Treasury Strategies, Inc.
Industry: Company
DescriptionFounded: 1981 Parent organization: Novantas
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Treasury Strategies, Inc. Employees
Treasury Strategies, Inc. August 2014 - Present
Mercer Investment Consulting July 2011 - August 2012
Mercer Investment Consulting September 2009 - July 2011
Mercer Investment Consulting May 2008 - August 2008
CME Group May 2007 - August 2007
Skills
Investments, Asset Allocation, Investment Management, Investment Advisory, Business Strategy, Team Leadership, Management Consulting, Strategy, Leadership, Cross-functional Team..., Management, Change Management, Marketing Strategy, Recruiting, Financial Services, Financial Analysis
Education
University College Dublin 2012 — 2013
Master of Business Administration (MBA)
ESCP Europe 2008 — 2009
Finance
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
2009, Finance
Montini Catholic High School 2001 — 2005
8th Light November 2014 - Present
8th Light March 2014 - October 2014
Western Golf Association/Evans Scholars Foundation January 2011 - March 2014
Western Golf Association/Evans Scholars Foundation November 2007 - January 2011
Windy City Fieldhouse May 2007 - October 2007
National Restaurant Association March 2006 - December 2006
Treasury Strategies, Inc. June 2005 - September 2005
Skills
Fundraising, Leadership, Social Media, Team Building, Marketing, Marketing Communications, CRM, Training, Adobe Creative Suite, Customer Service, Facebook, Business Process..., Raiser's Edge, Editing, Information Technology, Networking, PowerPoint, Software Project..., Teamwork, HTML, CSS, JavaScript, jQuery, Ruby, CoffeeScript, Clojure, SQL, iOS
Education
DePaul University 2009 — 2012
Master of Science (MS), Applied Technology
Northwestern University 2003 — 2007
Bachelor of Science (B.S.), Communications & Economics
Federal Reserve Bank of Chicago May 2015 - Present
Federal Reserve Bank of Chicago November 2014 - May 2015
Treasury Strategies, Inc. January 2014 - November 2014
Dominican University October 2013 - January 2014
Dominican University November 2011 - September 2013
Skills
Research, Writing, Microsoft Excel, Editing, SPSS, Finance, Data Analysis, Market Research, Creativity, Public Speaking, Analysis, Economics, Customer Service, Financial Services
Education
Dominican University 2011 — 2015
Bachelor of Arts (BA)
East Leyden High School 2007 — 2011
CIG Capital Advisors September 2015 - Present
Treasury Strategies, Inc. September 2014 - September 2015
Michigan State University August 2012 - August 2014
Michigan State University May 2013 - July 2014
Student Investment Fund January 2014 - May 2014
Michigan State University May 2013 - August 2013
Skills
Finance, Financial Modeling, Microsoft Excel, Investments, Program Management, Portfolio Management, Teamwork, Business Statistics, Cash Management, Equity Trading, Equity Research, Derivatives Trading, Technical Analysis, Economics, Project Finance, Public Speaking, SPSS, Bloomberg Terminal
Education
Michigan State University 2012 — 2014
Bachelor of Arts (BA), Finance and Financial Management Services, Cumulative 3.73/4.0
Treasury Strategies, Inc. April 2002 - Present
Journal of Corporate Treasury Management November 2008 - June 2011
Indiana University 2001 - 2002
Carole Robertson Center for Learning 2000 - 2002
Harris Bank 1985 - 1999
Skills
ACH, Liquidity, Financial Institutions, Basel II, SWIFT, Credit Risk, Derivatives, Strategy, Product Management, Capital Markets, SWIFT payments, Consulting, Product Development, Relationship Management, Mergers, Management Consulting, Business Analysis, Operational Efficiency, Portfolio Management, Business Process..., Quantitative Analytics, Project Planning, Cash Management, Project Management, Program Management, Money Market Funds, Finance, Deposit Growth, Financial Risk, FX Options, Revenue Analysis, Strategic Planning, Financial Modeling, Supply Chain, Basel III, Lockbox, Process Improvement, Investments, Payments, Analysis, Trading, Electronic Funds..., Financial Services, Risk Management, Fedwire, Business Strategy, Investment Banking, Corporate Finance, Data Analysis, Financial Analysis
Education
Northwestern University 1990 — 1996
MA
Indiana University Bloomington 1980 — 1985
BS
Treasury Strategies, Inc. January 2014 - Present
JMB Insurance May 2013 - January 2014
TeleSight, LLC September 2012 - May 2013
True Partners Consulting June 2011 - January 2012
Northwestern Mutual Financial Network McTigue Financial Group April 2010 - May 2011
Skills
Leadership, CRM, Recruiting, Time Management, Training, Microsoft Office, Management, Marketing, Microsoft Excel, Research, Analysis, Sales, Data Analysis, Market Research, Social Media
Education
Loyola University of Chicago 2009 — 2013
Bachelor's Degree, International Business, Economics, and Finance
Capco March 2013 - Present
Capco April 2012 - February 2013
Treasury Strategies, Inc. July 2010 - February 2012
PNC Bank May 2008 - July 2010
National City Bank April 2007 - May 2008
Citibank / Smith Barney September 2003 - March 2006
Skills
Treasury Management, Commercial Banking, Financial Analysis, Credit, Financial Reporting, Underwriting, Cash Flow, Banking, Cash Flow Forecasting, Commercial Lending, Risk Management, Cash Management, Payments, Financial Modeling, Financial Services, Loans, Credit Analysis
Education
Michigan State University 2002 — 2006
Bachelors, Finance
Brother Rice High School
Price Waterhouse Coopers September 2010 - Present
Axalta Coating Systems 2013 - 2013
General Motors 2012 - 2012
Treasury Strategies, Inc. January 2010 - October 2010
Treasury Strategies, Inc. April 2007 - May 2010
JP Morgan Securities July 2005 - April 2007
Goldenberg, Hehmeyer, and Company March 2004 - July 2005
Skills
Treasury Management, Financial Institutions, Treasury, Risk Management, Banking, Cash, Liquidity, Interest Rate Risk..., Hedging, Liquidity Management, FX Options, Capital Markets, Basel II, Derivatives, Currency, Cash Flow Forecasting, AML, Financial Modeling, Cash Management, Financial Risk
Education
University of Michigan 1998 — 2003
BA, Economics, Psychology
University of Michigan - Stephen M. Ross School of Business 1998 — 2003
BA, Accounting, Finance
Treasury Strategies, Inc. February 2014 - Present
Treasury Strategies, Inc. September 2013 - January 2014
The RWC Group May 2013 - August 2013
Brink’s January 2013 - April 2013
Brinks, Inc. 2011 - 2012
Brink's, Inc. 2007 - 2010
Fifth Third Bank 2005 - 2007
Bank of America 2004 - 2004
Wachovia Bank 1991 - 1997
Skills
Cash Management, Banking, Payments, Executive Management, Product Management, Product Strategy, P&L Management, Strategy Development, Pricing, Treasury Management, Product Development, Operations Management, Sales Management, Mergers & Acquisitions, Strategy, Cross-functional Team..., Process Improvement, Competitive Analysis, Business Strategy, Business Planning, Business Process..., Treasury, Portfolio Management, Business Development, Sales Operations, Risk Management, Team Building, New Business Development, Forecasting, Contract Negotiation, Leadership, Financial Analysis, Business Analysis, Financial Services, Strategic Planning, Business Intelligence, Vendor Management, CRM, Change Management, Strategic Partnerships, Outsourcing, Electronic Payments, Sales, Relationship Management, Marketing Strategy, Six Sigma, Finance, Analysis, Management, Management Consulting
Education
Appalachian State University 1987 — 1991
Bachelor of Science (B.S.), Political Science and Economics
Treasury Strategies, Inc. July 2015 - Present
Treasury Strategies, Inc. July 2014 - June 2015
Hoopis Financial Group May 2013 - December 2013
KDM Enterprises June 2012 - August 2012
Palatine Park District May 2009 - August 2011
Skills
Leadership, Coaching, Data Analysis, Problem Solving, Research, Emerging Payments, FinTech, Mobile Payments, Financial Services, Analysis, Banking
Education
DePaul University 2012 — 2015
Bachelor of Science (B.S.) Economics, Minor in Marketing and Philosophy, 3.86/4.00 GPA
University of Wisconsin-Madison 2011 — 2012
Trax Technologies October 2014 - Present
Treasury Strategies, Inc. November 2013 - September 2014
Syncada LLC July 2009 - September 2013
U.S. Bank - PowerTrack August 1996 - June 2009
U.S. Bank 1989 - June 1996
Cable Value Network (CVN) 1987 - 1989
McGladrey 1986 - 1987
Republic Airlines 1985 - 1986
Private Specialty Chemical Manufacturer 1982 - 1985
Deloitte 1979 - 1982
Skills
Product Development, Transportation, B2B, Business Process..., Business Analysis, Payments, SaaS, Program Management, Business Intelligence, Business Strategy, Strategic Planning, Strategy Development, Cards, Proposal Writing, Planning, Pricing, Project Planning, Strategy, Management, Finance, Forecasting, Cross-functional Team..., Negotiation, Product Management, Supply Chain Management, Executive Management, Mergers & Acquisitions, Contract Negotiation, Analysis, Change Management, Vendor Management, Risk Management, Business Planning, Financial Services, Business Development, Management Consulting, IT Strategy, Analytics, Banking, Project Management, Leadership, Data Analysis, Data Analytics, Supply Chain, Business Process, Product Marketing, Budgets, Start-ups, Competitive Analysis
Education
University of Minnesota 1974 — 1976
Master of Science, Operations Research
University of Minnesota-Twin Cities 1969 — 1974
Bachelor of Science, Mechanical Engineering
Treasury Strategies, Inc. January 1982 - Present
First National Bank of Chicago 1974 - 1982
Skills
Treasury Consulting, Bank Consulting, Treasury Management, Interest Rate Risk..., Treasury Services, Cash Management, Treasury Functions, Risk Management, Transaction Banking, Commercial Banking, Financial Regulation, Transaction Services, Liquidity Management, Cash Flow Forecasting, Banking, Public Speaking, SAP Treasury, Working Capital..., Deposit Management, Money Market Funds, Treasury Technology, Interest Rate..., Payments, Chess, Treasury Systems, KenKen, Listening, Transaction Processing, Financial Services, Corporate Finance, Regulatory Affairs, Strategic Financial..., Management Consulting, Funds Transfer Pricing, Transactional Banking, Global Cash Management, Treasury, Consulting, Working Capital..., Management, Basel III, Financial Transactions, Dodd-Frank, Basel II, Strategy, Game Theory, Capital Markets, Financial Risk, Leadership, Financial Institutions
Education
Northwestern University - Kellogg School of Management 1973 — 1974
MBA, Finance, Accounting and Information Systems
Duquesne University 1969 — 1973
BS, Business Administration
Treasury Strategies, Inc. September 2012 - June 2014
Marcus Evans 8th Annual Liquidity conference April 2013 - May 2013
2012 IIF Executive Program on Treasury Risk September 2012 - October 2012
Dexia October 1997 - May 2012
National Bank of Kuwait September 1987 - October 1997
Skills
Liquidity, Capital Markets, Interest Rate Risk..., Banking, Funding, Currency, Liquidity Management, ALM, Cash Management, Treasury Management, Derivatives, Credit Risk, Risk Management, Credit, Portfolio Management, Fixed Income, Treasury, Foreign Exchange, Bonds, Money Market, Trading, Financial Markets, Financial Risk, Investment Banking, Investments, Bloomberg, Enterprise Risk..., FX Options, Hedging
Education
Fordham University School of Law 1981 — 1984
Juris Doctor
KCC
State University of New York at Albany
State University of New York at Albany
Agape Staffing & Services April 2015 - Present
The Salem Group 2001 - Present
BMO Harris Bank November 2010 - September 2014
BMO Harris Bank October 2010 - September 2014
Treasury Strategies, Inc. 2007 - 2009
LaSalle Bank (now Bank of America) 1998 - 2001
Skills
Banking, Financial Services, QUAILTY CONTROL, Quality Auditing, Financial Audits, Office Management, Microsoft Office 2007, Microsoft Office 2003, Internal Audit, Customer Service, Leadership, Event Planning, Project Management, Management, Microsoft Word, Public Speaking, Budgets, Microsoft Office, Time Management
Education
Columbia College Chicago
Communication and Media Studies
MSTA Business College
Associate's degree
Treasury Strategies, Inc. January 2014 - Present
Alpha Phi Alpha Fraternity, Inc. 2014 - Present
Alpha Phi Delta national Fraternity 2011 - Present
DePaul University September 2009 - June 2013
DePaul University Campus Catholic Ministry September 2008 - June 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Macroeconomics, Microeconomics, Finance, Bonds, Derivatives, Screenwriting, Film, Cinematography, Economics, Business Strategy, Marketing, Analytical Reasoning, Problem Solving, Microsoft Word, Public Speaking, Leadership, Quantitative Analytics, Digital Cinema, Ministry Leadership, Youth Ministry, Editing, Final Cut Pro, Risk Management, Leadership Development, Market Research, Public Relations, Critical Thinking, Creative Writing, Financial Analysis, Event Planning, Teamwork, Community Outreach, Financial Modeling, Social Media, Fundraising, Video Editing, Data Analysis, Analysis, Social Networking, Research, Blogging, Public Policy, Social Media Marketing, Nonprofits, Facebook
Education
DePaul University 2008 — 2013
Bachelor of Arts, Economics
Evanston Township High School 2004 — 2008
High School Diploma, 4.0 GPA
Accenture July 2015 - Present
PwC October 2012 - June 2015
Treasury Strategies, Inc. June 2010 - October 2012
CNA Financial Corp. September 2008 - June 2010
CNA January 2006 - September 2008
CNA Insurance March 2003 - January 2006
CNA Insurance November 2000 - March 2003
RSM McGladrey (f.k.a. American Express Tax & Business Svcs.) September 1997 - November 2000
Skills
Treasury, Treasury Management, Treasury Systems, Cash Management, SOX, Risk Management, Cash Flow Forecasting, Cash, Project Management, Business Strategy, Consulting, Management Consulting, Banking, Treasury Services, Certified Treasury..., Public Speaking, Change Management, Business Intelligence, Business Process..., Corporate Finance, Spanish-English, Problem Solving, Business Transformation, Sarbanes-Oxley Act, Accounting, Oracle E-Business Suite, Private Equity, SWIFT messaging, Process Improvement, Analysis, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2008
MBA, Finance - Strategy, Execution and Valuation
Northern Illinois University 1994 — 1997
B.S., Accountancy
Treasury Strategies, Inc. July 2012 - Present
Treasury Strategies, Inc. January 2011 - July 2012
DENSO International America, Inc. June 2008 - January 2011
Magna Car Top Systems March 2008 - June 2008
Strategic Employee Benefit Services of Michican, Inc. June 2007 - March 2008
R&J Manufacturing Company June 2001 - June 2007
Skills
Treasury Management, Cash Flow Forecasting, Cash Management, Liquidity Management, Treasury, Financial Analysis, Working Capital..., Risk Management, Corporate Finance, Hedging, Capital Markets, Derivatives, Banking, Investments, Payments, Process Improvement, SWIFT payments, Project Planning, Internal Controls, FX Options, Analysis, Finance, Consulting, Financial Modeling, Management, Leadership, Financial Services, Forecasting, Internal Audit, Accounting
Education
Michigan State University - The Eli Broad College of Business 2009 — 2011
MBA
Oakland University 2001 — 2008
Bachelors of Science, Finance
Walled Lake Central High School
Guggenheim Partners January 2012 - Present
Nalco, An Ecolab Company December 2010 - January 2012
Treasury Strategies, Inc. September 2009 - December 2010
Wrigley May 2006 - September 2009
Skills
Cash Management, Financial Modeling, Financial Analysis, Corporate Finance, FX, Asset Management, Valuation, Treasury Management, Treasury, Trading, Strategic Financial..., Private Equity, Portfolio Management, Investments, Bloomberg, Capital Markets, Derivatives, Equities, FX Options, Finance, Fixed Income, Investment Banking
Education
Miami University 2002 — 2006
Bachelor’s Degree, Finance
PNC Bank January 2001 - Present
Treasury Strategies, Inc. 2000 - 2001
IBJ Whitehall 1995 - 2000
IBJ Schroder 1989 - 1995
Standard Chartered Bank 1988 - 1989
JPMorgan Chase 1982 - 1988
Skills
Certified Cash Manager,..., Treasury Management, Liquidity Management, Commercial Banking, Commercial Lending, Cash Management, ACH, Interest Rate Risk..., Financial Analysis, Credit Risk, Payments, Portfolio Management, Capital Markets, Certified Treasury..., Banking, Structured Finance, Investment Banking, Corporate Finance, Risk Management, Credit Analysis, Asset Based Lending, Loans, Treasury Services, Financial Risk, Small Business Lending, Retail Banking, Credit Cards, Financial Services, Consumer Lending, Financial Institutions, Operational Risk, Middle Market, AML, FX Options
Education
Brooklyn College
BS
Treasury Strategies, Inc. April 2010 - Present
self employed June 1992 - April 2010
Treasury Strategies, Inc. 1987 - 1992
Continental Bank 1981 - 1987
Skills
Treasury Management, Cash Flow Forecasting, Liquidity Management, Liquidity, Risk Management, Treasury Technology, Global Cash Management, SWIFT for Corporates, SWIFT payments, Sarbanes-Oxley Act, Treasury, Banking, Process Improvement, FX Options, Management Consulting, Cash Management, Payments, Working Capital..., Internal Controls, Financial Risk, Mergers & Acquisitions, Cash Flow, Financial Institutions, Financial Services, Investments, Financial Analysis, Payment Systems, Capital Markets, Hedging, Financial Modeling, Corporate Finance, Funding, Portfolio Management, Investment Management, Fixed Income, Foreign Exchange, Currency, Trading, Financial Markets, Derivatives, Credit Risk, Finance, Credit, Investment Banking, Bonds, Basel II, Commercial Banking
Education
Northwestern University - Kellogg School of Management 1979 — 1981
MBA, Finance, Management Policy
Wheaton College 1973 — 1976
BA, Modern Foreign Languages
Treasury Strategies, Inc. March 2008 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2011
MBA
University of Illinois at Urbana-Champaign 2003 — 2007
Consumer Economics, Economics
Illinois Institute of Technology August 2010 - Present
Stuart Investments 2005 - Present
PEAK6 Investments LP September 2008 - August 2010
FactSet Research Systems July 2007 - September 2008
Institute for Market Technology 2005 - April 2008
Federal Home Loan Bank of Chicago December 2006 - May 2007
Treasury Strategies, Inc. September 2006 - November 2006
Illinois Institute of Technology December 2005 - September 2006
Thomas Medical Products February 2002 - August 2002
Kulicke & Soffa May 2001 - February 2002
Education
Illinois Institute of Technology 2004 — 2006
MS Financial Markets, Financial Engineering
University of Pittsburgh
BA/BS, Finance
RCano Events October 2013 - Present
Independent Performing Artist 1998 - Present
Interactive Communications, Inc. October 2002 - October 2012
Fundtech 2002 - 2004
Treasury Strategies, Inc. October 1998 - November 2001
Skills
Dance, Performing Arts, Choreography, Administration, Microsoft Office, Marketing Strategy, Marketing Communications, Strategic Planning, CRM Program Management, Event Planning, Research, Blogging, Photoshop, Social Media Marketing, Customer Service, Web Design, Problem Solving, Customer Relations, System Administration, Video Production, Marketing, Adobe Creative Suite, Theatre, Ballet, Creative Direction, Public Relations, Teaching, Modern Dance, Jazz Dance
Education
Central Piedmont Community College 1992 — 1998
Associate of Arts (A.A.)
Griffith Laboratories 2013 - Present
Treasury Projects Consulting 2011 - 2013
GATX Corporation 2011 - 2011
CF Industries, Inc. (Lucas Group) March 2010 - October 2010
Fenwal, Inc. March 2008 - December 2009
Treasury Strategies, Inc. April 2007 - February 2008
Rotary International 1998 - 2005
Platinum Technology Bell & Howell 1996 - 1998
Andrew Corporation 1995 - 1996
Nalco Chemical Company 1984 - 1995
Skills
Corporate Treasury, Bank Relationship..., Cash Management, Debt Management, Investments, Liquidity Management, Cash Flow Forecasting, Corporate Finance, Global Management, Capital Markets, M&A due diligence, Acquisition Integration, Pensions, Risk Management, Foreign Exchange..., Hedging, Letters Of Credit, Working Capital..., Treasury Management, Letters of Credit, Banking, Treasury, Cash Flow, Due Diligence, Mergers, Financial Reporting, Finance, Private Equity, Financial Accounting, Process Improvement, Valuation, Credit, Forecasting, Analysis, Derivatives, Consolidation, Restructuring, Financial Services, Mergers & Acquisitions, Management, Bloomberg, Sarbanes-Oxley Act, Investment Management, Treasury Services, Portfolio Management, Financial Modeling, Funding, Cross-functional Team..., Business Process, Leadership
Education
Northwestern University - Kellogg School of Management
Master of Management, Finance and Marketing
Purdue University
Bachelor of Science, Management
Usher & Associates, LLC 2011 - Present
Apple Spice Junction 2004 - 2010
Independent Treasury Consultant 1998 - 2004
Treasury Strategies, Inc. 1992 - 1998
Foote, Cone & Belding Communications, Inc. 1982 - 1991
Alberto Culver Company 1979 - 1982
Skills
Treasury Management, Financial Analysis, Treasury, Cash Management, Forecasting, Finance, Banking, Credit, Investments, Corporate Finance, Cash Flow Forecasting, Team Building
Education
Northwestern University
Bachelor's Degree
Quinlan School of Business, Loyola University Chicago
MBA, Finance
InvenTrust Properties Corp. Director of TreasuryInvenTrust Properties Corp.2014 - Present
Treasury Strategies, Inc. 2010 - 2014
Maurice Sporting Goods 2009 - 2010
KPMG 2007 - 2009
Ernst & Young June 2005 - December 2006
Skills
Cash Flow Forecasting, Liquidity Management, Working Capital..., Risk Management, Strategic Planning, Cash Pooling
Education
University of Illinois at Urbana-Champaign 2001 — 2005
B.S., Finance
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Bachelors of Science, Finance
Lincoln Park High School
American Express 2014 - 2014
Capital One April 2012 - June 2013
Treasury Strategies, Inc. November 2010 - April 2012
MMG Partners October 2007 - October 2010
Skills
Strategy, Corporate Finance, Financial Analysis, Financial Services, Commercial Banking, Capital Management, Product Management, Banking, Analysis, Strategic Planning, Management Consulting
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2003 — 2007
B.S. in Economics
Westchester Academy
Xerillion September 2014 - Present
consilium1 June 2012 - September 2014
Chicago Bears Pro Shop February 2012 - June 2012
Treasury Strategies, Inc. February 2012 - June 2012
DePaul University December 2009 - June 2012
Education
DePaul University 2008 — 2012
Treasury Strategies, Inc. October 1997 - Present
Skills
Treasury Management, Liquidity Management, Swaps, Financial Analysis, Business Strategy, Foreign Exchange, Market Research, Consulting, Risk Management, Treasury, Derivatives, Bonds, Credit Risk, Cash Management, Banking, Product Development, Hedging, Pricing, Liquidity, Financial Institutions, Wholesale Banking, Credit, Basel II, ABS, Money Market, Management, Sales, AML, Interest Rate Risk..., ALM, Financial Services, Cash Flow Forecasting, Investments, SWIFT payments, Corporate Finance, Funding, Currency, Management Consulting, Transactional Banking, Financial Modeling, Funds Transfer Pricing, Capital Markets, Payments, FX Options, Working Capital..., Payment Systems, Internet Banking, Deposits, Cash, Middle Market
Education
Emory University 1992 — 1995
B.A., International Relations, Economics, Italian
Niles North High School
Treasury Strategies, Inc. May 2013 - Present
Accretive Solutions April 2013 - Present
ASP Business Financial Strategies, LLC February 2011 - Present
Advantage Resourcing October 2007 - August 2010
EMC Corporation February 2005 - October 2007
EMC Corporation May 1996 - February 2005
Lotus Development 1995 - 1995
Kendall Healthcare 1993 - 1995
Digital Equipment Corporation 1986 - 1993
Skills
Treasury Management, Internal Controls, Internal Audit, Payments, Business Process..., Working Capital..., Portfolio Management, Capital Structure, IT Audit, Global Cash Management, A/R collections, Modern Portfolio Theory, Microsoft Office, Credit Risk, Treasury Management..., Multi-bank reporting..., SWIFT messaging, Foreign Exchange..., Bank Account..., Interest Rate Risk..., Derivatives, Asset Managment, Investment Management, Capital Budgeting, WACC, Debt Management, Asset Based Borrowing, Covenant Compliance, Factoring, Invoice Discounting, Letters of Credit, Non-Qualified Deferred..., Pension Administration, 401K, Sarbanes-Oxley, J-SOX, Process Flow..., Automation, Access Control, Compliance, E-Verify, Whistleblower, Financial Statement..., DCF Valuation, Mentoring, Employee Recognition, Employee Training, HR Policies, Financial Policies &..., Treasury Management...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
MBA, Finance, Investments, Economics
California State University-Northridge 1987 — 1989
BS, Accounting, Computer Science
Los Angeles Valley College 1978 — 1980
Associate of Arts (AA), Business
Treasury Strategies, Inc. January 1982 - Present
First National Bank of Chicago 1976 - 1982
Skills
Cash Management, Payments, Derivatives, Treasury Management, Banking, Capital Markets, Risk Management, Financial Services, Sarbanes-Oxley Act, Credit, Investments, Strategic Planning, Financial Transactions, Working Capital..., Financial Modeling, Cash Flow Forecasting, Credit Risk, Portfolio Management, Hedging, Business Transformation, Investment Banking, Business Strategy, Enterprise Risk..., Financial Risk, Financial Analysis, Treasury, Corporate Finance, Basel II, Pricing, Accounting, Start-ups, Payment Systems, Management Consulting, Commercial Banking, Valuation, Relationship Management, Mergers & Acquisitions, FX Options, Internal Controls, Change Management, AML, Business Process..., Financial Reporting, Cash, Finance, Financial Institutions, Financial Regulation, Benchmarking, Strategic Financial..., Consulting
Education
The University of Chicago 1976 — 1979
MBA, FInance
Kenyon College 1972 — 1976
BMO Financial Group January 2015 - Present
Citi April 2014 - January 2015
GE Capital April 2012 - April 2014
Treasury Strategies, Inc. February 2010 - April 2012
MB Financial Bank November 2009 - January 2010
Corus Bank July 2008 - October 2009
Skills
Microsoft Excel, Microsoft Office, Visual Basic, Treasury Management, Program Management, Banking, Treasury, Data Analysis, Analysis, Management, Process Improvement, Strategy, Credit, Forecasting, Risk Management, Analytics
Education
University of Michigan 2005 — 2008
BA, Economics, Political Science
Associated Bank October 2011 - Present
Treasury Strategies, Inc. April 2010 - August 2011
Crowe Horwath LLP January 2008 - February 2009
PricewaterhouseCoopers March 2003 - October 2007
Arthur Andersen August 2000 - May 2002
JPMorgan Chase May 1981 - August 2000
Education
Cornell College
B.A., History, Math
Indiana University Bloomington
MBA, Ph.D., Finance, History
Treasury Strategies, Inc. July 2014 - Present
Treasury Strategies, Inc. July 2013 - Present
quadrantONE January 2012 - February 2013
Skills
PowerPoint, Research, Microsoft Excel, Analysis, ERD Diagraming, Relational Data Modeling, Management, Market Research, Finance, Microsoft Word, Microsoft Office
Education
The University of Chicago
Candidate for Masters of Science in Analytics
Loyola University Chicago
Economics, Finance, & Information Systems
Protiviti August 2015 - Present
Treasury Strategies, Inc. July 2015 - July 2015
Treasury Strategies, Inc. May 2012 - June 2015
National Able Network May 2011 - November 2011
Skills
Economics, Finance, Research, SPSS, Stata, Microsoft Excel, PowerPoint, Critical Thinking, Data Analysis, Spanish Literature, Strategy, Management, Financial Services, Analysis, Accounting, Public Speaking, Financial Modeling, Quantitative Analytics, Forecasting, Financial Analysis, Microsoft Word, Teamwork, Market Research, Financial Reporting
Education
Loyola University of Chicago - Graduate School of Business 2012 — 2013
Master of Business Administration (MBA), International Finance
Loyola University of Chicago 2008 — 2012
B.B.A, Economics, Spanish Language & Literature
Taylor Johnson March 2013 - Present
Mesirow Financial April 2005 - December 2012
Mesirow Financial April 2000 - April 2005
Treasury Strategies, Inc. November 1998 - April 2000
McAdams Associates, Inc. September 1995 - November 1998
Skills
Strategic Planning, Marketing Communications, Internal Communications, Public Relations, Reputation Management, Creative Writing, Technical Writing, Editing, Program Management, Team Building, Contract Negotiation, Social Media, Event Planning, Adobe Creative Suite, Illustration, Brand Management, Crisis Communications, Competitive Analysis, Microsoft Office 2010
Education
DePaul University 2000 — 2002
Bachelors of Arts, Marketing
Robert Morris College 1998 — 2000
Associate's degree, Graphic Design
Expeditors International September 2011 - Present
Treasury Strategies, Inc. June 2011 - August 2011
Ed Venture Partners Internship January 2011 - May 2011
University of Illinois at Chicago 2011 - 2011
Treasury Strategies May 2010 - August 2010
Skills
PowerPoint, Photoshop, Illustrator, Data Visualization, Adobe Creative Suite, Customer Seminars, Microsoft Excel, Marketing Communications, Social Media Marketing, Advertising, Marketing, Social Media, Editing, Press Releases, Sales, Newsletters, Social Networking, Management
Education
University of Illinois at Chicago 2007 — 2011
Bachelor of Science, Marketing
Catholic Church Extension Society July 2011 - Present
Treasury Strategies, Inc. April 2009 - June 2011
West Monroe Partners July 2008 - December 2008
Northwestern Mutual May 2007 - May 2008
IU Auditorium August 2005 - May 2008
Skills
Treasury Management, Treasury, Corporate Finance, Financial Analysis, Financial Modeling, Cash Management, Cash Flow Forecasting, Investments
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2004 — 2008
Business Economics
Crabel Capital Management May 2015 - September 2015
Treasury Strategies, Inc. May 2014 - September 2014
State Data Lab February 2014 - May 2014
Wintergreen Research August 2013 - December 2013
Power Play Electric 2011 - 2013
Skills
Financial Analysis, Statistics, Data Analysis, Python, R, Microsoft Excel, Research, Microsoft Office, Hedge Funds, Mathematical Modeling, Statistical Modeling, Data Mining, Analysis, PowerPoint, JavaScript, Social Media, Customer Service, Public Speaking, Teamwork, Microsoft Word, C++, Trading Systems, Finance, SAS Programming
Education
Loyola University of Chicago 2012 — 2016
Bachelor of Science (BS), Mathematics
Canisius High School 2008 — 2012
Information That Pays 2015 - Present
3Delta Systems (3DSI) 2010 - 2015
Treasury Strategies, Inc. 2008 - 2010
National Automated Clearing House Association (NACHA) 2004 - 2008
Paymentech 2001 - 2003
Northern Trust 1989 - 2001
Deak International 1982 - 1988
Skills
Treasury Management, Cash Management, Payments, Banking, Risk Management, Product Management, Process Improvement, ACH, Financial Risk, Credit Cards, Electronic Payments, Strategic Planning, Payment Systems, Business Strategy, New Business Development, Product Development, Relationship Management, Management, Internet Banking, Commercial Banking, Financial Services, Debit Cards, Vendor Management, E-payments, Portfolio Management, Mobile Payments, Treasury, Payment Card Processing, Merchant Services
Education
University of Illinois at Chicago
Bachelor of Science Business Administration (BSBA), Economics
Joliet Junior College
AA, AS, AAS
FANNAN CONSULTING SERVICES 2014 - Present
CoBank 2000 - 2013
Treasury Strategies, Inc. 1998 - 2000
First Data Corporation 1995 - 1998
U S WEST 1986 - 1995
Skills
Cash Management, Commercial Banking, Banking, Loans, Treasury, Relationship Management, Financial Risk, Leadership, Treasury Management, Finance, Risk Management
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
Central Missouri State University
Bachelor of Science (BS), Business Administration, Management and Operations
Cornerstone China Advisors April 2014 - Present
Peter S. Chow, CPA P.C. January 2013 - May 2013
Treasury Strategies, Inc. June 2012 - August 2012
Skills
SAP ERP, QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, Deltek
Education
Investment Banking Institute
Financial Modeling and Valuation Training Course
The University of Texas at Dallas 2011 — 2013
Master of Science, Accounting
Wirtz Beverage Group September 2013 - Present
Kensington International 2013 - Present
Treasury Strategies, Inc. 2013 - Present
Talent Acquisition and Talent Management 2013 - Present
Treasury Strategies 2007 - 2012
Globalcom Inc. 2000 - 2007
Keane Inc. 1998 - 2000
Skills
Full-cycle Recruiting, Technical Recruiting, Talent Acquisition, Talent Development, Change Management, Performance Management, Team Building, Coaching, Talent Assessment, Internet Recruiting, Project Planning, Project Implementation, Project Delivery, Talent Management, Process Improvement, SDLC, Human Resources, Onboarding, Employee Relations, Recruiting, Executive Search
Education
Indiana University - Kelley School of Business
MBA
Loyola University Chicago
MSOD
Susquehanna University
BA
AIG May 2012 - July 2013
Treasury Strategies, Inc. August 2010 - August 2011
GENERAL ELECTRIC COMPANY August 2003 - August 2010
Ernst & Young/Arthur Andersen April 1998 - July 2003
Coopers & Lybrand March 1993 - April 1998
Chase Manhattan Bank June 1989 - March 1993
Bank of America January 1982 - January 1989
Skills
FX, Cash Management, Risk Management, Derivatives, Disaster Recovery, Investments, Credit, Credit Derivatives, Compliance, Treasury Management, AML, SOX, KYC, Banking, Interest Rate..., Business Continuity, Commodities, OFAC, BSA, Money Market, Trading, Hedging, USA PATRIOT Act, Bank Secrecy Act, Funding, Internal Controls, Treasury, FX Options, Sarbanes-Oxley Act, Commodity, Payments, Capital Markets, Portfolio Management, Finance, Operational Risk, Strategy, Business Process, Options, Foreign Exchange, Managerial Finance, Credit Risk, Financial Reporting, Basel II, Operational Risk..., Enterprise Risk..., Analysis, Corporate Finance, Financial Institutions, Liquidity Management, ALM
Education
Pace University - Lubin School of Business 1975 — 1978
MBA, Finance and Banking
City University of New York-Herbert H. Lehman College
BA, Mathematics; Accounting
AbbVie September 2013 - Present
Mylan August 2012 - June 2013
Hospira April 2007 - August 2012
Hospira August 2005 - April 2007
Hospira August 2003 - April 2005
Treasury Strategies, Inc. June 2002 - August 2003
Intel 2001 - 2001
Chicago Board of Trade July 1995 - August 2000
Skills
Business Objects, Forecasting, SAP, Financial Reporting, SOX, Financial Analysis, Variance Analysis, Financial Modeling, Essbase, Process Improvement, Financial Planning, Accounting, P&L, Profitability Analysis, Revenue Recognition, Corporate Finance, Accruals, Excel, Financial Forecasting, Finance, Management, Consolidation, Auditing
Education
Purdue University 2000 — 2002
MBA, Finance
Marquette University 1991 — 1995
Bachelor, Business Administration / Accounting
SunGard June 2014 - Present
Treasury Strategies, Inc. June 2008 - June 2014
Reyes Holdings, LLC April 2006 - May 2008
Wheels, Inc. June 2004 - April 2006
Skills
Interest Rate Risk..., Cash Management, Cash, Treasury Management, FX, Cash Flow Forecasting, Liquidity Management, SWIFT, Financial Analysis, Strategic Planning, Banking, Process Improvement, Investments, Payments, Management Consulting, Capital Markets, Corporate Treasury, Working Capital..., SWIFT payments, FX Options, Cash Flow, Financial Risk, Foreign Exchange, Risk Management, Funding, Credit, Internal Controls, Financial Institutions, Liquidity, Global Cash Management, Derivatives, Hedging, Corporate Finance, Credit Risk
Education
DePaul University 2006 — 2007
MBA, Finance
Illinois State University 2000 — 2004
Bachelors, Finance
Conant High School
CGAP November 2014 - Present
Mu Sigma Inc. December 2013 - September 2014
Janalakshmi Financial Services September 2013 - August 2014
Janalakshmi Financial Services March 2005 - July 2013
Treasury Strategies, Inc. August 1999 - June 2004
ITC Classic Finance June 1995 - March 1998
Skills
Product Innovation, Product Incubation, Product Lifecycle..., Customer Experience..., Business Development, Business Process..., Strategic Partnerships, Strategic Planning, IT & Business Strategy..., Business Case Modelling, Treasury Management
Education
Loyola University Chicago 1999 — 2001
MBA, Finance & Strategy
Institute of Management Technology, Ghaziabad 1993 — 1995
MBA, Finance & Marketing
Lady Shri Ram College For Women 1990 — 1993
Bachelor's degree In Economics & Math, Economics
FanDuel Inc. March 2015 - Present
Tilting Point February 2014 - March 2015
The Playforge September 2011 - January 2014
Treasury Strategies, Inc. February 2010 - September 2011
First Manhattan Consulting Group July 2006 - June 2009
Jansen's Dining, Cornell University September 2002 - May 2006
Boeing Co. May 2004 - September 2005
Skills
Data Analysis, Financial Modeling, Marketing Research, Pricing, Benchmarking, Project Management, Product Management, Forecasting, Performance Metrics, Metrics reporting, Game Development, Game Design, Banking, Competitive Analysis, Quantitative Analytics, Segmentation, Management, Analysis, Analytics, Pricing Strategy, Business Development, Financial Services, Product Development, Leadership, Business Intelligence, Business Strategy, Metrics Reporting, Strategy, Management Consulting, Start-ups, Strategic Partnerships, Market Research, Cross-functional Team..., Mobile Devices, Monetization, Strategic Consulting, Consulting
Education
Cornell University 2005 — 2006
Master’s Degree, Engineering Management
Cornell University 2002 — 2005
Bachelor’s Degree, Mechanical & Aerospace Engineering
Carnegie Mellon University 2001 — 2002
Mechanical Engineering
Treasury Strategies, Inc. June 2014 - Present
EY May 2012 - May 2014
Deloitte & Touche April 2011 - May 2012
Aon May 2010 - April 2011
The Intriago Group July 2009 - March 2010
KPMG LLP October 2007 - April 2009
Self - Employed (Special Projects) May 2006 - September 2007
Office of Management and Budget, State of Illinois September 2004 - June 2005
Chicago Council on Foreign Relations March 2003 - December 2003
Ajilon Consulting August 1998 - April 2003
Skills
Risk Management, Management, Leadership, Analysis, Consulting, Finance, Financial Risk, Financial Services, Financial Analysis, Enterprise Risk...
Education
Monterey Institute of International Studies 2005 — 2007
MA, International Policy, International Policy Studies
Loyola University Chicago 2003 — 2004
MBA
University of Kansas 1994 — 1997
BA, Criminal Justice, Communications
Dude....
Dude....
Shawnee Mission South
SunTrust March 2015 - Present
PNC May 2013 - March 2015
Treasury Strategies, Inc. January 2012 - April 2013
Integrated Treasury Control, LLC. January 2012 - April 2013
Fannie Mae August 2009 - April 2011
Fannie Mae July 2005 - August 2009
Capital One December 1997 - January 2004
Freddie Mac 1985 - 1997
Skills
Treasury Management, Treasury Sales, Cash Management, Banking, Risk Management, Finance, Treasury, Financial Risk, Process Improvement, Cash Flow Forecasting, Commercial Banking, Vendor Management, Payments, Strategic Planning, Mergers & Acquisitions, Capital Markets, Internal Controls, Bank Relationship..., International Cash..., Business Continuity, Treasury Services, Budgeting, Certified Treasury..., Management Consulting, Capital Market..., Budgets, Treasury Technology..., Treasury Mangement Sales
Education
Sandler Sales Training 2014 — 2014
The George Washington University - School of Business
Business
Health Care Service Corporation February 2015 - Present
Aon July 2007 - February 2015
MediaBank May 2007 - July 2007
Treasury Strategies, Inc. October 2006 - October 2006
Re:Sources January 2006 - August 2006
VSA Partners April 2005 - January 2006
Skills
Mac OS X, Mac, Troubleshooting, Adobe Creative Suite, OS X, Databases, Help Desk Support, JAMF, iOS, Information Technology
Education
Moscow State University of Economics, Statistics and Informatics (MESI) 1987 — 1992
Master, Computer Science
Zacks Investment Management 2007 - 2011
Treasury Strategies, Inc. 2005 - 2007
GTCR LLC 2005 - 2006
Aflac 2002 - 2005
Skills
Advertising, Direct Marketing, Marketing Communications, Social Media Marketing, Online Advertising, Copywriting, Marketing Strategy, Media Buying, Media Planning, Digital Marketing, Google Analytics, Direct Mail, Email Marketing, Online Marketing, Social Networking, Creative Strategy, Integrated Marketing, Creative Direction, Advertising Sales, B2B, B2B Marketing, Brand Awareness, Brand Development, Brand Management, Corporate Branding, Digital Media, Digital Strategy, Facebook, Google Adwords, Interactive Advertising, Interactive Marketing, Lead Generation, Market Planning, Market Research, Marketing, Marketing Management, Marketing Research, Mobile Marketing, Newsletters, PPC, Relationship Marketing, SEM, SEO, Sponsorship, Trade Shows, Web Analytics, Website Development
Education
Lawrence University 1998 — 2002
The Latin School of Chicago 1984 — 1998
Treasury Strategies, Inc. August 1984 - Present
Skills
Treasury Management, Banking, Bank Operations, Bank Relationship..., Cash Flow Forecasting, Financial Institutions, Product Management, Liquidity Management, Payments, SWIFT payments, Product Development, Liquidity, Treasury, ACH
Education
University of Illinois at Urbana-Champaign 1978 — 1982
Orbitz Worldwide May 2012 - Present
ArcelorMittal March 2006 - May 2012
Treasury Strategies, Inc. August 2004 - February 2006
Windy City Fieldhouse 1997 - 2004
Accenture June 1993 - November 1997
Skills
Cash Management, Forecasting, Liquidity, Investments, Cash Flow Forecasting, Treasury Management, Working Capital..., Process Improvement, FX, Corporate Treasury, Excel, Banking, Financial Analysis, Finance, Microsoft Excel, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Accounting, Mergers & Acquisitions, Financial Services, General Ledger, Treasury, FX Options, Strategy, Accounts Payable, Strategic Financial..., Corporate Finance, Risk Management, Financial Modeling, Cash Flow, Budgets
Education
University of Notre Dame 1989 — 1993
Bachelor of Business Administration, Finance
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA, Financial Management and Control
Fiserv 2014 - Present
Fiserv 2012 - 2014
Fiserv 2006 - 2012
CheckFree 2003 - 2006
Key Bank 2001 - 2003
Treasury Strategies, Inc. 1999 - 2001
ABN AMRO Bank N.V. 1993 - 1999
Northern Trust 1989 - 1993
Skills
Banking, Leadership, Account Management, Electronic Payments, Business Analysis, Program Management, Business Process, Management Consulting, Sales, SDLC, Thought Leadership, Product Management, CRM, Process Improvement, Payments, Management, Strategy, Change Management, Marketing, New Business Development, Sales Management, Vendor Management, Business Development, Financial Services, Relationship Management, Cross-functional Team..., ACH
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance, Marketing and Organizational Behavior
University of Illinois at Chicago 1985 — 1989
B.S., Finance
Treasury Strategies, Inc. August 2014 - Present
LM Treasury LLC August 2014 - Present
Treasury Strategies, Inc. 2006 - August 2014
PACCAR Inc 2003 - 2005
Airborne Express 2002 - 2003
Seafirst Bank 1994 - 2001
Bank of America 1994 - 2001
Continental Savings Bank 1993 - 1994
Ford Motor Company 1990 - 1992
Security Pacific Bank August 1987 - February 1989
Skills
Treasury Management, Cash Management, Treasury, FX Options, Liquidity Management, Banking, Risk Management, Derivatives, Cash Flow Forecasting, Corporate Finance, Financial Modeling, Financial Analysis, Financial Risk, Hedging, Foreign Exchange, Investments, Financial Reporting, Investment Banking, Financial Services, Valuation, Trading, Swaps, Credit Risk, Funding, Foreign Exchange..., Banking Relationships, Cash, Debt Management, Forecasting, Bonds, Capital Markets, Financial Markets, Liquidity, Payments, Mergers, Working Capital..., Sarbanes-Oxley Act, Accounting, Credit Analysis, Credit, Cash Flow, Financial Institutions, Portfolio Management, Commercial Banking, Internal Controls, Currency, Fixed Income, Finance, ALM, Strategic Financial...
Education
Pomona College 1978 — 1982
BA, International Relations
Seattle University 2003 — 2007
MBA, Finance
Fifth Third Bank May 2011 - Present
Treasury Strategies, Inc. June 2010 - April 2011
n/a September 2007 - March 2010
KPMG LLP June 2007 - May 2009
Ernst & Young LLP June 2004 - June 2007
Sara Lee Corp December 2001 - June 2004
SecurityLink April 1999 - December 2001
Skills
Hedging, Derivatives, Currency, Risk, Cash, Liquidity, Hedge Accounting, FAS 133, FX, Capital Markets, Options, Financial Analysis, Risk Management, Trading, Treasury, Certified Treasury..., Banking, FX Options, Financial Risk, Cash Flow Forecasting, Foreign Exchange..., Relationship Management, Investments, Commodity, Internal Audit, Foreign Exchange, Sarbanes-Oxley Act, Treasury Management, Forecasting, Financial Modeling, FX trading, Cash Management
Education
Executive Technique 2010 — 2010
Northern Illinois University 1998 — 2001
Masters, Business Administration
Northern Illinois University - College of Business 1993 — 1998
Bachelor of Science, Accounting
Joseph Freed and Associates LLC 2006 - Present
Treasury Strategies, Inc. 2006 - 2006
Comdisco 1986 - 2005
Skills
Financial Analysis, Finance, Accounting, Treasury Management, Cash Flow, Budgets, Financial Modeling, Risk Management, Due Diligence, Financial Reporting, Cash Flow Forecasting, Corporate Finance, Acquisitions, Managerial Finance, Mergers, Cash Management, Mergers & Acquisitions, Negotiation, Internal Controls, Treasury, Forecasting, Banking, Executive Management, Analysis, Auditing, Strategic Financial..., Restructuring, Portfolio Management, Private Equity
Education
Roosevelt University
MBA, Finance
University of Illinois at Urbana-Champaign 1978 — 1982
BA, English
PNC Bank 2004 - Present
Treasury Strategies, Inc. 2003 - 2004
Fifth Third Bank 1997 - 2003
Harris Trust and Savings Bank 1980 - 1997
Skills
Treasury Management, Commercial Banking, Merchant Services, Strategic Planning, Sales Management, Product Management, Management Consulting, Commercial Lending, Cash Management, Mergers & Acquisitions, Sales, Relationship Management, Finance, Payments, Banking, Small Business Lending, Credit, Loans, Portfolio Management, Financial Services, New Business Development
Education
Northwestern University - Kellogg School of Management 1985 — 1987
MBA, Finance, Information Systems
Colorado State University 1976 — 1980
BS, Economics
First Midwest Bank 2013 - Present
Treasury Strategies, Inc. 2012 - 2013
Bank of America 2009 - 2012
Zacks Investment Management 2008 - 2009
United States Gypsum 2006 - 2007
Skills
Derivatives, Securities, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Banking, Bloomberg, Portfolio Management, Finance, Fixed Income, Treasury Management, Cash Management
Education
DePaul University 2005 — 2009
Bachelor of Science, Finance
PricewaterhouseCoopers May 2011 - Present
Treasury Strategies, Inc. July 2007 - April 2011
Avondale Partners 2006 - 2006
Skills
Treasury Management, Cash Management, Liquidity Management, Cash Flow Forecasting, Treasury Management..., Banking, Payments, Intercompany..., Business Process..., Risk Management, Financial Analysis, Financial Modeling
Education
Loyola University Chicago 2004 — 2008
BBA, Finance, Economics, International Business
The University of Freiburg 2006 — 2006
EU - International Business
Treasury Strategies, Inc. February 2010 - Present
Inforte a Business & Decision Company May 2003 - September 2009
Kemperlesnik Communications March 2000 - May 2003
Smurfit Stone November 1997 - March 2000
United Insurance Company of America April 1995 - November 1997
Skills
Account Reconciliation, Accounting, Accounts Payable, Analysis, Consolidation, Finance, Forecasting, General Ledger, Variance Analysis
Education
Indiana University-Northwest 1989 — 1993
B.S. Business Administration, Accounting
SunGard August 2015 - Present
Treasury Strategies, Inc. October 2012 - June 2015
FNA Group June 2011 - October 2012
Anderson & Strudwick November 2010 - June 2011
AT&T Mobility November 2007 - June 2010
Skills
Treasury Management, Treasury, Banking, Financial Services, Payments, Cash Management, Finance, Working Capital..., Capital Markets, Corporate Finance, Leadership, Strategic Financial..., Investment Banking, Financial Risk, Portfolio Management, Investments, Derivatives, Credit, FX Options, Cash Flow Forecasting, Analysis, Forecasting, Accounting, Business Analysis, Process Improvement, Financial Markets, Cash Flow, Cash, Internal Controls, Trading, Fixed Income, Financial Reporting, Sales Operations, Project Management, Business Strategy, Relationship Management, Public Speaking, Project
Education
Portland State University 2005 — 2010
BS, Economics & Mathematics