| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
EVP & Chief Lending Officer |
Huntingdon Valley Bank |
Philadelphia, PA |
Dec 2019–Present |
1 yr 6 mos |
| 2 |
EVP Business Banking |
Huntingdon Valley Bank |
Philadelphia, PA |
Feb 2019–Present |
2 yrs 4 mos |
| 3 |
Adjunct Professor |
Drexel University's Charles D. Close School of Entrepreneurship |
Philadelphia, PA |
Dec 2018–Present |
2 yrs 6 mos |
| 4 |
Principal | Commercial Banking Strategist | nCino System Integrator | Salesforce.com for Bankers |
Connelly Strategy Group |
Bensalem, PA |
Jul 2018–Present |
2 yrs 11 mos |
| 5 |
Commercial Banking Consultant | Sales, Market Development and Product Strategies |
Connelly Strategy Group |
Greater Philadelphia Area |
Jul 2018–Present |
2 yrs 11 mos |
| 6 |
nCino and Salesforce.com Architect | Design, Implementation and Training |
Connelly Strategy Group |
Greater Philadelphia Area |
Jul 2018–Present |
2 yrs 11 mos |
| 7 |
President: Business Banking | Cash Management | Innovator and Creative Problem Solver |
Univest |
Greater Philadelphia Area |
Dec 2015–Aug 2018 |
2 yrs 9 mos |
| 8 |
Founder and President | Sales Strategist | Technology Architect | Workflow Efficiency Expert |
Univest Capital, Inc. |
Greater Philadelphia Area |
Mar 2006–Aug 2018 |
12 yrs 6 mos |
| 9 |
Start Up Mentor |
Drexel University's Close School of Entrepreneurship |
Philadelphia, PA |
Sep 2013–Jul 2018 |
4 yrs 11 mos |
| 10 |
Instructor |
Interise |
Valley Forge, PA |
Apr 2013–Jul 2018 |
5 yrs 4 mos |
| 11 |
Adjunct Professor - Graduate Studies |
Strayer University |
King of Prussia, PA |
Oct 2010–Jul 2018 |
7 yrs 10 mos |
| 12 |
President |
Independent Retirement Advisers LLC |
Shamong, NJ |
Dec 2012–Jan 2018 |
5 yrs 2 mos |
| 13 |
Angel Investor/Shareholder Activist |
Growthology Ventures |
Greater Philadelphia Area |
2005–Jan 2018 |
13 yrs |
| 14 |
Host |
Building Your Business |
Levitown, PA |
Jan 2016–Dec 2017 |
2 yrs |
| 15 |
Volunteer |
Hopeworks 'N Camden |
Camden, NJ |
Jan 2016–Dec 2016 |
12 mos |
| 16 |
Chief Operating Officer |
FirstLease, Inc |
Ft. Washington, PA |
Jan 2001–Jan 2006 |
5 yrs 1 mo |
| 17 |
Founder |
Verticalease, Inc. |
Philadelphia, PA |
2000–2001 |
1 yr |