Amalgamated Bank
Amalgamated Bank is an American financial institution. It is the largest union-owned bank and one of the only unionized banks in the United States. Amalgamated Bank is currently majority-owned by Workers United, an SEIU Affiliate. Headquarters: United States of America CEO: Keith Mestrich (Aug 1, 2014–) Subsidiaries: New Resource Bank, Amalgamated Capital, Parent organization: Workers United
Amalgamated Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Amalgamated Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Amalgamated Bank Salaries. You can even request information on how much does Amalgamated Bank pay if you want to. Learn about salaries, pros and cons of working for Amalgamated Bank directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
300 Amalgamated Bank employees in database. Find out everything there's to know about Amalgamated Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Amalgamated Bank Employees
Amalgamated Bank September 2013 - Present
Amalgamated Bank May 2013 - August 2013
NYSE Euronext August 2011 - December 2011
Khans Tutorial September 2010 - November 2010
Haagen Dazs April 2008 - June 2008
Wellington Hotel May 2007 - September 2007
Skills
Financial Analysis, Market Research, Marketing, Leadership, Management, Time Management, PowerPoint, Microsoft Excel, Marketing Strategy, Microsoft Office, Microsoft Word, Access, Outlook, Research, Customer Service, Data Analysis
Education
City University of New York-Baruch College 2008 — 2013
BBA, International Marketing
Amalgamated Bank June 2014 - Present
Boston Financial Data Services February 2012 - May 2014
Sovereign Bank/Banco Santander March 2010 - January 2012
Bentley University 2012 - 2012
Sovereign Bank Merchant Services- Card Division October 2009 - March 2010
Sovereign Bank October 2007 - October 2009
Aviva Life Insurance Company January 2007 - September 2007
Aviva Life Insurance September 2004 - December 2006
OneUnited Bank September 2002 - September 2004
John Hancock, Mutual Fund Transfer Agent May 2001 - August 2002
Skills
Product Management, Project Managementt, Product Development, Vendor Management, Business Planning, Forecasting, Insurance, Marketing Strategy, Business Strategy, Strategic Planning, Strategic Planning for..., Revenue & Profit Growth, Business Analysis, Financial Services, Market Research, Management, Program Management, Project Management, Strategy
Education
Babson College 2011 — 2011
Executive Education, Center For Women's Leadership: From Managing to Leading
Bentley University 1999 — 2001
MBA, International Marketing and Technology
University of Massachusetts Boston 1997 — 1998
Cert, Public Policy
Duke University 1992 — 1996
AB, English, Japanese, Afro-American Studies
Boston Latin School 1988 — 1992
HS. Diploma, College Prep
Amalgamated Bank December 2014 - Present
Citi June 2014 - December 2014
Verizon Wireless February 2013 - June 2014
Long Island College Hospital October 2011 - February 2013
Barneys New York May 2011 - August 2011
Sony June 2010 - January 2011
Skills
Customer Service, Retail, Troubleshooting, Computer Hardware, Microsoft Office, Outlook, Time Management, Inventory Management, Telecommunications, Sales, Team Building, Team Leadership, Training, Payroll, Process Improvement, Human Resources, Software Documentation, Employee Relations, Access, Process Scheduler, Data Entry, Supervisory Skills, Teamwork, System Administration, Telephone Skills, Leadership, Administration
Education
Touro College 2013 — 2015
Human Resource Management, Human Resources Management/Personnel Administration, General
CUNY New York City College of Technology 2008 — 2013
Bachelor's degree, Industrial Technology/Technician
Amalgamated Bank May 2015 - Present
deVere Group 2014 - February 2015
Cetera Financial Group February 2012 - August 2014
JPMorgan Chase May 2006 - February 2011
Ameriprise Financial Services, Inc. December 2004 - May 2006
Millennium Partners August 2001 - November 2003
Pershing, a BNY Mellon company September 1996 - August 2001
Skills
Wealth Management, Portfolio Management, Risk Assessment, Risk Management, Alternative Investments, Business Planning, College Education..., Private Equity, QROPS, Offshore Services, UK Pension Analysis, Asset Management, Financial Services, Investments, Retirement Planning, Banking
Education
City University of New York-John Jay College of Criminal Justice 2002 — 2006
Bachelor's Degree, International Law and Legal Studies
Bishop Ford Central Catholic HS 1987 — 1991
High School
Seminole Hard Rock Hotel & Casino Hollywood September 2012 - Present
Coral Gables Hospital July 2010 - September 2012
Amalgamated Bank December 2007 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop
Education
Chamberlain College of Nursing 2013 — 2016
Bachelor's Degree, Registered Nursing/Registered Nurse
College of Southern Nevada 2005 — 2009
Associate's degree, General Studies
College of Southern Nevada 2003 — 2005
High School, General Education, 11-12
Amalgamated Bank September 2000 - April 2008
Amalgamated Bank May 1986 - August 2000
Amalgamated Bank October 1980 - April 1986
Skills
Healthcare, Microsoft Excel, Data Entry, Team Building, Management, Leadership, Customer Service, Strategic Planning, Public Speaking, PowerPoint, Microsoft Word, HIPAA, Leadership Development, Program Management
Education
Colorado Technical University 2012 — 2014
Bachelor's Degree, Bachelor of Science in Health Services Administration
Colorado Technical University 2010 — 2012
Associate of Science in Medical Billing and Coding, Health Services Administration
Northern Trust Corporation June 2007 - April 2012
Stivers Staffing Services December 2005 - June 2007
Bank One Corporation March 1993 - May 2005
Amalgamated Bank January 1991 - August 1992
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, English, Windows, Customer Service, Research, Access, Banking, Data Entry, Metavante, AS400, Northern Imaging, Cash Management, Lock Box, Wire Transfers, EDM, Fundmaster
Education
City Colleges of Chicago-Harold Washington College 2013 — 2015
Associate's Degree, Accounting
City Colleges of Chicago-Richard J Daley College 2006 — 2006
Certificate, Mortgage Processing
Bayerische Landesbank November 1997 - Present
Bank of Tokyo-Mitsubishi April 1994 - November 1997
Amalgamated Bank March 1991 - April 1994
Skills
Compliance, Banking, Financial Markets, OFAC, Banking Law, Regulations, OCC, FinCEN, AML, Capital Markets, USA PATRIOT Act, Bank Secrecy Act, Corporate Governance, Federal Reserve, Risk Management, Sanction, Due Diligence, Financial Risk, KYC, Financial Regulation
Education
New York Law School 1994 — 1998
JD cum laude, Law
Adelphi University 1991 — 1993
MS, School of Banking and Money Management
University at Albany, SUNY 1986 — 1990
BA, Economics
Northfield Bank September 2014 - Present
Citi May 2012 - April 2014
Amalgamated Bank November 2010 - May 2012
JP Morgan Chase July 2007 - September 2010
GE Capital April 2003 - July 2007
Fleet Bank June 2000 - March 2003
JPMorgan Chase July 1980 - May 2000
Skills
Strategic Planning, Team Building, Middle Market, Credit, Asset Based Lending, New Business Development, Financial Risk, Financial Services, Commercial Banking, Portfolio Management, Investments, Finance, Loans, Banking, Treasury Management, Mergers & Acquisitions, Risk Management, Capital Markets, Loan Origination, Financial Structuring, Commercial Lending, Credit Analysis, Underwriting, Relationship Management, Credit Risk, Business Development, Small Business Lending, Structured Finance, Investment Banking, Cash Management, Mortgage Lending, Consumer Lending, Retail Banking, Sales Management
Education
Adelphi University 1976 — 1980
BBA, Business Management/Finance
Citi February 2015 - Present
Morgan Stanley August 2010 - February 2015
Amalgamated Bank January 2007 - July 2010
Skills
Wealth Management, Valuation, Fixed Income, Portfolio Management, Investment Management, Project Management, Bloomberg, Asset Management, Alternative Investments, Investments, Equities, Asset Allocation, Investment Advisory, Capital Markets, Hedge Funds, Product Development, Risk Management, Institutional..., Private Banking
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
City University of New York-Brooklyn College 2002 — 2006
Bachelor of Arts (BA), Economics
New York Rising Smart Home Buyout Program January 2014 - Present
JPMorgan Chase December 2011 - December 2013
Capital One 2008 - 2010
Amalgamated Bank 2007 - 2007
Sandy Spring Bank 2006 - 2007
The Columbia Bank 2005 - 2006
Skills
Customer Service, Banking, Financial Analysis, Finance, Loans, Risk Management, Underwriting, Accounts Receivable, Accounts Payable, Financial Services, Real Estate, Insurance, Budgets, Loss Mitigation, General Ledger, Mergers & Acquisitions
Education
Bowie State University 2000 — 2003
Mass Communication/Media Studies
Oceanside Christopher Federal Credit Union- The Catholic Credit Union March 2015 - Present
Amalgamated Bank February 2012 - December 2014
Brooklyn Federal Savings Bank May 2007 - January 2012
First Magnus Financial Corp. January 2006 - May 2007
Genworth Financial 2004 - 2006
Bethpage Federal Credit Union January 2003 - October 2004
Radian Guaranty Inc. December 2000 - September 2002
Bank of New York Mortgage Company January 1996 - December 2000
Bear Stearns Mortgage Capital March 1993 - January 1996
Skills
Credit, Loans, Mortgage Lending, Banking, Risk Management, Financial Services, Underwriting, Consumer Lending, Finance, Portfolio Management, Credit Analysis
Education
Fairfield University
BA Economics and BS Biology
Chaminade High School
Hofstra University
Certificate, Computer Science
Amalgamated Bank February 2001 - April 2010
NYC Board of Education September 1999 - June 2000
Skills
Computer Hardware, Computer Repair, computer software, Data Entry
Education
Franklin Delano Roosevelt 1997 — 2000
diploma, business
Borough of Manhattan Community College
Business Management
Amalgamated Bank October 2014 - Present
Academy Mortgage Corp. May 2012 - January 2014
MetLife Home Loans January 2011 - April 2012
MetLife Home Loans January 2011 - March 2012
Preferred Empire Mortgage April 2007 - December 2010
PREFERRED EMPIRE MORTGAGE COMPANY-PRUDENTIAL April 2007 - December 2010
AMERICAN CENTURY MORTGAGE BANKING CORP AKA HUNTINGTON COMMUNITY MORTGAGE BANKERS January 2003 - December 2006
LONG ISLAND COMMERCIAL BANK January 1999 - January 2003
ASTORIA FEDERAL SAVINGS BANK January 1996 - January 1998
Long Island Savings Bank 1996 - 1998
Skills
Creative Problem Solving, Workflow Analysis, Team Building, Mortgage Lending, FHA, Loans, Risk Management, Mortgage Banking, Mortgage Underwriting, Loan Origination, USDA, Reverse Mortgages, Residential Mortgages, Residential Homes, Underwriting, Portfolio Management, Loan Servicing, Credit Risk, Credit Analysis
Education
NEW YORK STATE BANKING DEPARTMENT QUALIFIER 2003 — 2012
Farmingdale State University of New York
Half Hollow Hills
State University of Farmingdale, New York
Science
Amalgamated Bank July 2007 - Present
JPMorgan Chase April 2002 - April 2007
GreenPoint Bank May 1998 - September 2001
Skills
Banking, Financial Services, Retail Banking
Education
City University of New York-Herbert H. Lehman College 2007 — 2011
BUSINESS ADMINISTRATION, ACCOUNTING & FINANCE
Queensborough Community College
eos sleep January 2014 - Present
Schlesinger Associates July 2013 - January 2014
T-Mobile November 2012 - July 2013
Amalgamated Bank June 2012 - September 2012
UBS August 2011 - February 2012
Year Up March 2011 - February 2012
Forever 21 June 2010 - August 2011
Apollo Theater Foundation, Inc. October 2008 - March 2010
High School of Fashion Industries September 2006 - January 2009
Apollo Theater Foundation, Inc July 2008 - August 2008
Skills
Access, PowerPoint, Microsoft Excel, Data Analysis, Analysis, Nonprofits, Project Management, SharePoint, Microsoft Word, Social Networking, Management, Research, Program Management, Networking, Windows, Presentations, Marketing, Outlook, Microsoft Office, Retail Banking, Customer Support, Customer Oriented, Customer Service, Retail Sales, Visual Merchandising, Database Administration, Data Entry, Survey Research, SurveyMonkey, Survey Design, Surveying, Teamwork, Leadership, Public Speaking, Time Management
Education
Borough of Manhattan Community College 2012 — 2015
Associate of Arts (A.A.), Business Administration, Sophmore
Year Up, Inc 2011 — 2012
Financial Operations
High School of Fashion Industries 2004 — 2010
NYS Regents Diploma, Fashion Design/Manufacturing
Amalgamated Bank April 2013 - Present
The Madison Square Garden Company 2012 - 2013
Capital One 1999 - 2012
Group Direct Collier 1995 - 1999
Skills
Customer Acquisition, Direct Marketing, Financial Services, Multi-channel Marketing, Direct Mail, Integrated Marketing, Strategy, Positioning, Direct Response
Education
DePauw University 1991 — 1995
BA, Economics
JPMorgan Chase Bank 2014 - Present
Amalgamated Bank 2012 - 2014
Dime Savings Bank of Williamsburgh 2009 - 2012
Dime Savings Bank of Williamsburgh 2007 - 2009
Dime Savings Bank of Williamsburgh 2006 - 2007
NYPD 2000 - 2005
New York Life Insurance & Investments 2004 - 2004
Skills
Banking, Loans, Risk Management, Management, Financial Services
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (MBA) Finance & Management
Baruch College, City University of New York (CUNY)
Bachelor's degree in Finance
Amalgamated Bank January 2015 - Present
Prospect 33 May 2014 - January 2015
BAK Independent Business Consultant January 2013 - May 2014
Perficient February 2014 - March 2014
ForwardThink Group June 2013 - February 2014
Virtusa July 2011 - December 2012
ALaS Consulting LLC May 2011 - July 2011
Investance 2010 - 2011
Amalgamated Bank 2008 - 2009
Amalgamated Bank 2006 - 2008
Skills
Risk Management, Banking, Fixed Income, Securities, Back Office, Capital Markets, Equities, Business Analysis, Corporate Actions, Process Improvement, Portfolio Management, Derivatives, Middle Office, Wealth Management, Operational Efficiency, Account Reconciliation, Investments, Financial Risk, Analysis, Management, Mergers & Acquisitions, Leadership, Management Consulting, Business Process, Change Management, Settlement, AML, Operations Management, Asset Management, Trading, Mutual Funds, Business Transformation, Hedge Funds, Outsourcing, Investment Banking, Financial Analysis, Financial Markets, Trading Systems, Dividends, Transaction Processing, Commercial Banking, Organizational..., Sarbanes-Oxley Act, Executive Management, Settlements, Reconciliation, Investment Products, Project Implementation, Team Management, PMO
Education
City University of New York-Hunter College
BA, Liberal Arts
Rear View Safety May 2015 - Present
Amalgamated Bank October 2014 - November 2014
Millennium & Copthorne Hotels March 2014 - July 2014
Skyline Multimedia Entertainment Inc. September 2011 - March 2014
Treasure Island Hotel & Casino March 2007 - October 2009
Treasure Island Hotel & Casino August 2006 - March 2007
Mirage Hotel and Casino March 2005 - August 2006
Skills
Employment Law..., Internal Investigations, Start-up Environment, Employment Law, Employee Relations, Recruiting, Human Resources, Employee Training, Training, Employee Recognition, Talent Acquisition, Leadership, Team Building, Labor Relations, Policy, Team Leadership, Onboarding, Quality Assurance, Management, Customer Service, Hospitality, Sales
Education
College of Southern Nevada 2000 — 2004
AGS, General Education
Popular Community Bank June 2014 - Present
Citi January 2014 - June 2014
Amalgamated Bank October 2010 - January 2014
Valley National Bank April 2007 - October 2010
CAPITAL ONE BANK May 2004 - April 2007
BANK LEUMI USA August 2001 - May 2004
U.S. Trust Company April 2000 - August 2001
U.S. Trust Company January 1999 - April 2000
Chase Manhattan Bank April 1998 - January 1999
Chase Manhattan Bank January 1997 - April 1998
Skills
Commercial Banking, Project Management, Sales Management, Small Business Lending, Commercial Lending, Loans, Banking, Credit, Investments, Portfolio Management, Finance, Retail Banking, Business Development, Financial Services, Relationship Management, Financial Risk, Credit Analysis, Cash Management, Risk Management, Management, Credit Risk, Loan Origination, Cross Selling, Consumer Lending, Insurance, Branch Management, Mortgage Banking, Mortgage Lending, Asset Based Lending, AML, Branch Banking
Education
City University of New York-Baruch College 1989 — 1993
Bachelor
Sterling National Bank June 2011 - July 2015
Amalgamated Bank October 2007 - June 2011
JPMorgan Chase November 2006 - October 2007
Skills
Business planning, small business..., small business lending, Loans, Banking, Credit, Commercial Banking, Small Business Lending, Business Development, Portfolio Management, Finance, Risk Management, Business Planning, New Business Development, Cash Management, Retail Banking, Management, Credit Risk, Credit Analysis, Long-term Customer..., Private Equity, Mergers & Acquisitions, Sales Management, Capital Markets, Commercial Lending, Financial Analysis, Sales, Mortgage Lending, Relationship Management, Small Business Marketing, Real Estate, Loan Origination, Mortgage Banking, Team Building, Residential Mortgages, Financial Structuring, Cross Selling, Asset Based Lending, Commercial Mortgages, Financial Services, Investments, Financial Risk, Consumer Lending, Asset Management, Due Diligence, Securities, Treasury Management, Corporate Finance, Underwriting, Branch Banking
Education
Fordham University
Bachelor’s Degree, Economics / Business Management
Fordham University
Bachelor’s Degree, Economics
Fordham University
Bachelor’s Degree, Economics
George Washington University September 2012 - Present
Stage Capital, LLC January 2009 - Present
Georgetown University September 2010 - Present
Johns Hopkins University January 2003 - Present
Homburg Academy November 2011 - Present
Loyola University Maryland January 2003 - December 2010
Amalgamated Bank March 2008 - December 2009
Caruso Homes January 2004 - December 2007
Constellation Energy 2002 - 2004
The Clark Construction Group Inc. 2000 - 2002
Education
The George Washington University 1998 — 2000
MS, Finance
George Mason University 1996 — 1997
MA, International Transactions
The George Washington University - School of Business 1993 — 1996
MBA, Finance and Investments
Bucknell University 1988 — 1992
BS, Electrical Engineering
Operating Engineers Funds Inc. April 2012 - Present
Amalgamated Bank 2003 - 2010
Directors Guild of America 1998 - 2003
The Segal Company 1977 - 1994
Skills
New Business Development, Business Development, Strategic Planning, Investments, Asset Managment, Asset Management, Leadership, Marketing, Management, Financial Services, Investment Management, Real Estate, Employee Benefits, Investment Strategies, Risk Management, Mutual Funds, Mergers & Acquisitions, Insurance, Budgets, Consulting
Education
Babson College - Franklin W. Olin Graduate School of Business
Undertook graduate courses toward MBA
Curry College
Bachelor, Economics and Business
M&T Bank August 2013 - Present
Wells Fargo September 2010 - August 2013
Amalgamated Bank November 2009 - September 2010
Eurohypo July 2007 - May 2009
HSBC Bank USA, NA May 2004 - June 2007
Calyon November 1999 - May 2004
Chase Manhattan Bank August 1997 - October 1999
Education
Cornell University 1993 — 1997
BS, Applied Economics and Business Management
Fordham Gabelli School of Business
MBA, Finance
BankUnited October 2013 - Present
Amalgamated Bank September 2010 - October 2013
M & T Bank 1992 - 2010
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, BA, Finance and Management
Columbia University in the City of New York 1979 — 1984
BA, English
The Montclair Kimberely Academy
Amalgamated Bank January 2008 - Present
Amalgamated Bank January 2008 - Present
City & Suburban FSB 2003 - 2007
Skills
Banking, Financial Analysis, AML, Cash Management, Finance, Accounting, Internal Controls, Cash Flow, Account Reconciliation, General Ledger, Payroll, Financial Modeling, Managerial Finance, Variance Analysis
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
BBA, Accounting / Business
National Association of Enrolled Agents 2014 - Present
Amalgamated Bank September 2012 - Present
Popular Community Bank December 2007 - September 2012
Sovereign Bank July 2005 - December 2007
Best Buy January 2001 - June 2005
Skills
Finance, Banking, Branch Banking, Loans, Small Business Lending, Commercial Banking, Retail Banking, Commercial Lending, Consumer Lending, Credit Analysis, Portfolio Management, Cash Management, Financial Services, Relationship Management, Credit, Investments
Education
Brooklyn College 2000 — 2004
Bachelor's degree, Business Management and Finances
Murry Bergtraum H.S for Business Careers 1997 — 2000
Accounting, Accounting
Fairwinds Credit Union November 2013 - Present
Real Estate Investor July 2010 - Present
Amalgamated Bank March 2011 - July 2013
TELEHOUSE America July 2008 - September 2010
Skills
WebCenter, Website Design and..., Data Analysis, Advanced Reporting..., FIS Business..., Touché Analyzer..., Touché Analyzer (ACT 1..., Saleforce.com..., Maptitude, Jigsaw, RainKing, Hoovers, Adobe Creative Suite, Marketing Collateral..., Constant Contact, Drafting Press..., Specialty Advertising..., Event Planning and..., Product Development, Public Relations, Salesforce.com, Event Planning, Data Center, Globalization, Rebranding, Sales, Account Management, Social Media Marketing, Marketing Management, Management, Product Management, Leadership, Project Management, Business Development, Direct Marketing, CRM
Education
City University of New York 2006 — 2009
Bachelor of Science in Business Management, Marketing
Xaverian 2000 — 2004
Amalgamated Bank December 2007 - Present
Nevada State Bank March 2006 - December 2007
Virgin River Hotel and Casino March 2004 - February 2006
Education
University of Nevada las 2004 — 2008
BSA in Management, Human Resource
College of Southern Nevada 2004 — 2006
Associate of Business, Business Administration
R & S Associates LLC July 2011 - Present
Workers United 2009 - Present
Hillman Foundation 1999 - Present
Amalgamated Bank 1985 - January 2012
Workers United March 2009 - May 2011
UNITE HERE 2004 - 2009
UNITE 2001 - 2004
UNITE 1999 - 2001
UNITE 1995 - 1999
Amalgamated Clothing and Textile Workers Union 1973 - 1995
Skills
Public Speaking, Non-profits, Strategic Planning, Fundraising, Negotiation, Banking, Public Relations, Research, Nonprofits, Political Campaigns, Event Planning, Policy, Employee Relations, Employment Law, Employee Benefits, Performance Management, Grassroots Organizing, Leadership, Community Development, Management, Training
Education
Cornell University
ILR
Amalgamated Bank Senior BSA/AML Investigator, BCPAmalgamated BankVice President BSA / AML InvestigatorAmalgamated BankJanuary 2015 - Present
Skills
Small Business Lending, Loans, Banking, Retail Banking, Commercial Banking, Insurance, Commercial Lending, Customer Service, Credit, Credit Analysis, Portfolio Management, Consumer Lending, New Business Development, Branch Banking, Branch Management, Cross Selling
Education
Hunter College
Westchester Community College
Guaranteed Rate March 2015 - Present
Odyssey Funding LLC February 2014 - March 2015
Wells Fargo Home Mortgage May 2013 - February 2014
Apple Mortgage Corp. November 2010 - May 2013
Amalgamated Bank September 2007 - February 2010
IDB Bank September 1999 - July 2007
TIAA-CREF March 1997 - September 1999
MetLife Real Estate Investments April 1989 - March 1997
Skills
Loans, Refinance, Project Planning, Leadership Development, Commercial Lending, Mortgage Lending, Real Estate, Real Estate Economics, Finance, Banking, Asset Management, Due Diligence, Financial Structuring, Commercial Real Estate, Residential Homes, Residential Mortgages, Underwriting, Investment Properties, Loan Origination, Financial Analysis, Mortgage Banking, Real Estate Transactions, Risk Management, Portfolio Management, Investments, Commercial Mortgages, Capital Markets, Sales, Credit Analysis, Real Estate Financing, Small Business Lending, Credit, Financial Services, Negotiation, Business Development, Financial Risk, Management
Education
Columbia University in the City of New York 1975 — 1977
Master of Science Degree, Urban Planning
American University 1968 — 1972
BS, Biology
Investment Management Firm April 2012 - Present
Temporary Position September 2011 - December 2011
Amalgamated Bank June 2008 - April 2010
SunAmerica September 2005 - June 2008
Delta Air Lines November 1996 - September 2005
Skills
Zephyr, Lipper, Morningstar, Factset, BIRR Performance..., Investran, Private i, Microsoft Office, Investments, Portfolio Management, Asset Management, Mutual Funds, Analysis, Financial Markets, Private Equity, Accounting, Economics, Securities, Equities, Excel, Alternative Investments, Bloomberg, Wealth Management, Investment Strategies, Customer Relations, Research, Due Diligence, Banking, Word, Microsoft Word, Customer Service, Fixed Income, Asset Allocation
Education
Boston University
B.A, Sociology
Kennesaw State University - Michael J. Coles College of Business
MBA, Finance
Amalgamated Bank 2010 - Present
sterling-national-bank June 2006 - March 2010
Capital One 1998 - 2006
North Fork Bank January 1998 - January 1999
Fleet Bank 1970 - 1998
Skills
Cash Management
Education
Dowling College
Bachelor of Science, Business & Professional Studies
Pace University - Lubin School of Business
A A S, Business & Professional Studies
Adelphi University
American Institute of Banking
US Security Associates April 2006 - Present
Amalgamated Bank April 2012 - October 2012
Wal-Mart November 2005 - April 2006
Skills
Software Documentation, Access, Security Management, PowerPoint, Access Control, Training, Invoicing, Physical Security, Human Resources, Loss Prevention, Surveillance, Corporate Security, Security Operations, CCTV, Firearms, Criminal Justice, Enforcement, Patrol, Data Entry
Education
College of the Albemarle 2004 — 2005
Criminal Justice/Law Enforcement Administration
Monroe College 2003 — 2004
n/a, Criminal Justice
Constanza Pinilla Attorney at Law November 2012 - Present
Amalgamated Bank 2011 - 2012
TD April 2010 - October 2011
Skills
Banking, Credit, Leadership, Loans, Customer Service, Account Reconciliation, Auditing, Accounting, Sales, Teamwork, Microsoft Office, Invoicing, Microsoft Word, Retail Banking, PowerPoint
Education
CUNY Bronx Community College
Associate of Science (AS), Business Administration and Management, General
Amalgamated Bank January 2012 - Present
Florida Public Employees Council 79, AFSCME, AFL-CIO August 2009 - January 2012
Education
Claremont McKenna College
B.A., Philosphy & Public Affairs
The George Washington University Law School
J.D.
Amalgamated Bank April 2015 - Present
JPMorgan Chase January 2013 - April 2015
JPMorgan Chase June 2011 - January 2013
JPMorgan Chase January 2009 - June 2011
JPMorgan Chase January 2005 - January 2009
Skills
Banking, Commercial Banking, Coaching, Small Business Lending, Retail Banking, Portfolio Management, Sales, Credit, Financial Services, Branch Banking, Management, Loans, Commercial Lending, Relationship Management, Credit Analysis, Finance, Cross Selling, Loan Origination, Credit Risk, Financial Analysis, Risk Management, Lines Of Credit, Cash Management, Credit Cards, Leadership, Financial Risk, Deposits, Consumer Lending, Mortgage Banking, Customer Service, Sales Management, Team Building, Business Development, Mortgage Lending, Investments, Branch Management, Financial Planning, Strategic Planning, Microsoft Office, Underwriting, Refinance
Education
City University of New York 2007 — 2010
AAS, Business Administation Marketing
Sumitomo Mitsui Banking Corporation 2013 - Present
Hudson Valley Bank 2012 - 2013
Non Bank Financial Institution 2012 - 2013
SC+S/Bennington Partners, Seedco Financial Services, Jefferson Wells, Precision Loan Solutions 2008 - 2012
Amalgamated Bank 2006 - 2008
CRM&A 2004 - 2006
Korea Exchange Bank 2001 - 2004
Fleet Bank 1997 - 2000
Waterside Point Capital 1996 - 1998
Bank of Scotland 1989 - 1995
Skills
Financial Analysis, Collateral Management, Cash Flow Forecasting, Global Cash Flow,, Interest Rate..., Tax Returns, Rent Roll, Leases, Budget Process, Entrepreneurship, Intrapreneurship, Client Liaison, Structuring, Cash Flow Lending, Portfolio Management, Sensitivity Analysis, Credit Risk, Credit Analysis, Risk Assessment, Organizing, Project Planning, Communication Skills, Syndications, Credit Rating, Bi-Lateral Lending, Basel II, Training, Managing Workflow, Loans, Non-profits, Management Buyouts, Underwriting, Cash Flow, Financial Risk, Credit, Healthcare, Management, IPO, Gambling, ALLL, Financial Structuring, Commercial Lending, Financial Modeling, Corporate Finance, Middle Market, Financial Services, Financial Technology, Risk Analytics, Due Diligence, Finance
Education
City University of New York-Baruch College
MBA, Finance, 3.35
Saint John's University
BA, Economics, 3.4
St. Marys Boys High School
NYC Office of the Comptroller March 2012 - Present
Morgan Stanley June 2010 - June 2011
HSBC-Alternative Fund Services October 2006 - January 2009
HSBC-Alternative Fund Services June 2005 - December 2008
Amalgamated Bank January 2003 - June 2005
Amalgamated Bank November 2001 - January 2003
Amalgamated Bank April 1999 - November 2001
ERA August 1997 - August 2001
H&R Block December 1999 - April 2001
Skills
Compliance, Middle Office, Asset Management, Portfolio Management, Bloomberg, Securities, Excel, Alternative Investments, Cash Management, FX, Fixed Income, Microsoft Excel, FX Options, Asset Managment
Education
Borough of Manhattan Community College 1992 — 1994
Associates Degree, Liberal Arts
Southern Connecticut State University 1990 — 1992
Communication
Baruch College Zickilin School Of Business
Business, Finance
Mount Saint Michael Academy
Diploma, Academics
Apple Bank for Savings September 2013 - Present
Amalgamated Bank June 2011 - September 2013
Assurant 2009 - August 2010
Assurant 2005 - 2008
Assurant 2003 - 2005
Allan Riley Company, Inc. 2002 - 2002
Skills
Valuation, Underwriting, Financial Modeling, Commercial Real Estate, Commercial Mortgages, Loans, Real Estate, Investments, Finance, Banking, Financial Risk, Investment Properties, Loan Origination, Real Estate Transactions, Mortgage Lending, Real Estate Economics, Due Diligence
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Real Estate Finance / Finance
Vassar College
BA, Political Science
KPMG US March 2015 - Present
UBS Wealth Management June 2014 - March 2015
Columbia University in the City of New York January 2008 - March 2015
Citi July 2012 - June 2014
Capital One May 2012 - July 2012
Capital One June 2011 - June 2012
Amalgamated Bank November 2009 - June 2011
Amalgamated Bank September 2008 - March 2010
Bank On Manhattan 2009 - 2009
The Coalition for Debtor Education October 2007 - September 2008
Skills
Relationship Management, Social Enterprise, Public Speaking, Community Development, English, Data Analysis, Research, Non-profits, Strategic Planning, Policy, Project Management, Leadership, Banking
Education
Columbia University - Columbia School of Social Work 2006 — 2014
Ph.D., Behavioral Economics
Columbia University - School of International and Public Affairs 2003 — 2006
MPA, Nonprofit Management
Columbia University School of Social Work 2003 — 2006
MSW, Advanced Generalist Practice
Bucknell University 1996 — 2000
BA, International Business and East Asian Studies
Amalgamated Bank December 2007 - Present
Flamingos Publisher February 2010 - November 2012
Bronx County District Attorney Office July 1999 - December 2007
Skills
Project Management, Publishing, Microsoft Office, Technical Writing, Editing, Leadership Development, Team Leadership, Coaching Speeches and..., Public Speaking, Research, Network Administration, Networking, Training, Switches, Troubleshooting, Leadership, Microsoft SQL Server, Program Management, Servers, Access, System Administration, Security, Management, Disaster Recovery, Analysis, Software Installation, Team Building, Process Improvement
Education
Pace University 2001 — 2003
Master's degree, Computer Technology/Computer Systems Technology, Summa Cum Laude
City University of New York-John Jay College of Criminal Justice 1995 — 1999
Bachelor's degree, Computer Technology/Computer Systems Technology, Summa Cum Laude
HAB Bank, NYC May 2012 - Present
ASCEND Equity Group Inc. June 2014 - August 2015
NYSB Consulting Inc. February 2010 - February 2015
The Original American Chicken February 2011 - July 2014
Amalgamated Bank February 2011 - March 2012
JPMorgan Chase April 2008 - February 2011
Citigroup April 2001 - July 2009
Nordstrom March 1998 - March 2001
Skills
Analysis, Budget, Performance Management, Portfolio Management, P&L Analysis, Small Business, Commercial Lending, Banking, Business Strategy, CRM, Finance, Financial Analysis, Management, Sales, Credit, Leadership, Loans, Marketing, Retail Banking, Credit Analysis, Financial Services, Entrepreneurship, Strategic Planning
Education
City University of New York
Finance
Citizens Bank August 2015 - Present
USAlliance Federal Credit Union July 2013 - August 2015
USAlliance Federal Credit Union September 2008 - July 2013
Amalgamated Bank November 2006 - July 2008
Wonton Food Inc June 2005 - November 2006
Skills
Proficient in MS Word,..., Management, Payroll, Employee Benefits, Human Resources, Access, Analysis, Policy, Accounts Payable, Banking, Risk Management, Time Management, Financial Services, Microsoft Excel, Retail Banking, Credit Cards, Credit, Consumer Lending, Finance, Loans
Education
Brooklyn College 2002 — 2005
Bachelor of Science (BS), Business Management and Finance
Amalgamated Bank July 2015 - Present
Popular Community Bank July 2012 - July 2015
Popular Community Bank May 2008 - July 2012
Sterling National Bank January 2005 - May 2008
Apple Bank for Savings October 2002 - February 2006
Skills
Bilingual, Fast Learner, Self Driven, Business Development, Branch Administration, Fixed Annuities, Term Life Insurance, Problem Solving, Account Management, Coaching Staff, Banking, Management, Small Business Lending, Sales, Finance, Branch Banking, Self-driven, Loans, Consumer Lending, Commercial Banking, Commercial Lending, Lines Of Credit, Investments, Cross Selling, Credit Analysis, Credit, Mortgage Lending, Commercial Mortgages, Mortgage Banking, Deposits, Loan Origination, Retail Banking, Cash Management, Financial Services
Education
City University of New York-Brooklyn College 2009 — 2011
Bachelors in Science degree, Finance and Business Management
Borough of Manhattan Community College 2007 — 2009
Associates in Arts degree, Business Administration
Christie's January 2015 - Present
Wenonah Suliman Fitness April 2012 - Present
Christie's April 2011 - Present
Christie's September 2008 - April 2011
Christie's January 2009 - August 2009
Christie's August 2004 - December 2008
PROJECT CHANCE January 2004 - August 2004
Amalgamated Bank June 2003 - July 2004
GEORGESON SHAREHOLDERS April 1992 - December 2002
Skills
Customer Service, Event Planning, Warehouse Management, Logistics Management, Strategic Planning, Team Building, Event Management, Administrative Support, Banking, Data Center, Team Management, Logistic Support, Business Strategy, Events Coordination, Events Organisation, Strategic Communications, Organizational Structure, Teamwork, Motivation, Motivated self-starter, Exercise Equipment, Exercise, Beauty Industry, Fashion Shows, Weight Loss Coaching, Work At Home, Income, Health, Belly Dance, Dance, Nutrition, Program Management, Art History, Art, Curating, Logistics, Research, Management, Project Management, Visual Arts, Fine Art, Painting, Contemporary Art, Sales, Luxury Goods, Museums, Auctions, Art Exhibitions, Social Media, Photography
Education
Long Island University 2004-2007Brooklyn College 2015 — 2019
Long Island University, Brooklyn Campus 2004 — 2009
English Language and Literature/Letters and Psychology
Brooklyn College
Psychology
Amalgamated Bank October 2012 - Present
Emigrant Bank January 2000 - July 2012
Skills
Accounting, Microsoft Excel, Financial Analysis, Microsoft Office, Banking, Budgets, Analysis, Access, Account Reconciliation, Time Management, Cash Flow, Financial Accounting, Portfolio Management, PayPlus, JPMorgan Access, Management, Customer Service, Accounts Receivable, Investments, Invoicing, General Ledger, Financial Reporting, Titan, Access Fedline, Accounts Payable, Variance Analysis
Education
Baruch College 1996 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Amalgamated Bank April 2013 - Present
Arbor Commercial Mortgage January 2013 - March 2013
Arbor Commercial Mortgage August 2011 - January 2013
The Honorable Eileen Nadelson, Kings County Civil Court February 2011 - August 2011
Law Offices of Jonathan T.K. Cohen February 2011 - June 2011
Benjamin N. Cardozo School of Law August 2008 - May 2011
Avis Budget Group September 2007 - May 2008
Cendant June 2006 - August 2006
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2008 — 2011
J.D., Real Estate and Corporate Law
Rutgers University-New Brunswick 2004 — 2008
B.A., Mathematics, Political Science, Jewish Studies
The Community Preservation Corporation November 2010 - Present
Amalgamated Bank June 2007 - November 2010
Skills
Billing Process, Client Billing, Loan Closings, Construction Loans, Loan Servicing, Loan Origination, Loans, Mortgage Lending, Underwriting, Mortgage Underwriting, Portfolio Management, Closings, Cash Management, Commercial Mortgages, Real Estate Financing, Notary Public
Education
Adelphi University 2005 — 2007
Bachelor’s Degree, Business Administration and Management, General
Nassau Community College
Associate's degree, Liberal Arts and Sciences/Liberal Studies
The Madison Square Garden Company March 2010 - Present
Amalgamated Bank March 2006 - March 2010
Brookdale Hospital July 2005 - March 2006
Dale Carnegie Training 1998 - 2006
Skills
Leadership Development, Analysis, Performance Management, Organizational..., Training, Onboarding, Employee Engagement, Talent Acquisition, Talent Management, Employee Relations, Career Counseling, Human Resources, Succession Planning, Benefits Administration, HRIS, Organizational..., Recruiting
Education
City University of New York 2004 — 2007
Bachelor's Degree, Psychology, Magna Cum Laude
New York State Senate March 2013 - Present
JP Morgan Chase November 2011 - May 2012
Amalgamated Bank July 2006 - February 2011
Morgan Stanley February 2005 - July 2006
SIFMA January 2000 - February 2005
Nomura Securities March 1993 - January 2001
Smith Barney January 1980 - March 1993
Skills
Fixed Income, Securities, Finance, Risk Management, Operational Risk, Corporate Actions, Settlement, Management, Trading, Business Analysis, Process Improvement, Financial Reporting, Investment Banking, Leadership, Portfolio Management, Back Office, Operational Excellence, Loans, Dividends, Bloomberg, Trading Systems, Reconciliation Position, Innovative Problem..., Sungard, Fixed Assets, Technology Integration, Efficiency Improvement, Cost Saving Initiatives, Operational Streamlining, System Improvements, Operations Expertise, Regulatory Expertise, Settlements, Procedures/Methods, Internal Audit, Regulatory Requirements, Financial Regulation, STP, Real-time Control, Strategic Planning, Dividend Reinvestment, Protocols, Plain English, Gap Analysis, Operations Management, Bank Reconciliation, Plain English..., Scrip writing and..., Reconciliation Suspense..., Problem Solver
Education
Dowling College
BA, Business
Stony Brook University
Funding Alternatives Incorporated DBA:ArgoFund July 2013 - Present
Pocketlife April 2010 - Present
Pop-up Brands July 2012 - Present
Safor Valley January 2013 - Present
City Alliance Bancorp 2009 - 2011
KGL Investments 2007 - 2009
Amalgamated Bank 2006 - 2007
ALA LLC 2004 - 2005
Citigroup 2001 - 2003
JP Morgan 2000 - 2001
Skills
Venture Capital, Latin America, Private Equity, Financial Structuring, Investments, Emerging Markets, Financial Services, Cross-border..., Alternative Investments, Banking, Financial Institutions, Structured Finance, Corporate Finance, Financial Modeling, M&A experience, Valuation, Asset Managment, Due Diligence, Fund Of Funds, Buy-side, Portfolio Management, LBO, Deal Sourcing, Business Valuation, Corporate Development, Mergers, Growth Capital, Investment Advisory, Investment Strategies, Financial Analysis, Joint Ventures, Capital Structure, Commercial Banking, Retail Banking, Investment Banking, Leveraged Finance, Project Finance, Capital Markets, Restructuring, Mergers & Acquisitions, Asset Management, Credit Analysis, Business Strategy, Strategy, Hedge Funds, Acquisition Integration, Equities, Capital, Fixed Income, Private Placements
Education
IESE Business School - University of Navarra 2010 — 2012
MBA, Business Administration, Management and Operations Global Focus
Fairleigh Dickinson University 1995 — 2000
BSc, Finance & Economics
BNY Mellon July 2012 - Present
BNY Mellon May 2000 - Present
Amalgamated Bank April 1990 - May 2000
Skills
Accounting, Mutual Funds, Fixed Income, Equities, Hedge Funds, Securities, Fund Accounting, Asset Management, Global Custody, Bloomberg, Alternative Investments, Banking, Financial Services, Portfolio Management
Education
Baruch College, City University of New York (CUNY)
Accounting
Mount Sinai Health System May 2015 - Present
Amalgamated Bank June 2012 - April 2015
HSBC January 2011 - June 2012
JP Morgan Chase June 2008 - January 2011
Compass Group North America February 2005 - June 2008
Nordstrom May 2002 - January 2005
Skills
Banking, Credit, Commercial Banking, Loans, Mortgage Lending, Retail Banking, Small Business Lending, Commercial Lending, Portfolio Management, Investments, Financial Analysis, Risk Management, Leadership, Management, Sales Management, Training, Sales, Customer Service, Relationship Management, Treasury Services
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master of Business Administration (MBA)
Johnson & Wales University 1998 — 2002
BS, Managment
GroupM June 2011 - Present
McCann Worldgroup September 2006 - March 2011
Manning Selvage and Lee January 2004 - September 2006
Manning Selvage and Lee March 2003 - January 2004
Amalgamated Bank September 2001 - February 2003
Amalgamated Bank January 1999 - September 2001
Skills
Lotus Notes, PowerPoint, Microsoft Excel, Outlook, Microsoft Word, Adobe Acrobat, PeopleSoft, Internet Explorer, Mac, Quicken, Notary Public, Groupwise, Human Resources, Office Management
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
Master of Science, Industiral Labor Relations
Baruch College, City University of New York (CUNY) 1996 — 2002
BBA, Marketing
Amalgamated Bank August 2015 - Present
Morgan Stanley August 2004 - August 2015
CALYON (Credit Agricole Indosuez) 2001 - 2004
Zurich Financial Services 1999 - 2001
Bankers Trust 1997 - 1999
Standard Chartered Bank 1992 - 1996
Skills
Financial Risk, Operational Risk..., Enterprise Risk..., Operational Risk, Risk Management, Sarbanes-Oxley Act, Capital Markets, Internal Audit, Internal Controls, Financial Analysis, Banking, Fixed Income, Auditing, Corporate Governance, Investment Banking, Derivatives, Sarbanes-Oxley, Finance, Managerial Finance, Securities, Financial Services, Corporate Finance, Financial Modeling, Strategy
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration, Finance
Queens College
BS, Accounting & Information Systems
Amalgamated Bank August 2014 - Present
Amalgamated Bank June 2013 - July 2014
Amalgamated Bank July 2012 - June 2013
MRY August 2012 - May 2013
Rodale September 2011 - December 2011
College Prowler September 2011 - November 2011
Collective May 2011 - September 2011
St. John's University September 2010 - May 2011
United Business Media November 2010 - January 2011
Dada Entertainment February 2010 - October 2010
Skills
Advertising, Social Networking, Market Research, Public Speaking, Microsoft Office, Marketing, Social Media, PowerPoint, Facebook, Time Management, Research, Social Media Marketing, Media Relations, Strategy, Event Management, Integrated Marketing, Digital Marketing, Marketing Communications, Marketing Strategy, Online Advertising, Product Marketing, Competitive Analysis, Adobe Creative Suite, Account Management, Digital Media, Salesforce.com..., Salesforce Marketing..., Salesforce Watercooler, Project Management
Education
General Assembly 2015 — 2015
Analytics, 10-Week Technology Course
St. John's University 2009 — 2013
Bachelor’s Degree, Marketing, Mass Communications
Amalgamated Bank March 2010 - Present
Amalgamated Bank July 2001 - March 2010
Salinas Group June 2000 - May 2001
Skills
VPN, Banking, Information Security, Firewalls, Risk Management, Financial Risk, GLBA, Disaster Recovery, Enterprise Risk..., Business Continuity, IT Strategy, CISSP, Governance, Information Security..., Vulnerability Management, Risk Assessment, Security, COBIT, SDLC, Vendor Management, Encryption, CISA, PCI DSS, IT Audit, Sarbanes-Oxley Act
Education
City University of New York-Hunter College 1996 — 2000
BS, Computer Science
Franchise Helpers, Inc. www.FranchiseHelpersInc.com October 2013 - Present
Workshop in Business Opportunities 2013 - 2014
Nikko Asset Management Americas, Inc. 2006 - 2013
Citigroup Private Bank 2004 - 2006
Amalgamated Bank 2001 - 2003
Farrell-SL Investment Management, Inc. 1996 - 2001
Education
Notre Dame de Namur University 2012 — 2015
Master of Science (MS), Management
City University of New York-Hunter College 2008 — 2011
MSEd, Early Childhood Education
City University of New York-John Jay College of Criminal Justice 1999 — 2001
BA, Forensic Psychology
City University of New York-Baruch College 1994 — 1996
BBA, Finance & Investments
Borough of Manhattan Community College 1992 — 1994
AA, Business Administration
Brooklyn Technical High School 1986 — 1990
HS, Computer Science
Amalgamated Bank May 2015 - Present
Amalgamated Bank September 2014 - May 2015
Amalgamated Bank May 2014 - September 2014
Service Employees International Union March 2010 - May 2014
Service Employees International Union May 2008 - February 2010
Service Employees International Union February 2007 - April 2008
Human Rights Campaign May 2006 - August 2006
Skills
Financial Analysis, Strategy, Managerial Finance, Nonprofits, Financial Reporting, Accounting, Finance, Budgets, Project Management, Business Process..., Information Systems, Management, Corporate Finance, Internal Audit, ERP, Change Management, Analysis, Auditing
Education
The George Washington University - School of Business 2008 — 2010
Professional MBA, Information Systems Management, International Business
Fudan University 2009 — 2009
Graduate Course, International Economics
University of Missouri-Columbia 2002 — 2007
BA, Economics
University of Missouri-Columbia, College of Business 2002 — 2006
BSBA, Finance & Banking
Università degli Studi di Bergamo 2005 — 2005
Summer Program, International Business
Amalgamated Bank 2014 - Present
National Bank of Kuwait 2012 - 2014
Erste Group Bank AG September 2010 - November 2011
Bank Hapoalim June 2008 - September 2010
Bank Hapoalim May 2006 - June 2008
Skills
Financial Markets, Trading, Financial Risk, Currency, Proprietary Trading, FX trading, FX Options, Capital Markets, Equities, Banking, Trading Systems, ALM, Fixed Income, Risk Management, Commodity, Options, Market Risk, Swaps, Derivatives, Bloomberg, Structured Products, Hedge Funds, Electronic Trading, FX Trading
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
Baruch College, City University of New York (CUNY) 2002 — 2006
Finance & Investments
Natural Resources Defense Council April 2014 - Present
Children's Aid Society July 2013 - April 2014
Amalgamated Bank November 2006 - June 2013
New York Community Bancorp July 2005 - November 2006
Systemax January 2004 - July 2005
Education
Adelphi University
Bachelor, Business Administration; Minor - Pre-Law
Kellenberg Memorial High Schoool
Amalgamated Bank February 2010 - Present
Amalgamated Bank October 2007 - February 2010
COLUMBIA UNIVERSITY 2006 - 2007
Skills
Asset Management, Commercial Real Estate, Asset Managment
Education
Columbia University in the City of New York 2006 — 2007
Fiore LLC April 2011 - Present
Amalgamated Bank 2008 - February 2011
Gramercy Capital Corp 2006 - 2007
Lehman Brothers 2004 - 2006
Arbor Commercial Mortgage 2003 - 2004
Skills
Loans, Portfolio Management, Financial Structuring, Credit, Asset Management, Structured Finance, Credit Risk, Underwriting, Mezzanine, Investments, Real Estate, Due Diligence, Mortgage Lending, Workout, Negotiation, Syndications, Commercial Lending, Banking, Restructuring, Equities, Management, Structuring, Acquistions and sales, Construction Loans
Education
Dickinson College
B.A., Liberal Arts and Sciences, General Studies and Humanities
Fordham University - Graduate School of Business Administration
MBA, Finance
Amalgamated Bank Credit AnalystState Bank of Long Island1996 - 1998
Education
Adelphi University 1994 — 1995
MBA, Finance
Adelphi University 1991 — 1994
BS, Banking
Sacred Heart 1987 — 1989
High School
St Paul's Convent 1975 — 1987
High School
Amalgamated Bank December 2009 - Present
Roni Deutch Tax Centers August 2008 - July 2011
Morgan Stanley February 2000 - November 2007
Morgan Stanley January 1998 - February 2000
Dean Witter 1984 - 1997
Skills
Strategic Planning, Product Development, Performance Improvement, Entrepreneurship, Strategy, Management, Marketing, Finance, New Business Development, Equities, Financial Modeling, Portfolio Management, Financial Reporting, Investments, Business Planning, Budgets
Education
University of California, Berkeley 1977 — 1981
Bachelor of Science, Economics
ABA Stonier Graduate School of Banking
Stonier Diploma
ABA Stonier Graduate School of Banking
Wharton Leadership Certificate
Amalgamated Bank June 2015 - Present
GE Capital Americas July 2014 - April 2015
GE Energy Financial Services July 2011 - June 2014
Impact Carbon May 2009 - July 2009
Kiva.org November 2008 - April 2009
Storm Exchange August 2007 - July 2008
BMO Capital Markets July 2005 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Competitive Analysis, Business Strategy, Data Analysis, Due Diligence, Emerging Markets, Private Equity, Strategy, Investment Banking, Corporate Finance, Entrepreneurship, Economics, Venture Capital, Corporate Development
Education
Yale University - Yale School of Management 2009 — 2011
MBA
Emory University 2001 — 2005
BBA, Finance, Management, Spanish
Amalgamated Bank September 2007 - Present
Israel Discount Bank of New York September 1999 - July 2007
TIAA-CREF 1997 - 1999
Metropolitan Life Real Estate Investments 1989 - 1997
Citicorp Real Estate, Inc 1981 - 1989
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1975 — 1977
MS, Urban Planning
American University 1968 — 1972
BS, Biology
Michael J, Indiveri, CPA LLC May 2011 - Present
Retail Opportunity Investments Corp. June 2007 - Present
Hudson Valley Bank May 2013 - June 2015
Amalgamated Bank July 2007 - June 2011
City & Suburban FSB September 1997 - July 2007
New York Federal Savings Bank 1994 - 1997
Savings Bank of Rockland County 1989 - 1994
Chase Manhattan Bank 1982 - 1989
Education
Fordham Gabelli School of Business 1974 — 1977
MBA
Rutgers, The State University of New Jersey-Newark 1970 — 1974
BA, Political Science
Amalgamated Bank October 2007 - Present
Education
Fordham University 1978 — 1981
B.A., Economics / Business Management
Kingwood United Methodist Church July 2014 - Present
Frenchtown United Methodist Church July 2014 - Present
Amalgamated Bank June 2008 - August 2014
Merrill Lynch June 2000 - June 2008
Summit Bank May 1990 - May 2000
Skills
Risk Management, Banking, Microsoft Excel, Ad Hoc Reporting, Reporting Systems, Statistical Reporting, Information Security, Hands-on Training, Financial Analysis, SDLC, Change Management, Fraud, Leadership, Management, Process Improvement, Access, Business Intelligence, Analysis, Customer Satisfaction, Call Centers, IT Strategy, Financial Risk, Disaster Recovery, Business Continuity, Software Documentation, Business Analysis, Vendor Management, Program Management
Education
Drew University 2014 — 2017
Master of Divinity (M.Div.), M. Div
Eastern University 2011 — 2013
BS, Business Administration
Centenary College 2009 — 2011
AA
Amalgamated Bank PartnerCitigroup Investments1999 - 2002
Citigroup Investments Private Equity Group 1999 - 2002
Citigroup 1991 - 2002
Citibank August 1991 - January 2000
Education
Columbia University - Columbia Business School 1989 — 1991
University of Colorado Boulder 1982 — 1986
BS, Business
C-III Capital Partners LLC November 2010 - Present
Amalgamated Bank November 2008 - November 2010
Lehman Brothers 2006 - 2008
Rye Capital Services, LLC 2003 - 2006
The Philippine American Chamber of Commerce January 1993 - December 2002
Education
New York University 2002 — 2004
MS
Boston University 1988 — 1992
BA
Amalgamated Bank October 2013 - Present
Amalgamated Bank October 2010 - October 2013
M&T Bank August 1998 - October 2010
Skills
Loans, Real Estate Development, Financial Analysis, Real Estate Economics, Commercial Lending, Leveraged Finance, Financial Risk, Bloomberg, Real Estate Financing, Investments, Refinance, Commercial Banking, Loan Origination, Mergers & Acquisitions, Mezzanine, Mortgage Lending, Hedge Funds, Strategic Planning, Disposition, Corporate Finance, Credit Risk, Commercial Mortgages, Underwriting, Real Estate, Construction Loans, Asset Management, Structured Finance, Credit Analysis, Real Estate Transactions, Investment Properties, Portfolio Management, Location Intelligence, Capital Markets, Financial Modeling, Risk Management, Private Equity, Equities, Valuation, Asset Based Lending, Due Diligence, Fixed Income, Brokerage, Financial Structuring, Banking, Negotiation, CMBS, Commercial Real Estate, Finance, Mortgage Banking, Financial Services
Education
Columbia University - Columbia Business School 1996 — 1998
Real Estate Finance
Hamilton College 1989 — 1993
BA, History
Pomfret School 1985 — 1989
Savings Bank of Danbury March 2013 - Present
Savings Bank of Danbury November 2011 - Present
Amalgamated Bank February 2010 - November 2011
Amalgamated Bank September 2007 - December 2010
City & Surburban, FSB, New York 2000 - 2007
Astoria Federal Savings 1998 - 2000
Bankers Federal Savings 1988 - 1997
Skills
Banking
Education
Baruch College, City University of New York (CUNY) 1980 — 1984
Mallner Consulting LLC October 2014 - Present
IBQ October 2012 - October 2014
International Bank of Qatar November 2008 - October 2012
Amalgamated Bank 1993 - 2008
Skills
Credit Risk, Loans, Financial Risk, Commercial Banking, Retail Banking, Credit, Banking, Credit Analysis, Corporate Finance, Branch Banking, Operational Risk, Capital Markets, Project Finance, AML, Islamic Finance, Underwriting, Portfolio Management, Trade Finance, Operational Risk..., Financial Structuring, Relationship Management, Private Banking, Finance, Financial Services, Derivatives, KYC, Cross Selling, Credit Cards, Investment Banking, Syndications, Commercial Lending, Risk Management, Anti Money Laundering, Basel II
Education
New York University - Leonard N. Stern School of Business 1970 — 1972
MBA, Management/finance
Columbia University in the City of New York 1968 — 1969
Master's degree, Human Resources Management and Services
Prime Group US May 2015 - Present
Frenkel Lambert Weiss Weisman & Gordon May 2013 - January 2015
McCalla Raymer March 2012 - May 2013
Law Offices of Marshall Watson April 2010 - January 2013
Cocchiola Garelick & Carchio May 2009 - November 2009
Amalgamated Bank October 2008 - May 2009
Wilentz, Goldman & Spitzer November 2005 - February 2008
Wilentz, Goldman November 2005 - February 2008
Windels Marx Lane & Mittendorf 2001 - June 2005
Brown Raysman Millstein Felder & Steiner LLP January 1998 - August 2001
Skills
Legal Research, Litigation, Real Estate, Due Diligence, Bankruptcy, Loans, Mortgage Lending, Credit, Management, Foreclosures, Commercial Real Estate, Finance, Microsoft Office, Customer Service, Leases, Research
Education
Adelphi University 1994 — 1994
Paralegal Certificate, Paralegal Program
Adelphi University 1994 — 1994
Certificate, Paralegal
Long Island University - C.W. Post College 1984 — 1990
Bachelor of Science, Finance
Long Island University, C.W. Post Campus 1984 — 1990
Bachelor of Science (B.S.), Finance
University at Albany, SUNY 1980 — 1982
Psychology
Nassau Community College 1978 — 1980
Associates, General Studies
Jericho High School 1972 — 1978
High School Diploma, General Studies
U.S. Dynamics Corporation November 2014 - Present
U.S. Dynamics Corporation March 2014 - November 2014
U.S. Dynamics Corporation November 2012 - March 2014
Pan Am Equities April 2012 - November 2012
FBR Capital Markets July 2011 - November 2011
Hapoalim Securities USA October 2010 - August 2011
Baruch College, Zicklin School of Business August 2008 - June 2010
Zicklin Graduate Finance and Investment Club September 2008 - April 2010
Amalgamated Bank June 2009 - August 2009
Bondcorp Mortgage Company August 2007 - August 2008
Skills
Credit Risk, Fixed Income, Capital Markets, Investments, Loans, Portfolio Management, Credit, Start-ups, Business Strategy, Equity Research, New Business Development, Financial Modeling, Bloomberg Terminal, Strategy, Entrepreneurship, Relationship Management, Business Planning, Management Consulting, Management, Analytics, Venture Capital, Recruiting, Securities, Analysis, Executive Management, Mortgage Lending, Financial Services, Leadership, Competitive Analysis, Trading, Economics, Marketing Strategy, Sales, Alternative Investments, Underwriting, Structured Finance, Equity Derivatives, Options, Financial Risk, Strategic Financial..., Banking, Derivatives, Marketing, Series 7, Financial Markets, Mutual Funds, Financial Advisory, Financial Structuring
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
Honors MBA, Finance & Investments
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1998
BS, Management; HR concentration
MacArtrhur Capital GTroup 2009 - 2010
Amalgamated Bank May 2007 - December 2008
Israel Discount Bank of New York 1981 - 2006
Skills
Loans, Credit
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
County College of Morris
AAS, Business
MidFirst Bank July 2015 - Present
Doral Bank September 2012 - July 2015
Amalgamated Bank February 2009 - August 2012
Amalgamated Bank April 2007 - January 2009
School District of Philadelphia January 2006 - August 2006
Skills
Banking, Analysis, Portfolio Management, Credit Risk, Credit, Loans, Financial Risk
Education
Jersey City University 2004 — 2005
Teaching Certificate Program, Education
Drew University 1999 — 2003
B.A., Psychology
JPMorgan Chase March 1999 - Present
J.P.Morgan Chase 1999 - Present
Amalgamated Bank 1993 - 1999
J.P. Morgan 1989 - 1993
Skills
Fixed Income, Equities, Management, Hedge Funds, Investments, Securities, Mutual Funds, Asset Management, Financial Services, Cash Management
Education
City University of New York-Baruch College 1992 — 1994
Master of Business Administration (MBA), Business Administration and Management, General
College for Financial Planning 1991 — 1994
Certified Financial Planner Professional Education program certificate.
Manhattan College 1984 — 1989
Bachelor, Finance
Amalgamated Bank November 2012 - Present
Astoria Bank May 2006 - October 2012
Common Point Funding DBA Alliance Mortgage January 2006 - May 2006
Centex Home Equity August 2004 - August 2005
Protocol Research Solutions July 2002 - July 2003
Strategic Insights, Inc January 2000 - June 2002
Skills
Retail Banking, Loans, Banking, Credit, Commercial Banking, Small Business Lending, Mortgage Lending, Commercial Lending, Consumer Lending, Credit Analysis, Branch Banking, Mortgage Banking, Branch Management, Loan Origination, Cross Selling, Credit Risk, Relationship Management, Portfolio Management, Refinance, Underwriting, Residential Mortgages, Lines Of Credit, Sales, Investments, Insurance, Customer Service, Coaching, Notary Public, Life Insurance, Mortgage Underwriting, Retirement
Education
Boston University - School of Management 1995 — 2000
Bachelor of Business Administration (B.B.A.), Marketing
East Syracuse - Minoa HS 1991 — 1995
InDorse Technologies TeacherSayerville, NJ, Public SchoolsSeptember 2003 - February 2011
Great Country Bank January 1994 - January 1997
Amalgamated Bank January 1990 - January 1993
Chase Manhattan Bank January 1975 - January 1989
United States Army Reserve January 1959 - January 1979
First National City Bank January 1961 - January 1974
Education
Saint Peter's University 2004 — 2005
Teachers Certification, Education
Fairleigh Dickinson University
MBA, Business Management
Rutgers University-New Brunswick
BA, Political Science
Amalgamated Bank June 2012 - Present
Hudson Valley Bank February 2008 - June 2012
Stew Leonard's August 2004 - January 2008
Skills
Talent Acquisition, Employee Relations, Employment Law, Performance Management, Affirmative Action, EEO compliance, Benefits Administration, Workers Compensation, FMLA, Training & Development, Onboarding, HR Policies, Full-cycle Recruiting, Americans with..., FLSA, Unemployment Claims, Turnover, Business Continuity, Disaster Recovery, 401k, Corporate Wellness, Labor Relations, Employee Training, New Hire Orientations, Employee Benefits, Deferred Compensation, Human Resources, Recruiting, Interviews, Management
Education
Cornell University
Employee Relations/Labor Relations
Mercy College
MS, Organizational Leadership
Iona College
Business Administration
Amalgamated Bank June 2014 - Present
Reporter's Ink, Corp. September 2012 - June 2014
French & Casey, LLP July 2012 - September 2012
American Clerical Service December 2008 - May 2012
Patzik Frank and Samotny Ltd. 2001 - 2008
Skills
Accounting, Accounts Payable, Accounts Receivable, Cash Management, Customer Service, Invoicing, Legal Research, Litigation, Microsoft Excel, Microsoft Office
Education
City University of New York-Hunter College
Amalgamated Bank November 2004 - Present
Coleman and Associates January 1999 - November 2004
UBS/Swiss Bank Corporation 1991 - 1998
Skills
Project Finance, Private Equity, Commercial Banking, Credit, Middle Market, Credit Risk, Debt, Leveraged Finance, Structuring, Loans, Banking, Financial Modeling, Portfolio Management, Underwriting, Credit Analysis, Structured Finance, Corporate Finance, Renewable Energy, Excel, Commercial Lending, Origination, Analysis, Financial Analysis, Asset Based Lending, Loan Origination, Microsoft Excel, Syndications, Capital Markets, Financial Structuring, Finance, Financial Risk, Due Diligence, Risk Management, Valuation, Private Banking, Asset Management, Fixed Income, Alternative Investments, Hedge Funds, Equities, Investment Banking, Cash Management, Funding, Wealth Management, Treasury Management, Financial Services, Restructuring, Mergers & Acquisitions, Investment Management, Derivatives
Education
Columbia University - School of International and Public Affairs
M.I.A., International Political Economy/International Banking
Fairleigh Dickinson University
B.A., Political Science
Amalgamated Bank 2006 - 2009
Amalgamated Bank 2000 - 2006
Amalgamated Bank 1997 - 2000
Education
Manhattanville College 2011 — 2013
MPS, Childhood Education and Special Education (grades 1-6)
Fordham University
B.A., Economics
UBS Securities LLC July 2013 - Present
Amalgamated Bank July 2009 - July 2013
Merrill Lynch June 2007 - 2009
Thacher Proffitt & Wood LLP April 2005 - June 2007
Cole Schotz January 2003 - April 2005
Coudert Brothers 2000 - 2001
Skills
Due Diligence, Loans, Financial Structuring, Securitization, Structured Finance, Capital Markets
Education
Brooklyn Law School 1997 — 2000
JD, Law
Rutgers University-New Brunswick 1991 — 1995
BA, Sociology
McGladrey October 2012 - Present
Amalgamated Bank June 2009 - September 2012
Amalgamated Bank September 2007 - June 2009
Skills
Financial Statements, Accounting, General Ledger, GAAP, Sarbanes-Oxley Act, Variance Analysis, Finance, CPA, Sarbanes-Oxley, Risk Management, Account Reconciliation, Cash Management, Financial Reporting, Financial Analysis, Cash Flow, Internal Controls, US GAAP, Financial Accounting
Education
Baruch College 2003 — 2007
Bachelor of Business Administration (BBA), Accounting and Business/Management
Wyndham Worldwide January 2007 - Present
Amalgamated Bank 2001 - 2005
Skills
Tourism, Revenue Analysis, Micros, Hotel Management, Front Office, Hospitality Industry, Yield Management, Food & Beverage, Customer Service, Microsoft Office, Restaurants, Pre-opening, Hospitality, Hospitality Management, Catering, Loans, Resorts, Budgets, Hotels, Fine Dining, Restaurant Management, Meeting Planning, Rooms Division, Sales, Training, Banquets, Property Management..., Team Building, Customer Satisfaction
Education
Fairleigh Dickinson University-College at Florham 2011 — 2014
Masters, Hospitality & Management
Brooklyn College 1991 — 1997
B.A., Television & Radio
Signature Bank August 2013 - Present
Amalgamated Bank March 2011 - Present
CIT July 2006 - February 2011
Morgan Stanley 2005 - 2005
Skills
Financial Modeling, Credit Analysis, Leveraged Finance, Industry Analysis
Education
Boston College 2002 — 2006
BA, Math and Economics
Our Lady of Mercy 1998 — 2002
Sterling National Bank June 2015 - Present
Amalgamated Bank April 2014 - June 2015
Sterling National Bank August 2004 - April 2014
Sterling National Bank May 2006 - August 2008
Sterling National Bank August 2005 - August 2006
Sterling National Bank August 2004 - August 2005
Bear Stearns August 2000 - August 2004
GreenPoint Bank April 1989 - August 2000
Skills
Credit, Commercial Banking, Banking, Corporate Finance, Commercial Lending, Portfolio Management, Credit Analysis, Credit Risk, Treasury Management, Small Business Lending, Cash Management, Accounting, Finance, Loans, Auditing, Consumer Lending, Risk Management, Asset Based Lending, Mortgage Lending, Mortgage Banking, Underwriting, Financial Analysis, Financial Services, Capital Markets, Financial Risk, AML, Financial Structuring, Retail Banking, Investment Banking, Relationship Management, Due Diligence, Anti Money Laundering
Education
Baruch College 1989 — 1993
BS, Accounting
Bishop Ford C.C.H.S 1985 — 1989
Amalgamated Bank August 2009 - Present
Amalgamated Bank June 2005 - August 2009
Skills
Loans
Education
College of Mount Saint Vincent 1997 — 2000
SIFMA November 2014 - Present
Securities Industry and Financial Markets Association February 2013 - October 2014
EmblemHealth November 2011 - January 2013
New York Mets October 2005 - November 2011
JCDecaux August 2004 - October 2005
Amalgamated Bank June 2001 - August 2004
Amalgamated Bank February 2000 - June 2001
Century 21 Department Stores 1998 - February 2000
Skills
HRIS, Employee Benefits, Employee Relations, System Administration, Human Resources, Benefits Administration, Onboarding, Recruiting, Interviews, Payroll, Applicant Tracking..., FMLA, PeopleSoft, Talent Acquisition, Deferred Compensation, Employee Engagement, Outlook, Coaching, ADP Payroll, College Recruiting, Labor Relations, Employment Law, Talent Management, New Hire Orientations
Education
Fordham University 1995 — 1999
Economics, Business Concentration
Amalgamated Bank 2014 - Present
CIT 2007 - 2014
CIT 2005 - 2007
BNP Paribas 2000 - 2005
JPMorgan Chase (Successor to Bear Stearns) 2000 - 2000
Mizuho Corporate Bank (Successor to Fuji Bank) 1998 - 2000
Federal Reserve Bank of New York 1997 - 1997
Nagasaki East Academic High School 1993 - 1996
Skills
Credit Analysis, Credit Risk, Corporate Finance, Financial Modeling, Structured Finance, Financial Risk, Portfolio Management, Capital Markets, Finance, Risk Management, Credit, Financial Analysis, Banking, Mergers & Acquisitions, Loans, Commercial Banking, Underwriting
Education
Columbia University - School of International and Public Affairs
MIA, International Finance and Economic Policy
Columbia University in the City of New York
BA, Columbia College, East Asian Studies
Fiorello H. LaGuardia High School of Music & Art and Performing Arts
Viola
Kramer Levin Naftalis & Frankel LLP September 2006 - Present
U.S. Bankruptcy Court, Eastern District of New York September 2004 - September 2006
Amalgamated Bank August 2000 - April 2001
Skills
Corporate Law, Litigation, Commercial Litigation, Legal Writing, Legal Research, Civil Litigation, Bankruptcy, Appeals, Courts, Corporate Governance
Education
Brooklyn Law School 2001 — 2004
Doctor of Law (JD)
Amalgamated Bank January 2015 - Present
Amalgamated Bank October 2011 - January 2015
Astoria Federal Savings October 2006 - October 2011
North Fork Bank March 2005 - June 2006
Skills
Series 7, Licensed Life & Health..., Notary Public, Retail Banking, Series 66, NMLS Licensed, Financial Advisory, Fixed Annuities, Variable Annuities, Term Life Insurance, Whole Life, Universal Life, Sales Management, Operations Management, Loan Origination, Retirement Planning, Mutual Funds, Financial Services, Mortgage Lending, Wealth Management, Branch Banking, Branch Management, Relationship Management, Retirement, FINRA, Equities
Education
Adelphi University 2007 — 2009
BA, History
APASearch February 2015 - Present
TD BANK NA July 2004 - December 2009
Amalgamated Bank March 2000 - July 2004
Chase Manhattan Bank August 1994 - March 2000
Skills
Banking, Loans, Financial Risk, Auditing, Customer Service, Finance, Human Resources, Internal Audit, Internal Controls, Management, Operations Management, Sales, Training, Credit, Budgets, Financial Analysis, Strategic Planning, Microsoft Office, Negotiation, Leadership, Team Building, Marketing
Education
Fordham University
Bachelor of Applied Science (B.A.Sc.), Bus Admin/Marketing
Fordham University Rose Hill Campus
B.S, Business Administration; Business Administration; Marketing
Amalgamated Bank 2010 - Present
RBS Citizens Bank April 2007 - January 2010
North Fork Bank (Capital One) 2001 - 2007
Skills
Credit, Commercial Lending, Portfolio Management, Loans
Education
Fairfield University
Business
Amalgamated Bank May 1999 - Present
Amalgamated Bank January 1990 - May 1999
Amalgamated Bank January 1987 - January 1990
Skills
PowerPoint, Microsoft Outlook, Microsoft Excel, Adobe Acrobat, Digital/Document..., Sungard Global Plus, Client Service, Microsoft Powerpoint, Computer Graphics, CD/DVD Burning, Microsoft Word, WinZip, Internet, Internet Explorer, Google Chrome, Windows XP, Windows 7, Windows 8.1, Spelling, Grammar, Proofreading, Typing, SEI Trust 3000, EMC Documentum, FIS iAcquire, CIS Alchemy
Education
New Horizons Computer Learning Centers - New York City 2009 — 2010
Microsoft Office 2007
City University of New York-Hunter College 1982 — 1986
Bachelor of Arts - cum laude, Chinese Language & Literature
RK Advisors LLC September 2013 - Present
Amalgamated Bank August 2012 - September 2013
Lambda Financial Advisors July 2010 - September 2012
Merchants and Manufacturers Bank of Joliet January 2012 - August 2012
First Midwest Bank August 1997 - April 2010
Skills
Financial Services, Commercial Banking, Real Estate, Investments, Banking, Commercial Lending, Loan Origination, Investment Properties, Portfolio Management, Credit, Small Business Lending, Real Estate Economics, Loans, New Business Development, Credit Analysis, Commercial Mortgages, Negotiation, Asset Based Lending, Underwriting, Financial Analysis, Business Development, C&I Lending, Distressed Debt, Distress Properties, Loan Work-outs, Asset Management, Risk Assessment, Management, ROI Management, ROI Strategies, ROI Optimization, Collections, Compliance, Team Leadership, Finance, Banking Relationships, Long-term Customer..., Communication Skills, Collaboration, Business Networking, Strategic Planning, Strategic Financial..., Cash Management, Relationship-builder..., Mortgage Lending, Treasury Management, Middle Market, Funding, Cash Flow Lending, Mergers & Acquisitions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Finance, General
Amalgamated Bank Vice PresidentAmalgamated BankJune 2001 - Present
Education
City University of New York-Herbert H. Lehman College 1989 — 1992
Bachelor’s Degree, Sociology
Meketa Investment Group 2010 - Present
Amalgamated Bank 2004 - 2010
Citigroup 1991 - 2002
Skills
Alternative Investments, Private Equity, Hedge Funds
Education
Columbia University - Columbia Business School 1989 — 1991
mba, Finance
University of Colorado Boulder - Leeds School of Business 1982 — 1986
BS, Finance
Amalgamated Bank November 2008 - April 2013
Citigroup 2003 - October 2008
Mizuho Corporate Bank (successor by merger with IBJ Whitehall Bank 1998 - December 2002
Bank of America successor by merger with NATIONSBANK NA 1996 - 1998
JP Morgan Chase successor by merger with Manufacturers Hanover Trust 1983 - 1989
JP Morgan Chase by successor by merger with Manufacturers Hanover Trust 1980 - 1989
Education
New York University - Leonard N. Stern School of Business
MBA Program
State University of New York at Binghamton
BA, Social Science
Bank of America May 2012 - Present
CITIGROUP April 2011 - June 2012
JPMORGAN CHASE & CO August 2004 - April 2011
Amalgamated Bank February 2002 - August 2004
Eastbank April 1997 - February 2002
CITIBANK November 1996 - March 1997
Skills
Derivatives, Risk Management, Financial Analysis, Credit, Banking, Accounting, Access, Fixed Income, Team Building, Investment Banking, Equities
Education
Guangzhou University 1991 — 1994
Bachelor of Science, Light Chemical Industry
Baruch College, City University of New York (CUNY)
BBA, Computer Information System
Amalgamated Bank 1997 - 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Negotiation
Education
City University of New York-Brooklyn College 1987 — 1991
Bachelor of Science (B.S.), Business Administration and Management, General
Amalgamated Bank September 2015 - Present
Skills
Microsoft Office, Customer Service, PowerPoint, Social Media, Public Relations, Microsoft Word, Public Speaking, Social Networking, Microsoft Excel, Research, Photoshop, Social Skills, Marketing Communications, English, Windows, Outlook, Teaching, HTML, QuickBooks, Evernote
Education
Bennett College for Women 2009 — 2013
Journalism and Media Studies, Public Relations/Image Management
Varina High School 2006 — 2009
High School Diploma
JPMorgan Chase 2006 - 2008
Internal Revenue Service June 2004 - June 2005
Amalgamated Bank 1999 - 2003
BNY Mellon 1985 - 1991
Skills
Series 63, Series 7, Series 6, Customer Service, Microsoft Office, Securities, Mutual Funds, Investments, Fixed Income, Customer Service..., Customer Service..., Credit
Education
Baruch College
Bachelor of Business Administration (BBA), Finance
Saint John's University
MBA, Finance
Amalgamated Bank 2005 - Present
Sumitomo Trust and Banking 2000 - December 2005
Skills
Financial Analysis, Capital Markets, Portfolio Management, Banking, Fixed Income, Equities, Credit, Risk Management, Financial Risk, Corporate Actions, Investments
Education
Carleton College
Bachelor of Arts (B.A.)
City University of New York-Baruch College - Zicklin School of Business
Master's degree, Finance
Ramirez Asset Management March 2010 - Present
Amalgamated Bank 1992 - 2010
Skills
Alternative Investments, Capital Markets, Securities, Hedge Funds, Equities, Banking, Investment Strategies, Asset Allocation, Investment Management, Investment Advisory, Bloomberg, Mutual Funds, Fixed Income, Private Equity
Education
Fordham University 1984 — 1988
Bachelor of Arts (BA), Economics
MDRC 2015 - Present
Amalgamated Bank 1996 - 2014
AIG 1995 - 1996
Lincoln Savings Bank 1989 - 1995
Skills
HR Policies, Employee Relations, Benefits Administration, Performance Management, Human Resources, Employee Benefits, Recruiting, Strategy, Banking, Deferred Compensation, Management, Labor Relations, Talent Acquisition, Onboarding, Payroll, HRIS, Talent Management, Employment Law, Risk Management, Loans, Credit
Education
Baruch College
BBA, HR Management
Amalgamated Bank July 2010 - Present
Mutual of America Capital Management August 2000 - June 2010
Nikko Global Asset Management August 1993 - August 2000
Skills
Fixed Income, Investments, Investment Banking, Financial Modeling, Equities, Portfolio Management, Capital Markets, Valuation, Bloomberg
Education
State University of New York at Binghamton 1990 — 1993
Bs, Economics
Amalgamated Bank April 2009 - Present
Rye Capital March 2006 - October 2008
J&M Realty Services 2004 - 2004
John Catlin & Associates Architects July 1999 - November 2003
Education
NYU 2004 — 2005
MA, Real Estate Finance & Development
Boston Architectural Center 1998 — 2000
Architecture
University of N. Florida
BA, Liberal Arts
Amalgamated Bank October 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, C++, Social Media, C, HTML, Java
Education
Adelphi University 2011 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Beacon College 2009 — 2011
Associate of Arts (AA), Human Services, General
Amalgamated Bank March 2015 - Present
U.S. House of Representatives August 2012 - December 2012
Florida House of Representatives January 2011 - May 2011
Education
Florida State University 2009 — 2013
Bachelor of Science (BS) in Applied Economics, Bachelor of Arts (BA) in English Literature
First Central Savings Bank January 2012 - Present
Bank Leumi, USA April 2007 - November 2009
Amalgamated Bank September 1984 - October 2006
Skills
Banking, Credit, Credit Analysis, Credit Risk, Financial Risk, Financial Services, Loans, AML, Commercial Banking, Commercial Lending
Education
Boston College 1971 — 1975
Bachelor of Arts (B.A.), English Language and Literature/Letters
Amalgamated Bank October 2011 - Present
JCCA June 2010 - August 2010
Skills
Hard-working, Highly Ambitious, Motivation
Education
Beacon College/ Adelphi University 2009 — 2014
BA in Business Management, Business Administration and Management, General
Adelphi University 2011 — 2013
Workforce Connections July 2015 - Present
One Stop Career Center December 2013 - Present
ULAN July 2012 - September 2013
Amalgamated Bank December 2007 - July 2012
Skills
Accurate Data Entry, Banking, Business Development, Coaching, Coordinating Events, Customer Service, Employee Training, Microsoft Excel, Microsoft Office, Microsoft Word, Multi Tasking, New Business Development, Organizational..., Program Management, PowerPoint, Strategic Planning, Team Building
Education
University of Nevada-Las Vegas 2006 — 2008
Bachelor's degree
College of Southern Nevada 2004 — 2006
Associate of Business
Amalgamated Bank September 2010 - April 2015
TD September 2004 - September 2010
Skills
Banking, Portfolio Management, Financial Risk, Small Business Lending, Loans, Commercial Banking, Credit Analysis, Commercial Lending, Retail Banking, Consumer Lending, Asset Based Lending, Credit, Cross Selling, Finance
Education
Brooklyn College
Bachelor's degree, Business, Management and Finance. Minor: Psychology
BankUnited November 2012 - Present
Amalgamated Bank January 2010 - November 2012
RBS Citizens Bank April 2008 - January 2010
National Bank of Canada 1987 - 1991
Chase Manhattan Bank 1983 - 1987
Skills
Commercial Lending, Loans, Commercial Banking, Banking, Credit, Credit Analysis, Small Business Lending, Portfolio Management, Loan Origination, Commercial Mortgages, Asset Based Lending, Retail Banking, Real Estate Economics, Credit Risk
Education
Brooklyn Prep
Fairfield University
BS, Business Administration, Management and Operations
Amalgamated Bank June 2010 - Present
AmRock Advisors LLC April 2008 - December 2013
Merrill Lynch 1991 - 2008
American Savings Bank, FSB 1983 - 1991
Skills
Commercial Banking, Commercial Lending, Banking, Loans, Credit, Small Business Lending, Credit Analysis, Portfolio Management, Credit Risk, Retail Banking, Financial Risk, Fixed Income, Capital Markets, Securities, Cash Management
Education
NYU Institute of Real Estate 1975 — 1976
Commercial Real Estate Underwriting and Credit
Fordham University 1970 — 1974
Bachelor's degree, American History (United States)
Amalgamated Bank July 2015 - Present
River Japanese Cuisine June 2014 - August 2014
Education
Binghamton University - School of Management 2013 — 2017
Bachelor of Science (B.S.), Accounting
Benjamin N. Cardozo High School 2009 — 2013
High school diploma