Manufacturers Hanover Trust Company
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Manufacturers Hanover Trust Company Employees
Employee
Years
Job
Industry
Armando Alemany Armando Alemany's Manufacturers Hanover Trust Company Experience April 1970 - December 1987
Job Vice President at MasterCard Worldwide, Head of Commercial Payment Solutions for the Latin American Region
Industry Banking
Experience
MasterCard April 2009 - Present
MasterCard Worldwide January 1996 - Present
Bank of Montreal September 1999 - October 2000
US Trust Company of NY January 1988 - August 1995
Manufacturers Hanover Trust Company April 1970 - December 1987
Skills
Credit Cards, Debit Cards, Acquiring, Banking, Cards, Cash Management, E-payments, Electronic Payments, Financial Services, Leadership, Management, Mobile Payments, Payment Card Processing, Payment Systems, Payments, Product Management, Relationship Management, Retail Banking, Risk Management, Sales, Strategy, Vendor Management
Education
Baruch College, City University of New York (CUNY) 1969 — 1973
BBA, Finance and Economics
MasterCard April 2009 - Present
MasterCard Worldwide January 1996 - Present
Bank of Montreal September 1999 - October 2000
US Trust Company of NY January 1988 - August 1995
Manufacturers Hanover Trust Company April 1970 - December 1987
Skills
Credit Cards, Debit Cards, Acquiring, Banking, Cards, Cash Management, E-payments, Electronic Payments, Financial Services, Leadership, Management, Mobile Payments, Payment Card Processing, Payment Systems, Payments, Product Management, Relationship Management, Retail Banking, Risk Management, Sales, Strategy, Vendor Management
Education
Baruch College, City University of New York (CUNY) 1969 — 1973
BBA, Finance and Economics
Bernice Wolicki Bernice Wolicki's Manufacturers Hanover Trust Company Experience September 1985 - August 1988
Job Senior Specialist/Developer Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company March 2014 - Present
Morgan Stanley Smith Barney August 1989 - January 2014
Merrill Lynch September 1988 - August 1989
Manufacturer's Hanover Trust Company September 1985 - August 1988
Skills
SDLC, DB2, Business Objects, VSAM, COBOL, Visio, Financial Services, Mainframe, Business Requirements, Business Analysis, Testing, Requirements Gathering, JCL, Systems Analysis, Analysis, Requirements Analysis, Risk Management, Vendor Management, IT Strategy
Education
Brooklyn College 1981 — 1985
B.S., Computer Science, Accounting
Pershing, a BNY Mellon company March 2014 - Present
Morgan Stanley Smith Barney August 1989 - January 2014
Merrill Lynch September 1988 - August 1989
Manufacturer's Hanover Trust Company September 1985 - August 1988
Skills
SDLC, DB2, Business Objects, VSAM, COBOL, Visio, Financial Services, Mainframe, Business Requirements, Business Analysis, Testing, Requirements Gathering, JCL, Systems Analysis, Analysis, Requirements Analysis, Risk Management, Vendor Management, IT Strategy
Education
Brooklyn College 1981 — 1985
B.S., Computer Science, Accounting
Molly Sheehan Molly Sheehan's Manufacturers Hanover Trust Company Experience May 1974 - December 1991
Job Of Counsel to Parker Ibrahim & Berg
Industry Law Practice
Experience
Parker Ibrahim & Berg LLC July 2013 - Present
JPMorgan Chase October 2010 - March 2011
JPMorgan Chase January 2008 - June 2010
JPMorgan Chase June 1996 - January 2007
Chase September 1995 - May 1996
JPMorgan Chase January 1992 - September 1995
Manufacturers Hanover Trust Company May 1974 - December 1991
Skills
Financial Services Law..., Consumer Banking Law..., Mergers & Acquisitions, Legal Writing, Banking, Intellectual Property, Commercial Litigation, Legal Research, Litigation, Mortgage Lending, Corporate Law, Corporate Governance, Bankruptcy
Education
The Catholic University of America, Columbus School of Law 1971 — 1974
Doctor of Law (JD)
The Catholic University of America 1970 — 1972
Master's degree, Library and Information Science
The Catholic University of America 1967 — 1970
Bachelor of Arts (BA), Spanish Language and Literature, French Language
Parker Ibrahim & Berg LLC July 2013 - Present
JPMorgan Chase October 2010 - March 2011
JPMorgan Chase January 2008 - June 2010
JPMorgan Chase June 1996 - January 2007
Chase September 1995 - May 1996
JPMorgan Chase January 1992 - September 1995
Manufacturers Hanover Trust Company May 1974 - December 1991
Skills
Financial Services Law..., Consumer Banking Law..., Mergers & Acquisitions, Legal Writing, Banking, Intellectual Property, Commercial Litigation, Legal Research, Litigation, Mortgage Lending, Corporate Law, Corporate Governance, Bankruptcy
Education
The Catholic University of America, Columbus School of Law 1971 — 1974
Doctor of Law (JD)
The Catholic University of America 1970 — 1972
Master's degree, Library and Information Science
The Catholic University of America 1967 — 1970
Bachelor of Arts (BA), Spanish Language and Literature, French Language
James J Peters James J Peters's Manufacturers Hanover Trust Company Experience November 1982 - September 1985
Job VP/Director Human Resources
Industry Human Resources
Experience
Portnoy, Messinger, Pearl & Associates, Inc. July 2013 - Present
HEALTH DIAGNOSTICS, LLC December 2008 - May 2013
DAIWA SECURITIES AMERICA, INC September 2005 - May 2008
PERSHING LLC November 1991 - September 2005
Metropolitan Life Insurance Company January 1990 - November 1991
PHILIP MORRIS MANAGEMENT CORPORATION June 1988 - January 1990
Drexel Burnham Lambert September 1985 - June 1988
MANUFACTURERS HANOVER TRUST COMPANY November 1982 - September 1985
Skills
Human Resources, Employee Relations, HRIS, Recruiting, Performance Management, Succession Planning, Talent Management, Organizational..., Payroll, Personnel Management, Employee Benefits, Onboarding, Talent Acquisition, Benefits Administration, Employee Engagement, Training, Leadership, Management, New Hire Orientations, Employee Training, Applicant Tracking..., Interviews, Temporary Placement, Workforce Planning, Labor Relations, FMLA, HR Policies, Job Descriptions, HR Consulting, Deferred Compensation, College Recruiting, Organizational..., Strategy, Performance Appraisal, Management Development, Leadership Development, Program Management, Conflict Resolution, Time Management, Career Development, Hiring, Compensation & Benefit, Employee Handbooks, Resume Writing, Organizational Design, Technical Recruiting, Sourcing, Consulting, Training & Development
Education
Graduate School of Management, New School for Social Research 1983 — 1987
M.S, Human Resources Administration
City University of New York-Hunter College 1976 — 1982
B.A, Psychology/Counseling
Portnoy, Messinger, Pearl & Associates, Inc. July 2013 - Present
HEALTH DIAGNOSTICS, LLC December 2008 - May 2013
DAIWA SECURITIES AMERICA, INC September 2005 - May 2008
PERSHING LLC November 1991 - September 2005
Metropolitan Life Insurance Company January 1990 - November 1991
PHILIP MORRIS MANAGEMENT CORPORATION June 1988 - January 1990
Drexel Burnham Lambert September 1985 - June 1988
MANUFACTURERS HANOVER TRUST COMPANY November 1982 - September 1985
Skills
Human Resources, Employee Relations, HRIS, Recruiting, Performance Management, Succession Planning, Talent Management, Organizational..., Payroll, Personnel Management, Employee Benefits, Onboarding, Talent Acquisition, Benefits Administration, Employee Engagement, Training, Leadership, Management, New Hire Orientations, Employee Training, Applicant Tracking..., Interviews, Temporary Placement, Workforce Planning, Labor Relations, FMLA, HR Policies, Job Descriptions, HR Consulting, Deferred Compensation, College Recruiting, Organizational..., Strategy, Performance Appraisal, Management Development, Leadership Development, Program Management, Conflict Resolution, Time Management, Career Development, Hiring, Compensation & Benefit, Employee Handbooks, Resume Writing, Organizational Design, Technical Recruiting, Sourcing, Consulting, Training & Development
Education
Graduate School of Management, New School for Social Research 1983 — 1987
M.S, Human Resources Administration
City University of New York-Hunter College 1976 — 1982
B.A, Psychology/Counseling
Alan Glenn Alan Glenn's Manufacturers Hanover Trust Company Experience December 1983 - August 1986
Job at Morgan Stanley Private Bank
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
Morgan Stanley Private Bank September 2010 - February 2013
Alexxalan Consulting LLC January 2007 - September 2010
Innercity Advisors 2007 - 2010
Wells Fargo Private Client Services October 2003 - December 2006
Oakland School for the Arts 2004 - 2005
Stanford Athletics Department November 2000 - September 2003
ANSUN Advisory Services, LLC January 1996 - October 2000
BA Securities, Inc./Bank of America September 1988 - November 1995
Manufacturers Hanover Trust Company December 1983 - August 1986
Skills
Investments, Portfolio Management, Mergers, Finance, Wealth Management, Start-ups, Strategy, Business Strategy, Management Consulting, Credit, Management, Loans, Wealth, Commercial Lending, Financial Structuring, Contract Negotiation, Program Management, Commercial Banking, Analysis, Coaching, Investment Management, Strategic Financial..., Mergers & Acquisitions, Executive Management, Leadership, Financial Advisory, Small Business, Investment Strategies, Wealth Management..., Private Equity, Financial Services, Asset Management, Securities, Alternative Investments, Due Diligence, Private Banking, Investment Banking, Financial Modeling, Asset Allocation, Fixed Income
Education
Stanford University Graduate School of Business 1986 — 1988
Masters, Business Administration. Finance concentration
Brown University 1975 — 1979
Bachelor of Arts, Mathematical Economics
The Hotchkiss School 1971 — 1975
New York Life Insurance Company September 2014 - Present
Morgan Stanley Private Bank September 2010 - February 2013
Alexxalan Consulting LLC January 2007 - September 2010
Innercity Advisors 2007 - 2010
Wells Fargo Private Client Services October 2003 - December 2006
Oakland School for the Arts 2004 - 2005
Stanford Athletics Department November 2000 - September 2003
ANSUN Advisory Services, LLC January 1996 - October 2000
BA Securities, Inc./Bank of America September 1988 - November 1995
Manufacturers Hanover Trust Company December 1983 - August 1986
Skills
Investments, Portfolio Management, Mergers, Finance, Wealth Management, Start-ups, Strategy, Business Strategy, Management Consulting, Credit, Management, Loans, Wealth, Commercial Lending, Financial Structuring, Contract Negotiation, Program Management, Commercial Banking, Analysis, Coaching, Investment Management, Strategic Financial..., Mergers & Acquisitions, Executive Management, Leadership, Financial Advisory, Small Business, Investment Strategies, Wealth Management..., Private Equity, Financial Services, Asset Management, Securities, Alternative Investments, Due Diligence, Private Banking, Investment Banking, Financial Modeling, Asset Allocation, Fixed Income
Education
Stanford University Graduate School of Business 1986 — 1988
Masters, Business Administration. Finance concentration
Brown University 1975 — 1979
Bachelor of Arts, Mathematical Economics
The Hotchkiss School 1971 — 1975
Ted Barsalou Ted Barsalou's Manufacturers Hanover Trust Company Experience October 1988 - January 1990
Job Promotions & Sales at Alamo Music Center
Industry Music
Experience
Alamo Music Center August 1998 - Present
Cuahutemoc Universidad March 2007 - June 2009
Alamo Music Center August 1998 - June 2006
Norwest Banks - Texas (n/k/a Wells Fargo Banks) January 1990 - December 1996
Manufacturers Hanover Trust Company October 1988 - January 1990
National Bancshares Corporation - Texas March 1980 - October 1988
Skills
Music, English, Promotions, Public Speaking, Social Networking, Writing, Event Planning, Production, Social Media, Editing, Microsoft Office, Word, Journalism, Customer Service, Customer Relations, Event Management, Advertising, Email Marketing, Excel, Photoshop, Coaching, Graphic Design, Negotiation, Retail, InDesign, Teaching, Public Relations, Social Media Marketing, Spanish, Recording, Marketing, Sales, Marketing Strategy, Microsoft Word, Entertainment, Microsoft Excel, Online Marketing, Publishing, Fundraising, Creative Writing, Digital Media, Copywriting, PowerPoint, Radio, Video Production, Television, Media Relations, Broadcast, Research, Music Industry
Education
The University of Texas at San Antonio 1981 — 1985
Bach of Arts, English, Piano, Music Theory & Composition
Alamo Music Center August 1998 - Present
Cuahutemoc Universidad March 2007 - June 2009
Alamo Music Center August 1998 - June 2006
Norwest Banks - Texas (n/k/a Wells Fargo Banks) January 1990 - December 1996
Manufacturers Hanover Trust Company October 1988 - January 1990
National Bancshares Corporation - Texas March 1980 - October 1988
Skills
Music, English, Promotions, Public Speaking, Social Networking, Writing, Event Planning, Production, Social Media, Editing, Microsoft Office, Word, Journalism, Customer Service, Customer Relations, Event Management, Advertising, Email Marketing, Excel, Photoshop, Coaching, Graphic Design, Negotiation, Retail, InDesign, Teaching, Public Relations, Social Media Marketing, Spanish, Recording, Marketing, Sales, Marketing Strategy, Microsoft Word, Entertainment, Microsoft Excel, Online Marketing, Publishing, Fundraising, Creative Writing, Digital Media, Copywriting, PowerPoint, Radio, Video Production, Television, Media Relations, Broadcast, Research, Music Industry
Education
The University of Texas at San Antonio 1981 — 1985
Bach of Arts, English, Piano, Music Theory & Composition
Chris Janelli Chris Janelli's Manufacturers Hanover Trust Company Experience 1974 - 1979
Job CEO Bingham Brook Partners, LLC | Cofounder Bio Wellness, Inc.
Industry Health, Wellness and Fitness
Experience
Bio Wellness, Inc. 2006 - Present
Bingham Brook Partners LLC 2002 - Present
Center for Canine Behavior Studies (The Simon Foundation, Inc.) 2014 - Present
Center for Canine Behavior Studies (The Simon Foundation, Inc.) 2014 - Present
Longjian River Health Products 2003 - 2006
Chase Manhattan Asia Limited 1991 - 1995
Chase Manhattan Bank, NA 1989 - 1995
Janelli & Associates, Inc. 1980 - 1989
Manufacturers Hanover Trust Company 1974 - 1979
Manufacturers Hanover Trust 1970 - 1974
Skills
Policy, Mergers & Acquisitions, Entrepreneurship, Business Development, Public Speaking, Leadership, Mergers, Fundraising, Corporate Finance, Financial Services, Wellness, Marketing Strategy, Strategic Partnerships, Social Media, New Business Development, Strategy, Nonprofits, Marketing, Small Business, Start-ups, Training, Management, Healthcare, Business Strategy, Nutrition, Social Networking, Strategic Planning, Business Planning
Education
Lake Forest College 1971 — 1974
BA, Political Science
Salisbury School
High School, Football, wrestling
Bio Wellness, Inc. 2006 - Present
Bingham Brook Partners LLC 2002 - Present
Center for Canine Behavior Studies (The Simon Foundation, Inc.) 2014 - Present
Center for Canine Behavior Studies (The Simon Foundation, Inc.) 2014 - Present
Longjian River Health Products 2003 - 2006
Chase Manhattan Asia Limited 1991 - 1995
Chase Manhattan Bank, NA 1989 - 1995
Janelli & Associates, Inc. 1980 - 1989
Manufacturers Hanover Trust Company 1974 - 1979
Manufacturers Hanover Trust 1970 - 1974
Skills
Policy, Mergers & Acquisitions, Entrepreneurship, Business Development, Public Speaking, Leadership, Mergers, Fundraising, Corporate Finance, Financial Services, Wellness, Marketing Strategy, Strategic Partnerships, Social Media, New Business Development, Strategy, Nonprofits, Marketing, Small Business, Start-ups, Training, Management, Healthcare, Business Strategy, Nutrition, Social Networking, Strategic Planning, Business Planning
Education
Lake Forest College 1971 — 1974
BA, Political Science
Salisbury School
High School, Football, wrestling
Elizabeth Hirsch Elizabeth Hirsch's Manufacturers Hanover Trust Company Experience 1978 - 1991
Job Vice President and Controller
Industry Chemicals
Experience
Praxair, Inc. 1995 - Present
Manufacturers Hanover Trust Company 1978 - 1991
Fidelity Union Trust Company 1975 - 1978
Skills
Financial Analysis, Relationship Management, Financial Modeling, Financial Reporting, Investor Relations, Mergers, Mergers & Acquisitions, Sarbanes-Oxley Act, Corporate Finance, Treasury Management, Finance
Education
Smith College 1971 — 1975
BA, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance
Praxair, Inc. 1995 - Present
Manufacturers Hanover Trust Company 1978 - 1991
Fidelity Union Trust Company 1975 - 1978
Skills
Financial Analysis, Relationship Management, Financial Modeling, Financial Reporting, Investor Relations, Mergers, Mergers & Acquisitions, Sarbanes-Oxley Act, Corporate Finance, Treasury Management, Finance
Education
Smith College 1971 — 1975
BA, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance
Andrew Roman Andrew Roman's Manufacturers Hanover Trust Company Experience January 1973 - June 1979
Job Vice President at CNB Bank
Industry Banking
Experience
CNB Bank September 2011 - Present
FIDUCIARY FUNDAMENTALS, LLC October 2010 - September 2011
Comerica Bank & Trust, N.A. September 2004 - December 2009
Merrill Lynch Trust Company, FSB May 2000 - September 2004
The Bank of New York July 1988 - May 2000
National Westminster Bank, USA June 1979 - June 1988
Manufacturers Hanover Trust Company January 1973 - June 1979
Skills
Risk Management, Banking, Trusts, Wealth Management, Tax, Strategic Financial..., Management, Financial Planning, Administration, Accounting, Portfolio Management, CRM, Estate Planning, Investments, Financial Services, Asset Management, Financial Analysis, Investment Advisory, Investment Management, Financial Advisory, Asset Allocation, Trust Management, MBA, Mutual Funds, Securities, Brokerage, Finance, Private Banking, Investment Strategies, Retirement, Financial Markets, Retirement Planning, High Net Worth..., Alternative Investments, IRA's, Financial Risk, Equities, Fixed Income, Relationship Management, Trust Services
Education
Iona College 1974 — 1980
MBA, Taxation
City University of New York-Herbert H. Lehman College 1969 — 1974
BA, Accounting
New York State Bankers Association - Estate School
New York State Bankers Association - Tax School
New York State Bankers Association - Trust School
Ottinger Sales Resources Consultative Sales Training
School of Trust Sales & Marketing - University of Colorado
CNB Bank September 2011 - Present
FIDUCIARY FUNDAMENTALS, LLC October 2010 - September 2011
Comerica Bank & Trust, N.A. September 2004 - December 2009
Merrill Lynch Trust Company, FSB May 2000 - September 2004
The Bank of New York July 1988 - May 2000
National Westminster Bank, USA June 1979 - June 1988
Manufacturers Hanover Trust Company January 1973 - June 1979
Skills
Risk Management, Banking, Trusts, Wealth Management, Tax, Strategic Financial..., Management, Financial Planning, Administration, Accounting, Portfolio Management, CRM, Estate Planning, Investments, Financial Services, Asset Management, Financial Analysis, Investment Advisory, Investment Management, Financial Advisory, Asset Allocation, Trust Management, MBA, Mutual Funds, Securities, Brokerage, Finance, Private Banking, Investment Strategies, Retirement, Financial Markets, Retirement Planning, High Net Worth..., Alternative Investments, IRA's, Financial Risk, Equities, Fixed Income, Relationship Management, Trust Services
Education
Iona College 1974 — 1980
MBA, Taxation
City University of New York-Herbert H. Lehman College 1969 — 1974
BA, Accounting
New York State Bankers Association - Estate School
New York State Bankers Association - Tax School
New York State Bankers Association - Trust School
Ottinger Sales Resources Consultative Sales Training
School of Trust Sales & Marketing - University of Colorado
Jim Stanbrough Jim Stanbrough's Manufacturers Hanover Trust Company Experience March 1986 - June 1987
Job Owner at Padgett Business Services
Industry Accounting
Experience
Padgett Business Services of Rochester April 2010 - Present
Dunn, Cunningham & Reisert, Inc d/b/a Padgett Business Services of Rochester March 2010 - Present
JPMorgan Chase Bank September 1991 - March 2010
JPMorgan Chase Bank August 1991 - January 2002
Central Trust Company June 1987 - August 1991
Central Trust Company June 1987 - August 1991
Small Business Council of Rochester 1986 - 1990
Manufacturers Hanover Trust Company March 1986 - June 1987
Manufacturers Hanover Trust Company December 1978 - June 1987
Manufacturers Hanover Trust Company November 1982 - September 1983
Skills
Accounting, New Business Development, Small Business, Strategic Planning, Strategic Financial..., Tax, Start-ups, Financial Analysis, Management Consulting, Mergers, Finance, Strategy, Public Relations, Management, Business Development, Mergers & Acquisitions, Sales, Banking, Budgets, Analysis, Loans, Entrepreneurship, Portfolio Management, Marketing, Business Planning, Credit, Business Strategy, Investments, Managerial Finance, Financial Services, Leadership, Commercial Lending, Insurance, Business, Due Diligence, Underwriting, Risk Management, Tax Preparation, Commercial Banking, Real Estate, Executive Management
Education
Rochester Institute of Technology 1983 — 1985
Business Administration
State University of New York College at Brockport 1972 — 1976
Psychology, Physical Education
Padgett Business Services of Rochester April 2010 - Present
Dunn, Cunningham & Reisert, Inc d/b/a Padgett Business Services of Rochester March 2010 - Present
JPMorgan Chase Bank September 1991 - March 2010
JPMorgan Chase Bank August 1991 - January 2002
Central Trust Company June 1987 - August 1991
Central Trust Company June 1987 - August 1991
Small Business Council of Rochester 1986 - 1990
Manufacturers Hanover Trust Company March 1986 - June 1987
Manufacturers Hanover Trust Company December 1978 - June 1987
Manufacturers Hanover Trust Company November 1982 - September 1983
Skills
Accounting, New Business Development, Small Business, Strategic Planning, Strategic Financial..., Tax, Start-ups, Financial Analysis, Management Consulting, Mergers, Finance, Strategy, Public Relations, Management, Business Development, Mergers & Acquisitions, Sales, Banking, Budgets, Analysis, Loans, Entrepreneurship, Portfolio Management, Marketing, Business Planning, Credit, Business Strategy, Investments, Managerial Finance, Financial Services, Leadership, Commercial Lending, Insurance, Business, Due Diligence, Underwriting, Risk Management, Tax Preparation, Commercial Banking, Real Estate, Executive Management
Education
Rochester Institute of Technology 1983 — 1985
Business Administration
State University of New York College at Brockport 1972 — 1976
Psychology, Physical Education
Angelina Longo Angelina Longo's Manufacturers Hanover Trust Company Experience January 1981 - January 1991
Job Account Manager at Eifert, French and Ketchum
Industry Banking
Experience
Eifert, French and Ketchum April 2014 - Present
Allstate January 2012 - March 2014
Academy at the Lakes 2006 - August 2011
Bank One/JP Morgan Chase/Chase Manhattan Bank January 1995 - January 2004
Chemical Bank January 1991 - January 1995
Manufacturers Hanover Trust Company January 1981 - January 1991
Skills
Budgets, Forecasting, Fundraising, Event Planning, Mergers, Management, Training, Banking, Strategic Planning, Securities, Customer Service, Recruiting, Microsoft Excel, Public Speaking, Due Diligence, Analysis, Microsoft Office, Human Resources, AML, Team Building, non profit, leadership management, Mergers & Acquisitions, Sales
Education
Iona College 1981 — 1984
Bachelor of Science, Business Administration
Association of Certified Anti Money Laundering Specialist 2011 — 2011
ACAMS certification, Compliance
Eifert, French and Ketchum April 2014 - Present
Allstate January 2012 - March 2014
Academy at the Lakes 2006 - August 2011
Bank One/JP Morgan Chase/Chase Manhattan Bank January 1995 - January 2004
Chemical Bank January 1991 - January 1995
Manufacturers Hanover Trust Company January 1981 - January 1991
Skills
Budgets, Forecasting, Fundraising, Event Planning, Mergers, Management, Training, Banking, Strategic Planning, Securities, Customer Service, Recruiting, Microsoft Excel, Public Speaking, Due Diligence, Analysis, Microsoft Office, Human Resources, AML, Team Building, non profit, leadership management, Mergers & Acquisitions, Sales
Education
Iona College 1981 — 1984
Bachelor of Science, Business Administration
Association of Certified Anti Money Laundering Specialist 2011 — 2011
ACAMS certification, Compliance
Edward Koenig Edward Koenig's Manufacturers Hanover Trust Company Experience July 1981 - September 1993
Job VP & Regional Credit Manager at HSBC Bank USA
Industry Banking
Experience
HSBC Bank USA February 2013 - Present
Capital One Bank January 2009 - October 2012
North Fork Bank July 2004 - December 2008
Fleet Bank/Bank of America 2003 - 2004
Community Banking 1996 - 2003
Manufacturers Hanover Trust Company July 1981 - September 1993
Federal Reserve Bank of New York June 1974 - July 1981
Education
Iona College
Master of Business Administration (MBA), Finance and Economics
Iona College
Post Masters Certificate, Production and Operations Management
Thiel College
Bachelor of Arts (B.A.), Business Administration and Management, General
HSBC Bank USA February 2013 - Present
Capital One Bank January 2009 - October 2012
North Fork Bank July 2004 - December 2008
Fleet Bank/Bank of America 2003 - 2004
Community Banking 1996 - 2003
Manufacturers Hanover Trust Company July 1981 - September 1993
Federal Reserve Bank of New York June 1974 - July 1981
Education
Iona College
Master of Business Administration (MBA), Finance and Economics
Iona College
Post Masters Certificate, Production and Operations Management
Thiel College
Bachelor of Arts (B.A.), Business Administration and Management, General
Jeremiah E. Dunne Jeremiah E. Dunne's Manufacturers Hanover Trust Company Experience 1977 - 1979
Job Qualifying Officer/Principal
Industry Security and Investigations
Experience
Deer Park Union Free School District September 2009 - Present
Jeremiah E. Dunne 2009 - Present
Manufacturers Hanover Trust Company 1977 - 1979
Skills
Emergency Management, Executive Protection, Personal Protection, Counterterrorism, Fugitive Recovery, Corporate Security, Private Investigations, Bail Enforcement, Security Training, Surveillance, Firearms, Security Management, Physical Security, Enforcement, Criminal Investigations, Police, Patrol, Investigation, Law Enforcement
Education
Borough of Manhattan Community College
Business Administration/Liberal Arts
Deer Park Union Free School District September 2009 - Present
Jeremiah E. Dunne 2009 - Present
Manufacturers Hanover Trust Company 1977 - 1979
Skills
Emergency Management, Executive Protection, Personal Protection, Counterterrorism, Fugitive Recovery, Corporate Security, Private Investigations, Bail Enforcement, Security Training, Surveillance, Firearms, Security Management, Physical Security, Enforcement, Criminal Investigations, Police, Patrol, Investigation, Law Enforcement
Education
Borough of Manhattan Community College
Business Administration/Liberal Arts
Charles Freedgood Charles Freedgood's Manufacturers Hanover Trust Company Experience August 1982 - March 1990
Job Managing Director & Assistant Portfolio Manager at Czech Asset Management, L.P.
Industry Financial Services
Experience
Czech Asset Management, L.P. October 2014 - Present
JPMorgan Chase March 1990 - September 2014
Manufacturers Hanover Trust Company August 1982 - March 1990
Xpert Logging Company June 1979 - June 1980
Skills
Equities, Hedge Funds, Investment Banking, Valuation, Securities, Leveraged Finance, Debt, Capital Markets, Portfolio Management, Derivatives, Private Equity, Financial Modeling, Debt Restructuring, Due Diligence, Investments, Asset Management, Mergers & Acquisitions, Strategy, Fixed Income, Banking, Structured Finance, Restructuring
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
Stony Brook University 1975 — 1979
BS, Geology
Czech Asset Management, L.P. October 2014 - Present
JPMorgan Chase March 1990 - September 2014
Manufacturers Hanover Trust Company August 1982 - March 1990
Xpert Logging Company June 1979 - June 1980
Skills
Equities, Hedge Funds, Investment Banking, Valuation, Securities, Leveraged Finance, Debt, Capital Markets, Portfolio Management, Derivatives, Private Equity, Financial Modeling, Debt Restructuring, Due Diligence, Investments, Asset Management, Mergers & Acquisitions, Strategy, Fixed Income, Banking, Structured Finance, Restructuring
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
Stony Brook University 1975 — 1979
BS, Geology
Nancy J. DeParis Nancy J. DeParis's Manufacturers Hanover Trust Company Experience 1984 - 1994
Job Senior Vice President, Citibank
Industry Banking
Experience
BNY Mellon 2006 - 2010
Bank of New York Mellon 2002 - 2006
Bank of New York 1997 - 2002
Chemical Bank/JP Morgan 1995 - 1996
Manufacturers Hanover Trust Company 1984 - 1994
Skills
Asset Managment, Commercial Mortgages, Loans, Relationship Management, Real Estate, Capital Markets, Portfolio Management, Banking, Credit, Asset Management, Due Diligence, Corporate Finance, Private Banking, Investments, Underwriting, Fixed Income, Risk Management, Commercial Banking, Investment Banking, Real Estate Economics, Financial Modeling, Securities, Mortgage Lending, Valuation, Financial Risk, Financial Services, Credit Risk, Financial Analysis, Finance, Structured Finance, Analysis, Credit Analysis, Financial Structuring, Commercial Lending, Wealth Management, Real Estate Financing, Derivatives, Debt Restructuring, AML, Credit Cards
Education
New York University 2010 — 2010
Certificate
New York University 1996 — 1996
Certificate
Other
Queens College
BNY Mellon 2006 - 2010
Bank of New York Mellon 2002 - 2006
Bank of New York 1997 - 2002
Chemical Bank/JP Morgan 1995 - 1996
Manufacturers Hanover Trust Company 1984 - 1994
Skills
Asset Managment, Commercial Mortgages, Loans, Relationship Management, Real Estate, Capital Markets, Portfolio Management, Banking, Credit, Asset Management, Due Diligence, Corporate Finance, Private Banking, Investments, Underwriting, Fixed Income, Risk Management, Commercial Banking, Investment Banking, Real Estate Economics, Financial Modeling, Securities, Mortgage Lending, Valuation, Financial Risk, Financial Services, Credit Risk, Financial Analysis, Finance, Structured Finance, Analysis, Credit Analysis, Financial Structuring, Commercial Lending, Wealth Management, Real Estate Financing, Derivatives, Debt Restructuring, AML, Credit Cards
Education
New York University 2010 — 2010
Certificate
New York University 1996 — 1996
Certificate
Other
Queens College
Larry Clifford Larry Clifford's Manufacturers Hanover Trust Company Experience 1979 - 1980
Job Executive Business Consultant at Coldwell Banker Real Estate
Industry Real Estate
Experience
Coldwell Banker Real Estate June 2012 - February 2015
Clifford Property Company November 2009 - June 2012
Sotheby's International Realty September 2007 - November 2009
Coldwell Banker Preferred Realty 1996 - 2007
Burgdorff Realtors 1994 - 1996
Bedford Consulting Group 1991 - 1994
Lawrence Investing Company 1980 - 1991
Manufacturer's Hanover Trust Company 1979 - 1980
Skills
Real Estate, Restructuring, Administration, Sales Management, Cost Containment, Relocation, Negotiation, Investment Properties, Residential, Customer Relations, Property Management, Sales, Residential Homes, Investments, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1977 — 1979
MBA, Management
St. Lawrence University 1973 — 1977
BA, Economics
Horace Greeley 1969 — 1973
Coldwell Banker Real Estate June 2012 - February 2015
Clifford Property Company November 2009 - June 2012
Sotheby's International Realty September 2007 - November 2009
Coldwell Banker Preferred Realty 1996 - 2007
Burgdorff Realtors 1994 - 1996
Bedford Consulting Group 1991 - 1994
Lawrence Investing Company 1980 - 1991
Manufacturer's Hanover Trust Company 1979 - 1980
Skills
Real Estate, Restructuring, Administration, Sales Management, Cost Containment, Relocation, Negotiation, Investment Properties, Residential, Customer Relations, Property Management, Sales, Residential Homes, Investments, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1977 — 1979
MBA, Management
St. Lawrence University 1973 — 1977
BA, Economics
Horace Greeley 1969 — 1973
H.A. (Hal) Schaeffer, Jr., C.C.E., C.E.W. H.A. (Hal) Schaeffer, Jr., C.C.E., C.E.W.'s Manufacturers Hanover Trust Company Experience 1978 - 1981
Job President and CEO at D & H Credit Services Inc.
Industry Financial Services
Experience
D & H Credit Services Inc. July 1994 - Present
Garlock Mechanical Packing Division Subsidiary of Coltec Industries Inc. 1988 - 1994
Bausch & Lomb 1981 - 1988
Manufacturers Hanover Trust Company 1978 - 1981
Skills
Credit, Credit Risk, Bankruptcy, Cash Flow, Risk, Customer Service, Credit Analysis, Debt Collection, Accounts Receivable, Financial Analysis, Risk Management, Commercial Litigation, Financial Risk, Finance, Training, Cash Management, Analysis, Negotiation, Due Diligence, Mergers & Acquisitions, Restructuring, Loans, Executive Management, Banking, Business Planning, Private Equity, Managerial Finance, Corporate Finance, Forecasting, Corporate Governance, Strategic Financial..., Litigation, Financial Services, Sarbanes-Oxley Act, Structured Finance, Financial Modeling, Commercial Lending, Debt Restructuring, Treasury Management, Capital Markets, Financial Reporting, Debt Settlement, Invoicing, Insurance, Valuation, Enterprise Risk..., Asset Management, Accounting, Underwriting, Investments
Education
Monroe Community College 1981 — 1984
Associate’s Degree, Business Administration, Management and Operations, GPA: 4.0
D & H Credit Services Inc. July 1994 - Present
Garlock Mechanical Packing Division Subsidiary of Coltec Industries Inc. 1988 - 1994
Bausch & Lomb 1981 - 1988
Manufacturers Hanover Trust Company 1978 - 1981
Skills
Credit, Credit Risk, Bankruptcy, Cash Flow, Risk, Customer Service, Credit Analysis, Debt Collection, Accounts Receivable, Financial Analysis, Risk Management, Commercial Litigation, Financial Risk, Finance, Training, Cash Management, Analysis, Negotiation, Due Diligence, Mergers & Acquisitions, Restructuring, Loans, Executive Management, Banking, Business Planning, Private Equity, Managerial Finance, Corporate Finance, Forecasting, Corporate Governance, Strategic Financial..., Litigation, Financial Services, Sarbanes-Oxley Act, Structured Finance, Financial Modeling, Commercial Lending, Debt Restructuring, Treasury Management, Capital Markets, Financial Reporting, Debt Settlement, Invoicing, Insurance, Valuation, Enterprise Risk..., Asset Management, Accounting, Underwriting, Investments
Education
Monroe Community College 1981 — 1984
Associate’s Degree, Business Administration, Management and Operations, GPA: 4.0
David Rhoads David Rhoads's Manufacturers Hanover Trust Company Experience January 1982 - December 1984
Job Managing Partner, ThreePoint Consulting
Industry Management Consulting
Experience
Fahrenheit Consulting Group March 2010 - Present
ThreePoint Consulting (formerly DHR Consulting) September 2005 - Present
Towers Perrin January 2004 - August 2005
L.E.K. Consulting October 1997 - December 2003
SCA Consulting April 1990 - September 1997
Marakon January 1989 - March 1990
Ernst & Young September 1986 - December 1988
Manufacturers Hanover Trust Company January 1982 - December 1984
Skills
Due Diligence, Consulting, Change Management, Strategy, Marketing Strategy, Strategic Planning, Management Consulting, Mergers & Acquisitions, Competitive Analysis, Performance Management, Start-ups, Management, Growth Strategies, Shareholder Value, Executive Management, Organizational Design, Performance Improvement, Corporate Development, Restructuring, Acquisition Integration, Strategic Consulting, Venture Capital, Business Strategy, Entrepreneurship, Private Equity, Business Planning, Financial Modeling, Valuation
Education
The University of Chicago 1985 — 1986
MBA, Finance & Accounting
University of Pennsylvania 1977 — 1981
B.A., Communications
University of Pennsylvania - The Wharton School 1977 — 1981
B.S., Economics
Fahrenheit Consulting Group March 2010 - Present
ThreePoint Consulting (formerly DHR Consulting) September 2005 - Present
Towers Perrin January 2004 - August 2005
L.E.K. Consulting October 1997 - December 2003
SCA Consulting April 1990 - September 1997
Marakon January 1989 - March 1990
Ernst & Young September 1986 - December 1988
Manufacturers Hanover Trust Company January 1982 - December 1984
Skills
Due Diligence, Consulting, Change Management, Strategy, Marketing Strategy, Strategic Planning, Management Consulting, Mergers & Acquisitions, Competitive Analysis, Performance Management, Start-ups, Management, Growth Strategies, Shareholder Value, Executive Management, Organizational Design, Performance Improvement, Corporate Development, Restructuring, Acquisition Integration, Strategic Consulting, Venture Capital, Business Strategy, Entrepreneurship, Private Equity, Business Planning, Financial Modeling, Valuation
Education
The University of Chicago 1985 — 1986
MBA, Finance & Accounting
University of Pennsylvania 1977 — 1981
B.A., Communications
University of Pennsylvania - The Wharton School 1977 — 1981
B.S., Economics
Ira Oskowsky Ira Oskowsky's Manufacturers Hanover Trust Company Experience June 1981 - July 1988
Job Vice President, SalesCredit Union Mortgage Insurance
Industry Financial Services
Experience
Arch Mortgage Insurance November 2005 - Present
Governor's Housing Opportunity Task Force February 2010 - March 2010
CU National Mortgage Company May 2005 - November 2005
CUMAnet, LLC January 2000 - March 2005
New Jersey Housing and Mortgage Finance Agency-NJHMFA June 1994 - January 2000
East Brunswick Township January 1989 - December 1996
East Brunswick Township January 1988 - December 1996
First Union National Bank March 1988 - June 1994
Manufacturers Hanover Trust Company June 1981 - July 1988
Skills
Mortgage Lending, Underwriting, Loans, Credit, Banking, Strategic Planning, Risk Management, Credit Analysis, Real Estate, Sales Management, Credit Risk, Team Building, Process Improvement, Business Development, Negotiation
Education
Hofstra University 1977 — 1981
BBA, Accounting
Arch Mortgage Insurance November 2005 - Present
Governor's Housing Opportunity Task Force February 2010 - March 2010
CU National Mortgage Company May 2005 - November 2005
CUMAnet, LLC January 2000 - March 2005
New Jersey Housing and Mortgage Finance Agency-NJHMFA June 1994 - January 2000
East Brunswick Township January 1989 - December 1996
East Brunswick Township January 1988 - December 1996
First Union National Bank March 1988 - June 1994
Manufacturers Hanover Trust Company June 1981 - July 1988
Skills
Mortgage Lending, Underwriting, Loans, Credit, Banking, Strategic Planning, Risk Management, Credit Analysis, Real Estate, Sales Management, Credit Risk, Team Building, Process Improvement, Business Development, Negotiation
Education
Hofstra University 1977 — 1981
BBA, Accounting
Chip Conlin Chip Conlin's Manufacturers Hanover Trust Company Experience 1974 - 1985
Job Communications Director, Coaches Network and New York Branch Leader at The Five O'Clock Club
Industry Professional Training & Coaching
Experience
The Five O'Clock Club May 1996 - Present
MTA Metro-North Railroad January 1994 - August 2011
Moody's/Mergent 1985 - 1992
Manufacturers Hanover Trust Company 1974 - 1985
Skills
Career Counseling, Resume Writing, Career Development, Employee Relations, Career Management, Job Search, Recruiting, Career Assessment, Coaching, Organizational..., Training, Human Resources, Employee Benefits, Talent Acquisition, Staff Development, Public Speaking, HRIS, Organizational..., Nonprofits, Personnel Management, Talent Management, Leadership, MBTI, Executive Coaching, Leadership Development, Strategy, Interviews, Outplacement, Workshop Facilitation, Conflict Resolution, Job Coaching, Interview Preparation
Education
New York University 1973 — 1975
Masters, Sociology
Heidelberg College 1971 — 1973
Sociology
The Five O'Clock Club May 1996 - Present
MTA Metro-North Railroad January 1994 - August 2011
Moody's/Mergent 1985 - 1992
Manufacturers Hanover Trust Company 1974 - 1985
Skills
Career Counseling, Resume Writing, Career Development, Employee Relations, Career Management, Job Search, Recruiting, Career Assessment, Coaching, Organizational..., Training, Human Resources, Employee Benefits, Talent Acquisition, Staff Development, Public Speaking, HRIS, Organizational..., Nonprofits, Personnel Management, Talent Management, Leadership, MBTI, Executive Coaching, Leadership Development, Strategy, Interviews, Outplacement, Workshop Facilitation, Conflict Resolution, Job Coaching, Interview Preparation
Education
New York University 1973 — 1975
Masters, Sociology
Heidelberg College 1971 — 1973
Sociology
Nancy Gloor Nancy Gloor's Manufacturers Hanover Trust Company Experience 1981 - 1985
Job Principal and Executive Coach at Chesilton Leadership Development
Industry Investment Banking
Experience
Chesilton Leadership Development March 2014 - Present
Goldman Sachs May 1985 - January 2014
Barclays Capital September 2003 - July 2005
Manufacturers Hanover Trust Company 1981 - 1985
Brookdale Community College 1977 - 1981
Skills
Capital Markets, Technology Management, Leadership Development, Executive Coaching, Coaching, Management, Leadership, Common Sense, Finance, Risk Management, IT Strategy, SDLC, Project Management, Electronic Trading, Portfolio Management, Strategy, Business Analysis, Executive Management
Education
Columbia University in the City of New York 2014 — 2015
Executive Coaching Certification
The College of New Jersey 1978 — 1980
Master of Education (M.Ed.), Counselor Education/School Counseling and Guidance Services
Manhattanville College 1971 — 1975
Bachelor of Arts (BA)
Chesilton Leadership Development March 2014 - Present
Goldman Sachs May 1985 - January 2014
Barclays Capital September 2003 - July 2005
Manufacturers Hanover Trust Company 1981 - 1985
Brookdale Community College 1977 - 1981
Skills
Capital Markets, Technology Management, Leadership Development, Executive Coaching, Coaching, Management, Leadership, Common Sense, Finance, Risk Management, IT Strategy, SDLC, Project Management, Electronic Trading, Portfolio Management, Strategy, Business Analysis, Executive Management
Education
Columbia University in the City of New York 2014 — 2015
Executive Coaching Certification
The College of New Jersey 1978 — 1980
Master of Education (M.Ed.), Counselor Education/School Counseling and Guidance Services
Manhattanville College 1971 — 1975
Bachelor of Arts (BA)
Michael A. Smith, CCTS Michael A. Smith, CCTS's Manufacturers Hanover Trust Company Experience August 1983 - June 1985
Job Corporate Trust Officer at Computershare Trust Company, N.A.
Industry Financial Services
Experience
Computershare Trust Company, N.A. August 2014 - Present
Deutsche Bank Trust Company Americas February 2013 - March 2014
Law Debenture Trust Company of New York February 2009 - February 2013
The Bank of New York Mellon October 2006 - November 2007
JPMorgan Chase Bank, N.A. June 1999 - October 2006
Chemical Bank January 1991 - June 1999
Manufacturers Hanover Trust Company August 1983 - June 1985
Skills
Structured Finance, Corporate Actions, Corporate Trust, Trusteeship, Trust Services, Escrow, Relationship Management, Administration, Indentures, Capital Markets, Fixed Income, Bonds, Money Market, Document Review, Contract Negotiation, ABS, Customer Service, Agency Agreements, Creditor Representation, Bankruptcy, Restructuring, Loans Administration, Securities, Financial Services, Asset Management, Banking, High Yield
Education
New York University
Bachelor of Science
Chaminade High School
Computershare Trust Company, N.A. August 2014 - Present
Deutsche Bank Trust Company Americas February 2013 - March 2014
Law Debenture Trust Company of New York February 2009 - February 2013
The Bank of New York Mellon October 2006 - November 2007
JPMorgan Chase Bank, N.A. June 1999 - October 2006
Chemical Bank January 1991 - June 1999
Manufacturers Hanover Trust Company August 1983 - June 1985
Skills
Structured Finance, Corporate Actions, Corporate Trust, Trusteeship, Trust Services, Escrow, Relationship Management, Administration, Indentures, Capital Markets, Fixed Income, Bonds, Money Market, Document Review, Contract Negotiation, ABS, Customer Service, Agency Agreements, Creditor Representation, Bankruptcy, Restructuring, Loans Administration, Securities, Financial Services, Asset Management, Banking, High Yield
Education
New York University
Bachelor of Science
Chaminade High School
Mona Parker Mona Parker's Manufacturers Hanover Trust Company Experience June 1982 - April 1988
Job General Real Estate Appraiser at Beckmann Appraisals
Industry Real Estate
Experience
Beckmann Appraisals, Inc. January 1993 - Present
American Society of Mechanical Engineers December 1989 - January 1993
Manufacturers Hanover Trust Company June 1982 - April 1988
Skills
Appraisal, Income Producing..., Investment Properties, Appraising, Appraisals, Real Estate Development, Residential Homes, Real Estate Economics, Real Estate, Commercial Real Estate, Income Properties, Real Estate Transactions, Real Estate Financing, Leases, Disposition, Shopping Centers
Education
Binghamton University 1978 — 1982
BA, Economics
Beckmann Appraisals, Inc. January 1993 - Present
American Society of Mechanical Engineers December 1989 - January 1993
Manufacturers Hanover Trust Company June 1982 - April 1988
Skills
Appraisal, Income Producing..., Investment Properties, Appraising, Appraisals, Real Estate Development, Residential Homes, Real Estate Economics, Real Estate, Commercial Real Estate, Income Properties, Real Estate Transactions, Real Estate Financing, Leases, Disposition, Shopping Centers
Education
Binghamton University 1978 — 1982
BA, Economics
Catherine Tierney's Manufacturers Hanover Trust Company Experience January 1981 - September 1985
Job Office Services Coordinator, User Experience, at GfK
Industry Market Research
Experience
GfK September 2013 - Present
Family Shelter Service January 2011 - Present
Hinsdale South High School June 2009 - December 2009
Hinsdale South High School November 2005 - June 2009
Manufacturers Hanover Trust Company January 1981 - September 1985
Skills
Time Management, Event Planning, Career Counseling, Human Resources, Social Services, Recruiting, Management, Policy
Education
Lewis University 2007 — 2009
MA, School Counseling
State University of New York College at Cortland 1975 — 1979
Bachelor of Arts, Political Science and Journalism
GfK September 2013 - Present
Family Shelter Service January 2011 - Present
Hinsdale South High School June 2009 - December 2009
Hinsdale South High School November 2005 - June 2009
Manufacturers Hanover Trust Company January 1981 - September 1985
Skills
Time Management, Event Planning, Career Counseling, Human Resources, Social Services, Recruiting, Management, Policy
Education
Lewis University 2007 — 2009
MA, School Counseling
State University of New York College at Cortland 1975 — 1979
Bachelor of Arts, Political Science and Journalism
Mark Diverio's Manufacturers Hanover Trust Company Experience January 1980 - August 1983
Job Finance and Investment Executive with Leadership Roles in the Corporate Sector and on Wall Street
Industry Financial Services
Experience
Shenandoah Group June 2008 - Present
Xylem Global Partners, LLC July 2006 - May 2008
Shenandoah Group July 2003 - June 2006
MeadWestvaco Corporation January 2002 - June 2003
Westvaco Corporation June 1998 - January 2002
UBS June 1993 - May 1998
Lehman Brothers September 1987 - June 1993
Merrill Lynch & Co. August 1983 - September 1987
Manufacturers Hanover Trust Company January 1980 - August 1983
First National Bank of New Jersey June 1975 - January 1980
Skills
Senior Management, Strategic Planning, Corporate Finance, Capital Markets, Mergers & Acquisitions, Executive Management, Director of Research, Corporate Development, Equity Research, Mergers, Business Strategy, Investor Relations, Asset Management, Investment Banking, Hedge Funds, Banking, Corporate Restructurings, Valuation, Project Management, Sales and Marketing, Financial Analysis, Select Treasury..., Portfolio Management, Due Diligence, Equities, Investments, Industry Analysis, Divestitures, Financial Modeling, Private Equity, Securities, Alternative Investments, Financial Markets, Strategy Development, Competitive Analysis, Start-ups, Strategy, Leadership, Fixed Income, Restructuring
Education
Harvard Business School 2004 — 2004
Executive Management Courses
Fairleigh Dickinson University 1978 — 1980
MBA, Finance
Washington & Lee University 1971 — 1975
BA, Economics
St. Peter's Prep
Shenandoah Group June 2008 - Present
Xylem Global Partners, LLC July 2006 - May 2008
Shenandoah Group July 2003 - June 2006
MeadWestvaco Corporation January 2002 - June 2003
Westvaco Corporation June 1998 - January 2002
UBS June 1993 - May 1998
Lehman Brothers September 1987 - June 1993
Merrill Lynch & Co. August 1983 - September 1987
Manufacturers Hanover Trust Company January 1980 - August 1983
First National Bank of New Jersey June 1975 - January 1980
Skills
Senior Management, Strategic Planning, Corporate Finance, Capital Markets, Mergers & Acquisitions, Executive Management, Director of Research, Corporate Development, Equity Research, Mergers, Business Strategy, Investor Relations, Asset Management, Investment Banking, Hedge Funds, Banking, Corporate Restructurings, Valuation, Project Management, Sales and Marketing, Financial Analysis, Select Treasury..., Portfolio Management, Due Diligence, Equities, Investments, Industry Analysis, Divestitures, Financial Modeling, Private Equity, Securities, Alternative Investments, Financial Markets, Strategy Development, Competitive Analysis, Start-ups, Strategy, Leadership, Fixed Income, Restructuring
Education
Harvard Business School 2004 — 2004
Executive Management Courses
Fairleigh Dickinson University 1978 — 1980
MBA, Finance
Washington & Lee University 1971 — 1975
BA, Economics
St. Peter's Prep
Saundra Gumerove, Esq.'s Manufacturers Hanover Trust Company Experience 1976 - 1986
Job
Industry Law Practice
Experience
Saundra M. Gumerove, Esq. October 1990 - Present
AHRC Nassau 1992 - Present
NYSARC, Inc October 2012 - Present
NYSARC, Inc 2010 - Present
Mutual of New York 1986 - 1990
MONY Credit Corp 1986 - 1990
Manufacturers Hanover Trust Company 1976 - 1986
Skills
Estate Planning, Guardianship, Public Speaking, Special Education, Special Needs Trusts, Litigation, LLC, Wills, Real Estate, Developmental..., Community Outreach, Elder Law, Business Transactions, Trusts, Nonprofits, Hearings, Policy, Property Law, Disabilities, Blogging, Special Needs Planning, Guardianships
Education
Hofstra University School of Law 1973 — 1976
JD
American University 1969 — 1972
BA
Saundra M. Gumerove, Esq. October 1990 - Present
AHRC Nassau 1992 - Present
NYSARC, Inc October 2012 - Present
NYSARC, Inc 2010 - Present
Mutual of New York 1986 - 1990
MONY Credit Corp 1986 - 1990
Manufacturers Hanover Trust Company 1976 - 1986
Skills
Estate Planning, Guardianship, Public Speaking, Special Education, Special Needs Trusts, Litigation, LLC, Wills, Real Estate, Developmental..., Community Outreach, Elder Law, Business Transactions, Trusts, Nonprofits, Hearings, Policy, Property Law, Disabilities, Blogging, Special Needs Planning, Guardianships
Education
Hofstra University School of Law 1973 — 1976
JD
American University 1969 — 1972
BA
Claude H. Collins's Manufacturers Hanover Trust Company Experience January 1981 - January 1991
Job Wealth Management, Financial Planning, Private Banking and Healthcare
Industry Financial Services
Experience
Aegis Global Communications / United Healthcare - Medicare Campaign August 2013 - December 2013
Altfest Personal Wealth Management March 2007 - December 2010
Financial Planning Association (FPA) February 2004 - June 2006
H & R Block September 2003 - March 2004
JPMorgan Chase January 1991 - May 2001
Manufacturers Hanover Trust Company January 1981 - January 1991
Skills
Wealth Management, Private Banking, Relationship Management, Client Development, Marketing, Client Relations Skills, Customer Service, Personal Financial..., Healthcare, Health Insurance, TeleSales, Medicare, Medicare Advantage, Medicare Part D, Medicare Prescription..., Project Management, Financial Analysis, Event Planning, Strategic Planning, Negotiation, Credit Management, Credit, Mortgage Underwriting, Tax Preparation, Non-profit Volunteer, Volunteering, Microsoft Office, Microsoft Excel, PowerPoint
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Banking and Finance
Hunter College
M.S, Counseling Education
University of Southwestern Louisiana
B.S, Psychology
Aegis Global Communications / United Healthcare - Medicare Campaign August 2013 - December 2013
Altfest Personal Wealth Management March 2007 - December 2010
Financial Planning Association (FPA) February 2004 - June 2006
H & R Block September 2003 - March 2004
JPMorgan Chase January 1991 - May 2001
Manufacturers Hanover Trust Company January 1981 - January 1991
Skills
Wealth Management, Private Banking, Relationship Management, Client Development, Marketing, Client Relations Skills, Customer Service, Personal Financial..., Healthcare, Health Insurance, TeleSales, Medicare, Medicare Advantage, Medicare Part D, Medicare Prescription..., Project Management, Financial Analysis, Event Planning, Strategic Planning, Negotiation, Credit Management, Credit, Mortgage Underwriting, Tax Preparation, Non-profit Volunteer, Volunteering, Microsoft Office, Microsoft Excel, PowerPoint
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Banking and Finance
Hunter College
M.S, Counseling Education
University of Southwestern Louisiana
B.S, Psychology
Terry John's Manufacturers Hanover Trust Company Experience January 1983 - September 1986
Job
Industry Banking
Experience
Rabobank International March 1997 - Present
Canadian Imperial Bank of Commerce September 1986 - July 1995
Manufacturers Hanover Trust Company January 1983 - September 1986
Skills
Commercial Banking, Risk Management, Credit Risk, Banking, Retail Banking, Loans, Operational Risk, Strategic and Tactical..., Staff Management /..., Budgeting and..., Application Development..., Global Systems..., Legacy Application..., Project / Program..., Contract / Vendor..., Outsourcing / ASP..., Trade Services..., Payment Processing /..., Compliance Technology, Reconciliation /..., Financial Risk, Vendor Management, Project Management, Electronic Funds..., Cash Management, Portfolio Management, Compliance, Management, Trade Finance, Financial Reporting, Payments, Executive Management, Credit, Program Management, AML, Investment Banking, KYC, Financial Services, FX Options, Capital Markets, SWIFT payments, Enterprise Risk..., Treasury Management, Commercial Lending
Education
Pace University - Lubin School of Business 1983 — 1986
MBA, Computer Information Systems
Baruch College, City University of New York (CUNY) 1978 — 1982
BBA, Finance and Investment
Rabobank International March 1997 - Present
Canadian Imperial Bank of Commerce September 1986 - July 1995
Manufacturers Hanover Trust Company January 1983 - September 1986
Skills
Commercial Banking, Risk Management, Credit Risk, Banking, Retail Banking, Loans, Operational Risk, Strategic and Tactical..., Staff Management /..., Budgeting and..., Application Development..., Global Systems..., Legacy Application..., Project / Program..., Contract / Vendor..., Outsourcing / ASP..., Trade Services..., Payment Processing /..., Compliance Technology, Reconciliation /..., Financial Risk, Vendor Management, Project Management, Electronic Funds..., Cash Management, Portfolio Management, Compliance, Management, Trade Finance, Financial Reporting, Payments, Executive Management, Credit, Program Management, AML, Investment Banking, KYC, Financial Services, FX Options, Capital Markets, SWIFT payments, Enterprise Risk..., Treasury Management, Commercial Lending
Education
Pace University - Lubin School of Business 1983 — 1986
MBA, Computer Information Systems
Baruch College, City University of New York (CUNY) 1978 — 1982
BBA, Finance and Investment
Mary Ann Palestino's Manufacturers Hanover Trust Company Experience July 1973 - October 1991
Job Owner, Palestino Consulting Services, Inc.
Industry Financial Services
Experience
Palestino Consulting Services, Inc. Global Custody Product ManagerBank of America1993 - 1996
Software Automation 1993 - 1995
Manufacturers Hanover Trust Company July 1973 - October 1991
Skills
Equities, Business Analysis, Training, Portfolio Management, Derivatives, Investment Banking, Enterprise Architecture, Management, IT Strategy, Banking, CRM, Financial Services, Integration, PMO, Vendor Management, IT Management, Risk Management, Investments, Disaster Recovery, Mergers & Acquisitions, Change Management, Securities, SDLC, Fixed Income, Product Management, ITIL, Business Continuity
Education
Università degli Studi di Milano 1964 — 1971
Italian - Language and Culture
Marymount Manhattan College 1962 — 1966
B.A., Mathematics, Italian
Palestino Consulting Services, Inc. Global Custody Product ManagerBank of America1993 - 1996
Software Automation 1993 - 1995
Manufacturers Hanover Trust Company July 1973 - October 1991
Skills
Equities, Business Analysis, Training, Portfolio Management, Derivatives, Investment Banking, Enterprise Architecture, Management, IT Strategy, Banking, CRM, Financial Services, Integration, PMO, Vendor Management, IT Management, Risk Management, Investments, Disaster Recovery, Mergers & Acquisitions, Change Management, Securities, SDLC, Fixed Income, Product Management, ITIL, Business Continuity
Education
Università degli Studi di Milano 1964 — 1971
Italian - Language and Culture
Marymount Manhattan College 1962 — 1966
B.A., Mathematics, Italian
Laura Eberman's Manufacturers Hanover Trust Company Experience January 1982 - December 1983
Job President at Multi Media Strategies, Ltd
Industry Management Consulting
Experience
Multi Media Strategies, Ltd. April 1999 - Present
Laura D. Eberman June 1991 - Present
E.M. Warburg, Pincus & Co., Inc. January 1990 - May 1991
Transtech Corporation January 1988 - November 1989
Kidder, Peabody & Co. Incorporated January 1985 - September 1987
Manufacturers Hanover Venture Capital Corp. January 1984 - January 1985
Manufacturers Hanover Trust Company January 1982 - December 1983
Manufacturers Hanover Trust Company July 1980 - December 1982
Skills
Strategy, CRM, Risk Management, Cross-functional Team..., Knowledge Management, Start-ups, Project Management, Integrated Marketing, Program Management, SEO, Business Development, Business Strategy, Management Consulting, Strategic Planning, Corporate Finance, Management, New Business Development, Business Planning, Project Planning, Negotiation, Market Research, Leadership, Marketing, Analysis, Due Diligence, Budgets, Sales, Investments, Entrepreneurship, Mergers & Acquisitions, Valuation, Competitive Analysis, Pricing, Strategic Partnerships, Analytics, Contract Negotiation, Marketing Strategy, Change Management, International Business, Strategic Consulting, Restructuring, Forecasting, Business Process..., Leadership Development, Organizational..., Financial Modeling, Executive Management, Business Analysis, Financial Analysis, Finance
Education
International School of Management - Paris/NY 2005 — 2009
DBA, International Business Management
New York University - Leonard N. Stern School of Business 1979 — 1981
MBA, Finance
Columbia University in the City of New York 1974 — 1979
BA, cum laude, Psychology
Multi Media Strategies, Ltd. April 1999 - Present
Laura D. Eberman June 1991 - Present
E.M. Warburg, Pincus & Co., Inc. January 1990 - May 1991
Transtech Corporation January 1988 - November 1989
Kidder, Peabody & Co. Incorporated January 1985 - September 1987
Manufacturers Hanover Venture Capital Corp. January 1984 - January 1985
Manufacturers Hanover Trust Company January 1982 - December 1983
Manufacturers Hanover Trust Company July 1980 - December 1982
Skills
Strategy, CRM, Risk Management, Cross-functional Team..., Knowledge Management, Start-ups, Project Management, Integrated Marketing, Program Management, SEO, Business Development, Business Strategy, Management Consulting, Strategic Planning, Corporate Finance, Management, New Business Development, Business Planning, Project Planning, Negotiation, Market Research, Leadership, Marketing, Analysis, Due Diligence, Budgets, Sales, Investments, Entrepreneurship, Mergers & Acquisitions, Valuation, Competitive Analysis, Pricing, Strategic Partnerships, Analytics, Contract Negotiation, Marketing Strategy, Change Management, International Business, Strategic Consulting, Restructuring, Forecasting, Business Process..., Leadership Development, Organizational..., Financial Modeling, Executive Management, Business Analysis, Financial Analysis, Finance
Education
International School of Management - Paris/NY 2005 — 2009
DBA, International Business Management
New York University - Leonard N. Stern School of Business 1979 — 1981
MBA, Finance
Columbia University in the City of New York 1974 — 1979
BA, cum laude, Psychology
John Alessio's Manufacturers Hanover Trust Company Experience June 1990 - June 1993
Job Senior QA Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2011 - Present
Bloomberg October 2010 - November 2011
Brown Brothers Harriman May 2005 - September 2010
ING FINANCIAL SERVICES LLC September 1997 - January 2005
NatWest Markets December 1995 - September 1997
Lehman Brothers July 1993 - November 1995
Manufacturers Hanover Trust Company June 1990 - June 1993
Chemical Bank May 1988 - May 1990
Chemical Bank 1988 - 1990
Lloyds Banking Group May 1987 - May 1988
Skills
SDLC, Business Analysis, User Acceptance Testing, Fixed Income, Business Requirements, Equities, Financial Services, Portfolio Management, Databases, Business Process, Trading Systems, Integration, Derivatives, Data Warehousing, SQL, Software Documentation, Asset Management, Quality Assurance, Testing, Securities, Analysis, Test Planning, System Testing, Bloomberg, Quality Center, Capital Markets, Market Data, Process Improvement, Waterfall, Scrum, Project Planning, Portia, Eagle PACE, Camra, CADIS
Education
New York University 1985 — 1987
BS, Business Administration
Nassau Community College 1984 — 1985
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Harborfields High School
TIAA-CREF November 2011 - Present
Bloomberg October 2010 - November 2011
Brown Brothers Harriman May 2005 - September 2010
ING FINANCIAL SERVICES LLC September 1997 - January 2005
NatWest Markets December 1995 - September 1997
Lehman Brothers July 1993 - November 1995
Manufacturers Hanover Trust Company June 1990 - June 1993
Chemical Bank May 1988 - May 1990
Chemical Bank 1988 - 1990
Lloyds Banking Group May 1987 - May 1988
Skills
SDLC, Business Analysis, User Acceptance Testing, Fixed Income, Business Requirements, Equities, Financial Services, Portfolio Management, Databases, Business Process, Trading Systems, Integration, Derivatives, Data Warehousing, SQL, Software Documentation, Asset Management, Quality Assurance, Testing, Securities, Analysis, Test Planning, System Testing, Bloomberg, Quality Center, Capital Markets, Market Data, Process Improvement, Waterfall, Scrum, Project Planning, Portia, Eagle PACE, Camra, CADIS
Education
New York University 1985 — 1987
BS, Business Administration
Nassau Community College 1984 — 1985
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Harborfields High School
Sean Fox's Manufacturers Hanover Trust Company Experience 1987 - 1989
Job Senior Management Executive: General Management, Sales, Marketing, Entrepreneurialism
Industry Consumer Goods
Experience
Kidrobot, Inc. 2010 - 2012
Crocs, Inc 2007 - 2009
Brine, Inc. 2003 - 2006
Brine, Inc. 1999 - 2003
Reebok 1998 - 1999
Reebok 1997 - 1998
Reebok 1994 - 1997
Reebok 1993 - 1994
Above The Rim International, Inc. 1989 - 1993
Manufacturers Hanover Trust Company 1987 - 1989
Skills
Leadership, Sporting Goods, New Business Development, Sales, Sports Marketing, Product Marketing, Start-ups, Trade Shows, Marketing, Marketing Strategy, Product Development, Strategic Planning, Team Building, Apparel, Account Management, Program Management, Sales Management, P&L Management
Education
Hobart and William Smith Colleges
Kidrobot, Inc. 2010 - 2012
Crocs, Inc 2007 - 2009
Brine, Inc. 2003 - 2006
Brine, Inc. 1999 - 2003
Reebok 1998 - 1999
Reebok 1997 - 1998
Reebok 1994 - 1997
Reebok 1993 - 1994
Above The Rim International, Inc. 1989 - 1993
Manufacturers Hanover Trust Company 1987 - 1989
Skills
Leadership, Sporting Goods, New Business Development, Sales, Sports Marketing, Product Marketing, Start-ups, Trade Shows, Marketing, Marketing Strategy, Product Development, Strategic Planning, Team Building, Apparel, Account Management, Program Management, Sales Management, P&L Management
Education
Hobart and William Smith Colleges
Bob Gyenge's Manufacturers Hanover Trust Company Experience June 1985 - December 1990
Job Financial Advisor at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management March 2006 - August 2007
RSG Consulting Services January 2002 - February 2006
JPMorgan Chase June 2000 - December 2001
Chase Bank June 1996 - June 2000
Chemical Bank December 1990 - June 1996
Manufacturers Hanover Trust Company June 1985 - December 1990
Manufacturers Hanover Trust Company August 1981 - May 1985
Manufacturers Hanover Trust Co. June 1976 - July 1981
Skills
Fixed Income, Investments, Portfolio Management, Loans, Finance, Hedge Funds, Asset Management, Alternative Investments, Credit, Commercial Banking, Bonds, Financial Analysis, Investment Banking, Risk Management, Corporate Finance
Education
Hamilton College 1971 — 1975
B.A., History/English
UBS Global Asset Management March 2006 - August 2007
RSG Consulting Services January 2002 - February 2006
JPMorgan Chase June 2000 - December 2001
Chase Bank June 1996 - June 2000
Chemical Bank December 1990 - June 1996
Manufacturers Hanover Trust Company June 1985 - December 1990
Manufacturers Hanover Trust Company August 1981 - May 1985
Manufacturers Hanover Trust Co. June 1976 - July 1981
Skills
Fixed Income, Investments, Portfolio Management, Loans, Finance, Hedge Funds, Asset Management, Alternative Investments, Credit, Commercial Banking, Bonds, Financial Analysis, Investment Banking, Risk Management, Corporate Finance
Education
Hamilton College 1971 — 1975
B.A., History/English
Leslie E. Billet's Manufacturers Hanover Trust Company Experience September 1981 - April 1983
Job Managing Director at Clearbrook Global Advisors, LLC
Industry Investment Management
Experience
L.E.BilletAssociates, LLC March 2013 - Present
Clearbrook Global Advisors, LLC September 2013 - March 2015
Global Trade Business August 2012 - April 2013
Gallagher Fiduciary Advisors (formerly Independent Fiduciary Services, Inc.) June 1997 - March 2012
Brown Brothers Harriman & Co., Inc. September 1994 - June 1997
Smith Hanley Associates, Inc. June 1991 - September 1994
New York Stock Exchange, Inc. April 1983 - June 1991
Manufacturers Hanover Trust Company September 1981 - April 1983
Skills
Investments, Due Diligence, Asset Allocation, Investment Strategies, Fixed Income, Management, Alternative Investments, Hedge Funds, Asset Management, Start-ups
Education
General Assembly 2015 — 2015
Product Management intensive, 10 week course.
Baruch College, City University of New York (CUNY) 1979 — 1981
MBA, Finance
Boston University 1974 — 1978
BA, Political Science with Minor in History, Magna Cum Laude
L.E.BilletAssociates, LLC March 2013 - Present
Clearbrook Global Advisors, LLC September 2013 - March 2015
Global Trade Business August 2012 - April 2013
Gallagher Fiduciary Advisors (formerly Independent Fiduciary Services, Inc.) June 1997 - March 2012
Brown Brothers Harriman & Co., Inc. September 1994 - June 1997
Smith Hanley Associates, Inc. June 1991 - September 1994
New York Stock Exchange, Inc. April 1983 - June 1991
Manufacturers Hanover Trust Company September 1981 - April 1983
Skills
Investments, Due Diligence, Asset Allocation, Investment Strategies, Fixed Income, Management, Alternative Investments, Hedge Funds, Asset Management, Start-ups
Education
General Assembly 2015 — 2015
Product Management intensive, 10 week course.
Baruch College, City University of New York (CUNY) 1979 — 1981
MBA, Finance
Boston University 1974 — 1978
BA, Political Science with Minor in History, Magna Cum Laude
Bobby Bowers's Manufacturers Hanover Trust Company Experience 1986 - 1989
Job Managing Director at AMA Capital Partners
Industry Financial Services
Experience
AMA Capital Partners Vice PresidentSchroders1996 - 1999
Banque Paribas 1991 - 1996
Manufacturers Hanover Trust Company 1986 - 1989
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA
Brown University 1979 — 1983
BA
AMA Capital Partners Vice PresidentSchroders1996 - 1999
Banque Paribas 1991 - 1996
Manufacturers Hanover Trust Company 1986 - 1989
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA
Brown University 1979 — 1983
BA
frank macios's Manufacturers Hanover Trust Company Experience January 1976 - January 1986
Job Executive with Banking and Real Estate background
Industry Financial Services
Experience
PLYMOUTH FINANCIAL COMPANY, INC January 1997 - Present
Plymouth Financial June 1997 - June 2009
Dornoch Holdings March 2005 - August 2008
President Plymouth Realty October 1997 - July 2008
LEYLAND GROUP. LTD January 1992 - January 1997
CRESCENT EQUITIES, INC January 1986 - January 1992
MANUFACTURERS HANOVER TRUST COMPANY January 1976 - January 1986
Manufacturers Hanover 1976 - 1986
Manufacturers Hanover July 1974 - 1986
Manufacturers Hanover January 1983 - November 1984
Skills
Real Estate
Education
Seton Hall University 1976 — 1980
MBA, Marketing
Stillman School of Business - Seton Hall University 1976 — 1980
MBA, Marketing
Villanova University 1969 — 1973
B.S, Marketing
PLYMOUTH FINANCIAL COMPANY, INC January 1997 - Present
Plymouth Financial June 1997 - June 2009
Dornoch Holdings March 2005 - August 2008
President Plymouth Realty October 1997 - July 2008
LEYLAND GROUP. LTD January 1992 - January 1997
CRESCENT EQUITIES, INC January 1986 - January 1992
MANUFACTURERS HANOVER TRUST COMPANY January 1976 - January 1986
Manufacturers Hanover 1976 - 1986
Manufacturers Hanover July 1974 - 1986
Manufacturers Hanover January 1983 - November 1984
Skills
Real Estate
Education
Seton Hall University 1976 — 1980
MBA, Marketing
Stillman School of Business - Seton Hall University 1976 — 1980
MBA, Marketing
Villanova University 1969 — 1973
B.S, Marketing
Joseph Bonetti's Manufacturers Hanover Trust Company Experience June 1977 - April 1985
Job Retired Banking Professional & Military Officer
Industry Financial Services
Experience
Brown Brothers Harriman September 2002 - June 2009
US Army July 1967 - December 1993
Citibank, NA April 1985 - June 1991
Manufacturers Hanover Trust Company June 1977 - April 1985
Skills
Strategic Planning, Financial Services
Education
Fordham University 1972 — 1978
BA, Economics
US Army Command & General Staff College 1980 — 1982
Diploma, Distinguished Military Graduate (top 10%)
Brown Brothers Harriman September 2002 - June 2009
US Army July 1967 - December 1993
Citibank, NA April 1985 - June 1991
Manufacturers Hanover Trust Company June 1977 - April 1985
Skills
Strategic Planning, Financial Services
Education
Fordham University 1972 — 1978
BA, Economics
US Army Command & General Staff College 1980 — 1982
Diploma, Distinguished Military Graduate (top 10%)
Steve Breckenridge's Manufacturers Hanover Trust Company Experience 1986 - 1989
Job
Industry Investment Banking
Experience
Providence Advisors LLC 2000 - Present
Wachovia Securities (First Union Securities) 1996 - 2000
Chase Manhattan Corporation 1994 - 1996
Kidder Peabody 1992 - 1994
Toronto Dominion Bank 1990 - 1992
Manufacturers Hanover Trust Company 1986 - 1989
Skills
Mergers, Mergers & Acquisitions, Corporate Finance, Investment Banking, Strategy, Valuation, Finance, Financial Structuring, Recapitalizations, Private Placements, Management, Due Diligence, Start-ups, Negotiation, Capital Raising, Business Strategy, Financial Modeling, Middle Market
Education
University of Pennsylvania - The Wharton School
MBA
Duke University
AB
Providence Advisors LLC 2000 - Present
Wachovia Securities (First Union Securities) 1996 - 2000
Chase Manhattan Corporation 1994 - 1996
Kidder Peabody 1992 - 1994
Toronto Dominion Bank 1990 - 1992
Manufacturers Hanover Trust Company 1986 - 1989
Skills
Mergers, Mergers & Acquisitions, Corporate Finance, Investment Banking, Strategy, Valuation, Finance, Financial Structuring, Recapitalizations, Private Placements, Management, Due Diligence, Start-ups, Negotiation, Capital Raising, Business Strategy, Financial Modeling, Middle Market
Education
University of Pennsylvania - The Wharton School
MBA
Duke University
AB
Craig H. Weaver's Manufacturers Hanover Trust Company Experience 1982 - 1984
Job Principal, Craig H. Weaver Consulting
Industry Law Practice
Experience
Craig H. Weaver Consulting 2011 - Present
BNY Mellon 2014 - 2014
Avaya, Inc. 2008 - 2010
TD Bank USA, N.A. June 2006 - September 2007
Merrill Lynch & Co. Inc. 2004 - 2005
Citigroup./Citicorp 1984 - 2004
Manufacturers Hanover Trust Company 1982 - 1984
Skills
Intellectual Property, Banking, Corporate Governance, Brokerage, Payment Systems, Corporate Law, Commercial Litigation, Capital Markets, Privacy Law, Contract Negotiation, Joint Ventures, Licensing
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1977 — 1980
JD, Law
Columbia University 1973 — 1977
BA, magna cum laude; Phi Beta Kappa
Craig H. Weaver Consulting 2011 - Present
BNY Mellon 2014 - 2014
Avaya, Inc. 2008 - 2010
TD Bank USA, N.A. June 2006 - September 2007
Merrill Lynch & Co. Inc. 2004 - 2005
Citigroup./Citicorp 1984 - 2004
Manufacturers Hanover Trust Company 1982 - 1984
Skills
Intellectual Property, Banking, Corporate Governance, Brokerage, Payment Systems, Corporate Law, Commercial Litigation, Capital Markets, Privacy Law, Contract Negotiation, Joint Ventures, Licensing
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1977 — 1980
JD, Law
Columbia University 1973 — 1977
BA, magna cum laude; Phi Beta Kappa
Julie Bouhuys's Manufacturers Hanover Trust Company Experience 1983 - 1994
Job CEO at Concerto Asset Management
Industry Investment Management
Experience
Concerto Asset Management, LLC January 2007 - Present
Wachovia August 1994 - October 2006
Wachovia Securities 2002 - 2004
First Union National Bank 1996 - 2002
First Union National Bank 1994 - 1996
Chemical Bank 1983 - 1994
Manufacturers Hanover Trust Company 1983 - 1994
Skills
Asset Managment, Investments, Alternative Investments, Investment Management, Capital Markets, High Yield, Fixed Income, Leveraged Finance, Portfolio Management, Bonds, Loans, Securities, Trading, Risk Management, Enterprise Risk..., Investment Banking, Technology Management, Technology Needs..., Compliance, Change Management, Management, Art Education, Restructuring, Equities, Asset Management, Due Diligence, Structured Finance, Private Equity, Derivatives, Valuation, Financial Modeling, Hedge Funds, Corporate Finance, Credit
Education
Southern Methodist University 1980 — 1983
BBA Finance; BFA Theatre Arts, Finance, General
Concerto Asset Management, LLC January 2007 - Present
Wachovia August 1994 - October 2006
Wachovia Securities 2002 - 2004
First Union National Bank 1996 - 2002
First Union National Bank 1994 - 1996
Chemical Bank 1983 - 1994
Manufacturers Hanover Trust Company 1983 - 1994
Skills
Asset Managment, Investments, Alternative Investments, Investment Management, Capital Markets, High Yield, Fixed Income, Leveraged Finance, Portfolio Management, Bonds, Loans, Securities, Trading, Risk Management, Enterprise Risk..., Investment Banking, Technology Management, Technology Needs..., Compliance, Change Management, Management, Art Education, Restructuring, Equities, Asset Management, Due Diligence, Structured Finance, Private Equity, Derivatives, Valuation, Financial Modeling, Hedge Funds, Corporate Finance, Credit
Education
Southern Methodist University 1980 — 1983
BBA Finance; BFA Theatre Arts, Finance, General
Judy MacCrate's Manufacturers Hanover Trust Company Experience September 1985 - February 1992
Job Real Estate Appraisal Review and Consulting
Industry Real Estate
Experience
Nassau County Department of Assessment February 2008 - June 2011
Nassau County May 2005 - February 2008
Hansen Quality November 2003 - March 2004
Cambridge Home Capital LLC December 2002 - October 2003
HVS International May 1996 - September 1999
Manufacturers Hanover Trust Company September 1985 - February 1992
Skills
Real Estate, Compliance, Risk, Appraisals, Valuation
Education
LIU Post 1970 — 1972
MS, Education
Ithaca College 1963 — 1967
BS, Education
Nassau County Department of Assessment February 2008 - June 2011
Nassau County May 2005 - February 2008
Hansen Quality November 2003 - March 2004
Cambridge Home Capital LLC December 2002 - October 2003
HVS International May 1996 - September 1999
Manufacturers Hanover Trust Company September 1985 - February 1992
Skills
Real Estate, Compliance, Risk, Appraisals, Valuation
Education
LIU Post 1970 — 1972
MS, Education
Ithaca College 1963 — 1967
BS, Education
Cindy Luciano's Manufacturers Hanover Trust Company Experience September 1980 - March 1982
Job Student at Trident Technical College
Industry Food & Beverages
Experience
Trident Technical College January 2012 - Present
Cherry Valley Deli & Grill August 2004 - June 2006
NYPD June 1991 - August 1993
Manufacturers Hanover Trust Company September 1980 - March 1982
Skills
Bookkeeping Certificate, Customer Service, Microsoft Word, Medical Terminology, PowerPoint, Microsoft Office, Microsoft Excel, Data Entry, Cpr Certified, Teamwork, Time Management, Food, Accounting, Access Database, Certificate in...
Education
Trident Technical College 2012 — 2016
Associate’s Degree, Health Information/Medical Records Technology/Technician
Bayside High School 1979 — 1981
Academic Diploma
Bronx HS of Science 1977 — 1979
Trident Technical College January 2012 - Present
Cherry Valley Deli & Grill August 2004 - June 2006
NYPD June 1991 - August 1993
Manufacturers Hanover Trust Company September 1980 - March 1982
Skills
Bookkeeping Certificate, Customer Service, Microsoft Word, Medical Terminology, PowerPoint, Microsoft Office, Microsoft Excel, Data Entry, Cpr Certified, Teamwork, Time Management, Food, Accounting, Access Database, Certificate in...
Education
Trident Technical College 2012 — 2016
Associate’s Degree, Health Information/Medical Records Technology/Technician
Bayside High School 1979 — 1981
Academic Diploma
Bronx HS of Science 1977 — 1979
Willa Bruckner's Manufacturers Hanover Trust Company Experience 1981 - 1985
Job Partner at Alston & Bird LLP
Industry Law Practice
Experience
Alston & Bird LLP 2005 - Present
Hartz Trading, Inc. 2002 - 2005
Tannenbaum Helpern Syracuse & Hirschtritt LLP 1998 - 2002
Dresdner Kleinwort Benson North America Services LLC 1997 - 1998
The Bank of Tokyo-Mitsubishi, Ltd., The Bank of Tokyo, Ltd. 1985 - 1997
Manufacturers Hanover Trust Company 1981 - 1985
Congressional Budget Office, United States Congress 1976 - 1978
Skills
Negotiation, Capital Markets, Economics, Dodd-Frank, Finance, Securities, Financial Structuring, Derivatives, Dispute Resolution, Structured Products, Financial Services, Tax, Emerging Markets, Alternative Investments, Investments, Trading, Legal Advice, Fund Of Funds
Education
University of Pennsylvania Law School 1978 — 1981
J.D., Law
Yale University 1975 — 1976
M.A., Economics
University of Michigan 1971 — 1975
B.S., Mathematics
Alston & Bird LLP 2005 - Present
Hartz Trading, Inc. 2002 - 2005
Tannenbaum Helpern Syracuse & Hirschtritt LLP 1998 - 2002
Dresdner Kleinwort Benson North America Services LLC 1997 - 1998
The Bank of Tokyo-Mitsubishi, Ltd., The Bank of Tokyo, Ltd. 1985 - 1997
Manufacturers Hanover Trust Company 1981 - 1985
Congressional Budget Office, United States Congress 1976 - 1978
Skills
Negotiation, Capital Markets, Economics, Dodd-Frank, Finance, Securities, Financial Structuring, Derivatives, Dispute Resolution, Structured Products, Financial Services, Tax, Emerging Markets, Alternative Investments, Investments, Trading, Legal Advice, Fund Of Funds
Education
University of Pennsylvania Law School 1978 — 1981
J.D., Law
Yale University 1975 — 1976
M.A., Economics
University of Michigan 1971 — 1975
B.S., Mathematics
Lorenzo Vega's Manufacturers Hanover Trust Company Experience 1975 - 1980
Job teacher at board of education
Industry Education Management
Experience
board of education February 2001 - Present
ANZ May 1998 - May 2001
ANZ Bank 1996 - May 1998
Continental Bank N.A./ Bank of America 1992 - 1995
ANZ Bank 1986 - 1992
American Express Bank Limited 1982 - 1986
Marine Midland Bank 1982 - 1986
Manufacturers Hanover Trust Company 1975 - 1980
Education
The College of New Rochelle 2001 — 2003
Master of SAcience in Education, Education
Queens College 1971 — 1975
BA, Education, Latin America Area studies
board of education February 2001 - Present
ANZ May 1998 - May 2001
ANZ Bank 1996 - May 1998
Continental Bank N.A./ Bank of America 1992 - 1995
ANZ Bank 1986 - 1992
American Express Bank Limited 1982 - 1986
Marine Midland Bank 1982 - 1986
Manufacturers Hanover Trust Company 1975 - 1980
Education
The College of New Rochelle 2001 — 2003
Master of SAcience in Education, Education
Queens College 1971 — 1975
BA, Education, Latin America Area studies
Thomas Zettwuch's Manufacturers Hanover Trust Company Experience June 1981 - July 1984
Job Senior Vice President at Banc of America Leasing
Industry Banking
Experience
Banc of America Leasing March 2010 - Present
General Electric Capital Corporation February 2008 - February 2009
Wachovia Equipment Finance March 2005 - February 2008
General Electric Capital Corporation January 1998 - January 2005
First Union National Bank - International Corporate Banking January 1992 - January 1998
Norddeutsche Landesbank March 1989 - January 1992
Commerzbank AG July 1984 - March 1989
Manufacturers Hanover Trust Company June 1981 - July 1984
Skills
Accounting, Banking, Business Development, Commercial Lending, Credit, Credit Analysis, Finance, Loans, Financial Analysis, Management, Portfolio Management, Risk Management, Selling, Sales
Education
State University of New York College at Plattsburgh 1979 — 1982
BS, Business Management
Banc of America Leasing March 2010 - Present
General Electric Capital Corporation February 2008 - February 2009
Wachovia Equipment Finance March 2005 - February 2008
General Electric Capital Corporation January 1998 - January 2005
First Union National Bank - International Corporate Banking January 1992 - January 1998
Norddeutsche Landesbank March 1989 - January 1992
Commerzbank AG July 1984 - March 1989
Manufacturers Hanover Trust Company June 1981 - July 1984
Skills
Accounting, Banking, Business Development, Commercial Lending, Credit, Credit Analysis, Finance, Loans, Financial Analysis, Management, Portfolio Management, Risk Management, Selling, Sales
Education
State University of New York College at Plattsburgh 1979 — 1982
BS, Business Management
Liz Talerico's Manufacturers Hanover Trust Company Experience August 1981 - August 1988
Job Preschool Teacher at Ascension Early Childhood Center
Industry Education Management
Experience
Ascension Early Childhood Center August 2006 - Present
Howard Park Early Childhood Center September 2005 - June 2006
Manufacturers Hanover Trust Company August 1981 - August 1988
Bank of Boston July 1987 - August 1987
Skills
Loans, Research, Editing, Data Analysis, Online Research, Microsoft Office, Microsoft Word
Education
Mount Holyoke College 1977 — 1981
Bachelor of Arts, Economics
Cheshire High School 1973 — 1977
HS Diploma
Ascension Early Childhood Center August 2006 - Present
Howard Park Early Childhood Center September 2005 - June 2006
Manufacturers Hanover Trust Company August 1981 - August 1988
Bank of Boston July 1987 - August 1987
Skills
Loans, Research, Editing, Data Analysis, Online Research, Microsoft Office, Microsoft Word
Education
Mount Holyoke College 1977 — 1981
Bachelor of Arts, Economics
Cheshire High School 1973 — 1977
HS Diploma
John Tumminia's Manufacturers Hanover Trust Company Experience 1973 - 1983
Job Former Director at Citigroup
Industry Financial Services
Experience
CITI PRIVATE BANK January 1994 - January 2011
Citigroup 1994 - 2011
FISHKILL NATIONAL BANK & TRUST 1990 - 1993
Manufacturers Hanover Trust January 1985 - January 1990
CHASE MANHATTAN BANK 1985 - 1990
BANK LEUMI TRUST COMPANY 1983 - 1983
MANUFACTURERS HANOVER TRUST COMPANY 1973 - 1983
Skills
Credit, Credit Risk, Credit Analysis, Financial Analysis, Portfolio Management, Banking, Loans, Underwriting, Commercial Lending, Financial Risk, Wealth Management, Capital Markets, Hedge Funds, Investments
Education
American Institute of Banking
Certificate, Bank Lending - Consumer Lending
Herbert H. Lehman College
Bachelors of Arts (BA), Education - Business
New York Institute of Credit
Certificate, Bank Lending - Accounting
Pace University
MBA, Managerial Finance
Pace University - Lubin School of Business
MBA, Managerial Finance
CITI PRIVATE BANK January 1994 - January 2011
Citigroup 1994 - 2011
FISHKILL NATIONAL BANK & TRUST 1990 - 1993
Manufacturers Hanover Trust January 1985 - January 1990
CHASE MANHATTAN BANK 1985 - 1990
BANK LEUMI TRUST COMPANY 1983 - 1983
MANUFACTURERS HANOVER TRUST COMPANY 1973 - 1983
Skills
Credit, Credit Risk, Credit Analysis, Financial Analysis, Portfolio Management, Banking, Loans, Underwriting, Commercial Lending, Financial Risk, Wealth Management, Capital Markets, Hedge Funds, Investments
Education
American Institute of Banking
Certificate, Bank Lending - Consumer Lending
Herbert H. Lehman College
Bachelors of Arts (BA), Education - Business
New York Institute of Credit
Certificate, Bank Lending - Accounting
Pace University
MBA, Managerial Finance
Pace University - Lubin School of Business
MBA, Managerial Finance
Jeremiah (JERRY) Mackey's Manufacturers Hanover Trust Company Experience 1953 - 1987
Job Executive Director at Community Funding Group USA
Industry Financial Services
Experience
MACKEY ASSOCIATES, P.S. January 2005 - Present
Community Funding Group USA 2005 - Present
MONY Credit Corporation 1987 - 1988
MANUFACTURERS HANOVER TRUST COMPANY 1953 - 1987
Skills
Securities, Private Banking, Asset Allocation, Series 7, Investment Advisory, Investments, Series 63, Bonds, Capital Markets, Derivatives, Fundraising, Investment Strategies, Program Management, Hedge Funds, Asset Managment, Private Equity, Strategic Financial..., Fixed Income, Alternative Investments, Options
Education
Long Island University
Bachelur Of Science, Finance
MACKEY ASSOCIATES, P.S. January 2005 - Present
Community Funding Group USA 2005 - Present
MONY Credit Corporation 1987 - 1988
MANUFACTURERS HANOVER TRUST COMPANY 1953 - 1987
Skills
Securities, Private Banking, Asset Allocation, Series 7, Investment Advisory, Investments, Series 63, Bonds, Capital Markets, Derivatives, Fundraising, Investment Strategies, Program Management, Hedge Funds, Asset Managment, Private Equity, Strategic Financial..., Fixed Income, Alternative Investments, Options
Education
Long Island University
Bachelur Of Science, Finance
Irving zager's Manufacturers Hanover Trust Company Experience 1969 - 2001
Job .
Industry Marketing and Advertising
Experience
IN Marketing June 2004 - Present
Advantage Sales & Marketing 2004 - 2015
Advantage Sales & Marketing 2004 - 2015
Advantage Sales & Marketing 2004 - 2015
Manufactures Hanover Trust January 1969 - September 2001
Manufacturers Hanover Trust Company 1969 - 2001
Skills
Financial Services, Disaster Recovery, Expense Management, Process Improvement, Securities, Banking, Equities, Data Security, Strategic Planning, Business Continuity..., Troubleshooting, Fixed Income, Vendor Management, Financial Risk, Risk Management, SDLC, IT Strategy, Business Analysis, PMO, Entrepreneurship, Portfolio Management, Back Office, Governance, Bonds, Enterprise Risk..., Derivatives, Business Continuity, Information Technology, Project Portfolio..., Hedge Funds, Asset Management, Mutual Funds, Bloomberg, IT Management, Data Center, Strategy, Credit, Information Security..., JCL, Service Delivery, IBM Mainframe
Education
New York University
IN Marketing June 2004 - Present
Advantage Sales & Marketing 2004 - 2015
Advantage Sales & Marketing 2004 - 2015
Advantage Sales & Marketing 2004 - 2015
Manufactures Hanover Trust January 1969 - September 2001
Manufacturers Hanover Trust Company 1969 - 2001
Skills
Financial Services, Disaster Recovery, Expense Management, Process Improvement, Securities, Banking, Equities, Data Security, Strategic Planning, Business Continuity..., Troubleshooting, Fixed Income, Vendor Management, Financial Risk, Risk Management, SDLC, IT Strategy, Business Analysis, PMO, Entrepreneurship, Portfolio Management, Back Office, Governance, Bonds, Enterprise Risk..., Derivatives, Business Continuity, Information Technology, Project Portfolio..., Hedge Funds, Asset Management, Mutual Funds, Bloomberg, IT Management, Data Center, Strategy, Credit, Information Security..., JCL, Service Delivery, IBM Mainframe
Education
New York University
Angelina Longo's Manufacturers Hanover Trust Company Experience 1981 - 1991
Job Advancement Associate at Academy at the Lakes
Industry Primary/Secondary Education
Experience
Academy at the Lakes Vice President & CFO of Office of the General Counsel -JP Morgan Chase1995 - December 2004
Chase Manhattan Bank 1991 - 1995
Manufacturers Hanover Trust company 1981 - 1991
Education
Iona College 1982 — 1984
BS, Business Administration
Academy at the Lakes Vice President & CFO of Office of the General Counsel -JP Morgan Chase1995 - December 2004
Chase Manhattan Bank 1991 - 1995
Manufacturers Hanover Trust company 1981 - 1991
Education
Iona College 1982 — 1984
BS, Business Administration
Clint Gilbert's Manufacturers Hanover Trust Company Experience April 1982 - March 1985
Job SVP Bank Funding Division at Financial Northeastern Companies
Industry Financial Services
Experience
Financial Northeastern Companies October 2012 - February 2015
Citigroup March 1985 - November 2011
Manufacturers Hanover Trust Company April 1982 - March 1985
Skills
Fixed Income, Capital Markets, Banking, Credit Analysis, Series 7, Series 63
Education
Pace University
BBA, Marketing
Financial Northeastern Companies October 2012 - February 2015
Citigroup March 1985 - November 2011
Manufacturers Hanover Trust Company April 1982 - March 1985
Skills
Fixed Income, Capital Markets, Banking, Credit Analysis, Series 7, Series 63
Education
Pace University
BBA, Marketing
Terry Lett/Dad's Manufacturers Hanover Trust Company Experience June 1981 - September 1985
Job Vice President at AccuRecord Direct, Inc.
Industry Financial Services
Experience
AccuRecord Direct, Inc. September 2010 - Present
AccuRecord, Inc. February 1997 - September 2010
Johhnson & Higgins March 1995 - December 1996
Johnson & Higgins September 1985 - December 1996
Manufacturers Hanover Trust Company June 1981 - September 1985
Education
Pace University - Lubin School of Business 1981 — 1985
Master of Business Administration (M.B.A.), Accounting
Arizona State University 1977 — 1979
Bachelor's Degree, Accounting and Finance
AccuRecord Direct, Inc. September 2010 - Present
AccuRecord, Inc. February 1997 - September 2010
Johhnson & Higgins March 1995 - December 1996
Johnson & Higgins September 1985 - December 1996
Manufacturers Hanover Trust Company June 1981 - September 1985
Education
Pace University - Lubin School of Business 1981 — 1985
Master of Business Administration (M.B.A.), Accounting
Arizona State University 1977 — 1979
Bachelor's Degree, Accounting and Finance