WSFS Bank
Industry: Financial services company
DescriptionWSFS Financial Corporation is a multibillion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally managed bank and trust company headquartered in the Delaware Valley. Headquarters: Wilmington, Delaware, United States CEO: Mark A. Turner (26 Apr 2007–) Number of employees: 1,100 Founded: 1832 Parent organization: WSFS Financial Corporation Subsidiaries: Arrow Land Transfer Company,
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WSFS Bank Employees
CNB Bank June 2015 - Present
The Bryn Mawr Trust Company November 2012 - June 2015
First Bank of Delaware December 2010 - November 2012
WSFS Bank July 2005 - November 2010
Skills
Customer Relations, Customer Service, Negotiation, Excel, Portfolio Management, Credit, Team Building, Loans, Coaching, Public Speaking, Sales Management, Mentoring, Leadership Development, Non-profits, Advertising, New Business Development, Banking, Risk Management, Microsoft Excel, Nonprofits, Strategic Planning, Management, Leadership, Business Development, Financial Analysis, Commercial Lending
Education
University of Delaware 1993 — 1997
JPMorgan Chase & Co. April 2015 - Present
Barclays June 2014 - April 2015
University of Delaware June 2013 - May 2014
WSFS Bank June 2013 - August 2013
Education
University of Delaware 2010 — 2014
Bachelor of Science
Charter School of Wilmington 2006 — 2010
High School
LegalShield December 2013 - Present
Allstate August 2011 - December 2013
JPMorgan Chase January 2007 - August 2011
JPMorgan Chase January 2000 - December 2006
Transaction Information Systems October 1998 - January 2000
NovaCare Employee Services September 1997 - October 1998
WSFS Bank 1994 - 1997
Skills
Relationship Management, Customer Acquisition, Financial Services, Segmentation, Insurance, Strategic Planning, Strategy, Underwriting, Mergers, Business Strategy, Leadership, Risk Management, Marketing, Project Management, Process Improvement, Executive Management, Business Process, Customer Service, Mergers & Acquisitions, Program Management, Management, Human Resources, Banking, Employee Benefits, Business Development, Vendor Management, Strategic Partnerships, B2B, Analytics, Customer Retention, CRM, Product Management, Business Analysis, Cross-functional Team..., Mentoring
Education
Northwestern University - Kellogg School of Management 2014 — 2015
EMBA
University of Phoenix 2002 — 2005
BA, Business Administration
WSFS Bank April 2008 - Present
Wilmington Trust March 2001 - April 2008
AstraZeneca August 1997 - September 2001
Skills
SQL Tools, Crystal Reports, XML Tools, HTML, ITIL, IT Service Management, ITSM Application..., Technical Training, Process Development, Incident Management, Change Management, Inventory Management, Vendor Management, Service Management
Education
Thomas McKean H.S. 1976 — 2008
High School, Electrical/Electronics Maintenance and Repair Technology
Spartan College of Aeronautics and Technology 1980 — 1982
AS of Applied Sciences, Avionics Maintenance Technology/Technician
Delaware Shareholder Services September 2010 - Present
Write Assistance April 2012 - Present
Wells Fargo Advisors, LLC 2008 - August 2010
Martin & Lunger, PC April 2006 - July 2008
WSFS Bank April 2004 - April 2006
Ferris, Baker Watts, Inc. October 1988 - April 2004
Skills
Business Planning, Team Building, Investors, Sales Management, New Business Development, Public Speaking, Public Relations, Training, Social Media Marketing, Corporate Finance, Strategic Financial..., Estate Planning, Investor Relations, Investments, Investment Properties, Leadership, Bankruptcy, Legal Issues, Non-profits, Grant Writing, Corporate Communications, Media Relations, Business Writing, Nonprofits, Portfolio Management, Financial Services, Small Business, Wealth Management, Mergers & Acquisitions, Finance, Due Diligence, Private Equity, Courts, Executive Management, Strategy, Securities, Venture Capital, Asset Management, Corporate Law, Banking, Entrepreneurship, Restructuring, Mutual Funds, Corporate Governance, Investment Management, Start-ups, Risk Management, Valuation, Debt Restructuring, Joint Ventures
Education
Marietta College 1974 — 1976
Drama, Speech and English
Winston Churchill High School 1971 — 1974
High School diploma
WSFS Bank August 2011 - Present
Wilmington Trust Company September 2006 - August 2011
MBNA America 1989 - 2004
Discover Card 1985 - 1989
Chase Manhattan Bank (USA) 1981 - 1985
Bank of Delaware 1977 - 1981
Skills
Spend Analysis, Purchasing Processes, Supply Chain Management, Project Planning, Project Management, Vendor Management, Risk Management, Management, Leadership, Operations Management, Procurement
Education
University of Delaware 1972 — 1976
BSBA, Operations Management
Widener University 1977 — 1980
MBA, Personnel Management
Mount Pleasant High School 1968 — 1972
HS, College Prep
St. Helena's Grade School 1960 — 1968
Grammar School, Grammar School;
Girl Scouts of the Chesapeake Bay Council, Inc. 2012 - 2014
DHHII Consultants 2011 - 2013
WSFS Bank, FSB 2009 - 2010
WSFS Bank 1985 - 2009
Skills
Lease Negotiations, Budgeting, Creative Problem Solving, Proven Leader and..., Attention to Detail, Project Planning, Team Motivator, Adaptability, Skilled Communicator, Construction Management, Renovation Management, Insurance Portfolio..., Detail Oriented, Flexibility, Delegative Management, Building Strong Teams, Lead By Example, Budgets, Real Estate, Management, High Performance Teams, Cross-functional Team..., Renovation, Facilities Management, Operations Management, Security, Strategic Leadership, Team Building, Property Management, Program Management, Contract Management, Time Management, Negotiation, Training, Leadership, Problem Solving, Contract Negotiation
Education
University of Delaware
Bachelor of Arts (B.A.), History/Business Administration
University of Wisconsin-Madison
The Graduate Schools of Banking (BAI), Bank Operations and Technology
WSFS Bank May 2008 - August 2009
Wachovia Securities, LLC January 2009 - May 2009
Skills
Credit
Education
The Catholic University of America 2005 — 2009
B.S.B.A., Finance
WSFS Bank August 2014 - Present
WSFS Bank March 2012 - Present
WSFS Bank July 2007 - March 2012
Skills
Customer Service, Loans, Credit, Banking, Training, Branch Banking, Team Building, Sales, Retail, Customer Retention, Strategic Planning, New Business Development, Budgets, Process Improvement, Retail Banking, Commercial Lending, Commercial Banking, Consumer Lending, Management, Negotiation, Finance, Mortgage Lending, Small Business Lending, Risk Management, Portfolio Management, Sales Management, Financial Services, Credit Analysis, Customer Satisfaction, Financial Analysis, Relationship Management, Cash Management, Financial Risk, Loan Origination, Cross Selling, Leadership, Coaching, Networking, Lines Of Credit, Deposits, Business Development
Education
Concord High School 2000 — 2004
University of Delaware
Red Clay Consolidated School District May 2013 - Present
CORE Fitness Studio January 2008 - Present
Wellness Corporate Solutions January 2012 - Present
University of Delaware May 2011 - August 2013
Over Coffee Café April 2010 - August 2010
University of Delaware September 2009 - December 2009
University of Delaware June 2009 - December 2009
Cirrus Engineering May 2008 - May 2009
Charcoal Pit Restaurant March 2005 - January 2009
WSFS Bank June 2007 - August 2007
Skills
Nutrition, Nutritional Counseling, Nutrition Education, Training, Wellness, Research, Fitness, Grant Writing, Program Management, Marketing, Healthcare, Analysis, Health Education, Medical Nutrition..., Personal Training, Sports Nutrition
Education
University of Delaware 2011 — 2013
Master's Human Nutrition
University of Delaware 2006 — 2010
Honors Bachelors of Science, Nutrition and Dietetics
University of Delaware 2006 — 2010
Minor, Biology
University of Delaware 2006 — 2010
Minor, Business Administration and Management, General
Charter School of Wilmington 2002 — 2006
JPMorgan Chase May 2014 - Present
JPMorgan Chase July 2013 - May 2014
JPMorgan Chase July 2012 - July 2013
Bank of America January 2010 - July 2012
PNC June 2008 - December 2009
Macy's December 2004 - February 2009
CIGNA May 2007 - August 2007
WSFS Bank June 2006 - February 2007
Skills
Microsoft Office, Microsoft Excel, Internal Financial..., Rewards Programs, Financial Analysis, Microsoft Access, Customer Service, Vendor Contracts, Invoice Processing, Account Reconciliation, Financial Forecasting, Cognos, Ariba, Trend Analysis, Fund Accounting, Credit Card Analytics, Ad Hoc Reporting, Internal Audit, Internal Controls, LPS, In$ight, Customer Segmentation..., Business Process Mapping, Customer Value..., Banking, Credit
Education
University of Delaware 2004 — 2008
Bachelor of Science (B.S.), Finance, Management Information Systems, Economics
Capital Commercial Real Estate Group September 2014 - Present
Saint Joseph's University September 2014 - Present
Juvenile Diabetes Research Foundation 2008 - Present
The Andrew McDonough B+ Foundation 2007 - Present
WSFS Bank October 2013 - January 2014
Jack Lingo Asset Management June 2013 - August 2013
Stingray Sushi Bar + Asian Latino Grill May 2013 - August 2013
Skills
Fundraising, Public Speaking, Teamwork, Public Relations, Microsoft Office, Research, Sales, Advertising, Leadership, Team Leadership, Management, Facebook, Commercial Real Estate, Real Estate Financing, Pro Forma Development, Real Estate Marketing, Real Estate Economics, Acquisitions, Property Disposition, Leases, Real Estate, Asset Management
Education
Saint Joseph's University
Master of Business Administration (M.B.A.), Finance, Erivan K. Haub School of Business
Villanova University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Archmere Academy 2006 — 2010
High School
NewDay USA June 2015 - Present
Johnson & Johnson June 2014 - August 2014
WSFS Bank June 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Public Speaking, Social Media, Leadership, Teamwork, Research, Time Management, Social Networking, Event Planning, Access, Data Analysis, Financial Modeling
Education
University of Delaware 2011 — 2015
University of Delaware - Lerner College of Business and Economics 2011 — 2015
WSFS Bank April 2015 - Present
Mad Mex September 2014 - March 2015
Skechers June 2014 - August 2014
Tilly's March 2014 - June 2014
Lovesac January 2014 - February 2014
Lovesac February 2013 - January 2014
Lovesac October 2009 - July 2012
Lovesac August 2005 - October 2009
Skills
Store Operations, Operations Management, Fabric Selection, Interior Design, Direct Sales, Presentations, Formatting Documents, Conditional Formatting, Sales Force Development, Employee Training, Team Management, Furniture, Team Building, Returns Management, Creation Of Training..., Positive Energy, Multi-unit Retail..., Retail Sales, Multi-channel Retail, Customer Service, Retail, Training, Sales, Management, Customer Satisfaction, Time Management, Microsoft Excel
Education
Robert Morris University 2006 — 2009
Bachelor's degree, Marketing & Economics
JP Moragan Chase October 2014 - Present
JP Morgan Chase via Experis April 2014 - October 2014
WSFS Bank October 2011 - April 2013
Wilmington Trust Company March 2004 - August 2011
Wilmington Trust Company March 2004 - August 2006
Bank One October 2002 - March 2004
Delaware Art Museum March 2001 - June 2002
Prime Image Communications September 1998 - July 2000
Skills
Customer Experience, Marketing Communications, Strategic Planning, Marketing Strategy, Project Management, Banking, Marketing, Customer Service, Product Marketing, Program Management, Vendor Management, Product Development, Budgets, Process Improvement, Management, Product Management, Sales, Training, Strategy, CRM, Recruiting, Financial Services
Education
Syracuse University 1986 — 1991
Bachelors of Fine Arts
St. Elizabeth H.S. 1982 — 1986
Diploma, Administration
Cash Connect, a division of WSFS Bank September 2014 - Present
WSFS Bank October 2005 - September 2014
Skills
Banking, Employee Engagement, Commercial Banking, Credit Cards, Loans, Retail Banking, Cash Management, Payments, ACH, Process Improvement, Payment Systems, Commercial Lending, Customer Service, Management, Leadership, Risk Management, Consumer Lending, Financial Analysis, Small Business Lending, Financial Services
Education
Neumann University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
JPMorgan Chase February 2013 - Present
JPMorgan Chase March 2011 - January 2013
WSFS Bank September 2008 - February 2011
Skills
Microsoft Office, Mortgage Lending, Small Business, Social Networking, Networking, Consumer Lending, Investments, Volleyball, Computers, Banking, Retail Banking
Education
Liberty University 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Fairway Independent Mortgage Corporation August 2014 - Present
Customers Bank November 2013 - August 2014
Shelter Mortgage December 2010 - November 2013
Gilpin Mortgage June 2010 - December 2010
WSFS Bank March 2009 - June 2010
Patterson Schwartz Real Estate June 1996 - March 2009
PNC Mortgage June 1994 - December 1995
WSFS September 1991 - June 1994
IBM September 1982 - September 1991
Skills
Loans, Reverse Mortgages, Sales, Marketing, FHA, Mortgage Lending, Mortgage Banking, First Time Home Buyers, Refinance, Investment Properties, Loan Origination, Real Estate
Education
University of Delaware - Lerner College of Business and Economics 1982 — 1985
BS, Business Admin, Marketing
Loyola University New Orleans 1981 — 1982
Communications & Drama
Parke Bank February 2011 - Present
Wilmington Trust 2010 - 2011
Peninsula Bank 2010 - 2010
Synovus Bank 2007 - 2009
Whitney Bank January 2006 - September 2007
Palmetto House LLC February 2000 - February 2006
Bennington Partners June 2003 - January 2006
Commonwealth Savings Bank 1993 - 1999
WSFS Bank 1988 - 1992
Skills
Credit, Credit Risk, Loans, Credit Analysis, Banking, Commercial Banking, Commercial Lending, Portfolio Management, Financial Risk, Mortgage Lending, Small Business Lending, Risk Management, Retail Banking, Financial Analysis, Underwriting, Lines Of Credit, Asset Based Lending, Commercial Mortgages, Treasury Management, Loan Origination
Education
Peirce College
JPMorgan Chase August 2013 - July 2015
WSFS Bank April 1999 - July 2013
Progress Financial Corporation 1995 - 1999
CoreStates Financial Corp 1987 - 1995
Marucci, Ortals, Annett & Geisel 1985 - 1987
Collective Federal Savings and Loan 1981 - 1985
Skills
Financial Analysis, Financial Reporting, Internal Controls, Auditing, Internal Audit, Cash Management, Risk Management, Forecasting, Mergers & Acquisitions, SEC filings, Banking, Finance, Accounts Payable, Analysis, Budgets
Education
Saint Joseph's University 1977 — 1981
Bachelor's degree, Accounting
St. Joseph's University 1977 — 1981
Bachelor of Science (B.S.), Accounting
WSFS Bank January 2014 - Present
Toastmasters International March 2011 - Present
WSFS Bank February 2010 - February 2014
Mercy Suburban Hospital October 2009 - February 2010
Mercy Health System September 2009 - October 2009
Firstrust Bank September 1999 - December 2008
National Penn Bank December 1995 - September 1999
CVS Caremark Corporation June 1993 - September 1995
Skills
Strategy, Marketing, Market Research, Analytical Skills, Marketing Communications, Management, Budgets, Team Building, Individualization, Banking, Analysis, Strategic Planning, Training, Program Management, Sales, Context, Relator, Consistency, Process Improvement, Market Planning, Retail Banking, Direct Mail, Team Leadership, Analytics, Direct Marketing, Financial Analysis, Analytical, Introspective, Deliberative, Strategic, Learner, Developer, MCIF
Education
Saint Joseph's University 1989 — 1993
B.S., Marketing
Malvern Preparatory School 1987 — 1989
HSD
St. Joseph's Preparatory School 1985 — 1987
Waldron Academy for Boys 1980 — 1985
School of the Holy Child (Drexel Hill) 1979 — 1980
Dolan Finance, LLC February 2015 - Present
CBIZ MHM, LLC August 2013 - February 2015
Lasher & Associates January 2001 - January 2015
Nova Bank November 2011 - October 2012
FDIC August 2009 - August 2011
M & T Bank June 2006 - November 2007
Conestoga Bank June 2003 - June 2006
Ameriprise Financial Advisors 1996 - 2000
Beneficial National Bank 1991 - 1996
WSFS Bank 1989 - 1991
Skills
Risk Management, Credit Analysis, Commercial Banking, Financial Analysis, Finance, Small Business Lending, Credit Risk, Portfolio Management, Strategic Planning, Team Building, New Business Development, Underwriting, Process Improvement, Budgets, Financial Services, Relationship Management, Management, Loan Origination, Real Estate, Business Development, Asset Based Lending, Analysis, Career Development..., Career Counseling, Commercial Real Estate, Due Diligence, Corporate Finance, Training, Mergers & Acquisitions, Accounting, Executive Management, Strategy
Education
State University of New York College at Fredonia
BS, Business Administration/Accounting
BNY Mellon
Formal Credit Training
Warren Area High School
Diploma, College Preparatory, Cum laude
CRG Consulting Group, LLC July 2009 - Present
WSFS Bank 2002 - 2008
Wilmington Trust 1998 - 2002
PSI Global 1993 - 1998
Education
University of Delaware - Lerner College of Business and Economics 1985 — 1989
MBA
Saint Joseph's University 1979 — 1983
Kish Bank 2002 - Present
WSFS Bank 1998 - 1999
FNB of Spring Mills 1993 - 1998
Skills
Financial Risk, Loans, Retail Banking, Risk Management, Banking, Financial Reporting, Compliance, Enterprise Risk..., Commercial Banking, Mutual Funds, Financial Analysis, Consumer Lending, Financial Services, Portfolio Management, Commercial Lending, AML, Anti Money Laundering, Credit Risk
Education
Penn State University 1988 — 1992
Bachelor of Science (BS), Accounting
WSFS Bank September 2012 - Present
Citizens Bank January 2002 - September 2012
Mellon Bank June 2000 - June 2002
Mellon Bank June 1998 - June 2000
Skills
Consumer Lending, Credit, Banking, Cross Selling, Loans, Mortgage Lending, Retail Banking, Sales Management, Sales, Loan Origination, Credit Analysis, Customer Service, Underwriting, Deposits, Finance
Education
Penn State University
Bachelor of Science (B.S.), Marketing - Finance and Business Law Emphasis
University of Delaware Continuing Education
Certificate Program, Financial Planning
Chester County Bar Association March 2002 - Present
Pennsylvania Association of Bar Executives January 2013 - Present
County Conference of Legal Journals January 2010 - Present
WSFS Bank January 2011 - Present
The Barn at Spring Brook Farm January 2012 - July 2014
Rotary Club of West Chester May 2008 - December 2013
American Red Cross, Southeastern Pennsylvania Chapter January 2010 - December 2010
Kelly Heinz-Grundner Brain Tumor Foundation 2008 - 2009
Martindale Andres Co. 1998 - 2002
Skills
Nonprofits, Fundraising, Contract Negotiation, Strategic Planning, Public Speaking, Leadership, Philanthropy, Team Building, Leadership Development, Event Planning, Board Development, Microsoft Office, Banking, Investments, Public Relations, Non-profits, Insurance, Credit, Commercial Lending, Non-profit..., Management, Volunteer Management, Community Outreach, Mergers & Acquisitions, Executive Management, Risk Management, Loans
Education
Notre Dame College
TD Bank March 2013 - Present
Citibank October 2011 - January 2013
WSFS Bank August 2006 - June 2011
East Coast Audio January 2005 - January 2009
WSFS Bank August 2006 - May 2007
Dicks Sporting Goods Inc August 2003 - August 2006
Delaware Art Museum January 2001 - June 2004
Skills
Retail Banking, Loans, Banking, Cash Management, Customer Service, Compliance, Management, Sales, Coaching, Commercial Banking, Commercial Lending, Consumer Lending, Sales Management, Credit, Event Planning, Small Business Lending, Insurance, Mortgage Lending, Branch Banking, Analysis, Investments
Education
Neumann University 2005 — 2006
Communication Arts
Brandywine High School 1999 — 2003
St. Marks High School 1999 — 2000
WSFS Bank May 2004 - Present
Roxbourgh Manyank Bank January 1996 - March 2003
Wilmington Trust January 1989 - January 1994
Skills
Nonprofits, Strategic Planning, Internal Communications, Microsoft Office, Marketing Communications, Team Building, Sales, Negotiation, Project Management, Budgets, Microsoft Excel, Customer Service, Public Speaking, New Business Development, Financial Analysis, Sales Management, Real Estate, Management, Strategy, Marketing Strategy, Account Management, Investments, Cross Selling, Business Strategy, Public Relations
Education
University of Delaware 1970 — 1973
Bachelor of Education (B.Ed.)and Special Education, Elementary Ed and Special Education
Brandywine High School 1967 — 1969
iHeart Media October 2009 - Present
WSFS Bank April 2009 - November 2009
CBS Radio-Philadelphia November 2008 - March 2009
Delmarva Broadcasting September 1997 - August 2008
Benchmark Communications June 1992 - July 1997
CRB Broadcasting Company, Inc. September 1986 - May 1992
Education
Marshall University 1973 — 1977
Bachelor of Arts, Speech, Broadcasting, Journalism
Berkshire Hathaway HomeServices Fox & Roach, Realtors 2014 - Present
SPIRER Capital Management 2011 - Present
New Hope Building, LLC 2007 - Present
WSFS Bank 2013 - 2014
The Bankers Exchange 2011 - 2012
Automated Bank Services, LLC 1996 - 2007
General Electronic Systems, Inc 1994 - 1996
Digi Matex, Inc. 1988 - 1994
Raytheon 1985 - 1988
Skills
Credit Cards, Payments, Operations Management, Debit Cards, Credit, Electronic Payments, Payment Gateways, Merchant Services, Program Management, Payment Card Processing, Process Improvement, Training, Team Building, Sales, Budgets, Management, Vendor Management, Direct Sales, Financial Services, Finance, Executive Management, Portfolio Management, Risk Management, Relationship Management, ATMs, Home Staging, Residential Homes, Historic Preservation
Education
Temple University 1984 — 1985
Bachelor of Arts, Organizational Communications
Kent Denver Country Day School 1980 — 1981
Tatnall School 1975 — 1980
WSFS Bank November 2010 - December 2013
First National Bank of Chester County April 2008 - November 2010
Skills
Retail Banking, Banking, Customer Service
Education
Neumann University 2002 — 2004
Florida Studio Theatre June 2015 - Present
Reel Productions Film Festival May 2014 - Present
Lab TV May 2014 - December 2014
Reel Productions Film Society May 2013 - December 2014
First Year Seminar March 2012 - December 2014
The Review March 2013 - December 2013
WSFS Bank June 2012 - February 2013
Skills
Microsoft Office, Microsoft Excel, Management, Research, Microsoft Word, PowerPoint, Leadership, Photoshop, Video Editing, Video Production, Video Games, Reporting, Online Journalism, Non-fiction, Creative Non-fiction, Fiction Writing, Science Fiction, Literary Fiction, Scriptwriting, Voice Acting, Acting
Education
University of Delaware 2011 — 2015
English, Creative Writing, 3.3 GPA
University of Delaware 2011 — 2014
Bachelor of Arts, Creative Writing
Universidad de Salamanca 2013 — 2013
Spanish Language and Literature
Sauder School of Business at UBC January 2015 - April 2015
Koerner's Pub September 2013 - December 2014
WSFS Bank June 2013 - September 2013
Service Industry September 2010 - March 2013
Skills
Teamwork, Social Media, Microsoft Office, Leadership, Financial Analysis, Critical Thinking, Research, PowerPoint, Data Analysis
Education
The University of British Columbia 2015 — 2015
Real Estate Trading Services License
The University of British Columbia 2010 — 2015
BCom, Transportation & Logistics
WSFS Bank April 2015 - Present
DICK'S Sporting Goods August 2013 - Present
Regal Entertainment Group December 2010 - August 2013
Skills
Cashiering, Facebook, Time Management, Customer Service, Social Networking, PowerPoint, Social Media, Microsoft Word, Microsoft Office, Microsoft Excel, Retail Sales, Retail, Teamwork, Data Entry, Cash Register, Event Planning, Phone Etiquette, Telephone Skills, Final Cut Pro, Customer Satisfaction, Photoshop, Critical Thinking, English, People Skills, Outlook, Inventory Control, Communication, Inventory Management, HTML, Windows, Team Leadership, Team Building, Editing, Leadership, Strategic Planning
Education
Neumann University 2012 — 2016
Bachelor's Degree, Computer/Information Technology Administration and Management, Junior
Self Employed July 2014 - Present
WSFS Bank October 2004 - July 2014
Winterthur Museum, Garden and Library May 2001 - October 2004
Skills
Community Outreach, Non-profit Leadership, Private Banking, Life Coaching, "How to get YOUR..., Fundraising, Leadership, Nonprofits, Philanthropy, Program Development, Public Relations, Public Speaking, Strategic Planning, Strategy, Volunteer Management
Education
Marywood University 1972 — 1976
Bachelor of Science (B.S.), Human Ecology
Ursuline Academy 1968 — 1972
High School
Susquehanna Bank September 2010 - Present
AMR Capital Strategies, Inc. March 2010 - January 2011
WSFS Bank November 1989 - February 2010
Education
Lehigh University 1981 — 1985
B.S, Finance
Selfemployed June 2007 - Present
WSFS Bank January 2003 - July 2007
Skills
Books, Proofreading, Sales, Public Speaking
Education
Institute of Children's Literature
Certificate Program, Writing for Children and Teenagers
Northampton Community College
Associate's degree, Business Administration
WSFS Bank March 2009 - Present
Blenheim Homes January 2008 - March 2009
Gemcraft Homes September 2004 - January 2008
Blenheim Homes March 2002 - September 2004
Skills
Loan Origination, Loans, Credit, Mortgage Lending, Reverse Mortgages, Refinance, FHA, Mortgage Banking, Residential Mortgages, Construction Loans
Education
Strayer University 2010 — 2013
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
WSFS Bank October 2013 - Present
Red Capital Group October 2006 - August 2013
Jack Kellmer Company September 2000 - September 2006
Skills
Real Estate Economics, Credit, Loans, Real Estate, Portfolio Management, Financial Structuring, Investment Properties, FHA, Real Estate Financing, Disposition, Underwriting, Affordable Housing, Asset Management, Apartments, Real Estate Development
Education
Rutgers, The State University of New Jersey-Camden 1995 — 1999
Bachelors, Psychology
Gemological Institute of America (GIA)
The University of Queensland
Barclaycard March 2012 - Present
JP Morgan Chase April 2010 - May 2012
State of Delaware August 2007 - April 2010
WSFS Bank 2006 - 2007
Sun National Bank January 2005 - September 2006
Sun National Bank January 2004 - September 2006
Skills
Auditing, Accounting, Customer Service, Sales, Administration, Financial Statements, Coaching, Internal Audit, Sarbanes-Oxley Act, Internal Controls, Risk Management, Banking, Finance, Financial Analysis, Financial Reporting, Process Improvement
Education
Strayer University (DE) 2011 — 2013
Master of Science, Human Resource Management
Wilmington College 2006 — 2007
Bachelor of Science, Business Management
Delaware Technical & Community College 2003 — 2005
Associate of Applied Science, Business Management; General Business
JPMorgan Chase & Co. June 2015 - Present
WSFS Bank June 2014 - August 2014
Product Protection Group June 2013 - August 2013
Griffith, Strickler, Lerman, Solymos & Calkins Law Firm June 2011 - August 2012
Education
University of Delaware 2011 — 2015
Bachelor of Science (B.S.), Finance
Success Mortgage Partners December 2012 - Present
First Century Bank April 2011 - December 2012
Sun West Mortgage Company April 2010 - April 2011
VirtualBank January 2007 - April 2010
MetLife Home Loans June 2008 - January 2010
WSFS Bank May 2008 - August 2008
Gold Reverse, Inc November 2007 - May 2008
Financial Freedom/IndyMac Bank May 2005 - December 2006
Financial Services July 2004 - May 2005
New York Life Insurance Company December 2000 - July 2004
Skills
Mortgage, Certified Financial..., Annuities, Reverse Mortgages, Term Life Insurance, Universal Life, Mutual Funds, ETFs, Compliance, Mortgage Lending, Fixed Annuities, Residential Mortgages, Loan Origination, Life Insurance, Loans, Mortgage Banking, Investments, Banking, Retirement Planning, Credit Analysis, Credit, Financial Advisory, Series 7, Retirement, Disability Insurance, Insurance, Underwriting, Mortgage Marketing, FHA, Strategic Financial..., Refinance, Wealth Management, Selling, FHA financing, Finance, Sales, Commercial Lending, USDA, Funding, VA loans, Executive Management, Portfolio Management, Commercial Mortgages, Mortgage Underwriting
Education
Purdue University 1990 — 1996
Bachelor of Science, Financial Planning
Snider HS 1987 — 1990
General, General
WSFS Bank October 2015 - Present
WSFS Bank June 2014 - October 2015
Education
Thaddeus Stevens College of Technology 2010 — 2012
Associate of Arts and Sciences (A.A.S.)
WSFS Bank June 2012 - June 2015
Express Employment Professionals October 2011 - June 2012
Zerin Business Consulting November 2010 - June 2011
CXN, INC August 2010 - November 2010
Cape Bank April 2010 - August 2010
North American Title February 2009 - April 2010
bloc group September 2007 - 2008
Skills
Microsoft Office, Outlook, Administrative..., PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Sales, Marketing, Recruiting, Talent Acquisition, Employee Relations, QuickBooks, Cold Calling, Social Media, Process Scheduler, Social Media Marketing, Event Planning, Research, Account Management, Public Speaking, Human Resources, Leadership, Social Networking, Real Estate, Interviews, Administration, Training, Team Building, Hiring, Public Relations
Education
Montclair State University 2005 — 2009
Bachelors, Psychology
Radford University 2004 — 2005
Ocean City High School 2000 — 2004
High School Diploma
Wilmington Savings Fund Society, FSB July 2014 - Present
WSFS Bank July 2012 - Present
WSFS Bank December 2010 - July 2012
Christiana Bank & Trust November 2003 - December 2010
Skills
Member-Toastmasters..., Loans, Credit, Risk Management, Commercial Banking, Consumer Lending, Portfolio Management, Financial Analysis, Banking, Cash Management, Compliance, Financial Risk, Financial Services, Small Business Lending, Mortgage Lending, Retail Banking, Customer Service, Management, Leadership
Education
Salisbury State University
Psychology
WSFS Bank June 2013 - Present
Thirty-One Gifts November 2013 - Present
WSFS Bank June 2011 - June 2013
Citizens Bank June 2010 - June 2011
WSFS Bank February 2009 - June 2010
Hollister Co. September 2007 - January 2009
Skills
Customer Service, Retail, Branch Banking, Budgets, New Business Development, Retail Banking, Loans, Banking, Credit, Commercial Banking, Finance, Cash Management, Small Business Lending, Mutual Funds, Financial Services, Consumer Lending, Process Improvement, Business Development, Management, Team Building, Recruiting
Education
SUNY Potsdam 2003 — 2007
BA, Psychology
Franklin Academy 1999 — 2002
HS, College Preparatory
JPMorgan Chase & Co. July 2011 - Present
WSFS Bank 2009 - 2009
Skills
Customer Service, Finance, Accounting, Management, Microsoft Excel
Education
Kutztown University of Pennsylvania 2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Business/Management
Discover Financial Services April 2013 - Present
Discover Financial Services August 2010 - April 2013
Discover Financial Services February 2008 - August 2010
First Data Corporation January 2006 - January 2008
WSFS Bank January 2005 - January 2006
First Jersey Mortgage Lending Bank 2004 - 2004
Skills
Training, Credit, Instructional Design, Project Management, Fraud Detection, Collections, Customer Service..., Strategic Planning, Leadership, Process Improvement, Employee Engagement, Management, Needs Analysis, Banking, E-Learning, Workshop Facilitation, Credit Cards, Technical Writing, Instructor-led Training, Financial Services, Strategy, Blended Learning, Training Delivery, Adult Education, ADDIE, Call Centers
Education
Wilmington University 2009 - 2010 2009 — 2012
Organizational Management
University of Delaware 2001 — 2005
Business Administration
Glasgow High School 1998 — 2001
WSFS Bank January 2014 - Present
WSFS Bank 2007 - 2013
WSFS Bank 2002 - 2007
WSFS Bank 1999 - 2002
Skills
Accounting, SEC Financial Reporting, Banking, Regulatory Reporting, Mergers & Acquisitions
Education
Syracuse University 1995 — 1997
Bachelor of Science (B.S.), Economic Crime Investigation
Discover Financial Services February 2001 - Present
WSFS Bank June 1991 - February 2001
Skills
Financial Services, Risk Management, Portfolio Management, Credit Cards, Financial Modeling, Banking, Business Analysis, Credit, Financial Analysis, Financial Risk, Credit Risk, Vendor Management
Education
University of Delaware 2000 — 2002
Master of Business Administration (MBA), Finance and Financial Management Services
Le Moyne College 1990 — 1994
Bachelor's degree, Finance, General
Opera Saratoga May 2015 - Present
Westminster Choir College September 2013 - May 2015
St. Paul's Lutheran Church September 2013 - May 2014
Oberlin College September 2012 - August 2013
Oberlin College September 2012 - August 2013
Oberlin College September 2011 - May 2013
Sanford School January 2010 - February 2010
Oberlin College November 2009 - January 2010
WSFS Bank 2010 - 2010
Law Offices of Joseph Rhoades Esquire June 2008 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Opera, Performing, Teaching, Leadership, Organization, Higher Education, Theatre, Fundraising, Editing, Singing, Music, Nonprofits, Classical, Recitals, Education, Vocal, Pedagogy, Choral, Concerts
Education
Westminster Choir College 2013 — 2015
Master of Music, 2015, Voice Pedagogy and Performance, with distinction (4.0)
Oberlin College 2009 — 2013
Bachelor of Music, Vocal Performance
Sanford School 2006 — 2009
High School Diploma
Associa Mid-Atlantic August 2015 - Present
WSFS Bank April 2012 - August 2015
United Bank of Philadelphia December 2008 - April 2012
Skills
Consumer Loans, Accounting, Customer Service, Retail Banking, Loans, Finance
Education
University of Phoenix 2013 — 2015
Master of Science in Accountancy (M.S.A.), Accounting
Temple University 2005 — 2009
Bachelors of Business Administration, Accounting
WSFS Bank January 2001 - Present
Skills
Portfolio Management, Investments, Financial Services, Financial Planning, Stock Market, Options Strategies, Mutual Funds, ETFs
Education
La Salle University 1995 — 1999
BA
WSFS Bank 2015 - Present
WSFS Bank May 2014 - August 2014
WSFS Bank May 2013 - August 2013
The Source Radio Network January 2013 - May 2013
WSFS Bank June 2012 - August 2012
Skills
Internal Audit, Auditing, Microsoft Excel, Financial Analysis, Accounting, Microsoft Office, Microsoft Word, Public Speaking, Teamwork, Access, Social Media, Radio Broadcasting, Time Management, Account Reconciliation
Education
Mount St. Mary's University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.0
WSFS Bank September 2015 - Present
Fulton Financial Corporation April 2014 - Present
Fulton Financial Corporation July 2013 - April 2014
Five Mile Capital June 2012 - August 2012
Skills
Banking, Bank Secrecy Act, Anti Money Laundering
Education
Lebanon Valley College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Lebanon Valley College 2009 — 2013
Bachelor of Arts in Economics, Economics
WSFS Bank December 2010 - Present
MidCoast Community Bank February 2007 - November 2010
WSFS BANK 2000 - 2007
Skills
Loans, Commercial Lending, Credit, Banking, Small Business Lending, Commercial Mortgages, Commercial Banking, Retail Banking, Credit Analysis, Portfolio Management, Mortgage Lending, Cash Management, Accounting, Cash Flow, Consumer Lending, Credit Risk, Deposits, Financial Analysis, Financial Modeling, Loan Origination
Education
Saint Joseph's University 1990 — 2000
MBA, Finance
Saint Joseph's University 1990 — 1994
finance
Urban Outfitters June 2014 - Present
WSFS Bank December 2012 - May 2014
Saint Joseph's University May 2012 - August 2013
Barclaycard/Paydiant, Inc April 2012 - December 2012
Juvenile Diabetes Research Foundation January 2006 - November 2012
Friends of Jaclyn Foundation September 2011 - March 2012
Wawa, Inc. June 2011 - September 2011
Summerhouse Restaurant and Saloon May 2011 - September 2011
All State Promotions June 2010 - June 2011
Main Line Promotions February 2010 - May 2011
Skills
Email Marketing, Marketing Communications, Public Relations, Fundraising, Public Speaking, Internal Communications, Press Releases, Microsoft Office, Community Outreach, Constant Contact, Salesforce.com, Non-profits, CRM, CheetahMail
Education
Saint Joseph's University 2012 — 2013
Master of Business Administration (MBA), General MBA
Villanova University 2007 — 2011
Business Administration, Marketing, Business Professional Communication
Archmere Academy 2003 — 2007
High School
County Bank Delaware October 2012 - Present
WSFS Bank October 2009 - October 2012
T. Rowe Price April 1999 - April 2002
Skills
Loans, Retail Banking, Commercial Banking, Small Business Lending, Loan Origination, Consumer Lending, Cross Selling, Lines Of Credit, Commercial Lending, Credit Analysis, Credit
Education
University of Maryland College Park 1993 — 1998
Towson University
Bachelor of Science (B.S.)
Aberdeen Asset Management August 2015 - Present
John Hancock July 2013 - July 2015
Wellington Management June 2012 - May 2013
Northeastern University May 2011 - December 2012
GE Aviation January 2011 - July 2011
Brown Brothers Harriman January 2010 - July 2010
WSFS Bank May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Economics, Admissions, Customer Service, Equities, Data Analysis, Investments, Outlook, Facebook, Analysis, Research
Education
Northeastern University 2008 — 2013
BSBA, Business Administration: Finance and Accounting
The London School of Economics and Political Science (LSE) 2010 — 2010
Economics
Melanoma Research Alliance February 2015 - Present
The Aspen Institute January 2012 - January 2015
Woodrow Wilson International Center for Scholars August 2011 - December 2011
WSFS Bank May 2007 - August 2011
The Catholic University of America January 2010 - January 2011
Skills
Community Outreach, Research, Customer Service, Non-profits, Editing, Microsoft Office, Nonprofits, Newsletters, Program Management, Program Development
Education
The Catholic University of America
Bachelor's, Political Science
WSFS Bank August 2013 - Present
WSFS Bank August 2013 - Present
Skills
Sales, Customer Service, Customer Satisfaction, Credit Analysis, Credit, Financial Analysis, Banking, Leadership, Budgets, Sales Management, Training, Process Improvement, Coaching
Education
Saint Joseph's University 2012 — 2016
Bachelor’s Degree, Professional Studies
Upper Darby High School 1989 — 1992
High School
JPMorgan Chase & Co. August 2015 - Present
Blue Hen Economics Club February 2015 - Present
JPMorgan Chase & Co. June 2015 - August 2015
Attorney General Campaign August 2014 - November 2014
WSFS Bank June 2014 - August 2014
Skills
Leadership, Critical Thinking, Communication Skills, Highly motivated..., Microsoft Excel, VBA, Research, Highly Reliable, Highly personable, Enthusiasm to learn, Statistical Modeling, Proposal Writing, MS Excel Pivot Tables, Statistical Data..., Bloomberg, Market Research, Project Management, Regression Analysis, Organized Multi-tasker, Microsoft Office, Benefit Cost Analysis, Minitab, Business Analysis, White Papers, Stock Picking, Spanish, General Ledger, Corporate Social..., Community Service, Sports Enthusiast
Education
University of Delaware 2012 — 2016
Bachelor of Arts (B.A.), Economics
Salesianum School 2008 — 2012
The Edrington Group July 2013 - Present
XpresSpa April 2013 - June 2013
E.P. Dine Inc. May 2012 - April 2013
WSFS Bank October 2007 - April 2012
Skills
Human Resources, Recruiting, Banking, Customer Service, Applicant Tracking..., Sourcing, Retail Banking, Microsoft Office, Management, Coaching, Team Building, Training, Loans, Retail, Performance Management, Coaching Staff, Employee Relations, Onboarding
Education
New York University 2013 — 2016
Masters (MS), Human Resources Development and Organizational Effectiveness
Wilmington University
Bachelor of Science (BS), Business Management, Magna Cum Laude
WSFS Bank January 2014 - Present
Brink’s July 2011 - June 2012
Citizens Bank November 2009 - July 2011
Skills
Public Relations, Public Speaking, Strategic Planning, Marketing Strategy, Market Research, Strategic Communications, Credit Card Fraud, Retail Banking, Content Writing, Sales, Customer Service, Team Leadership, Credit, Financial Services, Banking, Loans, Lines Of Credit
Education
Temple University 2009 — 2013
Bachelor’s Degree, Communication
C.H. Robinson August 2014 - Present
WSFS Bank May 2012 - Present
Bruster's Real Ice Cream and Nathan's Famous Hot Dogs Franchise April 2009 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, PowerPoint, Banking, Business Analysis, Sales, Time Management
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Supply Chain and Information Systems
Kennett High School
WSFS Bank January 2015 - Present
Office of Disciplinary Counsel 2014 - 2014
Office of Disciplinary Counsel 2014 - 2014
oDesk March 2012 - September 2013
Cypress Inn Restaurant 2005 - 2010
The Planet Weekly September 2005 - May 2007
Skills
Creative Writing, Press Releases, WordPress, Social Media, Event Planning, Microsoft Office, Customer Service, Copywriting, Editing, HTML, Facebook, Ebay Sales, Creative Problem Solving, PowerPoint, Microsoft Excel, Social Networking, Legal Research, Legal Writing, Public Speaking, Open Office Writer, Americans with..., Screenwriting, LexisNexis,, Search Engines, Dialogue Editing, Writing, Schedules, Catering, Problem Solving, Multi Tasking, Conflict Resolution, Employee Training, Research, Non-fiction, Non-linear Editing, Voice Over, Voice Acting, Literature, American History, Historical Research, Performing Arts, Arts, Dialects, Westlaw, Statutes, Briefs, Master Scheduling
Education
Widener University School of Law 2013 — 2014
Juris Doctor
University of Alabama 2007 — 2011
Bachelor's degree, English Language and Literature
Minor High School 1997 — 2000
Advanced Academic Diploma, Top 10% of graduating class
EY June 2015 - August 2015
JPMorgan Chase June 2014 - August 2014
WSFS Bank May 2013 - January 2014
Penn State Dance Marathon October 2012 - February 2013
Skills
Teamwork, Leadership, Microsoft Excel, Time Management, Cash Handling Experience, Customer Service, Finance, Data Entry, Financial Analysis, Oral & Written..., Microsoft Office, Accounting, Adaptability
Education
Penn State University 2012 — 2017
Master of Accounting, Accounting and Finance
Charter School of Wilmington 2008 — 2012
eBay Enterprise August 2014 - Present
eBay Enterprise March 2011 - July 2014
GSI Commerce March 2009 - February 2011
GSI Commerce May 2005 - February 2009
Sovereign Bank April 2004 - April 2005
WSFS Bank December 2001 - March 2004
IT consultant Self Employed January 1995 - November 2001
Skills
Project Management, E-commerce, Website Development, Software Development, PMP, Email Marketing, Management, Online Marketing, Software Project..., Business Analysis, Web Analytics, Project Portfolio..., Vendor Management, SDLC, Online Advertising, IT Management, PMO, Agile Project Management, Business Process, Strategic Leadership, Team Building
Education
Pennsylvania State University-Great Valley Graduate Center 2004 — 2005
PMI Certificate prep
City of Newark January 2011 - Present
WSFS Bank June 2015 - August 2015
Highmark Inc. June 2014 - August 2014
WSFS Bank June 2013 - August 2013
Amazon July 2011 - January 2012
Walt Disney World June 2010 - December 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Statistics, Leadership, Analytics, Customer Service, Financial Analysis, Time Management, Analysis, Teamwork, Access, Data Analysis
Education
University of Delaware 2011 — 2015
Bachelor's degree, Mathematics
WSFS Bank May 2008 - Present
Chemical Waste Management February 1988 - December 1995
Martin Marietta Denver Aerospace October 1985 - December 1987
E. I. du Pont de Nemours & Co. , Inc. August 1980 - October 1985
Skills
Banking, Loans, Small Business Lending, Credit, Commercial Banking, Retail Banking, Portfolio Management, Business Development, Customer Service, Commercial Lending, Loan Origination, Credit Analysis, Consumer Lending, Cash Management, Lines Of Credit
Education
West Chester University of Pennsylvania 2013 — 2015
M.A. Geoscience
University of Delaware 1998 — 2002
M.Ed., Secondary Science Education
University of Denver 1983 — 1987
M.B.A., Finance
Washington and Lee University 1976 — 1980
B.A., Geology
Wilmington Friends School
WSFS Bank October 2014 - Present
Delaware Hop Scene March 2012 - Present
ShureLine Construction, Inc October 2013 - October 2014
DDP Roofing Services, Inc. April 2012 - October 2013
Intimateweddings.com March 2012 - May 2012
Juvenile Diabetes Research Foundation September 2011 - March 2012
Delaware Center for the Contemporary Arts September 2011 - December 2011
Adoptions From The Heart January 2011 - August 2011
AutoTeam Delaware July 2008 - July 2010
Otto's BMW October 2006 - July 2008
Skills
Social Media Marketing, Marketing, Social Media, Event Planning, Event Management, Marketing Strategy, Management, Fundraising, Online Marketing, Marketing Communications, Marketing Management, Email Marketing, Product Marketing, Marketing Research, Digital Marketing, Non-profits, Non-profit Marketing, Non-profit..., Public Relations, Managing Employees, Managing Budget, Financial Reporting, Report Writing, Report Generation, Event Marketing, MBA, Project Coordination, Database Management, Travel Planning, Sales Process, Hospitality Management, Sales Management, Social Media Monitoring, Microsoft Office, Apple, CRM software, Customer Relations, Project Management, SEO, SEM, MCIF, Business Analytics
Education
Wilmington University 2012 — 2013
Master of Business Administration (MBA), Management Information Systems
Wilmington University 2010 — 2012
Master's Degree in Business Administration, Business Administration with a Concentration in Marketing
Delaware Technical and Community College 2009 — 2010
Certificate, Web Development and Design
University of Delaware 2000 — 2002
Bachelor of Science, Business With a Concentration in Hotel, Restaurant and Institutional Management
Stockton University 1996 — 2000
B.S., Business/Marketing
Cumberland Regional High School 1992 — 1996
High School Diploma, Honors, Advanced Placement
TMNA Services, LLC. October 2011 - Present
WSFS Bank October 2010 - September 2011
Royal Bank America 2006 - 2010
Skills
Project Management, Program Management, IT Management, Data Center, Servers, Business Continuity, Business Intelligence, SDLC, Virtualization, Networking, Information Security, Analytics, PMO, Agile & Waterfall..., Property & Casualty..., Banking, IT Infrastructure..., Regulatory Compliance, IT Security Policies, IT Audits, Databases, Kimball Methodology, Application Development, UAT coordination, Business Requirements, Test Cases, Resource Motivation, Team Leadership, Information Technology, Vendor Management, SharePoint, Troubleshooting, Strategy, Management, Technical Support, Visio, Project Portfolio..., Leadership, IT Strategy, Integration, Data Warehousing, IT Service Management, Disaster Recovery, Infrastructure, IT Operations, Requirements Analysis, Requirements Gathering, Enterprise Architecture, Software Project..., ITIL
Education
Saint Joseph's University - Erivan K. Haub School of Business 2013 — 2014
Master of Business Administration (MBA), GPA - 3.8
Western Governors University
Bachelors, Information Technology
F.N.B. Corporation January 2014 - Present
Florida Institute of Technology September 2012 - Present
Maryland Defense Force 2012 - Present
Cypress Capital Management, LLC January 2011 - October 2011
WSFS Bank 2009 - 2011
SEI Insurnace 2007 - 2009
New Garden Township 2000 - 2009
SEI 2007 - 2008
Wachovia Securities, LLC 1998 - 2007
State Farm Insurance 1987 - 1998
Skills
Investments, Portfolio Management, Customer Relations, Asset Allocation, New Business Development, Banking, Marketing Strategy, Strategic Planning, Business Strategy, Team Building, Team Management, Organizational..., Research, Market Research, Non-profits, NGOs, Budget Analysis, Budget Management, Financial Planning, Financial Analysis, Financial Management, Equity Research, Fixed Income, Mentoring, Local Government, Volunteer Management, Non-profit Development, Wealth Management, Budgeting, M&A due diligence, Economic Research, Insurance, Commercial Insurance, Sales Management, Higher Education, Military Operations, Emergency Management, Strategic Financial..., Managerial Finance, Budgets, Government, Due Diligence, Analysis, Project Planning, Risk Management, Securities, Nonprofits, Customer Service, Finance, Policy
Education
Wilmington College 2008 — 2013
Doctorate, Business Administration
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2005
MS, Finance/Financial Services
Salisbury University 1981 — 1986
BA, Political Science
Arundel 1978 — 1981
HS Diploma, Regular/General High School/Secondary Diploma Program
WSFS Bank June 2013 - Present
Saint Joseph's University May 2008 - Present
Wilmington Trust Company July 2007 - May 2013
Law Debenture Trust Company of New York September 2003 - July 2007
JPMorgan Chase Bank October 2001 - August 2003
The Bank of New York May 2000 - October 2001
U.S. Bank Trust National Association March 1999 - May 2000
Chase Manhattan Trust Company N.A. 1996 - 1999
Mellon Bank 1996 - 1998
Corestates 1994 - 1996
Skills
Loans Administration, Project Finance, Restructuring, Litigation, Corporate Finance, Bankruptcy, Investment Banking, Financial Analysis, Risk Management, Leadership, Finance, Structured Finance, Mergers & Acquisitions, Financial Risk, Bonds, High Yield, Valuation, Mergers, CRM, Sales, Investments, Marketing, Capital Markets, Financial Services, Securities, Loans, Hedge Funds, Due Diligence, Financial Modeling, Portfolio Management, Alternative Investments, Financial Advisory, Banking, Default, Equities, Private Equity, Fixed Income, Bloomberg, Management, Asset Management, New Business Development, Corporate Trust, Credit, Client Development, Financial Structuring, Credit Analysis, Relationship Management
Education
Temple University - Fox School of Business and Management 1999 — 2001
MBA
Temple University - Fox School of Business and Management 1999 — 2001
MS, Finance
Saint Joseph's University 1988 — 1991
B.S., Finance
City of Wilmington, DE March 2015 - Present
WSFS Bank May 2013 - December 2014
Kelly Services December 2011 - May 2013
Kelly Services January 2011 - September 2011
Asher and Company January 2008 - April 2010
Bayhealth Medical Center July 1999 - October 2007
Skills
Auditing, Accounting, Internal Audit, SOX Compliancy, SOX 404, Sarbanes-Oxley Act, Internal Controls, Account Reconciliation, GAAP, Finance, Financial Reporting, Financial Analysis, Analysis, Financial Statements, Budgets
Education
Wilmington College 2004 — 2007
MBA
Wesley College 1999 — 2003
BS, Accounting
Salisbury University - Perdue School of Business 1997 — 1999
BS, Business Administration; Minor in English
University of Delaware 1995 — 1997
Business
Sussex Central
Sussex Central
AeroGrow International November 2014 - Present
Freelance Designer January 2009 - Present
Ibotta, Inc. November 2014 - February 2015
WSFS Bank January 2011 - June 2014
Inter-Arch March 2007 - July 2009
Skills
Graphic Design, Adobe Creative Suite, Sketching, Rendering, Interior Design, Interior Architecture, Space planning, Drawing, Space-planning, Brand Development, Logo Design, InDesign, Photoshop, Illustrator
Education
Moore College of Art and Design 2011 — 2012
Digital Media for Print & Web Certificate, Print & Web Design
Syracuse University 2001 — 2006
Bachelor in Visual Arts, Interior Design
WSFS Bank February 2010 - Present
TechVizion January 2009 - March 2010
T. Rowe Price July 2005 - December 2008
Capital One Financial December 2002 - July 2005
J.P. Morgan September 1995 - December 2002
Goldman Sachs & CO. September 1983 - September 1995
Skills
Innovative Problem..., Strategic Thinker, Retail Banking, Investment Management, Vendor Management, Portfolio Management, Financial Services, Asset Managment, Business Analysis, Banking, SDLC, IT Strategy, Program Management, IT Management, Strategy, Strategic Thinking, Asset Management, Outsourcing, Technology Leadership, Change Management, Business Continuity, Private Banking, Enterprise Architecture, Consulting, Management, Executive Management, Leadership, Disaster Recovery, Competitive Analysis, Senior Executive..., Analytics, Business Process, Risk Management, Information Technology, PMP, Integration, Strategic Planning, Process Improvement, Project Management, Business Intelligence, Loans, Equities, PMO, Governance, Analysis, Business Process..., Project Planning, Mergers & Acquisitions, CRM
Education
Rensselaer Polytechnic Institute 1975 — 1979
BS
NYU Polytechnic 1994 — 1996
MS
WSFS Bank November 2014 - Present
Vaco Resources April 2014 - November 2014
SugarHouse Casino February 2011 - January 2014
Atlantic City Hilton Casino Resort August 2009 - February 2011
Professional Capital Services, LLC April 2006 - November 2008
NF Clearing, Division of Fidelity Investments April 1990 - March 2006
Fiserv Securities, Inc. April 1990 - December 2004
First Fidelity Bancorporation 1988 - 1990
Midlantic Bank/South 1986 - 1988
Skills
Accounting, General Ledger, Financial Reporting, Cash Management, Payroll, Budgets, Account Reconciliation, Finance, Invoicing, Internal Controls, Forecasting, Variance Analysis, Sarbanes-Oxley Act, Financial Analysis, Internal Audit, Banking, Management
Education
Rutgers University – Camden 1989 — 1991
Pursued Graduate Studies in Management
York College of Pennsylvania 1982 — 1986
BS
AAA Mid-Atlantic April 2009 - April 2014
WSFS Bank March 2007 - December 2008
Bank of America / MBNA 1990 - 2006
First USA Bank November 1988 - April 1990
Skills
Financial Services, Marketing, Digital Marketing, Process Improvement, Product Development, Strategic Planning, Integrated Marketing, Strategy, Direct Marketing, Business Development, New Business Development, CRM, Leadership, Start-ups, Database Marketing, Segmentation, Mobile Marketing, Marketing Strategy, Lead Generation, Account Management, Competitive Analysis, Multi-channel Marketing, Business Strategy, Product Management, Strategic Partnerships, Email Marketing, Brand Development, Program Management, SEO, Market Research, Customer Retention, Management, Sales, Salesforce.com, Marketing Communications, E-commerce, Advertising, Direct Mail, Web Analytics, Analytics, B2B, Online Advertising, Executive Management, Budgets, Social Media Marketing, Business Process..., Analysis, Online Marketing, SEM, Finance
Education
University of Delaware 1986 — 1990
MBA
University of Delaware 1979 — 1984
BS
University of Delaware - Lerner College of Business and Economics 2006 — 2007
CFP Education
Hewlett-Packard Cloud 2014 - Present
Charles Schwab 2010 - 2014
Applied Materials 2008 - 2010
JPMorgan Chase 2006 - 2008
JPMorgan Chase 2005 - 2006
WSFS Bank January 2003 - December 2004
Skills
Excel, Macro, VBA, Valuation, SAS, SQL, SQL*Plus, PowerPoint, Essbase, SAP, Oracle Reports, Hyperion, Business Objects, Business Analysis, Financial Analysis, Strategic Planning, Business Strategy, Credit Risk, Credit Analysis, Banking, Credit Cards, Data Analysis, Financial Reporting, Forecasting, Microsoft Office, Product Development, Bloomberg Terminal, Thomson One, Risk Management, Teamwork, Analysis, Strategy, Microsoft Excel, Financial Modeling, Finance, Strategic Financial..., Vendor Management, Management, Financial Risk, Hyperion Enterprise, Financial Planning
Education
University of Delaware 2002 — 2004
MBA
University of Delaware - Lerner College of Business and Economics 2002 — 2004
WSFS Bank April 2006 - Present
Nautica USA May 2005 - April 2006
Bed Bath and Beyond December 2003 - March 2005
Bed Bath and Beyond December 2003 - March 2005
Education
Kutztown University of Pennsylvania 2000 — 2003
Criminal justice
Amtrak March 2015 - Present
Apple July 2014 - March 2015
Amtrak April 2008 - March 2015
Amtrak September 2003 - March 2008
Amtrak February 2003 - September 2003
Amtrak November 2001 - February 2003
Amtrak August 1999 - November 2001
WSFS Bank June 1998 - June 1999
Amtrak July 1995 - July 1997
Amtrak 1995 - 1995
Skills
Aircraft recognition, Writing, Program Management, Project Planning, Analysis, Strategic Planning, Contract Management, Transportation, Forecasting, Rail, Government, Management, Business Process..., Procurement, Operations Management, Logistics, Process Improvement, Public Transport, Railway, Business Development, Transportation Planning, Media Relations, Change Management, Budgets, Contract Negotiation, Project Management, Business Strategy, Supply Chain, Financial Modeling, Access, Transportation..., Leadership, Supply Chain Management, Performance Measurement, Operations Research, Business Modeling, Financial Analysis, Risk Management
Education
University of Delaware - Lerner College of Business and Economics 1997 — 1999
M.B.A., Marketing
Trinity College-Hartford 1989 — 1993
B.A., History (Modern American Diplomacy)
Tower Hill School 1985 — 1989
High School, Standard fare
MSC Industrial June 2005 - Present
AM Best 2003 - 2005
WSFS Bank 2001 - 2003
Skills
Sales, Budgets, Customer Service, Manufacturing, Procurement, Account Management, Cold Calling, Sales Operations, Sales Process, New Business Development, Sales Management, B2B
Education
Saint Joseph's University 1998 — 2002
BS
WSFS Bank February 2015 - Present
JP Technology Services June 2013 - Present
WSFS Bank October 2012 - Present
Deloitte March 2010 - October 2012
WSFS Bank December 2005 - April 2010
WSFS Bank December 2005 - March 2010
CSC March 2005 - December 2005
CSC May 2004 - March 2005
Skills
Information Security, Network Security, Penetration Testing, Vulnerability Assessment, Security, Intrusion Detection, Computer Security, CEH, IDS, Linux, Data Security, Incident Response, CISSP, Computer Forensics, Malware Analysis, Backtrack, VoIP, Security Policy, Vulnerability Management, Metasploit, PCI DSS, Security Architecture..., Security Audits, IPS, ISO 27001, Python, Incident Handling, Security Analysis
Education
Wilmington University 2014 — 2016
Master's of Science in Homeland Security; InformationAssurance, Information Assurance & Network Security
Strayer University 2011 — 2013
B.S, Computer Information Systems; Network Security, 2013
Strayer University 2008 — 2010
Associates, Computer Information Systems
Continental Finance October 2005 - Present
Liberty Card Services, LLC September 2005 - Present
Applied Card Systems July 1997 - October 2005
WSFS Bank July 1989 - June 1995
Skills
Banking, Credit Cards, Credit, Payments, Financial Analysis, Financial Reporting, Loans, Risk Management, Executive Management, Portfolio Management, Enterprise Risk..., Operational Risk..., Accounting, Credit Risk, Cash Management, Financial Risk, Budgets, Strategic Financial..., Financial Services
Education
University of Delaware 1984 — 1988
BSAC, Accounting
Mallard Financial Partners Inc January 2014 - Present
Pension Management Co. November 1985 - Present
Mallard Advisors, LLC May 2008 - December 2013
Mink Tax Preparation January 1988 - April 2010
WSFS Bank March 1973 - November 1985
Education
The University of Delaware 2007 — 2008
Certificate of Financial Planning, Financial Planning and Services, Tied for top of class.
Salisbury University 1966 — 1972
Bachelor’s Degree, Mathematics and Economics
Monroe Bancorp Executive Vice President & CFOMonroe Bank1996 - Present
WSFS Bank 1983 - 1996
Education
Susquehanna University 1971 — 1975
BS - Busiiness, Marketing/Finance
Computer Aid, Inc. September 2011 - Present
WSFS Bank April 2006 - September 2011
Computer Aid, Inc. January 2000 - March 2006
Catapult Software Training March 1999 - February 2000
MBNA America June 1992 - March 1999
Skills
Instructional Design, Change Management, ServiceNow, Training, Team Building, Leadership, Organizational..., Process Improvement, Workshop Facilitation, Team Leadership, System Administration, E-Learning, Performance Management, Software Documentation, Program Management, Visio, Call Centers, MS Project, Leadership Development, PMO, Employee Engagement, Business Analysis, Coaching, Onboarding, Project Management, Data Analysis, Strategic Planning, Banking, Requirements Analysis, SDLC
Education
University of Delaware 2007 — 2010
MBA
University of Delaware - Lerner College of Business and Economics 2007 — 2008
MBA
University of Delaware 1993 — 1997
BA, Psychology
WSFS Bank SVP, Human Resouces and TrainingNexTier Bank2003 - 2007
Education
La Roche College
WSFS Bank February 2015 - Present
Continental Bank March 2005 - February 2015
Univest 2004 - 2005
Progress Bank 1998 - 2004
American Heritage Federal Credit Union 1995 - 1998
Skills
Banking, Social Media, Sales, Advertising, Training, Customer Service, Real Estate, Marketing Strategy, Marketing Communications, Product Development, Product Marketing, Marketing Management, Strategic Planning, Marketing
Education
La Salle University 2007 — 2012
Master of Business Administration (MBA), Management
Millersville University of Pennsylvania 1991 — 1995
Bachelor of Science (B.S.), Marketing
ABA School of Marketing
Certified Financial Marketing Professional
WSFS Bank August 2015 - Present
Beneficial Bank April 2015 - August 2015
Beneficial Bank August 2014 - April 2015
Beneficial Bank January 2013 - August 2014
Sun National Bank June 2011 - January 2013
Sun National Bank February 2008 - June 2011
Sun National Bank February 2008 - February 2008
Education
Mount St. Mary's University 1999 — 2003
Lockheed Martin 2009 - Present
WSFS Bank 2005 - 2007
Skills
Active Directory, Virtualization, ITIL, Servers, Data Center, Windows, SQL Server, Business Continuity, Windows Server, Architecture, SQL, Security, VMware, System Administration, Network Security, System Deployment, Disaster Recovery, VMware ESX, Citrix
Education
New England College 1990 — 1991
FirstMerit Bank April 2014 - Present
Flagstar Bank June 2010 - February 2014
WSFS Bank September 2001 - April 2009
Sovereign Bank 1998 - 2001
Jefferson Bank 1979 - 1998
Skills
Financial Services, Process Improvement, Loans, Banking, Commercial Banking, Executive Management, Risk Management, Management, Vendor Management, Integration, Strategy, Strategic Planning, Business Strategy, Leadership, Team Building, Contract Negotiation, Budgets, Mergers & Acquisitions, Business Process, Portfolio Management, Negotiation, Business Analysis, Finance, Financial Analysis, Change Management, Investments, Team Leadership
Education
Penn State University 1975 — 1979
Bachelor of Science (BS), Economics
WSFS Bank February 2012 - Present
Aflac February 2009 - January 2012
Happy Harry's/Walgreens February 1978 - June 2007
Happy Harry's, Inc. 1978 - 2007
Skills
Team Building, Customer Service, Merchandising, Retail, Budgets, Management, Inventory Management, Training, Product Development, Sales, Recruiting, Performance Management, Store Management, Human Resources, Customer Satisfaction
Education
University of Delaware 1972 — 1976
B.S., Plant Science
WSFS Bank 2004 - Present
WSFS Bank 2001 - 2004
WSFS Bank 2000 - 2001
WSFS Bank 1997 - 2000
WSFS Bank 1984 - 1991
Skills
Disaster Recovery, Vendor Management, Banking, Business Continuity, Data Center, Loans, Risk Management, Process Improvement, IT Management, Virtualization, Change Management, Security, ITIL, Financial Services, Business Analysis, Team Building, IT Operations, Integration, Financial Analysis, SDLC, System Deployment, Enterprise Software, VMware, Management, IT Strategy, Information Technology, Business Intelligence, Budgets
Education
Wilmington University 1994 — 1996
Masters, Education
University of Delaware 1980 — 1983
BS, Economics
WSFS Bank April 2015 - Present
Susquehanna Bank January 2013 - April 2015
Nova Bank January 2006 - December 2012
Skills
Retail Banking, Consumer Lending, Banking, Small Business Lending, Risk Management, Commercial Banking, Commercial Lending, Credit, Portfolio Management, Loans, Lines Of Credit, Mortgage Lending, Underwriting, Credit Analysis, Credit Risk, Cash Management, Branch Banking, Commercial Mortgages, Internet Banking, Cross Selling, Loan Origination, SBA, Refinance, Branch Management, SBA 504, Deposits, Credit Cards, Financial Services, Bank Secrecy Act, Real Estate Financing, Coaching, Team Building, Customer Service, Cash Flow Lending, Relationship Management, Wealth Management, Mortgage Banking, Financial Analysis, Construction Loans, Asset Based Lending, Financial Risk, AML, ACH, Treasury Management, Loan Servicing, KYC, Residential Mortgages, Financial Structuring, Mortgage Underwriting, OFAC
Education
Penn State University
Saint Joseph's University
Bachelor of Science (BS), Marketing/Management
Dziura Compliance Consulting June 2015 - Present
BNY Mellon March 2015 - May 2015
BNY Mellon April 2013 - February 2015
Cipperman Compliance Services, LLC and Cipperman & Company, LLC March 2012 - April 2013
BNY Mellon September 2010 - February 2012
BNY Mellon March 2008 - September 2010
WSFS Bank May 2005 - March 2008
Skills
Compliance, Regulatory Filings, Internal Audit, Securities Law, Auditing, SOX, Internal Controls, Mutual Funds, AML, Corporate Governance, Due Diligence, Equities, Financial Services, Legal Research, Sarbanes-Oxley Act, Securities, Securities Regulation
Education
Widener University School of Law 2006 — 2009
JD, Law
McDaniel College 2001 — 2005
B.A, Business Administration and Economics
St. Mark's High School 1997 — 2001
WSFS Bank January 2015 - Present
Protiviti June 2014 - December 2014
Solomon Edwards Group October 2010 - January 2014
Shechtman Marks Devor PC September 2004 - May 2009
Skills
Litigation Support, Compliance, Due Diligence, Investigations, Internal Controls, Audit, Risk Management, Excel, Accounting, Fraud, Financial Analysis, Microsoft Office, Management Consulting, Supervisory Skills, Forensic Accounting, PowerPoint, Banking, Documentation, Internal Audit, Word, Outlook, Risk Assessment, Compliance Audits, Financial Reporting, Certified Fraud Examiner, Auditing, GAAP, Tax, Financial Accounting, Corporate Fraud..., CPA, Sarbanes-Oxley, Enterprise Risk...
Education
Rowan University 1991 — 1994
Bachelors, Business Administration/Accounting
Barclaycard October 2008 - Present
Bank of America January 2006 - October 2008
MBNA AMERICA 1996 - 2006
WSFS Bank 1994 - 1996
Skills
Credit Cards, Operational Risk, Compliance, Operational Risk..., Banking, Financial Services, Credit, Relationship Management, Management, Financial Risk, Fraud, Credit Risk, Risk Management, Process Improvement, KYC
Education
Susquehanna University 1990 — 1994
BS, Business Administration - Finance
WSFS Bank February 2015 - Present
WSFS Bank January 2013 - February 2015
WSFS Bank July 2007 - December 2013
National Association of Home Builders October 2006 - June 2007
National Association of Home Builders December 2005 - October 2006
American Forest & Paper Association, Inc September 2003 - December 2005
Skills
Digital Marketing, Public Relations, Marketing, Microsoft Office, Team Building, Internal Communications, Social Media Marketing, Digital Media, Digital Strategy, Brand Management, Corporate Identity, Corporate Branding, Merchandising, Email Marketing, Marketing Communications
Education
University of Delaware 1999 — 2003
Bachelor of Arts in Communication; Minor in Political Science, Concentration in Public Relations, Mass Communication/Media Studies
J.E. Berkowitz, LP July 2012 - Present
Brandywine CAD Design June 2010 - March 2012
Brandywine CAD Design February 2010 - March 2012
Brandywine CAD Design, Inc. August 2008 - March 2012
Brandywine CAD Design August 2008 - February 2010
Cash Connect/ WSFS Bank February 2005 - August 2008
Cash Connect 2004 - 2008
WSFS Bank August 2001 - February 2005
Skills
AutoCAD, Construction Documents, Construction Drawings, SketchUp, Architectural Design, AutoCAD Architecture, Architectural Drafting, Green Building, Microsoft Office
Education
Delaware Technical Community College 2001 — 2004
Associates, Architectural Engineering
Temple University
Architecture; B.S, Facilities Management
Fibrocell Science July 2015 - August 2015
WSFS Bank May 2014 - May 2015
CDI Corporation December 2013 - February 2014
NRG Energy May 2007 - April 2013
Toys R Us October 2004 - October 2006
Footstar 2000 - 2004
Skills
10K, 10Q, US GAAP, Hyperion HFM, Outlooksoft, SAP BPC, Lawson General Ledger, JDE Enterprise One, Transcentive, Easi, Webfilings, Microsoft Excel, Microsoft Word, PowerPoint, Comperio, SEC filings, Financial Reporting, GAAP, General Ledger, Accounting, Financial Statements, Sarbanes-Oxley Act, CCH Research, SEC Financial Reporting, Workiva
Education
Montclair State University 2000 — 2005
Accounting MBA, Accounting, 3.6
West Virginia University 1987 — 1990
Bachelor of Science (BS), Corporate Finance, 3.1
Hopatcong High School
Alliance Bancorp Inc. of Pennsylvania October 2011 - Present
WSFS Bank January 2009 - October 2011
Sovereign Bank November 1997 - January 2009
Skills
Credit, Financial Analysis, Customer Relations, Portfolio Management, Loans, Commercial Banking, Credit Analysis, Credit Risk, Risk Management, Real Estate, Budgets, Loan Origination, Commercial Mortgages, Investment Properties, Commercial Real Estate, Banking, Customer Service, Consumer Lending, Small Business Lending, Commercial Lending, Mortgage Lending, Finance, Retail Banking
Education
Saint Joseph's University 1999 — 2006
B.S., Finance
Saint Joseph's University
Finance, Finance, General
WSFS Bank October 2012 - Present
Data Base Systems International September 2009 - August 2011
GSI Commerce 2006 - 2009
Education
Paramas, NJ Emergency Medical Techician School 1997 — 1997
University of Bridgeport 1989 — 1991
BS, Social Sciences
WSFS Bank June 2015 - Present
WSFS Bank June 2014 - June 2015
Fulton Financial Corporation December 2012 - June 2014
McGladrey April 2012 - December 2012
Stonebridge Bank June 2011 - May 2012
Stonebridge Bank October 2010 - June 2011
Stonebridge Bank June 2009 - October 2010
Skills
AML, Bank Secrecy Act, Banking, Fraud, Internal Audit, Compliance Audits, Risk Assessment, Auditing, Policy, Fraud Prevention, Risk, Financial Risk, Risk Management, Enterprise Risk..., Sarbanes-Oxley Act, Credit Risk, USA PATRIOT Act, Loans, KYC, IT Audit, Credit, Governance, Internal Controls, Quality Auditing, Anti Money Laundering
Education
Penn State University 2005 — 2009
B.S., Economics
WSFS Bank March 2012 - Present
WSFS Bank August 2006 - March 2012
Commercial Chemical Company 1983 - 2009
StarCite 2005 - 2007
ARAMARK 2000 - 2005
Laser's Edge, Inc. May 1993 - February 1999
Wilmington Trust 1980 - 1994
Skills
Banking, Retail Banking, Project Management, Vendor Management, Trust Services, Change Management, Portfolio Management, Financial Services, Business Analysis, Risk Management, Commercial Lending, SDLC, Relationship Management, Human Resources, Commercial Banking, Management, Credit, Financial Analysis, PMO, Project Portfolio..., Call Centers, ITIL, Strategy, Team Building, Business Process..., Process Improvement, Loans
Education
University of Delaware
Bachelor of Science (BS), Business Administration and Management, General
Santander Bank, N.A. June 2014 - Present
WSFS Bank February 2014 - May 2014
Steel City Capital Funding May 2005 - November 2013
PNC Business Credit April 2000 - January 2005
Bank of America Commercial Finance August 1999 - April 2000
Mellon Business Credit June 1996 - September 1999
Mellon Business Credit November 1988 - July 1996
Skills
Portfolio Management, Credit, Mergers & Acquisitions, Finance, Commercial Banking, Financial Analysis, Accounting, Loans, Asset Based Lending, Financial Structuring, Auditing, Cash Flow Lending, Corporate Finance, Private Equity, Mergers, Cash Flow, Structured Finance, Risk Management, Commercial Lending, Credit Analysis, Negotiation, Underwriting, Problem Solving, Credit Risk, Account Management, Business Analysis, Leadership, Business Strategy, Time Management, Team Leadership, Writing
Education
Temple University - Fox School of Business and Management 1976 — 1981
BBA, Accounting
XL Group June 2013 - Present
XL Insurance October 2011 - June 2013
XL Group plc July 2005 - October 2011
The Bancorp Bank 2004 - 2005
WSFS Bank 2002 - 2003
WSFS Bank 2000 - 2002
WSFS Bank 1995 - 2000
Skills
Risk, Risk Management, Compliance, SOX, Internal Controls, Data Quality, Quality Controls, Six Sigma, MGA & TPA Audits, Quality Assurance, Cross-functional..., Teamwork, Lean Tools, Financial Risk, Sarbanes-Oxley Act, Insurance, Management, Business Process, Finance, Enterprise Risk..., Process Improvement
Education
Saint Joseph's University 1989 — 1991
MBA, Finance
West Chester University of Pennsylvania 1982 — 1986
Bachelor of Science, Business
WSFS Bank
Skills
Loans
Education
Liberty University 1980 — 1983
Education
WSFS Bank May 2015 - Present
Guilford Savings Bank February 2014 - May 2015
Guilford Savings Bank October 2008 - January 2014
Skills
Retail Banking, Customer Service, Time Management, Retail Sales, Retail Marketing, Staff Development, Job Coaching, Sales Management, Sales Process, Leadership, Loan Origination, Management, Marketing, New Business Development, Operations Management, Public Speaking, Strategic Planning, Team Building
Education
Connecticut School of Finance and Managment 2010 — 2012
Penn State University 1989 — 1992
Bacholers of Science, Social Sciences and Education
Fannie Mae May 2010 - Present
Gilpin, Van Trump, & Montgomery Inc February 2006 - May 2010
Wells Fargo Home Mortgage 2001 - 2006
WSFS Bank 1997 - 2001
Education
University of Delaware 1993 — 1996
BS
WSFS Bank AVP, Retail Office ManagerWSFS BankMarch 2003 - February 2015
Skills
Team Building, Small Business, Commercial Banking, Credit, Investments, Credit Analysis, Retail, Personal Finance, Retail Banking, Loans, Banking, Small Business Lending, Credit Cards, Commercial Lending, Lines Of Credit, Customer Service
Education
University of Delaware - Lerner College of Business and Economics 1983 — 1984
BA in Economics, Business/Managerial Economics
Randolph-Macon College 1981 — 1982
Two years undergraduate studies, Business Administration and Management, General
Salesianum School, Wilmington, Delaware 1977 — 1980
Diploma, College Prep
EndoscopyMD Business Development/MarketingMendenhall Financial & Insurance ServicesNovember 2006 - October 2009
WSFS Bank August 2005 - November 2006
Skills
Market Development, Medical Devices, Sales Operations, Sales Management, New Business Development, Capital Equipment, Sales, Operating Room, Product Launch
Education
Lehigh University - College of Business and Economics
Bachelor's degree, Finance & Law
Villanova University
Project Manager's Certification Program
Royal Bank America August 2012 - Present
WSFS Bank 1998 - 2000
Skills
Mergers, Strategic Financial..., Asset Managment, Internal Controls, Financial Institutions, Forecasting, Press Releases, Sarbanes-Oxley Act, Auditing, Internal Audit, Process Improvement, Executive Management, Financial Analysis, Banking, Cash Management, Finance, Risk Management
Education
The John Marshall Law School 1976 — 1981
Doctor of Law (J.D.), General Studies
University of Chicago 1974 — 1976
Master of Business Administration (MBA), Finance, General
Purdue University - Krannert School of Management 1966 — 1971
Bachelor of Science (BS), Business/Managerial Economics
American Society of Cataract and Refractive Surgery November 2013 - Present
freelance proofreading, copyediting, book design July 2012 - Present
The Rowman & Littlefield Publishing Group, Inc. April 2012 - February 2013
The Back Clinic Inc. May 2011 - April 2012
Mitchell Lane Publishers Inc. July 2007 - April 2012
WSFS Bank June 2007 - July 2008
Dr. Christian Franck D.D.S. Family Dental Practice June 2002 - July 2004
Skills
Social Media, InDesign, Copy Editing, Proofreading, Creative Writing, Adobe Acrobat, Publishing, Blogging, Adobe Creative Suite, AccountEdge, Administrative Work, AMA style, Analytical Skills, APA style, Chicago Style, Children's Books, copywriting, Creativity Skills, Crisis Management, Customer Service, Doc Zone, Ebay Sales, Employee Training, English Literature, Fact-checking, Graphic Design, History, Internet Resources, Leadership, Mac OS X, Microsoft Office, Online Research, Organization, PC, Photoshop, Project Management, Public Speaking, Religious Organizations, Research, Shipping, Team Problem Solving, Typesetting, Typing, Unity, Volunteering, Writing, Copywriting
Education
University of Delaware 2005 — 2009
Bachelor of Arts (BA), History, English, Latin and Greek Studies
Charter School of Wilmington 2001 — 2005
High school diploma, Science, Mathematics
WSFS Bank June 1994 - Present
Skills
Loans, Credit, Small Business Lending, Sales Management, Sales, Microsoft Excel, Banking, Customer Service, Coaching, Retail Banking, Team Building, Public Speaking, Business Development, Commercial Banking, Commercial Lending, Consumer Lending, Mortgage Lending, Branch Banking
Education
Neumann College 1988 — 1992
BA, Elementary Education
McKean High School
WSFS Bank December 2007 - Present
Skills
Business Analysis, Banking, Business Requirements, System Administration, Analysis, Business Process, Business Process..., Financial Services, Requirements Gathering, Requirements Analysis, Risk Management, Vendor Management, SDLC
Education
St. John's University
WSFS Bank 2010 - Present
Communities in Schools of Delaware August 2009 - July 2010
Public Allies August 2009 - June 2010
Marshall University February 2004 - July 2005
Skills
Budgets, Commercial Banking, Financial Analysis, Risk Management, Credit, Policy, Research, Market Research, Management, Finance
Education
Marshall University 2005 — 2009
Bachelor of Business Administration (BBA), Economic
WSFS Bank July 2011 - Present
Fiserv Credit Union Solutions May 2007 - July 2011
Skills
ITIL v3 Foundations..., HDI Support Center..., Windows 7, Windows Server, Microsoft Exchange, Active Directory, MDT, SCCM, Mobile Device Management, Visio, Customer Service, Banking, Process Improvement, ITIL, Technical Support
Education
Temple University
University of Delaware, BHLP July 2015 - Present
WSFS Bank June 2015 - Present
Grotto Pizza May 2012 - June 2015
Skills
Marketing, Social Media, Customer Service, Communication, Microsoft Word, Teamwork, Microsoft Office, Time Management, Social Networking, Microsoft Excel
Education
University of Delaware 2014 — 2018
Marketing, Marketing
University of Delaware - Lerner College of Business and Economics 2014 — 2018
Marketing, Sophomore