EAB Company
Industry: Technology company
DescriptionEAB is a best practices firm that uses research, technology, and consulting to address challenges within the education industry. EAB is headquartered in Washington, DC, with satellite offices in Richmond, VA, Birmingham, AL, and Bloomington, MN. Headquarters: Washington, DC, United States CFO: Michael T. Kirshbaum Number of employees: 1,300 Founded: 2007 Executive vice president: Scott A Schirmeier Subsidiaries: ThoughtWright LLC, Royall & Company, Inc., Royall & Company Holding, Inc. Type of business: Privately held company
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EAB Employees
HSBC Bank N. A. October 2013 - Present
Wells Fargo Bank April 2009 - October 2013
Washington Mutual June 2007 - April 2009
HSBC 2005 - 2007
Astoria Federal Savings 2003 - 2005
EAB 1997 - 2003
Citibank 1993 - 1995
Skills
Credit, Portfolio Management, Loans, Deposits, Credit Analysis, Small Business, Banking, Risk Management, Cash Management, Commercial Banking, Relationship Management, Financial Analysis, Cross Selling, Business Development, Lines Of Credit, Small Business Lending, Consumer Lending, Commercial Lending, Management
Education
State University of New York College at Oswego 1981 — 1985
BS, Business Administration
State University of New York College at Oswego 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
EAB October 2015 - Present
Richard N. Katz and Associates January 2015 - September 2015
EDUCAUSE Center for Applied Research April 2013 - December 2014
Richard N. Katz and Associates October 2010 - April 2013
EDUCAUSE Center for Applied Research June 2005 - October 2010
Gartner August 1998 - June 2005
Harvard University July 1992 - June 1998
Skills
Higher Education, E-Learning, Instructional Design, Educational Technology, Staff Development, Distance Learning, Teaching, Research, Qualitative Research, Data Analysis, Science, Leadership, Instructional Technology, Management, Grant Writing, University Teaching, Curriculum Design, Program Evaluation, Adult Education, Program Development, Strategy, Nonprofits, Leadership Development, Student Affairs, College Teaching, Public Speaking, Policy, Statistics, Editing, Community Outreach, Technical Writing, Policy Analysis
Education
University of California, Berkeley 1985 — 1992
Ph.D., History
University of Arizona 1976 — 1979
BA, History
Fiserv August 2013 - Present
Fiserv February 2007 - August 2013
Klik Technologies 2003 - 2007
Citibank 2001 - 2003
ABN AMRO 1996 - 2001
EAB 1996 - 2001
The Bank of New York 1992 - 1996
The Chase Manhattan Bank 1988 - 1992
National Westminster Bank USA 1984 - 1988
Skills
Treasury Services, Public Speaking, Cash Management, New Business Development, Account Management, Sales Management
Education
Fordham Gabelli School of Business 1989 — 1991
MBA, Portfolio Management, International Finance
Colgate University 1980 — 1984
BA, Economics, History
Manhasset High School 1976 — 1980
Self-employed 2007 - Present
Global Definitions LLC 2006 - 2009
EAB January 2001 - April 2003
Skills
Editing, Copy Editing, Proofreading, Copywriting, Writing, Literature, Public Relations, Translation, Editorial, Publishing, Journalism
Education
Huntington School of Beauty Culture-Main Campus
Managing Cosmetologist, cosmetology, professionally certified nail technician and esthetician
Ohio University
English Language and Literature/Letters
University of Rio Grande and Rio Grande Community College
undergraduate study, Education, English
Capital One February 2013 - Present
CapitalOne February 2013 - Present
Citibank NA January 2008 - May 2012
Citibank NA January 2003 - December 2007
Bank of America July 2001 - December 2002
EAB October 1999 - June 2001
EAB February 1998 - September 1999
EAB October 1996 - January 1998
EAB May 1995 - September 1996
Skills
Banking, Credit, Finance, Loans, Management, Portfolio Management, Commercial Banking, Customer Experience, Investments
Education
University of the State of New York
Diploma
LaGuardia Community College
Suffolk County National Bank November 2011 - Present
Herald National Bank April 2011 - November 2011
Herald National Bank August 2010 - December 2010
Bank of America October 2008 - February 2010
Sovereign Bank June 2004 - September 2008
Henrich Organization September 1998 - May 2004
EAB 1979 - 1984
Skills
Commercial Lending, Mortgage Lending, Commercial Banking, Banking, Loans, Asset Based Lending, Underwriting, Small Business Lending, Credit Analysis, Corporate Finance, Credit, Small Business, Due Diligence, Mergers & Acquisitions, Trade Finance, Portfolio Management, Commercial Real Estate, Financial Analysis, Commercial Mortgages, Credit Risk
Education
Hofstra University
BBA, Finance
Tufts Health Plan April 2012 - September 2014
Tufts Health Plan December 2008 - January 2012
TUFTS HEALTH PLAN August 2008 - December 2008
TUFTS HEALTH PLAN April 2005 - July 2008
TALENT PARTNERS February 2001 - July 2004
EAB October 1998 - January 2001
Skills
Microsoft Word, Microsoft Excel, Lotus Notes, Mac OS X, Supervising, Product Planning, Medicare Advantage, Medicare Appeals &..., Medicare, Managed Care, HMO, Data Analysis, Medicare Part D, Health Insurance, Training, Leadership, Call Centers, Management, HIPAA
Education
QUEENS COLLEGE 1993 — 1997
Bachelor of Studio Arts, Illustration
Queensborough Community College
Bachelor of Arts program, Fine and Studio Arts
Bank of America December 2014 - Present
Busey Bank April 2013 - December 2014
BankUnited August 2005 - April 2012
Wachovia Bank (Formerly SouthTrust Bank) August 1999 - August 2005
Fleet Bank (now Bank of America) 1995 - 1999
EAB 1988 - 1995
Skills
Operations Management, Sales, Business Development, New Business Development, Client Relationship..., Sales Operations, Office Management, Forecasting, Financial Reporting, Mortgage Banking, Loans, Real Estate, Strategic Planning, Restructuring, Problem Solving, Customer Relations, Customer Service, Recruiting, Team Leadership, Mentoring, Coaching, Team Building, Leadership, Community Outreach, Fundraising, Non-profits, Events, Microsoft Excel, Microsoft Office, Microsoft Word, Banking, Commercial Lending, Credit, Branch Management, Credit Analysis, Nonprofits, Retail, Sales Management, Cross Selling, Customer Satisfaction, Small Business Lending, Consumer Lending, Human Resources, Retail Banking, Loan Origination, Lines Of Credit, Mortgage Lending, Risk Management, Financial Services
Education
New York University 1977 — 1979
Bachelor of Science
Kingsborough Community College 1974 — 1977
Associates Degree
SAPD 1989 - 2013
EAB June 1999 - July 2009
SATX March 1982 - June 1999
Skills
English, Windows, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Outlook, Teaching, Photoshop, HTML, Budgets, Negotiation, Editing, C++, Public Speaking, Strategic Planning, C, Java, Team Building, Training, Sales Management, Sales, Merchandising, Marketing Strategy, Program Management
Education
University of Phoenix 2002 — 2005
Bachelor of Business Administration (BBA), General Sales, Merchandising and Related Marketing Operations
Del Mar College 1971 — 1975
Associate's Degree, General Sales, Merchandising and Related Marketing Operations
Wells Fargo March 2012 - Present
Wells Fargo Bank May 2005 - March 2012
Wachovia, A Wells Fargo Company 2006 - 2011
Wells Fargo August 2007 - December 2009
EAB 2000 - 2005
Skills
Credit, Small Business Lending, Loans, Consumer Lending, Retail Banking, Mortgage Lending, Commercial Lending, Commercial Banking, Portfolio Management
Education
Strayer University (VA) 2008 — 2009
Master of Business Administration (MBA), Finance, A
EAB September 2015 - Present
The Advisory Board Company December 2014 - Present
The Advisory Board Company August 2014 - Present
The Advisory Board Company August 2013 - August 2014
GW Division of Development & Alumni Relations May 2012 - June 2013
The Coalition on the Environment and Jewish Life (COEJL) June 2011 - August 2011
Manhattan Allergy, Immunology, Rheumatology June 2009 - August 2011
Taylor-Rafferty, a division of KingWorldWide June 2010 - August 2010
Office of NYC Councilman Daniel Garodnick June 2009 - August 2009
Skills
Organization, Communication, Cross-cultural, Spanish, International Relations, Event Planning, International..., Fundraising, PowerPoint, Community Outreach, Political Science, Microsoft Office, Microsoft Word, Research, Microsoft Excel, Social Networking, Politics, Foreign Policy, Public Speaking, Policy Analysis, Social Media, Leadership, Editing, Intercultural..., Spanish-speaking, Mac, PC, Time Management, Donor Solicitation, Team Management, Independence, Program Management, Nonprofits, Public Policy
Education
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
Universidad Autonoma de Madrid 2011 — 2011
The Bronx High School of Science 2005 — 2009
TD Bank 2009 - Present
Sara's Center 2003 - 2009
Bank of New York 2001 - 2006
EAB 1996 - 2001
Skills
Commercial Banking, Commercial Lending, Leadership, Customer Service, Branch Banking, Financial Services, Loans, Banking, Relationship Management
Education
Siena College 1981 — 1985
B.S., Corporate Finance
Port Authority of NY & NJ September 2014 - Present
DTCC March 1998 - April 2014
The Depository Trust & Clearing Corporation March 1998 - April 2014
SIAC 1998 - 2005
Brown Brothers Harriman 1995 - 1998
Shearson Lehman Bros. 1992 - 1994
EAB 1985 - 1988
EAB 1984 - 1987
Doubleday Entertainment 1982 - 1984
Skills
Disaster Recovery, Data Center, TSO, MVS, IBM Mainframe, Servers, IT Operations, Business Continuity, Incident Management, SDLC, AIX, BMC Remedy, IT Management, JCL, JES2, Business Analysis, Unix, CICS, Operating Systems, Security, Service Delivery, Mainframe, Software Documentation, Troubleshooting, z/OS, Infrastructure, Information Security..., Solaris, Visio, IT Strategy, Market Data, Vendor Management, Windows Server, VMware, Networking, IT Service Management, Virtualization, High Availability, ITIL, Project Management, Microsoft Excel, DB2, Help Desk Support, Netcool, Excel, jes, Information Technology, Testing, SLA
Education
Nassau Community College 1977 — 1980
Associate of Arts and Sciences (AAS), Data Processing
Nassau Community College 1977 — 1980
Associate's degree, Data Processing
Bowery Residents' Committee March 2015 - Present
FEGS June 2007 - March 2015
The Nation November 2000 - December 2006
EAB June 1999 - August 2000
Skills
Social Services, Case Managment, Program Development, Fundraising, Nonprofits, Mental Health, Volunteer Management, Community Organizing, Grants, Program Evaluation, Microsoft Excel, Training, Case Management, Customer Service, Microsoft Office, Management
Education
MCNY 2009 — 2011
MBA, General Management
Metropolitan College of New York - School of Business 2009 — 2011
MBA, General Management
TriState Capital Bank December 2012 - Present
Banco Popular North America March 2004 - December 2012
EAB 1991 - 2004
Skills
Commercial Real Estate, Construction Finance, Loan Work-outs, Loan Origination, Loan Closings, Commercial Lending, Commercial Mortgages, Loans, Small Business Lending, Credit Analysis, Real Estate Economics, Commercial Banking, Financial Analysis, Finance, Mortgage Lending, Credit Risk, Banking, SBA, Portfolio Management, Credit, Asset Based Lending, Lines Of Credit, Cash Management, Treasury Management, Financial Risk, Underwriting, Consumer Lending, Branch Management, Risk Management, Financial Services, Financial Structuring, Capital Markets, Retail Banking, Private Banking
Education
Hofstra University
BBA, Banking and Finance
eMerchantPay Ltd January 2012 - Present
EAB 2003 - 2014
EAB 2003 - 2014
Recall 2011 - 2011
Payment Alliance International 2006 - 2010
Skills
Merchant Services, Payments, Credit Cards, Payment Card Processing, Mobile Payments, Sales Management, Gift Cards, Payment Gateways, Credit, Payment Systems, Electronic Payments, Strategic Partnerships, E-commerce, Acquiring, Debit Cards, E-payments, Business Development, Direct Sales, Executive Management, Financial Services, Lead Generation, Relationship Management, B2B, Start-ups, Sales, Banking, Product Management, New Business Development, Selling, Customer Acquisition, Loyalty Programs, Payment Services, Salesforce.com, Mobile Commerce, PCI DSS, Account Management, Cold Calling, Sales Process, Customer Retention, CRM, ACH, Fraud, POS, Merchant Acquiring, SaaS, Payment Cards, Sales Presentations, Business Relationship...
Education
Florida State University
UCF
EAB June 2015 - Present
EAB 2014 - Present
EAB 2013 - 2014
EAB 2012 - 2013
UCLA- Center for American Politics and Public Policy 2012 - 2012
UCLA- Center for American Politics and Public Policy 2011 - 2012
Skills
Spanish-speaking, Microsoft Office, Customer Service, Higher Education, Proofreading, OS X, Editing, Research, Project Management, Process Improvement, Community Colleges, Leadership, Training, Public Speaking
Education
The George Washington University 2012 — 2014
Master of Arts (M.A.), Higher Education/Higher Education Administration
UCLA
Bachelor of Arts (B.A.), English Language and Literature/Letters
TD Bank 2009 - Present
CIT Group Inc. September 1994 - November 2009
Chemical Bank 1989 - 1994
EAB 1986 - 1989
Skills
Deal Sourcing, Corporate Finance, Leveraged Finance, Structuring, Origination, Capital Markets, Private Equity, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA
New York University 1984 — 1986
B.S.
Empire National Bank July 2012 - Present
Sag Harbor UFSD February 2010 - June 2012
Town of East Hampton January 2009 - January 2010
Georgica Bank, NA (In Organization) April 2007 - December 2008
Bridge Bancorp, Inc. May 1992 - March 2007
KPMG May 1988 - May 1992
EAB February 1980 - May 1988
Skills
Finance, Banking, Financial Analysis, Auditing, Accounting, Cash Management, Financial Reporting, Financial Accounting, Budgets, Risk Management, Managerial Finance, Commercial Banking, Credit Analysis, Financial Risk, Loans, Executive Management, Cash Flow, Credit Risk, Financial Audits, Internal Controls, Internal Audit, Leadership, Sarbanes-Oxley Act, Investments, Financial Modeling, SEC filings, Treasury Management, Team Building, Community Banking, School Districts, Financial Institutions, Turnaround Experience, Strategic Planning, Educational Leadership, Mentoring, Academic Administration, Board Governance, HR Policies, Personnel Management, Investor Relations, Municipal Budgeting, Government Accounting, Liquidity Management, Forecasting, Cost Control, Purchasing, Public Speaking, Capital Raising, Business Planning, Compliance
Education
State University of New York Empire State College 2009 — 2011
MA, Social Policy
Dowling College 2011 — 2012
Post-Master's Advanced Graduate Certificate Program School District Business Leader, Educational Administration and Supervision
The Stonier Graduate School of Banking, American Bankers Association, University of Delaware 1997 — 1999
Hofstra University 1984 — 1987
BBA, Public Accounting
Suffolk County Community College 1980 — 1987
AAS, Accounting
Lindenhurst Senior High
Allwest Electric Ltd. 2014 - Present
Solaris MCI May 2012 - March 2014
Texcan, Division of Sonepar Canada Inc May 2008 - May 2012
EAB 2007 - 2008
Gescan June 2006 - June 2007
Guardian Building Products 2005 - 2006
Arpac Storage Systems 2000 - 2005
Custom Paper Ltd 1989 - 2000
Skills
Budgeting, Customer Relations, Excel, Purchasing, Outlook, Budgets, Inventory Management, Contract Management, Customer Service, Microsoft Excel, Project Management, Process Improvement, Quality Assurance, Logistics, Project Planning, Procurement, Team Building, Contract Negotiation, Marketing, Team Leadership, Negotiation, Engineering
Education
BCIT 2011 — 2011
OPMT, Operations Management
British Columbia Institute of Technology 2011 — 2011
AutoCAD 1
British Columbia Institute of Technology 1993 — 1995
ASSOCIATES, MEDICAL
Matthew McNair Secondary 1987 — 1988
ADP December 2005 - Present
Darby Group January 1999 - December 2005
EAB April 1996 - December 1999
Skills
Payroll, HRIS, Employee Benefits, Customer Service, ADP Payroll, Benefits Administration, Public Speaking, Leadership
Education
Nassau Community College
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Mill Neck Services November 2009 - Present
Mill Neck Family of Organizations November 2009 - Present
The Manhattan Mortgage Company January 2007 - January 2009
Family Home Finance November 2003 - January 2006
Mortgage Advantage December 2001 - December 2003
EAB 1999 - 2002
Skills
Mortgage Lending, Human Resources, Event Planning, Microsoft Office, Nonprofits, Fundraising, Social Media, Real Estate, American Sign Language, Customer Service, Public Speaking
Education
SUNY Empire State College 2010 — 2015
Still Attending, Deaf Studies
Laguardia Community College 2011 — 2014
Graduated June 30th, IEP Student
Citi February 2011 - Present
Citigroup 2001 - Present
EAB 2000 - 2001
ABN-AMRO Services Company 1998 - 2000
National Westminster Bank 1979 - 1997
NatWest Bank - Fleet Bank 1979 - 1997
NatWest (Now part of Bank of Amer) 1979 - 1997
Skills
Financial Services, Banking
Education
Adelphi University 1979 — 1983
Bachelor of Business Administration
St. John's University May 2015 - Present
St. Francis College July 2012 - May 2015
Capital One December 2009 - July 2012
Capital One November 2004 - December 2009
Capital One February 2003 - October 2004
TD Bank Group 2002 - 2003
JPMorgan Chase 2001 - 2002
EAB August 1998 - August 2001
National Westminster Bank June 1986 - July 1998
Skills
Team Leadership, Portfolio Management, Relationship Management, Banking, Employer Engagement, University Career..., Commercial Banking, Fundraising, Sales Management, Small Business Lending, Treasury Management, Credit, Loans, Retail Banking, Financial Services, Planned Giving, Cross Selling, Investments, Sales, Loan Origination, Cash Management, Deposits, Branch Management, Credit Cards, Lines Of Credit, Higher Education..., Finance, Retirement Planning, Securities, Branch Banking, Risk Management, Strategic Financial..., Executive Management, Commercial Lending, Human Resources, Credit Analysis, Financial Analysis, Credit Risk, Mortgage Banking, Consumer Lending, Underwriting, Mutual Funds, Financial Risk, Equities, Corporate Finance, Strategic Planning, Grant Writing, Management
Education
Montclair State University 1992 — 1996
MBA, Marketing
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
BS, Economics
CFS Investments, Inc. June 2015 - Present
CFS Investments, Inc. June 2015 - Present
STERLING NATIONAL BANK NEW YORK June 2012 - May 2015
AmTrust Bank June 2009 - June 2012
FINANCIAL PARTNERS NETWORK,LLC May 2008 - June 2009
POPULAR INVESTMENTS @ BANCO POPULAR,NA April 2002 - May 2008
EAB 1997 - 2001
Fleet Financial Services January 1996 - July 1997
NatWest 1994 - 1996
Skills
New Business Development, Mutual Funds, Equities, Insurance, Retirement, Fixed Annuities, Finance, Investments, Retirement Planning, Wealth Management, Portfolio Management, Recruiting, Start-ups, Commercial Lending, Investment Advisory, Strategic Financial..., Relationship Management, Mortgage Lending, Banking, Credit Analysis, Financial Advisory, Sales Management, Credit, Estate Planning, Customer Service, Financial Services, Coaching, Risk Management, Call Centers, Securities, Loans, Asset Management, Small Business Lending, Retail Banking, Underwriting, Series 63, Series 7, Strategic Planning, Commercial Banking, Business Development, Financial Analysis, Consumer Lending, Life Insurance, Cross Selling, FINRA, Fixed Income, Sales, Series 6, Asset Allocation, Executive Management
Education
LIU Brooklyn 1971 — 1973
BS
Walters Wicker, Inc. September 2014 - Present
Swissport Cargo Services March 2013 - Present
LCNU 2008 - December 2010
Valley National Bank January 2001 - December 2010
Merchants Bank of New York January 1993 - January 2001
First New York Bank For Business 1988 - 1993
EAB 1980 - 1988
Skills
Management, Banking, Sales, Customer Service, Retail, Finance, New Business Development, Team Building, Business Development, Marketing, Mortgage Lending
Education
New York Institute of Technology 1979 — 1982
Xavier High School 1975 — 1979
College/University Preparatory and Advanced High School/Secondary Diploma Program
citibank April 2011 - Present
Apex Systems 2010 - 2015
Apex Systems 2010 - 2015
Bank of America January 2010 - March 2011
Morgan Stanley Smith Barney 2009 - 2010
JPMorgan Chase February 1992 - September 2008
EAB 1981 - 1991
Skills
Business Analysis, Visio, Process Improvement, SDLC, Vendor Management, Software Development, Project Management, Management, Quality Assurance, Program Management, Event Planning, Requirements Analysis, Banking, CRM, Strategic Planning, Lotus Notes, Risk Management, Financial Services, Business Process..., Integration, Project Planning, MS Project, Change Management
Education
New York Institute of Technology-Old Westbury 1967 — 1970
Bachelor of Science, Computer Science
Citigroup 2005 - Present
JPMorganChase 1998 - 2005
EAB 1990 - 1996
Skills
Derivatives, Capital Markets
Education
LIU Post 1991 — 1992
Masters, Accounting
PNC April 2011 - Present
JPMorgan Chase October 2008 - March 2012
North Fork Bank 2002 - 2007
EAB 1998 - 2002
European American Bank 1998 - 2002
Skills
Credit, Loans, Commercial Lending, Banking, Commercial Banking, Retail Banking, Small Business Lending, Consumer Lending, Loan Origination, Risk Management, Relationship Management, Cash Management, Lines Of Credit, Branch Management, Wealth Management, Investments, Deposits, Sales, Coaching, Business Development, Leadership, Management, Mortgage Banking, New Business Development, Team Building
Education
Boston University
Dowling College
Special Olympics April 2013 - Present
Special Olympics October 2006 - April 2013
BRANY October 2003 - July 2006
EAB 2000 - 2002
Skills
Grants, Nonprofits, Grant Writing, Program Development, Research, Volunteer Management
Education
Concordia College 1996 — 2000
Intermarket Corp May 2008 - Present
Allied Irish Banks plc April 2007 - May 2008
Scotia Capital July 1995 - January 2006
EAB 1990 - 1993
Skills
Leveraged Finance, Credit Analysis, Portfolio Management, Corporate Finance, Credit, Banking, Valuation, Financial Analysis, Risk Management, Workout, LBO, Credit Risk, Fixed Income
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (MBA), Accounting and Finance
Stony Brook University 1986 — 1990
BA, Economics, Business Administration
HOME DEPOT May 2015 - Present
Infosys International Inc. 2014 - 2014
Government Technology Solutions April 2007 - December 2009
CitiDexLI, Inc September 2003 - January 2008
Unisys Corporation April 1996 - June 2003
Andrew Edwards & Company, Inc January 1994 - January 1996
Prudential Life Insurance Company January 1991 - January 1994
EAB January 1988 - January 1991
Skills
Account Management, Photoshop, Advertising, Administration, CSS, Customer Service, Copywriting, Dreamweaver, Web Design, Graphic Design, Web Development, Excel, Editing, E-commerce, Event Planning, Flash, Government Relations, HTML, Health, Hardware, Illustrator, Insurance, Innovation, Inventory Management, JavaScript, Layout, Lotus Notes, Microsoft Office, Online Marketing, Social Media, Newsletters, Outlook, PowerPoint, PHP, Photography, QuarkXPress, Risk Management, Strategic Planning, SEO, Problem Solving, Teaching, Troubleshooting, TCP/IP, User Interface Design, Word, Windows, Web, Wordpress, XHTML, YouTube
Education
Briarcliffe College 2000 — 2003
Bachelor of Fine Arts (BFA), Graphic Design, 3.8
Nassau County Community College
Associates, Liberal Arts, 3.7
Katharine Gibbs School 1993 — 1994
Executive Secretarial Certificate, Information Processing, 3.8
St. Dominic High School 1985 — 1987
High School Diploma
Our Lady of Mercy Acadamy 1983 — 1985
Genesys January 2008 - Present
Citigroup / Citi Cards 2007 - 2007
American Express 2004 - 2007
J.P. Morgan Chase & Co. 2001 - 2004
EAB 2000 - 2001
CHASE 1998 - 2000
AT&T 1996 - 1998
Ed Blank & Associates 1995 - 1996
Ad Methods, Halpern and Eurich 1993 - 1994
Skills
SaaS, Multi-channel Marketing, Salesforce.com, Strategic Partnerships, CRM, Customer Acquisition, Lead Generation, Product Management, Direct Marketing, Solution Selling, Strategy, Analytics, Mobile Marketing, Sales Process, Cloud Computing, Financial Services, B2B, Customer Experience, Marketing Strategy, Professional Services, E-commerce, Demand Generation, Go-to-market Strategy, Account Management, Call Centers, Email Marketing, Mobile Devices, Channel Partners, Direct Sales, Customer Retention, Enterprise Software, Digital Marketing, Product Marketing, Six Sigma
Education
University of Massachusetts, Amherst 1991 — 1993
Bachelor of Arts, Communications
Harborfields High School 1984 — 1988
State Bank of Long Island Vice PresidentState Bank of Long Island
New Hyde Park Chamber of Commerce 2008 - 2010
Citibank NA / EAB September 1986 - January 2003
EAB/ Citibank 1986 - 2003
EAB 1986 - 2000
Education
Adelphi University
BS, Management & Communications
AccuLease October 2000 - Present
EAB 1991 - 2000
European American Bank 1991 - 2000
Tilden Financial Corp 1982 - 1991
Domestic Finance 1975 - 1981
Skills
Loans, Strategic Planning, Financial Analysis, Sales Management, Credit, Risk Management, New Business Development, Business Strategy, Small Business, Portfolio Management, Finance, Due Diligence, Mergers, Commercial Lending, Banking, Strategic Financial..., Financial Services, Real Estate, Mortgage Lending, Investments, Mergers & Acquisitions, Insurance, Executive Management, Business Development, Business Planning, Credit Analysis, Entrepreneurship, Funding, Financial Planning, Management, Corporate Finance, Start-ups, Restructuring, Small Business Lending, Negotiation
Education
Hofstra University
BBA, Accounting and Business/Management
Citi March 2002 - Present
Citi October 2000 - March 2002
EAB July 1999 - October 2000
Fleet Bank June 1997 - July 1999
Skills
Training Delivery, Business Coaching, Leadership Development, Branch Management, Sales Management, Performance Management, Organizational..., Management Consulting, Performance Improvement, Organizational..., Talent Management, Instructor-led Training, Executive Coaching, Strategic Thinking, Instructional Design, Management Development, Emotional Intelligence
Education
State University of New York at New Paltz 1995 — 1997
Bachelor's degree, Organizational Communications
Farmingdale State University of New York 1993 — 1995
Associate's degree, Business Administration and Management, General
CitiMortgage 2001 - 2009
EAB June 2000 - August 2001
Jamaica Savings Bank 1982 - 1999
Education
Pace University 1982 — 1985
BA, Banking
Floral Park Memorial
Citigroup December 2004 - Present
Barclays Bank July 2004 - November 2004
Credit Agricole Indosuez May 2003 - June 2004
Credit Agricole Indosuez February 2000 - March 2003
PricewaterhouseCoopers December 1997 - February 2000
Arab American Bank, National Westminster Bank and European American Bank January 1988 - December 1995
EAB 1988 - 1991
Skills
Operational Risk, Operational Risk..., Internal Audit, Financial Risk, Auditing, Enterprise Risk..., Banking, Risk Management, Internal Controls, AML, Sarbanes-Oxley Act, Capital Markets, Market Risk, Financial Audits, Investment Banking
Education
Queens College 1983 — 1987
Bachelors, Accounting
ABS Consulting May 2012 - Present
NCO Financial Services March 2004 - January 2011
EAB January 2000 - January 2004
EAB January 1999 - January 2000
EAB January 1998 - January 1999
EAB January 1996 - January 1998
EAB January 1995 - January 1996
Skills
Excel, SAP, Microsoft Office, Word, Forecasting, Financial Reporting, Budgeting, Auditing, Cash Flow
Education
Concordia University 2011 — 2012
CMA
State University of New York at Albany 2009 — 2011
MBA, Finance
Cairo University 1990 — 1995
BS; BS, Business Administration; Accounting
Suffolk County National Bank February 2013 - March 2015
National Bank of New York City 2010 - January 2013
Gold Coast Bank July 2007 - June 2009
Signature Bank 2005 - 2007
EAB 1994 - 2005
Barclays Bank 1979 - 1992
Skills
Commercial Banking, Credit
Education
Georgetown University 1969 — 1973
BSBA, Finance
Sovereign Bank 2003 - 2009
RSR Capital 1998 - 1999
eab 1971 - 1991
Education
Saint Leo University 1965 — 1970
BA, Business and Art
Citi 2009 - Present
Citi 2007 - 2009
Citi 2006 - 2007
Citi 2001 - 2006
EAB 1990 - 2001
Dartmouth Plan 1987 - 1990
JPMorgan Chase 1984 - 1986
Skills
Operations Management, Default, Risk Management, Business Process..., Strategic Leadership, Analytical Skills, Financial Risk, Credit, Portfolio Management, Banking, Relationship Management, Financial Services, Vendor Management, Credit Cards, Repurchase Management, People-oriented, Customer Service, Management, Finance, Loans, Mortgage Lending
Education
Hofstra University 1984 — 1988
Business Administration and Management, General
Castagna Reatly July 2002 - April 2010
EAB May 1993 - August 1997
Loehmann's May 1982 - July 1992
Education
St. John's University
Master of Science in Childhood Education and TESOL, Elementary Education and TESOL
LIU Post 1997 — 1999
BFA, Communications
Mayfield Consulting July 2010 - Present
Wells Fargo 2010 - 2011
Citibank NA October 2002 - February 2010
Wells Fargo 2010 - 2010
EAB 1972 - 2010
Citi 1971 - 2010
Skills
Corporate Trainer, New Business Development
Education
Nassau Community College
Nissan Village May 2011 - Present
Computershare January 2007 - July 2009
Computershare February 2004 - July 2009
Computershare January 2004 - January 2009
Computershare October 2005 - January 2007
Computershare February 2004 - October 2005
Dreamland for Real Estate January 2000 - January 2003
SIM Road Paving Co January 1997 - January 2000
EAB January 1996 - January 1997
Skills
Customer Satisfaction, Customer Service, Customer Retention, Call Center, Process Improvement, Team Building, Coaching, Sales, Microsoft Office, Call Centers, Microsoft Excel, Series 7, Sales Process, Sales Management, CRM, Finance, Financial Services, Management, PowerPoint, Vendor Management, Analysis, Payroll, Time Management, Banking, Risk Management, Project Management, Financial Analysis, Outlook, Leadership, Software Documentation, Training
Education
Ain Shams University 1990 — 1996
Bachelor, Business Administration
Ain Shams University 1990 — 1996
B.A, Business Administration
TD May 2015 - Present
TD Bank Group March 2010 - Present
TD Bank Group May 2006 - March 2010
TD Bank Group (legacy Commerce Bank) September 2001 - May 2006
EAB November 1992 - September 2001
Bank of Tokyo Trust Company 1989 - 1992
Chemical Bank 1985 - 1989
Skills
Real Estate, Credit, Banking, Risk Management, Commercial Real Estate, Financial Risk, Management, Loans, Strategic Planning, Credit Analysis, Commercial Lending, Business Development, Portfolio Management, Financial Services, Commercial Banking, Real Estate Economics, Commercial Mortgages, Mortgage Lending, Underwriting, Investments, Asset Management, Loan Origination, Credit Risk, Capital Markets, Real Estate Financing
Education
College of the Holy Cross 1981 — 1985
Bachelor of Arts, Economics