Herald National Bank
Description
Address: 623 5th Ave, New York, NY 10022 Phone: (212) 421-0030: : Category: Website: : : : : Place name: Own this business?
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Herald National Bank Employees
Employee
Years
Job
Industry
Joseph Barnett Joseph Barnett's Herald National Bank Experience 2009 - 2010
Job First Vice President at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch April 2014 - Present
Bank Leumi 2010 - 2014
Herald National Bank 2009 - 2010
Merrill Lynch 2000 - 2009
Skills
Commercial Banking, Credit Analysis, Corporate Finance, Credit, Banking, Portfolio Management, Financial Analysis, Investments, Loans, Asset Based Lending, Commercial Lending, Finance, M&A experience, International M&A, Investment Banking, Private Equity, Private Placements, Alternative Investments, Hedge Funds, Funding, Structured Finance, Mergers & Acquisitions, Capital Markets
Education
City University of New York-Baruch College
Corporate Finance / Economics
New York University - Leonard N. Stern School of Business
Merrill Lynch April 2014 - Present
Bank Leumi 2010 - 2014
Herald National Bank 2009 - 2010
Merrill Lynch 2000 - 2009
Skills
Commercial Banking, Credit Analysis, Corporate Finance, Credit, Banking, Portfolio Management, Financial Analysis, Investments, Loans, Asset Based Lending, Commercial Lending, Finance, M&A experience, International M&A, Investment Banking, Private Equity, Private Placements, Alternative Investments, Hedge Funds, Funding, Structured Finance, Mergers & Acquisitions, Capital Markets
Education
City University of New York-Baruch College
Corporate Finance / Economics
New York University - Leonard N. Stern School of Business
John Altiere John Altiere's Herald National Bank Experience April 2011 - November 2011
Job Vice PresidentSenior Commercial Underwriter at Suffolk County National Bank
Industry Banking
Experience
Suffolk County National Bank November 2011 - Present
Herald National Bank April 2011 - November 2011
Herald National Bank August 2010 - December 2010
Bank of America October 2008 - February 2010
Sovereign Bank June 2004 - September 2008
Henrich Organization September 1998 - May 2004
EAB 1979 - 1984
Skills
Commercial Lending, Mortgage Lending, Commercial Banking, Banking, Loans, Asset Based Lending, Underwriting, Small Business Lending, Credit Analysis, Corporate Finance, Credit, Small Business, Due Diligence, Mergers & Acquisitions, Trade Finance, Portfolio Management, Commercial Real Estate, Financial Analysis, Commercial Mortgages, Credit Risk
Education
Hofstra University
BBA, Finance
Suffolk County National Bank November 2011 - Present
Herald National Bank April 2011 - November 2011
Herald National Bank August 2010 - December 2010
Bank of America October 2008 - February 2010
Sovereign Bank June 2004 - September 2008
Henrich Organization September 1998 - May 2004
EAB 1979 - 1984
Skills
Commercial Lending, Mortgage Lending, Commercial Banking, Banking, Loans, Asset Based Lending, Underwriting, Small Business Lending, Credit Analysis, Corporate Finance, Credit, Small Business, Due Diligence, Mergers & Acquisitions, Trade Finance, Portfolio Management, Commercial Real Estate, Financial Analysis, Commercial Mortgages, Credit Risk
Education
Hofstra University
BBA, Finance
Gerard A. Perri Gerard A. Perri's Herald National Bank Experience November 2007 - April 2012
Job Chief Financial Officer
Industry Banking
Experience
Orange County Trust Company July 2012 - Present
Fieldpoint Private Bank & Trust April 2012 - July 2012
Herald National Bank November 2007 - April 2012
CheckSpring Bank March 2006 - September 2006
Metropolitan National Bank June 1999 - February 2006
Spencer Savings Bank June 1998 - May 1999
BRT Realty July 1997 - May 1998
Bankers Federal Savings FSB August 1990 - April 1997
Skills
Banking, Credit, Loans, Financial Analysis, Cash Management, Financial Reporting, Compliance, Mergers, Risk Management, Due Diligence, Corporate Finance, Portfolio Management, Accounting, Forecasting, Executive Management, Investments, Budgeting, SEC reporting, Internal Audit, Financial Management, Strategic Planning, Internal Controls, Financial Modeling, Budgets, Credit Analysis, Commercial Banking, Small Business Lending, Credit Risk, Managerial Finance, Banking Relationships, Mortgage Lending, Commercial Lending, Mergers & Acquisitions, Treasury Management, Finance, SEC filings, Financial Risk, Interest Rate Risk..., Financial Institutions, Cash Flow, Capital Markets, Asset Based Lending, Retail Banking, Treasury, Valuation, ALM, Asset Management, Strategic Financial..., Financial Services, Underwriting
Education
National School of Banking at Fairfield University 1993 — 1995
Graduate Degree in Banking, Banking
Adelphi University 1983 — 1986
MBA, Corporate Finance
Queens College 1973 — 1977
BA, Accounting
Archbishop Molloy High School 1969 — 1973
Regents Diploma
Orange County Trust Company July 2012 - Present
Fieldpoint Private Bank & Trust April 2012 - July 2012
Herald National Bank November 2007 - April 2012
CheckSpring Bank March 2006 - September 2006
Metropolitan National Bank June 1999 - February 2006
Spencer Savings Bank June 1998 - May 1999
BRT Realty July 1997 - May 1998
Bankers Federal Savings FSB August 1990 - April 1997
Skills
Banking, Credit, Loans, Financial Analysis, Cash Management, Financial Reporting, Compliance, Mergers, Risk Management, Due Diligence, Corporate Finance, Portfolio Management, Accounting, Forecasting, Executive Management, Investments, Budgeting, SEC reporting, Internal Audit, Financial Management, Strategic Planning, Internal Controls, Financial Modeling, Budgets, Credit Analysis, Commercial Banking, Small Business Lending, Credit Risk, Managerial Finance, Banking Relationships, Mortgage Lending, Commercial Lending, Mergers & Acquisitions, Treasury Management, Finance, SEC filings, Financial Risk, Interest Rate Risk..., Financial Institutions, Cash Flow, Capital Markets, Asset Based Lending, Retail Banking, Treasury, Valuation, ALM, Asset Management, Strategic Financial..., Financial Services, Underwriting
Education
National School of Banking at Fairfield University 1993 — 1995
Graduate Degree in Banking, Banking
Adelphi University 1983 — 1986
MBA, Corporate Finance
Queens College 1973 — 1977
BA, Accounting
Archbishop Molloy High School 1969 — 1973
Regents Diploma
Patricia Marson-Gayle Patricia Marson-Gayle's Herald National Bank Experience April 2011 - March 2013
Job Loan Servicer at Hanover Community Bank
Industry Banking
Experience
Hanover Community Bank October 2013 - Present
BankUnited March 2013 - August 2013
Herald National Bank April 2011 - March 2013
Capital One September 2008 - March 2011
Skills
Commercial Banking, Banking, Commercial Lending, Credit, Loans, Loan Origination, Loan..., Retail Banking, Branch Management, Cross Selling, Lines Of Credit, Credit Risk, Loan Origination
Education
Chartered Institute of Marketing
Certificate, Marketing
University of the West Indies, Jamaica
Bachelor of Arts (B.A.), History
Hanover Community Bank October 2013 - Present
BankUnited March 2013 - August 2013
Herald National Bank April 2011 - March 2013
Capital One September 2008 - March 2011
Skills
Commercial Banking, Banking, Commercial Lending, Credit, Loans, Loan Origination, Loan..., Retail Banking, Branch Management, Cross Selling, Lines Of Credit, Credit Risk, Loan Origination
Education
Chartered Institute of Marketing
Certificate, Marketing
University of the West Indies, Jamaica
Bachelor of Arts (B.A.), History
Maria E. Moncada Maria E. Moncada's Herald National Bank Experience November 2008 - February 2010
Job KYC Compliance OnBoarding Specialist
Industry Banking
Experience
National Bank of Canada September 2013 - September 2015
Deutsche Bank October 2010 - October 2012
Herald National Bank November 2008 - February 2010
HSBC Bank USA January 2001 - November 2008
SUMMIT COMMERCIAL LEASING CORPORATION May 1996 - December 2000
Summit Bank February 1995 - May 1996
SOVEREIGN BANK FSB June 1988 - September 1994
Skills
Banking, Loans, Financial Accounting, Administrative..., Microsoft Excel, Economics, Internet, Lotus Notes, Microsoft Word, Organization, QuickBooks, Problem Solving, Theatre, Mortgage Lending, Accounting, Outlook, Customer Service, Commercial Lending, Portfolio Management, Due Diligence
Education
Cambridge Business Institute 2010 — 2010
Computerized Accounting Bookkeeping Specialist, Accounting, Quickbooks, Peachtree, A
American Institute of Banking
General Banking Diploma, Marketing and Accounting II, 3.88
Daemen College
Liberal Arts
Singers Forum
Cabaret Performance/Vocal Technique
National Bank of Canada September 2013 - September 2015
Deutsche Bank October 2010 - October 2012
Herald National Bank November 2008 - February 2010
HSBC Bank USA January 2001 - November 2008
SUMMIT COMMERCIAL LEASING CORPORATION May 1996 - December 2000
Summit Bank February 1995 - May 1996
SOVEREIGN BANK FSB June 1988 - September 1994
Skills
Banking, Loans, Financial Accounting, Administrative..., Microsoft Excel, Economics, Internet, Lotus Notes, Microsoft Word, Organization, QuickBooks, Problem Solving, Theatre, Mortgage Lending, Accounting, Outlook, Customer Service, Commercial Lending, Portfolio Management, Due Diligence
Education
Cambridge Business Institute 2010 — 2010
Computerized Accounting Bookkeeping Specialist, Accounting, Quickbooks, Peachtree, A
American Institute of Banking
General Banking Diploma, Marketing and Accounting II, 3.88
Daemen College
Liberal Arts
Singers Forum
Cabaret Performance/Vocal Technique
Angelo Galati Angelo Galati's Herald National Bank Experience October 2008 - September 2011
Job Group Director and Vice President at Signature Bank
Industry Banking
Experience
Signature Bank November 2011 - Present
Herald National Bank October 2008 - September 2011
State Bank of Long Island February 2006 - November 2008
JP Morgan Chase 2003 - February 2006
Skills
Banking, Commercial Banking, Portfolio Management, Small Business, Commercial Lending
Education
Hofstra University 1999 — 2003
Signature Bank November 2011 - Present
Herald National Bank October 2008 - September 2011
State Bank of Long Island February 2006 - November 2008
JP Morgan Chase 2003 - February 2006
Skills
Banking, Commercial Banking, Portfolio Management, Small Business, Commercial Lending
Education
Hofstra University 1999 — 2003
Thomas Kokinias Thomas Kokinias's Herald National Bank Experience November 2008 - January 2012
Job Senior Managing Director Senior Vice President at Sterling National Bank
Industry Banking
Experience
Sterling National Bank January 2012 - Present
Herald National Bank November 2008 - January 2012
Skills
Commercial Banking, Banking, Credit, Mortgage Lending, Small Business Lending, New Business Development, Commercial Lending, Credit Analysis, Retail Banking, Portfolio Management, Loans, Lines Of Credit, Financial Risk, Negotiation, Consumer Lending, Cash Management
Education
Hofstra University
BA, Banking and Finance
Sterling National Bank January 2012 - Present
Herald National Bank November 2008 - January 2012
Skills
Commercial Banking, Banking, Credit, Mortgage Lending, Small Business Lending, New Business Development, Commercial Lending, Credit Analysis, Retail Banking, Portfolio Management, Loans, Lines Of Credit, Financial Risk, Negotiation, Consumer Lending, Cash Management
Education
Hofstra University
BA, Banking and Finance
Anna Badri Anna Badri's Herald National Bank Experience October 2008 - March 2012
Job Operational Risk Manager Product Risk & Control AVP
Industry Banking
Experience
Morgan Stanley August 2015 - Present
BankUnited (formally Herald National Bank) March 2012 - August 2015
Herald National Bank October 2008 - March 2012
Signature Bank March 2007 - October 2008
HSBC December 2004 - March 2007
Skills
Training, Auditing, Customer Service, Management, Risk Management, Commercial Banking, Deposits, Financial Risk, Financial Analysis, Banking, Financial Services, Internal Audit, Retail Banking, AML, Credit Risk, Finance, Fraud
Education
City University of New York-John Jay College of Criminal Justice 2008 — 2011
Masters Degree, Criminal Justice Investigative Techniques
John Jay College of Criminal Justice 2001 — 2006
Bachelors of Arts, International Criminal Justice
Morgan Stanley August 2015 - Present
BankUnited (formally Herald National Bank) March 2012 - August 2015
Herald National Bank October 2008 - March 2012
Signature Bank March 2007 - October 2008
HSBC December 2004 - March 2007
Skills
Training, Auditing, Customer Service, Management, Risk Management, Commercial Banking, Deposits, Financial Risk, Financial Analysis, Banking, Financial Services, Internal Audit, Retail Banking, AML, Credit Risk, Finance, Fraud
Education
City University of New York-John Jay College of Criminal Justice 2008 — 2011
Masters Degree, Criminal Justice Investigative Techniques
John Jay College of Criminal Justice 2001 — 2006
Bachelors of Arts, International Criminal Justice
Ronald Eugene Powell Ronald Eugene Powell's Herald National Bank Experience September 2009 - July 2012
Job Experienced Financial Manager and Analyst
Industry Financial Services
Experience
Herald National Bank September 2009 - July 2012
JPMorgan Chase July 2007 - November 2008
ACS HR Outsourcing LLC May 2005 - September 2006
ACS / Mellon 2005 - 2006
ACS Human Capital Management Solutions 2005 - 2006
Mellon Financial Corp August 2000 - May 2005
GPU Services, LLC March 1999 - June 2000
True North Communications July 1998 - March 1999
Wasserstein Perella & Co. July 1990 - June 1997
Thompson Medical Company May 1989 - July 1990
Skills
Mergers, Business Valuation, Company Valuation, Business Strategy, Business Analysis, Business Development, Financial Analysis, Competitive Analysis, Data Analysis, Operations Management, Due Diligence, Management Due Diligence, Department Budgeting, Capital Budgeting, Operating Budgets, Budget, Budget Reconciliation, Equity Valuation, Business Planning, Capital Markets
Education
Marist College
MBA, Finance
Morehead State University
Finance & Accounting
Pikeville College
BBA, Accounting & Management
Herald National Bank September 2009 - July 2012
JPMorgan Chase July 2007 - November 2008
ACS HR Outsourcing LLC May 2005 - September 2006
ACS / Mellon 2005 - 2006
ACS Human Capital Management Solutions 2005 - 2006
Mellon Financial Corp August 2000 - May 2005
GPU Services, LLC March 1999 - June 2000
True North Communications July 1998 - March 1999
Wasserstein Perella & Co. July 1990 - June 1997
Thompson Medical Company May 1989 - July 1990
Skills
Mergers, Business Valuation, Company Valuation, Business Strategy, Business Analysis, Business Development, Financial Analysis, Competitive Analysis, Data Analysis, Operations Management, Due Diligence, Management Due Diligence, Department Budgeting, Capital Budgeting, Operating Budgets, Budget, Budget Reconciliation, Equity Valuation, Business Planning, Capital Markets
Education
Marist College
MBA, Finance
Morehead State University
Finance & Accounting
Pikeville College
BBA, Accounting & Management
Chip Messick Chip Messick's Herald National Bank Experience 2007 - 2010
Job MD Argus Information & Advisory Services
Industry Financial Services
Experience
Argus Information and Advisory Services 2013 - Present
CEO Goliath Sol. June 2008 - 2013
Herald National Bank 2007 - 2010
Bank of America 2006 - 2007
MBNA Us Card Services 2001 - 2005
MBNA 1995 - 2001
VP MBNA Loss Prevention 1989 - 1995
Skills
Analytics, Financial Services, Business Development, Portfolio Management, Banking, Credit Cards, Management, Marketing Strategy, Risk Management, Marketing, Entrepreneurship, Sales, Financial Analysis, Credit, Retail, Finance, Mergers
Education
University of Delaware
Bachelor's degree, Biochemistry and Molecular Biology
Argus Information and Advisory Services 2013 - Present
CEO Goliath Sol. June 2008 - 2013
Herald National Bank 2007 - 2010
Bank of America 2006 - 2007
MBNA Us Card Services 2001 - 2005
MBNA 1995 - 2001
VP MBNA Loss Prevention 1989 - 1995
Skills
Analytics, Financial Services, Business Development, Portfolio Management, Banking, Credit Cards, Management, Marketing Strategy, Risk Management, Marketing, Entrepreneurship, Sales, Financial Analysis, Credit, Retail, Finance, Mergers
Education
University of Delaware
Bachelor's degree, Biochemistry and Molecular Biology
Ian Beckelman Ian Beckelman's Herald National Bank Experience May 2012 - August 2012
Job Associate at PricewaterhouseCoopers
Industry Higher Education
Experience
PricewaterhouseCoopers August 2014 - Present
PricewaterhouseCoopers June 2013 - August 2013
Herald National Bank May 2012 - August 2012
Middle Bay Country Club June 2009 - August 2010
Town of Hempstead June 2008 - August 2008
Skills
Public Speaking, Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Facebook, Teamwork, Time Management
Education
Ithaca College 2013 — 2014
Master of Business Administration (M.B.A.), Professional Accountancy
Ithaca College 2009 — 2013
Bachelor's Degree, Accounting, Legal Studies
South Side High School
PricewaterhouseCoopers August 2014 - Present
PricewaterhouseCoopers June 2013 - August 2013
Herald National Bank May 2012 - August 2012
Middle Bay Country Club June 2009 - August 2010
Town of Hempstead June 2008 - August 2008
Skills
Public Speaking, Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Facebook, Teamwork, Time Management
Education
Ithaca College 2013 — 2014
Master of Business Administration (M.B.A.), Professional Accountancy
Ithaca College 2009 — 2013
Bachelor's Degree, Accounting, Legal Studies
South Side High School
Maria Kokinias's Herald National Bank Experience April 2008 - March 2013
Job VP Treasury Management Sales
Industry Financial Services
Experience
Popular Community Bank September 2013 - Present
BankUnited March 2013 - September 2013
Herald National Bank April 2008 - March 2013
North Fork Bank October 1998 - March 2008
Skills
Commercial Banking, Banking, Cash Management, Management, Retail Banking, Treasury Management, Risk Management, Portfolio Management, Financial Risk, Financial Services, Relationship Management
Education
St. John's University 1992 — 1996
BA, Business Administration
Popular Community Bank September 2013 - Present
BankUnited March 2013 - September 2013
Herald National Bank April 2008 - March 2013
North Fork Bank October 1998 - March 2008
Skills
Commercial Banking, Banking, Cash Management, Management, Retail Banking, Treasury Management, Risk Management, Portfolio Management, Financial Risk, Financial Services, Relationship Management
Education
St. John's University 1992 — 1996
BA, Business Administration
Frank Rojas Frank Rojas's Herald National Bank Experience September 2008 - August 2010
Job Vice President, CRE Underwriter lll / Originator at Capital One Commercial Banking
Industry Financial Services
Experience
Capital One Commercial Banking October 2010 - Present
Herald National Bank September 2008 - August 2010
Builders Bank October 2005 - August 2008
Intervest Mortgage Corporation / Intervest National Bank October 2003 - October 2005
Franklin Credit Management Corporation September 1999 - October 2003
Global Portfolio Group LLC February 1997 - September 1999
KeyBank April 1992 - November 1996
Skills
Portfolio Management, Banking, Mortgage Lending, Loan Origination, Credit, Loans, Credit Analysis, Commercial Lending, Financial Analysis, Finance, Financial Risk, Underwriting, Commercial Banking, Risk Management, Credit Risk
Education
Nassau Community College 1984 — 1988
Graduate Associates Degree (A.S.):, Business Law and Finance
Capital One Commercial Banking October 2010 - Present
Herald National Bank September 2008 - August 2010
Builders Bank October 2005 - August 2008
Intervest Mortgage Corporation / Intervest National Bank October 2003 - October 2005
Franklin Credit Management Corporation September 1999 - October 2003
Global Portfolio Group LLC February 1997 - September 1999
KeyBank April 1992 - November 1996
Skills
Portfolio Management, Banking, Mortgage Lending, Loan Origination, Credit, Loans, Credit Analysis, Commercial Lending, Financial Analysis, Finance, Financial Risk, Underwriting, Commercial Banking, Risk Management, Credit Risk
Education
Nassau Community College 1984 — 1988
Graduate Associates Degree (A.S.):, Business Law and Finance
Liz Martone Liz Martone's Herald National Bank Experience June 2008 - March 2011
Job S.V.P. Commercial Private Banking, BankUnited
Industry Financial Services
Experience
The Montauk Group, LLC. April 2011 - April 2013
Herald National Bank June 2008 - March 2011
Capital One September 2007 - June 2008
North Fork Bank June 2001 - June 2008
Skills
Banking, Cash Management, Financial Analysis, Loans, Investments, Portfolio Management, Commercial Banking, Analysis, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Management, Private Banking, Small Business Lending
Education
Siena College 1995 — 1999
BA, Psychology, Philosophy, Elm. Education
The Montauk Group, LLC. April 2011 - April 2013
Herald National Bank June 2008 - March 2011
Capital One September 2007 - June 2008
North Fork Bank June 2001 - June 2008
Skills
Banking, Cash Management, Financial Analysis, Loans, Investments, Portfolio Management, Commercial Banking, Analysis, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Management, Private Banking, Small Business Lending
Education
Siena College 1995 — 1999
BA, Psychology, Philosophy, Elm. Education
Tabish Rizvi Tabish Rizvi's Herald National Bank Experience January 2007 - October 2011
Job Investment Professional / CoFounder @ Peloton Street
Industry Financial Services
Experience
Peloton Street October 2013 - Present
FTI Consulting November 2007 - June 2013
Herald National Bank January 2007 - October 2011
Henna Capital Associates January 2005 - September 2007
Deutsche Bank May 2004 - August 2004
Capco July 2001 - August 2003
Capco June 1999 - June 2001
HealthPundit November 2000 - March 2001
Enron July 1998 - June 1999
Citicorp, Global Derivatives Trading May 1997 - August 1997
Skills
Financial Modeling, Debt, Private Equity, Due Diligence, Valuation, Enterprise Valuation, Business Valuation, Equities, Mergers & Acquisitions, Venture Capital, Strategy, Real Estate, Restructuring, Finance, Asset Management, Start-ups, Financial Structuring, Capital Markets, Emerging Markets, Structured Finance, Commercial Real Estate, Investments, Investment Banking, Portfolio Management
Education
Columbia University - Columbia Business School 2003 — 2005
2005
University of Pennsylvania - The Wharton School 1995 — 1998
1998
Montclair Kimberly Academy (MKA) 1992 — 1994
Highschool
The Pingry School 1988 — 1992
Transferred to M.K.A.
Peloton Street October 2013 - Present
FTI Consulting November 2007 - June 2013
Herald National Bank January 2007 - October 2011
Henna Capital Associates January 2005 - September 2007
Deutsche Bank May 2004 - August 2004
Capco July 2001 - August 2003
Capco June 1999 - June 2001
HealthPundit November 2000 - March 2001
Enron July 1998 - June 1999
Citicorp, Global Derivatives Trading May 1997 - August 1997
Skills
Financial Modeling, Debt, Private Equity, Due Diligence, Valuation, Enterprise Valuation, Business Valuation, Equities, Mergers & Acquisitions, Venture Capital, Strategy, Real Estate, Restructuring, Finance, Asset Management, Start-ups, Financial Structuring, Capital Markets, Emerging Markets, Structured Finance, Commercial Real Estate, Investments, Investment Banking, Portfolio Management
Education
Columbia University - Columbia Business School 2003 — 2005
2005
University of Pennsylvania - The Wharton School 1995 — 1998
1998
Montclair Kimberly Academy (MKA) 1992 — 1994
Highschool
The Pingry School 1988 — 1992
Transferred to M.K.A.
Kyle McCarter's Herald National Bank Experience May 2008 - August 2008
Job Solutions Engineering Manager at AppNexus
Industry Computer Software
Experience
AppNexus February 2015 - Present
AppNexus August 2014 - February 2015
GridPoint May 2014 - August 2014
GridPoint, Inc. January 2013 - May 2014
GridPoint, Inc. July 2011 - December 2012
Compass DC September 2009 - October 2011
Booz Allen Hamilton July 2010 - June 2011
Booz Allen Hamilton August 2009 - June 2010
Herald National Bank May 2008 - August 2008
Lutron Electronics August 2005 - June 2007
Skills
Financial Analysis, RFP, Statistics, Business Case, Requirements Gathering, Project Estimation, Financial Modeling, Product Management, Consulting, Product Development, Management Consulting, Competitive Analysis, Data Analysis, Project Management, Business Development, Business Strategy, Process Improvement, Analysis, Program Management, Cross-functional Team...
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA
Duke University 2001 — 2005
BS, Electrical Engineering
AppNexus February 2015 - Present
AppNexus August 2014 - February 2015
GridPoint May 2014 - August 2014
GridPoint, Inc. January 2013 - May 2014
GridPoint, Inc. July 2011 - December 2012
Compass DC September 2009 - October 2011
Booz Allen Hamilton July 2010 - June 2011
Booz Allen Hamilton August 2009 - June 2010
Herald National Bank May 2008 - August 2008
Lutron Electronics August 2005 - June 2007
Skills
Financial Analysis, RFP, Statistics, Business Case, Requirements Gathering, Project Estimation, Financial Modeling, Product Management, Consulting, Product Development, Management Consulting, Competitive Analysis, Data Analysis, Project Management, Business Development, Business Strategy, Process Improvement, Analysis, Program Management, Cross-functional Team...
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA
Duke University 2001 — 2005
BS, Electrical Engineering
Alana Tepper, PHR, SHRM-CP's Herald National Bank Experience 2009 - 2010
Job Global I Employee Relations | Recruitment & Retention | Employment Law I Training & Development | Comp / Benefits
Industry Human Resources
Experience
Howard Hughes Medical Institute 2011 - Present
Imperium Insurance 2010 - 2011
Axiom Law 2010 - 2010
Herald National Bank 2009 - 2010
Banco Bilbao Vizcaya Argentaria 2008 - 2009
Geller & Company 2006 - 2008
UBS-Dillon Read Capital Management 2006 - 2006
Balyasny Asset Management 2004 - 2006
Moore Capital Management 2000 - 2004
Skills
Employee Relations, Conflict Resolution, Full-cycle Recruiting, Strategy, Leadership, Employee Benefits, Management, Onboarding, HR Policies, Performance Management, Employee Training, Benefits/Payroll, New Hire Orientations, Human Resources, Deferred Compensation, Recruiting, Benefits Administration, ADP Payroll, HRIS, Notary Public, FMLA, SHRM, Training, Job Descriptions, SDLC, Policy, Payroll, PeopleSoft, Hiring, Program Management
Education
Pace University 2009 — 2009
Certificate, Professional Human Resources Management
City University of New York-Baruch College 1998 — 2000
Executive MPA, Public Administration
Binghamton University 1994 — 1997
BA, Human Development
Howard Hughes Medical Institute 2011 - Present
Imperium Insurance 2010 - 2011
Axiom Law 2010 - 2010
Herald National Bank 2009 - 2010
Banco Bilbao Vizcaya Argentaria 2008 - 2009
Geller & Company 2006 - 2008
UBS-Dillon Read Capital Management 2006 - 2006
Balyasny Asset Management 2004 - 2006
Moore Capital Management 2000 - 2004
Skills
Employee Relations, Conflict Resolution, Full-cycle Recruiting, Strategy, Leadership, Employee Benefits, Management, Onboarding, HR Policies, Performance Management, Employee Training, Benefits/Payroll, New Hire Orientations, Human Resources, Deferred Compensation, Recruiting, Benefits Administration, ADP Payroll, HRIS, Notary Public, FMLA, SHRM, Training, Job Descriptions, SDLC, Policy, Payroll, PeopleSoft, Hiring, Program Management
Education
Pace University 2009 — 2009
Certificate, Professional Human Resources Management
City University of New York-Baruch College 1998 — 2000
Executive MPA, Public Administration
Binghamton University 1994 — 1997
BA, Human Development
Lauren Hoard's Herald National Bank Experience October 2008 - January 2011
Job at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2011 - Present
Herald National Bank October 2008 - January 2011
Flyer Enterprises 2004 - 2008
Gatorade and Propel May 2007 - August 2007
Education
University of Dayton 2004 — 2008
B.A. Business
Morgan Stanley January 2011 - Present
Herald National Bank October 2008 - January 2011
Flyer Enterprises 2004 - 2008
Gatorade and Propel May 2007 - August 2007
Education
University of Dayton 2004 — 2008
B.A. Business
Donald Ballai's Herald National Bank Experience November 2008 - June 2009
Job Managing Member: South Lane Wealth Management LLC
Industry Financial Services
Experience
Legacy Investment Advisors LLC October 2009 - May 2013
Herald National Bank November 2008 - June 2009
Wachovia Bank January 2006 - November 2008
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Insurance, Asset Managment, Finance, Loans, Investment Management, Portfolio Management, Asset Management, Private Banking, Financial Planning
Education
Rutgers, The State University of New Jersey-New Brunswick
Legacy Investment Advisors LLC October 2009 - May 2013
Herald National Bank November 2008 - June 2009
Wachovia Bank January 2006 - November 2008
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Insurance, Asset Managment, Finance, Loans, Investment Management, Portfolio Management, Asset Management, Private Banking, Financial Planning
Education
Rutgers, The State University of New Jersey-New Brunswick
David Kurtzman's Herald National Bank Experience April 2008 - March 2013
Job SVP/Senior Enterprise Risk Manager at BankUnited
Industry Banking
Experience
BankUnited March 2013 - Present
Herald National Bank April 2008 - March 2013
North Fork Bank 1999 - 2008
Roosevelt Savings Bank 1996 - 1999
Astoria Federal Savings 1989 - 1996
Skills
Bank Secrecy Act, USA PATRIOT Act, Banking, AML, Deposits, Branch Management, Operational Risk..., Business Continuity, Portfolio Management, Risk Management, Core Banking, Retail Banking, Financial Risk, Commercial Lending, Commercial Banking, Small Business Lending, Consumer Lending, Loans, Enterprise Risk..., Cash Management, Credit, Credit Analysis
Education
State University of New York at Albany 1985 — 1989
BA, English
POB JFK High School
POB JFK High School
BankUnited March 2013 - Present
Herald National Bank April 2008 - March 2013
North Fork Bank 1999 - 2008
Roosevelt Savings Bank 1996 - 1999
Astoria Federal Savings 1989 - 1996
Skills
Bank Secrecy Act, USA PATRIOT Act, Banking, AML, Deposits, Branch Management, Operational Risk..., Business Continuity, Portfolio Management, Risk Management, Core Banking, Retail Banking, Financial Risk, Commercial Lending, Commercial Banking, Small Business Lending, Consumer Lending, Loans, Enterprise Risk..., Cash Management, Credit, Credit Analysis
Education
State University of New York at Albany 1985 — 1989
BA, English
POB JFK High School
POB JFK High School
Michele Klampfer's Herald National Bank Experience October 2008 - February 2010
Job Director of Leasing Services
Industry Real Estate
Experience
CLK Commercial Mgmt LLC March 2010 - Present
Herald National Bank October 2008 - February 2010
State Bank of Long Island August 1999 - October 2008
Skills
Small Business Lending, Credit Analysis, Commercial Lending, Commercial Banking, Portfolio Management, Banking, Loans
Education
University of Scranton 1995 — 1999
B.S. Business Management
CLK Commercial Mgmt LLC March 2010 - Present
Herald National Bank October 2008 - February 2010
State Bank of Long Island August 1999 - October 2008
Skills
Small Business Lending, Credit Analysis, Commercial Lending, Commercial Banking, Portfolio Management, Banking, Loans
Education
University of Scranton 1995 — 1999
B.S. Business Management
Steven Cavaluzzo's Herald National Bank Experience October 2008 - June 2009
Job SVP Managing Senior Credit Officer at TD Bank Group
Industry Banking
Experience
TD Bank Group September 2011 - Present
BNY Mellon September 2009 - September 2011
Herald National Bank October 2008 - June 2009
TD Bank April 2008 - October 2008
TD Bank February 2007 - April 2008
JP Morgan Chase October 2006 - February 2007
The Bank of New York October 1985 - October 2006
Barclays Bank of New York June 1984 - October 1985
Bankers Trust June 1980 - June 1984
Gertz Department Store May 1978 - June 1980
Skills
Commercial Lending, Commercial Banking, Banking, Credit, Loans, Credit Analysis, Portfolio Management, Credit Risk, Small Business Lending, Risk Management, Financial Analysis, Capital Markets, Financial Risk, Asset Based Lending, Underwriting, Cross Selling, Financial Services, Equities, Financial Structuring, Investments, Leadership, Management, Mergers, Middle Market, Mortgage Lending, Retail Banking, Wealth Management
Education
St. John's University, The Peter J. Tobin College of Business 1985 — 1988
MBA, Finance
Saint John's University 1974 — 1978
BS, Marketing
Holy Cross High School 1970 — 1974
Regents, College/University Preparatory and Advanced High School/Secondary Diploma Program
TD Bank Group September 2011 - Present
BNY Mellon September 2009 - September 2011
Herald National Bank October 2008 - June 2009
TD Bank April 2008 - October 2008
TD Bank February 2007 - April 2008
JP Morgan Chase October 2006 - February 2007
The Bank of New York October 1985 - October 2006
Barclays Bank of New York June 1984 - October 1985
Bankers Trust June 1980 - June 1984
Gertz Department Store May 1978 - June 1980
Skills
Commercial Lending, Commercial Banking, Banking, Credit, Loans, Credit Analysis, Portfolio Management, Credit Risk, Small Business Lending, Risk Management, Financial Analysis, Capital Markets, Financial Risk, Asset Based Lending, Underwriting, Cross Selling, Financial Services, Equities, Financial Structuring, Investments, Leadership, Management, Mergers, Middle Market, Mortgage Lending, Retail Banking, Wealth Management
Education
St. John's University, The Peter J. Tobin College of Business 1985 — 1988
MBA, Finance
Saint John's University 1974 — 1978
BS, Marketing
Holy Cross High School 1970 — 1974
Regents, College/University Preparatory and Advanced High School/Secondary Diploma Program
Jim Yacopino's Herald National Bank Experience October 2008 - July 2010
Job Director at Citibank
Industry Real Estate
Experience
Citi November 2013 - Present
Pearson Partners, Inc. October 2011 - June 2013
Herald National Bank October 2008 - July 2010
Deutsche Bank March 1989 - May 2008
Education
State University of New York at Binghamton 1966 — 1968
Master's degree, History
Harpur College, Binghamton, NY
Citi November 2013 - Present
Pearson Partners, Inc. October 2011 - June 2013
Herald National Bank October 2008 - July 2010
Deutsche Bank March 1989 - May 2008
Education
State University of New York at Binghamton 1966 — 1968
Master's degree, History
Harpur College, Binghamton, NY
Matthew Lerner's Herald National Bank Experience May 2009 - August 2009
Job Senior Associate at JLL
Industry Real Estate
Experience
JLL October 2013 - Present
JLL January 2013 - October 2013
JLL August 2011 - January 2013
Marcus & Millichap May 2010 - August 2010
Herald National Bank May 2009 - August 2009
Sterling Floor Designs Ltd June 2008 - August 2008
Morgan Stanley June 2008 - August 2008
MyFavoriteFloors.com (Excelsior) June 2008 - August 2008
Lifetime Brands June 2007 - August 2007
Skills
Finance, Microsoft Office, SAP, Negotiation, Valuation, Visual Basic, Financial Modeling, Microsoft Excel, Real Estate, Analysis, Leases, Commercial Real Estate, Corporate Real Estate, Argus Modeling, Real Estate Transactions, PowerPoint, Microsoft Word, Real Estate Economics, Commercial Real Estate..., Property Management, Tenant, Investment Properties, Asset Management, Disposition, Due Diligence
Education
NYU 2012 — 2013
Graduate Certificate, Real Estate
Syracuse University 2010 — 2011
Master of Science, Finance, 3.667
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Finance
Syosset High School 2002 — 2006
Highschool Diploma
JLL October 2013 - Present
JLL January 2013 - October 2013
JLL August 2011 - January 2013
Marcus & Millichap May 2010 - August 2010
Herald National Bank May 2009 - August 2009
Sterling Floor Designs Ltd June 2008 - August 2008
Morgan Stanley June 2008 - August 2008
MyFavoriteFloors.com (Excelsior) June 2008 - August 2008
Lifetime Brands June 2007 - August 2007
Skills
Finance, Microsoft Office, SAP, Negotiation, Valuation, Visual Basic, Financial Modeling, Microsoft Excel, Real Estate, Analysis, Leases, Commercial Real Estate, Corporate Real Estate, Argus Modeling, Real Estate Transactions, PowerPoint, Microsoft Word, Real Estate Economics, Commercial Real Estate..., Property Management, Tenant, Investment Properties, Asset Management, Disposition, Due Diligence
Education
NYU 2012 — 2013
Graduate Certificate, Real Estate
Syracuse University 2010 — 2011
Master of Science, Finance, 3.667
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Finance
Syosset High School 2002 — 2006
Highschool Diploma
Shirish Bhatt, MD's Herald National Bank Experience May 2008 - February 2012
Job Founder & CEO at Fairfield Primary Doctors
Industry Medical Practice
Experience
Fairfield Primary Doctors February 2002 - Present
The Center for Aesthetic Skin Sciences, LLC August 2010 - July 2014
Morristown Memorial Hospital July 2010 - October 2013
Barnabas Health February 2007 - March 2013
Hackensack University Medical Center July 2009 - September 2012
Kessler Institute for Rehabilitation June 2003 - July 2012
Herald National Bank May 2008 - February 2012
Omni Health Systems of NJ July 2010 - September 2011
Inglemoor August 2008 - February 2011
Mountainside Hospital May 2002 - June 2010
Skills
Healthcare, Injury Rehabilitation, Wound Healing, Wound Care, Managed Care, Hospitals, Rehabilitation..., Clinical Research, Medicare, Medicine, Internal Medicine, Elder Care, Board Certified, Physicians, Dermatology, Wellness, Nutrition, Diabetes, Start-ups
Education
Loyola University Chicago Stritch School of Medicine 1994 — 1997
Internal Medicine Residency
Medical College of Wisconsin 1990 — 1994
Medical Degree, Doctor of Medicine
University of Wisconsin-Milwaukee 1987 — 1990
Bachelors in Medical Science, Medical Science
Fairfield Primary Doctors February 2002 - Present
The Center for Aesthetic Skin Sciences, LLC August 2010 - July 2014
Morristown Memorial Hospital July 2010 - October 2013
Barnabas Health February 2007 - March 2013
Hackensack University Medical Center July 2009 - September 2012
Kessler Institute for Rehabilitation June 2003 - July 2012
Herald National Bank May 2008 - February 2012
Omni Health Systems of NJ July 2010 - September 2011
Inglemoor August 2008 - February 2011
Mountainside Hospital May 2002 - June 2010
Skills
Healthcare, Injury Rehabilitation, Wound Healing, Wound Care, Managed Care, Hospitals, Rehabilitation..., Clinical Research, Medicare, Medicine, Internal Medicine, Elder Care, Board Certified, Physicians, Dermatology, Wellness, Nutrition, Diabetes, Start-ups
Education
Loyola University Chicago Stritch School of Medicine 1994 — 1997
Internal Medicine Residency
Medical College of Wisconsin 1990 — 1994
Medical Degree, Doctor of Medicine
University of Wisconsin-Milwaukee 1987 — 1990
Bachelors in Medical Science, Medical Science
Mario Caracappa's Herald National Bank Experience January 2007 - February 2013
Job Senior Executive Vice President Treasury Management at Bank United
Industry Banking
Experience
BankUnited January 2015 - Present
Bank United January 2012 - Present
Herald National Bank January 2007 - February 2013
Heritage Bank June 2006 - February 2013
North Fork Bank 1994 - 2008
Skills
Commercial Lending, Loans, Credit, Credit Analysis, Small Business Lending, Portfolio Management, Underwriting, Consumer Lending, Mortgage Lending, Commercial Banking, Treasury Management, Asset Based Lending, Retail Banking, Credit Risk, Lines Of Credit, Commercial Mortgages, Deposits, Private Banking, AML, Cross Selling, Financial Risk, Branch Banking, Loan Origination, Branch Management, Mortgage Banking, Treasury Services, Finance, Capital Markets, Operational Risk, Core Banking, Risk Management, Bank Secrecy Act, Wealth Management, Credit Cards, Financial Services, Relationship Management, Operational Risk...
Education
Hofstra University
BankUnited January 2015 - Present
Bank United January 2012 - Present
Herald National Bank January 2007 - February 2013
Heritage Bank June 2006 - February 2013
North Fork Bank 1994 - 2008
Skills
Commercial Lending, Loans, Credit, Credit Analysis, Small Business Lending, Portfolio Management, Underwriting, Consumer Lending, Mortgage Lending, Commercial Banking, Treasury Management, Asset Based Lending, Retail Banking, Credit Risk, Lines Of Credit, Commercial Mortgages, Deposits, Private Banking, AML, Cross Selling, Financial Risk, Branch Banking, Loan Origination, Branch Management, Mortgage Banking, Treasury Services, Finance, Capital Markets, Operational Risk, Core Banking, Risk Management, Bank Secrecy Act, Wealth Management, Credit Cards, Financial Services, Relationship Management, Operational Risk...
Education
Hofstra University
Caleshia Marson's Herald National Bank Experience October 2008 - April 2013
Job Junior Staff Accountant at Global Strategies Group
Industry Banking
Experience
Global Strategy Group April 2014 - Present
Herald National Bank October 2008 - April 2013
North Fork Bank June 2001 - April 2008
Central Avenue Branch August 1999 - June 2001
Skills
Fixed Assets, Accounts Payable, Account Reconciliation, Payroll, General Ledger, QuickBooks, Prepaid
Education
Centennial College 1997 — 1999
Associate Degree, Accounting
Global Strategy Group April 2014 - Present
Herald National Bank October 2008 - April 2013
North Fork Bank June 2001 - April 2008
Central Avenue Branch August 1999 - June 2001
Skills
Fixed Assets, Accounts Payable, Account Reconciliation, Payroll, General Ledger, QuickBooks, Prepaid
Education
Centennial College 1997 — 1999
Associate Degree, Accounting
Larry Wielgus's Herald National Bank Experience January 2009 - February 2010
Job Director Global Markets Client Management Unit at Societe Generale Corporate & Investment Banking
Industry Financial Services
Experience
Societe Generale Corporate & Investment Banking December 2010 - Present
LMW Consulting LLC August 2010 - May 2011
Herald National Bank January 2009 - February 2010
UBS Financial Services Inc. December 1986 - October 2008
Skills
Wealth Management, Equities, Management, Electronic Trading, Financial Services, Capital Markets, Portfolio Management, Fixed Income, Financial Markets, Securities, Derivatives, Alternative Investments, Asset Management
Education
Connecticut College 1975 — 1979
BA, Government
Societe Generale Corporate & Investment Banking December 2010 - Present
LMW Consulting LLC August 2010 - May 2011
Herald National Bank January 2009 - February 2010
UBS Financial Services Inc. December 1986 - October 2008
Skills
Wealth Management, Equities, Management, Electronic Trading, Financial Services, Capital Markets, Portfolio Management, Fixed Income, Financial Markets, Securities, Derivatives, Alternative Investments, Asset Management
Education
Connecticut College 1975 — 1979
BA, Government
Mario Caracappa's Herald National Bank Experience June 2008 - March 2013
Job Executive Vice President at Bank United
Industry Banking
Experience
BankUnited March 2010 - Present
Herald National Bank June 2008 - March 2013
North Fork Bank October 1996 - June 2008
Nat West 1975 - 1993
Skills
Commercial Lending, Loans, Banking, Credit, Cash Management, Risk Management, Commercial Banking, Small Business Lending, Credit Analysis, Retail Banking, Strategic Planning, Credit Risk, Consumer Lending, Portfolio Management, Operations Management, Financial Analysis, Mergers & Acquisitions, Asset Based Lending, Due Diligence, Underwriting, Customer Service
Education
Hofstra University
BankUnited March 2010 - Present
Herald National Bank June 2008 - March 2013
North Fork Bank October 1996 - June 2008
Nat West 1975 - 1993
Skills
Commercial Lending, Loans, Banking, Credit, Cash Management, Risk Management, Commercial Banking, Small Business Lending, Credit Analysis, Retail Banking, Strategic Planning, Credit Risk, Consumer Lending, Portfolio Management, Operations Management, Financial Analysis, Mergers & Acquisitions, Asset Based Lending, Due Diligence, Underwriting, Customer Service
Education
Hofstra University
Brendan McKeon's Herald National Bank Experience January 2009 - Present
Job Treasury Associate at Herald National Bank
Industry Banking
Experience
Herald National Bank January 2009 - Present
Herald National Bank January 2009 - Present
Commerce One Financial May 2008 - November 2008
YAI/ National Institute for People with Disabilities June 2007 - January 2008
Skills
Microsoft Office, Series 7, Series 63, Investments, Credit, Portfolio Management, Auditing
Education
Siena College 2004 — 2008
BS, Marketing and Management
Siena College 2004 — 2008
B.S, Marketing and Management
Dublin City University 2007 — 2007
Herald National Bank January 2009 - Present
Herald National Bank January 2009 - Present
Commerce One Financial May 2008 - November 2008
YAI/ National Institute for People with Disabilities June 2007 - January 2008
Skills
Microsoft Office, Series 7, Series 63, Investments, Credit, Portfolio Management, Auditing
Education
Siena College 2004 — 2008
BS, Marketing and Management
Siena College 2004 — 2008
B.S, Marketing and Management
Dublin City University 2007 — 2007
Marc Rosner's Herald National Bank Experience May 2008 - June 2012
Job Executive Director Global Head of KYC at Morgan Stanley
Industry Banking
Experience
Morgan Stanley October 2014 - Present
Citi July 2012 - October 2014
Herald National Bank May 2008 - June 2012
Bear Stearns May 2006 - April 2008
Signature Bank/Signature Securities Group July 2001 - April 2006
Skills
AML, Bank Secrecy Act, Securities, USA PATRIOT Act, FINRA, OFAC, Series 7, Banking, Financial Risk, Series 24, KYC, Capital Markets, Hedge Funds, Series 63, Operational Risk, Credit, Anti Money Laundering
Education
Baruch College 1984 — 1988
BA, Psychology
Morgan Stanley October 2014 - Present
Citi July 2012 - October 2014
Herald National Bank May 2008 - June 2012
Bear Stearns May 2006 - April 2008
Signature Bank/Signature Securities Group July 2001 - April 2006
Skills
AML, Bank Secrecy Act, Securities, USA PATRIOT Act, FINRA, OFAC, Series 7, Banking, Financial Risk, Series 24, KYC, Capital Markets, Hedge Funds, Series 63, Operational Risk, Credit, Anti Money Laundering
Education
Baruch College 1984 — 1988
BA, Psychology
Gerald Levine's Herald National Bank Experience 2010 - July 2012
Job VP Senior Credit Anaylst at Sterling National Bank
Industry Banking
Experience
Sterling National Bank July 2012 - Present
Herald National Bank 2010 - July 2012
Herald National Bank 2010 - July 2012
TD Bank USA October 2006 - October 2009
Skills
Loans, Commercial Banking, Credit, Banking, Commercial Lending, Credit Analysis, Lines Of Credit, Small Business Lending, Risk Management, Due Diligence, Financial Analysis, Underwriting, Credit Risk, Private Banking, Finance
Education
Hofstra University
MBA, Banking & Finance
Sterling National Bank July 2012 - Present
Herald National Bank 2010 - July 2012
Herald National Bank 2010 - July 2012
TD Bank USA October 2006 - October 2009
Skills
Loans, Commercial Banking, Credit, Banking, Commercial Lending, Credit Analysis, Lines Of Credit, Small Business Lending, Risk Management, Due Diligence, Financial Analysis, Underwriting, Credit Risk, Private Banking, Finance
Education
Hofstra University
MBA, Banking & Finance
Jeffrey Barber's Herald National Bank Experience October 2008 - February 2010
Job Chief Financial Officer at Spartan Petroleum Corp.
Industry Real Estate
Experience
Spartan Petroleum Corp. February 2012 - Present
Gold Coast Bank July 2010 - February 2012
Gold Coast Bank April 2010 - July 2010
Herald National Bank October 2008 - February 2010
State Bank of Long Island March 1989 - October 2008
Skills
Commercial Banking, Loans, Credit Analysis, Commercial Lending, Banking, Credit, Risk Management, Real Estate Financing, Due Diligence, Mortgage Lending, Real Estate, Finance, Financial Structuring, Small Business Lending, Portfolio Management
Education
Hofstra University 1989 — 1992
MBA, Banking & Finance
Adelphi University 1984 — 1988
BBA, Finance
Spartan Petroleum Corp. February 2012 - Present
Gold Coast Bank July 2010 - February 2012
Gold Coast Bank April 2010 - July 2010
Herald National Bank October 2008 - February 2010
State Bank of Long Island March 1989 - October 2008
Skills
Commercial Banking, Loans, Credit Analysis, Commercial Lending, Banking, Credit, Risk Management, Real Estate Financing, Due Diligence, Mortgage Lending, Real Estate, Finance, Financial Structuring, Small Business Lending, Portfolio Management
Education
Hofstra University 1989 — 1992
MBA, Banking & Finance
Adelphi University 1984 — 1988
BBA, Finance
Joanne Schementi's Herald National Bank Experience November 2011 - July 2012
Job FVP, Senior Credit Officer at People's United Bank
Industry Banking
Experience
People's United Bank October 2013 - Present
Herald National Bank November 2011 - July 2012
BankUnited successor to Herald NB July 2012 - October 2013
Herald National Bank October 2008 - November 2011
Citibank July 2001 - October 2008
EAB- part of ABN-AMRO March 1997 - June 2001
The Greater NY Bank for Savings August 1996 - March 1997
Columbia Federal 1992 - 1996
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Credit, Loans, Commercial Real Estate, Wealth Management, Mortgage Lending, Private Banking, Small Business Lending
Education
Saint John's University 1982 — 1986
MBA, Finance
City University of New York-Queens College 1974 — 1978
BA, Textiles and Science/Anthropology
People's United Bank October 2013 - Present
Herald National Bank November 2011 - July 2012
BankUnited successor to Herald NB July 2012 - October 2013
Herald National Bank October 2008 - November 2011
Citibank July 2001 - October 2008
EAB- part of ABN-AMRO March 1997 - June 2001
The Greater NY Bank for Savings August 1996 - March 1997
Columbia Federal 1992 - 1996
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Credit, Loans, Commercial Real Estate, Wealth Management, Mortgage Lending, Private Banking, Small Business Lending
Education
Saint John's University 1982 — 1986
MBA, Finance
City University of New York-Queens College 1974 — 1978
BA, Textiles and Science/Anthropology
Bruce Sparke's Herald National Bank Experience October 2008 - October 2012
Job Executive Director Trade Finance at Industrial and Commercial Bank of China
Industry Banking
Experience
Industrial and Commercial Bank of China October 2012 - Present
Herald National Bank October 2008 - October 2012
HSBC Bank USA March 1990 - October 2008
Barclays Bank PLC 1977 - 1991
Skills
Trade Finance, Banking, Compliance, Letters Of Credit, AML, Risk Management, Correspondent Banking, Banking Operations, Syndications, Payments, Due Diligence, Operational Risk, Risk Analysis, Commodities, Credit, Risk, Letters of Credit, Credit Risk, Credit Analysis, Finance, Commercial Banking, KYC, Financial Risk, Trading, Commodity, Commercial Lending, Capital Markets, Cash Management, Loans, Core Banking, Portfolio Management, Corporate Finance, Cross Selling, Financial Institutions, Private Banking, Financial Structuring, Retail Banking, Treasury Management, Investment Banking, Wealth Management, Asset Based Lending, Project Finance, Operational Risk..., Derivatives, Financial Services
Education
Nassau Community College 1976 — 1978
Business Administration
Wantagh High School 1972 — 1975
High School
Industrial and Commercial Bank of China October 2012 - Present
Herald National Bank October 2008 - October 2012
HSBC Bank USA March 1990 - October 2008
Barclays Bank PLC 1977 - 1991
Skills
Trade Finance, Banking, Compliance, Letters Of Credit, AML, Risk Management, Correspondent Banking, Banking Operations, Syndications, Payments, Due Diligence, Operational Risk, Risk Analysis, Commodities, Credit, Risk, Letters of Credit, Credit Risk, Credit Analysis, Finance, Commercial Banking, KYC, Financial Risk, Trading, Commodity, Commercial Lending, Capital Markets, Cash Management, Loans, Core Banking, Portfolio Management, Corporate Finance, Cross Selling, Financial Institutions, Private Banking, Financial Structuring, Retail Banking, Treasury Management, Investment Banking, Wealth Management, Asset Based Lending, Project Finance, Operational Risk..., Derivatives, Financial Services
Education
Nassau Community College 1976 — 1978
Business Administration
Wantagh High School 1972 — 1975
High School
Theresa Mogavero-Schuman's Herald National Bank Experience March 2013 - Present
Job Branch Manager at Herald National Bank
Industry Banking
Experience
Herald National Bank March 2013 - Present
Education
Suffolk County Community College 2005 — 2007
Associates, Paralegal Degree
Hauppauge High School 1990 — 1994
Herald National Bank March 2013 - Present
Education
Suffolk County Community College 2005 — 2007
Associates, Paralegal Degree
Hauppauge High School 1990 — 1994
Mitchel Maidman's Herald National Bank Experience November 2008 - February 2012
Job President at Townhouse Managment Company
Industry Real Estate
Experience
Townhouse Managment Company August 1996 - Present
Herald National Bank November 2008 - February 2012
Herald National Bank 2008 - 2011
Skills
Auditing, Real Estate, Asset Management, Strategic Planning, Governance, Investment Properties, Financial Analysis, Loans, Real Estate Development, Credit, Investments, Due Diligence, Risk Management
Education
Benjamin N. Cardozo School of Law, Yeshiva University
Benjamin N. Cardozo School of Law, Yeshiva University
Benjamin N. Cardozo School of Law, Yeshiva University
Benjamin N. Cardozo School of Law, Yeshiva University
Hebron Academy
Townhouse Managment Company August 1996 - Present
Herald National Bank November 2008 - February 2012
Herald National Bank 2008 - 2011
Skills
Auditing, Real Estate, Asset Management, Strategic Planning, Governance, Investment Properties, Financial Analysis, Loans, Real Estate Development, Credit, Investments, Due Diligence, Risk Management
Education
Benjamin N. Cardozo School of Law, Yeshiva University
Benjamin N. Cardozo School of Law, Yeshiva University
Benjamin N. Cardozo School of Law, Yeshiva University
Benjamin N. Cardozo School of Law, Yeshiva University
Hebron Academy
Joanne Mirello Percoco's Herald National Bank Experience October 2008 - July 2010
Job Vice President Credit Administration at IDB Bank
Industry Banking
Experience
IDB Bank June 2011 - Present
a Denovo Bank October 2010 - March 2011
Herald National Bank October 2008 - July 2010
IDB Bank February 2008 - October 2008
HSBC 2000 - 2007
Republic National Bank 1983 - 1999
Skills
Credit, Credit Analysis
Education
City University of New York-Brooklyn College
BS, Accounting
Pace University - Lubin School of Business
MBA, Finance
IDB Bank June 2011 - Present
a Denovo Bank October 2010 - March 2011
Herald National Bank October 2008 - July 2010
IDB Bank February 2008 - October 2008
HSBC 2000 - 2007
Republic National Bank 1983 - 1999
Skills
Credit, Credit Analysis
Education
City University of New York-Brooklyn College
BS, Accounting
Pace University - Lubin School of Business
MBA, Finance
Cheryl D. Gaskins's Herald National Bank Experience 2008 - 2010
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2011 - Present
Modern Bank, N.A. September 2010 - March 2011
Herald National Bank 2008 - 2010
HSBC Private Bank 1996 - 2008
Bank of America 1990 - 1994
Skills
Private Banking, Banking, Credit, Portfolio Management, Wealth Management, Credit Analysis, Commercial Banking, Capital Markets, Investments, Commercial Lending, Hedge Funds, Financial Risk, Risk Management, Series 7, Alternative Investments, Asset Managment, Equities, Corporate Finance, Credit Risk, Wealth Management..., Loans, Securities, Fixed Income, Financial Structuring, AML, Financial Services
Education
The Ohio State University
Masters of Arts, History
Credit Suisse July 2011 - Present
Modern Bank, N.A. September 2010 - March 2011
Herald National Bank 2008 - 2010
HSBC Private Bank 1996 - 2008
Bank of America 1990 - 1994
Skills
Private Banking, Banking, Credit, Portfolio Management, Wealth Management, Credit Analysis, Commercial Banking, Capital Markets, Investments, Commercial Lending, Hedge Funds, Financial Risk, Risk Management, Series 7, Alternative Investments, Asset Managment, Equities, Corporate Finance, Credit Risk, Wealth Management..., Loans, Securities, Fixed Income, Financial Structuring, AML, Financial Services
Education
The Ohio State University
Masters of Arts, History
Kimberly Barra's Herald National Bank Experience 2008 - 2013
Job Banking Professional
Industry Banking
Experience
Herald National Bank 2008 - 2013
North Fork Bank 1994 - 2007
Skills
Banking, Cash Management, Commercial Banking, Portfolio Management
Education
Dowling College 1984 — 1988
Bachelor of Business Administration (BBA)
Herald National Bank 2008 - 2013
North Fork Bank 1994 - 2007
Skills
Banking, Cash Management, Commercial Banking, Portfolio Management
Education
Dowling College 1984 — 1988
Bachelor of Business Administration (BBA)