学院大学
Ph.D, Theoretical Chemistry (Functional Molecular Science)
The Johns Hopkins University
Applied & Computational Mathematics
University of Mississippi
MS, Physics
Bowling Green State University
MS, Chemistry
Michigan State University
University of Lagos
BSc, Chemical Engineering
Coursera
Coursera
The Oakleaf Group May 2013 - July 2013
Gunnison Consulting Group October 2010 - April 2013
VTSI Inc (Subcontractor, Gunnison Consulting Group) March 2010 - September 2010
Eckstream Analytics January 2009 - March 2010
New Jersey Institute of Technology October 2007 - December 2008
Skills
SAS, R, Statistics, Data Mining, Matlab, Computational Chemistry, Python, Monte Carlo Simulation, SAS Certified Base..., Data Analysis, Time Series Analysis, Unix, Bioinformatics, Algorithms, Fortran, Octave, Research, Programming, Conversational Japanese, Mathematical Modeling, Statistical Modeling, Quantum Chemistry, Physical Chemistry, French, Scientific Writing, Machine Learning, SAS Certified Advanced..., Financial Risk..., Mortgage Lending, Credit Risk, LGD, CCAR, Predictive Analytics, Predictive Modeling, SAS programming, VBA, Quantitative Analytics, Big Data, SAS Programming
Education
総合研究大学院大学
Ph.D, Theoretical Chemistry (Functional Molecular Science)
The Johns Hopkins University
Applied & Computational Mathematics
University of Mississippi
MS, Physics
Bowling Green State University
MS, Chemistry
Michigan State University
University of Lagos
BSc, Chemical Engineering
Coursera
Coursera
Udit Mahensaria, CISA,'s The Oakleaf Group Experience August 2009 - Present
Job Team Lead at The Oakleaf Group
Industry Information Technology and Services
Experience
The Oakleaf Group August 2009 - Present
Pricewaterhouse Coopers December 2006 - August 2009
Deloitte & Touche August 2005 - December 2006
Wachovia Corp July 2004 - July 2005
Chase June 2003 - May 2004
Motorola January 2000 - June 2002
Skills
Analysis, Business Analysis, Business Process, SAS, SDLC, Project Management, Data Analysis, Testing, Strategy, Oracle, SQL, Agile Methodologies, Enterprise Software, Business Process...
Education
University of Delaware 2002 — 2004
MS, Operations Research
Illinois Institute of Technology 1997 — 2000
BS, Computer Science
Naparima College 1990 — 1997
Cambridge A-Levels
The Oakleaf Group August 2009 - Present
Pricewaterhouse Coopers December 2006 - August 2009
Deloitte & Touche August 2005 - December 2006
Wachovia Corp July 2004 - July 2005
Chase June 2003 - May 2004
Motorola January 2000 - June 2002
Skills
Analysis, Business Analysis, Business Process, SAS, SDLC, Project Management, Data Analysis, Testing, Strategy, Oracle, SQL, Agile Methodologies, Enterprise Software, Business Process...
Education
University of Delaware 2002 — 2004
MS, Operations Research
Illinois Institute of Technology 1997 — 2000
BS, Computer Science
Naparima College 1990 — 1997
Cambridge A-Levels
Morris Mitler's The Oakleaf Group Experience 2012 - Present
Job Consultant at The Oakleaf Group
Industry Financial Services
Experience
The Oakleaf Group 2012 - Present
PCAOB 2009 - 2011
US Department of Housing and Urban Development 2005 - 2006
Skills
Financial Modeling, Financial Analysis, Capital Markets, Valuation, Portfolio Management, Corporate Finance, Bloomberg, Economics, Credit Risk, Fixed Income, Financial Reporting, SAS, Finance, Data Analysis, Econometrics
Education
The George Washington University - School of Business 2008 — 2012
PhD, Finance
The George Washington University - School of Business 2006 — 2008
MS, Finance
The George Washington University 2004 — 2006
MA, Economics
University of San Diego 2001 — 2004
BA, Economics
The Oakleaf Group 2012 - Present
PCAOB 2009 - 2011
US Department of Housing and Urban Development 2005 - 2006
Skills
Financial Modeling, Financial Analysis, Capital Markets, Valuation, Portfolio Management, Corporate Finance, Bloomberg, Economics, Credit Risk, Fixed Income, Financial Reporting, SAS, Finance, Data Analysis, Econometrics
Education
The George Washington University - School of Business 2008 — 2012
PhD, Finance
The George Washington University - School of Business 2006 — 2008
MS, Finance
The George Washington University 2004 — 2006
MA, Economics
University of San Diego 2001 — 2004
BA, Economics
Sunil Reddy, CPA, CFA's The Oakleaf Group Experience 2010 - 2011
Job Finance Professional
Industry Financial Services
Experience
Management CV 2014 - 2014
Baltimore-Washington Financial Advisors 2011 - 2012
The Oakleaf Group 2010 - 2011
Fredie Mac 2008 - 2009
Coventry Health Care 2006 - 2008
USA Mobility 2004 - 2006
Duke Energy Corporation 2002 - 2003
Arthur Andersen, LLP 2000 - 2002
Maggart & Associates, PC 1994 - 1999
First Southern Trust Company 1993 - 1994
Skills
Tax Accounting, Financial Analysis, Corporate Tax, Financial Modeling, Financial Reporting, SEC filings, Due Diligence, Portfolio Management, Strategic Financial..., Finance, Investments, CPA, Sarbanes-Oxley Act, Valuation, US GAAP, Mergers & Acquisitions, Internal Controls, Mutual Funds, Tax, Business Valuation, Private Equity, Corporate Finance, Wealth Management, Asset Management, Hedge Funds, Accounting, GAAP, Managerial Finance, Auditing, Financial Accounting, Investment Management, Cash Management, Sarbanes-Oxley, Financial Services, Income Tax, High Net Worth..., Bloomberg, Restructuring, Asset Allocation, Equities, Alternative Investments, Financial Planning
Education
Haslam College of Business at the University of Tennessee 1992 — 1993
MAcc, Taxation
Haslam College of Business at the University of Tennessee 1988 — 1991
B.S, Accounting
Tullahoma High School 1984 — 1988
HS, College Prep
Management CV 2014 - 2014
Baltimore-Washington Financial Advisors 2011 - 2012
The Oakleaf Group 2010 - 2011
Fredie Mac 2008 - 2009
Coventry Health Care 2006 - 2008
USA Mobility 2004 - 2006
Duke Energy Corporation 2002 - 2003
Arthur Andersen, LLP 2000 - 2002
Maggart & Associates, PC 1994 - 1999
First Southern Trust Company 1993 - 1994
Skills
Tax Accounting, Financial Analysis, Corporate Tax, Financial Modeling, Financial Reporting, SEC filings, Due Diligence, Portfolio Management, Strategic Financial..., Finance, Investments, CPA, Sarbanes-Oxley Act, Valuation, US GAAP, Mergers & Acquisitions, Internal Controls, Mutual Funds, Tax, Business Valuation, Private Equity, Corporate Finance, Wealth Management, Asset Management, Hedge Funds, Accounting, GAAP, Managerial Finance, Auditing, Financial Accounting, Investment Management, Cash Management, Sarbanes-Oxley, Financial Services, Income Tax, High Net Worth..., Bloomberg, Restructuring, Asset Allocation, Equities, Alternative Investments, Financial Planning
Education
Haslam College of Business at the University of Tennessee 1992 — 1993
MAcc, Taxation
Haslam College of Business at the University of Tennessee 1988 — 1991
B.S, Accounting
Tullahoma High School 1984 — 1988
HS, College Prep
Malik Epps's The Oakleaf Group Experience March 2012 - March 2013
Job Sr. Data Scientist (Associate Director) at EY
Industry Accounting
Experience
EY January 2014 - Present
Fannie Mae March 2013 - January 2014
The Oakleaf Group March 2012 - March 2013
Public Company Accounting Oversight Board September 2009 - March 2012
Deloitte November 2007 - May 2009
University of Oregon 2006 - 2007
Skills
VBA, SAS programming, Financial Analysis, Financial Reporting, Financial Risk, Financial Modeling, Data Analysis, Research, Automation, Econometrics, Sarbanes-Oxley Act
Education
University of Oregon 2005 — 2007
M.S., Economics
Kansas Wesleyan University 2001 — 2003
B.A., Business Administration
EY January 2014 - Present
Fannie Mae March 2013 - January 2014
The Oakleaf Group March 2012 - March 2013
Public Company Accounting Oversight Board September 2009 - March 2012
Deloitte November 2007 - May 2009
University of Oregon 2006 - 2007
Skills
VBA, SAS programming, Financial Analysis, Financial Reporting, Financial Risk, Financial Modeling, Data Analysis, Research, Automation, Econometrics, Sarbanes-Oxley Act
Education
University of Oregon 2005 — 2007
M.S., Economics
Kansas Wesleyan University 2001 — 2003
B.A., Business Administration
Austin Saylor's The Oakleaf Group Experience July 2011 - April 2013
Job Data and SAS Wizard at Fannie Mae
Industry Marketing and Advertising
Experience
Fannie Mae April 2013 - Present
The Oakleaf Group July 2011 - April 2013
Targetbase October 2010 - July 2011
The Federal Reserve Bank January 2007 - August 2009
The Federal Reserve Bank of Dallas April 2006 - January 2007
City Mortgage Group, LC July 2003 - September 2005
Skills
SAS, SQL, Visual Basic, Access, Data Analysis, Databases, Analysis, Excel, Forecasting, Process Improvement, Business Intelligence, Customer Relations, Statistics, Analytics, Business Analysis, Word, Data Mining, Quality Assurance, SQL Server, Unix, Windows, Problem Solving, SDLC, Visio, Management, Training, Financial Analysis
Education
The University of Texas at Dallas 2010 — 2012
M.S., MBA
The University of Texas at Dallas 2000 — 2002
Mathematics, Statistics (Applied Mathematics)
Fannie Mae April 2013 - Present
The Oakleaf Group July 2011 - April 2013
Targetbase October 2010 - July 2011
The Federal Reserve Bank January 2007 - August 2009
The Federal Reserve Bank of Dallas April 2006 - January 2007
City Mortgage Group, LC July 2003 - September 2005
Skills
SAS, SQL, Visual Basic, Access, Data Analysis, Databases, Analysis, Excel, Forecasting, Process Improvement, Business Intelligence, Customer Relations, Statistics, Analytics, Business Analysis, Word, Data Mining, Quality Assurance, SQL Server, Unix, Windows, Problem Solving, SDLC, Visio, Management, Training, Financial Analysis
Education
The University of Texas at Dallas 2010 — 2012
M.S., MBA
The University of Texas at Dallas 2000 — 2002
Mathematics, Statistics (Applied Mathematics)
Paula Utz's The Oakleaf Group Experience April 2015 - Present
Job Review Analyst at The Oakleaf Group
Industry Real Estate
Experience
The Oakleaf Group April 2015 - Present
Independant July 1989 - Present
Situs April 2014 - December 2014
Cognative Options March 2013 - March 2014
Inglet Blair 2012 - 2013
Clayton Holdings 2011 - 2013
Several Companies 1989 - 2013
Skills
Mortgage Lending, Loss Mitigation, Loans, FHA, Mortgage Banking, Mortgage Servicing, Portfolio Management, Credit, Mortgage Underwriting, Due Diligence, Underwriting, Real Estate, Banking, Finance, Residential Mortgages, Foreclosures, Loan Origination, Credit Analysis, Commercial Lending, Refinance, Credit Risk, Securitization, Loan Servicing, Asset Management, Funding, Financial Risk, Valuation
Education
The University of Texas at Arlington 1972 — 1976
Business
The Oakleaf Group April 2015 - Present
Independant July 1989 - Present
Situs April 2014 - December 2014
Cognative Options March 2013 - March 2014
Inglet Blair 2012 - 2013
Clayton Holdings 2011 - 2013
Several Companies 1989 - 2013
Skills
Mortgage Lending, Loss Mitigation, Loans, FHA, Mortgage Banking, Mortgage Servicing, Portfolio Management, Credit, Mortgage Underwriting, Due Diligence, Underwriting, Real Estate, Banking, Finance, Residential Mortgages, Foreclosures, Loan Origination, Credit Analysis, Commercial Lending, Refinance, Credit Risk, Securitization, Loan Servicing, Asset Management, Funding, Financial Risk, Valuation
Education
The University of Texas at Arlington 1972 — 1976
Business
E. McDonald James's The Oakleaf Group Experience February 2015 - Present
Job Forensic Compliance Analyst at The Oakleaf Group
Industry Financial Services
Experience
The Oakleaf Group February 2015 - Present
The Oakleaf Group February 2015 - Present
TRELIANT RISK ADVISORS May 2014 - January 2015
BOSTON PORTFOLIO ADVISORS, INC. March 2014 - April 2014
Cognitive Options Group, LLC March 2013 - February 2014
SolomonEdwardsGroup, LLC September 2011 - March 2013
The Corvus Group, Inc March 2009 - August 2011
AAL, P.C. July 2008 - February 2009
DEVAL LLC August 2008 - November 2008
T. Curtis & Company, PC April 2008 - May 2008
Skills
Cash Management, Financial Analysis, Contract Negotiation, Mortgage Lending, Due Diligence, Loans, Forensic Analysis, Banking & Financial..., Asset Management, Project & Financial..., Financial & Regulatory..., Mortgage Underwriting, Portfolio Management, Banking, Mortgage Banking, Real Estate, Financial Services, Finance, Credit Risk, Auditing, Loss Mitigation, Risk Management, Loan Origination, Credit, Commercial Lending, Underwriting, Valuation, Commercial Mortgages, Credit Analysis, Loan Servicing, Funding, Commercial Real Estate, Real Estate Economics, Financial Risk, Refinance, Residential Mortgages, Investments, FHA, Default, Foreclosures, Loan Modifications, Financial Structuring, Mortgage Servicing, Real Estate Financing, Commercial Banking, Securitization, CMBS, VA loans, Consumer Lending, Structured Finance
Education
Howard University 1975 — 1979
BS, Economics
Morehouse College 1974 — 1975
The Oakleaf Group February 2015 - Present
The Oakleaf Group February 2015 - Present
TRELIANT RISK ADVISORS May 2014 - January 2015
BOSTON PORTFOLIO ADVISORS, INC. March 2014 - April 2014
Cognitive Options Group, LLC March 2013 - February 2014
SolomonEdwardsGroup, LLC September 2011 - March 2013
The Corvus Group, Inc March 2009 - August 2011
AAL, P.C. July 2008 - February 2009
DEVAL LLC August 2008 - November 2008
T. Curtis & Company, PC April 2008 - May 2008
Skills
Cash Management, Financial Analysis, Contract Negotiation, Mortgage Lending, Due Diligence, Loans, Forensic Analysis, Banking & Financial..., Asset Management, Project & Financial..., Financial & Regulatory..., Mortgage Underwriting, Portfolio Management, Banking, Mortgage Banking, Real Estate, Financial Services, Finance, Credit Risk, Auditing, Loss Mitigation, Risk Management, Loan Origination, Credit, Commercial Lending, Underwriting, Valuation, Commercial Mortgages, Credit Analysis, Loan Servicing, Funding, Commercial Real Estate, Real Estate Economics, Financial Risk, Refinance, Residential Mortgages, Investments, FHA, Default, Foreclosures, Loan Modifications, Financial Structuring, Mortgage Servicing, Real Estate Financing, Commercial Banking, Securitization, CMBS, VA loans, Consumer Lending, Structured Finance
Education
Howard University 1975 — 1979
BS, Economics
Morehouse College 1974 — 1975
Wesley Mesirow's The Oakleaf Group Experience May 2015 - Present
Job
Industry Market Research
Experience
The Oakleaf Group May 2015 - Present
Skills
Data Analysis, Analytics, SQL, Statistics, Quantitative Analytics, SAS, Analysis, Project Management, Quantitative Research, Process Improvement, Market Research, Marketing Research, Qualitative Research, Microsoft Office, Economics, Access, Business Analysis, SPSS, Segmentation, Business Intelligence, Business Development, RMBS, Due Diligence
Education
The Johns Hopkins University - Carey Business School 2013 — 2016
Master of Business Administration (MBA)
University of Delaware 2004 — 2008
Economics, Political Science
The Oakleaf Group May 2015 - Present
Skills
Data Analysis, Analytics, SQL, Statistics, Quantitative Analytics, SAS, Analysis, Project Management, Quantitative Research, Process Improvement, Market Research, Marketing Research, Qualitative Research, Microsoft Office, Economics, Access, Business Analysis, SPSS, Segmentation, Business Intelligence, Business Development, RMBS, Due Diligence
Education
The Johns Hopkins University - Carey Business School 2013 — 2016
Master of Business Administration (MBA)
University of Delaware 2004 — 2008
Economics, Political Science
Prab Poreddy's The Oakleaf Group Experience May 2014 - Present
Job Manager at The Oakleaf Group
Industry Information Technology and Services
Experience
The Oakleaf Group May 2014 - Present
Govolution October 2012 - April 2014
HSBC Securities July 2010 - November 2012
SunTrust Bank February 2010 - July 2010
Wells Fargo January 2006 - February 2010
Skills
Derivatives, Fixed Income, FX Options, Credit Derivatives, Capital Markets, Back Office, Trading Systems, Business Analysis, Investment Banking, Requirements Gathering, Middle Office, Interest Rate..., Swaps, Calypso, Sybase, Market Data, Equity Derivatives, Equities, User Acceptance Testing
Education
University of Florida 2001 — 2003
M.S, Materials Science
The Oakleaf Group May 2014 - Present
Govolution October 2012 - April 2014
HSBC Securities July 2010 - November 2012
SunTrust Bank February 2010 - July 2010
Wells Fargo January 2006 - February 2010
Skills
Derivatives, Fixed Income, FX Options, Credit Derivatives, Capital Markets, Back Office, Trading Systems, Business Analysis, Investment Banking, Requirements Gathering, Middle Office, Interest Rate..., Swaps, Calypso, Sybase, Market Data, Equity Derivatives, Equities, User Acceptance Testing
Education
University of Florida 2001 — 2003
M.S, Materials Science
Jian Alvin Feng's The Oakleaf Group Experience May 2014 - Present
Job Ph.D., Sr. Consultant at The Oakleaf Group
Industry Financial Services
Experience
The Oakleaf Group May 2014 - Present
The Oakleaf Group January 2013 - May 2014
UC Berkeley & Lawrence Berkeley National Laboratory May 2009 - December 2011
Stony Brook University September 2003 - May 2009
Skills
System Architecture, Salesforce.com, SAS, .NET, Quantitative Analytics, VBA, Cloud Computing, Mortgage Underwriting, Litigation Support, Mortgage Backed..., CCAR Stress Testing, Credit Risk Analytics, Crystal Reports, Statistics, Intelligent Systems, Data Mining, Agile Application..., SDLC
Education
University of Maryland - Robert H. Smith School of Business
Master's Degree, Information Systems
State University of New York at Stony Brook
Doctor of Philosophy (Ph.D.), Physical Chemistry
Nanjing University
Bachelor's Degree, Intensive Instruction - Chemistry
The Oakleaf Group May 2014 - Present
The Oakleaf Group January 2013 - May 2014
UC Berkeley & Lawrence Berkeley National Laboratory May 2009 - December 2011
Stony Brook University September 2003 - May 2009
Skills
System Architecture, Salesforce.com, SAS, .NET, Quantitative Analytics, VBA, Cloud Computing, Mortgage Underwriting, Litigation Support, Mortgage Backed..., CCAR Stress Testing, Credit Risk Analytics, Crystal Reports, Statistics, Intelligent Systems, Data Mining, Agile Application..., SDLC
Education
University of Maryland - Robert H. Smith School of Business
Master's Degree, Information Systems
State University of New York at Stony Brook
Doctor of Philosophy (Ph.D.), Physical Chemistry
Nanjing University
Bachelor's Degree, Intensive Instruction - Chemistry
Ruth Heilgeist-Cunningham's The Oakleaf Group Experience March 2015 - Present
Job Senior Quality Assurance Manager at The Oakleaf Group
Industry Banking
Experience
The Oakleaf Group March 2015 - Present
Capital One, N.A. March 2011 - April 2015
Crosby Corporation January 2010 - March 2011
Freddie Mac 2010 - 2011
Access National Mortgage June 2004 - November 2009
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Loans, Risk Management, Banking
Education
University of Maryland University College 2006 — 2015
In Process, Legal Studies, General, 3.41
The Oakleaf Group March 2015 - Present
Capital One, N.A. March 2011 - April 2015
Crosby Corporation January 2010 - March 2011
Freddie Mac 2010 - 2011
Access National Mortgage June 2004 - November 2009
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Loans, Risk Management, Banking
Education
University of Maryland University College 2006 — 2015
In Process, Legal Studies, General, 3.41
Richard Waldron's The Oakleaf Group Experience 2014 - 2014
Job Consultant
Industry Financial Services
Experience
Self-employed November 1998 - Present
The Oakleaf Group 2014 - 2014
SolomonEdwards January 2012 - January 2013
MMC Group LP November 2008 - August 2010
Skills
Underwriting, Risk Management, Due Diligence, Financial Modeling
Education
The George Washington University 1973 — 1977
Business Administration and Finance, General
Self-employed November 1998 - Present
The Oakleaf Group 2014 - 2014
SolomonEdwards January 2012 - January 2013
MMC Group LP November 2008 - August 2010
Skills
Underwriting, Risk Management, Due Diligence, Financial Modeling
Education
The George Washington University 1973 — 1977
Business Administration and Finance, General