Marine Midland Bank, N.A.
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Marine Midland Bank, N.A. Employees
Sumitomo Mitsui Banking Corporation August 1997 - Present
National Westminster Bank 1989 - 1997
Marine Midland Bank, N.A. 1974 - 1989
Skills
Credit Analysis, Loans, Capital Markets, Syndications, Portfolio Management, Profit & Loss Management, Debt Restructuring, Equity Capital Markets
Education
Adelphi University 1977 — 1977
MBA, Banks & FInancial Markets
College of the Holy Cross 1968 — 1972
BA, Biology
M&T Bank September 2012 - Present
M&T Bank March 2003 - September 2012
M&T Bank March 2001 - March 2003
Ahold Information Services January 2000 - March 2001
IIMAK, International Imaging Materials, Inc. April 1999 - December 1999
M&T Bank April 1992 - April 1999
Empire Soils Investigations, Inc. October 1990 - April 1992
Barrister Information Systems July 1987 - October 1989
Marine Midland Bank, N.A. June 1986 - July 1987
Skills
Banking, Risk Management, Management, Credit, Mortgage Lending, Leadership, Credit Risk, Financial Risk, Business Analysis, Process Improvement, IT Management, Commercial Banking, Software Development, Vendor Management, Portfolio Management, Retail Banking, Consumer Lending, Team Building, Financial Analysis
Education
State University of New York College at Buffalo 1982 — 1986
Bachelor of Science (B.S.), Computer and Information Sciences, General
Sterling National Bank August 2012 - Present
Deutsche Bank April 2011 - September 2011
HSBC January 2000 - February 2011
Republic National Bank May 1996 - December 1999
United Jersey Bank May 1993 - May 1996
Republic National Bank March 1992 - May 1993
Marine Midland Bank, N.A. January 1990 - January 1991
MARINE MIDLAND BANK January 1984 - January 1991
Marine Midland Bank, N.A. January 1988 - January 1989
Marine Midland Bank, N.A. January 1985 - January 1987
Skills
Credit Risk, Capital Markets, Financial Institutions, Credit Analysis, Banking, Financial Analysis, FX, Derivatives, Risk Management, Commercial Banking, Writing, Training & Development, Employee Training
Education
Columbia University Graduate School of Business 1982 — 1983
MBA, Finance
University of Michigan
BA, Sociology
Wealth Management Associates, LLC April 2002 - Present
ING Financial Partners January 2007 - June 2011
Marine Midland Bank, N.A. April 1978 - March 1984
Chemical Bank April 1975 - April 1978
J. Henry Schroder Banking Corporation December 1973 - April 1975
First National Citi Bank November 1972 - December 1973
Skills
Equities, Financial Services, Risk Management, Securities, Loans, Funding, Investment Advisory, Alternative Investments, Finance, Portfolio Management, Trading, Banking, Wealth Management
Education
Princeton University 1970 — 1972
MPA, Economic Development & Public Policy
University of California 1968 — 1970
BA, Political Science
Hadley Exhibits, Inc September 2002 - Present
Eaton Brothers Corp. 1989 - 2002
Marine Midland Bank, N.A. 1982 - 1989
Skills
Financial Statements, Revenue Recognition, Cost Accounting, Cash Flow, General Ledger, Job Costing, Balance, Consolidation, Cash Management, Variance Analysis, Cash Flow Forecasting, Managerial Finance, Fixed Assets
Education
Canisius College 1978 — 1981
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Alfred University 1972 — 1976
Bachelor of Arts (B.A.), Mathematics
Bond Schoeneck & King August 1993 - Present
Bond, Schoeneck & King, PLLC 1993 - 2001
Marine Midland Bank, N.A. 1987 - 1990
Skills
Litigation, Environmental Law, Legal Writing, Administrative Law, Renewable Energy Law, Energy Law
Education
Albany Law School of Union University 1990 — 1993
J.D., Law
Hartwick College 1982 — 1986
B.S., Political Science and History
CKPP & Associates, Inc. September 1994 - Present
Quaker Capital Corp. May 1992 - September 1994
Signature Financial Corp. December 1989 - April 1992
Marine Midland Bank, N.A. October 1986 - December 1989
Touche Ross & Company September 1983 - September 1986
Skills
Commercial Real Estate..., Direct Sales, Negotiation, Key Account Development, Closing Business, Project Coordination, Financial Analysis, Real Estate, Portfolio Management, Loans, Commercial Lending, Commercial Mortgages, Financial Structuring, Banking, Investment Properties, Real Estate Transactions, Finance, Commercial Real Estate, Loan Origination, Commercial Banking
Education
Villanova University 1993 — 1995
Master of Business Administration (MBA), 3.93 GPA
Lehigh University 1979 — 1983
Bachelor of Science (BS), Accounting, Cum Laude
Aaron, Bell International, Inc. November 1998 - Present
Acquisition Partners, LLC August 2001 - December 2005
HSBC July 1997 - April 1998
HSBC February 1993 - July 1997
HSBC September 1991 - February 1993
HSBC June 1988 - September 1991
Marine Midland Bank, N.A. November 1984 - June 1988
Marine Midland Bank, N.A. July 1983 - November 1984
Skills
Private Equity, Venture Capital, Valuation, Corporate Development, Investment Banking, Capital Markets, Corporate Finance, Financial Analysis, Portfolio Management, Buyouts, Financial Modeling, Business Valuation, DCF, Executive Management, Finance, Auditing, Accounting, Due Diligence, M&A experience, Restructuring, Mergers & Acquisitions
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1981 — 1983
Master of Business Administration (M.B.A.), Finance
Middlebury College 1977 — 1981
Bachelor's Degree, Economics
Heritage Trust Company of New Mexico April 2007 - Present
Heritage Trust Company of New Mexico 2002 - 2007
Taos Community Foundation 1999 - 2001
Citibank, N.A 1993 - 1998
The Daiwa Bank 1990 - 1992
Marine Midland Bank, N.A. 1990 - 1992
Reboul, MacMurry, Hewitt, Maynard & Kristol 1987 - 1989
Dewey, Ballantine, Bushby, Palmer & Wood 1984 - 1987
Skills
Compliance, Program Management, Administration, Banking, Contract Negotiation, Strategic Planning, Trust Company Management, Municipal Finance Law, Corporate Law, Non-Profit Management, Community Foundation..., Banking Law, Trust, Non-profits, Nonprofits, Mergers & Acquisitions, Coaching, Loans, Management, Training, Leadership, Securities, Team Building, Corporate Finance, Small Business, Venture Capital, Executive Management, Investments, Estate Planning, Investment Advisory, Due Diligence, Wealth Management, Strategic Financial...
Education
Columbia University School of Law 1981 — 1984
Juris Doctor
Columbia College, New York, New York 1977 — 1981
B.A., Psychology
Can Do Fitness In Partnership with Meridian Health & Fitness October 2007 - Present
UBS Financial Services, Inc. October 2006 - June 2010
WCI Communities, Inc. March 2006 - October 2006
Riverfront Realty January 2006 - October 2006
Risk Management Consultant June 2005 - January 2006
Bank of America January 2000 - June 2005
Qualico Management, LLC July 1998 - December 1999
Weill Cornell Medical College January 1991 - June 1998
HSBC Global Banking and Markets October 1988 - June 1990
Marine Midland Bank, N.A. September 1985 - October 1988
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Social Media Marketing, Public Speaking, Marketing, Budgets, Social Media, Management, Leadership, Online Advertising, Coaching, Team Building, New Business Development, Customer Service, Outlook, Account Management, Financial Services, Research, Business Strategy, Editing, Email Marketing, Illustrator, Avid Media Composer 6.5, Photoshop CS5, Illustrator CS5, InDesign CS5, After Effects CS5, Final Cut Pro 7, Logic Pro 9, MixMeister Express 7, Visual C#, VBA, T-SQL Stored Procedures, ISSA Certified Fitness..., Yoga Alliance Certified..., Reiki Master
Education
Columbia University in the City of New York 1990 — 1991
(P.B.A) Post Baccalaureate in Pre-Medical Studies, Pre-Medicine/Pre-Medical Studies
Cornell University
Bachelor of Art & Sciences, A.B., Romance Languages & Classical Studies
LoParco Associates, Inc. 1992 - Present
Marine Midland Bank, N.A. 1991 - 1992
Chase Manhattan Bank, N.A. 1990 - 1991
Milstein Properties, Inc. 1986 - 1990
Skills
Construction, Construction Management, Real Estate, Residential Homes, Green Building, Budgets, Real Estate Development, Purchasing, Customer Service, Architectural Design, Custom Homes, LEED
Education
Columbia Engineering 1982 — 1986
B.S., Industrial Engineering
Greenwich High School
Empire Commercial Services April 2008 - Present
BEST CHOICE HOME REMODELING, INC. 2006 - 2008
CREDIT SUISSE FIRST BOSTON 2001 - 2005
DKB FINANCIAL PRODUCTS, INC. 1992 - 2001
NATIONAL WESTMINSTER BANK 1986 - 1992
MARINE MIDLAND BANK, N.A. 1981 - 1986
Skills
Computer Literate:..., General Ledger, Account Reconciliation, QuickBooks, Microsoft Word, PowerPoint, Managerial Finance, Corporate Finance
Education
Fordham University 1974 — 1978
BS, Finance/Accounting
BNY Mellon Wealth Management March 2010 - Present
BNY Mellon Wealth Management March 2001 - March 2010
BNY Mellon December 1995 - March 2001
Parkvale Savings Bank August 1991 - December 1995
C&S Sovran Leasing Corporation March 1991 - August 1991
Westinghouse Credit Corporation July 1990 - March 1991
Marine Midland Bank, N.A. June 1986 - July 1990
Skills
Asset Management, Portfolio Management, Strategic Planning, Mutual Funds, Banking, Mergers & Acquisitions, Investments, Wealth Management, Loans, Asset Allocation, Team Building, Due Diligence, Sales, Financial Analysis, Leadership, Finance
Education
University of Pittsburgh 1975 — 1979
Bachelor’s Degree, School of Education - Science Concentration
Retired - The Sherwin-Williams Company 1995 - 2011
McKinsey & Company February 1989 - 1992
Marine Midland Bank, N.A. 1987 - 1989
Huberth & Peters, Inc. 1984 - 1987
The Continental Corporation May 1977 - February 1984
Skills
Real Estate, Corporate Real Estate, Property, Tenant, Construction, Property Management, Commercial Real Estate, Negotiation, Contract Negotiation, Portfolio Management, Asset Management, Lease Administration, Facilities Management, Notary Public, Leases
Education
David N. Myers University
Bachelor of Science (BS), Real Estate, A (graduated cum laude)
Kent State University
English/Language Arts Teacher Education
New York University
Real Estate
Niagara Cerebral Palsy September 2009 - Present
Niagara Cerebral Palsy November 1989 - September 2009
Niagara Cerebral Palsy January 1988 - November 1989
Marine Midland Bank, N.A. March 1986 - January 1988
Marine Midland Bank, N.A. June 1981 - March 1986
Skills
Managerial Finance, Financial Analysis, Accounting, Budgets, Finance, Strategic Planning, Strategic Financial..., Internal Controls, Forecasting, Business Planning, Business Strategy
Education
Niagara University 1975 — 1979
Bachelor of Business Administration (BBA), Accounting