Before becoming a training & credit consultant and forming Paragon Analysis in 1994, Tom spent over 12 years in commercial and corporate banking.  He was a senior Corporate Finance Officer with Security Pacific Bank where he managed the relationships of both domestic and multinational corporations.

At Bank of America, his final position was the Program Director of Credit Training responsible for design, instruction and management of advanced finance courses for domestic and international lenders.

In addition to North American financial institutions, Tom has taught lenders worldwide in countries from Turkey, India, Brazil and Japan.

He has a B.A. in Economics from the University of California, Santa Barbara and an M.B.A. from the University of Southern California.

Prior to establishing Hill Financial Education in 1997, Harlan managed Bank One Corporation’s Commercial Banking Education & Development Group, responsible for executive course development and delivery. Bank One later merged into JP Morgan Chase Bank.

Additionally, he spent a combined 13 years as a Relationship Manager in the Energy group of Bank One Texas and InterFirst Bank Dallas.

His teaching experience began as an adjunct professor of finance at SMU and Ohio State University. He is also a former instructor at the Pacific Coast Banking School (University of Washington in Seattle), and at the Graduate School of Banking (University of Wisconsin in Madison).

He has a B.A. and B.B.A. from SMU and an M.B.A. in Real Estate Finance from the University of North Texas.

Linda provides training design, development, instruction, and consulting to organizations in the areas of risk management and corporate finance. She has trained professionals in both investment and commercial anking for some of the world’s leading international financial institutions.

Prior to this, Linda spent ten years with Citicorp in the areas of treasury, credit, and lending. In addition, she has spent over 15 years as an adjunct professor at the Rochester Institute of Technology and State University of New York.

David specializes in the development and delivery of credit,lending, and corporate finance seminars.

David had a 22-year career in corporate banking. He served as Director of Credit and Capital Markets Training at FleetBoston Financial where he was responsible for developing and teaching credit and finance courses to over 5,000 commercial credit professionals.

He also ran the bank’s Corporate Banker Program that trained incoming undergraduates and MBAs to become financial analysts, lenders, and capital markets associates, and delivered a continuing education curriculum of over 40 seminars for experienced lenders throughout the bank.

Before joining Credit and Capital Markets Training, he was a Managing Director and Team Leader in BankBoston’s Media and Communications Lending Group with oversight for the bank’s $1.4 billion Global Cable TV Portfolio.

Tracey specializes in providing training solutions as well as financial and risk management services to financial institutions and manufacturing companies.

She brings a unique perspective to training given her extensive experience with both financial service organizations and with privately held and publicly traded corporations. She currently designs and teaches programs in individual and corporate tax analysis and credit risk analysis for major commercial banks.

Tracey began her career by working in the audit area of a leading public accounting firm. She then moved into the banking industry, working as a Credit Analyst for First Interstate Bank and as Corporate Banking Vice President at Security Pacific Merchant Bank.

After leaving banking, Tracey joined Arcor, Inc., a leading metal parts manufacturer, where she held various positions including Vice President, Chief Financial Officer and Chief Operating Officer. She established IGI Corporation in 2010 to focus on her training initiatives, where she has developed curriculum and facilitated training for leading financial institutions around the country.

Ann was Vice President in the Private Banking Division of Bank One (now JP Morgan Chase) for 11 years. She was responsible for managing the Corporate Executive Group consisting of a team of Relationship Managers lending primarily to executives in the Columbus area.

While having managerial responsibilities, her primary responsibility was to develop long term private banking relationships including several medical groups and law firms.

Her duties also included underwriting and approving credit transactions involving stock purchase, secured and unsecured lines of credit, business purchase, and residential and commercial real estate. She was also responsible for introducing the Bank’s investment, trust, mortgage, and cash management services to clients.

Prior to joining Bank One Columbus, Ann spent seven years with NationsBank Dallas, (now Bank of America) in the U.S and Canada Commercial Lending Division with large corporate account and business development responsibilities in the Chicago area.

Kim began her banking career in credit underwriting and subsequently managed and trained analysts/underwriters in middle market & real estate. She has over 25 years of experience
in commercial lending and corporate training having worked for PNC, Wells Fargo and Capital One Commercial Bank. In her training roles, she consulted with bank leadership to assess training needs, build/source optimal solutions, and evaluate impact.

Kim has extensive knowledge in learning methodologies & technologies, including virtual classroom platforms and delivery.

She received her B.A from Ohio State University and her M.B.A in Risk Management from the University of Wisconsin. Additionally, she completed doctoral coursework in Training & Development at Ohio State University.