First American International Bank
Industry: Private banking company
DescriptionFirst American International Bank is an overseas Chinese bank in the United States. Headquartered in Brooklyn, with branch offices in Chinatown, Manhattan and in Chinatown, Flushing, this privately held community bank was first established on November 15, 1999. Headquarters: New York City, NY Founded: 1999, Brooklyn, New York City, NY
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First American International Bank Employees
First American International Bank September 2009 - Present
First American International Bank August 2005 - September 2009
Skills
Banking Compliance, BSA, Banking Customer Service, AML, Banking, Risk Management, Due Diligence, Retail Banking, KYC, Financial Analysis, OFAC, Bank Secrecy Act, Analysis
Education
City University of New York-College of Staten Island 2003 — 2009
Bachelor of Arts (BA), Elementary Education and Teaching, 3.6
ICBC ( USA ) June 2014 - Present
Sports and Arts in Schools Foundation April 2009 - Present
First American International Bank February 2009 - April 2010
Skills
Microsoft Office, SQL, Adobe Creative Suite, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, OS X, Access, Dreamweaver, Photoshop, Project Management, Windows, Wordpress, Data Analysis, Outlook, HTML, Web Design
Education
Baruch College 2011 — 2013
Bachelor of Business Administration (BBA), Computer information Systems
Baruch College 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
First American International Bank February 2015 - Present
Lexden Capital November 2014 - January 2015
Cheerland Investment Group July 2014 - October 2014
Taikang Asset Management Co., Taikang Life Insurance Co. Ltd. September 2013 - February 2014
UBS SDIC Fund Management Company Limited September 2013 - February 2014
Mao County Eighty One Middle School June 2013 - July 2013
CBRE September 2010 - June 2013
Beijing Glory Real Estate Development Co. Ltd. May 2009 - August 2010
HDR December 2007 - May 2009
Skills
Commercial Banking, Commercial Mortgages, Financial Modeling, Real Estate Financing, Real Estate Due..., Capital Markets, Financial Analysis, Real Estate Development, Commercial Real Estate
Education
New York University 2013 — 2014
Master's Degree, Real Estate - Finance & Investment
University of Washington 2006 — 2007
Master’s Degree, Architecture
FAIC Investment Services / First American International Bank February 2013 - Present
HSBC August 2012 - January 2013
First American International Bank January 2009 - July 2012
First American International Bank May 2007 - December 2008
First American International Bank September 2006 - April 2007
Macy's August 2005 - August 2006
Skills
Financial Services, Life & Health Insurance..., Long Term Care Insurance, 401k, Retirement Planning, Securities, Series 7, Series 63, Series 65, Mutual Funds, Fixed Annuities, Variable Annuities, Bonds, REIT, Municipal Bonds, Disability Insurance, Wealth Management, Sales, IRAs, FINRA, Relationship Management, Retail Banking, Branch Banking, New Business Development, Customer Service, Investment Advisory, Teamwork, Management, Real Estate, Leadership, Asset Allocation, Sales Operations, 529 Plans, Investments, Banking
Education
Baruch College, City University of New York (CUNY) 2004 — 2009
Bachelor of Business Administration (BBA), Major: Finance and Investment Minor: Law & Policy
Pro4ia November 2013 - Present
Max Consulting Group Inc. September 2012 - December 2013
First American International Bank November 2009 - October 2010
First American International Bank March 2005 - October 2009
Skills
Operating Systems, Troubleshooting, Desktop Application..., Computer Hardware, Relocation, Windows 7, System Deployment, Servers, Virtualization, Windows, Technical Support
Education
CUNY New York City College of Technology
Mcintire School of Commerce August 2014 - Present
Alton Lane June 2015 - August 2015
First American International Bank May 2014 - May 2014
Skills
Team Leadership, Organizational..., Organizational..., Nonprofits, Public Speaking, Program Development, Interpersonal..., Team Building, Public Relations, Research, Teamwork, Administration, Fundraising, Higher Education, Leadership, Microsoft Word
Education
McIntire School of Commerce 2014 — 2016
Bachelor's Degree, Marketing and Management
Semester at Sea 2014 — 2014
Study Abroad
Piedmont Virginia Community College 2012 — 2014
Cape Fear Community College 2012 — 2012
First American International Bank December 2013 - Present
First American International Bank March 2012 - December 2013
First American International Bank October 2011 - March 2012
United Chinese Language Association of Baruch College September 2011 - December 2011
NYC Office of Payroll Administration (Citytime) June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Cantonese, Mandarin, Photoshop, Customer Service, Financial Analysis, Access, Outlook, Teamwork
Education
City University of New York-Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Finance
JPMorgan Chase & Co. July 2008 - Present
First American International Bank February 2003 - February 2008
Skills
Banking, Management, CRM, Credit, Sales, Coaching, Customer Service, Financial Services, Branch Banking, Policy, Loans, Retail Banking, Credit Analysis, Relationship Management, Risk Management, Commercial Banking, Consumer Lending, Portfolio Management, Finance, Financial Risk, Credit Risk, Commercial Lending, Cash Management, Small Business Lending, Mortgage Lending, AML, Credit Cards, Branch Management, Cross Selling, Wealth Management, Mutual Funds, Investment Banking, Mortgage Banking, KYC, Operational Risk, Private Banking, Lines Of Credit, Deposits, Residential Mortgages
Education
Queen's College
BoConcept September 2013 - June 2014
First American International Bank August 2012 - August 2013
Kaffco & Co, Inc. January 2013 - May 2013
Baruch College - Controller Office July 2012 - December 2012
Skills
QuickBooks, Microsoft Excel, Microsoft Word, MS Excel Pivot Tables, MS Axapta, ProSeries, Ultra Tax CS, Creative Solutions..., InDesign, Photoshop
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
Bachelor's Degree, Accounting
First American International Bank July 2013 - Present
New World Odyssey Import & Export Inc. August 2012 - August 2013
TKL Consulting January 2011 - August 2012
Pace University July 2010 - May 2011
Forever 21 March 2008 - March 2010
Skills
Analysis, Data Analysis, Sales, Customer Service, Microsoft Office, Microsoft Excel, Research, Accounting, Technical Support, Spanish, PowerPoint, Leadership, Social Media, Management, Market Research, Marketing, Event Planning, Strategic Planning, Microsoft Word, Public Speaking
Education
Pace University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
First American International Bank February 2013 - Present
Education
Columbia University - Columbia Business School 1972 — 1974
MBA
Columbia University - Fu Foundation School of Engineering and Applied Science 1967 — 1971
BS, Mining Engineering
KPMG US February 2014 - Present
Geller & Company February 2013 - January 2014
TheStreet September 2011 - December 2011
Eberhart Brothers Inc. July 2011 - August 2011
First American International Bank June 2010 - October 2010
Queens Library July 2008 - June 2009
Skills
Financial Analysis, Bloomberg Terminal, Microsoft Excel, Financial Reporting, Accounting, PowerPoint, Corporate Finance, Microsoft Word, Outlook, Bloomberg
Education
City University of New York-Baruch College 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
American Welding Society July 2014 - Present
ACE Regional Group August 2012 - July 2014
Bulltick April 2008 - June 2012
ABN AMRO June 2002 - March 2008
Compulab, Inc May 2000 - June 2002
DG Agency 1997 - 2000
Banque Sudameris Miami Agency March 1995 - July 1997
Banque Sudameris Miami Agency September 1989 - March 1995
First American International Bank 1986 - 1989
Chemical Bank International Miami February 1985 - December 1985
Skills
CompTIA Security+..., Disaster Recovery, Cisco Technologies, Project Management, Telecommunications, Banking, Business Continuity, IT Management, Information Security, Information Technology, Risk Management, Cloud Computing, System Administration, Microsoft Exchange, Infrastructure, Management, Vendor Management, Data Center, ITIL, Security, IT Service Management, Financial Services, Leadership, Virtualization, IT Strategy, Network Architecture, Capital Markets, Business Analysis, Firewalls, VMware, Switches, WAN, Information Security..., Business Development, Program Management, Change Management, Team Building, Governance, Integration, Business Intelligence, Consulting, Enterprise Software, SDLC
Education
Barry University 2014 — 2015
Achieved Master's degree in Administration, Master's in Administration
Barry University 2011 — 2012
Bachelor's degree, Information Technology
Miami Dade College 2008 — 2010
AA, Computer Science
Sumitomo Mitsui Banking Corporation July 2011 - Present
Sumitomo Mitsui Banking Corporation July 2007 - June 2011
First American International Bank August 2003 - July 2007
Skills
Credit Analysis, Financial Analysis, Financial Modeling, Risk Management, Credit, Portfolio Management, Banking
Education
New York Institute of Finance
Certificate, Credit Analysis
Cornell University 2002 — 2003
Master, Financial Engineering
University of California, Davis 2000 — 2002
MA, Economics
Xiamen University 1996 — 2000
Bachelor, Banking and International Finance
MoneyGram International October 2012 - Present
First Data Corporation July 2010 - October 2012
Bank of America November 2009 - July 2010
Bank of China October 2008 - November 2009
First American Investment Corporation October 2006 - October 2008
First American International Bank August 2004 - October 2008
Skills
Customer Service, Analysis, Sales, Investment Management, Investor Relations, Financial Analysis, Banking, Financial Modeling, Risk Management, Credit Analysis, Financial Instruments, Credit Cards, Credit, Portfolio Management, Credit Risk, AML, BSA, OFAC, training, Training
Education
Queens College 2007 — 2009
Bachelor of Arts, Economics, Accounting and Information Systems
City University of New York City College 2003 — 2007
Mechanical Engineering
First American International Bank March 2015 - Present
Skills
Final Cut Pro, HTML, Dreamweaver, Adobe Design Programs, Mandarin, Social Media, Photoshop, Project Management, Microsoft Office, Social Media Marketing, Social Networking, Photography, Market Research, PowerPoint, Property Management, Event Management, Microsoft Excel, Microsoft Word, Public Relations, Marketing, Customer Service, Graphic Design, Image Editing, Adobe Acrobat, Real Estate, Web Design, Hotels, Digital Photography, Brand Development, Branding, Event Planning
Education
Parsons School of Design 2008 — 2009
Fine/Studio Arts, General
Purdue University 2004 — 2008
Bachelor of Arts (B.A.), Film/Video and Photographic Arts
United Aquatics 2014 - Present
United Aquatics 2007 - Present
Abercrombie & Fitch January 2011 - March 2013
First American International Bank May 2010 - November 2010
United Aquatics January 2004 - January 2007
Skills
CPR Certified, Microsoft Office, First Aid Training, Lifeguarding, Research, Sales, Customer Service, PowerPoint, Public Speaking
Education
Stony Brook University 2011 — 2014
Bachelor of Science (B.S.), Health Science
City University of New York-College of Staten Island 2009 — 2011
First American International Bank March 2014 - February 2015
Crumbs Bake Shop August 2010 - December 2010
Party City June 2008 - August 2008
Citi July 2007 - August 2007
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Filing, Administrative..., Customer Service, Telephone Skills, Office Management, Data Entry, Outlook, Inventory Management
Education
Baruch College 2008 — 2013
Bachelor of Arts (BA), Psychology
James Madison High School 2004 — 2008
High School Diploma
Aviles Holdings February 2009 - Present
The International Bank of Miami N.A. October 1989 - January 2008
FIBA-Florida Int'l Bankers Association 2002 - 2003
First American International Bank April 1984 - September 1989
Citizens & Southern Banks (C&S) 1970 - April 1984
Skills
Spanish, Portfolio Management, Financial Services, Credit Risk, Finance, Commercial Lending, Mortgage Lending, Loans, Credit, Banking, Risk Management, Investments, Commercial Banking, Credit Analysis, Financial Risk, Financial Analysis, Corporate Finance, Emerging Markets, Treasury Management, AML, Trade Finance, Capital Markets, Underwriting, Private Banking, Commercial Mortgages, Retail Banking, Financial Institutions, Consumer Lending, Small Business Lending, Financial Structuring, Asset Based Lending, Financial Modeling, Wealth Management, Lines Of Credit, Strategic Financial..., Mergers & Acquisitions, Operational Risk, Cash Management
Education
University of Virginia
Center for International Banking Studies
Georgia State University
BBA, industrial psychology
Haver Analytics September 2015 - Present
Ye Tour Corporation May 2015 - September 2015
Citigroup May 2014 - May 2015
Actuarial Science Club June 2012 - June 2013
First American International Bank January 2012 - February 2013
Queensborough Community College June 2011 - January 2012
Skills
Analysis, Research, VBA, SQL, SAS, Microsoft Excel, PowerPoint, Microsoft Word, C++, Cantonese, Mandarin, Event Planning, Public Speaking, Microsoft Office
Education
Baruch College 2012 — 2015
Bachelor’s Degree, Actuarial Science, 3.7/4.0
Sumitomo Mitsui Banking Corporation March 2015 - Present
JPMorgan Chase July 2013 - March 2015
Intesa Sanpaolo December 2010 - July 2013
First American International Bank October 2007 - December 2010
Skills
AML, Capital Markets, Financial Risk, Due Diligence, KYC, OFAC, Bank Secrecy Act, Analysis, Banking, Operational Risk, Management, Risk Management, Securities, Credit, Credit Risk
Education
City University of New York-Brooklyn College 2008 — 2014
Bachelors, Business management and finance
Kingsborough Community College 2005 — 2007
Associates, Business Administration
Options Group August 2015 - Present
SIDO NYRE September 2015 - Present
Baruch College January 2014 - Present
First American International Bank March 2015 - August 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Event Planning, Social Media
Education
Baruch College, City University of New York (CUNY) 2013 — 2016
Finance, Investment
College of staten Island 2012 — 2013
Marshall County High School
High School
Metropolitan Commercial Bank (New York) September 2015 - Present
First American International Bank October 2014 - Present
AlmaBank February 2013 - October 2014
Sterling National Bank 2008 - 2013
Liberty Pointe Bank 2006 - 2008
Provident Bank New York 2002 - 2006
Skills
Banking, Commercial Banking, Loans, Commercial Lending, Credit, Credit Analysis, Lines Of Credit, Consumer Lending, Loan Origination, Small Business Lending, Mortgage Banking, AML, Retail Banking, Bank Secrecy Act, Deposits, Anti Money Laundering
Education
Iona College
Business Administration and Management, General
Visionary Information Solutions September 2015 - Present
Condé Nast/ Architectural Digest July 2015 - September 2015
giggle February 2015 - May 2015
RABEANCO June 2014 - July 2014
First American International Bank August 2013 - January 2014
Skills
Data Analysis, Data Entry, Pivot Tables, Access, Outlook, Microsoft Office, Customer Service, InDesign, Microsoft Excel, Leadership, Microsoft Word, Strategic Planning, PowerPoint, Photoshop, Project Management, Social Media, Teamwork, Accounting
Education
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, 3.9/4.0
Forest Hills High School 2008 — 2011
High School Diploma
First American International Bank November 2014 - Present
NYC Department of Education July 2014 - October 2014
SBU-TV February 2014 - May 2014
Chinese-American Planning Council June 2013 - August 2013
The Calhoun School September 2009 - May 2010
Hamilton Madison House June 2009 - August 2009
Crowne Plaza JFK Airport September 2008 - June 2009
Skills
Photography, Video Editing, Photoshop, Film, Social Media, Microsoft Word, PowerPoint, Marketing, Event Photography, Event Planning, Office Administration, Film Photography, Copy Editing, Email Campaigning, Copywriting, Newsletters, Final Cut Pro, Research, Microsoft Office, Microsoft Excel, Assistant Teaching, Sony Vegas, Adobe Lightroom, Email Marketing
Education
Stony Brook University 2010 — 2014
Bachelor's degree, Film/Cinema/Video Studies
The Summit School 2003 — 2010
High School Diploma
Seeking New Opportunity October 2015 - Present
Guida and Associates August 2013 - September 2015
First Key January 2015 - June 2015
First American International Bank August 2012 - July 2013
Intervest National Bank March 2008 - November 2011
Quorum Federal Credit Union 2006 - 2007
Mortgage IT 2004 - 2006
Skills
Mortgage Banking, Commercial Lending, Loans, Mortgage Lending, Credit Analysis, Mortgage Servicing, Commercial Real Estate, Loan Origination, Underwriting, Commercial Banking, Credit, Banking, Mortgage Underwriting, Commercial Mortgages, Portfolio Management, Risk Management, Title Insurance, Post Closing, Residential Mortgages, Financial Policies &..., Project Management, Residential Homes, Lines Of Credit, Funding, Retail Banking, Financial Services, Residential, Credit, mortgage..., Management, Credit Risk, Finance, Financial Analysis
Education
Mercy College 1970 — 1973
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
American Federation of Musicians Local 47 March 2014 - Present
First American International Bank August 2013 - Present
Bloomberg LP September 2012 - Present
Newark Computing Services June 2011 - July 2012
Skills
Bloomberg Terminal, Bloomberg, Fixed Income, Corporate Actions, Microsoft Office, Teamwork, Customer Service, Time Management, Social Media, Microsoft Word, PowerPoint, Microsoft Excel, Bonds, Access, Analysis
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2012
Bachelor's degree, Economics
Scotiabank August 2015 - Present
Chidichimo Consultants, LLC August 2004 - Present
Agricultural Bank of China August 2014 - May 2015
Navigant January 2011 - August 2013
TD July 2011 - November 2011
RBC June 2010 - October 2010
Banco Popular Dominicano September 2008 - June 2009
Safra National Bank of New York April 2007 - April 2008
First American International Bank December 2007 - February 2008
American Express May 2007 - May 2007
Skills
Research, Intelligence Analysis, Evidence, Interrogation, Criminal Investigations, Investigative Reporting, Government, Counterterrorism, Surveillance, Private Investigations, Due Diligence, Homeland Security, Enforcement, Security Management, National Security, Counterintelligence, Criminal Law, Executive Protection, Training, Internal Investigations, Intelligence, Forensic Accounting, Fraud, Analysis, Security, Police, Certified Fraud Examiner, Background Checks, Emergency Management, Criminal Justice, Program Management, HUMINT, Public Safety, Personal Security, Security Training, Law Enforcement, Bank Secrecy Act, Anti Money Laundering
Education
The University of New Mexico 1970 — 1978
BA, Political Science/History
FirstKey June 2013 - Present
First American International Bank March 2012 - June 2013
GreenStreet Capital Partners, LLC August 2011 - February 2012
. June 2010 - September 2011
Bank of America November 2008 - July 2009
GreenStreet Financial January 1997 - November 2008
Long Island Savings Bank January 1995 - February 1996
Bank of America 1994 - 1995
Arbor National Mortgage 1991 - 1994
Lending Solutions, Inc January 1988 - September 1991
Skills
Negotiation, Re-engineering, Mortgage Lending, Strategic Planning, Sales Management, New Business Development, Problem Solving, Account Management, Loans, Loan Origination, Executive Management, Finance, Marketing, Small Business, Real Estate, Leadership, Sales, Construction Loans, Team Building, Risk Management, Investment Properties, Refinance
Education
Mercy College 1976 — 1978
Marketing
Westchester College 1974 — 1976
Yorktown High School 1969 — 1973
First American International Bank May 2012 - Present
Savvy City Girl June 2009 - Present
Zilka Inc. August 2009 - May 2012
Hans Project August 2011 - September 2011
Daniele Perna Designs February 2005 - August 2009
Credit Suisse First Boston March 2001 - February 2005
Donaldson, Lufkin & Jenrette February 1999 - March 2001
Skills
Creative Direction, Interior Design, Public Relations, Marketing, Residential Homes, Marketing Strategy, Social Media, Fashion, Fashion Design, Contemporary Art, Art, Advertising, Entrepreneurship, Theatre, Management, Photography
Education
New York University 1986 — 1990
BFA, Dance
Deutsche Bank July 2010 - July 2012
ThinkBRQ July 2010 - July 2012
Keystone Trading Group August 2008 - January 2010
NYSE Euronext November 2006 - July 2007
Gemini Systems, LLC. August 2006 - July 2007
Goldman Sachs & Co. May 2005 - August 2005
First American International Bank June 2004 - February 2005
Education
Columbia University in the City of New York 2002 — 2006
BS, Operations Research
Murphy Capital Management August 2010 - Present
Jefferies & Company July 2007 - June 2009
Putnam Lovell NBF 2000 - 2007
First American International Bank 1999 - 2000
Education
New York University 1999 — 2000
MS
Stanford University 1994 — 1998
BS
Stuyvesant High School 1990 — 1994
First American International Bank July 2013 - Present
Industrial and Commercial Bank of China (USA) NA (formerly Bank of East Asia) April 2011 - July 2013
OCBC Bank May 2008 - April 2011
D. E. Shaw & Co., L.P. November 2004 - 2007
Oak Hill Partners January 2004 - October 2004
Safra National Bank of New York October 1999 - September 2001
Reserve Management Corp. June 1996 - July 1999
MediaAmerica, Inc. August 1995 - April 1996
Hills Department Stores July 1986 - August 1995
Skills
Employee Relations, Performance Management, Benefits, Employment Contracts, Staff Supervision
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Wharton Executive Leadership Program, Graduate School of Banking and Executive Leadership, Joint Program of Wharton Executive Leadership Program and ABA Stonier Graduate School of Banking
ABA Stonier Graduate School of Banking 2014 — 2016
The New School 1986 — 1990
MS, Human Resources Management
Drew University 1970 — 1974
BA, History & Political Science
ABA Stonier
ABA Stonier
ABA Stonier
First American International Bank October 2013 - Present
Industrial and Commercial Bank of China (USA) NA November 1987 - October 2013
Skills
Facilities Management, Purchasing, Document Creation, Process Improvement, Lease Administration, Team Leadership, Customer Service, Negotiation, Change Management, Microsoft Office, Account Management, Microsoft Excel, Microsoft Word, PowerPoint, Security, Product Development, Banking, Management, Operations Management
Education
City University of New York 1974 — 1979
Bachelor's degree, Secondary Education and Teaching
JPMorgan Chase & Co. October 2012 - Present
JPMorgan Chase December 2011 - October 2012
JPMorgan Chase April 2010 - December 2011
Contour Mortgage Corp August 2009 - April 2010
MetroStar Realty Corp. October 2007 - November 2009
First American International Bank September 2009 - October 2009
Gene Burshtein Enterprises, Inc. d/b/a Empire Mortgage Company January 2005 - November 2008
MetroStar Realty Corp. January 2005 - October 2007
Skills
Mortgage Lending, Loans, Real Estate, Mortgage Banking, Credit, Leadership, Training, Banking, Sales, Mortgage Underwriting, Analysis, Mortgage Servicing, Management, Strategic Planning, Project Management
Education
State University of New York College at Brockport 2000 — 2004
Financial Management
James Madison High School
Publicis Advertising April 2007 - Present
The Dai-ichi Life Insurance Company, Limited July 2005 - April 2007
First American International Bank July 2003 - July 2005
Skills
General Ledger, GAAP, Financial Reporting, Account Reconciliation, Internal Controls, Fixed Assets, Sarbanes-Oxley Act, Journal Entries, Accruals, Variance Analysis, Accounting, Accounts Payable
Education
Baruch College, City University of New York (CUNY) 2001 — 2006
Accounting
First American International Bank November 2009 - March 2012
Skills
Real Estate, Real Estate Economics, Investment Properties, Appraisals, Real Estate Transactions, Investors, Residential Homes, Real Estate Development, Sellers, Valuation, Single Family Homes
Education
Hofstra University
First American International Bank October 2014 - Present
First National Bank of Santa Fe December 2010 - June 2014
CIT January 2007 - November 2010
SMBC Leasing 1997 - 2006
BTM Leasing 1990 - 1997
Fox-Pitt, Kelton 1986 - 1990
KPMG 1984 - 1986
FDIC 1981 - 1984
Skills
Financial Modeling, Financial Reporting, Fixed Income, Essbase, Accounting, PeopleSoft, Structured Finance, Hyperion Enterprise, Financial Statements, Microsoft Excel, Finance, Equity Valuation, Financial Planners, VBA, Microsoft Office, Activity Based Costing, Visual Basic, Japanese, Policy Analysis, Oracle, QuickBooks, Sendero, ProfitStars, Managerial Finance, Financial Planning
Education
London School of Economics and Political Science 1988 — 1989
International Finance
Coe College 1977 — 1981
B.A, Mathematics & Accounting
Teaneck High School
First American International Bank
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
Redcats USA March 2011 - Present
Redcats USA March 2007 - March 2011
First American International Bank January 2005 - March 2007
Skills
SAS, SAS/SQL, SAS E-Miner, SAS Macros, SAS Stored Processes, SAS Add-In for MS Office, SPSS, Statistics, Statistical Modeling, Regresstion Testing, Logistic Regression, Predictive Modeling, Predictive Analytics, Market Basket Analysis, Data Analysis, Database Marketing, Multi-channel Marketing, Direct Marketing, Design of Experiments, Maple, Matlab
Education
Stony Brook University 2005 — 2006
MS, Applied Math & Statistics
Stony Brook University 2001 — 2005
BS, Applied Math & Statistics, Economics
Morgan Stanley December 2013 - Present
First American International Bank April 2011 - November 2013
Primus Asset Management December 2010 - April 2011
Primus Asset Management March 2006 - September 2010
U.S. Trust 2000 - 2006
JPMorgan Chase 1988 - 2000
Irving Trust 1985 - 1988
Skills
Budget, Analysis, Team Building, Capital Markets, Financial Modeling, Strategic Financial..., Banking, Trend Analysis, Variance Analysis, Month End Close, Financial Reporting, Financial Analysis, Financial Accounting, Managerial Finance, Budgets, Financial Risk, Risk Management, Investments, Internal Controls, Forecasting, Finance, Sarbanes-Oxley Act, Treasury Management, Due Diligence, Cash Management, Portfolio Management, Credit Analysis, Derivatives, Mergers & Acquisitions, Business Planning, Valuation, Corporate Finance, Treasury Services, Asset Management, SEC filings, Bloomberg, Accounting, Financial Planning
Education
Bankers Administration Institute - University of Wisconsin-Madison 1992 — 1995
Advance Certificate in Financial Management, Financial Analysis, business valuation and accounting and risk management
Pace University 1981 — 1984
BBA, Accounting
PricewaterhouseCoopers February 2011 - Present
Dining Services at Ursinus College August 2007 - December 2010
PricewaterhouseCoopers June 2010 - August 2010
Ursinus College January 2010 - May 2010
Ursinus College Admissions Office September 2008 - December 2009
Janlian Medical Group June 2009 - August 2009
Creative Pier May 2008 - August 2008
First American International Bank October 2006 - August 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Financial Analysis, Microsoft Office, Access, Outlook, Creative Writing, Accounting, Analysis, Financial Reporting, Nonprofits, Research, Auditing, Management, Teamwork
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2015
Masters, Accounting
Ursinus College 2007 — 2011
Bachelors, Business and Economics and Media and Communications Studies
First American International Bank January 2014 - Present
Emigrant Mortgage Company April 2009 - December 2013
Emigrant Funding Corporation December 2000 - April 2009
Emigrant 1031 Direct Corp. 2006 - 2007
Emigrant Funding Corp. December 1997 - November 2000
Republic National Bank (n/k/a HSBC Corp.) 1993 - 1997
Skills
Loans, Mortgage Lending, Underwriting, Valuation, Finance, Commercial Mortgages, Loan Servicing, Loss Mitigation, Credit Analysis, Financial Structuring, Real Estate Financing, Business Analysis, Foreclosures, Short Sales, Banking, Commercial Real Estate, Credit Risk, Risk Management, Portfolio Management, Financial Modeling, ALLL/Loan Loss Reserves, Appraisals, Presentation Skills, Financial Reporting, Residential Mortgages, Loan Modifications, Collections, Cash Flow Lending, Real Estate Taxation, 1031 Exchanges, Loan Compliance, Loan Closings, Cantonese, Mandarin, Japanese
Education
Fordham University - Graduate School of Business Administration
MBA, Finance & Information Systems- dual major
Wesleyan University
BA, Political Science & East Asian Studies- dual major
Stuyvesant High School
JPMorgan Chase November 2011 - Present
First American International Bank May 2010 - April 2012
Baruch College September 2008 - August 2010
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
BAN, Finance
Bank of America September 2012 - Present
Recovco Mortgage Management May 2010 - July 2012
First American International Bank June 2009 - August 2010
First Franklin 2002 - 2007
Skills
Financial Analysis, Mortgage Lending, Credit, Credit Analysis, Banking, Loans, Underwriting, Refinance, Mortgage Banking, Residential Mortgages
Education
Bridgewater State University 1997 — 2000
Bachelor's degree, Speech Communication and Rhetoric
The College of Saint Rose 1995 — 1997
Bachelor's degree, Communications
Ramius LLC March 2015 - Present
J.P. Morgan October 2014 - March 2015
Brown Brothers Harriman April 2011 - October 2014
The Forum Group August 2010 - April 2011
First American International Bank June 2008 - August 2008
Skills
Outlook, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Fixed Income, Customer Service, Research, Marketing, Strategic Planning, Social Media, Project Management, Event Planning, Business Analysis, Access
Education
State University of New York at Binghamton 2006 — 2010
Bachelor of Science (B.S.), Economics specialization in Finance
JPMorgan Chase September 2011 - Present
K&J Accounting and Tax Consulting, Inc. March 2010 - August 2011
First American International Bank February 2009 - March 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, QuickBooks, Financial Accounting, Financial Analysis, Bookkeeping, Customer Service, Tax, Financial Reporting, Banking, Financial Modeling, Access
Education
Baruch College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
First American International Bank
Education
Baruch College, City University of New York (CUNY)
BBA, Advertising and Marketing Communication
First American International Bank December 2009 - Present
Internal Revenue Service, Volunteer Income Tax Assistance Program (VITA) December 2010 - April 2011
First American International Bank October 2008 - December 2009
Ozing U.S. Inc. March 2007 - August 2008
Skills
Accounting, Analysis, CPA, Credit, Finance, Financial Statements, General Ledger, Journal Entries, Loans, Mortgage Lending, Software Documentation, Tax, Data Entry
Education
Brooklyn College 2007 — 2010
BS, Accounting
Moelis & Company June 2015 - Present
First American International Bank April 2014 - January 2015
Berkery, Noyes & Co., LLC January 2010 - April 2014
Lloyds Banking Group December 2009 - January 2010
First Investors Corporation August 2009 - November 2009
Skills
Finance, Investment Banking, Management, Financial Services, Mergers & Acquisitions
Education
City University of New York-Brooklyn College
First American International Bank May 2014 - December 2014
First American International Bank July 2009 - August 2013
Skills
PowerPoint, Microsoft Excel, Marketing, Chinese, Data Analysis, Chinese Language, Outlook, Excel, Microsoft Office, Microsoft Word, Analysis, Access, Event Planning, Solicitation, Organization, Vendor Relations, Market Research
Education
University of Richmond 2010 — 2014
BSBA, Business Administration - Marketing, Chinese Studies Minor
Benjamin N. Cardozo High School 2006 — 2010
High School, General, Da Vinci Science and Math Program
First American International Bank December 2014 - Present
Orsyn Abstracts March 2014 - August 2014
Enterprise Title Agency, Inc. June 2012 - February 2014
Frenkel, Lambert, et. al. July 2010 - March 2011
Office of the Nassau County Attorney June 2001 - April 2010
Realty Reports, Inc. December 2000 - June 2001
NIA Abstract February 2000 - August 2000
Goldman and Goldman, P.C. September 1997 - February 2000
Cullen and Dykman LLP October 1996 - August 1997
United States Marine Corps August 1979 - June 1983
Skills
Real Estate, Title Insurance, Tax Certiorari, Legal Research, Legal Writing, Settlement Conferences, Trials, Litigation, Real Estate Transactions, Motions, Westlaw, Civil Litigation, Legal Issues, Commercial Litigation, Elder Law, Bankruptcy, Commercial Real Estate, Appeals, Lexis, Leases, Property Law, Hearings, Foreclosures, Family Law, Arbitration, Municipal Law
Education
Hofstra University School of Law 1988 — 1991
J.D., Law
Long Island University, C.W. Post Campus 1986 — 1988
B.A., Criminal Justice
Nassau Community College 1983 — 1985
A.S., Criminal Justice
First American International Bank November 2013 - Present
Asia Bank N.A October 2008 - October 2013
University at Buffalo June 2005 - June 2006
Skills
Microsoft..., Credit report: CredStar..., Language: Mandarin,..., Credit, Cantonese, Financial Analysis, Mandarin, Outlook, Microsoft Excel, Spreadsheets, Customer Service, Microsoft Word, Data Entry, PowerPoint, Microsoft Office, Phone Skills, File Management, Access, Fax, Lotus Notes, Banking, Research, Teamwork
Education
Murry Bergtraum High School
University at Buffalo
Bachelor, Accouting
Seeking Employment in the EH&S industry June 2012 - Present
Brookhaven National Laboratory’s Radiation Control Division February 2012 - May 2012
First American International Bank 2007 - 2009
H.T February 2003 - June 2004
Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, Photoshop, Radiation Safety, Hazardous Materials..., Construction Safety
Education
Stony Brook University 2009 — 2012
Bachelor of Health Science, Environmental Health
Laguardia Community College 2007 — 2009
Leong Law Group, P.C. April 2014 - Present
First American International Bank August 2008 - Present
First American International Bank June 2007 - August 2008
Skills
Banking, Retail Banking, Risk Management, Microsoft Excel, Microsoft Word, Relationship Management, Sales, Customer Service, Credit, PowerPoint, Investments, Analysis, Strategic Planning, Outlook, Legal Assistance, Paralegals
Education
Baruch College 2010 — 2014
Bachelor's degree, Finance, General
Borough of Manhattan Community College 2006 — 2009
Associate's degree, Business Administration
First American International Bank April 2010 - Present
Fidelity National Financial January 2008 - January 2009
Skills
Mortgage Lending, Real Estate, Financial Analysis, Analysis, Commercial Real Estate, Foreclosures, Loans, Investments, Credit Analysis, Credit, Banking, Due Diligence, Real Estate Economics, Valuation, Real Estate Transactions, Retail Banking, Loan Origination, Commercial Lending, Commercial Mortgages, Asset Management, Mortgage Banking, Residential Mortgages, Commercial Banking, Credit Risk
Education
New York University 2012 — 2013
Credit Analysis, Banking, Corporate, and Finance
The College of Staten Island
Bachelor of Science (BS), Finance and Economics
The Blackstone Group January 2013 - Present
PricewaterhouseCoopers July 2007 - December 2012
First American International Bank June 2005 - August 2006
Education
Binghamton University - School of Management 2003 — 2007
Accounting
First American International Bank February 2007 - Present
Skills
Banking
Education
Jinan University
Bachelor of Science (BS)
University of Technology, Sydney
Bachelor's degree, Accounting and Finance
First American International Bank December 2013 - Present
AJP Realty 2011 - December 2013
R.D. Geronimo Ltd. June 2008 - December 2012
Skills
Microsoft Excel, Real Estate, Research, Negotiation, Commercial Real Estate, Real Estate Appraisal, Leadership, Mentor
Education
Hofstra University 1998 — 2002
Bachelor of Science (BS), Finance, General
Appraisal Institute
First American International Bank November 2009 - April 2015
Skills
Mortgage Lending, Loans, Credit Analysis, Banking, Credit, Financial Analysis, Portfolio Management, Credit Risk, Analysis, Loan Origination
Education
City University of New York City College
Master of Arts (M.A.)
South China University of Technology
huafu
huafu
Amerasia Bank March 2014 - Present
First American International Bank May 2007 - March 2014
Asia Bank NA December 1999 - April 2007
Skills
Business Analysis, Management, Vendor Management, Process Improvement, Disaster Recovery, Portfolio Management, Banking, Retail Banking, Analysis, Strategic Planning, Credit, Relationship Management, Risk Management, Financial Analysis, IT Management, Customer Service, Leadership, Integration, Project Management, Financial Services, IT Strategy, Account Management, CRM, Networking, ITIL, Enterprise Software
Education
City University of New York City College
Master of Engineering (MEng), Electrical and Electronics Engineering
NYC DOHMH March 2011 - Present
Citibank N.A. July 2004 - March 2011
First American International Bank July 2003 - July 2004
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Access, MS Project, FMS2, FMS3, RMS, OES, BMS, Contract / Contract..., PATS, Travel Desk, Adobe Acrobat X PRO, Microsoft Word, Outlook, Accounting
Education
Stony Brook University
Bachelor's Degree, Business Management
Stony Brook University
Bachelor's Degree, Econnomics
WEMPE April 2012 - Present
FXDD October 2007 - October 2011
First American International Bank August 2005 - September 2007
Flushing optical company March 2003 - May 2005
Skills
Sales, Customer Service, Trading, Microsoft Excel, Microsoft Word, Translation, Foreign Languages, Foreign Exchange
Education
Queens College 2003 — 2007
Bachelor of Arts (B.A.), Corporate finance, international business, economics, 3.5
First American International Bank December 2002 - Present
Self employed June 2001 - Present
Education
Binghamton University
First American International Bank June 2015 - Present
Ebay Reseller March 2013 - Present
TMI Trading Corp. February 2015 - June 2015
Wong & Co CPA October 2014 - April 2015
First American International Bank December 2014 - February 2015
Baruch College Office of Student Life September 2013 - June 2014
HK Printing April 2013 - January 2014
Excel Hair Salon October 2012 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, HTML, Windows, Event Planning, Time Management, Team Leadership
Education
City University of New York-Baruch College 2012 — 2014
Bachelor of Business Administration (BBA), Finance
CUNY New York City College of Technology 2009 — 2011
Associate's Degree, Accounting
College of Staten Island, City University of New York October 2015 - Present
New York City Urban Debate League September 2015 - Present
College of Staten Island, City University of New York June 2015 - Present
First American International Bank March 2014 - Present
Food Bank For New York City January 2015 - April 2015
Board of Elections in the City of New York September 2013 - November 2014
Skills
Social Networking, Social Media, Customer Service, Teamwork, Leadership, Time Management, Public Speaking, Nonprofits, Microsoft Word, PowerPoint, Higher Education, Microsoft Excel, Public Relations, Fundraising
Education
City University of New York-College of Staten Island 2013 — 2017
Bachelor's Degree, Business Marketing and Management