Treasury Strategies, Inc.

Industry: Company

Description

Founded: 1981 Parent organization: Novantas

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Treasury Strategies, Inc. Employees

Employee
Years
Job
Industry
Martha Grant Martha Grant Greater Chicago Area Details
Martha Grant's Treasury Strategies, Inc. Experience August 2014 - Present
Job Manager
Industry Management Consulting
Experience
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

Mike Danaher Mike Danaher Greater Chicago Area Details
Mike Danaher's Treasury Strategies, Inc. Experience June 2005 - September 2005
Job Software Craftsman at 8th Light
Industry Computer Software
Experience
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

Marco Leyva Marco Leyva Greater Chicago Area Details
Marco Leyva's Treasury Strategies, Inc. Experience January 2014 - November 2014
Job Jr. Financial Analyst at Federal Reserve Bank of Chicago
Industry Financial Services
Experience
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

Daniel Schutz Daniel Schutz Southfield, Michigan Details
Daniel Schutz's Treasury Strategies, Inc. Experience September 2014 - September 2015
Job Trading and Research at CIG Capital Advisors
Industry Investment Management
Experience
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

Dave Robertson Dave Robertson Greater Chicago Area Details
Dave Robertson's Treasury Strategies, Inc. Experience April 2002 - Present
Job
Industry Management Consulting
Experience
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

Thomas Davison Thomas Davison Chicago, Illinois Details
Thomas Davison's Treasury Strategies, Inc. Experience January 2014 - Present
Job Consultant at Treasury Strategies, Inc.
Industry Management Consulting
Experience
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

Adam Polson Adam Polson Greater Chicago Area Details
Adam Polson's Treasury Strategies, Inc. Experience July 2010 - February 2012
Job Senior Consultant at Capco
Industry Management Consulting
Experience
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

Christopher Lee, CTP Christopher Lee, CTP Greater New York City Area Details
Christopher Lee, CTP's Treasury Strategies, Inc. Experience January 2010 - October 2010
Job Manager at Price Waterhouse Coopers
Industry Financial Services
Experience
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

Jim Poteet Jim Poteet Dallas/Fort Worth Area Details
Jim Poteet's Treasury Strategies, Inc. Experience February 2014 - Present
Job Principal at Treasury Strategies, Inc.
Industry Financial Services
Experience
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

Lucas Malambri Lucas Malambri Greater Chicago Area Details
Lucas Malambri's Treasury Strategies, Inc. Experience July 2015 - Present
Job Associate at Treasury Strategies, Inc.
Industry Banking
Experience
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

Dean Hahn-Carlson Dean Hahn-Carlson Tucson, Arizona Area Details
Dean Hahn-Carlson's Treasury Strategies, Inc. Experience November 2013 - September 2014
Job Defining and Implementing Profitable Innovation
Industry Information Technology and Services
Experience
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

Anthony Carfang Anthony Carfang Greater Chicago Area Details
Anthony Carfang's Treasury Strategies, Inc. Experience January 1982 - Present
Job Partner at Treasury Strategies, Inc.
Industry Financial Services
Experience
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

Frank J. Sansone Frank J. Sansone New York, New York Details
Frank J. Sansone's Treasury Strategies, Inc. Experience September 2012 - June 2014
Job SVP Deputy Head of Treasury at China Construction Bank
Industry Banking
Experience
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

La Wuandia Wms La Wuandia Wms Chicago, Illinois Details
La Wuandia Wms's Treasury Strategies, Inc. Experience 2007 - 2009
Job Contractor at Agape Staffing & Services
Industry Banking
Experience
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

Robert Carfang Robert Carfang Evanston, Illinois Details
Robert Carfang's Treasury Strategies, Inc. Experience January 2014 - Present
Job Marketing Analyst Treasury Strategies Inc
Industry Financial Services
Experience
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

Phil Capodice Phil Capodice Greater Chicago Area Details
Phil Capodice's Treasury Strategies, Inc. Experience June 2010 - October 2012
Job Accenture Strategy Manager (Treasury)
Industry Management Consulting
Experience
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

Chad Ridgway, CTP Chad Ridgway, CTP Greater Detroit Area Details
Chad Ridgway, CTP's Treasury Strategies, Inc. Experience July 2012 - Present
Job Manager at Treasury Strategies, Inc.
Industry Management Consulting
Experience
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

Dustin Thomas Dustin Thomas Chicago, Illinois Details
Dustin Thomas's Treasury Strategies, Inc. Experience September 2009 - December 2010
Job Guggenheim Partners
Industry Financial Services
Experience
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

Deb Tangen Deb Tangen Greater New York City Area Details
Deb Tangen's Treasury Strategies, Inc. Experience 2000 - 2001
Job Senior Vice President at PNC Bank
Industry Banking
Experience
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

Elaine Filus Elaine Filus Greater Chicago Area Details
Elaine Filus's Treasury Strategies, Inc. Experience April 2010 - Present
Job Principal at Treasury Strategies, Inc.
Industry Financial Services
Experience
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

Olivia Hartman Olivia Hartman Greater Chicago Area Details
Olivia Hartman's Treasury Strategies, Inc. Experience March 2008 - Present
Job Consultant at Treasury Strategies, Inc.
Industry Consumer Services
Experience
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

Larissa J. Miller Larissa J. Miller Greater Chicago Area Details
Larissa J. Miller's Treasury Strategies, Inc. Experience September 2006 - November 2006
Job PhD Finance Candidate
Industry Capital Markets
Experience
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

Aaron Nichols Aaron Nichols New York, New York Details
Aaron Nichols's Treasury Strategies, Inc. Experience October 1998 - November 2001
Job Facilities management, allowing busy professionals more time to focus on priorities, not everyday logistics.
Industry Executive Office
Experience
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.)

Roxane Scheck, CTP Roxane Scheck, CTP Greater Chicago Area Details
Roxane Scheck, CTP's Treasury Strategies, Inc. Experience April 2007 - February 2008
Job Treasury Manager at Griffith Laboratories
Industry Capital Markets
Experience
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

Anastasia Usher Anastasia Usher Greater Chicago Area Details
Anastasia Usher's Treasury Strategies, Inc. Experience 1992 - 1998
Job Treasury Management Consultant
Industry Management Consulting
Experience
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

Erasmo Pacheco, CTP Erasmo Pacheco, CTP Greater Chicago Area Details
Erasmo Pacheco, CTP's Treasury Strategies, Inc. Experience 2010 - 2014
Job Director of Treasury at InvenTrust Properties
Industry Commercial Real Estate
Experience
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

Elise P. Carey Elise P. Carey Philadelphia, Pennsylvania Details
Elise P. Carey's Treasury Strategies, Inc. Experience November 2010 - April 2012
Job Finance at American Express
Industry Financial Services
Experience
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

Philip Porcelli Philip Porcelli Greater Chicago Area Details
Philip Porcelli's Treasury Strategies, Inc. Experience February 2012 - June 2012
Job IT Support Technician at Xerillion
Industry Information Technology and Services
Experience
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

Chrystal Pozin Chrystal Pozin Greater Chicago Area Details
Chrystal Pozin's Treasury Strategies, Inc. Experience October 1997 - Present
Job Managing Director at Treasury Strategies, Inc.
Industry Financial Services
Experience
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

Amy Saulnier Amy Saulnier Greater Boston Area Details
Amy Saulnier's Treasury Strategies, Inc. Experience May 2013 - Present
Job Consultant at Treasury Strategies, Inc.
Industry Computer Hardware
Experience
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

Cathy Gregg Cathy Gregg Greater Chicago Area Details
Cathy Gregg's Treasury Strategies, Inc. Experience January 1982 - Present
Job Partner, Treasury Strategies, Inc.
Industry Management Consulting
Experience
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

Jonathan Talbert Jonathan Talbert Chicago, Illinois Details
Jonathan Talbert's Treasury Strategies, Inc. Experience February 2010 - April 2012
Job Senior Manager Liquidity Risk Oversight at BMO Financial Group
Industry Financial Services
Experience
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

Dale Sorenson Dale Sorenson Greater Chicago Area Details
Dale Sorenson's Treasury Strategies, Inc. Experience April 2010 - August 2011
Job Vice President and Business Development Catalyst at Associated Bank
Industry Financial Services
Experience
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

Garrett Bonofiglo Garrett Bonofiglo Chicago, Illinois Details
Garrett Bonofiglo's Treasury Strategies, Inc. Experience July 2014 - Present
Job Consultant at Treasury Strategies, Inc
Industry Financial Services
Experience
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

Adelina Azemi Adelina Azemi Chicago, Illinois Details
Adelina Azemi's Treasury Strategies, Inc. Experience July 2015 - July 2015
Job Senior Consultant at Protiviti
Industry Financial Services
Experience
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

Julie Liedtke Julie Liedtke Chicago, Illinois Details
Julie Liedtke's Treasury Strategies, Inc. Experience November 1998 - April 2000
Job Experienced public relations and marketing communications professional
Industry Public Relations and Communications
Experience
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

Nicole Gallanis Nicole Gallanis Chicago, Illinois Details
Nicole Gallanis's Treasury Strategies, Inc. Experience June 2011 - August 2011
Job Presentation Specialist at Expeditors International
Industry Marketing and Advertising
Experience
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

Daniel Hill, CTP Daniel Hill, CTP Greater Chicago Area Details
Daniel Hill, CTP's Treasury Strategies, Inc. Experience April 2009 - June 2011
Job Treasury Manager at Catholic Extension, MBA Candidate at University of Chicago
Industry Nonprofit Organization Management
Experience
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

Richard Galbo Richard Galbo Chicago, Illinois Details
Richard Galbo's Treasury Strategies, Inc. Experience May 2014 - September 2014
Job Student at Loyola University Chicago
Industry Banking
Experience
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

Dan Miner, CTP Dan Miner, CTP Washington D.C. Metro Area Details
Dan Miner, CTP's Treasury Strategies, Inc. Experience 2008 - 2010
Job Managing Director at Information That Pays
Industry Financial Services
Experience
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

James Fannan James Fannan Greater Denver Area Details
James Fannan's Treasury Strategies, Inc. Experience 1998 - 2000
Job Consultant at FANNAN CONSULTING SERVICES
Industry Banking
Experience
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

Bowen Zhu Bowen Zhu Chicago, Illinois Details
Bowen Zhu's Treasury Strategies, Inc. Experience June 2012 - August 2012
Job Investment Consultant at Cornerstone China Advisors
Industry Accounting
Experience
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

Joan Wrenn Joan Wrenn Greater Chicago Area Details
Joan Wrenn's Treasury Strategies, Inc. Experience 2013 - Present
Job Talent Acquisition Consultant | Executive Coach | Talent Management | MBA | MSOD
Industry Human Resources
Experience
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

Mary Ann Dowling Mary Ann Dowling Greater New York City Area Details
Mary Ann Dowling's Treasury Strategies, Inc. Experience August 2010 - August 2011
Job Retired
Industry Financial Services
Experience
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

Steve Guse Steve Guse Greater Chicago Area Details
Steve Guse's Treasury Strategies, Inc. Experience June 2002 - August 2003
Job Manager of Financial Planning at AbbVie
Industry Pharmaceuticals
Experience
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

Steve Wiley Steve Wiley Greater Chicago Area Details
Steve Wiley's Treasury Strategies, Inc. Experience June 2008 - June 2014
Job Vice President Treasury Solutions at SunGard
Industry Financial Services
Experience
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

Jaya Rupanagunta Jaya Rupanagunta Cupertino, California Details
Jaya Rupanagunta's Treasury Strategies, Inc. Experience August 1999 - June 2004
Job Financial Inclusion Specialist
Industry Financial Services
Experience
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

Jacob Sze Jacob Sze New York, New York Details
Jacob Sze's Treasury Strategies, Inc. Experience February 2010 - September 2011
Job Product Manager at FanDuel Inc.
Industry Sports
Experience
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

Kevin Ruiz Kevin Ruiz Chicago, Illinois Details
Kevin Ruiz's Treasury Strategies, Inc. Experience June 2014 - Present
Job Treasury Risk Services
Industry Financial Services
Experience
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

Finley Horner, Jr. CTP Finley Horner, Jr. CTP Washington D.C. Metro Area Details
Finley Horner, Jr. CTP's Treasury Strategies, Inc. Experience January 2012 - April 2013
Job Vice President Treasury Sales Officer CRE Mid Atlantic Region, at SunTrust
Industry Banking
Experience
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

Mark Hasanov Mark Hasanov Greater Chicago Area Details
Mark Hasanov's Treasury Strategies, Inc. Experience October 2006 - October 2006
Job Mac Technologies Specialist at Health Care Services Corporation
Industry Information Technology and Services
Experience
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

Brooke Murray Brooke Murray Greater Chicago Area Details
Brooke Murray's Treasury Strategies, Inc. Experience 2005 - 2007
Job Sales and Marketing Professional
Industry Marketing and Advertising
Experience
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

Jill Selgrad Jill Selgrad Greater Chicago Area Details
Jill Selgrad's Treasury Strategies, Inc. Experience August 1984 - Present
Job Vice President at Treasury Strategies, Inc.
Industry Management Consulting
Experience
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

Eric DeLau, CTP Eric DeLau, CTP Chicago, Illinois Details
Eric DeLau, CTP's Treasury Strategies, Inc. Experience August 2004 - February 2006
Job Director, Treasury at Orbitz Worldwide
Industry Internet
Experience
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

Christine M. Fey Christine M. Fey Greater Atlanta Area Details
Christine M. Fey's Treasury Strategies, Inc. Experience 1999 - 2001
Job Vice President, Client Management at Fiserv
Industry Financial Services
Experience
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

Laurie Clark McCulley Laurie Clark McCulley Winter Park, Florida Details
Laurie Clark McCulley's Treasury Strategies, Inc. Experience August 2014 - Present
Job Principal at Treasury Strategies, Inc.
Industry Financial Services
Experience
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

Paul Choi Paul Choi Chicago, Illinois Details
Paul Choi's Treasury Strategies, Inc. Experience June 2010 - April 2011
Job Principal Foreign Exchange at Fifth Third Bank
Industry Financial Services
Experience
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

Caroline Walters Caroline Walters Greater Chicago Area Details
Caroline Walters's Treasury Strategies, Inc. Experience 2006 - 2006
Job Vice President and Treasurer at Joseph Freed and Associates LLC
Industry Real Estate
Experience
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

Lynn Aleksov Lynn Aleksov Cleveland/Akron, Ohio Area Details
Lynn Aleksov's Treasury Strategies, Inc. Experience 2003 - 2004
Job EVP with PNC Treasury Management
Industry Banking
Experience
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

Arham Khan Arham Khan Greater Chicago Area Details
Arham Khan's Treasury Strategies, Inc. Experience 2012 - 2013
Job Financial Analyst
Industry Financial Services
Experience
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

Adrian M. Padilla, CTP Adrian M. Padilla, CTP Greater New York City Area Details
Adrian M. Padilla, CTP's Treasury Strategies, Inc. Experience July 2007 - April 2011
Job Consultant at PricewaterhouseCoopers
Industry Financial Services
Experience
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

Joe Ratkay Joe Ratkay Greater Chicago Area Details
Joe Ratkay's Treasury Strategies, Inc. Experience February 2010 - Present
Job at Treasury Strategies, Inc.
Industry Management Consulting
Experience
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

Angelo Poulos Angelo Poulos Chicago, Illinois Details
Angelo Poulos's Treasury Strategies, Inc. Experience October 2012 - June 2015
Job Enterprise Account Manager at SunGard
Industry Computer Software
Experience
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

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