Tokai Financial Services
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Tokai Financial Services Employees
Employee
Years
Job
Industry
Roseanne Neill Roseanne Neill's Tokai Financial Services Experience June 1991 - December 1994
Job Project Manager/Asset Manager
Industry Financial Services
Experience
DLL January 2012 - December 2014
ThoughtWorks November 1999 - August 2008
ThoughtWorks November 1999 - August 2008
ThoughtWorks November 1999 - August 2008
ThoughtWorks November 1999 - August 2008
ThoughtWorks 1999 - 2008
American Business Leasing August 1998 - November 1999
CoreStates Leasing September 1996 - July 1998
KeyCorp January 1995 - September 1996
Tokai Financial Services June 1991 - December 1994
Skills
Business Analysis, SDLC, Portfolio Management, Credit, Agile Methodologies, Risk Management, Financial Analysis, Loans, Process Improvement, Operations Management, Solar PV, Solar Project..., Business Process..., Financial Reporting, Reporting & Analysis, Project Portfolio..., Project Planning, Project Management, Analysis, Business Process, Software Project...
Education
Immaculata University 1989 — 1991
Bachelor of Arts (BA), Business Administration / Economics
DLL January 2012 - December 2014
ThoughtWorks November 1999 - August 2008
ThoughtWorks November 1999 - August 2008
ThoughtWorks November 1999 - August 2008
ThoughtWorks November 1999 - August 2008
ThoughtWorks 1999 - 2008
American Business Leasing August 1998 - November 1999
CoreStates Leasing September 1996 - July 1998
KeyCorp January 1995 - September 1996
Tokai Financial Services June 1991 - December 1994
Skills
Business Analysis, SDLC, Portfolio Management, Credit, Agile Methodologies, Risk Management, Financial Analysis, Loans, Process Improvement, Operations Management, Solar PV, Solar Project..., Business Process..., Financial Reporting, Reporting & Analysis, Project Portfolio..., Project Planning, Project Management, Analysis, Business Process, Software Project...
Education
Immaculata University 1989 — 1991
Bachelor of Arts (BA), Business Administration / Economics
John Womack John Womack's Tokai Financial Services Experience 1992 - 1999
Job Portfolio Administrator at De Lage Landen
Industry Financial Services
Experience
De Lage Landen 1999 - August 2014
Tokai Financial Services 1992 - 1999
Master Lease Corporation 1985 - 1992
Skills
Lease Negotiations, Financial Analysis, Debt Management, Bankruptcy, Credit Analysis, Personnel Management, Contract Negotiation, Portfolio Administration, Account Management, Account Reconciliation, Portfolio Management, Management, Asset Management, Credit Risk, Risk Management, Leadership, Credit, Financial Risk, Finance, Banking, Asset Based Lending, Loans, Financial Services, Relationship Management, Commercial Banking, Commercial Lending, Structured Finance, Funding, Underwriting, Mortgage Lending, Mergers & Acquisitions, Corporate Finance, Due Diligence, Basel II, Capital Markets, Process Improvement, Customer Service
Education
Delaware State University
Bachelor of Science, Business Administration
De Lage Landen 1999 - August 2014
Tokai Financial Services 1992 - 1999
Master Lease Corporation 1985 - 1992
Skills
Lease Negotiations, Financial Analysis, Debt Management, Bankruptcy, Credit Analysis, Personnel Management, Contract Negotiation, Portfolio Administration, Account Management, Account Reconciliation, Portfolio Management, Management, Asset Management, Credit Risk, Risk Management, Leadership, Credit, Financial Risk, Finance, Banking, Asset Based Lending, Loans, Financial Services, Relationship Management, Commercial Banking, Commercial Lending, Structured Finance, Funding, Underwriting, Mortgage Lending, Mergers & Acquisitions, Corporate Finance, Due Diligence, Basel II, Capital Markets, Process Improvement, Customer Service
Education
Delaware State University
Bachelor of Science, Business Administration
Chris Bagshaw Chris Bagshaw's Tokai Financial Services Experience August 1996 - January 1999
Job Virtual Platforms Engineer, Susquehanna International Group
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) June 2011 - Present
Susquehanna International Group, LLP (SIG) April 2007 - June 2011
Susquehanna International Group, LLP (SIG) July 2002 - March 2007
Synaptic April 2000 - June 2002
De Lage Landen January 1999 - April 2000
Tokai Financial Services August 1996 - January 1999
Skills
Scripting, VMware ESX, VBScript, XenServer, Citrix XenDesktop, VMware Infrastructure, Dell PowerEdge Servers, Microsoft Windows Server, Linux, Consulting, Microsoft Servers, VMware, Unix, System Administration, Citrix, Active Directory, Data Center, Xen, DNS, Windows Server, Powershell
Education
Penn State University 1977 — 1981
Bachelor of Arts
Council Rock High School, Newtown, PA 1973 — 1977
Graduated, General Studies
Susquehanna International Group, LLP (SIG) June 2011 - Present
Susquehanna International Group, LLP (SIG) April 2007 - June 2011
Susquehanna International Group, LLP (SIG) July 2002 - March 2007
Synaptic April 2000 - June 2002
De Lage Landen January 1999 - April 2000
Tokai Financial Services August 1996 - January 1999
Skills
Scripting, VMware ESX, VBScript, XenServer, Citrix XenDesktop, VMware Infrastructure, Dell PowerEdge Servers, Microsoft Windows Server, Linux, Consulting, Microsoft Servers, VMware, Unix, System Administration, Citrix, Active Directory, Data Center, Xen, DNS, Windows Server, Powershell
Education
Penn State University 1977 — 1981
Bachelor of Arts
Council Rock High School, Newtown, PA 1973 — 1977
Graduated, General Studies
Marco Coletti's Tokai Financial Services Experience October 1996 - April 1997
Job Service Delivery Specialist at De Lage Landen
Industry Information Technology and Services
Experience
De Lage Landen July 2013 - Present
Acqui Consulting, LLC June 2008 - Present
Ithan Creek Systems, Inc. May 1997 - June 2008
Tokai Financial Services October 1996 - April 1997
CGI Systems, Inc. January 1989 - September 1996
Kraft June 1988 - January 1989
Telebase Systems, Inc. June 1986 - June 1988
Skills
Integration, Enterprise Architecture, Project Management, IT Strategy, Infrastructure, Disaster Recovery, System Migration, ITIL, IT Management, Active Directory, Process Improvement, Virtualization, Requirements Analysis, Business Intelligence, VMware, Windows Server, SDLC, Citrix, Group Policy, Business Analysis, SharePoint, IT Service Management, Project Portfolio..., System Deployment, Technical Leadership, Change Control, Management, Software Documentation, Solution Architecture, Vendor Management, Microsoft SQL Server, Databases, Information Technology, PMP, Resource Management, Cloud Computing, Analysis, Data Center, Networking, Business Process, Service Delivery, IT Operations, PMO, Software Project..., Requirements Gathering, Security, Business Continuity, Identity Management, Powershell
Education
Drexel University 1981 — 1986
B.S., Computer Science
De Lage Landen July 2013 - Present
Acqui Consulting, LLC June 2008 - Present
Ithan Creek Systems, Inc. May 1997 - June 2008
Tokai Financial Services October 1996 - April 1997
CGI Systems, Inc. January 1989 - September 1996
Kraft June 1988 - January 1989
Telebase Systems, Inc. June 1986 - June 1988
Skills
Integration, Enterprise Architecture, Project Management, IT Strategy, Infrastructure, Disaster Recovery, System Migration, ITIL, IT Management, Active Directory, Process Improvement, Virtualization, Requirements Analysis, Business Intelligence, VMware, Windows Server, SDLC, Citrix, Group Policy, Business Analysis, SharePoint, IT Service Management, Project Portfolio..., System Deployment, Technical Leadership, Change Control, Management, Software Documentation, Solution Architecture, Vendor Management, Microsoft SQL Server, Databases, Information Technology, PMP, Resource Management, Cloud Computing, Analysis, Data Center, Networking, Business Process, Service Delivery, IT Operations, PMO, Software Project..., Requirements Gathering, Security, Business Continuity, Identity Management, Powershell
Education
Drexel University 1981 — 1986
B.S., Computer Science
Diane Litchko, PHR's Tokai Financial Services Experience January 1994 - January 1996
Job HR Manager / Career Coach / Trainer / 2000+
Industry Human Resources
Experience
Qualcomm January 2007 - Present
Qualcomm Flarion Technologies January 2007 - Present
Self Employed August 2004 - Present
InterBIZ USA November 2004 - October 2010
Shelton Associates September 2005 - December 2006
Verizon Wireless March 1996 - August 2004
Tokai Financial Services January 1994 - January 1996
CDM August 1987 - September 1993
Camp Dresser & McKee 1987 - 1993
Skills
Talent Management, Change Management, Human Resources, Recruiting, Interviews, Organizational..., Coaching, Succession Planning, Performance Management, Employee Benefits, Technical Recruiting, Resume Writing, Career Development, Training, Employee Training, Management, Job Search Strategies, Personnel Management, Leadership Development, Onboarding, Leadership, Strategic Planning, Behavioral Interviewing, Career Counseling, Talent Acquisition, Organizational..., HR Consulting, Employee Engagement, Employee Relations, Conflict Resolution, Strategy, HR Business Partnering, Training & Development, Organizational Design, Executive Coaching
Education
Kean University 1983 — 1985
Masters
Rutgers University-New Brunswick 1979 — 1983
Bachelors
Kean University
Certificate
Qualcomm January 2007 - Present
Qualcomm Flarion Technologies January 2007 - Present
Self Employed August 2004 - Present
InterBIZ USA November 2004 - October 2010
Shelton Associates September 2005 - December 2006
Verizon Wireless March 1996 - August 2004
Tokai Financial Services January 1994 - January 1996
CDM August 1987 - September 1993
Camp Dresser & McKee 1987 - 1993
Skills
Talent Management, Change Management, Human Resources, Recruiting, Interviews, Organizational..., Coaching, Succession Planning, Performance Management, Employee Benefits, Technical Recruiting, Resume Writing, Career Development, Training, Employee Training, Management, Job Search Strategies, Personnel Management, Leadership Development, Onboarding, Leadership, Strategic Planning, Behavioral Interviewing, Career Counseling, Talent Acquisition, Organizational..., HR Consulting, Employee Engagement, Employee Relations, Conflict Resolution, Strategy, HR Business Partnering, Training & Development, Organizational Design, Executive Coaching
Education
Kean University 1983 — 1985
Masters
Rutgers University-New Brunswick 1979 — 1983
Bachelors
Kean University
Certificate
William Conway William Conway's Tokai Financial Services Experience April 1984 - May 1990
Job TREASURER
Industry Investment Management
Experience
Delaware Valley Alfa Romeo Owners Club November 2010 - Present
Noah Bank January 2012 - June 2013
LEAF Financial Corporation October 2005 - July 2010
NEC Financial Services September 1991 - October 2005
Immaculata University April 1985 - June 1991
Tokai Financial Services April 1984 - May 1990
Skills
Credit, Asset Based Lending, Loans, Portfolio Management, Credit Analysis, Commercial Lending, Risk Management, Structured Finance, Commercial Finance, Finance, Small Business Lending, Financial Analysis, Underwriting, Credit Risk, Accounts Receivable, Business Development, Forecasting, Accounting, Asset Management, Corporate Finance, Financial Structuring, Financial Risk, Financial Services, Financial Modeling, Financial Reporting, Cash Management, Pricing, Banking, Strategic Financial...
Education
Saint Joseph's University 1982 — 1984
MBA, Marketing
Drexel University
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
haverford
Delaware Valley Alfa Romeo Owners Club November 2010 - Present
Noah Bank January 2012 - June 2013
LEAF Financial Corporation October 2005 - July 2010
NEC Financial Services September 1991 - October 2005
Immaculata University April 1985 - June 1991
Tokai Financial Services April 1984 - May 1990
Skills
Credit, Asset Based Lending, Loans, Portfolio Management, Credit Analysis, Commercial Lending, Risk Management, Structured Finance, Commercial Finance, Finance, Small Business Lending, Financial Analysis, Underwriting, Credit Risk, Accounts Receivable, Business Development, Forecasting, Accounting, Asset Management, Corporate Finance, Financial Structuring, Financial Risk, Financial Services, Financial Modeling, Financial Reporting, Cash Management, Pricing, Banking, Strategic Financial...
Education
Saint Joseph's University 1982 — 1984
MBA, Marketing
Drexel University
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
haverford
James J (Jim) Devlin Jr's Tokai Financial Services Experience October 1998 - September 2000
Job VPFinance, Corporate Controller, CAO
Industry Pharmaceuticals
Experience
Iroko Pharmaceuticals November 2013 - Present
Tela Bio Inc August 2013 - November 2013
Lehigh Gas Corporation February 2012 - June 2013
Impax Laboratories April 2005 - December 2011
Resources Global Professionals November 2004 - March 2005
Comcast-Cable Division - Commercial Services September 2000 - September 2004
Tokai Financial Services October 1998 - September 2000
Magainin Pharmaceuticals December 1997 - October 1998
Tele-Spectrum Worldwide December 1996 - December 1997
Verizon December 1987 - December 1996
Skills
SEC Reporting, GAAP, DCF, Financial Reporting, SEC filings, Mergers & Acquisitions, Auditing, Accounting, Finance, Managerial Finance, Corporate Finance, Cash Flow, Financial Accounting, Revenue Recognition, Cash Management, Internal Controls, Consolidation, Tax, Business Planning, Analysis, Sarbanes-Oxley Act, Executive Management, Budgets, IPO, Treasury Management, Due Diligence, Treasury, Internal Audit, Financial Statements, Financial Analysis, CPA, Payroll, SEC Filings, US GAAP, Forecasting, Strategic Financial...
Education
Saint Joseph's University - Erivan K. Haub School of Business 1993 — 1995
MBA, Finance & Management
La Salle University - School of Business Administration 1980 — 1984
BS, Business Admin - Major Accounting
Iroko Pharmaceuticals November 2013 - Present
Tela Bio Inc August 2013 - November 2013
Lehigh Gas Corporation February 2012 - June 2013
Impax Laboratories April 2005 - December 2011
Resources Global Professionals November 2004 - March 2005
Comcast-Cable Division - Commercial Services September 2000 - September 2004
Tokai Financial Services October 1998 - September 2000
Magainin Pharmaceuticals December 1997 - October 1998
Tele-Spectrum Worldwide December 1996 - December 1997
Verizon December 1987 - December 1996
Skills
SEC Reporting, GAAP, DCF, Financial Reporting, SEC filings, Mergers & Acquisitions, Auditing, Accounting, Finance, Managerial Finance, Corporate Finance, Cash Flow, Financial Accounting, Revenue Recognition, Cash Management, Internal Controls, Consolidation, Tax, Business Planning, Analysis, Sarbanes-Oxley Act, Executive Management, Budgets, IPO, Treasury Management, Due Diligence, Treasury, Internal Audit, Financial Statements, Financial Analysis, CPA, Payroll, SEC Filings, US GAAP, Forecasting, Strategic Financial...
Education
Saint Joseph's University - Erivan K. Haub School of Business 1993 — 1995
MBA, Finance & Management
La Salle University - School of Business Administration 1980 — 1984
BS, Business Admin - Major Accounting
Pamela Farquhar Pamela Farquhar's Tokai Financial Services Experience 1989 - 1993
Job Exchange Traded Derivatives Liaison at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2012 - Present
Independent Contract - Credit Suisse Prime Services September 2010 - November 2010
Citi July 2009 - June 2010
UBS Securities LLC October 2006 - May 2008
ABN Amro 2001 - 2006
AIG International Inc 1998 - 2001
Merrill Lynch 1995 - 1998
MBF Clearing Corp 1993 - 1995
Tokai Financial Services 1989 - 1993
People Express Airlines 1981 - 1983
Skills
Customer Relations, Options, Trading, Customer Service, Derivatives, FX Options, Financial Services, Equities, Fixed Income, Wealth Management, Bloomberg, Training, Back Office, CRM, Finance, Securities, Financial Markets, Hedge Funds, Banking, Series 7, Commodity, Bonds, Valuation, Settlement, Strategy, Risk Management, Investment Banking, Electronic Trading, Capital Markets, Mutual Funds, Trading Systems, Investments, Middle Office, Financial Modeling, Portfolio Management, Sales, Asset Management, Alternative Investments, Accounting, Financial Risk
Education
Penn State University 1975 — 1979
BNY Mellon February 2012 - Present
Independent Contract - Credit Suisse Prime Services September 2010 - November 2010
Citi July 2009 - June 2010
UBS Securities LLC October 2006 - May 2008
ABN Amro 2001 - 2006
AIG International Inc 1998 - 2001
Merrill Lynch 1995 - 1998
MBF Clearing Corp 1993 - 1995
Tokai Financial Services 1989 - 1993
People Express Airlines 1981 - 1983
Skills
Customer Relations, Options, Trading, Customer Service, Derivatives, FX Options, Financial Services, Equities, Fixed Income, Wealth Management, Bloomberg, Training, Back Office, CRM, Finance, Securities, Financial Markets, Hedge Funds, Banking, Series 7, Commodity, Bonds, Valuation, Settlement, Strategy, Risk Management, Investment Banking, Electronic Trading, Capital Markets, Mutual Funds, Trading Systems, Investments, Middle Office, Financial Modeling, Portfolio Management, Sales, Asset Management, Alternative Investments, Accounting, Financial Risk
Education
Penn State University 1975 — 1979
Richard Karich Richard Karich's Tokai Financial Services Experience August 1985 - October 1995
Job SVP of New Business Development at Element Financial
Industry Financial Services
Experience
Element Financial October 2014 - Present
De Lage Landen October 2008 - September 2014
CoActiv Capital Partners Inc October 2003 - October 2008
DVI Strategic Partners January 1998 - July 2003
GE Capital December 1995 - October 1998
Tokai Financial Services August 1985 - October 1995
Skills
New Business Development, Sales Management, Asset Based Lending, Certified Green Belt, Experienced Trainer, Portfolio Management, Credit, Commercial Lending, Business Development, Entrepreneurship, Structured Finance, Cross-functional Team..., Strategic Planning, Credit Analysis, Leadership, Management, Recruiting, Sales, Pricing, P&L Management, Risk Management, Credit Risk, Finance, Marketing
Education
Northern Illinois University - College of Business 1979 — 1983
BS, Marketing and Economics
Element Financial October 2014 - Present
De Lage Landen October 2008 - September 2014
CoActiv Capital Partners Inc October 2003 - October 2008
DVI Strategic Partners January 1998 - July 2003
GE Capital December 1995 - October 1998
Tokai Financial Services August 1985 - October 1995
Skills
New Business Development, Sales Management, Asset Based Lending, Certified Green Belt, Experienced Trainer, Portfolio Management, Credit, Commercial Lending, Business Development, Entrepreneurship, Structured Finance, Cross-functional Team..., Strategic Planning, Credit Analysis, Leadership, Management, Recruiting, Sales, Pricing, P&L Management, Risk Management, Credit Risk, Finance, Marketing
Education
Northern Illinois University - College of Business 1979 — 1983
BS, Marketing and Economics
Darleen Sita Darleen Sita's Tokai Financial Services Experience September 1992 - June 1998
Job Marketing Manager at ModSpace
Industry Construction
Experience
ModSpace March 2009 - Present
Premier Designs May 2000 - May 2013
Tokai Financial Services September 1992 - June 1998
Skills
Project Management, Team Leadership, Sales, New Business Development, Sales Management, Direct Sales, Marketing, Team Building, Marketing Strategy, Marketing Communications
Education
The University of Texas at Austin 1981 — 1986
Journalism, Minor in Middle Eastern Studies
ModSpace March 2009 - Present
Premier Designs May 2000 - May 2013
Tokai Financial Services September 1992 - June 1998
Skills
Project Management, Team Leadership, Sales, New Business Development, Sales Management, Direct Sales, Marketing, Team Building, Marketing Strategy, Marketing Communications
Education
The University of Texas at Austin 1981 — 1986
Journalism, Minor in Middle Eastern Studies
William Schneiderwind William Schneiderwind's Tokai Financial Services Experience 1986 - 1991
Job Managing Director Bank Lease Advisors
Industry Capital Markets
Experience
Bank Lease Advisors 2009 - Present
GE Capital August 2008 - May 2009
Citi May 2007 - May 2009
CoActiv Capital Partners Inc July 2005 - January 2007
Wells Fargo Financial Leasing January 2004 - July 2005
Union Bank of California 1999 - 2003
Mellon US Leasing 1991 - 1999
Tokai Financial Services 1986 - 1991
Education
University of Nebraska-Lincoln 1977 — 1982
Bank Lease Advisors 2009 - Present
GE Capital August 2008 - May 2009
Citi May 2007 - May 2009
CoActiv Capital Partners Inc July 2005 - January 2007
Wells Fargo Financial Leasing January 2004 - July 2005
Union Bank of California 1999 - 2003
Mellon US Leasing 1991 - 1999
Tokai Financial Services 1986 - 1991
Education
University of Nebraska-Lincoln 1977 — 1982
Peter Souliotis Peter Souliotis's Tokai Financial Services Experience September 1987 - August 1991
Job Revenue Accountant at SunGard Data Systems, Inc.
Industry Computer Software
Experience
Four Seasons Hotel Philadelphia May 1994 - October 2009
Tokai Financial Services September 1987 - August 1991
Skills
Accounting, Auditing, General Ledger, Account Reconciliation, Internal Controls, Accounts Receivable, Microsoft Office, Management, Variance Analysis, Forecasting, Training, Invoicing, Accruals, Financial Reporting, Revenue Recognition
Education
Cornell University - Johnson Graduate School of Management 1991 — 1993
MBA, Accounting
University of Pennsylvania - The Wharton School 1983 — 1987
BSE, Finance and Economics
Four Seasons Hotel Philadelphia May 1994 - October 2009
Tokai Financial Services September 1987 - August 1991
Skills
Accounting, Auditing, General Ledger, Account Reconciliation, Internal Controls, Accounts Receivable, Microsoft Office, Management, Variance Analysis, Forecasting, Training, Invoicing, Accruals, Financial Reporting, Revenue Recognition
Education
Cornell University - Johnson Graduate School of Management 1991 — 1993
MBA, Accounting
University of Pennsylvania - The Wharton School 1983 — 1987
BSE, Finance and Economics
Steve Stefanic Steve Stefanic's Tokai Financial Services Experience 1996 - 1998
Job VP Enterprise IT Transformation at TMNA Services, LLC. (TMNAS)
Industry Management Consulting
Experience
TMNA Services, LLC. (TMNAS) May 2015 - Present
Philadelphia Insurance Companies January 2011 - Present
KC Management Consultants 2010 - Present
Unisys 2007 - 2009
Unisys 2004 - 2007
Unisys 2003 - 2004
VFCGA 1999 - 2003
Approach Inc. 1998 - 1999
Tokai Financial Services 1996 - 1998
The PMA Group 1985 - 1996
Skills
Requirements Analysis, IT Strategy, Program Management, Software Project..., Business Analysis, Business Process, Cross-functional Team..., Enterprise Architecture, Analysis, PMO, Strategy, SDLC, Quality Assurance, Integration, Change Management, Business Process..., Enterprise Software, Project Management
Education
Bloomsburg University of Pennsylvania
BSBA
Drexel University - LeBow College of Business
MBA
TMNA Services, LLC. (TMNAS) May 2015 - Present
Philadelphia Insurance Companies January 2011 - Present
KC Management Consultants 2010 - Present
Unisys 2007 - 2009
Unisys 2004 - 2007
Unisys 2003 - 2004
VFCGA 1999 - 2003
Approach Inc. 1998 - 1999
Tokai Financial Services 1996 - 1998
The PMA Group 1985 - 1996
Skills
Requirements Analysis, IT Strategy, Program Management, Software Project..., Business Analysis, Business Process, Cross-functional Team..., Enterprise Architecture, Analysis, PMO, Strategy, SDLC, Quality Assurance, Integration, Change Management, Business Process..., Enterprise Software, Project Management
Education
Bloomsburg University of Pennsylvania
BSBA
Drexel University - LeBow College of Business
MBA
Tom Lipari Tom Lipari's Tokai Financial Services Experience 1993 - 1994
Job Sales and Marketing Management
Industry Telecommunications
Experience
Orbit-CS June 2010 - April 2012
Caprock Communications August 2008 - January 2010
PetroCom LLC August 2002 - December 2007
Sprint PCS January 1999 - May 2002
Tokai Financial Services 1993 - 1994
Houston Cellular Telephone Company 1989 - 1993
Friden Alcatel July 1979 - August 1989
Skills
Change Management, Account Management, Sales Management, Program Management, Wireless Services, Wireless Broadband, Wireless, Satellite Communications, VSAT, Telecommunications Sales, Maritime Communications, Offshore, Cellular, Team Leadership, Change Leadership, Situational Leadership, Telecommunications, Cellular Communications, Business Development, IP, Microwave, Sales Engineering, Satellite, Integration, VoIP, Management, Leadership, Solution Selling, Managed Services, Product Management, Strategy, Sales, CRM, Broadband, RF, Training, Marketing, Mobile Devices, Direct Sales, Negotiation, Strategic Partnerships, New Business Development, Contract Negotiation, Cross-functional Team..., Project Management, Product Marketing, Strategic Planning, Business Strategy, Sales Operations
Education
Jones Graduate School of Business, Rice University 2002 — 2003
Certificate of Leadership, Management
Orbit-CS June 2010 - April 2012
Caprock Communications August 2008 - January 2010
PetroCom LLC August 2002 - December 2007
Sprint PCS January 1999 - May 2002
Tokai Financial Services 1993 - 1994
Houston Cellular Telephone Company 1989 - 1993
Friden Alcatel July 1979 - August 1989
Skills
Change Management, Account Management, Sales Management, Program Management, Wireless Services, Wireless Broadband, Wireless, Satellite Communications, VSAT, Telecommunications Sales, Maritime Communications, Offshore, Cellular, Team Leadership, Change Leadership, Situational Leadership, Telecommunications, Cellular Communications, Business Development, IP, Microwave, Sales Engineering, Satellite, Integration, VoIP, Management, Leadership, Solution Selling, Managed Services, Product Management, Strategy, Sales, CRM, Broadband, RF, Training, Marketing, Mobile Devices, Direct Sales, Negotiation, Strategic Partnerships, New Business Development, Contract Negotiation, Cross-functional Team..., Project Management, Product Marketing, Strategic Planning, Business Strategy, Sales Operations
Education
Jones Graduate School of Business, Rice University 2002 — 2003
Certificate of Leadership, Management
Andy Cvitanov Andy Cvitanov's Tokai Financial Services Experience 1993 - 1996
Job
Industry Executive Office
Experience
SDI 2012 - Present
CDI 2006 - 2011
The Beekman Group 2004 - 2006
American Express 1999 - 2003
American Express 1997 - 1999
Tokai Financial Services 1993 - 1996
Continental Information Systems 1984 - 1993
Skills
Business Transformation, Business Turnaround, Change Leadership, Strategic Planning, BPO, Outsourcing Management, Leadership Development, Operational Excellence, Professional Services, Business Services, Change Management, Outsourcing, Talent Management, Vendor Management, CRM, Cross-functional Team..., Strategy, Leadership, Management, Business Development, Business Intelligence, Team Building, Supply Chain Management, Start-ups, Coaching, Operations Management, Enterprise Software, Entrepreneurship, Sales, Executive Management, Consulting, P&L Management, Mergers & Acquisitions, Negotiation, Business Process...
Education
University of California, Davis 1976 — 1978
MA
California State University-Sacramento 1972 — 1976
BA
Sacramento City College 1972 — 1974
AA
SDI 2012 - Present
CDI 2006 - 2011
The Beekman Group 2004 - 2006
American Express 1999 - 2003
American Express 1997 - 1999
Tokai Financial Services 1993 - 1996
Continental Information Systems 1984 - 1993
Skills
Business Transformation, Business Turnaround, Change Leadership, Strategic Planning, BPO, Outsourcing Management, Leadership Development, Operational Excellence, Professional Services, Business Services, Change Management, Outsourcing, Talent Management, Vendor Management, CRM, Cross-functional Team..., Strategy, Leadership, Management, Business Development, Business Intelligence, Team Building, Supply Chain Management, Start-ups, Coaching, Operations Management, Enterprise Software, Entrepreneurship, Sales, Executive Management, Consulting, P&L Management, Mergers & Acquisitions, Negotiation, Business Process...
Education
University of California, Davis 1976 — 1978
MA
California State University-Sacramento 1972 — 1976
BA
Sacramento City College 1972 — 1974
AA
Susan Block Susan Block's Tokai Financial Services Experience 1996 - 1997
Job Project Manager at Vanguard
Industry Information Technology and Services
Experience
Vanguard March 2014 - Present
The Vanguard Group 2001 - March 2014
Greater Philadelphia Chapter IIBA March 2008 - March 2011
Vanguard 1997 - 2001
Tokai Financial Services 1996 - 1997
Elf Atochem North America 1995 - 1996
The PMA Group 1994 - 1995
GE Capital Mortgage Corporation 1989 - 1994
Unisys Corporation 1984 - 1989
Skills
SDLC, Requirements Analysis, Business Analysis, Agile Methodologies, Requirements Management, Requirements Gathering, Software Project..., Systems Analysis, Process Improvement, Visio, Software Quality..., Waterfall, Business Process..., Business Process, Testing, Business Requirements, Agile Project Management, Scrum, User Acceptance Testing, Gap Analysis, Software Documentation, Data Modeling, SOA
Education
Drexel University 1989 — 1991
M.S., Information Studies
Temple University 1980 — 1984
B.S., Electrical/Biomedical Engineering Technology
Vanguard March 2014 - Present
The Vanguard Group 2001 - March 2014
Greater Philadelphia Chapter IIBA March 2008 - March 2011
Vanguard 1997 - 2001
Tokai Financial Services 1996 - 1997
Elf Atochem North America 1995 - 1996
The PMA Group 1994 - 1995
GE Capital Mortgage Corporation 1989 - 1994
Unisys Corporation 1984 - 1989
Skills
SDLC, Requirements Analysis, Business Analysis, Agile Methodologies, Requirements Management, Requirements Gathering, Software Project..., Systems Analysis, Process Improvement, Visio, Software Quality..., Waterfall, Business Process..., Business Process, Testing, Business Requirements, Agile Project Management, Scrum, User Acceptance Testing, Gap Analysis, Software Documentation, Data Modeling, SOA
Education
Drexel University 1989 — 1991
M.S., Information Studies
Temple University 1980 — 1984
B.S., Electrical/Biomedical Engineering Technology
Gary Weiss's Tokai Financial Services Experience 1989 - 1997
Job Financial Services/Program and Relationship Management
Industry Hospital & Health Care
Experience
Pentax Medical Company 2011 - Present
CIT Aerospace 1997 - 2010
Tokai Financial Services 1989 - 1997
Skills
Account Management, Aviation, Contract Negotiation, Finance, Financial Analysis, Leadership, Management, New Business Development, Process Improvement, Sales, Sales Management, Strategic Planning
Education
Rutgers University-New Brunswick 1980 — 1984
Pentax Medical Company 2011 - Present
CIT Aerospace 1997 - 2010
Tokai Financial Services 1989 - 1997
Skills
Account Management, Aviation, Contract Negotiation, Finance, Financial Analysis, Leadership, Management, New Business Development, Process Improvement, Sales, Sales Management, Strategic Planning
Education
Rutgers University-New Brunswick 1980 — 1984
Mary Ann (Mimi) Macri Mary Ann (Mimi) Macri's Tokai Financial Services Experience October 1984 - August 1997
Job Relationship Manager at LEAF Commercial Capital, Inc.
Industry Financial Services
Experience
LEAF Commercial Capital, Inc. May 2013 - Present
State Farm Insurance July 2011 - June 2013
None January 2010 - March 2011
CIT October 2004 - June 2009
Tokai Financial Services October 1984 - August 1997
Skills
Sales, Management, Account Management, Customer Service, Credit, Negotiation, Banking, Direct Sales, Strategic Planning, Financial Analysis, Business Development, Sales Operations, Microsoft Office, Insurance, Sales Process
Education
St. Joseph's University
Finance, Business
LEAF Commercial Capital, Inc. May 2013 - Present
State Farm Insurance July 2011 - June 2013
None January 2010 - March 2011
CIT October 2004 - June 2009
Tokai Financial Services October 1984 - August 1997
Skills
Sales, Management, Account Management, Customer Service, Credit, Negotiation, Banking, Direct Sales, Strategic Planning, Financial Analysis, Business Development, Sales Operations, Microsoft Office, Insurance, Sales Process
Education
St. Joseph's University
Finance, Business
Tamara Pepper Tamara Pepper's Tokai Financial Services Experience January 1997 - January 2000
Job Sr Business Process Engineer,Radian
Industry Financial Services
Experience
Radian August 2012 - Present
De Lage Landen Financial Services, Inc January 2007 - August 2012
De Lage Landen Financial Services, Inc January 2000 - January 2007
Tokai Financial Services January 1997 - January 2000
Tokai Financial January 1996 - January 1997
Tokai Financial January 1992 - January 1996
Master Lease Corporation January 1986 - January 1992
Skills
Business Intelligence, Business Process, Business Analysis, Oracle, Banking, SQL, Business Process..., Hyperion Enterprise, Requirements Gathering, Risk Management, Agile Project Management, Data Warehousing, Oracle SQL, ITIL, Requirements Analysis, Software Documentation, Application Lifecycle..., SDLC, Training & Development, Data Modeling, Requirement..., Application Management, Myers-Briggs Certified, Business Process Design, Project Portfolio..., Process Improvement, Operations Management, Systems Analysis, Vendor Management, IT Strategy, IT Management, Data Migration, Enterprise Architecture, PMO, Training, Integration
Education
Houghton College 1979 — 1983
Bachelor's degree, History and Political Science
Houghton Academy 1976 — 1979
Diploma, general
Radian August 2012 - Present
De Lage Landen Financial Services, Inc January 2007 - August 2012
De Lage Landen Financial Services, Inc January 2000 - January 2007
Tokai Financial Services January 1997 - January 2000
Tokai Financial January 1996 - January 1997
Tokai Financial January 1992 - January 1996
Master Lease Corporation January 1986 - January 1992
Skills
Business Intelligence, Business Process, Business Analysis, Oracle, Banking, SQL, Business Process..., Hyperion Enterprise, Requirements Gathering, Risk Management, Agile Project Management, Data Warehousing, Oracle SQL, ITIL, Requirements Analysis, Software Documentation, Application Lifecycle..., SDLC, Training & Development, Data Modeling, Requirement..., Application Management, Myers-Briggs Certified, Business Process Design, Project Portfolio..., Process Improvement, Operations Management, Systems Analysis, Vendor Management, IT Strategy, IT Management, Data Migration, Enterprise Architecture, PMO, Training, Integration
Education
Houghton College 1979 — 1983
Bachelor's degree, History and Political Science
Houghton Academy 1976 — 1979
Diploma, general
William (Bill) Verhelle's Tokai Financial Services Experience January 1988 - May 1993
Job Founder, Harvard Partners LLC
Industry Banking
Experience
Harvard Partners LLC May 2015 - Present
First American Equipment Finance, a City National Bank Company May 2012 - April 2015
First American Equipment Finance January 1996 - April 2012
First American Commercial Bancorp September 1994 - April 2012
Equipment Leasing and Finance Association October 2008 - October 2009
Tokai Financial Services January 1988 - May 1993
Skills
Strategic Planning, Finance, Credit, Loans, Portfolio Management, Team Building, Negotiation, Commercial Lending, Corporate Finance, Financial Analysis, Credit Analysis, Marketing, New Business Development, Banking, Process Improvement, Business Development, Financial Structuring, Mergers & Acquisitions, Executive Management, Entrepreneurship, Asset Based Lending, Financial Services, Due Diligence, Investments, Financial Modeling, Asset Management, Strategic Financial..., Leadership, Management
Education
Cornell Law School 1995 — 1998
JD, Business Law & Regulation
UCLA Anderson School of Management 1990 — 1992
MBA, Management
University of Michigan 1986 — 1988
BGS, General Studies
Wayne State University 1982 — 1986
Liberal Arts
Harvard Partners LLC May 2015 - Present
First American Equipment Finance, a City National Bank Company May 2012 - April 2015
First American Equipment Finance January 1996 - April 2012
First American Commercial Bancorp September 1994 - April 2012
Equipment Leasing and Finance Association October 2008 - October 2009
Tokai Financial Services January 1988 - May 1993
Skills
Strategic Planning, Finance, Credit, Loans, Portfolio Management, Team Building, Negotiation, Commercial Lending, Corporate Finance, Financial Analysis, Credit Analysis, Marketing, New Business Development, Banking, Process Improvement, Business Development, Financial Structuring, Mergers & Acquisitions, Executive Management, Entrepreneurship, Asset Based Lending, Financial Services, Due Diligence, Investments, Financial Modeling, Asset Management, Strategic Financial..., Leadership, Management
Education
Cornell Law School 1995 — 1998
JD, Business Law & Regulation
UCLA Anderson School of Management 1990 — 1992
MBA, Management
University of Michigan 1986 — 1988
BGS, General Studies
Wayne State University 1982 — 1986
Liberal Arts
David Seeger David Seeger's Tokai Financial Services Experience 1996 - 1997
Job Global Account Executive at Dun and Bradstreet
Industry Financial Services
Experience
Dun and Bradstreet 2014 - Present
Heartland Business Credit, a wholly owned subsidiary of Heartland Bank (Mo.) 2012 - 2013
LEAF Commercial Capital, Inc. 2011 - 2013
De Lage Landen Financial Services 2004 - 2011
CitiCapital (formerly Fidelity Leasing) 2001 - 2004
Fidelity Leasing 1997 - 2001
Tokai Financial Services 1996 - 1997
Skills
Pricing, Contract Negotiation, Accounting, Vendor, Healthcare, Sales, Sales Management, Relationship Marketing, Structured Finance, Portfolio Management, Management, Strategy, New Business Development, Leadership, Finance, Credit, Negotiation, Program Management, Business Analysis, Marketing Strategy, Executive Management, Risk Management, Financial Analysis, Account Management, CRM, Sales Operations, Relationship Management, Selling, Sales Process, Financial Services, Asset Based Lending, Credit Analysis, Loans, Business Development, Salesforce.com, Process Improvement, Direct Sales, Solution Selling, Analysis
Education
Lynchburg College 1988 — 1992
BA, Business Management
Conestoga High School 1985 — 1988
High School, General Studies, 10-12
Dun and Bradstreet 2014 - Present
Heartland Business Credit, a wholly owned subsidiary of Heartland Bank (Mo.) 2012 - 2013
LEAF Commercial Capital, Inc. 2011 - 2013
De Lage Landen Financial Services 2004 - 2011
CitiCapital (formerly Fidelity Leasing) 2001 - 2004
Fidelity Leasing 1997 - 2001
Tokai Financial Services 1996 - 1997
Skills
Pricing, Contract Negotiation, Accounting, Vendor, Healthcare, Sales, Sales Management, Relationship Marketing, Structured Finance, Portfolio Management, Management, Strategy, New Business Development, Leadership, Finance, Credit, Negotiation, Program Management, Business Analysis, Marketing Strategy, Executive Management, Risk Management, Financial Analysis, Account Management, CRM, Sales Operations, Relationship Management, Selling, Sales Process, Financial Services, Asset Based Lending, Credit Analysis, Loans, Business Development, Salesforce.com, Process Improvement, Direct Sales, Solution Selling, Analysis
Education
Lynchburg College 1988 — 1992
BA, Business Management
Conestoga High School 1985 — 1988
High School, General Studies, 10-12
Holly Winzler's Tokai Financial Services Experience September 1992 - October 1993
Job Principal, Holly Winzler Public Relations LLC
Industry Public Relations and Communications
Experience
Holly Winzler Public Relations LLC November 1993 - Present
KMI Media Group 2012 - 2013
Tokai Financial Services September 1992 - October 1993
North American Publishing Company May 1989 - August 1992
Skills
B2B Marketing, Publishing, B2B Publication Launch..., Marketing Communications, Media Relations, Copywriting, B2B, Editorial, Publication Awards..., Press Releases, Custom Publishing and..., Conference Attendee &..., Industry Analyst..., Media Kit Development, Media/Industry..., Advertising Sales..., New Business Generation, Executive Media Training, Marketing Strategy, Audience Development:..., Publications, Conference Research and..., Editorial Publicity, Strategy, Copy Editing, Public Relations, Advertising, Online Advertising, Creative Direction, Internal Communications, Corporate Communications, Marketing, Web Content, Event Management, Strategic Communications, Leadership, Newsletters, Integrated Marketing, Ghostwriting, Publicity, Content Development, Crisis Communications, Speech Writing, Reputation Management, Brochures
Education
University of Pennsylvania 1984 — 1987
B.A., History of Art
Bryn Mawr College 1983 — 1984
cinnaminson hs
Holly Winzler Public Relations LLC November 1993 - Present
KMI Media Group 2012 - 2013
Tokai Financial Services September 1992 - October 1993
North American Publishing Company May 1989 - August 1992
Skills
B2B Marketing, Publishing, B2B Publication Launch..., Marketing Communications, Media Relations, Copywriting, B2B, Editorial, Publication Awards..., Press Releases, Custom Publishing and..., Conference Attendee &..., Industry Analyst..., Media Kit Development, Media/Industry..., Advertising Sales..., New Business Generation, Executive Media Training, Marketing Strategy, Audience Development:..., Publications, Conference Research and..., Editorial Publicity, Strategy, Copy Editing, Public Relations, Advertising, Online Advertising, Creative Direction, Internal Communications, Corporate Communications, Marketing, Web Content, Event Management, Strategic Communications, Leadership, Newsletters, Integrated Marketing, Ghostwriting, Publicity, Content Development, Crisis Communications, Speech Writing, Reputation Management, Brochures
Education
University of Pennsylvania 1984 — 1987
B.A., History of Art
Bryn Mawr College 1983 — 1984
cinnaminson hs
Christopher Trainor Christopher Trainor's Tokai Financial Services Experience October 1990 - March 1997
Job Equipment Financing Specialist/Expert
Industry Financial Services
Experience
TD Equipment Finance, Inc. December 2013 - July 2015
De Lage Landen Finacial Services, Inc. June 2005 - August 2013
De Lage Landen June 2005 - December 2010
LEAF Financial Corporation July 2003 - June 2005
VERIZON June 1998 - October 2002
GE Capital March 1997 - April 1998
Tokai Financial Services October 1990 - March 1997
Skills
Credit, Document Management, Document Review, Document Drafting, Lease Administration, Lease Negotiations, Lease Documentation, Contract Negotiation, Contract Management, Funding, Application Lifecycle..., Portfolio Management, Credit Risk, Finance, Sales Operations, Asset Based Lending, Commercial Finance, Vendor Finance, Structured Finance, Commercial Lending, Financial Structuring, Sales, Credit Analysis, Relationship Management, Financial Risk, Financial Services, Loans, Commercial Banking, Asset Management, Risk Management, Small Business Lending, Banking, Computer Proficiency, Salesforce.com, Asset Integrity, Microsoft Excel
Education
West Chester University of Pennsylvania 1987 — 1990
Business, Management, Marketing, and Related Support Services
Delaware County Community College 1985 — 1987
Business Administration and Management, General
TD Equipment Finance, Inc. December 2013 - July 2015
De Lage Landen Finacial Services, Inc. June 2005 - August 2013
De Lage Landen June 2005 - December 2010
LEAF Financial Corporation July 2003 - June 2005
VERIZON June 1998 - October 2002
GE Capital March 1997 - April 1998
Tokai Financial Services October 1990 - March 1997
Skills
Credit, Document Management, Document Review, Document Drafting, Lease Administration, Lease Negotiations, Lease Documentation, Contract Negotiation, Contract Management, Funding, Application Lifecycle..., Portfolio Management, Credit Risk, Finance, Sales Operations, Asset Based Lending, Commercial Finance, Vendor Finance, Structured Finance, Commercial Lending, Financial Structuring, Sales, Credit Analysis, Relationship Management, Financial Risk, Financial Services, Loans, Commercial Banking, Asset Management, Risk Management, Small Business Lending, Banking, Computer Proficiency, Salesforce.com, Asset Integrity, Microsoft Excel
Education
West Chester University of Pennsylvania 1987 — 1990
Business, Management, Marketing, and Related Support Services
Delaware County Community College 1985 — 1987
Business Administration and Management, General
Michael Kozarez's Tokai Financial Services Experience January 1998 - November 1998
Job Senior Consultant – Application/SOA Architect
Industry Computer Software
Experience
Aetna January 2013 - Present
Comcast January 2012 - December 2012
Aetna July 2010 - December 2011
Zoombak September 2007 - June 2010
City of Philadelphia MAYOR’S OFFICE January 2007 - September 2007
EIGENSCHAFT GLASS INC July 2005 - December 2006
Aetna June 2000 - June 2005
Merrill Lynch November 1998 - June 2000
TOKAI FINANCIAL SERVICES January 1998 - November 1998
DIALCAR May 1997 - December 1997
Skills
SOA, Integration, Software Development, Agile Methodologies, Requirements Analysis, Web Services, Software Engineering, System Architecture, Visio, Business Analysis, Telecommunications, Product Management, Enterprise Architecture, Project Management, Solution Architecture, Unix, Java Enterprise Edition, SDLC, .NET, Microsoft SQL Server, Databases
Education
Drexel University 1985 — 1991
BS, Physics and Atmospheric Sciences
Drexel University 1985 — 1991
Physics, Theoretical and Mathematical Physics
Aetna January 2013 - Present
Comcast January 2012 - December 2012
Aetna July 2010 - December 2011
Zoombak September 2007 - June 2010
City of Philadelphia MAYOR’S OFFICE January 2007 - September 2007
EIGENSCHAFT GLASS INC July 2005 - December 2006
Aetna June 2000 - June 2005
Merrill Lynch November 1998 - June 2000
TOKAI FINANCIAL SERVICES January 1998 - November 1998
DIALCAR May 1997 - December 1997
Skills
SOA, Integration, Software Development, Agile Methodologies, Requirements Analysis, Web Services, Software Engineering, System Architecture, Visio, Business Analysis, Telecommunications, Product Management, Enterprise Architecture, Project Management, Solution Architecture, Unix, Java Enterprise Edition, SDLC, .NET, Microsoft SQL Server, Databases
Education
Drexel University 1985 — 1991
BS, Physics and Atmospheric Sciences
Drexel University 1985 — 1991
Physics, Theoretical and Mathematical Physics
Robin Brady's Tokai Financial Services Experience February 1995 - June 1996
Job Senior Financial Analyst at The Washington Post
Industry Media Production
Experience
The Washington Post May 2014 - Present
National Geographic Society July 2005 - September 2013
National Geographic Society December 1999 - July 2005
National Geographic Society July 1996 - December 1999
Tokai Financial Services February 1995 - June 1996
The Franklin Mint January 1992 - June 1994
The Franklin Mint June 1989 - December 1991
The Franklin Mint September 1987 - May 1989
Westinghouse Electric Company September 1983 - August 1985
Westinghouse Electric Company September 1982 - August 1983
Skills
Computer skills: Excel,..., Budgets, Financial Modeling, Financial Analysis, Digital Media, Forecasting, Strategy, Strategic Planning, Finance, Analysis, Process Improvement, Managerial Finance, Leadership, Strategic Financial..., Start-ups, Auditing, Mergers & Acquisitions, Analytics, Business Strategy, Competitive Analysis, Executive Management, Direct Marketing, Corporate Finance, Financial Planning
Education
University of Pennsylvania - The Wharton School 1985 — 1987
University of Florida 1978 — 1982
BS, Industrial Engineering
The Washington Post May 2014 - Present
National Geographic Society July 2005 - September 2013
National Geographic Society December 1999 - July 2005
National Geographic Society July 1996 - December 1999
Tokai Financial Services February 1995 - June 1996
The Franklin Mint January 1992 - June 1994
The Franklin Mint June 1989 - December 1991
The Franklin Mint September 1987 - May 1989
Westinghouse Electric Company September 1983 - August 1985
Westinghouse Electric Company September 1982 - August 1983
Skills
Computer skills: Excel,..., Budgets, Financial Modeling, Financial Analysis, Digital Media, Forecasting, Strategy, Strategic Planning, Finance, Analysis, Process Improvement, Managerial Finance, Leadership, Strategic Financial..., Start-ups, Auditing, Mergers & Acquisitions, Analytics, Business Strategy, Competitive Analysis, Executive Management, Direct Marketing, Corporate Finance, Financial Planning
Education
University of Pennsylvania - The Wharton School 1985 — 1987
University of Florida 1978 — 1982
BS, Industrial Engineering
Carol Lohr's Tokai Financial Services Experience January 1996 - October 1998
Job Sales Support Rep at Philips Medical Capital
Industry Financial Services
Experience
De Lage Landen/Philips Medical Capital 2002 - Present
Fidelity Leasing October 1998 - September 2001
Tokai Financial Services January 1996 - October 1998
Skills
Account Management, Sales Management, Customer Service, Sales, Selling, B2B, Direct Sales, Solution Selling, Forecasting, New Business Development, Sales Process, Negotiation, Pricing, Sales Operations, Cold Calling, Contract Negotiation, Management, Marketing, CRM, Leadership, Business Development, Team Building
Education
Bloomsburg University of Pennsylvania 1985 — 1989
Bachelor of Science (BS), Early Childhood Education and Teaching
De Lage Landen/Philips Medical Capital 2002 - Present
Fidelity Leasing October 1998 - September 2001
Tokai Financial Services January 1996 - October 1998
Skills
Account Management, Sales Management, Customer Service, Sales, Selling, B2B, Direct Sales, Solution Selling, Forecasting, New Business Development, Sales Process, Negotiation, Pricing, Sales Operations, Cold Calling, Contract Negotiation, Management, Marketing, CRM, Leadership, Business Development, Team Building
Education
Bloomsburg University of Pennsylvania 1985 — 1989
Bachelor of Science (BS), Early Childhood Education and Teaching
Dan Mayo's Tokai Financial Services Experience September 1989 - October 1997
Job Regional Finance Manager at Stryker
Industry Financial Services
Experience
Stryker March 2007 - Present
Wells Fargo Financial February 2005 - February 2007
Canon Financial Services, Inc. March 1999 - January 2005
Innovative Financial Solutions November 1997 - February 1999
Tokai Financial Services September 1989 - October 1997
Skills
Credit, Sales Process, Sales Management, Account Management, Finance, Sales, Strategic Planning, Pricing, Business Development, Forecasting, Contract Negotiation, Process Improvement, Cross-functional Team..., Relationship Management, Marketing Strategy, Competitive Analysis, Leadership, CRM, Strategy, Business Planning, Management, Budgets, Negotiation, New Business Development
Education
Saint Joseph's University 1986 — 1989
BS, Marketing
Stryker March 2007 - Present
Wells Fargo Financial February 2005 - February 2007
Canon Financial Services, Inc. March 1999 - January 2005
Innovative Financial Solutions November 1997 - February 1999
Tokai Financial Services September 1989 - October 1997
Skills
Credit, Sales Process, Sales Management, Account Management, Finance, Sales, Strategic Planning, Pricing, Business Development, Forecasting, Contract Negotiation, Process Improvement, Cross-functional Team..., Relationship Management, Marketing Strategy, Competitive Analysis, Leadership, CRM, Strategy, Business Planning, Management, Budgets, Negotiation, New Business Development
Education
Saint Joseph's University 1986 — 1989
BS, Marketing
Gene Fisher's Tokai Financial Services Experience 1985 - 1997
Job VP Equipment Leasing Operations
Industry Financial Services
Experience
Philips Medical Capital March 2003 - Present
ThoughtWorks February 2000 - August 2002
Tokai Financial Services 1985 - 1997
Skills
Budgets, Business Analysis, Portfolio Management, Contract Negotiation, Management, Executive Management, Strategic Planning, Credit Analysis, Financial Analysis, CRM, Sales Operations, Customer Service, Finance, Risk Management, Credit, Forecasting, Pricing, Process Improvement, Cross-functional Team..., Business Planning, Mergers & Acquisitions, Business Development, Banking, Commercial Lending, New Business Development, Negotiation, Loans, Strategy, Leadership, Financial Modeling, Operations Management, Vendor Management
Education
Saint Joseph's University 1995 — 2013
MBA, Management, 3.93
Penn State University 1980 — 1984
Bachelor's degree, Finance, 3.48
Philips Medical Capital March 2003 - Present
ThoughtWorks February 2000 - August 2002
Tokai Financial Services 1985 - 1997
Skills
Budgets, Business Analysis, Portfolio Management, Contract Negotiation, Management, Executive Management, Strategic Planning, Credit Analysis, Financial Analysis, CRM, Sales Operations, Customer Service, Finance, Risk Management, Credit, Forecasting, Pricing, Process Improvement, Cross-functional Team..., Business Planning, Mergers & Acquisitions, Business Development, Banking, Commercial Lending, New Business Development, Negotiation, Loans, Strategy, Leadership, Financial Modeling, Operations Management, Vendor Management
Education
Saint Joseph's University 1995 — 2013
MBA, Management, 3.93
Penn State University 1980 — 1984
Bachelor's degree, Finance, 3.48
Dan Herr's Tokai Financial Services Experience July 1995 - August 1998
Job Asset Manager Susquehanna Commercial Finance, Inc.
Industry Financial Services
Experience
Susquehanna Commercial Finance December 2007 - Present
GE Capital Solutions May 2006 - November 2007
CitiCapital October 2003 - April 2006
CitiCapital April 2003 - October 2003
CitiCapital October 1999 - April 2003
Tokai Financial Services July 1995 - August 1998
Skills
Portfolio Management, Credit, Asset Based Lending, Credit Analysis, Underwriting, Loans, Commercial Lending, Financial Analysis, Pricing, Banking, Account Management, Risk Management, New Business Development, Credit Risk, Negotiation, Sales Management, Due Diligence, Asset Managment, Contract Negotiation, Sales
Education
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
BS, Marketing Management
Susquehanna Commercial Finance December 2007 - Present
GE Capital Solutions May 2006 - November 2007
CitiCapital October 2003 - April 2006
CitiCapital April 2003 - October 2003
CitiCapital October 1999 - April 2003
Tokai Financial Services July 1995 - August 1998
Skills
Portfolio Management, Credit, Asset Based Lending, Credit Analysis, Underwriting, Loans, Commercial Lending, Financial Analysis, Pricing, Banking, Account Management, Risk Management, New Business Development, Credit Risk, Negotiation, Sales Management, Due Diligence, Asset Managment, Contract Negotiation, Sales
Education
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
BS, Marketing Management
Diana Moy Kelly's Tokai Financial Services Experience 1984 - 1994
Job Treasurer at Aqua America
Industry Utilities
Experience
Aqua America 2009 - Present
FLAGSHIP CREDIT CORPORATION 2006 - 2009
Access Group 2002 - 2006
FLAGSHIP CREDIT CORPORATION 1999 - 2000
PECO Energy 1995 - 1999
Tokai Financial Services 1984 - 1994
Franklin Electronic Publishers 1983 - 1984
Commodore 1981 - 1983
FMC 1975 - 1981
Skills
Financial Analysis, Risk Management, Mergers, Portfolio Management, Financial Modeling, Credit, Forecasting, Capital Markets, Banking, Due Diligence, Corporate Finance, Treasury Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1974 — 1975
MBA, Finance
The Catholic University of America 1970 — 1974
BA, Economics, Accounting
Aqua America 2009 - Present
FLAGSHIP CREDIT CORPORATION 2006 - 2009
Access Group 2002 - 2006
FLAGSHIP CREDIT CORPORATION 1999 - 2000
PECO Energy 1995 - 1999
Tokai Financial Services 1984 - 1994
Franklin Electronic Publishers 1983 - 1984
Commodore 1981 - 1983
FMC 1975 - 1981
Skills
Financial Analysis, Risk Management, Mergers, Portfolio Management, Financial Modeling, Credit, Forecasting, Capital Markets, Banking, Due Diligence, Corporate Finance, Treasury Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1974 — 1975
MBA, Finance
The Catholic University of America 1970 — 1974
BA, Economics, Accounting
Betsy Parrish's Tokai Financial Services Experience 1990 - 1996
Job Sr. Buyer/Planning Specialist
Industry Logistics and Supply Chain
Experience
Ricoh Americas Corporation August 2010 - Present
IKON Office Solutions 2001 - 2010
Communications Test Design, Inc. September 1994 - February 2001
Tokai Financial Services 1990 - 1996
Skills
Oracle, MRP, Financial Analysis, Vendor Managed Inventory, Forecasting, Purchasing, Ariba, Procurement, Variable Data Printing, Inventory Management, Managed Print Services, Strategic Sourcing
Education
Elizabethtown College 1985 — 1989
BA, Communications/Public Relations
Hatboro Horsham High School
Ricoh Americas Corporation August 2010 - Present
IKON Office Solutions 2001 - 2010
Communications Test Design, Inc. September 1994 - February 2001
Tokai Financial Services 1990 - 1996
Skills
Oracle, MRP, Financial Analysis, Vendor Managed Inventory, Forecasting, Purchasing, Ariba, Procurement, Variable Data Printing, Inventory Management, Managed Print Services, Strategic Sourcing
Education
Elizabethtown College 1985 — 1989
BA, Communications/Public Relations
Hatboro Horsham High School
Tom Maggetti's Tokai Financial Services Experience May 1987 - March 1999
Job Financing Manager at Oracle
Industry Financial Services
Experience
Oracle VP - National ProgramsCitiCapitalJanuary 2002 - May 2007
Fidelity Leasing March 1999 - January 2002
Tokai Financial Services May 1987 - March 1999
Skills
Salesforce.com, Enterprise Software, Solution Selling, Business Intelligence, Oracle Applications
Education
La Salle University 1984 — 1988
BA, Economics; Minor in French
1985 — 1986
N/A, Independant Study
Oracle VP - National ProgramsCitiCapitalJanuary 2002 - May 2007
Fidelity Leasing March 1999 - January 2002
Tokai Financial Services May 1987 - March 1999
Skills
Salesforce.com, Enterprise Software, Solution Selling, Business Intelligence, Oracle Applications
Education
La Salle University 1984 — 1988
BA, Economics; Minor in French
1985 — 1986
N/A, Independant Study
Bill Busteed's Tokai Financial Services Experience 1988 - 1996
Job Regional Sales Manager at LEAF Commercial Capital, Inc.
Industry Financial Services
Experience
LEAF Commercial Capital, Inc. August 2013 - Present
Dun & Bradstreet May 2010 - August 2013
De Lage Landen January 2006 - April 2010
Bell & Howell Financial 1996 - 2006
Tokai Financial Services 1988 - 1996
Skills
Sales, Sales Operations, Banking, Leadership, New Business Development, CRM, Account Management, Pricing, Lead Generation, B2B, Salesforce.com, Business Development, Solution Selling, Finance, Direct Sales, Sales Process, Selling, Analytics, Customer Retention, Competitive Analysis, Strategic Partnerships
Education
Bloomsburg University of Pennsylvania
BS, Marketing
North Pocono
LEAF Commercial Capital, Inc. August 2013 - Present
Dun & Bradstreet May 2010 - August 2013
De Lage Landen January 2006 - April 2010
Bell & Howell Financial 1996 - 2006
Tokai Financial Services 1988 - 1996
Skills
Sales, Sales Operations, Banking, Leadership, New Business Development, CRM, Account Management, Pricing, Lead Generation, B2B, Salesforce.com, Business Development, Solution Selling, Finance, Direct Sales, Sales Process, Selling, Analytics, Customer Retention, Competitive Analysis, Strategic Partnerships
Education
Bloomsburg University of Pennsylvania
BS, Marketing
North Pocono
Janet Barrow's Tokai Financial Services Experience 1990 - 1992
Job Administrative Coordinator at University Of Pennsylvania SOM
Industry Research
Experience
University Of Pennsylvania SOM December 1992 - Present
Tokai Financial Services 1990 - 1992
Branch Banks local to Delaware County, PA April 1978 - May 1988
Skills
Microsoft Office, Word, Administrative Support, Purchasing, Confidentiality, Customer Service, Data Entry, Excel, PowerPoint, Scheduling, Coordination, Office Management, Customer Relations, Spreadsheets, Teamwork, Social Media, Typing, English, Inventory Management, Documentation, Accounting, Public Speaking, Office Administration
Education
Cazenovia College 1971 — 1974
Nether Providence 1967 — 1971
Olympic View Jr. High School 1965 — 1967
Delaware County Community College
PA Institute of Technology
Medical Biller and Coder/Medical Office Management
Wharton School, University of Pennsylvania
University Of Pennsylvania SOM December 1992 - Present
Tokai Financial Services 1990 - 1992
Branch Banks local to Delaware County, PA April 1978 - May 1988
Skills
Microsoft Office, Word, Administrative Support, Purchasing, Confidentiality, Customer Service, Data Entry, Excel, PowerPoint, Scheduling, Coordination, Office Management, Customer Relations, Spreadsheets, Teamwork, Social Media, Typing, English, Inventory Management, Documentation, Accounting, Public Speaking, Office Administration
Education
Cazenovia College 1971 — 1974
Nether Providence 1967 — 1971
Olympic View Jr. High School 1965 — 1967
Delaware County Community College
PA Institute of Technology
Medical Biller and Coder/Medical Office Management
Wharton School, University of Pennsylvania
Neil Laak's Tokai Financial Services Experience 1995 - 1997
Job Capital and Credit Solutions, Inc
Industry Financial Services
Experience
Capital and Credit Solutions, Inc October 2004 - Present
Citicapital 1999 - 2004
Citicapital 1999 - 2004
American Equipment Leasing (AEL) January 1998 - April 1999
Tokai Financial Services, Inc 1996 - 1997
Tokai Financial Services 1995 - 1997
Tokai Financial Services 1994 - 1995
Tokai Financial Services 1990 - 1994
Tokai Financial Services 1989 - 1990
Education
Philadelphia University
Bachelor of Science (BS), Finance
Capital and Credit Solutions, Inc October 2004 - Present
Citicapital 1999 - 2004
Citicapital 1999 - 2004
American Equipment Leasing (AEL) January 1998 - April 1999
Tokai Financial Services, Inc 1996 - 1997
Tokai Financial Services 1995 - 1997
Tokai Financial Services 1994 - 1995
Tokai Financial Services 1990 - 1994
Tokai Financial Services 1989 - 1990
Education
Philadelphia University
Bachelor of Science (BS), Finance
Louis Fortunato's Tokai Financial Services Experience 1989 - 1998
Job Director, Channel Sales CIT Equipment Finance, US
Industry Financial Services
Experience
CIT May 2007 - Present
Citi 2001 - 2007
Fidelity Leasing 1998 - 2001
Tokai Financial Services 1989 - 1998
Skills
Credit, Asset Based Lending, Credit Analysis, Loans, Portfolio Management, Financial Services, Underwriting, Sales, Relationship Management, New Business Development, Commercial Lending, Credit Risk
Education
Shippensburg University of Pennsylvania 1985 — 1989
BSBA, Management and Marketing
CIT May 2007 - Present
Citi 2001 - 2007
Fidelity Leasing 1998 - 2001
Tokai Financial Services 1989 - 1998
Skills
Credit, Asset Based Lending, Credit Analysis, Loans, Portfolio Management, Financial Services, Underwriting, Sales, Relationship Management, New Business Development, Commercial Lending, Credit Risk
Education
Shippensburg University of Pennsylvania 1985 — 1989
BSBA, Management and Marketing
Michael Gutzan's Tokai Financial Services Experience 1989 - 1997
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Universal Space Network 2003 - 2008
SiliconGen Corporation 2000 - 2003
King's Connection, Inc. 2000 - 2001
ASI (Automated Systems, Incorporated) 1997 - 2000
Tokai Financial Services 1989 - 1997
Skills
Microsoft Exchange, Troubleshooting, Network Design, System Administration, Windows Server, Network Monitoring Tools, Software Installation, Security, Cisco Technologies, DHCP, Switches, Linux, Technical Support, Networking, DNS, Firewalls, Telecommunications
Education
Thomas Edison State College
Computer Science
Universal Space Network 2003 - 2008
SiliconGen Corporation 2000 - 2003
King's Connection, Inc. 2000 - 2001
ASI (Automated Systems, Incorporated) 1997 - 2000
Tokai Financial Services 1989 - 1997
Skills
Microsoft Exchange, Troubleshooting, Network Design, System Administration, Windows Server, Network Monitoring Tools, Software Installation, Security, Cisco Technologies, DHCP, Switches, Linux, Technical Support, Networking, DNS, Firewalls, Telecommunications
Education
Thomas Edison State College
Computer Science
Judy Di Prospero's Tokai Financial Services Experience January 1998 - November 1999
Job Administrative Professional
Industry Telecommunications
Experience
None specified September 2006 - Present
De Lage Landen formerly Tokai Financial Services November 1999 - March 2005
Tokai Financial Services January 1998 - November 1999
Tokia Financial Services December 1994 - December 1997
Skills
Training, Projects, Spreadsheets, Data Entry, Outlook, Lotus Notes, Access, Project Management, QuickBooks, Microsoft Excel, Software Documentation, Customer Service, Microsoft Word, Microsoft Office, Administrative...
Education
Immaculata University 2002 — 2005
BS, Business Administration
Delaware County Community College 1984 — 1987
AS, Applied Sciences
None specified September 2006 - Present
De Lage Landen formerly Tokai Financial Services November 1999 - March 2005
Tokai Financial Services January 1998 - November 1999
Tokia Financial Services December 1994 - December 1997
Skills
Training, Projects, Spreadsheets, Data Entry, Outlook, Lotus Notes, Access, Project Management, QuickBooks, Microsoft Excel, Software Documentation, Customer Service, Microsoft Word, Microsoft Office, Administrative...
Education
Immaculata University 2002 — 2005
BS, Business Administration
Delaware County Community College 1984 — 1987
AS, Applied Sciences
Jenny Geliebter's Tokai Financial Services Experience 1988 - 1993
Job Senior Credit Analyst at Canon Financial Services Inc
Industry Financial Services
Experience
Canon Financial Services Inc 2011 - Present
CoActiv Capital Partners Inc January 2006 - April 2011
De Lage Landen 2003 - 2006
CitiCapital Office Technology Solutions 1999 - 2003
American Business Leasing 1997 - 1999
Advanta Business Services 1994 - 1997
Tokai Financial Services 1988 - 1993
Education
La Salle University 1982 — 1986
BA, Communications
Canon Financial Services Inc 2011 - Present
CoActiv Capital Partners Inc January 2006 - April 2011
De Lage Landen 2003 - 2006
CitiCapital Office Technology Solutions 1999 - 2003
American Business Leasing 1997 - 1999
Advanta Business Services 1994 - 1997
Tokai Financial Services 1988 - 1993
Education
La Salle University 1982 — 1986
BA, Communications
James Rousseau's Tokai Financial Services Experience August 1984 - April 1993
Job CREDIT & COLLECTIONS MANAGER at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC October 1993 - Present
Tokai Financial Services August 1984 - April 1993
Skills
Credit, Financial Reporting, Accounting, Portfolio Management, Financial Analysis, Analysis, Budgets, Auditing, Process Improvement, Cash Flow, Cash Management
Education
Saint Joseph's University 1966 — 1970
BS, Political Science
CBIZ MHM, LLC October 1993 - Present
Tokai Financial Services August 1984 - April 1993
Skills
Credit, Financial Reporting, Accounting, Portfolio Management, Financial Analysis, Analysis, Budgets, Auditing, Process Improvement, Cash Flow, Cash Management
Education
Saint Joseph's University 1966 — 1970
BS, Political Science