The Wakefield Company, LLC
Tracey Schulte
Executive Assistant
Office - 262.375.8000 ext. 6642
Fax - 262.375.2835
900 Cheyenne Avenue
Suite 100
PO Box 210
Grafton, WI 53024
Terry Wakefield – Chief Executive Officer
Sheila Bernhardt – Managing Director
Sheila has more than 25 years of experience as a leader of process improvement deployment and project management. She is a certified Six Sigma Blackbelt and certified Lean Master. Sheila has held a variety of management positions for companies such as Rockwell International, Honeywell, Textron and Pacific Scientific. During her career, she has demonstrated her outstanding contributions to company growth and profitability in the areas of Supply Chain Management, Operations, Customer Service and Inventory Planning and Control. In addition to leading organizational change and process improvement initiatives, Sheila has trained and mentored Greenbelts, Lean Leaders and Business Leaders in various process improvement methodologies.
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.
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.
George Horvath - Managing Director
George has over 25 years experience in operations management and client relations with extensive experience building out new operation centers, turning around troubled divisions, and running profitable service businesses. His career in financial services includes in-depth knowledge of loan fulfillment, business process outsourcing, offshore integration and the implementation of new systems and technologies. His client relations experience involves solutions-selling to C-Level executives at Fortune 500 companies, some of which included GMAC, Manpower, Johnson Controls, MetLife and Washington Mutual. George is a results-driven executive that is passionate about satisfying demanding clients and understands that creating economic value matters most. He delivers world-class service by leading cross-functional teams, winning cooperation, building alliances and remaining focused on the big picture.
George holds a Bachelor of Science degree in Management from Cardinal Stritch University and a Master of Business Administration from the University of Wisconsin-Milwaukee.
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.
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.
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