VIST Financial Corp
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VIST Financial Corp Employees
Lehigh Valley Health Network June 2012 - Present
VIST Financial Corp January 2005 - June 2012
Cedar Crest College July 2003 - January 2005
LANtek May 1999 - July 2003
National Preferred Provider Network August 1998 - May 1999
AlphaNet Solutions Corporation December 1996 - August 1998
The Mearl Corporation April 1990 - December 1996
Skills
Project Management, Network Engineering, Virtualization, VMware, Network Administration, Cluster, Windows Server, Active Directory, Linux, Microsoft Exchange, Troubleshooting, Security, Microsoft SQL Server, Networking, Network Design, Windows, System Deployment
Education
Mercer County Community College
Trenton State College
Tompkins VIST Bank 1998 - Present
VIST Financial Corp 1998 - June 2013
Eltrax 1998 - 2001
Eltrax Systems, Inc. 1998 - 2001
Hi-TECH Connections 1985 - 1998
Skills
Mergers, Finance, Integration, Mergers & Acquisitions, Strategic Planning, Entrepreneurship, Risk Management, Marketing, Investments, Commercial Lending, Commercial Banking, Banking, Cash Management, Credit, Loans, Portfolio Management, Credit Analysis, Small Business Lending, Executive Management
Education
Bloomsburg University of Pennsylvania 1966 — 1970
BS, Business Education
Immaculate Heart High School, Ashland PA 1962 — 1966
Herbein + Company, Inc. July 2008 - Present
VIST Financial Corp 2006 - 2007
Skills
Mergers & Acquisitions, Auditing, Tax, Accounting, Nonprofits
Education
Elizabethtown College 2004 — 2008
Bachelors, Acounting
Exeter High School 2000 — 2004
Reading Health System June 2014 - Present
Reading Health System July 2012 - June 2014
VIST Financial Corp June 2002 - July 2012
Core BTS March 2000 - June 2002
EnerSys January 1997 - February 2000
Skills
PC Networking, Network Security, Network Architecture, Wireless Networking, Network Administration, VMware, VMware Server, VMware ESX, VMware Workstation, Cisco, Citrix, Citrix Metaframe, Certified Novell..., Linux server..., Linux, Banking Operations, Windows Server 2003, Windows Server 2008, Windows 7, Microsoft Office 2007, Sybase SQL Anywhere, SQL Server, Backup Solutions, Networking, Windows Server, Software Installation, Operating Systems, Disaster Recovery, Help Desk Support
Education
Berks Technical Institute 1999 — 2001
Associates Degree, Internet/Network Engineering
Reading Area Community College 1997 — 1999
Environmental Science
Bond Manager Tompkins Insurance September 2012 - Present
VIST Financial Corp 2004 - Present
National Surety Specialists September 1992 - December 2004
National Surety Specialists 1992 - 2004
Abington Memorial Hospital September 1978 - September 1992
Skills
Financial Analysis, Credit Risk, Surety Obligations, Surety, Bonds, Licensing, Underwriting, Insurance, Surety Bonds, Commercial Insurance, Customer Service, Workers Compensation, Accounting, New Business Development, Risk Management, Credit, Property & Casualty..., Management, Legal Liability, Professional Liability, Commercial Lines
Education
Montgomery County Community College 1982 — 1984
1978, Nursing
Sacred Heart School of Nursing 1977 — 1978
LPN, Nursing
Hatboro Horsham
Hatboro Horsham
PIA
Insurance P & C, Property Casualty
Wells Fargo Bank, NA September 2012 - Present
VIST Financial Corp September 2009 - September 2012
Homesale Settlement Services September 2005 - March 2009
Spring Ridge Abstract November 2001 - September 2005
Skills
Calyx Point, Mortgage Underwriting, Credit Analysis, Income Analysis, Fixed Income Analysis, Residential Mortgages
Education
Bloomsburg University of Pennsylvania 1993 — 1997
Bachelor of Science (B.S.), Business Economics
QVC July 2013 - Present
Becker Professional Education January 2011 - May 2012
VIST Financial Corp May 2010 - January 2012
Joe Burns Beverages May 2009 - August 2009
Skills
HTML, Flash, PHP, Photoshop, Outlook, Microsoft Excel, Microsoft Office, Access, PowerPoint, JavaScript, ColdFusion, CSS, Dreamweaver, Mircosoft SQL Server..., Team-oriented..., Team Leadership, Databases, Leadership, Teamwork, Microsoft SQL Server
Education
Indiana University of Pennsylvania 2009 — 2013
Bachelor of Science (BS), Management Information Systems, General
Twin Valley School District 1996 — 2009
High School Diploma
The Victory Bank November 2007 - Present
Beneficial Savings Bank July 2006 - November 2007
VIST Financial Corp February 2004 - June 2006
Commonwealth Bank, Norristown, PA September 1998 - October 2004
Skills
Banking, Loans, Customer Relations, Customer Service, Retail, Small Business, Microsoft Office, Retail Banking, Credit Analysis, New Business Development, Sales Management, Coaching, Small Business Lending, Public Speaking, Consumer Lending, Management, Sales, Customer Retention, Business Development, Vision Creation, Leadership, FHA, Finance
Education
ABA Stonier Graduate School of Banking 2014 — 2015
Diploma
PA Bankers 2011 — 2013
Advanced School of Banking, Honors Graduate
ABA Stonier Graduate School of Banking
Wharton Leadership Certificate
VIST Bank January 2005 - Present
VIST BANK January 1992 - Present
VIST Bank January 1992 - Present
VIST Financial Corp. 1992 - Present
VIST Bank January 1999 - January 2005
Skills
Risk Management, Compliance, loan analysis, Loans, Commercial Lending, Credit, Banking, Credit Risk, Financial Risk, Portfolio Management, Due Diligence, Commercial Banking, Credit Analysis, Underwriting, Consumer Lending, Small Business Lending, Asset Based Lending, Retail Banking, Mortgage Lending
Education
Lehigh University
B.S.B.E, Finance and Management
Lehigh University - College of Business and Economics 1979 — 1983
BSBE, Finance
Lehigh University - College of Business and Economics 1979 — 1983
BSBE, FInance
Beal Bank USA February 2012 - Present
VIST Financial Corp September 2006 - August 2011
Citizens Bank May 2004 - September 2006
Waterloo Gardens May 2002 - May 2004
TransUnion April 2000 - May 2002
Hollywood Video January 1999 - April 2000
Skills
Microsoft Office, Sandler Sales Training..., Novell, Team Building, Banking, Sales Management, Excel, Negotiation, New Business Development, Coaching, Mentoring, Retail Management, Business Management, Outstanding Customer..., Creative Problem Solving, Microsoft Excel, Customer Service, Program Management, Commercial Banking, Business Development, Management, Marketing Strategy, Consumer Lending, Leadership, Sales, Retail, Store Management, Credit, Marketing, Training, Commercial Lending, Retail Banking, Loans, Credit Analysis, Small Business Lending
Education
La Salle University 1993 — 1997
Bachelor of Science in Business Administration, Management
EG Smith Inc October 2012 - Present
VIST Financial Corp February 2011 - August 2012
HCR ManorCare September 2008 - February 2010
Select Grille June 2005 - August 2008
Berks Packing Co. Inc. August 2000 - May 2005
Skills
Customer Service, Account Reconciliation, Accounts Payables,..., Invoicing, Human Resources, Employee Benefits, ADP Payroll, Accounting, Employee Relations, Financial Analysis, Accounts Payable, Payroll, Team Building, Budgets, Credit
Education
Reading Area Community College 2000 — 2007
Associate of Arts and Sciences (A.A.S.), Business Management
Albright College 1998 — 1998
Community Leadership Program
JKolo Investments has merged with Gerhart, Hartman,& Ritner Insurance Agency January 2014 - Present
* May 2012 - Present
* January 2010 - Present
Kaehall Estate Planning Coordinators June 2008 - May 2009
Vist Financial Corp. September 2006 - August 2007
Bernville Beverage, Inc. December 1995 - April 2006
Skills
Retirement Planning, Portfolio Management, Investment Advisory, Investments, Trading, Financial Analysis, Strategic Planning, Insurance, Finance, Equities, Asset Allocation, Investment Strategies, Small Business, Fixed Annuities, Retirement, Financial Services, Sales
Education
Kutztown University of Pennsylvania 1984 — 1988
B.S., Business
Muhlenberg High School
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
2006- NASD/SEC Series 7&63 Licenses passed
Sept 2006- Pennsylvania Life & Annuity license passed.
Sept 2013- Life Settlement Certified through AMZ Financial.
Sept 2013- Pennsylvania Accident&Health license passed.
Open Systems Healthcare December 2014 - Present
Iup Phoneathon September 2013 - May 2014
VIST Financial Corp 2011 - 2014
Acme Markets May 2007 - August 2010
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Banking, Teamwork, Credit, Loans, Management, Leadership, Cash Management, Telephone Skills, Sales, Risk Management, Insurance, Cashiering, Human Resources, Time Management, Customer Satisfaction, Access
Education
Indiana University of Pennsylvania 2010 — 2014
Springfield Township High School 2005 — 2010
Kuzneski Financial Group 1991 - Present
International Myeloma Foundation December 2011 - Present
Myeloma Angels July 2009 - Present
Greyhawk Capital 1999 - Present
Berkshire Securities Corporation 2006 - Present
FastFreight Expeditors, LLC March 2006 - Present
Pennsylvania Angel Network ("PAN") October 2003 - Present
Miss Laurie's Gourmet Kitchen 2002 - Present
First National Bank of Santa Fe April 2006 - May 2013
VIST Financial Corp October 2007 - July 2012
Skills
Start-ups, Strategy, Strategic Planning, Executive Management, Venture Capital, Business Planning, Entrepreneurship, Investments, Negotiation, Business Strategy, Angel Investing, Consulting, Mergers & Acquisitions, Business Development, Management, Finance, Strategic Partnerships, Corporate Development, Marketing Strategy, New Business Development, Small Business, Due Diligence, Nonprofits, Training, Portfolio Management, Product Management, Mergers, Sales, Joint Ventures, Management Consulting, Competitive Analysis, Commercialization, Insurance, Employee Benefits, HR Automation, Cancer Research
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2007
University of Pennsylvania - The Wharton School 1985 — 1989
Indiana Area Senior High
Royal Bank America January 2009 - Present
Stonebridge Bank January 2008 - January 2009
VIST Financial Corp 2008 - 2009
Skills
Capital Structure, Underwriting, Banking, Strategic Financial..., Loans, Commercial Lending, Small Business Lending, Deposits, Commercial Banking, USDA, Trust Management, Credit, Commercial Real Estate, Credit Analysis, Mortgage Lending, Funding, Portfolio Management, Commercial Mortgages, Finance, Management, Mergers & Acquisitions, Real Estate Economics
Education
Clarion University of Pennsylvania 1998 — 2002
Finance, Finance/Real Estate
KeyMark June 2012 - Present
VIST Financial Corp July 2008 - June 2012
Horizon Bank November 2004 - July 2008
Peoples State Bank October 1997 - October 2004
SSI MicroAge Infosystems October 1994 - September 1997
Skills
VMware, Linux, Network Administration, Windows Server, Networking, Microsoft SQL Server, CRM, Active Directory, Enterprise Software, Citrix, Firewalls, Software Installation, Routers, Telecommunications, Information Technology, VMware ESX
Education
New York Institute of Technology 1985 — 1990
BS, Electrical Engineering
Santander Bank, N.A. June 2014 - Present
Sovereign Bank September 2012 - June 2014
VIST Financial Corp August 1997 - September 2012
Lafayette Bank March 1994 - August 1997
Skills
Microsoft Excel, Financial Reporting, Accounting, Budgeting, Banking, Customer Service, Microsoft Office, Operations, XBRL, government reporting
Education
Strayer University 2007 — 2011
Masters Degree, Accounting
Penn State University 1979 — 1983
Bachelors Degree of Science, Real Estate Finance
ACS, Inc. November 2006 - Present
VIST Financial Corp 2003 - 2005
Rural/Metro Corporation 1997 - 2003
Education
University of Phoenix 1993 — 1995
Reinsel Kuntz Lesher LLP September 2013 - Present
ParenteBeard LLC August 2006 - August 2013
VIST Financial Corp May 2005 - July 2006
Skills
Financial Reporting, Auditing, US GAAP, Accounting, Financial Accounting, GAAP, Audits of Employee..., Manufacturing, Member of AICPA, Financial Statements, Internal Controls, Account Reconciliation, Fixed Assets, Cash Flow, Consolidation, CPA, Sarbanes-Oxley Act, Auto Racing, Sponsorship, Motorsports, SEC filings, Tax Preparation, Tax Accounting
Education
Kutztown University of Pennsylvania 2003 — 2006
Bachelor of Science (BS), Accounting
Oley Valley High School 1999 — 2002
Susquehanna Bank November 2005 - Present
VIST Financial Corp 2000 - 2005
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Credit, Credit Analysis, Underwriting, Branch Management, Banking
Education
Alvernia College
VIST Financial Corp 1992 - 2012
Education
Penn State University
Paralegal
Unique Pretzel Bakery, Inc. August 2013 - Present
The Reading Hospital Medical Group April 2010 - January 2013
Fireman's Fund Insurance Company September 2006 - April 2010
VIST Financial Corp June 2002 - June 2006
CNA/Encompass Insurance October 1998 - June 2002
CNA Insurance 1996 - 1998
CNA Insurance 1995 - 1996
Skills
Underwriting, Call Center, Insurance, Resolute Professional..., Medical Billing, Billing Process, Healthcare Management, Healthcare Reimbursement, Leadership, Customer Service, Process Improvement, Banking, Microsoft Office, Team Building, Coaching, Property, Customer Satisfaction, Project Management, Training, Performance Management, Business Development, Team Leadership, Public Speaking, Supervisory Skills, Healthcare, HIPAA, Visio, Business Analysis, Budgets, Teamwork, Credit, Microsoft Excel, PowerPoint, Leadership Development, Microsoft Word, Revenue Cycle, Revenue Cycle Management, Medical Coding, Customer Service..., Claim, Contact Center..., Epic Systems, CPT, Call Center Development, Medical Terminology, Claims Resolution, Call Centers, Sports Coaching, Baseball, Coaching Baseball
Education
University of Pittsburgh 1987 — 1991
B.A., Finance/Management
Schuylkill Valley High School 1984 — 1987
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
First National Bank of PA January 2007 - Present
VIST Financial Corp December 1998 - January 2007
Skills
PowerPoint, Commercial Banking, Mortgage Lending, Commercial Lending, Consumer Lending, Risk Management, Banking, Loans, Credit Analysis, Performance Management, Underwriting, Team Building, Retail Banking, Credit, Customer Satisfaction, Coaching, Microsoft Office, Financial Analysis, Insurance, Small Business Lending, Mergers & Acquisitions, Lines Of Credit, Commercial Mortgages, Business Development, Residential Mortgages, Asset Based Lending, Credit Risk
Education
Kutztown University of Pennsylvania 1993 — 1997
BSBA, Business Management
Alvernia College 2008 — 2009
MBA Courses
W2O Group September 2015 - Present
Fisher Clinical Services June 2012 - September 2015
Deloitte March 2012 - June 2012
Reed Smith LLP January 2012 - March 2012
Morgan, Lewis & Bockius LLP August 2011 - November 2011
JuriStaff, Inc. - Stradley Ronon Stevens & Young, LLP April 2011 - June 2011
VIST Financial Corp February 2011 - April 2011
Special Counsel - Reed Smith November 2010 - February 2011
RR Donnelley August 2010 - November 2010
Special Counsel - Stradley Ronon Stevens & Young, LLP April 2009 - August 2010
Skills
Litigation, Civil Litigation, Trials, Arbitration, Legal Writing, Legal Research, Personal Injury, Document Review, Corporate Governance, Courts, Commercial Litigation, Depositions, Pleadings, Corporate Law, Westlaw, Motions, Leadership
Education
Albany Law School of Union University 2000 — 2003
Juris Doctor
Lehigh University 1995 — 2000
B.A, Political Science
Commonwealth of Pennsylvania Commission on Crime & Delinquency August 2013 - Present
VIST Financial Corp December 2002 - December 2012
First Energy/Met Ed/Penelec June 1990 - February 2002
Skills
Financial Analysis, Account Reconciliation, Financial Reporting, Accounting, General Ledger, Financial Accounting, Auditing, Banking, Finance, Analysis, Microsoft Excel, Research, Journal Entries, Fixed Assets, Budgets, Process Improvement, Microsoft Office, Financial Planning, Leadership, GAAP, Strategic Planning, Bank Reconciliation
Education
Shippensburg University of Pennsylvania 1975 — 1976
Master of Business Administration (MBA), Accounting and Business/Management
Juniata College 1969 — 1973
BS, Economics
Transamerica Life & Protection (an AEGON Company) March 2012 - Present
Transamerica Life & Protection (an AEGON Company) July 2008 - February 2012
VIST Financial Corp January 2008 - April 2008
Audit Bureau of Circulations February 2006 - January 2008
Sterling Financial Trust Co March 2004 - February 2006
Skills
Multi-tasking and time..., Communication, Organization, Teamwork, Compliance, Audit, Insurance, Compliance Audits, Auditing, Time Management, Sarbanes-Oxley Act, Quality Auditing, Analysis
Education
University of Maryland University College 2008 — 2010
Masters of Business Administration (MBA)
Millersville University of Pennsylvania 1999 — 2003
Bachelor of Science, Business Administration, Accounting
Enterprise Bank (Enterprise Bancorp) February 2012 - Present
New Penn Financial, LLC November 2010 - February 2012
Provident Funding Associates L.P. June 2009 - September 2010
VIST Financial Corp May 2006 - August 2008
Skills
Credit Analysis, Loans, Underwriting, Credit, Commercial Lending, Banking, Consumer Lending, Customer Service, Finance, Financial Analysis, Loan Origination, Mortgage Lending, Portfolio Management, Retail Banking, Small Business Lending
Education
Bentley University 2005 — 2009
Bachelor of Science, Finance
VIST Financial Corp December 2010 - Present
VIST Financial Corp. March 2006 - December 2010
Reading Royals Professional Hockey Club 2000 - 2006
Skills
PHR
Education
Alvernia University 2009 — 2010
Bachelor of Arts, Human Resource
York College of Pennsylvania 1992 — 1994
Asociates of Science
VIST Financial Corp October 2008 - Present
Skills
Commercial Banking, Underwriting, Loans, Credit
Education
Penn State University 1981 — 1985
Bachelor's degree, Finance, General
Villanova University
Master of Business Administration (M.B.A.)
VIST Financial Corp 2009 - Present
Education
St. Joseph's University
B.S., Finance
VIST Financial Corp April 1991 - Present
Education
Bloomsburg University of Pennsylvania 1981 — 1985
BS, Business Administration
VIST Financial Corp June 2011 - Present
VIST Financial Corp June 2011 - Present
VIST Bank June 2011 - Present
VIST Financial June 2011 - Present
Mid Penn Bank February 2007 - May 2011
Sovereign Bank August 2006 - January 2007
Sovereign Bank March 2001 - July 2006
Skills
Payments, Commercial Lending, Credit Analysis, Loans, Commercial Banking, Credit, Underwriting, Banking, Consumer Lending, Small Business Lending, Asset Based Lending, Residential Mortgages
Education
University of Delaware 1968 — 1972
Bachelor's Degree, Accounting; an elective emphasis on Business Management and Psychology
Santander Bank, N.A. July 2012 - Present
FirstEnergy 2011 - 2012
Elite Sportswear, L.P. February 2011 - May 2011
VIST Financial Corp April 2002 - January 2011
Skills
Customer Service, Microsoft Office, Administrative..., Team Building, Administrative Support, Benefits Administration, Recruitment/Retention, Reception, Default, Mortgage Banking, Employee Training
Education
Penn State University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Psychology
Southern New Hampshire University
Bachelor's Degree, Psychology