TriState Capital Bank
Founded: 2006 Parent organization: TriState Capital Holdings
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TriState Capital Bank Employees
TriState Capital Bank May 2014 - Present
BNY Mellon June 2013 - May 2014
BNY Mellon March 2012 - June 2013
BNY Mellon April 2010 - March 2012
First Commonwealth Bank June 2009 - April 2010
Skills
Finance, Securities, Structured Finance, Credit Risk, Account Reconciliation, Cash Management, Portfolio Management, Banking, Financial Analysis, Mutual Funds, Commercial Lending, Financial Modeling, Equities, Treasury Management, Loans, Credit, Corporate Finance, Investments, Risk Management, Bloomberg, Credit Analysis, Accounting, Derivatives, Commercial Banking
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2010 — 2013
MBA, Finance
Slippery Rock University of Pennsylvania 2005 — 2008
B.S., Finance
Norwin 2000 — 2005
TriState Capital Bank April 2014 - Present
1st Equity Bank April 2006 - April 2014
Vista360 January 2005 - April 2006
Northern Trust January 2000 - May 2004
Standard & Poor's March 1995 - January 2000
Federal Home Loan Bank of Chicago October 1985 - February 1995
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Business Finance
St. Norbert College
BA, Business Administration
Fenwick High School
UPMC November 2014 - Present
TriState Capital Bank January 2014 - November 2014
Staples September 2012 - January 2014
Taco Bell July 2010 - September 2012
Childrens Museum of Pittsburgh October 2008 - May 2009
Skills
Networking, Hardware..., Inventory and General..., Hardware and software..., Installation printers..., Database, Microsoft SQL Server, Customer Service, On-site Technician, Hardware, Databases, Access, Troubleshooting, Customer Satisfaction, Time Management, Software Installation, Management
Education
Pittsburgh Technical Institute 2012 — 2014
Associate's degree, Information Technology
Perry Traditional Academy 2007 — 2011
High School Education
Duquesne Light Company August 2015 - Present
Duquesne Light Company May 2015 - August 2015
PITT OHIO May 2014 - August 2014
University of Pittsburgh March 2014 - May 2014
TriState Capital Bank May 2013 - August 2013
Skills
C++, SQL, JavaScript, Microsoft Excel, Windows 7, Windows XP Pro, Hardware Installation, Programming, Customer Service, Visual C#, Microsoft Word, PowerPoint, Software Installation, Tennis, Table Tennis, Basketball, Ultimate Frisbee, Enthusiasm to learn, SharePoint Designer, Microsoft Office..., SharePoint, HTML 5, HTML5, SharePoint Server
Education
University of Pittsburgh 2012 — 2016
Bachelor of Science (BS), Information Science, 3.625
Pittsburgh Barack Obama 6-12 2008 — 2012
High School Diploma, International Baccalaureate Student
TriState Capital Bank August 2011 - Present
Citibank June 2009 - August 2011
PNC Financial Services Group June 2007 - June 2009
National City Bank March 1998 - June 2007
National City Bank March 1997 - March 1998
National City Bank September 1990 - March 1997
National City Bank November 1988 - September 1990
National City Bank May 1987 - November 1988
US Bank September 1983 - May 1987
Skills
Banking, Loans, Internal Audit, Customer Service, Management, Relationship Management, Commercial Banking, Treasury Management, Process Improvement, Vendor Management, Credit, Credit Analysis, Portfolio Management, Retail Banking, Financial Risk, Integration, Financial Services, Mortgage Lending, Credit Cards, Commercial Lending
Education
Indiana University - Kelley School of Business
M.B.A., Operations Management and International Business
Ball State University
Masters Degree, Adult Education
Purdue University
B.S., Industrial Engineering Technology and Supervision Management
Ariba March 2015 - Present
Ariba February 2014 - March 2015
American Eagle Outfitters November 2013 - January 2014
McGinty Consulting, Inc. March 2013 - October 2013
PCN Network January 2013 - April 2013
TriState Capital Bank May 2012 - August 2012
HM Insurance Group January 2012 - April 2012
Granite Fabricating January 2009 - August 2011
Granite Fabricating March 2007 - December 2008
Redwood Logistics (formerly TSE) June 2005 - March 2007
Skills
Credit Management, Financial Modeling, Financial Analysis, Corporate Finance, Business Analysis, Process Improvement, Credit Analysis, Underwriting, Due Diligence, Microsoft Excel, Data Analysis, Banking, Portfolio Management, Credit, Strategic Planning, Finance, Valuation
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Finance
Indiana University - Kelley School of Business 1999 — 2004
Bachelor of Science (B.S.), Finance
Istituto Lorenzo de' Medici 2002 — 2002
Italian Studies
TriState Capital Bank November 2012 - Present
PNC Bank June 2005 - November 2012
Skills
Due Diligence, Banking, Customer Service, New Business Development, Relationship Management, Account Management, Credit, Loans
Education
University of Dayton 1986 — 1993
Master of Business Administration (M.B.A.), Communications and Marketing
Federated Investors December 2014 - Present
NexTier Bank March 2011 - October 2014
TriState Capital Bank October 2006 - March 2011
Fiserv 1998 - 2004
NCR Corp 1985 - 1998
Skills
Banking, Vendor Management, Process Improvement, Strategy, IT Strategy, Mergers & Acquisitions, Management, Leadership, Security, Sales Management, ITIL, Analysis, Requirements Analysis, New Business Development, IT Management, Project Management, Integration, Program Management, Software Project..., CRM, Sales, Business Strategy, Team Building, Risk Management, Outsourcing, SDLC, Information Technology, Sales Operations, Business Intelligence, Marketing, Strategic Planning, Disaster Recovery, Business Development, Business Analysis, Call Centers, Team Leadership, Product Management, Pre-sales, Project Planning, Data Center
Education
University of Phoenix 1999 — 2002
MBA, Technology Management
Point Park University 1982 — 1985
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Serra Catholic
Citibank February 2013 - Present
TriState Capital Bank September 2007 - January 2013
RBS Citizens September 2000 - September 2007
CoreStates Financial Corporation. (Now Wells Fargo) February 1988 - April 1993
Skills
Commercial Banking, Commercial Lending, Middle Market, Loans, Credit Analysis, Treasury Management, Cash Management, Portfolio Management, Banking, Capital Markets, Credit Risk, Loan Origination, Underwriting, Consumer Lending, Financial Analysis, Financial Modeling, Relationship Management, Commercial Mortgages, Asset Based Lending, Small Business Lending, Credit, Financial Risk
Education
Rochester Institute of Technology
Bachelors Degree, Accounting
TriState Capital Bank March 2013 - Present
Huntington National Bank August 2009 - February 2013
Huntington National Bank May 2002 - July 2009
Skills
Commercial Lending, Real Estate, Leadership, Credit Analysis, Loans, Commercial Real Estate, Banking, Credit, Strategy, Asset Based Lending, Commercial Banking, Commercial Mortgages, Due Diligence, Portfolio Management, Real Estate Economics, Loan Origination, Underwriting
Education
University of Pittsburgh 1982 — 1986
Finance, Accounting and Finance
TriState Capital Bank July 2012 - Present
Madison National Bank May 2009 - July 2012
TD Bank February 2002 - May 2009
Fleet Bank June 1997 - February 2002
The First National Bank of Long Island April 1989 - June 1997
Citicorp N.A. February 1984 - April 1989
Skills
Portfolio Management, Banking, Business Development, Credit, Credit Risk, Loans, Commercial Banking, Management, Finance, Retail Banking, New Business Development, Commercial Lending, Credit Analysis, Investments, Relationship Management, Small Business, Entrepreneurship, Commercial Mortgages, Strategic Planning, Financial Analysis, Recruiting, Executive Management, Small Business Lending, Mergers & Acquisitions, Mortgage Lending, Underwriting, Financial Services, Private Banking, Capital Markets, Team Building, Leadership
Education
New York Institute of Technology-Old Westbury 1980 — 1983
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Hauppauge High School
Hauppauge High School
TriState Capital Bank February 2007 - Present
National City Bank March 1999 - January 2007
Skills
Credit Analysis, Commercial Lending, Banking, Real Estate, Commercial Banking, Loans, Due Diligence, Credit, Underwriting, Financial Analysis, Internal Controls, Small Business Lending, Asset Based Lending, Commercial Mortgages, Credit Risk, Loan Origination, Portfolio Management, Treasury Management, Middle Market, Cash Management, Mortgage Banking, Lines Of Credit, Mortgage Lending, Private Banking
Education
Robert Morris University 1976 — 1978
BS, Accounting
TriState Capital Bank 2012 - Present
First Niagara Bank, NA/National City Bank 2005 - 2012
PNC Bank, NA 1989 - 2005
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Loans, Banking, Credit, Small Business Lending, Asset Based Lending, Loan Origination, Credit Risk, Portfolio Management, Treasury Management
Education
University of Pittsburgh
Bachelor of Science (BS), Political Science and Economics
RBS Citizens Financial Group July 2013 - Present
Holy Family Institute March 2012 - April 2015
TriState Capital Bank October 2011 - July 2013
First Niagara Bank February 2011 - October 2011
First Niagara Bank August 2009 - February 2011
Fifth Third Bank 2007 - 2009
GMAC Commercial Finance 2004 - 2007
Skills
Financial Analysis, Credit Analysis, VBA, Databases, Data Analysis, Accounting, Commercial Lending, Portfolio Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2002 — 2003
MBA
Penn State University 1997 — 2001
BS, Material Science and Engineering - Polymer
TriState Capital Bank October 2014 - Present
Dollar Bank September 2009 - October 2014
NexTier Bank June 2005 - September 2009
Massaro Corporation 2001 - 2004
Skills
Credit, Banking, Commercial Banking, Financial Analysis, Commercial Lending, Credit Analysis, Small Business Lending, Portfolio Management, Underwriting, Loans, Real Estate, Mortgage Banking, Mortgage Lending, Financial Modeling, Investments, Due Diligence
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1993
MBA
Seton Hill University
TriState Capital Bank June 2013 - Present
Deutsche Bank September 2005 - January 2013
AllianceBernstein Capital 1999 - 2005
Skills
Series 7, Series 63, Relationship Management, Cash Management, Asset Management, Wealth Management..., Banking, Fixed Income, Mutual Funds, Wealth Management, Risk Management, Securities, Hedge Funds, Capital Markets, Derivatives, Equities, Investment Banking
Education
Rutgers University 1995 — 1998
BA, Economics/Communications
New Jersey Institute of Technology 1994 — 1995
Mechanical Engineering
Clifton High School 1990 — 1994
General
TriState Capital Bank May 2014 - Present
University of Dayton August 2013 - Present
PNC Financial Services Group Inc. May 2013 - August 2013
Rullo Construction Inc. May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Report Writing, Skilled Communicator, Motivated self-starter, Microsoft Visio, Financial Analysis, Sports Writing
Education
University of Dayton 2012 — 2016
Mt. Lebanon High School
School of Business Administration
Bachelor of Science Degree, Business AdministrationFinance and Accounting
University of Dayton
TriState Capital Bank December 2012 - Present
Banco Popular North America March 2004 - December 2012
EAB 1991 - 2004
Skills
Commercial Real Estate, Construction Finance, Loan Work-outs, Loan Origination, Loan Closings, Commercial Lending, Commercial Mortgages, Loans, Small Business Lending, Credit Analysis, Real Estate Economics, Commercial Banking, Financial Analysis, Finance, Mortgage Lending, Credit Risk, Banking, SBA, Portfolio Management, Credit, Asset Based Lending, Lines Of Credit, Cash Management, Treasury Management, Financial Risk, Underwriting, Consumer Lending, Branch Management, Risk Management, Financial Services, Financial Structuring, Capital Markets, Retail Banking, Private Banking
Education
Hofstra University
BBA, Banking and Finance
TriState Capital Bank April 2006 - Present
Federated Investors January 1983 - March 2006
Skills
Administrative..., Outlook, Customer Service, Microsoft Excel, Microsoft Office, Banking, Event Planning, Executive...
Education
Community College of Allegheny County
Associate's degree, Applied Science
The Private Bank And Trust Company March 2012 - Present
TriState Capital Bank August 2007 - March 2012
LaSalle Bank March 2000 - July 2007
The Cleveland Professional 20/30 Club May 2000 - May 2006
KeyBank February 1996 - March 2000
Skills
Credit, New Business Development, Underwriting, Debt, Funding, Corporate Finance, Banking, Leveraged Finance, Loans, Credit Analysis, Private Equity
Education
Syracuse University 1991 — 1995
BA, International Relations and Spanish
TriState Capital Bank September 2015 - Present
678 Partners March 2010 - Present
Future Founders Foundation December 2014 - Present
GSV Asset Management May 2014 - Present
Family Chateaux a private invitation only Family Office Community May 2015 - Present
Wealth-X September 2015 - Present
Single Family Office December 2013 - Present
Private Technology Company September 2014 - September 2015
Private Family Office July 2014 - September 2015
ClassroomIQ June 2014 - September 2015
Skills
Public Speaking, Business Strategy, New Business Development, Negotiation, Entrepreneurship, Strategic Intelligence, Customer Intelligence, Marketing Intelligence, Competitive Intelligence, Sales Intelligence, Business Intelligence, Business Intelligence..., Intelligence Analysis, Market Intelligence, Sales Management, Business Relationship..., Strategic Partnerships, Fundraising, Strategic Planning, Venture Capital, Strategy, Management, Management Consulting, Marketing, Executive Management, Training, Leadership Development, Market Research, Consulting, Program Management, Small Business, Social Media Marketing, Finance, Networking, Mentoring, Investments, Start-ups, Business Development, Leadership, Family Office
Education
University of Bristol 1994 — 1995
MBA, International Business
University College of London 1990 — 1993
BSc, Computer Science
TD 2015 - Present
TriState Capital Bank 2013 - 2015
Capital One Bank 2009 - 2013
Amalgamated Bank 2008 - 2009
HSBC Bank USA 2004 - 2008
Bank Leumi USA 1985 - 2004
Skills
Loans, Banking, Credit, Underwriting, Private Banking, New Business Development, Portfolio Management, Structuring, Financial Analysis, Commercial Banking, Asset Based Lending, Funding, Business Strategy, Middle Market, Commercial Lending, Small Business Lending, Mergers, Loan Origination, Commercial Mortgages, Lines Of Credit, Business Development, Capital Markets, Cash Management, Credit Analysis, Corporate Finance, Credit Risk, Due Diligence, Executive Management, Finance, Financial Risk, Financial Services, Financial Structuring, Integrity, Mortgage Lending, Relationship Management, Real Estate, Restructuring, Wealth Management, Mergers & Acquisitions
Education
Iona College
MBA, Financial Management
University of South Florida
Bachelor of Science, Finance- Management
Liberty Mutual Insurance April 2014 - Present
Liberty Mutual Insurance March 2013 - March 2014
Liberty Mutual Insurance May 2012 - March 2013
TriState Capital Bank August 2011 - April 2012
CCAC August 2009 - July 2011
Atria's Restaurant and Tavern August 2008 - August 2010
Skills
Web Applications, Software Development, Requirements Analysis, Requirements Gathering, Customer Service, Web Development, Ruby on Rails, jQuery, Twitter Bootstrap, Spring
Education
University of Pittsburgh 2010 — 2012
BS, Information Science
Community College of Allegheny County 2008 — 2010
Fifth Third Bank 2015 - Present
TriState Capital Bank January 2007 - December 2014
First Commonwealth Bank July 1999 - January 2007
Citizens Bank May 1996 - July 1999
National Bank of Canada June 1989 - May 1996
Fagen's Building Centers January 1983 - June 1989
Skills
Small Business Lending, Credit, Asset Based Lending, Credit Analysis, Banking, Middle Market, Investments, Commercial Banking, Commercial Lending, Loans, Financial Analysis, Risk Management, Mergers & Acquisitions, Portfolio Management, Due Diligence, Corporate Finance, New Business Development
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1994
MBA, finance
University of Pittsburgh 1986 — 1988
Certificate in Accounting
Pennsylvania State University Main Campus 1977 — 1981
Bachelor of Arts (B.A.), Political Science and Government
Federal Home Loan Bank of Pittsburgh March 2013 - Present
Federal Home Loan Bank of Pittsburgh August 2012 - March 2013
F.N.B. Corporation May 2012 - August 2012
F.N.B. Corporation February 2011 - May 2012
TriState Capital Bank January 2011 - February 2011
Dino Galaxy Incorporated July 2008 - October 2009
Belgrade Stock Exchange June 2008 - July 2008
ENERGOBROKER A.D. June 2008 - July 2008
KPMG US August 2006 - June 2008
Skills
Risk Management, Analytical Skills, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Banking, Auditing, Financial Modeling, Accounting, Valuation, Capital Markets, Internal Audit, Mergers & Acquisitions, Financial Risk, Loans, Financial Audits, Finance, Restructuring, Credit Analysis, Forecasting, Portfolio Management, Analysis, Cash Flow, Asset Management, Management, Derivatives, Credit, Financial Services, Private Equity, Corporate Finance, Negotiation, Asset Managment, Tax, Mergers, Management Consulting
Education
Cheung Kong Graduate School of Business 2009 — 2010
MBA, MBA
University of Pittsburgh 2004 — 2006
B.S.B.A, Accounting
Gateway Senior High School 2000 — 2004
The Private Bank August 2014 - Present
TriState Capital Bank September 2007 - August 2014
Citizens Bank March 2000 - September 2007
PNC Bank July 1989 - March 2000
Skills
Loans, Commercial Banking, Customer Service, Credit, Banking, Management, Credit Analysis, Event Planning, Commercial Lending, Strategic Planning, Small Business Lending, Asset Based Lending, Middle Market, Portfolio Management, Lines Of Credit
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1996
MBA
Bucknell University 1985 — 1989
TriState Capital Bank May 2015 - July 2015
Long Island Lutheran Middle & High School March 2014 - April 2015
TriState Capital Bank May 2014 - June 2014
Skills
Microsoft Excel, Moody's Risk Analyst, PowerPoint, Microsoft Word, Microsoft Office, Solid computer skills, Computer Proficiency, Public Speaking, Leadership, Teamwork, Research
Education
Molloy College 2013 — 2017
Bachelor's Degree, Finance, Sophomore, 3.57 GPA
Long Island Lutheran High School 2010 — 2013
High School, General
TriState Capital Bank May 2015 - August 2015
My Big Fat Greek gyro March 2010 - June 2014
iMortgage Services December 2013 - January 2014
Cure My Score Credit Repair May 2013 - August 2013
Skills
Management, Leadership, Microsoft Office, Time Management, PowerPoint, Customer Service, Public Speaking, Sales, Social Media, Microsoft Word, Microsoft Excel, Social Networking, Teamwork, Marketing, Communication, Strategic Planning, Social Media Marketing, Facebook
Education
Ohio University 2013 — 2017
Marketing
Seton La Salle 2009 — 2013
GED
Orbital ATK April 2015 - Present
TriState Capital Bank January 2015 - March 2015
Best Buy June 2014 - January 2015
Orbital Sciences Corporation November 2011 - March 2013
Walmart February 2011 - November 2011
Skills
Troubleshooting, Windows, Networking, PTC Pro/Engineer, Cabling, Microsoft Server 2008, Technical Support, Windows Server, Windows 7, Computer Hardware, VMware, Engineering, Microsoft Office, Customer Service, Windows XP
Education
Pittsburgh Technical Institute 2013 — 2015
Associate's degree, Information Technology
Elizabeth Forward High School 2006 — 2010
High School Diploma, General Studies
Healing Jewels by Elena Michele, LLC March 2015 - Present
Maknoon & Associates, LLC March 2013 - September 2014
TriState Capital Bank September 2011 - August 2012
ZOLL Medical Corporation April 2011 - September 2011
Phipps Conservatory March 2010 - March 2011
The Knot September 2009 - February 2010
Skills
Social Media, Public Speaking, Microsoft Word, Social Networking, Event Planning, Microsoft Excel
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Arts (B.A.), Fashion/Apparel Design
Indiana University Bloomington 2005 — 2009
Bachelor's degree, Fashion Design and Sociology
TriState Capital Bank December 2014 - Present
PNC February 2007 - December 2014
BankUnited June 2004 - December 2006
NB Lending January 2002 - August 2004
Education
Penn State University 1998 — 2001
Bachelor of Applied Science (B.A.Sc.), Real Estate
Penn State University 1998 — 2001
MINOR, Economics
TriState Capital Bank April 2015 - Present
PNC July 2012 - April 2015
PNC February 2007 - July 2012
E*TRADE Financial March 2006 - September 2006
MortgageIT January 2005 - February 2006
National City Bank June 2002 - January 2005
Allegheny County February 2001 - June 2002
Mellon Bank June 1998 - October 2000
Skills
Credit, Underwriting, Accounting, Funding, Banking, Excel, Outlook, Access, Customer Service, Word, Credit Analysis, Budgeting, Loans, Documentation, Analysis, Compliance, Insurance, PowerPoint, Customer Relations, Mortgage, Microsoft Office, Pricing, Team Building, Real Estate, Financial Reporting, Accounts Receivable, Investments, SOX, Negotiation, Teamwork, Risk, Accounts Payable, Process Improvement
Education
Community College of Allegheny County 1995 — 2001
Accounting
TriState Capital Bank April 2013 - Present
TriState Capital Bank August 2010 - Present
PNC Bank June 2009 - August 2009
Bank of New York Mellon July 2006 - July 2008
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2008 — 2010
MBA, Finance & Operations
West Virginia University 2002 — 2006
B.S Business Administration, Finance
Santander Bank, N.A. April 2014 - Present
TriState Capital Bank October 2012 - April 2014
Sterling National Bank January 2007 - December 2012
Skills
Commercial Lending, Loans, Asset Based Lending, Banking, Commercial Banking, Commercial Mortgages, Lines Of Credit, Private Banking, Credit, Finance, Credit Analysis, Small Business Lending, Middle Market, Risk Management, Treasury Management, Financial Risk, Factoring, Working Capital..., Portfolio Management, Credit Risk, Strategic Planning, Loan Origination, Relationship Management, Commercial Real Estate, Retail Banking, Cross Selling, Leveraged Finance, Structured Finance, Workout, Underwriting, Corporate Finance, Microsoft Excel, Financial Analysis, Cash Flow Lending, Commercial Finance, Customer Service, Consumer Lending, Cash Management, C&I Lending, Real Estate Financing, Mortgage Lending, Mortgage Banking, Construction Loans, SBA, Funding, Financial Structuring, Middle Market Lending, Commercial Real Estate..., Relationship Managing
Education
Iona College 1981 — 1985
Bachelor's Degree, Marketing/Marketing Management, Accounting
Mercy College
BBS, Mathematics
NYU Stern School of Business
BBA, Finance and Financial Management Services
NYU Stern School of Business
Finance and Financial Management Services
Citizens Bank February 2014 - Present
TriState Capital Bank January 2010 - February 2014
PNC September 2006 - January 2009
National City Bank May 2005 - September 2006
Skills
Underwriting, Credit, Commercial Lending, Loans, Banking, Credit Analysis, Credit Risk, Portfolio Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2005 — 2010
MPIA/MBA, Global Political Economy, International Business
Equity Resources, Inc October 2013 - Present
SAIL Mortgage Corporation January 2012 - October 2013
Vista Pointe Wealth Solutions April 2011 - December 2011
TriState Capital Bank December 2007 - April 2011
FNB of PA April 1999 - December 2007
Mellon Bank December 1996 - May 1999
Black's Golden Dawn 1992 - 1996
Skills
Insurance, Banking, Wealth, Private Banking, Mortgage Lending, Financial Advisory, Commercial Lending, Finance, Mutual Funds, Wealth Management, Financial Analysis, Loans, Management, Retail Banking, Financial Services, Life Insurance, Sales Management, Small Business, Jumbo Mortgage, FHA financing, FHA Financing
Education
Youngstown State University 1996 — 1999
Bachelor of Science (B.S.), Business Administration/Management
Pennsylvania State University-Penn State Shenango 1994 — 1996
Associates, Small Business Administration/Management
Farrell 1981 — 1993
High School
TriState Capital Bank October 2014 - Present
WPATECH LLC March 2006 - Present
Skills
Technical Leadership, Technical Architecture, Project Portfolio..., Entrepreneurship, Strategic Leadership, IT Service Management, IT Strategy, IT Management, Staff Management, Network Security, Network Administration, Network Engineering, Server Architecture, System Administration, Small Business, Technical Consultation, Office 365, Active Directory, Enterprise IT Strategy, Enterprise Architecture, IT Infrastructure..., Technology Management, Higher Education, Leadership, Solaris, Windows Server, Microsoft Exchange, TCP/IP, Disaster Recovery, Unix, Project Management, Operating Systems, Software Development, Networking, Integration, Servers, Security, Cisco Technologies, Firewalls, Enterprise Software, Information Technology, Telecommunications, Hardware, Network Architecture, Infrastructure, Cloud Computing, VMware, LAN-WAN, Computer Security, Data Center
Education
Duquesne University 2011 — 2013
MS-ISM, (2nd) Masters of Information Systems Management
Riverhead Training 2010 — 2010
Project Management Fundamentals for IT Projects
RiverHead Training 1995 — 2003
Microsoft Certified Product Specialist, MCP
Global Knowledge 2001 — 2001
Cisco Certified Network Associate (CCNA), CCNA
Duquesne University 1997 — 2000
MBA, Information Technology
Duquesne University 1991 — 1995
BSBA, Management Information Science, Finance
RiverHead Training
Certified Novell Engineer
Sun Microsystems
Solaris System Performance Management (SA-400)
TJHS
TriState Capital Bank April 2014 - Present
PNC Real Estate September 2007 - April 2014
LaSalle Bank November 2003 - September 2007
Fifth Third Bank July 2003 - November 2003
Education
Muskingum College 1999 — 2003
Hudson High School 1995 — 1999
TriState Capital Bank August 2007 - Present
Citizens Bank July 2005 - August 2007
PNC June 1999 - August 2005
Skills
Banking, Portfolio Management, Loans, Credit, Financial Analysis, Commercial Banking, Credit Analysis, Commercial Lending, Management, Underwriting, Middle Market Lending..., Large Corporate Lending, Specialized Credit..., Corporate Finance, Due Diligence, Credit Risk
Education
Duquesne University 2002 — 2005
Master of Business Administration (MBA), Organizational Leadership
Penn State University 1995 — 1999
Bachelor of Science (B.S.), Finance
State Bank & Trust Company February 2011 - Present
E*TRADE Financial September 2010 - February 2011
W2B Technologies Inc. May 2010 - February 2011
TriState Capital Bank August 2007 - May 2010
NetBank, FSB August 2006 - July 2007
NetBank July 2000 - July 2006
Skills
Banking, Branch Banking, Business Strategy, Cash Management, Commercial Banking, Commercial Lending, Credit, Deposits, Executive Management, Finance, Financial Services, Internet Banking, Loans, Management, Risk Management, Vendor Management
Education
Indiana University of Pennsylvania 1997 — 1999
Bachelor's degree, Marketing
Pennsylvania State University-Penn State Altoona 1995 — 1997
Associate's degree, Accounting
PNC November 2012 - Present
Bank executive, Sales, Consulting January 2012 - November 2012
TriState Capital Bank May 2010 - August 2011
First Commonwealth Bank March 2009 - May 2010
Irwin Bank May 1992 - July 2008
Skills
Banking, Risk Management, Loans, Credit, Credit Analysis, Recruiting, Budgets, Commercial Banking, Portfolio Management, New Business Development, Talent Acquisition, Financial Analysis, Financial Risk
Education
University of Colorado, Boulder 2005 — 2007
Graduate School of Banking
Lehigh University 1983 — 1987
Bachelor of Science (BS), Finance, General
TriState Capital Bank April 2014 - Present
MedStar Health October 2011 - Present
Automobile Club of Southern California June 2011 - Present
Deloitte 1971 - 2011
Education
Penn State University 1967 — 1971
Bachelor of Science (BS), Accounting
Central Catholic Pittsburgh PA
TriState Capital Bank July 2007 - Present
Wilmington Trust of Pennsylvania March 1997 - July 2007
CoreStates Bank / PNB April 1986 - March 1997
Skills
Commercial Banking, Banking, Treasury Management, Middle Market, Private Banking
Education
Drexel University - LeBow College of Business 1977 — 1982
BS, Accounting
TriState Capital Bank January 2014 - Present
Federated Investors February 1980 - December 2013
Howrey & Simon 1978 - 1979
Skills
Asset Allocation, Series 63, Wealth Management, Alternative Investments, Securities, Asset Management, Investments, Investment Advisory, Portfolio Management, Equities, Investment Strategies, Retirement Planning, Hedge Funds, 401k, Investment Management, Retirement
Education
Miami University 1974 — 1978
CAHS 1971 — 1974
TriState Capital Bank May 2014 - Present
Credit Suisse - Investment Bank June 2010 - June 2013
UBS - Investment Bank September 2007 - May 2009
Merrill Lynch June 2006 - August 2006
Skills
Bloomberg, Equities, Investment Banking
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Finance Concentration
Ithaca College 2003 — 2007
Bachelor of Science (BS), Business Administration - Finance Concentration
TriState Capital Bank February 2007 - Present
Citizens Bank of Pennsylvania (Citizens Financial Group; Royal Bank of Scotland) 2003 - 2007
Skills
Loans, Commercial Banking, Commercial Lending, Portfolio Management, Credit Analysis, Banking, Asset Based Lending, Mergers & Acquisitions, Small Business Lending, Financial Analysis, Middle Market, Due Diligence, Credit, Finance
Education
Indiana University of Pennsylvania
TriState Capital Bank February 2012 - Present
PNC January 2009 - January 2012
National City Bank June 2000 - December 2008
Skills
Loans, Credit Analysis, Banking, Commercial Banking, Credit, Loan Servicing, Commercial Lending, Consumer Lending, Mortgage Lending, Treasury Management, Underwriting, Portfolio Management, Risk Management, Financial Analysis
Education
Robert Morris University 2001 — 2003
MBA, Business Management, 4.0
Robert Morris University 1996 — 2000
BSBA, Business Management, 4.0
Mars National Bank November 2011 - Present
TriState Capital Bank September 2008 - November 2011
AmTrust Bank July 2004 - September 2008
AmTrust Bank 2004 - 2008
Sky Financial Group November 1994 - July 2004
Sky Bank 1994 - 2004
PNC Bank February 1994 - November 1994
Skills
Banking, Retail Banking, Loans, Internet Banking, Risk Management, PMO, SDLC, Project Management, Analysis, Finance, Vendor Management, Business Analysis, Leadership, Credit, Financial Risk, Commercial Banking, Core Banking
Education
University of Pittsburgh 1983 — 1988
TriState Capital Bank August 2015 - Present
PNC April 2014 - August 2015
HJ Heinz February 2012 - February 2014
S.R. Snodgrass, Certified Public Accountants May 2006 - February 2012
Skills
Auditing, SEC filings, Internal Controls, Finance, Accounting, Financial Analysis, Financial Statements, Consolidation, Project Management, Corporate Finance
Education
Salem International University 2007 — 2008
MBA, International Business
West Liberty University 2002 — 2005
B.S., Accounting
First National Bank December 2013 - Present
TriState Capital Bank October 2007 - December 2013
LaSalle Bank August 2000 - October 2007
JPMorgan Chase fka Bank One 1998 - 2000
First Industrial Realty Trust 1997 - 1998
Skills
Commercial Lending, Loans
Education
University of Cincinnati College of Business 1994 — 1998
Bachelor's Business Administration, Marketing / Real Estate
TriState Capital Bank April 2014 - Present
TriState Capital Bank August 2012 - April 2014
BNY Mellon August 2011 - August 2012
BNY Mellon June 2010 - August 2011
Skills
ACH, Customer Service, Commercial Banking, Treasury Management, Deposits, Marketing, Banking, Microsoft Excel, Credit, Loans, Business Analysis, Financial Reporting, Process Improvement, Microsoft Office
Education
Kent State University
Bachelor's degree, Business Management, Marketing
TriState Capital Bank April 2010 - Present
Mikell Schenck Associates November 2009 - March 2010
TriState Capital Bank June 2007 - August 2008
Education
Elon University - Martha and Spencer Love School of Business 2005 — 2009
Bachelor of Science in Business Administration, Marketing and Management
TriState Capital Bank July 2013 - Present
Fifth Third Bank November 2012 - July 2013
Huntington National Bank June 2009 - November 2012
Wells Fargo 2008 - 2009
Maxus Capital 2002 - 2008
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1994
Master of Business Administration (M.B.A.), Accounting and Finance
Westminster College (PA) 1985 — 1989
Bachelor of Arts (B.A.), Finance, General
TriState Capital Bank October 2012 - January 2014
Kennametal January 2012 - March 2012
Carnegie Mellon University March 2008 - December 2011
SurgePoint HR Talent October 2004 - February 2008
PNC Financial May 1986 - February 2002
Skills
Previous certifications..., Deferred Compensation, Human Resources, Personnel Management, Recruiting, HR Consulting, Job Evaluation, Benchmarking, HRIS, Onboarding, Employee Relations, Talent Management, Performance Management, Job Analysis, Compensation & Benefit, Benefits Administration
Education
Indiana University of Pennsylvania 1980 — 1984
Bachelor's degree, Double major in Economics and Finance, 3.77/4/00
TriState Capital Bank 2011 - Present
Sitko, Rodella & Bruno, LLC May 2010 - February 2011
Pepper Hamilton LLP October 2009 - March 2010
Bank of America March 2008 - June 2009
LaSalle Bank November 2006 - February 2008
Buchanan Ingersoll & Rooney PC July 2004 - November 2006
Klett Rooney Lieber & Schorling 2004 - 2006
Pepper Hamilton LLP September 2000 - July 2004
Peace Corps February 1993 - May 1995
Education
University of Pittsburgh School of Law 1997 — 2000
JD, Law
Carnegie Mellon University 1996 — 2000
MS, Public Policy
Villanova University 1988 — 1992
BS, Biology
Victorian Finance, LLC February 2013 - Present
TriState Capital Bank August 2009 - February 2013
National City July 2008 - August 2009
National City Mortgage July 2007 - December 2007
2006-2007 May 2006 - June 2007
Washington Mutual Bank, FA/PNC Mtg April 1993 - April 2006
Washington Mutual 1993 - 2006
NVR MORTGAGE October 1979 - April 1993
Skills
Operations Management, Loan Origination, Credit, Banking, Underwriting, Credit Analysis, Loss Mitigation, Commercial Lending, Small Business Lending, Risk Management, Microsoft Excel, Mortgage Underwriting, USDA, Process Improvement, Portfolio Management, Credit Risk, Funding, VA loans, VA Loans
Education
Robert Morris University 1980 — 1988
BS, Business Administration; management and business
Robert Morris University 1980 — 1988
BS, Business Administration; management and business
Mt Lebanon Sr. High School 1974 — 1978
High School Diploma, High School Diploma
TriState Capital Bank April 2014 - Present
Bank of America June 2010 - April 2014
Wilmington Trust 2001 - June 2010
First Union/Corestates Bank 1991 - 2001
Skills
Commercial Banking, Banking, Credit, Portfolio Management, Commercial Lending, Financial Analysis, Loans, Credit Analysis, Risk Management, Finance, Cash Management, Small Business Lending, Credit Risk, Treasury Management, Asset Based Lending, Managerial Finance, Financial Risk
Education
Villanova University 1996 — 1998
MBA, Finance
Dickinson College 1986 — 1990
BA, Policy and Management Studies
TriState Capital Bank March 2009 - Present
Fifth Third Bank June 2004 - March 2009
Bank One June 2002 - January 2004
Skills
Portfolio Management, Due Diligence, Troubled Debt..., Asset Based Lending, OREO Property Management, Liquidations, Commercial Loan..., Banking, Business Planning, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Finance, Investments, Liquidation, Loans, Mergers, Small Business Lending, Underwriting, Private Equity, Risk Management, Financial Modeling, Loan Origination, Mortgage Lending
Education
Cleveland State University 1980 — 1985
BBA in Accounting, Business
TriState Capital Bank September 2013 - Present
Federated Investors October 2007 - August 2013
Skills
Series 7, Series 66, Mutual Funds, Sales, Relationship Management, Private Banking, Securities Lending, Loan Servicing, Loan Portfolio Analysis, Strategic Planning, Asset Allocation, Investments, Uniform Combined State..., 401k, Series 63, Securities, Financial Analysis, Portfolio Management, Asset Management, Wealth Management
Education
Penn State University 2002 — 2007
BS, Economics
The University of Manchester
International Business
TriState Capital Bank April 2014 - Present
PNC Wealth Management September 2009 - April 2014
Skills
Wealth Management, Commercial Lending, Loans, Wealth Management..., Banking, Consumer Lending, Credit
Education
Gannon University 1983 — 1987
Industrial Management
TriState Capital Bank April 2014 - Present
Confluence March 2013 - March 2014
Bank of New York Mellon February 2011 - March 2013
Skills
Financial Analysis, Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Accounting, Outlook, Team Leadership
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2008 — 2011
Master of Business Administration (MBA), Finance, General
University of Pittsburgh 2004 — 2008
Bachelor's degree, Finance and Marketing
TriState Capital Bank November 2014 - Present
TriState Capital Bank February 2011 - Present
PenTrust Real Estate Advisory Services September 2004 - September 2010
GMAC Commercial Mortgage March 2004 - September 2004
CreditVest, Inc. April 1997 - March 2004
National City Bank March 1995 - March 1997
Westinghouse Credit Corporation February 1985 - March 1992
Skills
Credit, Due Diligence, Financial Analysis, Financial Modeling, Loans, Mortgage Lending, Portfolio Management, Underwriting, Finance, Commercial Real Estate, Banking
Education
Robert Morris University 1984 — 1988
BS, Accounting
ICM School of Business 1982 — 1983
Associates, Accounting
Webster Bank January 2015 - Present
TriState Capital Bank November 2007 - 2014
Firstrust Bank 1997 - 2007
Skills
Loans, Credit Analysis, Banking, Leveraged Finance, Private Equity, Corporate Finance, Financial Modeling, Customer Service, Microsoft Excel, Microsoft Word, Strategic Planning, Risk Management, Commercial Banking, Credit, Asset Based Lending
Education
University of Pennsylvania - The Wharton School 1982 — 1984
Master of Business Administration (MBA)
Lehigh University
Bachelor of Science (BS), Econ
TriState Capital Bank June 2011 - Present
Gibraltar Private Bank & Trust May 2007 - May 2010
Signature Bank May 2001 - May 2007
Education
Columbia Business School 1990 — 1992
Master of Business Administration (MBA)
Brandeis University 1978 — 1982
Bachelor's degree, Economics
TriState Capital Bank August 2010 - Present
BNY Mellon October 2009 - July 2010
PNC November 1993 - July 2008
Dollar Bank October 1983 - November 1993
Skills
Banking, USA PATRIOT Act, OFAC, KYC, Risk Management, Due Diligence, AML, Loans, Bank Secrecy Act, CAMS, Financial Regulation
Education
Duquesne University School of Law 1987 — 1991
Juris Doctorate, Law
Indiana University of PA 1978 — 1981
Bachelor of Arts, Criminology Pre-Law
TriState Capital Bank April 2007 - Present
Skills
Loans, Commercial Lending, Small Business Lending, Credit Analysis, Credit, Commercial Banking, Credit Risk, Banking, Portfolio Management
Education
Miami University 1976 — 1980
B. S., Finance
TriState Capital Bank April 2008 - Present
PNC Bank 1990 - 2007
Mellon Bank 1984 - 1990
Mellon Bank 1984 - 1990
Skills
Commercial Lending, Loans, Credit, Banking, Credit Analysis, Commercial Mortgages, Commercial Banking, Construction Loans, Real Estate, Asset Management, Due Diligence
Education
Mary Washington College
Winston Churchill HS