Treliant Risk Advisors
Address: 2150 Lakeside Blvd #250, Richardson, TX 75082 Phone: (469) 802-4600: : Category: : : : : Place name: Hours: Website: Website: http://www.treliant.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Treliant Risk Advisors Posting publicly on the Web Write a review Reviews 1 Google review
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Treliant Risk Advisors Employees
Treliant Risk Advisors May 2014 - August 2014
Zolio Inc April 2014 - May 2014
Tell-tale Capital Corp. September 2013 - December 2013
Morgan Stanley June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Economics, Financial Analysis, Leadership
Education
Vanderbilt University 2012 — 2015
Southern Methodist University 2011 — 2012
Treliant Risk Advisors April 2015 - Present
Andrew Cleary LLC April 2015 - Present
K2 Intelligence February 2015 - April 2015
Barclays Investment Bank September 2014 - December 2014
Crédit Industriel et Commercial March 2014 - September 2014
CLS Group. October 2011 - December 2013
HSBC Securities July 2010 - October 2011
Marist Media Center May 2007 - May 2010
Royal Bank of Scotland Securities July 2009 - August 2009
International Management Advisory Group May 2008 - October 2008
Skills
Banking, Settlement, Foreign Exchange, Microsoft Office, Trading, Middle Office, Back Office, Microsoft Excel, Calypso, Swift Alliance, ISDA, NDF, Options, SWIFT payments, Operational Excellence, SWIFTNet, Financial Markets, Investment Banking, Electronic Trading, Trading Systems, FED Line, Hotscan, Operational Risk, Swaps, AML, KYC, OFAC, CIP, Compliance, Dodd-Frank, Anti Money Laundering, Gap Analysis, Auditing, External Audit
Education
Marist College 2006 — 2010
Bachelor of Science
Christian Brothers Academy 2002 — 2006
Summit Motors August 2015 - Present
TigerFund, Student Led Investment Fund April 2014 - May 2015
Student Athlete Advisory Committee March 2014 - May 2015
Hampden-Sydney College August 2013 - May 2015
Hampden-Sydney College Athletic Department September 2011 - May 2015
Treliant Risk Advisors June 2014 - August 2014
Northside 29 Restaurant February 2011 - January 2014
Skills
Microsoft Excel, Public Speaking, Microsoft Word, Teamwork, Leadership, Time Management, Customer Service, Event Planning, Social Media, Event Management, Management, Microsoft Office, PowerPoint, Research, Fundraising, Finance, Automotive, Automotive Finance
Education
Hampden-Sydney College 2011 — 2015
Economics and Business
Fauquier High School 2007 — 2011
HuaTai Securities Co.,Ltd. August 2015 - August 2015
Treliant Risk Advisors June 2015 - August 2015
Xiaguan District Government HR & Social Security Department December 2011 - February 2014
Coach July 2010 - December 2011
Walt Disney World August 2008 - January 2009
Skills
Human Resources, Counseling Psychology, Social Security, Databases, Store Management, Leadership, Client Services, Problem Solving, Strategic Communications, Operational Planning, Marketing, Analytics, Innovation, Staff Development, Data Analysis, Financial Modeling, Business Development, Customer Service, Training, Financial Analysis, Consulting, Analysis
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
East China Normal University 2006 — 2010
Bachelor of Education (BEd), Special Education and Teaching, 3.5
Treliant Risk Advisors August 2012 - Present
KPMG Commercial Credit Risk August 2012 - Present
Convergex April 2014 - February 2015
East Coast Venture Capital, Inc October 2011 - December 2012
Commerzbank AG November 2009 - September 2011
Dresdner Kleinwort Securities January 2001 - November 2009
Heller Financial June 1998 - December 2000
First Union Capital Markets Corp May 1996 - May 1998
KPMG Advisory January 1993 - May 1996
Independent Corporate Finance Advisor January 1992 - January 1993
Skills
Decisiveness, Consensus builder, Problem solver, Deal structure innovator, Distressed debt..., Leveraged finance and..., Credit risk ratings, Loan portfolio..., Leveraged Finance, Due Diligence, Private Equity, Corporate Finance, Securities, Capital Markets, Investment Banking, Credit Risk, Portfolio Management, Problem Solving, Structures, Fixed Income, Derivatives, Mergers & Acquisitions, Risk Management, Distressed Debt, Consensus Building, Loans, Financial Services, Securitization, Structured Products, Banking
Education
Wharton Graduate School 1975 — 1977
Masters of Business Administration, Finance / Securities Analysis
Lehigh University 1969 — 1973
Bachelor of Arts, Finance
KeyBank April 2015 - Present
MagicMaker Enterprises, LLC April 2012 - Present
Treliant Risk Advisors November 2012 - April 2015
KeyBank August 2011 - November 2012
KeyBank September 2006 - July 2011
Third Federal September 1996 - September 2006
Sacred Arts and Healing Center, LLC August 2006 - August 2006
Education
The Ohio State University Moritz College of Law 1992 — 1995
Juris Doctorate, Law
Oxford University, St. Anne's College 1993 — 1993
Law
Bentley University 1988 — 1992
Bachelor of Arts, Business Communication/ Marketing
ProOrbis LLC November 2013 - Present
Treliant Risk Advisors June 2013 - July 2013
Sprint Nextel May 2012 - August 2012
James Madison University January 2012 - May 2012
Self Employed April 2006 - September 2010
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Risk Management, Capital Budgeting, Microsoft Office, Analysis, Decision Analysis, Statistical Data..., Problem Solving, Finance, Business Process Mapping, Process Simulation, Process Improvement, Strategic Influence, VBA, Microsoft Access, Online Poker, Microsoft Publisher, Visio, WordPress, Strategy, Management Consulting, Recruiting, Business Analysis, Compensation Analysis, Leadership, PowerPoint, Microsoft Word, Consulting
Education
James Madison University
Bachelor of Business Administration, Finance, 3.74
Treliant Risk Advisors February 2015 - Present
EY November 2013 - February 2015
Consumer Financial Protection Bureau May 2012 - April 2013
US Securities and Exchange Commission September 2012 - December 2012
Howard University Investor Justice Clinic January 2012 - April 2012
Shawn D. Bartley and Associates, LLC May 2011 - November 2011
Northern Trust July 2006 - August 2010
Skills
Estate Planning, Investments, Mediation, Legal Research, Legal Writing, Courts
Education
Howard University School of Law 2010 — 2013
J.D.
Howard University 2002 — 2006
BBA, Finance
Mindshare April 2014 - Present
Mindshare April 2013 - April 2014
Strategic Media Services September 2012 - February 2013
Treliant Risk Advisors July 2012 - September 2012
National Albanian American Council August 2011 - December 2011
Washington Sport and Event Management April 2011 - July 2011
Skills
Marketing, Outlook, Marketing Research, New Media, Digital Media, Online Advertising, Event Management, Digital Marketing, Microsoft Excel, Microsoft Word
Education
The George Washington University 2007 — 2011
Business Administration/ Marketing
Treliant Risk Advisors December 2014 - Present
MRN cubed, LLC January 2012 - March 2015
Interbank Mortgage Company DBA Chicago Mortgage March 2012 - August 2012
Ace Risk Evaluations, Inc. 2010 - 2011
Countrywide Home Loans/Wholesale Lending, Plano, Texas April 2008 - December 2008
Countrywide Loans/Full Spectrum Lending, Richardson, Texas November 2005 - September 2007
Long Beach Mortgage (Washington Mutual), Plano, Texas November 2004 - November 2005
Countrywide Home Loans, Wholesale Lending, Plano, Texas September 2003 - November 2004
Skills
Mortgage Lending, Fraud Detection, Quality Auditing, Sales, Loans, Risk Management, Underwriting, Loss Mitigation, Credit, FHA, Mortgage Banking, Mortgage Underwriting, Financial Risk, Refinance, Residential Mortgages, VA Loans, Credit Analysis, Loan Origination, Banking, USDA, Due Diligence, Credit Risk
Education
Jackson State University 1995 — 2000
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Treliant Risk Advisors October 2014 - Present
Wingspan Portfolio Advisors September 2013 - February 2014
Zingenuity December 2012 - May 2013
Fannie Mae April 2012 - December 2012
SunTrust Mortgage August 2010 - January 2012
Wells Fargo Home Mortgage May 2010 - August 2010
Bank of America November 2009 - May 2010
Wells Fargo Home Mortgage March 2009 - July 2009
Beal Bank May 2008 - March 2009
New Century Mortgage April 2004 - May 2007
Skills
Loans, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Refinance, Underwriting, Credit Analysis, Finance, Loan Servicing
Education
Dallas County Community College 1985 — 1987
Accounting
Prospect Mortgage, LLC April 2015 - Present
Treliant Risk Advisors October 2014 - December 2014
Recovco Mortgage Management August 2013 - February 2014
Wells Fargo Home Mortgage February 2013 - February 2014
Solomon Edwards Group October 2011 - January 2013
JP Morgan Chase June 2011 - October 2011
CitiMortgage Inc November 2009 - April 2011
Chase Home Finance June 2009 - October 2009
Total Sleep Holdings, Inc. March 2008 - March 2009
Concentra May 2007 - March 2008
Skills
Mortgage Lending, FHA, Loans, Refinance, Underwriting, Mortgage Banking, Investment Properties, Foreclosures, Mortgage Underwriting, Selling, VA loans, Payroll, Financial Analysis, Training, Insurance, Mortgage Servicing, Loss Mitigation, Management, Due Diligence, Loan Origination, Real Estate Transactions, Investments, Time Management, Investors, First Time Home Buyers, Analysis, Credit Analysis, Credit Risk, Process Improvement, Finance, Leadership, Administrative..., Executive Management, Credit, Mergers & Acquisitions, Loan Servicing, Program Management, Team Building, FHA financing, Customer Service, Risk Management, Sales Management, REO, Retail, Portfolio Management, Consumer Lending, Banking, Real Estate, Short Sales, Sales
Education
Univerisity of Phoenix 2009 — 2011
Basic Studies
Collin County Community College 1997 — 1998
N/A, Basic Studies
Treliant Risk Advisors LLC March 2015 - Present
Treliant Risk Advisors LLC October 2014 - March 2015
UN/Counter-Terrorism Implementation Task Force/Working Group on Tackling the Financing of Terrorism October 2013 - January 2015
Treliant Risk Advisors September 2013 - December 2013
Illinois Institute of Technology/Chicago-Kent College of Law July 2013 - September 2013
Northern Trust Corporation February 2008 - April 2013
Canadian Imperial Bank of Commerce/CIBC World Markets 2004 - 2008
The Bank of New York 2000 - 2004
American Express Company 1998 - 2000
American Express Company 1995 - 2000
Skills
Enterprise Risk..., Asset Managment, Financial Regulation, Legal Compliance, Corporate Governance, Banking Regulatory..., Banking Law, Asset Management, Commercial Litigation, Strategy, Corporate Law, Program Management, Leadership, Privacy Law, Joint Ventures, Litigation, Finance, Financial Services, FCPA, Regulations, Banking, Risk Management
Education
Harvard Law School 1978 — 1979
Visiting Student, 3rd and final year of US Legal Studies
Georgetown University Law Center 1975 — 1979
Juris Doctor, Law, Top 7-15% of Class
Université de Lyon, Faculté de Droit, Lyon, France 1976 — 1977
Rotary Graduate Fellowship, 2nd year university law program (with two additional first year courses)
The Sorbonne, Paris, France 1976 — 1976
Certificate, Cours de langue et civilisation francaise pour les étrangers
Harvard College 1968 — 1972
Bachelor of Arts, cum laude, English
Sirius XM Radio Inc. September 2014 - December 2014
George Washington University September 2014 - December 2014
Treliant Risk Advisors June 2014 - June 2014
George Mason University June 2014 - June 2014
The George Washington University Student Association January 2013 - January 2014
ICBC (Asia) July 2012 - August 2012
Skills
PowerPoint, Financial Analysis, Microsoft Office, Marketing, Microsoft Excel, Teamwork, Research, Strategic Planning, Business Strategy, Customer Service, Economics, Analysis, Data Analysis, Customer Relations, Chinese, SAS, Spanish, Finance, Operations Management, Market Research, Time Management, Salesforce.com, Matlab, Financial Statement..., Unifi, English, Microsoft Word, Accounting, Investments, Corporate Finance, Investment Portfolio, Bloomberg Terminal, Valuation, Banking, C, Modeling, Derivatives, Financial Modeling, Financial Markets
Education
The George Washington University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
UCL 2013 — 2013
Management Science, Upper Second
University of Delaware - Lerner College of Business and Economics 2011 — 2012
Bachelor of Science, Business Administration and Management, General
Treliant Risk Advisors April 2014 - Present
Federal Deposit Insurance Corporation October 2010 - April 2014
World Bank June 2009 - October 2010
Learning Enterprises October 2007 - August 2008
Brown University Engineering Department September 2007 - December 2007
Millennium Challenge Corporation June 2007 - August 2007
Learning Enterprises, Brown University October 2006 - May 2007
Skills
Research, Teaching, Writing, Economics, Spanish, Stata, Compliance, Financial Modeling, Management, Program Management
Education
Brown University 2004 — 2008
Bachelor of Arts, International Relations; Political Economy and Development Track
Universidad de Sevilla 2006 — 2006
Treliant Risk Advisors May 2014 - Present
The Opus Group® August 2013 - January 2014
SolomonEdwardsGroup February 2012 - January 2013
Regions Bank January 2011 - February 2012
Wachovia Financial / Wells Fargo March 2008 - November 2011
CFIC Home Mortgage June 2005 - August 2007
Residential Loan Corp February 2001 - June 2005
Alliance Funding Corp January 1998 - February 2001
Skills
Loan Origination, Credit, Mortgage Lending, Loss Mitigation, Underwriting, Loans, Loan Servicing, Mortgage Underwriting, FHA, Due Diligence, Credit Risk, Analysis, Auditing, Financial Risk, Residential Mortgages, Finance, AS400 system, Mortgage Banking, Mortgage Servicing, Banking, Credit Analysis, Microsoft Publisher, Consumer Lending, 10 Key, LPS, Calyx Point, Real Estate, Risk Management, LAMP, ALS, Encompass, FileNet, USDA, LP, Training, Government Loans, Microsoft Office, Microsoft Excel, Microsoft Word, desktop underwriting, Byte, Genesus, Casetracker, Homebase, homesaver, Outlook, DU, Anti-money Laundering, AML, OFAC
Education
University of Phoenix 2013 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3rd Year
Montgomery College 1990 — 1993
Business Administration and Management, General
High Point High School 1986 — 1990
High School Diploma, General Studies
Strategic Risk Associates 2015 - Present
Treliant Risk Advisors 2014 - 2015
Stifel Bank & Trust 2013 - 2014
Acacia Federal Savings Bank 2008 - 2013
Acacia Federal Savings Bank 2000 - 2007
Acacia Federal Savings Bank 1987 - 1999
Skills
Banking, Credit, Loans, Mortgage Lending, Risk Management, Commercial Lending, Portfolio Management, Credit Analysis, Financial Analysis, Mortgage Banking, Capital Markets, Executive Management, Credit Risk, Loan Origination, Financial Risk, Corporate Finance, Financial Modeling, Underwriting, Retail Banking, Residential Mortgages, Investments, FHA, Real Estate, Strategic Planning, Private Equity, Corporate Governance, Business Analysis, Finance
Education
The George Washington University 1986 — 1991
MBA, Finance
Tulane University 1978 — 1981
BS, Economics
Jo Ann Barefoot Group, LLC April 2014 - Present
Treliant Risk Advisors January 2011 - April 2014
Jo Ann Barefoot Group, LLC April 2000 - December 2010
KPMG January 1996 - April 2000
Barefoot Marrinan & Associates, Inc. 1982 - 1996
Office of the Comptroller of the Currency 1978 - 1982
United States Senate February 1976 - September 1978
Skills
UDAAP, UDAP, Fair lending, Policy, Banking, Strategic Planning, Non-profits, Fundraising, Research, Public Speaking, Financial Risk, Project Management, Financial Services, Mergers, Credit, Policy Analysis, Enterprise Risk..., Government, Mergers & Acquisitions, Nonprofits, Fairs, Financial Institutions, Corporate Governance, AML, Risk Management, Mortgage Lending, Securities, Governance, Analysis, Strategy, Finance, Financial Analysis, Leadership, Management, Retail Banking, Privacy Law, Executive Management, Operational Risk..., Fraud, Due Diligence, Operational Risk, Risk Assessment, Financial Regulation, Management Consulting
Education
The George Washington University 1974 — 1978
Economics
University of Michigan 1969 — 1970
B.A., English
Ohio Wesleyan University 1967 — 1969
Bachelor of Arts, English
Treliant Risk Advisors July 2015 - Present
Skills
AML, Bank Secrecy Act, KYC, OFAC, USA PATRIOT Act, Compliance, Risk Management, Financial Risk, Fraud, Operational Risk, Banking, Sanction, Fraud Detection, Anti Money Laundering, Commercial Banking, Risk Analysis, Retail Banking, Capital Markets, Cash Management, Credit Cards, Financial Services, Risk Assessment, Internal Controls, Corporate Governance, Due Diligence, Internal Audit, Operational Risk..., Financial Regulation
Education
Rutgers University
BA, History
University of Miami
MBA, Business
Consumer Financial Protection Bureau February 2015 - Present
Buckingham, Browne & Nichols 2013 - Present
Treliant Risk Advisors 2012 - 2015
Smith College 2005 - 2014
International Association of Privacy Professionals 2000 - 2012
TD Bank, N.A. 2009 - 2011
Goodwin Procter 2005 - 2009
Bank of America/FleetBoston Financial 1994 - 2004
Senate Budget Committee 1989 - 1993
Fairchild Republic Co 1984 - 1987
Education
Georgetown University Law Center
JD
Smith College
BA
Treliant Risk Advisors February 2015 - Present
Compupatch Services Inc March 2007 - Present
Treliant Risk Advisors 2015 - 2015
Treliant Risk Advisors 2015 - 2015
Morgan, Lewis & Bockius LLP December 2012 - March 2013
Morrison & Foerster LLP May 2012 - August 2012
Dewey & LeBoeuf LLP February 2011 - May 2012
Nii Holdings February 2010 - July 2010
Parsons Brinckerhoff D&Q December 2007 - September 2008
Parsons Brinckerhoff December 2007 - August 2008
Skills
Switches, VPN, Network Administration, Active Directory, System Deployment, TCP/IP, Operating Systems, Technical Support, XP, Project Management, Windows, Windows 7, Software Documentation, Windows XP, Windows Server, Servers, Disaster Recovery, Networking, Software Installation, Visio, Firewalls, Network Security, Security
Education
Northeastern University 2004 — 2009
Bachelor of Science (BS), Computer Engineering
Northeastern University 2004 — 2009
Bachelor of Science, Computer Engineering
Freddie Mac April 2015 - Present
Treliant Risk Advisors July 2012 - September 2014
Nextzon Business Services January 2009 - February 2012
Sprint Nextel Corporation April 2007 - December 2008
Otsuka Maryland Research Institute April 2005 - March 2007
Skills
Employee Relations, Policy, Contract Negotiation, Performance Appraisal, Organizational..., Recruiting, Human Resources, Training, Management, Deferred Compensation, Personnel Management, Program Management, Analysis, Interviews, Business Strategy, Access, Project Planning, Negotiation, Performance Management, Administration, Project Management, Change Management
Education
University of Maryland University College 2013 — 2015
Master of Business Administration (MBA, MBA
Bowie State University 2001 — 2004
B.Sc, Sociology and Criminal Justice
Westlake high School 1994 — 1997
High School Diploma, General Studies
Cenlar FSB March 2015 - Present
Treliant Risk Advisors August 2012 - April 2013
Federal Home Loan Bank of New York January 2009 - January 2011
Morgan Stanley April 1998 - July 2008
Nomura March 1995 - April 1998
Gruntal & Co. March 1993 - March 1995
Carteret Mortgage 1985 - 1993
City Federal Mortgage 1982 - 1985
Skills
Loans, Mortgage, Securitization, Asset, Mortgage Lending, Finance, Structured Finance, Loan Origination, Financial Services, Trading, Fixed Income, Valuation, Portfolio Management, Credit Risk, Due Diligence, Commercial Lending, Asset Management, Capital Markets
Education
Rutgers University-New Brunswick 1977 — 1981
BS, Accounting
Watchung Hills Regional High School 1973 — 1977
Treliant Risk Advisors August 2015 - Present
Overseas Private Investment Corporation September 2014 - December 2014
BNY Mellon May 2014 - August 2014
Overseas Private Investment Corporation January 2014 - May 2014
American Institute for Contemporary German Studies July 2011 - July 2013
Europaeische Akademie Mecklenburg-Vorpommern May 2010 - August 2010
Skills
Policy Analysis, Public Policy, Social Media, International Relations, Research, Politics, Community Outreach, PowerPoint, Fundraising, Microsoft Office, Nonprofits, Editing, Analysis
Education
Georgetown University, Edmund A. Walsh School of Foreign Service 2013 — 2015
Master of Arts in German and European Studies, International Business
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2012 — 2013
Non-Degree Program, Statistics and Econometrics
University of Michigan 2006 — 2010
Bachelor of Arts (BA), German Studies and Psychology
Exeter Group August 2015 - Present
Treliant Risk Advisors June 2014 - August 2014
United States Senate June 2013 - July 2013
Montgomery County June 2012 - August 2012
Skills
Government, Research, Consulting, Risk Management, Leadership, Microsoft Word, PowerPoint
Education
Cornell University 2011 — 2015
Prophet June 2015 - August 2015
Treliant Risk Advisors June 2014 - August 2014
Education
University of Virginia 2013 — 2016
Bachelor of Science (BS), Commerce
Penn State University 2012 — 2013
Finance, Economics, 4.0
Treliant Risk Advisors November 2013 - Present
Retreat Capital Management, Inc. September 2013 - November 2013
Bank of America February 2012 - August 2013
Allonhill October 2011 - February 2012
Risk Management Group July 2011 - October 2011
Citi 2007 - 2008
Citi 2007 - 2008
Citi 2007 - 2008
Skills
Due Diligence, Financial Analysis, Financial Services, Sales, Sales Operations, Retail Sales, Mortgage Servicing, Banking, Credit, Auditing, Mortgage Lending, Loans, Financial Risk, Finance, Credit Risk, Retail Banking, Operational Risk, Internal Audit, Risk Management, Cash Management, Credit Analysis, Forecasting, Enterprise Risk..., Mortgage Banking, Customer Service, Loan Origination, Residential Mortgages, Management, Leadership
Education
Chicago State University 1995 — 1999
Bachelor's degree, Marketing
Home wood Flossmoor high school
Home wood Flossmoor high school
Home wood Flossmoor high school
Sunrise Senior Living February 2015 - Present
Synergy HomeCare of South Denver December 2013 - Present
Treliant Risk Advisors October 2012 - December 2013
KapLogic Corporation June 2010 - August 2012
KapLogic Corporation August 2007 - June 2010
The Kendall And Taylor Atkinson Foundation July 2009 - December 2009
San Diego Volvo September 2006 - August 2007
The Four Seasons Hotel April 2005 - January 2006
Anne Dresser Kocur - Centennial, CO May 2004 - December 2004
Skills
Detail Orientation, Time Management, Microsoft Office, Media Relations, SharePoint, Brand Management, Social Media, Public Relations, Marketing, Marketing Communications, Public Speaking, Event Planning, Event Management, Social Media Marketing, Strategic Planning, Account Management, Press Releases, Project Management, Editing, Customer Service, Inside Sales, Building Relationships, Internal Communications, Email Marketing, Corporate Communications, Fundraising, Management, Internal Marketing, Facebook
Education
Metropolitan State University of Denver 2007 — 2010
Bachelors, Speech Communication, Public Relations
Colorado State University 2002 — 2004
Speech Communication
Saporito, Falcone & Watt July 2015 - Present
Starwood Capital Group January 2015 - May 2015
BMW of North America, LLC May 2014 - August 2014
Treliant Risk Advisors June 2013 - August 2013
US Congress January 2012 - May 2012
Aflac May 2011 - August 2011
Skills
Financial Risk..., Risk Assessment, Corporate Strategy..., Political Campaigns, Legal Assistance, Governmental Affairs, Corporate Law, Public Policy, Policy Analysis, Government, Compliance, Legislative Relations, Lobbying, Social Media Marketing, Land Use Planning, Strategic Communications, Corporate Development, Policy, Legal Research
Education
Pace University School of Law 2013 — 2016
J.D. Candidate, Commercial Real Estate, Corporations Law
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Psychology
Radnor High School 2005 — 2009
First Guaranty Mortgage Corporation November 2013 - January 2015
Treliant Risk Advisors September 2012 - July 2013
Year Up 2012 - 2013
Freddie Mac June 2008 - November 2009
Fannie Mae November 2003 - July 2008
Skills
Loan Servicing, Operations Management, Process Improvement, Risk Management, Compliance, Policy, Business Analysis, Full-cycle Recruiting, SDLC, Management, Change Management, Loans, Teamwork, Banking, Coaching, Program Management, Team Building, Government, Entrepreneurship, Strategic Planning, Leadership, Analysis, Budgets, Customer Service, Training, Six Sigma, Strategy, Nonprofits, Team Leadership, Data Analysis, Finance, Vendor Management, Business Development, Project Management, Management Consulting, Marketing, Financial Analysis, Mortgage Banking, Recruiting, Time Management, Public Speaking
Education
Fannie Mae University 2006 — 2007
Certificates of Specialization, MBS Accounting, Loan Servicing, Intro to Lean Six Sigma, Custodial Accounting, Investor Reporting
Hondros Career College 1995 — 2001
Certifications, Real Estate Sales / Mortgage Finance
Bowling Green State University 1988 — 1992
BA, Public Administration / Finance
Sabre Holdings May 2012 - April 2013
Treliant Risk Advisors May 2011 - September 2011
Home Savings of America August 2005 - June 2010
Fidelity Investments November 2003 - August 2005
Geonetics, Inc January 2000 - November 2003
Lernout and Hauspie Speech Products October 1997 - December 1999
Kurzweil Applied Intelligence July 1989 - October 1997
Skills
Requirements Analysis, SDLC, Functional..., Analysis, Usability Testing, Product Management, XML, Software Design, Agile Methodologies, Software Documentation, SQL, Microsoft SQL Server
Education
Harvard Extension; Boston University
Software design, usability
McGill University
BA, Literature
Signal Financial Federal Credit Union March 2015 - Present
Treliant Risk Advisors October 2014 - March 2015
S3- Shared Service Solutions, LLC June 2013 - July 2014
NIH Federal Credit Union July 2011 - June 2013
Freddie Mac April 2010 - January 2011
GE Money October 2005 - February 2009
Indymac Bank 2005 - 2005
KB Home Mortgage Company 2003 - 2005
Guild Mortgage Company November 1998 - March 2003
Skills
Mortgage, Strategic Planning, Pricing, Capital Markets, Credit, Risk Management, Public Speaking, Mortgage Lending, Executive Management, Risk, Product Development, Strategic Leadership, Cross-functional Team..., Consumer Lending, Credit Unions, Training, International..., Loan Servicing, Loans, Leadership, Financial Risk, Banking, Financial Services, Loan Origination, Mortgage Banking, Residential Mortgages, Underwriting
Education
University of California, Irvine 1988 — 1993
BA, Political Science
San Diego State University-California State University
The Oakleaf Group March 2015 - Present
Treliant Risk Advisors November 2014 - Present
Ernest Maier, Inc March 2014 - November 2014
Freddie Mac October 2012 - July 2013
Wells Fargo Capital Finance (Aerotek) May 2012 - October 2012
Fannie Mae (Aerotek) August 2011 - May 2012
JPMorgan Chase February 2011 - June 2011
JPMorgan Chase (Assurant) August 2009 - September 2010
Palmetto Mortgage Company June 2005 - September 2007
Skills
Technical Support, Mortgage Servicing, Mortgage Banking, Document Review, Hazard Analysis, Computer Science, Financial Analysis, Microsoft SQL Server, Microsoft Excel, Office Management, Data Entry, Customer Support, Call Centers, Loan Servicing, Customer Service, Software Documentation, Real Estate, Loss Mitigation, FHA, Banking, Mortgage Lending, Refinance, Loans
Education
American Public University System 2012 — 2014
Bachelor of Science (BS), Clinical Psychology
Francis Marion University 2010 — 2011
Bachelor in Science, Psychology
Florence-Darlington Technical College 2007 — 2011
none, Physical Therapy/Therapist
Treliant Risk Advisors January 2014 - November 2014
Green Tree Servicing March 2013 - January 2014
Nationstar Mortgage January 2012 - March 2013
Wells Fargo September 2009 - December 2010
Atlantic Records January 2007 - January 2009
Skills
Auditing, Mortgage Underwriting, Mortgage Industry, Mortgage Banking, Strategic Planning, Sports, Social Media, Social Media Measurement, Advertising Sales, Inside Sales, Software Development, Programming
Education
Miami Ad School 2011 — 2011
Account Planning, Account Planning
University of North Texas 2004 — 2009
Bachelor of Arts, Advertising
University of North Texas 2004 — 2009
Bachelor of Arts, Advertising, Marketing
University of North Texas 2004 — 2009
Bachelor's Degree, Advertising
Hebron High School 2000 — 2004
Treliant Risk Advisors June 2015 - August 2015
CIBC May 2014 - August 2014
Queen's Entrepreneurs' Competition April 2013 - January 2014
Queen's Finance Association Conference February 2013 - December 2013
Scotiabank May 2013 - August 2013
Ontario Model Parliament November 2011 - April 2012
Halton Youth Symphony Orchestra September 2007 - August 2008
Skills
Microsoft Office, QuickBooks, Public Speaking, Customer Service, Networking, Communication, Policy Analysis, Venture Capital, Entrepreneurship, Recruiting, Event Planning, Retail Banking, Private Banking, Delegate Management, Finance, Teamwork, Time Management
Education
Queen's University 2012 — 2016
Bachelor of Commerce (B.Com.)
Upper Canada College 2005 — 2012
International Baccalaureate Diploma
Treliant Risk Advisors May 2014 - Present
Treliant Risk Advisors February 2014 - May 2014
Promontory Financial Group, LLC October 2013 - November 2013
JPMorgan Chase August 2013 - October 2013
Promontory Financial Group, LLC June 2013 - July 2013
HSBC Commercial Banking February 2013 - May 2013
Promontory Financial Group, LLC September 2012 - February 2013
HSBC April 2012 - August 2012
Promontory Financial Group, LLC July 2010 - November 2011
HSBC Commercial Banking February 2011 - June 2011
Skills
AML, Compliance, Fraud, OFAC, USA PATRIOT Act, Risk Management, Bank Secrecy Act, KYC, Investigation, BSA, Commercial Litigation, Loans, Financial Regulation, Financial Risk, Sanction, Regulations, Banking, Civil Litigation, Internal Audit, Operational Risk, Due Diligence, Operational Risk..., Anti Money Laundering, Securities, Capital Markets
Education
The University of Texas School of Law 1993 — 1996
JD, Law
Brown University 1985 — 1989
BS, Engineering
Treliant Risk Advisors March 2014 - Present
BGH Accounting January 2014 - April 2014
Randstad October 2013 - November 2013
Indecomm Global Services June 2013 - July 2013
RR Donnelley March 2013 - May 2013
Aerotek January 2012 - December 2012
Silicon Valley Services May 2011 - August 2011
SunTrust Mortgage November 2010 - February 2011
Remedy Intelligent Staffing September 2009 - October 2010
Remedy Intelligent Staffing June 2009 - August 2009
Skills
Financial Risk, Refinance
Education
Syracuse University
BA, Accounting
Treliant Risk Advisors November 2014 - February 2015
George Washington University September 2011 - September 2012
George Washington University August 2011 - May 2012
DEVNET Association for 2010 Shanghai Expo August 2010 - September 2010
China Merchants Bank January 2008 - July 2009
Skills
Stata, Bloomberg Terminal, Mandarin, Financial Statement..., SAS, Economics, Quantitative Analytics, Econometrics, Data Analysis, Chinese, Statistics, Financial Analysis, Financial Modeling, Statistical Modeling, Research, SAS programming, Bloomberg, R, Microsoft Office, Finance, Analysis, Microsoft Excel
Education
The George Washington University 2012 — 2014
Master of Science in Finance, Banking, Corporate, Finance, 3.8
GWU 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, 3.8
Context Driven Risk Advisors September 2014 - Present
QualiTest Group September 2014 - Present
Treliant Risk Advisors October 2012 - December 2013
Capco December 2011 - May 2012
Fannie Mae March 2007 - May 2011
Fannie Mae March 2007 - November 2010
Fannie Mae September 2006 - March 2007
Fannie Mae October 1994 - September 2006
Freddie Mac June 1987 - October 1994
Booz Allen & Hamilton 1983 - 1987
Skills
Risk Management, Technology Development, Business Process, Software Testing, Project Portfolio..., Business Intelligence, Data Warehousing, Governance, Organizational..., Testing, Standards Compliance, Operational Efficiency, Mortgage Lending, Quality Assurance, SDLC, Business Process..., PMO, Business Analysis, PMP, Analysis, Credit, Banking, Program Management, Requirements Analysis, Business Process..., Executive Management, Derivatives, Fixed Income, Operational Risk, Management, Analytics, Portfolio Management, Financial Modeling, Financial Services, Cross-functional Team..., Credit Risk, Market Risk, Capital Markets, Finance, Leadership, Project Management, Enterprise Risk..., Valuation, Financial Risk, Operational Risk..., ALM, Structured Finance, Management Consulting, SAS, Basel II
Education
American University
MBA, Finance
University of Maryland College Park
BS, Computer Science
Treliant Risk Advisors October 2009 - Present
Zenta January 2007 - April 2008
RBC Capital Markets April 2006 - January 2007
Citi Group November 2005 - April 2006
Standard & Poor's January 2005 - August 2005
BankPlus 2003 - 2004
Skills
Credit Analysis, Financial Modeling, Financial Analysis, Compliance, Underwriting, Real Estate, Capital Markets, Mortgage, Financial Risk, Mortgage Lending, Fixed Income, Consumer Lending, Risk Management, Strategy, Financial Services, Valuation, Portfolio Management, Due Diligence, Loans, Enterprise Risk..., Banking
Education
University of Mississippi 2000 — 2003
BBA, Finance
Harvard Business School 2012 — 2012
Executive Education, Negotiation and Competitive Decision Making
Risk Management Advisory LLC February 2014 - Present
Treliant Risk Advisors September 2010 - January 2013
Risk Management Advisory LLC August 2009 - September 2010
JPMorgan Chase November 2004 - January 2009
JP Morgan Chase & Co 1979 - 2009
JPMorgan Chase 2001 - 2003
JPMorgan Chase 1998 - 2001
Skills
Thought Leadership, Leveraged Finance, Portfolio Management, Credit, Loans, Banking, Equities, Credit Analysis, Underwriting, Credit Risk, Finance, Financial Modeling, Risk Management, Forecasting, Accounting, Hedge Funds, Financial Risk, Capital Markets, Retail Banking, Due Diligence, Leadership, Financial Structuring, Risk Assessment, Executive Management, Asset Management, Training, Financial Services, Valuation, Strategy, Management, Analysis, Operational Risk, Relationship Management, Enterprise Risk..., CRM
Education
Lehigh University - College of Business and Economics 1965 — 1969
BS, Marketing
Millburn High School 1965
Millburn High School 1965
Millburn High School 1965
Millburn High School 1965
Millburn High School 1965
Millburn High School 1965
Procter & Gamble May 2015 - July 2015
Treliant Risk Advisors June 2014 - August 2014
Zolio Inc June 2013 - August 2013
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2016
Finance, Accounting, Economics, Senior
Treliant Risk Advisors November 2014 - Present
Swains Lock Partners, LLC 2012 - Present
Stifel Bank & Trust November 2013 - May 2014
Acacia Federal Savings Bank August 2012 - October 2013
Jefferson National Financial Corp. October 2009 - January 2012
Aquiline Capital Partners 2008 - 2009
E*TRADE Financial Corporation January 2005 - May 2008
E*TRADE Bank February 2000 - December 2004
Telebanc Financial Corporation June 1998 - January 2000
Hofheimer Gartlir & Gross 1982 - 1998
Skills
Executive Management, P&L responsibility, Strategic Thinking, Strategic Planning, Legal Affairs, Regulatory Strategy, Regulatory Affairs, Regulatory Risk, Compliance, Human Capital Management, Legal Services, Enterprise Risk..., SOX, Regulatory Filings, Financial Reporting, Security, Expense Management, Real Estate, Commercial Lending, Execution Skills, Brokerage, Banking Law, Banking, Asset Management, Capital Raises, Corporate Governance, Risk, Due Diligence, Risk Management, Securities, Corporate Finance, Entrepreneurship, SEC reporting, Insurance, Leadership, SEC filings, Mergers & Acquisitions, Financial Risk, Strategy, P&L Management, Team Leadership
Education
Boston University School of Law 1979 — 1982
J.D.
Boston University - School of Management 1980 — 1982
M.B.A.
Brandeis University 1975 — 1979
A.B., cum laude, Politics
Treliant Risk Advisors April 2014 - Present
RE/MAX DFW Associates February 2014 - Present
Wells Fargo Home Mortgage February 2013 - August 2013
DISYS (Contract Bank of America) July 2011 - January 2013
Citi February 2009 - July 2011
First American Financial Corporation June 2007 - February 2009
First Horizon Home Loans April 2001 - June 2007
Skills
Mortgage Lending, Credit, Loans, Finance, Loss Mitigation, Risk Management, Loan Servicing, FHA, Underwriting, Portfolio Management, Mortgage Servicing, Financial Risk, Credit Risk, Analysis, Training, Due Diligence, Insurance, Consumer Lending, Foreclosures, Negotiation, Default, Marketing, Short Sales, Funding, General Ledger, Investors, Fraud, Mortgage Banking, Banking, Loan Origination, Credit Analysis, Home Equity Lines of..., Mortgage Underwriting, Residential Mortgages, Bankruptcy, Sellers
Education
Champion school of Real Estate 2014 — 2014
Licensed, Real Estate
Cedar Valley College 2004 — 2004
Real Estate
LiteCloud February 2015 - Present
Certified CIO April 2014 - February 2015
Invotex March 2013 - March 2014
Treliant Risk Advisors November 2012 - February 2013
Telogical Systems February 2006 - October 2012
AACPS September 2005 - February 2006
Christendom College 2001 - 2005
Skills
Network Administration, Windows Server, Microsoft Exchange, VoIP, Remote Access, Desktop Administration, Cisco Technologies, FTP, VPN, DHCP, Firewalls, LAN-WAN, Servers, Blackberry Enterprise..., DNS, Microsoft SQL Server, Networking
Education
Christendom College 2001 — 2005
BA, Econ, Political Science
McGladrey April 2014 - Present
Treliant Risk Advisors January 2013 - April 2014
SmartBrief May 2012 - December 2012
Latin Concepts November 2011 - May 2012
Intermix September 2008 - September 2009
Cafritz Interest May 2008 - June 2008
Black Salt September 2007 - November 2007
Circle Bistro July 2007 - September 2007
Ski Center August 2004 - August 2005
Skills
Digital Marketing, Online Advertising, Social Networking, Salesforce.com, Email Marketing, Lead Generation, Wordpress, Sales, Microsoft Office, Event Planning, Microsoft Word, Social Media Marketing
Education
Colorado College 2006 — 2011
Bachelor of Arts (B.A.), Mathematical Economics
Carrabassett Valley Academy
High School Diploma
St. Patrick's, Bullis
Treliant Risk Advisors June 2011 - December 2012
The Education Resources Institute June 2006 - June 2011
Boston University School of Law January 1990 - May 2011
The Reserve Funds 2003 - 2006
GE Capital May 1998 - November 2003
Fleet Financial Group 1990 - 1998
Bank of New England 1985 - 1990
Federal Reserve Bank of Boston 1972 - 1985
Skills
Corporate Law, Corporate Governance, Banking Law, Legal Research, Privacy Law, Financial Services, Securities Regulation
Education
Boston University School of Law 1969 — 1972
J.D., Law
Treliant Risk Advisors January 2014 - Present
Treliant Risk Advisors January 2012 - December 2013
Treliant Risk Advisors January 2011 - December 2011
SourceDirect February 2010 - October 2010
Evergreen Shipping Agency July 2008 - February 2010
UBS Financial Services February 2007 - July 2008
Skills
Logistics, Customer Service, Microsoft Office, Government, Microsoft Excel, New Business Development, PowerPoint, Project Management, Corporate Communications, Marketing, Management, Marketing Strategy, Event Planning, Social Media, Social Media Marketing, Newsletters, Editing
Education
College of Charleston 2004 — 2008
Bachelor of Arts
The University of Queensland 2006 — 2006
HRB Mortgage Consulting March 2003 - Present
Treliant Risk Advisors December 2014 - January 2015
Bridgeforce April 2014 - September 2014
NewOak Financial April 2013 - August 2013
Solomon Edwards Group January 2012 - March 2013
FDIC May 2010 - November 2011
Fannie Mae March 2001 - February 2003
Saxon Home Mortgage August 1999 - August 2000
Saxon Mortgage, Inc March 1996 - August 1999
Union Financial Corp. 1992 - 1995
Skills
Mortgage Banking, Servicing, Loans, Mortgage, Mortgage Lending, Loss Mitigation, Underwriting, Mortgage Industry, Portfolio Management, Compliance, VA, Conventional, Residential Mortgages, Mortgage Operations, Process Improvement, System Design, Team Leadership, Strategic Planning, Executive Management, Refinance, Mortgage Servicing, Origination, Wholesale, Due Diligence, Loan Servicing, Loan Origination, Cash Flow, Team Building, Rates, Wholesale Mortgage..., Correspondent Mortgage..., P&L Management, Business Planning, Credit, Credit Risk, Loan Structuring, FHA, Risk Management, Operations Management, Mortgage Underwriting, Default, Vendor Management, Pricing, Branch Management, Leadership, Financial Risk, Real Estate Economics, Finance, Commercial Mortgages, Funding
Education
Philadelphia University
BS, Business Administration
J.P. Morgan Chase September 2014 - Present
JPMorgan Chase & Co. September 2014 - Present
Treliant Risk Advisors March 2014 - September 2014
Wells Fargo Home Mortgage February 2013 - August 2013
Retreat Capital Management, Inc. March 2012 - April 2013
JP Morgan Chase February 2011 - March 2012
Citi February 2009 - January 2012
Citi February 2007 - August 2008
Citi October 2005 - February 2007
Skills
Microsoft Office, Loans, Mortgage Lending, Credit, Underwriting, Quality Management, Leadership, Banking, Training, Quality Auditing, Team Building, Finance, Customer Service, Loss Mitigation, Financial Risk, Analysis, Management, Mortgage Banking, Residential Mortgages, Sales, Auditing, Call Centers, Insurance, Mortgage Underwriting, Real Estate, Coaching, Quality Assurance, Credit Analysis, Risk Management, FHA, Strategic Planning, Performance Management, Portfolio Management, Mortgage Servicing, Policy, Loan Origination, Credit Risk, Default, Foreclosures, Loan Modifications, Loan Servicing, Access, Consumer Lending, Financial Services, Refinance, REO, Vendor Management, Financial Analysis, Process Improvement, Relationship Management
Education
Langston University 2000 — 2004
BS, Management/Finance
James Bowie High School
Joule Solar Energy June 2015 - Present
Joule Solar Energy February 2015 - June 2015
Campaign for Louisiana August 2014 - December 2014
Treliant Risk Advisors December 2013 - June 2014
Treliant Risk Advisors August 2013 - December 2013
Treliant Risk Advisors June 2013 - July 2013
Robert Half March 2013 - May 2013
Presidential Inaugural Committee January 2013 - January 2013
Organizing for America - Virginia April 2012 - November 2012
Education
Arizona State University 2007 — 2011
Bachelor's Degree, Political Science and Government
Opower June 2015 - Present
Opower February 2014 - June 2015
Treliant Risk Advisors May 2013 - February 2014
Hanover Research June 2011 - March 2013
Hanover Research July 2010 - June 2011
Skills
Strategic Communications, Research, Corporate Communications, Copywriting, Advertising, Program Management, Training, Management, Social Networking, Digital Marketing
Education
Bucknell University 2006 — 2010
BA, Economics, English
Vesalius College Brussels 2008 — 2009
CIEE Study Abroad Program in Business and Communications
Dover-Sherborn High School 2002 — 2006
Treliant Risk Advisors August 2015 - Present
The AES Corporation October 2013 - August 2015
Skills
Project Management, Research, Process Improvement, Customer Service, Budgets, Project Planning, Sales, Change Management, Microsoft Excel, Accounting and Finance
Education
Strayer University
Associate of Arts (AA), Accounting, 4.0 GPA
Strayer University
Bachelor of Business Administration (B.B.A.), Business Adminstration, 4.0 GPA
Treliant Risk Advisors August 2015 - Present
Treliant Risk Advisors June 2015 - August 2015
Financial Services Roundtable August 2014 - May 2015
Financial Services Roundtable May 2014 - August 2014
GW Snap Challenge Initiative August 2013 - January 2014
Skills
Leadership, Microsoft Office, Event Planning, Event Management, Member Relations, Oral Communication, Skilled Multi-tasker, Written Communication, iMIS, Member Development, Microsoft Excel, Social Networking, Customer Service, Public Speaking, PowerPoint, Research
Education
The George Washington University 2012 — 2016
Bachelor's Degree, Economics
West Windsor- Plainsboro High School South 2008 — 2012
Treliant Risk Advisors May 2014 - Present
Caliber Funding August 2012 - September 2013
Bank of America March 2010 - August 2012
Skills
VA loans, Loans, Credit, Mortgage Lending, Underwriting, Software Documentation, FHA, Quality Assurance, Financial Risk, FHA financing, Banking, Loss Mitigation, Mortgage Servicing, VA Loans, Mortgage Banking, Loan Origination, Residential Mortgages, Finance, FHA Financing
Education
Kaplan University-Davenport Campus
Legal Assistant/Paralegal
Yelp August 2015 - Present
BODYARMOR SuperDrink January 2015 - July 2015
Friends of Choice in Urban Schools FOCUS DC September 2013 - May 2015
Treliant Risk Advisors June 2014 - August 2014
ReminderMedia May 2013 - August 2013
Skills
Marketing, Market Research, Lead Generation, Social Media Marketing, Salesforce.com, Analysis, Business Development, CRM, Analytics, Human Resources, Social Media, Sales, Marketing Research, Microsoft Office, PowerPoint
Education
The Catholic University of America 2012 — 2015
Bachelor of Science (BS), Business Administration
Kutztown University of Pennsylvania 2011 — 2012
Business, Management, Marketing, and Related Support Services
Freddie Mac March 2014 - Present
Treliant Risk Advisors January 2014 - March 2014
Freddie Mac July 2013 - December 2013
Treliant Risk Advisors August 2012 - July 2013
KPMG October 2011 - July 2012
Edwin A. Green Law Offices January 2011 - June 2011
KPMG June 2010 - August 2010
Skills
Financial Audits, Profit Analysis, Risk Assessment, CRM, GAAP, Mortgage Lending, Internal Controls, Enterprise Risk..., Community Reinvestment..., Credit Risk, Dodd-Frank Act Title X, Quality Assurance, Financial Statement..., Business Process..., Home Mortgage Loans, RESPA, Compliance, Investment Management, IS/BS Analytics, DCAA Reviews, Investment Testing, Debt Funding, Project Planning and..., GSE
Education
Virginia Polytechnic Institute and State University 2006 — 2010
B.S. Financial Accounting
Florida State University 2010 — 2011
CPA Candidate
Treliant Risk Advisors January 2014 - Present
SURF COLLECTIVE NYC January 2014 - Present
Three Ocean Partners LLC August 2013 - December 2013
Virtusa 2012 - May 2013
Skills
Hedge Funds, Capital Markets, Bloomberg, Business Analysis, Financial Analysis, Valuation, Investments, Business Strategy, Strategic Planning, Investment Banking, Fundraising, Microsoft Office, Fixed Income, Alternative Investments, Portfolio Management, Microsoft Excel, Market Research, Marketing Strategy, Equity Research, Finance, Equities, Analytics, Bloomberg Terminal, Asset Management, Investment Strategies, Management Consulting, Dodd-Frank, Financial Statements, Financial Markets, Leveraged Finance, Strategic Consulting, Salesforce.com, CAMS
Education
Trinity College-Hartford 2008 — 2012
Bachelor of Arts, International Studies and Spanish
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2010 — 2010
Georgetown Visitation Preparatory School 2004 — 2008
Treliant Risk Advisors February 2015 - Present
Shelbourne Law Firm April 2013 - November 2014
South Carolina Judicial Department August 2011 - August 2012
United States District Court, District of South Carolina May 2010 - July 2010
Hand Arendall LLC September 2006 - July 2008
Skills
Courts, Legal Writing, Civil Litigation
Education
Charleston School of Law 2008 — 2011
Doctor of Law (J.D.)
College of Charleston 2004 — 2005
Bachelor of Arts (B.A.), English
University of South Carolina Honors College 2001 — 2004
Bachelor of Arts (B.A.), English
Treliant Risk Advisors September 2015 - Present
First Niagara Bank January 2012 - Present
HSBC October 2005 - December 2011
HSBC November 2004 - October 2005
Skills
EDD Enhanced Due..., AML Anti-money..., Banking, Retail Banking, Correspondent Banking, Commercial Banking, Financial Analysis, Bank Secrecy Act, Cash Management, Risk Management, Financial Services, Private Banking, AML, Analysis, Customer Service, Finance, Financial Risk, Operational Risk, KYC, Anti Money Laundering
Education
State University of New York College at Buffalo 1999 — 2003
Bachelor of Business Administration (B.B.A.), International Business
The White House February 2015 - June 2015
Treliant Risk Advisors November 2014 - February 2015
Kevin Rohan Memorial Eco Foundation March 2014 - June 2014
George Washington University September 2013 - December 2013
Wells Fargo June 2013 - August 2013
District of Columbia Department of Housing and Community Development September 2012 - May 2013
George Washington University September 2012 - May 2013
LiveGreen January 2012 - May 2012
Festival Foods May 2010 - January 2012
Forward Financial June 2010 - August 2011
Skills
Customer Service, Public Speaking, Team Leadership, Time Management, Research, Team Building, GIS, Environmental Consulting, Leadership Development, Organizational..., Waste Management, Community Development, Data Analysis, Problem Solving, Environmental Policy, Strategic Planning, Policy, Community Outreach, Football
Education
The George Washington University 2011 — 2015
Bachelor of Arts (B.A.), Geography and Environmental Studies
Marshfield High School 2007 — 2011
High School Diploma, General Secondary Education
Oak Mortgage Group July 2015 - Present
Cendera Funding May 2014 - June 2015
Treliant Risk Advisors January 2014 - May 2014
Genpact Mortgage Services September 2013 - January 2014
BB&T October 2011 - August 2013
Skills
Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Residential Mortgages
Education
Georgia State University 1994 — 1996
Criminal Justice
RGP September 2013 - Present
Pinnacle Bay, LLC March 2005 - September 2013
Treliant Risk Advisors June 2011 - August 2013
Valley Baptist Health System May 2006 - August 2011
Jefferson Wells December 2002 - March 2005
KPMG September 1998 - December 2002
Skills
Compliance, Revenue Cycle, Process Improvement, Healthcare, Internal Controls, Risk Management, Healthcare Information..., Management, Business Development, Contract Negotiation, Accounting, Due Diligence, Strategic Planning, Executive Management, New Business Development, Financial Analysis, Finance, Healthcare Industry, Internal Audit
Education
Texas A&M University
BBA, Accounting
University of St. Thomas
MBA
Treliant Risk Advisors March 2014 - Present
New Bold Consultants July 2013 - October 2013
JP Morgan Chase December 2010 - July 2013
Chase June 2010 - December 2010
Wells Fargo August 2009 - April 2010
Bank of America June 2008 - November 2008
JPMorgan Chase July 2003 - October 2007
Skills
Business Analysis, Microsoft Excel, Visio, Financial Analysis, Analysis, Risk Management, PowerPoint, Process Improvement, Microsoft Word, Microsoft Office, Leadership, Team Leadership, Project Management, Management, Training, Team Building, Mortgage Underwriting, Mortgage Servicing, Residential Mortgages, Data Analysis
Education
University of North Texas 2012 — 2014
Bachelor of Business Administration (BBA), Decision Science
Dallas County Community College 2009 — 2011
Treliant Risk Advisors April 2015 - Present
US Congress May 2015 - August 2015
RTR Tours Co., LTD July 2012 - June 2014
Congresswoman Nita Lowey's 18th Congressional District Office January 2012 - May 2012
Drum Major Institute for Public Policy 2012 - 2012
Congressman Charles B. Rangel District Office August 2011 - December 2011
Law Office of Marcia Ibrahim June 2010 - August 2010
Skills
Tourism, Social Media, Hotels, Public Speaking, Microsoft Office, Customer Service, Event Planning, Analysis, Photography, Research, PowerPoint, Microsoft Word, Community Outreach, Editing, Event Management, Fundraising, Microsoft Excel, Nonprofits, Social Networking
Education
American University 2014 — 2016
Master of Public Policy, Advance Policy Analysis
Manhattanville College 2008 — 2012
Political Science, History
Wissahickon High School 2005 — 2008
EY July 2014 - Present
U.S. Department of Justice March 2014 - July 2014
Attorney January 2010 - July 2014
Pan American Tower Services July 2007 - July 2014
Treliant Risk Advisors February 2012 - March 2014
State of Minnesota December 2006 - July 2008
Aafedt, Forde, Gray, Monson & Hager P.A. May 2005 - May 2006
Wells Fargo 2002 - 2003
Wells Fargo Home Mortgage 2002 - 2003
Wells Fargo Home Mortgage 2002 - 2003
Skills
Legal Writing, Litigation, Legal Research, Legal Advice, Immigration Law, Legal Issues, Civil Litigation, Corporate Law, Spanish-English, Entrepreneurship, Compliance, Contract Negotiation, Mortgage Banking, Microsoft Office, Microsoft Excel, Microsoft Word, Document Review, Spanish, Arbitration, Banking Law, Mediation, Dispute Resolution, Legal Assistance, Westlaw
Education
IE (Instituto de Empresa) 2008 — 2009
LLM, Advanced law
University of Minnesota Law School 2003 — 2006
J.D., Law
Duke University 1998 — 2002
BS, Economics
Central High School 1994 — 1998
Treliant Risk Advisors July 2015 - Present
Sunset Realty Of Broward September 2013 - June 2015
DIGITALRISK - Mphasis Company April 2013 - August 2013
Solomon Edwards Group October 2011 - January 2013
J.P. Morgan - Chase February 2011 - September 2011
Merrill Lynch September 2008 - January 2011
HSBC MORTGAGE CORPORATION July 2007 - August 2008
AMERITRUST HOME MORTGAGE January 2003 - June 2007
Bank of America January 2000 - December 2002
Skills
Loans, Loan Servicing, Credit Risk, Underwriting, Mortgage Lending, Training, Finance, Due Diligence, Mortgage Banking
Education
Florida International University - College of Business
Treliant Risk Advisors 2012 - Present
Bladestone Financial LLC 2001 - 2012
AGS Financial LLC 1995 - 2001
CS First Boston 1991 - 1995
Wells Fargo Bank 1985 - 1991
Oak Industries 1981 - 1985
Education
University of San Diego 1983 — 1986
MBA, International Finance
Carthage College 1977 — 1981
BA, Accounting, Business Administration and Public Finance
Circle April 2014 - Present
Treliant Risk Advisors January 2013 - April 2014
Treliant Risk Advisors March 2011 - December 2012
Treasury Department - Office of Thrift Supervision June 2009 - March 2011
Treasury Department - Office of Thrift Supervision June 2008 - June 2009
Kumaran Systems January 2008 - March 2008
Colorado College March 2005 - December 2007
U.S. House of Representatives - Offices of Congressman Tiberi June 2002 - August 2002
Skills
Risk Assessment, Regulatory Strategy, Business Strategy, Strategic Planning, Financial Risk, Risk Management, Banking, UDAAP, Strategy, Governance, Economics, Bank Secrecy Act, Anti Money Laundering, Leadership, Analysis, Financial Services, Program Management, Management Consulting, Auditing, Management, Policy, AML, Process Improvement, Training, Internal Controls, Asset Management, Financial Institutions, Loans, Due Diligence, Enterprise Risk..., Financial Analysis
Education
Colorado College 2003 — 2007
Bachelor of Arts, Economics
Kansai Gaidai University 2005 — 2006
Exchange Student, Business, Economics, Japanese
Columbus Academy 1991 — 2003
High School
Treliant Risk Advisors July 2015 - Present
Treliant Risk Advisors January 2014 - July 2015
Treliant Risk Advisors October 2012 - December 2013
Treliant Risk Advisors July 2012 - October 2012
ROCS Entry-Level Staffing June 2011 - September 2011
Skills
Microsoft Office, Financial Analysis, Research, PowerPoint, Analysis, Budgets, Microsoft Excel, Project Planning, Management, Strategic Planning, Banking
Education
Shenandoah University 2008 — 2012
Bachelor of Business Administration (B.B.A.)
Villanova University
Certificate of Achievement in Advanced Strategic Project Management Practices
Treliant Risk Advisors January 2014 - Present
Treliant Risk Advisors December 2011 - Present
Wells Fargo Bank February 2003 - December 2011
Equinta Corporation February 2000 - September 2000
Fannie Mae August 1998 - January 2000
Aetna Bond Investors August 1983 - April 1992
Skills
Financial Risk, Banking, Strategy, Strategic Planning, Financial Services, Investments, Project Management, Leadership, Credit, Insurance, Mortgage Lending, Loans, Financial Analysis, Risk Management, Credit Analysis, Portfolio Management, Financial Modeling, Due Diligence, Asset Managment, Credit Risk, Underwriting, Mergers, Finance
Education
Georgetown University 2005 — 2006
Certificate, Executive Leadership
University of Michigan - Stephen M. Ross School of Business 1981 — 1983
MBA, Finance/Accounting
Edinboro University of Pennsylvania 1977 — 1981
BA, Political Science
Treliant Risk Advisors October 2011 - Present
TROUTMAN SANDERS, LLP 2001 - 2011
Skills
Legal Assistance, Outlook, Microsoft Excel
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
SUNY Farmingdale
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
AIG February 2014 - October 2014
Treliant Risk Advisors April 2013 - January 2014
Bermuda Monetary Authority January 2011 - March 2013
American Bankers Association 2009 - January 2011
Federal Reserve Board March 2004 - March 2009
Board of Governors of the Federal Reserve System 2004 - 2009
Skills
Risk Management, Securities Regulation, Capital Markets, Regulatory Policy, Banking, Corporate Governance, Enterprise Risk..., Economics, Policy, Securities, Liquidity Risk, Financial Regulation, Governance, Financial Risk, Strategic Planning, Policy Analysis, Banking Law, Interest Rate Risk..., Bank Secrecy Act, Due Diligence, Operational Risk, Financial Services, Finance
Education
The George Washington University - School of Business 1998 — 2001
MBA, Finance
Georgetown University Law Center 1980 — 1983
JD, Law
University of Notre Dame 1977 — 1980
BA, Economics
BET Networks (a subsidiary of Viacom Inc.) September 2014 - Present
BET Networks (a subsidiary of Viacom Inc.) August 2013 - September 2014
Treliant Risk Advisors September 2012 - August 2013
Fannie Mae 2007 - 2010
BET Networks (a subsidiary of Viacom Inc.) 2005 - 2007
Skills
Essbase, Accounting, Financial Reporting, PeopleSoft, Internal Controls, Sarbanes-Oxley Act, Forecasting, Microsoft Office, Hyperion Enterprise, MRI, Great Plains Software, Accounts Payable, FAS 5, Great Plains, Hyperion, AIMS, FAS 123R, Insite, RTR, Esite, SAP, Longview, Business Objects, Wide Orbit
Education
University of Maryland University College 2014 — 2016
Masters of Business Administration, Business Administration and Financial Management
Grambling State University 1995 — 2000
Bachelor of Science, Accounting
Treliant Risk Advisors August 2011 - Present
KeyBank May 2010 - July 2011
KeyBank August 2008 - May 2010
Peoples Bank August 2006 - July 2008
Ernst & Young December 2005 - August 2006
United Bankshares December 2001 - December 2005
One Valley Bank June 1993 - March 2000
Ernst & Young May 1992 - August 1992
Skills
Financial Risk, Mortgage Lending, Credit, Banking, Bank Secrecy Act, Risk Management, OFAC, Enterprise Risk..., AML, Loans
Education
Marietta College 1989 — 1993
B.A., Accounting
ABA National Compliance School
F.N.B. Corporation April 2014 - Present
F.N.B. Corporation December 2013 - Present
Treliant Risk Advisors December 2012 - December 2013
CFG Community Bank March 2012 - December 2012
Capital Bank (Capital Bank Financial Corp.) August 2009 - March 2012
Skills
Portfolio Management, Banking, Financial Analysis, Valuation, Credit, Mortgage Lending, Asset Management, Loans, Underwriting, Credit Analysis, Finance, Small Business Lending, Commercial Banking, Securities, Retail Banking, Corporate Finance, Risk Management, Financial Risk, Due Diligence, Financial Services, Credit Risk, Financial Modeling
Education
East Carolina University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
J.P. Morgan June 2015 - August 2015
University of Pennsylvania April 2014 - April 2015
Treliant Risk Advisors August 2012 - October 2014
Massey Knakal Realty Services January 2011 - August 2011
Citizen Schools June 2010 - October 2010
Skills
Data Analysis, Research, Team Leadership, PowerPoint, Microsoft Excel, Economics, Strategic Planning, Teamwork, Politics, Political Campaigns, Public Policy, Teaching, Microsoft Word, Regulatory Analysis, Financial Risk, Public Administration, Account Management, Presentations, Compliance, Dodd-Frank, Public Management, Policy, Community Outreach, Program Management, Management, Government, Local Government, Financial Analysis, Financial Accounting, Strategic Financial..., Financial Audits
Education
Temple University - Fox School of Business and Management 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania 2013 — 2015
Fels Institute of Government, Masters of Public Administration
Tufts University 2006 — 2010
Bachelor's degree, Economics
New York University 2012 — 2013
Course in Graduate Certificate, Global Affairs
The Lawrenceville School 2002 — 2006
Cum Laude
Haverford School 1994 — 2002
Treliant Risk Advisors January 2015 - Present
Treliant Risk Advisors January 2013 - December 2014
Treliant Risk Advisors September 2011 - December 2012
U.S. Treasury Department - Office of Thrift Supervision June 2008 - August 2011
U.S. Treasury Department - Office of Thrift Supervision June 2008 - June 2009
Thomas Roulston Investment Partners May 2006 - October 2006
Skills
Banking, Financial Analysis, Risk Management, Investment Management, Real Estate, Financial Risk, Credit, Enterprise Risk..., Credit Analysis, Financial Institutions, Economics, Strategic Planning, Risk Assessment, Policy, AML, Mortgage Lending, Due Diligence, Loans
Education
Cleveland State University 2006 — 2008
M.A., Economics
Miami University 2002 — 2006
B.S. Business, Economics
Chanel
Treliant Risk Advisors November 2012 - Present
Bank of America July 2009 - July 2012
American Home Mortgage April 2002 - August 2007
Skills
Quality Control, Auditing, Fraud Detection, Forensic Underwriting, Appraisal / Collateral..., FHA financing, Risk Assessment, Mortgage Underwriting, FHA, Risk Management, Underwriting
Education
America Real Estate Institute
Licensed Real Estate Appraiser 1998-2000
Suffolk County Community College
Treliant Risk Advisors May 2015 - Present
Baker Tilly Virchow Krause, LLP January 2013 - Present
Baker Tilly Virchow Krause, LLP February 2006 - Present
Hogan & Hartson August 2002 - February 2006
Presearch, Inc. August 2001 - August 2002
Acuity Technology November 1999 - July 2001
Skills
Accounting, Business Objects, Training, Outlook, Payroll, STAR, Supervising, Microsoft Excel, Customer Service, Accounts Receivable, General Ledger, Invoicing, Elite Enterprise, Webview, Professional Services..., Legal Billing, Government Billing, e-billing, Whitehill, E-invoicing, Aderant, Journal Entries
Education
Northern Virginia Community College 2000 — 2002
Associate, Business Management Specializing in Finance
Treliant Risk Advisors June 2015 - Present
Navigant Consulting January 2009 - Present
Deloitte Financial Advisory Services 2004 - 2008
Deloitte 2004 - 2008
Skills
Compliance, Fraud Investigations, Financial Advisory, Risk Management, Financial Analysis, Risk Assessment, Business Development, Marketing, Financial Services, Due Diligence, Banking, AML, Fraud, Bank Secrecy Act, Business Process..., Litigation Consulting, Mergers & Acquisitions, Forensic Accounting, Financial Institutions, Finance, Forensic Analysis, Anti Money Laundering, Management Consulting
Education
Rice University 2002 — 2004
MBA, Finance
The University of Texas at Austin 1994 — 1998
Bachelor of Arts, Spanish
Treliant Risk Advisors May 2015 - Present
TRAK Legal May 2010 - May 2015
Taryn Rose International, Inc. February 2009 - December 2009
Liberty Mutual November 2007 - October 2008
Eleni's New York July 2006 - November 2007
Skills
Recruiting, Sales, Human Resources, Management, Cold Calling, Interviews, Temporary Placement, Temporary Staffing, Talent Acquisition, Networking, Applicant Tracking..., Staffing Services, Internet Recruiting, Sourcing, College Recruiting, Screening Resumes, Interview Preparation
Education
Dickinson College 2002 — 2006
History
Treliant Risk Advisors July 2012 - Present
KeyBank July 2009 - July 2012
KeyBank August 2007 - July 2009
GM September 2006 - August 2007
Com Corp Industries June 2004 - August 2006
GXS 2001 - 2003
Skills
Security, Risk Assessment, Risk, CISA, IT Governance, GLBA, Enterprise Risk..., Information Security, Financial Risk, CISSP, Vulnerability Assessment, IT Audit, Governance, Risk Management, Network Security, Data Center, Business Continuity, Strategy, Outsourcing, Information Security..., Disaster Recovery, PCI DSS, Vulnerability Management, Information Technology, COBIT
Education
Case Western Reserve University - Weatherhead School of Management 2003 — 2006
MBA, Business Administration
Baldwin Wallace University 2000 — 2003
BS, Computer Information Systems
Treliant Risk Advisors August 2015 - Present
Treliant Risk Advisors June 2015 - August 2015
The Church of the Living God, (FGM) November 2013 - July 2014
Robert Half International November 2011 - November 2013
Nordstrom March 2010 - December 2011
Hamilton Lane Advisors, LLC November 2007 - September 2009
Convergent Wealth Advisors August 2006 - May 2007
Skills
Leadership, Management, Financial Analysis, Recruiting, Finance, Training, Portfolio Management, CRM, Accounting, Sales, Analysis, Microsoft Excel, Time Management, Financial Reporting, PowerPoint, Customer Service, Forecasting, Banking, Talent Acquisition, Onboarding, Temporary Staffing, Real Estate, Applicant Tracking..., Financial Statements, Event Planning, Private Equity, Public Speaking, Sales Management, College Recruiting, Temporary Placement, Microsoft Word, Microsoft Office, Budgets
Education
American University 2014 — 2016
Master of Business Administration (MBA)
Drexel University 2001 — 2006
BS/BA, Finance & International Business
Treliant Risk Advisors 2008 - Present
FINCA International 2008 - 2009
Tatum LLC 2007 - 2008
Freddie Mac 2005 - 2007
Development Gateway Foundation 2003 - 2005
Capital One Financial Corporation 1996 - 2003
First Interstate Bancorp 1991 - 1996
Kaplan Smith & Associates 1985 - 1991
United Mercantile Bank & Trust 1983 - 1985
Skills
Cash Management, Finance, Managerial Finance, Leadership, Management, Internal Audit, Banking, Risk Management, Portfolio Management, Credit, Financial Analysis, Financial Modeling, Credit Risk
Education
CFA Institute 1989 — 1991
CFA, Chartered Financial Analyst
University of Toronto 1982 — 1983
MBA, Finance
McGill University 1979 — 1982
Bachelor's Degree, Commerce
Fannie Mae October 2011 - May 2013
Teracore, Inc. December 2010 - July 2011
Treliant Risk Advisors 2008 - 2011
Fannie Mae February 2010 - May 2010
Freddie Mac May 2009 - November 2009
Freddie Mac January 1986 - November 2008
Skills
SharePoint, SDLC, Business Analysis, Risk Management, Requirements Analysis, Business Process..., Program Management, Process Improvement, Vendor Management, Visio, PMO, Capital Markets
Education
Marymount University 1988 — 1990
MBA, Finance
James Madison University 1979 — 1983
Deutsche Bank March 2014 - Present
Treliant Risk Advisors September 2012 - March 2014
Bank of America July 2008 - September 2012
Bank of America January 2007 - July 2008
Mercantil Commercebank N.A. June 2006 - December 2006
Merrill Lynch May 2005 - August 2005
United States Marine Corps January 2000 - January 2004
Education
Florida International University - College of Business Administration 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Russell Reynolds Associates January 2013 - January 2014
Grace Community Church - Arlington 2009 - January 2014
Hunton & Williams LLP October 2010 - September 2012
Treliant Risk Advisors January 2009 - October 2010
Freddie Mac April 2004 - December 2008
Skills
PowerPoint, Administrative..., Strategic Planning, Non-profits, Organizational..., Marketing, Accounting, Invoicing, Event Planning, Fundraising, Outlook, Customer Service, Community Outreach, Event Management, Visio, Marketing Communications
Education
Strayer University (VA) 2007 — 2009
The Oakleaf Group LLC August 2012 - April 2015
Treliant Risk Advisors May 2012 - August 2012
Cross Country Consulting July 2011 - January 2012
Crosby Consultants May 2009 - June 2011
Fannie Mae April 2008 - February 2009
American Mortgage Consultants October 2007 - April 2008
Clayton Holdings LLC (fka The Clayton group) December 1996 - October 2007
Skills
Banking, Risk Management, Credit, Financial Analysis, Loans, Finance, Portfolio Management, Credit Analysis, Credit Risk, Financial Risk, Financial Services, Due Diligence, Training, Mortgage Lending, Mortgage Banking
Education
Boston University 1977 — 1981
Political Science
US Small Business Administration (Brillient) October 2014 - Present
Treliant Risk Advisors September 2012 - July 2014
U.S. Department of Labor ( SISC+Anthony& Associates) June 2008 - March 2012
Capital One Bank NA (Chevy Chase Bank) January 2004 - January 2008
Capital One Bank NA (Chevy Chase Bank) November 2000 - March 2003
Skills
Financial Analysis, Finance, Accounting, Credit, Analysis, Access, Due Diligence, Cash Flow, Loans, Budgets, Data Analysis, Financial Services, Leadership, Management, Mortgage Lending, GAAP, Financial Statements, Underwriting, Microsoft Excel, Business Process, Business Analysis, Analytics, Auditing, Risk Assessment, Compliance, Federal Government, Federal Procurement, Risk Management, Financial Risk, Software Documentation, Executive Management, Insurance
Education
George Mason University 2012 — 2013
Certificate Internal Auditor (CIA)
Inalco, University of Paris 1993 — 1994
Master's degree, International/Global Studies
Université Denis Diderot (Paris VII) 1989 — 1993
Bachelor of Arts (B.A.), Sociology
Treliant Risk Advisors May 2010 - Present
Vertical Capital Investment Advisors November 2002 - February 2009
Metropolitan Life Insurance Company June 1998 - November 2002
Citigroup January 1995 - June 1998
KBC Bank April 1992 - January 1995
Skills
Portfolio Management, Risk Management, Structured Finance, Valuation, Credit, Due Diligence, Securitization, Mortgage Lending, Loans, Financial Analysis, Credit Analysis, Capital Markets, Economics, CMBS, CDO, ABS, Risk Assessment, Litigation Support, CLO, Corporate Banking, Relationship Management, Resolution Planning, Project Management, Volcker Rule, Bank Regulatory...
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, International Business
London School of Economics and Political Science
MSc, Politics and Government of Russia
Duke University
BA, History, Political Science
Treliant Risk Advisors May 2015 - Present
Franklin American Mortgage Company August 2014 - November 2014
Public Consulting Group February 2014 - July 2014
Konica Minolta Business Solutions U.S.A., Inc. July 2012 - August 2013
XMC - Xerox September 2011 - July 2012
GreatAmerica Leasing April 2005 - December 2010
People's Advantage Mortgage 2004 - 2006
Hamilton Mortgage/ McGuire Mortgage 2000 - 2005
Skills
Program Management, Sales Operations, Professional Services, CRM, Sales Presentations, Leadership, PMP, SaaS, Contract Negotiation, Enterprise Software, Strategic Partnerships, Forecasting, Direct Sales, Management, Networking, Cold Calling, Process Improvement, Selling, Managed Services, Marketing Strategy, Salesforce.com, Strategy, Document Imaging, Business Process..., Business Strategy, Analysis, Business Process, Consulting, Training, Business Intelligence, Time Management, Competitive Analysis, P, Pre-sales, Change Management, Partner Management, Print Management, Building Relationships, Information Technology, Proposal Writing, Strategic Consulting, Business Relationship..., Integration, Solution Selling, Sales Process, Account Management, B2B, New Business Development, Sales Management
Education
South Dakota School of Mines and Technology 1991 — 1994
BS, Interdisciplinary Sciences
Citi April 2014 - Present
Cantor Fitzgerald March 2012 - December 2013
Treliant Risk Advisors 2011 - March 2012
Crowe Horwath LLP October 2008 - 2011
Bear Stearns April 1996 - August 2008
Banque IndosueZ 1992 - 1996
UBS Investment Bank 1988 - 1992
Deloitte 1984 - 1988
KPMG Peat Marwick 1982 - 1984
KPMG Peat Marwick 1979 - 1982
Skills
Enterprise Risk..., Financial Risk, AML, Risk Management, Hedge Funds, Internal Audit, Operational Risk..., Financial Services, Corporate Governance, Alternative Investments, Due Diligence, Fixed Income, Derivatives, Investment Banking, Capital Markets, Asset Management, Securities, Asset Managment, Financial Markets, Auditing, Operational Risk, Investments, Credit, Equities, Private Equity, Sarbanes-Oxley, Internal Controls, Anti Money Laundering, Finance, Financial Analysis, Financial Modeling, Corporate Finance, Banking, Valuation, Sarbanes-Oxley Act
Education
California State University-Northridge 1975 — 1978
Bachelor of Science, Accounting Information Systems
Treliant Risk Advisors June 2015 - Present
Fifth Third Bank April 2011 - 2015
Finacle October 2010 - April 2011
FDIC June 2009 - November 2010
Wells Fargo Private Mortgage Bank May 2009 - June 2009
Washingto Mutual/JP Morgan Chase December 2006 - January 2009
Washington Mutual September 2003 - December 2006
Self Employed Contract Underwriter 1991 - 2003
Skills
Loans, Underwriting, Credit, Compliance, Banking, Financial Risk, Credit Risk, Retail Banking, Risk Management, Due Diligence, Financial Services, Analysis, Loan Origination, Portfolio Management, Internal Audit, FHA, Mortgage Lending
Education
American Institute of Bankers 2005 — 2010
CRCM, Fair Lending and Compliance Regulations
College of the Holy Cross 1980 — 1984
BA, History
Treliant Risk Advisors October 2014 - Present
Telavance, Inc. August 2014 - October 2014
Promontory Financial Group January 2014 - July 2014
Treliant Risk Advisors November 2013 - December 2013
Telavance September 2013 - December 2013
Experis September 2013 - September 2013
Promontory Financial Group, LLC May 2010 - August 2013
IPSA International June 2012 - September 2012
Telavance March 2012 - May 2012
Labaton Sucharow LLP October 2009 - April 2010
Skills
Due Diligence, KYC, Bank Secrecy Act, Fraud Investigations, Fraud, USA PATRIOT Act, AML, OFAC, Compliance, BSA, Banking, Risk, Risk Assessment, Risk Management, Operational Risk, Capital Markets, Regulations, Financial Institutions, Enterprise Risk..., Commercial Banking, Securities
Education
New York Law School 1998 — 2001
Doctor of Law (JD), JD
Long Island University, C.W. Post Campus 1984 — 1986
Bachelor of Arts (B.A.), Communications (Film/TV)
Wardlaw Claims Service, LLC March 2015 - Present
Melton Global, Inc. May 2005 - Present
State Farm August 2014 - February 2015
Prime Consulting Group, Inc. 2014 - 2015
Treliant Risk Advisors January 2014 - August 2014
Fountain Group October 2012 - April 2013
The SSI Group, Inc. January 2000 - December 2006
Skills
Programming computers..., •13 years exp...., •Proficient in all..., •Created custom claims..., Start-ups, Strategic Planning, Project Management, SaaS, Marketing Strategy, Product Development, Program Management, SQL, Claim
Education
Mott Community College 1989 — 1991
Associate of Arts and Sciences (AAS), Criminal Justice/Police Science
James H Faulkner State Community College
Treliant Risk Advisors January 2012 - Present
Home Savings of America June 2008 - October 2011
Causey & Company June 2003 - June 2008
Kaplan Associates, Inc. January 1991 - June 2003
CS First Boston, Inc. / Kaplan, Smith & Associates, Inc. December 1987 - January 1991
Kaplan, Smith & Associates, Inc. September 1983 - December 1987
Capital City Federal Savings and Loan Association May 1977 - September 1983
Millikin National Bank September 1975 - January 1977
Skills
Financial Analysis, Writing, Presenter, Banking, Mergers, Budgeting, Business Planning, Negotiation, Strategic Planning, Analysis, IPO, Credit, Mortgage Banking, Problem Solving, Mergers & Acquisitions, Loans, Budgets, Strategy, Corporate Finance, Management, Risk Management, Start-ups, Portfolio Management
Education
George Mason University 1979 — 1982
MA, Economics
American University 1977 — 1977
International Development Semester
Millikin University 1974 — 1977
BA, English/American Studies
Hunton & Williams LLP October 2010 - Present
Treliant Risk Advisors January 2009 - October 2010
Freddie Mac April 2004 - December 2009
Education
Strayer University 2007 — 2011
in progress, Business Administration
Treliant Risk Advisors October 2014 - February 2015
Treliant Risk Advisors 2014 - 2015
Treliant Risk Advisors 2014 - 2015
Treliant Risk Advisors 2014 - 2015
1st 2nd Mortgage Co. of NJ January 2013 - January 2014
Gerson Lehrman Group 2009 - 2014
Coleman Research 2009 - 2014
Hilltop Advisors August 2011 - February 2013
SunTrust Mortgage May 2012 - January 2013
Promontory Financial Group, LLC August 2011 - May 2012
Skills
Mortgage Banking, Compliance, Credit, Due Diligence, Strategic Planning, Negotiation, Affordable Housing, Financial Analysis, Legal Compliance, Loan Servicing, Government Advocacy, Credit Risk, Operational Risk..., Corporate Law, Mortgage Lending, Community Development, Program Management, Capital Markets, Credit Analysis, HAMP, HAFA, Loss Mitigation, Portfolio Management, Financial Risk, Strategy, Policy, Risk Management, Loans, Banking, Loan Origination, Underwriting, Leadership, Finance, Economic Development, Financial Services, Government, Fundraising, Budgets, Relationship Management, Mortgage Servicing, Training, Residential Mortgages, Management, Funding, Process Improvement, Executive Management, Structured Finance, Mergers & Acquisitions, FHA, Analysis
Education
The Johns Hopkins University 1970 — 1974
BA
Northeastern University School of Law 1974 — 1977
JD
Mortgage Bankers Association of America 1995 — 2015
Continuing Professional Studies
The Oakleaf Group February 2015 - Present
The Oakleaf Group February 2015 - Present
TRELIANT RISK ADVISORS May 2014 - January 2015
BOSTON PORTFOLIO ADVISORS, INC. March 2014 - April 2014
Cognitive Options Group, LLC March 2013 - February 2014
SolomonEdwardsGroup, LLC September 2011 - March 2013
The Corvus Group, Inc March 2009 - August 2011
AAL, P.C. July 2008 - February 2009
DEVAL LLC August 2008 - November 2008
T. Curtis & Company, PC April 2008 - May 2008
Skills
Cash Management, Financial Analysis, Contract Negotiation, Mortgage Lending, Due Diligence, Loans, Forensic Analysis, Banking & Financial..., Asset Management, Project & Financial..., Financial & Regulatory..., Mortgage Underwriting, Portfolio Management, Banking, Mortgage Banking, Real Estate, Financial Services, Finance, Credit Risk, Auditing, Loss Mitigation, Risk Management, Loan Origination, Credit, Commercial Lending, Underwriting, Valuation, Commercial Mortgages, Credit Analysis, Loan Servicing, Funding, Commercial Real Estate, Real Estate Economics, Financial Risk, Refinance, Residential Mortgages, Investments, FHA, Default, Foreclosures, Loan Modifications, Financial Structuring, Mortgage Servicing, Real Estate Financing, Commercial Banking, Securitization, CMBS, VA loans, Consumer Lending, Structured Finance
Education
Howard University 1975 — 1979
BS, Economics
Morehouse College 1974 — 1975
Morrow Fair Lending Analytics September 2013 - Present
Treliant Risk Advisors October 2010 - September 2013
Wolters Kluwer Financial Services October 2007 - September 2010
Wachovia Bank May 2003 - September 2007
CitiFinancial May 2000 - April 2003
Skills
Statistics, Econometrics, Banking, Compliance, Economics, Fair Lending, Data Analysis, SAS, Statistical Modeling, Logistic Regression, Risk Analytics, Portfolio Management, Mortgage Lending, Underwriting, Credit Risk, Fairs, Analytics, Forecasting, Risk Management, Due Diligence, Financial Risk, Analysis, SAS programming
Education
University of Colorado Boulder 1989 — 1995
Ph.D., Economics
The University of New Mexico 1984 — 1989
Bachelor's degree, Economics
Treliant Risk Advisors February 2012 - Present
Freddie Mac June 2010 - February 2012
Washington Fine Properties June 2008 - June 2010
Vineyard.NET, Inc. May 2001 - August 2009
Martha's Vineyard Savings Bank May 2007 - August 2007
Skills
Analytics, Data Analysis, Databases, Financial Analysis, Microsoft Excel, Mortgage Lending, Microsoft Office, Loans, Finance, Risk Analysis, PowerPoint, Access, Auditing, SQL, Microstrategy, Management, Compliance, Dashboards, Financial Modeling, Analysis, Reporting & Analysis, System Deployment, System Design, System Testing, iConect, Mortgage Servicing, Mortgage Analytics, HAMP, Residential Mortgages, Litigation Support
Education
American University - Kogod School of Business 2006 — 2010
BSBA, Information Systems and Technology
Treliant Risk Advisors January 2014 - Present
Treliant Risk Advisors November 2011 - January 2014
KeyBank July 2010 - October 2011
KeyBank August 2003 - July 2010
Accenture February 2001 - August 2003
Skills
Compliance, Fair Lending, Banking, Mortgage, AML, Risk, Credit, Compliance Management, Financial Risk, Mortgage Lending, Loans, Risk Management, Fairs, Financial Institutions, Bank Secrecy Act, Risk Assessment, Fraud, Commercial Banking, Enterprise Risk..., Finance, Financial Services, Retail Banking, OFAC, Credit Risk, Consumer Lending, Operational Risk..., KYC, Commercial Lending, Due Diligence, Credit Analysis, Securities, Mortgage Banking, Loan Origination, Capital Markets, USA PATRIOT Act, Loan Servicing, Financial Regulation, Underwriting, Portfolio Management, Anti Money Laundering
Education
University of Toledo College of Law 1989 — 1993
JD & MBA, Corporate Law
Bowling Green State University 1985 — 1989
BSBA, Finance
The Benval Group October 2014 - Present
Treliant Risk Advisors March 2015 - August 2015
Ramsey Student Investment Fund August 2013 - December 2013
Incremental Insights - Emerging Market Investment Research June 2013 - August 2013
Stone Harbor Investment Partners November 2008 - July 2012
State Street July 2007 - October 2008
Skills
Financial Modeling, Equities, Fixed Income, Investments, Portfolio Management, Finance, Bloomberg, Derivatives, Analysis, Funding, Emerging Markets, Mutual Funds, Securities, Accounting, Economics, Research, MS Office, Salesforce, Microsoft Office
Education
The George Washington University 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Investments
Boston University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Treliant Risk Advisors April 2014 - Present
Skills
Mortgage Lending, FHA, Loan Modifications, Mortgage Underwriting, Quality Assurance, Loss Mitigation, Loans, Foreclosures, Loan Origination, Credit, Mortgage Banking, Refinance
Education
Mills College 1976 — 1980
BA, Mathematics
Treliant Risk Advisors January 2014 - Present
Fannie Mae June 2007 - January 2014
Elucid Solutions January 2006 - May 2007
Becker/Conviser 2004 - 2006
Solution Technology Systems, Inc 2003 - 2005
ACS Government Services, Inc. 1987 - 2003
Skills
Business Analysis, Business Requirements, Fixed Income, Credit, Testing, Software Development, Software Project..., PMO, Management, Risk Management, Software Documentation, SDLC, Governance, SharePoint, Program Management, Analysis, Project Portfolio..., PMP, Project Planning, Requirements Analysis, Business Process...
Education
Keller Graduate School of Management of DeVry University 1998 — 2000
Master of Business Administration (M.B.A.), Emphasis in Finance
Penn State University
Bachelor of Science (B.S.), Computer Science
Treliant Risk Advisors November 2011 - Present
RBS Citizens Bank May 1995 - November 2011
Skills
Policy, Risk Management, Risk Assessment, Enterprise Risk..., Financial Risk, Corporate Governance, Business Ethics, Legal Compliance, FCPA, Banking, Operational Risk..., Operational Risk, Fraud, Financial Services, Loans, Bank Secrecy Act
Education
Indiana Wesleyan University
Bachelor of Science (BS), Business Management
Treliant Risk Advisors March 2013 - Present
Livanta, LLC November 2009 - March 2013
NCQA October 2007 - November 2009
Verizon Wireless 2005 - 2007
Skills
Windows Server 2003 and..., VMware ESXi Server, RSA SecurID, Barracuda Spam Firewall, Endpoint Protection, Linux RHEL5, Microsoft Exchange 2003..., ICND1 & ICND2 (CCNA), CISSP, Security+, Network+, VMware ESX, Symantec Endpoint..., Windows Server, Network Security, Networking, Information Security, Active Directory, Firewalls, Windows, Cisco Nexus, Virtualization, Data Center, DNS, Computer Security, vSphere, ITIL, SAN, Visio, Citrix, VMware, VPN, Cisco Technologies, Cisco IOS, Microsoft Exchange, Antivirus, McAfee, Group Policy, Network Administration, Network Engineering, CCNA, Blackberry Enterprise..., Sonicwall, Backup Exec, Cisco Wireless, ASA, Servers, Wireless Networking, Infrastructure, Management
Education
Mountain State University 1999 — 2002
BSBA, Information Systems
Treliant Risk Advisors August 2013 - Present
Independent Banking Compliance Consultant April 2013 - July 2013
JPMorgan Chase & Co. April 2011 - March 2013
Citigroup, Inc. November 2005 - April 2011
Skills
Internal Controls, Auditing, Risk Assessment, AML, Finance, Financial Services, Program Management, External Audit, Insurance, Financial Risk, Operational Risk, Financial Regulation
Education
Temple University - James E. Beasley School of Law 1994 — 1997
J.D., Law
Temple University - Fox School of Business and Management 1980 — 1984
B.B.A., Accounting
Treliant Risk Advisors August 2012 - Present
Capital One August 2009 - August 2010
Chevy Chase Bank May 1983 - July 2009
Skills
Mortgage Lending, Loan Servicing, Due Diligence, Residential Mortgages, Mortgage Banking, Loans, Consumer Lending, Credit, Credit Analysis, Portfolio Management, Banking, Loan Origination, Financial Services, Loss Mitigation, Credit Risk, Financial Risk, Risk Management, Underwriting
Education
American University - Kogod School of Business 1977 — 1979
BS, Computer Science
Roanoke College 1975 — 1977
Business
Bronxville High School 1971 — 1975
High School
Kroll Bond Rating Agency, Inc. November 2012 - March 2015
Treliant Risk Advisors June 2012 - September 2012
Cornell University Investment Office June 2011 - August 2011
Octagon June 2009 - August 2009
Skills
Engineering, Market Research, Financial Modeling, Microsoft Excel, Matlab, R, Java, SQL, AMPL, PowerPoint, Bloomberg, Financial Analysis, Investments, Data Analysis, Hedge Funds, Analysis, Fixed Income, Valuation, Economics, Credit, Bloomberg Terminal, Capital Markets
Education
Stanford University Graduate School of Business 2015 — 2015
Stanford Ignite Program, Entrepreneurship/Entrepreneurial Studies
Cornell University 2008 — 2012
BSc, Operations Research and Information Engineering
The Lawrenceville School 2005 — 2008
GCDS
Rutgers University January 2013 - Present
Treliant Risk Advisors September 2010 - 2012
Deutsche Bank June 1986 - June 2000
The Bank of New York September 1981 - June 1986
Skills
Philanthropy, Research, Fundraising, Nonprofits, Public Speaking, Strategic Planning, Grant Writing, Financial Modeling, Community Outreach, Volunteer Management, Program Development, Event Planning
Education
New York University 2009 — 2012
Certificate in Fundraising, Heyman Center for Philanthropy and Fundraising
Dickinson College
Bachelor of Arts, Spanish
The Wharton School, University of Pennsylvania
Masters of Business Administration, Finance and Accounting
Evergreen Private Finance February 2015 - Present
Treliant Risk Advisors December 2014 - February 2015
American University August 2014 - December 2014
Institute of International Finance July 2014 - November 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Microsoft Office, Bloomberg Terminal, Human Resources, Leadership Development, HR Consulting, Psychometrics, Windows, Outlook, Research, Customer Service, Photoshop, Access, Financial Modeling, SAS Base, Thomson One Database, Stata, SEO, Financial Analysis, Analysis, Finance, Economics, Data Analysis, Investments
Education
American University 2013 — 2014
Master of Science (MS), Finance, General
East China Normal University
Experimental Psychology
Fannie Mae April 2014 - Present
Treliant Risk Advisors January 2014 - March 2014
IBM November 2012 - July 2013
IBM February 2012 - October 2012
Bank of America February 2010 - February 2012
T-Mobile January 2008 - April 2010
Foot Locker August 2003 - January 2008
Skills
Analysis, Training, Outlook, Customer Service, Leadership, Microsoft Excel, Microsoft Office, CRM, Project Management, Team Building
Education
Howard University 2005 — 2009
Bachelors, Business Management
Treliant Risk Advisors November 2012 - Present
Gunster Yoakley (Florida) January 2010 - March 2012
Octagon Athletes & Personalities October 2007 - November 2009
Ocwen 2004 - 2007
Jones Day 1994 - 1999
Education
University of Michigan Law School 1991 — 1994
J.D.
The Ohio State University 1988 — 1991
B.A.
Freddie Mac October 2014 - Present
Ebay/PayPal April 2014 - Present
Fannie Mae October 2012 - April 2014
Treliant Risk Advisors August 2011 - September 2012
Wells Fargo August 2009 - August 2011
Navy Federal Credit Union January 2009 - August 2009
Skills
Investment Banking, Credit, Mortgage Lending, Banking, Financial Analysis, Credit Analysis, Asset Management, Loans, Portfolio Management, FHA, Financial Risk, Strategy, Analysis, Management, Risk Management, Business Process, Operational Risk, Loss Mitigation, Finance, Loan Servicing, Vendor Management, Investments, Operational Risk..., Mortgage Servicing, Underwriting, Financial Services, Process Improvement, Executive Management, Mortgage Banking, Financial Modeling, Project Planning, Mortgage Underwriting, Refinance, Strategic Planning, SDLC
Education
SUNY Geneseo 1989 — 1993
SUNY Geneseo, English
State University of New York College at Geneseo 1989 — 1993
Bachelors, English
Deloitte November 2013 - Present
Hudson June 2013 - November 2013
Treliant Risk Advisors October 2012 - January 2013
Cotton & Company LLP March 2011 - August 2012
Freddie Mac December 2006 - November 2010
Fannie Mae January 2006 - December 2006
Manugistics May 2005 - December 2005
Verizon Business (formally MCI) March 1999 - May 2005
Global Employer's Network 1998 - 1999
Booz Allen Hamilton 1997 - 1998
Skills
Recruiting, Talent Management, Strategic Sourcing, Applicant Tracking..., Onboarding, Talent Acquisition, Taleo, Sourcing, Performance Management, Employee Relations, Technical Recruiting, Human Resources, College Recruiting, Strategy, Executive Search, Internet Recruiting, Workforce Planning, Leadership, Interviews, Benefits Negotiation, Employer Branding, Management Consulting, Temporary Placement, Contract Recruitment, Screening Resumes, Screening, HRIS, Personnel Management, PeopleSoft, Employee Engagement, Staffing Services, Succession Planning, Benefits Administration, HR Consulting, Resume Writing, Recruitment Advertising, Temporary Staffing, Career Development, Job Fairs, Hiring, New Hire Orientations
Education
James Madison University
Bachelors of Science, Psychology
Treliant Risk Advisors November 2013 - Present
Wells Fargo Home Mortgage September 2013 - November 2013
Bank of America January 2012 - August 2013
Fannie Mae May 2011 - November 2011
Wells Fargo Home Mortgage November 2010 - February 2011
Franklin American Mortgage Company October 2009 - November 2010
Education
Texas Tech University 2006 — 2008
Bachelor of Science, General Studies
Chris Sablich January 2014 - Present
Treliant Risk Advisors April 2012 - December 2013
Office of the Comptroller of the Currency August 1994 - April 2012
Office of the Comptroller of the Currency June 1986 - August 1994
Office of the Comptroller of the Currency September 1981 - June 1986
Office of the Comptroller of the Currency September 1977 - August 1981
Skills
Banking Law, Corporate Governance, Capital Markets, AML, Bank Secrecy Act, Securities Regulation, OFAC, Banking, Financial Regulation, Financial Institutions, Litigation, Securities, Enterprise Risk..., Financial Risk, Operational Risk, Anti Money Laundering
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1990 — 1994
J.D., Law
Millikin University 1973 — 1977
B.S., Accounting
Treliant Risk Advisors June 2012 - November 2012
Wachovia, A Wells Fargo Company November 2010 - February 2012
Citi December 2007 - November 2010
Skills
Mortgage Underwriting, Negotiation, Mortgage, Loss Mitigation, Mortgage Servicing, Default, Loan Modifications, Loan Servicing, PowerPoint, Processors, Multitasker, Microsoft Office, Team Leadership
Education
Montgomery College
Treliant Risk Advisors January 2013 - Present
Gunster Yoakley January 2010 - January 2013
Akerman Senterfitt March 2009 - January 2010
Thompson Hine LLP August 2006 - February 2009
Education
University of Michigan Law School 2000 — 2003
JD
Cedarville University 1996 — 2000
BA, History/Political Science
CVRM November 2013 - Present
Treliant Risk Advisors October 2012 - Present
AARP Financial January 2009 - Present
ASRC Federal Holding Co March 2011 - October 2012
Children’s National Medical Center February 2009 - March 2011
NASD August 2005 - February 2009
Paychek August 2003 - May 2005
AARP August 1999 - September 2003
Skills
Payroll, Accounting, Accounts Payable, Payroll Taxes, QuickBooks, General Ledger, Account Reconciliation, Accounts Receivable
Education
PGCC 2013 — 2013
CPP
The George Washington University
Dunbar High School
Graduate
Treliant Risk Advisors April 2015 - Present
Treliant Risk Advisors February 2015 - Present
Navigant June 2014 - November 2014
FIS April 2014 - June 2014
Promontory Financial Group, LLC November 2013 - March 2014
Promontory Financial Group, LLC April 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Loan Servicing, Loss Mitigation, Mortgage Servicing, Loans, Mortgage Lending, Default
Education
University of Denver - Sturm College of Law 2009 — 2012
Doctor of Law (JD)
California State University-Fullerton 2006 — 2008
Bachelor of Science (BS), Political Science and Government
Freddie Mac 2013 - Present
Treliant Risk Advisors 2012 - 2013
Fidelity& Trust 2008 - 2012
Schmitt& Sussmann February 2005 - December 2008
Education
Missouri State University 2003 — 2004
Master of Business Administration (MBA), Finance and Investment
Missouri State University 2002 — 2003
Master of Arts (MA), International Relations
Wells Fargo June 2013 - Present
Treliant Risk Advisors January 2013 - May 2013
KeyBank February 2003 - December 2012
KeyBank February 1998 - January 2003
FirstEnergy 1994 - 1998
Education
State University of New York at Albany
BS, Nuclear Technology
Lakeland Community College
Accounting Certificate
United State Naval Nuclear Power School
First Class Petty Officer (E6)
Treliant Risk Advisors October 2012 - May 2013
US Securities and Exchange Commission 2009 - 2012
Amnesty International 2004 - 2007
Skills
Leadership, Analysis, Management, Risk Management, Strategy, Data Analysis, Policy, Advertising, Government, Event Planning, International Relations, Program Management, Research, Policy Analysis
Education
Mount Holyoke College
Bachelor's degree, International Relations
Treliant Risk Advisors March 2014 - Present
Citi April 2009 - January 2014
J.P. Morgan/EMC Mortgage August 2002 - April 2009
Skills
Mortgage Lending, Credit Risk, Management, Loan Origination, Underwriting, Real Estate, Time Management, Banking, Financial Analysis, Risk Management, Valuation, Auditing, Finance, Internal Audit, Training
Education
Prairie View A&M University
Bachelor of Business Administration (BBA)
Prairie View A&M University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General