 |
 |
|
|
|
|
|
Terry Wakefield – Chief Executive Officer Sheila Bernhardt – Managing Director Sheila graduated magna cum laude from Marquette University with a Bachelor of Science degree in Organization and Leadership and a Masters of Arts degree in Leadership Studies. While attending Marquette, Sheila received the Alpha Sigma Nu award for Scholarship, Loyalty and Service, the highest honor awarded by Jesuit Universities. She has also received formalized training from such institutions as Six Sigma Academy, John Costanza Institute of Technology, the University of Minnesota and Flow Vision. Sheila joined The Wakefield Company in March 2004. Michael P. Merrick, Ph.D. – Managing Director & Chief Technology Officer Mike has extensive experience in helping companies understand and apply technologies for Complex Event Processing, Workflow and Business Process Management, Service Oriented Architecture and Event Driven Architecture in relation to the integration of disparate systems and applications such as enterprise resource planning, point-of-sale, procurement and existing legacy data stores. Most recently, Mike served as a Staff Solutions Consultant at TIBCO Software where he focused on creating composite applications from existing assets that optimized process efficiency, empowered knowledge workers and created powerful relationship management platforms. Prior to TIBCO, Mike served as a Systems Analyst and Architect at Cable and Wireless USA. Mike has also held research positions at Pacific Sierra Research and the National Institutes of Health. Mike graduated magna cum laude with a Bachelor of Arts in Biology from Temple University. He earned a Doctorate of Philosophy in Theoretical Chemistry and a minor in Biochemistry from the University of Cincinnati in 1996. Mike served in the US Navy from 1990 to 1996. He attended the Navy Nuclear Power School and received the Navy Achievement Medal. Mike has published numerous articles on diverse topics including electrostatic computations, density functional theory and computer simulation. David Vida, C.P.A. - Managing Director, Business Development Dave has over 20 years financial services experience, with the last 15 as a senior executive in the mortgage industry, specializing in strategic planning and business development. Most recently, he founded and led a loan servicing and asset recovery company based on a novel risk-based, preemptive collection model. Previously, he engineered the turn around of a national company’s wholesale and loan servicing operation while diversifying the product line. He has also designed, built, and managed large loan servicing operations. Dave has extensive experience designing and implementing new operating models, developing alternative markets, and redefining business planning and performance management goals to increase market share and revenue. Dave graduated from California State University-Long Beach with a Bachelor of Science in Finance. He is a Certified Public Accountant in California. He has held board positions at The Home Improvement Lenders Associations (TOHILA), Altiva Mortgage Corp., and SRG-i. Dave has also served as a panelist and speaker at numerous MBA and industry conferences and conventions.
Taylor Wakefield – Managing Director, Capital Markets Taylor has over 11 years of financial services experience. Most recently, Taylor has advised investment advisors and Fortune 500 companies on leveraging technology to analyze financial and operational data in order to promote operational efficiencies. Prior to that, Taylor was a Managing Director in Bear Stearns' Strategic Financial Products department. At Bear Stearns, he was responsible for originating and structuring various types of complex structured financial products, including Collateralized Debt Obligations backed by Residential Mortgage Backed Securities, Commercial Mortgage Backed Securities, Leveraged Loans, High Yield Bonds and Credit Default Swaps. In addition, he structured other esoteric Asset Backed Securities backed by Property Tax Liens and Tobacco Settlement Payments. Prior to his work in the Strategic Financial Products department, Taylor worked as a banker in the Public Finance department where he structured municipal bond offerings for clients such as New York City, Ohio, Indiana and Florida. While at Bear Stearns, Taylor executed over 60 transactions totaling over $30 billion.
Gordon Blunck – Managing Director Gordon has more than 25 years of diverse industry experience and accomplishments. A veteran of General Electric and a graduate of GE’s Financial Management Program, Gordon migrated to the residential finance industry in 1989 as Vice President of Finance and Administration at Residential Services Corporation of America (RSCA). RSCA was a wholly-owned holding company subsidiary of Prudential Insurance Company of America. RSCA consisted of Prudential Home Mortgage Company, Lender’s Services, Inc., Prudential Home Insurance Services, PruAdvance, and Private Label Mortgage Services Corporation. When Prudential divested RSCA in 1994, Gordon moved on to hold executive positions in the medical device industry. In 1998, he joined Customers Forever, LLC as Chief Financial Officer and Treasurer. Gordon holds a Bachelor of Science degree from Stanford University. Gordon joined The Wakefield Company in 2002 as a Managing Director. Ann Cimino-Braier – Senior Analyst Ann has over 19 years of progressive experience in the financial services industry. Over the past 15 years, Ann has developed a diverse background in mortgage banking. Her experience in originations, fulfillment and servicing provides a holistic perspective to the life of a mortgage loan. During her career, Ann has managed teams of 3 to 25 associates with varying responsibilities and has developed a reputation for improving production and reducing costs. Since 1999, her attention has focused on business analysis, the creation of workflow processes and the development of new business functions. She has led numerous small to medium-sized projects, including the development of business requirements and solution design through implementation and training. Ann earned a Bachelor of Arts degree in Finance and Real Estate from the University of Wisconsin-Milwaukee. She joined The Wakefield Company in October 2005.
Email to colleague
|
