NatWest Company
Industry: Retail banking company
DescriptionNational Westminster Bank, commonly known as NatWest, is a major retail and commercial bank in the United Kingdom. It was established in 1968 by the merger of National Provincial Bank and Westminster Bank. Since 2000, it has been part of The Royal Bank of Scotland Group. Credit card support: 011 44 1268 508018 Headquarters: London, United Kingdom Parent organization: NatWest Holdings Inc. CEO: Ross McEwan (Oct 1, 2013–) Founded: 1968, London, United Kingdom Subsidiaries: Coutts, RBS INVOICE FINANCE LIMITED,
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NatWest Employees
Employee
Years
Job
Industry
Fahad Gill Fahad Gill's NatWest Experience May 2012 - August 2012
Job Economics' Instructor and PhD Candidate at Middle Tennessee State University
Industry Research
Experience
Middle Tennessee State University September 2012 - Present
South Asian Conservation Agriculture Network (SACAN) January 2012 - Present
NatWest May 2012 - August 2012
NatWest May 2011 - April 2012
Alpha Medical Consultancy August 2010 - April 2011
GE Aviation August 2008 - July 2009
Skills
Forecasting, Data Analysis, Management, Stata, SAS, Statistics, Team Leadership, Matlab, Data Mining, Sales, International..., R, Impact Evaluation, Business Development, Strategy, Business Strategy, Project Management, Analysis, Proposal Writing
Education
Middle Tennessee State University 2013 — 2016
Doctor of Philosophy (PhD), Economics
Middle Tennessee State University 2012 — 2013
Master's degree, Economics
Aston University 2006 — 2010
Bachelor of Science (BSc), Economics
Middle Tennessee State University September 2012 - Present
South Asian Conservation Agriculture Network (SACAN) January 2012 - Present
NatWest May 2012 - August 2012
NatWest May 2011 - April 2012
Alpha Medical Consultancy August 2010 - April 2011
GE Aviation August 2008 - July 2009
Skills
Forecasting, Data Analysis, Management, Stata, SAS, Statistics, Team Leadership, Matlab, Data Mining, Sales, International..., R, Impact Evaluation, Business Development, Strategy, Business Strategy, Project Management, Analysis, Proposal Writing
Education
Middle Tennessee State University 2013 — 2016
Doctor of Philosophy (PhD), Economics
Middle Tennessee State University 2012 — 2013
Master's degree, Economics
Aston University 2006 — 2010
Bachelor of Science (BSc), Economics
Bob Dyckman Bob Dyckman's NatWest Experience 1987 - 1997
Job Senior Vice President, Head of Trade Finance Business Promotion at Mizuho Bank Ltd
Industry Financial Services
Experience
Mizuho Bank Ltd February 2015 - Present
BNY Mellon April 2013 - February 2015
Wells Fargo Capital Finance 2008 - 2012
Citi 2006 - 2008
Citi 2006 - 2008
JPMorgan Chase & Co. 2002 - 2006
NatWest 1987 - 1997
Skills
Relationship Management, Sales Management, Credit Risk, Credit Analysis, Marketing Strategy, Product Management, Supply Chain, Trade Finance, Trade Services, Strategy, Sales, Trading, Banking, Investments, Portfolio Management, Risk Management, Management, Business Development, Fixed Income, Cash Management, Financial Analysis, Mergers & Acquisitions, Working Capital..., Financial Services, Commercial Banking, Capital Markets, Credit, Finance, Treasury Management
Education
Seton Hall University 1982 — 1987
MBA, Marketing
Villanova University 1977 — 1981
Bachelor of Science, Marketing
Mizuho Bank Ltd February 2015 - Present
BNY Mellon April 2013 - February 2015
Wells Fargo Capital Finance 2008 - 2012
Citi 2006 - 2008
Citi 2006 - 2008
JPMorgan Chase & Co. 2002 - 2006
NatWest 1987 - 1997
Skills
Relationship Management, Sales Management, Credit Risk, Credit Analysis, Marketing Strategy, Product Management, Supply Chain, Trade Finance, Trade Services, Strategy, Sales, Trading, Banking, Investments, Portfolio Management, Risk Management, Management, Business Development, Fixed Income, Cash Management, Financial Analysis, Mergers & Acquisitions, Working Capital..., Financial Services, Commercial Banking, Capital Markets, Credit, Finance, Treasury Management
Education
Seton Hall University 1982 — 1987
MBA, Marketing
Villanova University 1977 — 1981
Bachelor of Science, Marketing
Beverley Moloney Beverley Moloney's NatWest Experience 1994 - 2000
Job Clinical Case Manager at Aon Hewitt
Industry Health, Wellness and Fitness
Experience
Aon Hewitt January 2012 - Present
BUPA WELLNESS 2000 - 2004
NatWest 1994 - 2000
Merseyside Police 1988 - 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Healthcare, Occupational Health, Nursing, Healthcare Management, Health Education, Patient Safety
Education
Tacoma Community College 2011 — 2011
INTERNATIONALLY EDUCATED RN PROGRAM, Registered Nursing/Registered Nurse
ROYAL LIVERPOOL HOSPITALS 1974 — 1977
RN, Registered Nursing/Registered Nurse
Aon Hewitt January 2012 - Present
BUPA WELLNESS 2000 - 2004
NatWest 1994 - 2000
Merseyside Police 1988 - 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Healthcare, Occupational Health, Nursing, Healthcare Management, Health Education, Patient Safety
Education
Tacoma Community College 2011 — 2011
INTERNATIONALLY EDUCATED RN PROGRAM, Registered Nursing/Registered Nurse
ROYAL LIVERPOOL HOSPITALS 1974 — 1977
RN, Registered Nursing/Registered Nurse
Jan Henrich-Zinn Jan Henrich-Zinn's NatWest Experience January 1992 - January 1994
Job Vice President at PNC Bank,N.A.
Industry Banking
Experience
PNC Bank,N.A. September 2012 - Present
Citizens Bank April 2010 - October 2012
Bank of America July 2004 - March 2009
Bank of America October 2001 - July 2004
Fleet Bank September 1999 - October 2001
NatWest January 1992 - January 1994
Skills
Banking, Leadership, Management, Coaching, Retail Banking, CRM
Education
Rutgers University – Camden 2009 — 2009
Human Resources
Farmingdale State College 1973 — 1975
A.A.S., Business Administration
PNC Bank,N.A. September 2012 - Present
Citizens Bank April 2010 - October 2012
Bank of America July 2004 - March 2009
Bank of America October 2001 - July 2004
Fleet Bank September 1999 - October 2001
NatWest January 1992 - January 1994
Skills
Banking, Leadership, Management, Coaching, Retail Banking, CRM
Education
Rutgers University – Camden 2009 — 2009
Human Resources
Farmingdale State College 1973 — 1975
A.A.S., Business Administration
Carmen J. Carrozza Carmen J. Carrozza's NatWest Experience 1989 - 1992
Job Business and Life Coach, Speaker, Founder MediaGuestConnect.com, Host of Forward Motion at AllBusinessRadioNetwork.com
Industry Professional Training & Coaching
Experience
MediaGuestConnect.com March 2012 - Present
http://AllBusinessRadioNetwork.com January 2012 - Present
Carrozza Business and Life Coaching July 2008 - Present
AM 1490 WGCH May 2010 - January 2012
ICA 2009 - 2011
HSBC Bank October 2005 - September 2007
Bank of America March 2004 - September 2005
Fleet Bank January 2002 - March 2004
NatWest 1989 - 1992
Skills
Coaching, Customer Relations, Performance Management, Public Speaking, Mentoring, Leadership Development, Interviewing, Marketing Strategy, Team Building, Sales Management, Strategic Planning, Executive Coaching, Business Strategy, Entrepreneur, Business Planning, Time Management, Management Consulting, Customer Service, Entrepreneurship, Interviews, Social Media, E-commerce, Marketing, Recruiting, Social Networking, Leadership, Sales, Budgets, Blogging, Public Relations, Online Marketing
Education
Iona College
Certified Financial Manager
MediaGuestConnect.com March 2012 - Present
http://AllBusinessRadioNetwork.com January 2012 - Present
Carrozza Business and Life Coaching July 2008 - Present
AM 1490 WGCH May 2010 - January 2012
ICA 2009 - 2011
HSBC Bank October 2005 - September 2007
Bank of America March 2004 - September 2005
Fleet Bank January 2002 - March 2004
NatWest 1989 - 1992
Skills
Coaching, Customer Relations, Performance Management, Public Speaking, Mentoring, Leadership Development, Interviewing, Marketing Strategy, Team Building, Sales Management, Strategic Planning, Executive Coaching, Business Strategy, Entrepreneur, Business Planning, Time Management, Management Consulting, Customer Service, Entrepreneurship, Interviews, Social Media, E-commerce, Marketing, Recruiting, Social Networking, Leadership, Sales, Budgets, Blogging, Public Relations, Online Marketing
Education
Iona College
Certified Financial Manager
Robert Mackenzie Smith Robert Mackenzie Smith's NatWest Experience July 2010 - July 2011
Job Staff Writer at Risk Magazine
Industry Writing and Editing
Experience
Incisive Media July 2015 - Present
FX Week April 2012 - June 2015
NatWest July 2010 - July 2011
Skiworld Ltd December 2009 - April 2010
Skills
Blogging, Journalism, Social Media, Copywriting, Customer Service, Microsoft Office, Foreign Languages, Writing, Financial Markets
Education
London School of Journalism 2011 — 2011
Diploma, Journalism, Merit 73%
University of Bristol 2005 — 2009
Bachelor of Arts (BA), Italian Language and Literature, 2.1
Incisive Media July 2015 - Present
FX Week April 2012 - June 2015
NatWest July 2010 - July 2011
Skiworld Ltd December 2009 - April 2010
Skills
Blogging, Journalism, Social Media, Copywriting, Customer Service, Microsoft Office, Foreign Languages, Writing, Financial Markets
Education
London School of Journalism 2011 — 2011
Diploma, Journalism, Merit 73%
University of Bristol 2005 — 2009
Bachelor of Arts (BA), Italian Language and Literature, 2.1
James Mumma, Sr. James Mumma, Sr.'s NatWest Experience 1993 - 1997
Job Executive Director at Comcast Business
Industry Broadcast Media
Experience
Comcast Business March 2012 - Present
Comcast Cable January 2009 - March 2012
Comcast Cable January 2007 - January 2009
Comcast Cable January 2005 - January 2007
Comcast Cable September 2003 - January 2005
Equity One 2002 - 2003
Art Technology Group 2001 - 2002
Context Integration January 2000 - January 2001
Ernst & Young 1999 - 2000
NatWest 1993 - 1997
Skills
Strategy, Product Management, Cross-functional Team..., Competitive Analysis, Leadership, Management, Business Development, Project Management, Product Development, Change Management, Business Strategy, PMP, Finance, Market Analysis, Budgets, Contract Negotiation, Quality Assurance, Customer Service, IPTV, Program Management, Vendor Management, Business Planning, Risk Management, Interactive Experience, Telecommunications, Strategic Partnerships, Negotiation, Product Marketing, Executive Management
Education
Boston University - School of Management (MBA) 1997 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
Boston University - School of Management (MS, MIS) 1997 — 1999
MIS, Management Information Systems, General
Rutgers College of Engineering 1990 — 1994
BS, Industrial Engineering
Rutgers University-New Brunswick 1990 — 1994
Bachelor of Engineering (BE), Industrial Engineering
Comcast Business March 2012 - Present
Comcast Cable January 2009 - March 2012
Comcast Cable January 2007 - January 2009
Comcast Cable January 2005 - January 2007
Comcast Cable September 2003 - January 2005
Equity One 2002 - 2003
Art Technology Group 2001 - 2002
Context Integration January 2000 - January 2001
Ernst & Young 1999 - 2000
NatWest 1993 - 1997
Skills
Strategy, Product Management, Cross-functional Team..., Competitive Analysis, Leadership, Management, Business Development, Project Management, Product Development, Change Management, Business Strategy, PMP, Finance, Market Analysis, Budgets, Contract Negotiation, Quality Assurance, Customer Service, IPTV, Program Management, Vendor Management, Business Planning, Risk Management, Interactive Experience, Telecommunications, Strategic Partnerships, Negotiation, Product Marketing, Executive Management
Education
Boston University - School of Management (MBA) 1997 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
Boston University - School of Management (MS, MIS) 1997 — 1999
MIS, Management Information Systems, General
Rutgers College of Engineering 1990 — 1994
BS, Industrial Engineering
Rutgers University-New Brunswick 1990 — 1994
Bachelor of Engineering (BE), Industrial Engineering
Carina Moran's NatWest Experience 1993 - 1994
Job VP Marketing at WeAre8
Industry Internet
Experience
WeAre8 March 2015 - Present
HouseTab December 2013 - January 2015
Cece Toppings May 2011 - December 2013
JAForlines Global 2011 - 2012
Broadbent Interiors 2006 - 2011
Morgan Stanley 1996 - 2000
Morgan Stanley 1994 - 1996
NatWest 1993 - 1994
Accenture 1991 - 1993
Skills
Investments, Equities, Microsoft Excel, Trading, English, Mutual Funds, Microsoft Office, PowerPoint, Startups, Marketing, Strategy, Valuation, Management, Start-ups, Business Development, Advertising, Business Strategy, Fashion Design, Marketing Strategy, Sales, Social Media, Social Media Marketing, Digital Marketing, Strategic Partnerships, Strategic Planning, Marketing Communications
Education
Boston College - Carroll School of Management 1987 — 1991
Bachelor of Science (BS), Marketing
WeAre8 March 2015 - Present
HouseTab December 2013 - January 2015
Cece Toppings May 2011 - December 2013
JAForlines Global 2011 - 2012
Broadbent Interiors 2006 - 2011
Morgan Stanley 1996 - 2000
Morgan Stanley 1994 - 1996
NatWest 1993 - 1994
Accenture 1991 - 1993
Skills
Investments, Equities, Microsoft Excel, Trading, English, Mutual Funds, Microsoft Office, PowerPoint, Startups, Marketing, Strategy, Valuation, Management, Start-ups, Business Development, Advertising, Business Strategy, Fashion Design, Marketing Strategy, Sales, Social Media, Social Media Marketing, Digital Marketing, Strategic Partnerships, Strategic Planning, Marketing Communications
Education
Boston College - Carroll School of Management 1987 — 1991
Bachelor of Science (BS), Marketing
Claudette Oledimmah Claudette Oledimmah's NatWest Experience November 2007 - December 2008
Job Legal Billing and Investor Relations
Industry Financial Services
Experience
Prospect Capital Corporation March 2011 - Present
The Co Operative Group September 2009 - March 2011
NatWest November 2007 - December 2008
Skills
Paralegals, Account Reconciliation, Due Diligence, Portfolio Management, Conference Coordination, Accounts Payable, Operations Management, Research, Client Relations, Microsoft Excel
Education
Mountbatten Institute 2011 — 2012
Diploma in International Business Practice
Kings College London 2003 — 2006
Bachelors of Arts (Hons), American Studies
Trinity Catholic High School 1996 — 2003
Prospect Capital Corporation March 2011 - Present
The Co Operative Group September 2009 - March 2011
NatWest November 2007 - December 2008
Skills
Paralegals, Account Reconciliation, Due Diligence, Portfolio Management, Conference Coordination, Accounts Payable, Operations Management, Research, Client Relations, Microsoft Excel
Education
Mountbatten Institute 2011 — 2012
Diploma in International Business Practice
Kings College London 2003 — 2006
Bachelors of Arts (Hons), American Studies
Trinity Catholic High School 1996 — 2003
Gary Rotenberg Gary Rotenberg's NatWest Experience 1993 - 1995
Job President at Redmont Advisors, Inc.
Industry Financial Services
Experience
Redmont Advisors, Inc. 2000 - Present
Merrill Lynch 2007 - 2009
NatWest 1993 - 1995
Smith Barney, Harris Upham & Co., Inc. 1985 - 1993
Cralin & Co., Inc. 1983 - 1985
Skills
Alternative Investments, Financial Advisory, Private Placements, Investment Advisory, Investment Strategies, Private Equity, Debt, Venture Capital, Equities, Valuation, Investment Banking, Securities, Capital Markets, Fixed Income, Investments, Mergers & Acquisitions
Education
University of Cambridge, Selwyn College
Ancient Empires, concentration in Egypt
Columbia Business School 1980 — 1982
MBA, Management of Organizations
Hofstra University School of Law
JD
Columbia College
BA
Redmont Advisors, Inc. 2000 - Present
Merrill Lynch 2007 - 2009
NatWest 1993 - 1995
Smith Barney, Harris Upham & Co., Inc. 1985 - 1993
Cralin & Co., Inc. 1983 - 1985
Skills
Alternative Investments, Financial Advisory, Private Placements, Investment Advisory, Investment Strategies, Private Equity, Debt, Venture Capital, Equities, Valuation, Investment Banking, Securities, Capital Markets, Fixed Income, Investments, Mergers & Acquisitions
Education
University of Cambridge, Selwyn College
Ancient Empires, concentration in Egypt
Columbia Business School 1980 — 1982
MBA, Management of Organizations
Hofstra University School of Law
JD
Columbia College
BA
Mark W. Moore Mark W. Moore's NatWest Experience 1997 - 1997
Job Senior Relationship Manager Institutional Sales Trader
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 2000 - 2014
PaineWebber 1998 - 2000
NatWest 1997 - 1997
Bankers Trust 1996 - 1997
Skills
Relationship Management, Business Development, Management / Leadership, Market Trend Analysis, Negotiation, Growth Strategies, Institutional Sales, Equity Trading, Securities, Financial Markets, Equity Research, Bloomberg, Hedge Funds, Asset Management, Investments, Series 63, Fixed Income, Investment Management, Strategy, Alternative Investments, Options, Trading Systems, Portfolio Management, Equities, Trading, Series 7, Capital Markets, Investment Accounting, Leadership Management
Education
Boston University Questrom School of Business 1989 — 1991
Master of Business Administration (MBA), Finance and Marketing
Providence College 1981 — 1985
Bachelor of Science (B.S.) Business Administration, Marketing / Marketing Management
SunTrust Robinson Humphrey 2000 - 2014
PaineWebber 1998 - 2000
NatWest 1997 - 1997
Bankers Trust 1996 - 1997
Skills
Relationship Management, Business Development, Management / Leadership, Market Trend Analysis, Negotiation, Growth Strategies, Institutional Sales, Equity Trading, Securities, Financial Markets, Equity Research, Bloomberg, Hedge Funds, Asset Management, Investments, Series 63, Fixed Income, Investment Management, Strategy, Alternative Investments, Options, Trading Systems, Portfolio Management, Equities, Trading, Series 7, Capital Markets, Investment Accounting, Leadership Management
Education
Boston University Questrom School of Business 1989 — 1991
Master of Business Administration (MBA), Finance and Marketing
Providence College 1981 — 1985
Bachelor of Science (B.S.) Business Administration, Marketing / Marketing Management
Ludivine Pommier Ludivine Pommier's NatWest Experience September 2009 - September 2010
Job Import Export Specialist chez Highland Forwarding
Industry Logistics and Supply Chain
Experience
Highland Forwarding June 2014 - Present
STEF October 2012 - October 2013
Geodis October 2011 - October 2012
NatWest September 2009 - September 2010
NatWest September 2008 - September 2009
Skills
Microsoft Excel, Microsoft Word, Visual Basic, Access, Project Management, Lean Thinking, Six Sigma, Supply Chain Management, Purchasing, Team Leadership, Customer Service, Transportation, Negotiation, Gestion de projet, Négociations, Gestion de la chaîne..., Transport, Leadership, Management, Gestion de la logistique, Change Management, Logistique, Gestion des opérations, Service client, Chaîne logistique, Analyses
Education
Institut Supérieur du Transport Et de la Logistique Internationale (Monchy-St-Eloi) 2012 — 2013
Master's degree, International Logistics, Trade and Transportation Management
CENTRE TECHNIQUE INTERNATIONAL 2011 — 2012
Bachelor's degree, International Purchasing and Transport
Leeds Metropolitan University 2009 — 2010
German language diploma (Intermediate level), Langue et littérature allemandes
Highland Forwarding June 2014 - Present
STEF October 2012 - October 2013
Geodis October 2011 - October 2012
NatWest September 2009 - September 2010
NatWest September 2008 - September 2009
Skills
Microsoft Excel, Microsoft Word, Visual Basic, Access, Project Management, Lean Thinking, Six Sigma, Supply Chain Management, Purchasing, Team Leadership, Customer Service, Transportation, Negotiation, Gestion de projet, Négociations, Gestion de la chaîne..., Transport, Leadership, Management, Gestion de la logistique, Change Management, Logistique, Gestion des opérations, Service client, Chaîne logistique, Analyses
Education
Institut Supérieur du Transport Et de la Logistique Internationale (Monchy-St-Eloi) 2012 — 2013
Master's degree, International Logistics, Trade and Transportation Management
CENTRE TECHNIQUE INTERNATIONAL 2011 — 2012
Bachelor's degree, International Purchasing and Transport
Leeds Metropolitan University 2009 — 2010
German language diploma (Intermediate level), Langue et littérature allemandes
Jason Crank's NatWest Experience March 1997 - March 2000
Job Trader at Gelber Group LLC
Industry Banking
Experience
Gelber Group LLC October 2014 - Present
Standard Chartered Bank January 2010 - August 2014
Royal Bank of Scotland March 2000 - December 2009
NatWest March 1997 - March 2000
Skills
Foreign Exchange, Derivatives, Risk Management, Portfolio Management, Investment Banking, Credit Risk, Banking, Electronic Trading, FX Options, Bloomberg, Fixed Income, Options, Trading Systems, Financial Markets, Capital Markets, Trading
Education
University of Arizona
Bachelor of Arts (B.A.), Economics / Political Science
cypress creek high school
Gelber Group LLC October 2014 - Present
Standard Chartered Bank January 2010 - August 2014
Royal Bank of Scotland March 2000 - December 2009
NatWest March 1997 - March 2000
Skills
Foreign Exchange, Derivatives, Risk Management, Portfolio Management, Investment Banking, Credit Risk, Banking, Electronic Trading, FX Options, Bloomberg, Fixed Income, Options, Trading Systems, Financial Markets, Capital Markets, Trading
Education
University of Arizona
Bachelor of Arts (B.A.), Economics / Political Science
cypress creek high school
Ed Lucas Ed Lucas's NatWest Experience May 1988 - June 1996
Job QVC
Industry Retail
Experience
QVC August 1996 - Present
NatWest May 1988 - June 1996
Skills
Statistics, SQL, Research Design, Analytics, E-commerce, Market Research, Multi-channel Retail, Online Marketing, Web Analytics, Digital Marketing, Affiliate Marketing, Digital Strategy, Data Mining, Forecasting, Multi-channel Marketing
Education
DeSales University
BA, Psychology
Hofstra University
MA, Applied Research
QVC August 1996 - Present
NatWest May 1988 - June 1996
Skills
Statistics, SQL, Research Design, Analytics, E-commerce, Market Research, Multi-channel Retail, Online Marketing, Web Analytics, Digital Marketing, Affiliate Marketing, Digital Strategy, Data Mining, Forecasting, Multi-channel Marketing
Education
DeSales University
BA, Psychology
Hofstra University
MA, Applied Research
Glenn Stevens Glenn Stevens's NatWest Experience 1997 - 2000
Job CEO at GAIN Capital
Industry Financial Services
Experience
Gain Capital 2000 - Present
NatWest 1997 - 2000
Merrill Lynch 1990 - 1997
Bankers Trust Company 1984 - 1990
Skills
FX Options, FX trading, Electronic Trading, Trading, Trading Systems, Financial Markets, Foreign Exchange, Equities, Currency, Hedge Funds, Options, Commodity, Capital Markets, Proprietary Trading, Derivatives, Fixed Income, Trading Strategies, Technical Analysis, Series 7, Alternative Investments
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Bucknell University 1981 — 1985
BS, Finance
Gain Capital 2000 - Present
NatWest 1997 - 2000
Merrill Lynch 1990 - 1997
Bankers Trust Company 1984 - 1990
Skills
FX Options, FX trading, Electronic Trading, Trading, Trading Systems, Financial Markets, Foreign Exchange, Equities, Currency, Hedge Funds, Options, Commodity, Capital Markets, Proprietary Trading, Derivatives, Fixed Income, Trading Strategies, Technical Analysis, Series 7, Alternative Investments
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Bucknell University 1981 — 1985
BS, Finance
Joseph Trip Ruvane Joseph Trip Ruvane's NatWest Experience 1984 - 1994
Job Publican Beer Drinker Holder of hands teller of stories
Industry Restaurants
Experience
Barley Creek Brewing Company 1995 - Present
NatWest 1984 - 1994
Skills
Event Planning, Customer Service, Marketing, Public Relations, Public Speaking, Social Media, Microsoft Office, Blogging, Event Management, Social Media Marketing, Marketing Communications, Sales, Leadership, Fundraising, Social Networking, Advertising, Time Management, Facebook, Contract Negotiation, Hospitality, Marketing Strategy, Email Marketing, Online Marketing
Education
Hartwick College 1979 — 1983
BA, Business - English-minor
Pocono Mountain
Barley Creek Brewing Company 1995 - Present
NatWest 1984 - 1994
Skills
Event Planning, Customer Service, Marketing, Public Relations, Public Speaking, Social Media, Microsoft Office, Blogging, Event Management, Social Media Marketing, Marketing Communications, Sales, Leadership, Fundraising, Social Networking, Advertising, Time Management, Facebook, Contract Negotiation, Hospitality, Marketing Strategy, Email Marketing, Online Marketing
Education
Hartwick College 1979 — 1983
BA, Business - English-minor
Pocono Mountain
Kevin S. Paiva Kevin S. Paiva's NatWest Experience January 2011 - April 2011
Job Independent Tax Preparer/Insurance Broker
Industry Financial Services
Experience
Paiva Financial Services July 2008 - Present
New Bedford Credit Union September 2012 - October 2013
State Street Bank August 2011 - August 2012
Citizens Bank September 2008 - August 2011
NatWest January 2011 - April 2011
H&R Block December 2008 - April 2009
Skills
Financial Analysis, Tax Preparation, Term Life Insurance, Stocks, Microsoft Office, Notary Public, Portuguese, Bonds, Health Insurance, Financial Planning, Mutual Funds, Financial Advisory, Investments, Annuities, Securities, Investment Strategies, Insurance, Retirement, Cash Management, Retirement Planning, Savings, Money, Wealth Management, Personal Finance, Tax
Education
Johnson and Wales University 2006 — 2010
BSBA, Financial Services Management
Paiva Financial Services July 2008 - Present
New Bedford Credit Union September 2012 - October 2013
State Street Bank August 2011 - August 2012
Citizens Bank September 2008 - August 2011
NatWest January 2011 - April 2011
H&R Block December 2008 - April 2009
Skills
Financial Analysis, Tax Preparation, Term Life Insurance, Stocks, Microsoft Office, Notary Public, Portuguese, Bonds, Health Insurance, Financial Planning, Mutual Funds, Financial Advisory, Investments, Annuities, Securities, Investment Strategies, Insurance, Retirement, Cash Management, Retirement Planning, Savings, Money, Wealth Management, Personal Finance, Tax
Education
Johnson and Wales University 2006 — 2010
BSBA, Financial Services Management
Jonathan Sadowsky Jonathan Sadowsky's NatWest Experience June 1996 - May 1997
Job Fixed Income Portfolio Manager and Global Macroeconomic Strategist at Vaca Creek Asset Management
Industry Investment Management
Experience
Vaca Creek Asset Management LLC May 2010 - Present
Browndorf Private Equity Management March 2008 - February 2010
Wells Capital Management November 2007 - December 2007
Barclays Global Investors June 2002 - October 2007
Worldco Financial Services January 2002 - June 2002
American Century Investments May 2000 - November 2001
Merrill Lynch March 1999 - February 2000
Donaldson, Lufkin & Jenrette June 1997 - February 1999
NatWest June 1996 - May 1997
Citibank September 1993 - June 1996
Skills
Fixed Income, Derivatives, Hedge Funds, Trading, Portfolio Management, Asset Managment, Credit Derivatives, Equities, Eye for Details, Risk Management, Macroeconomics, Global Macro, Market Analysis, Macro Analysis, Portfolio Optimization, Modern Portfolio Theory, Federal Reserve, Market Research, Global Strategy, Asset Allocation, ETFs, Bonds, Investment Portfolio, Central Banks, ECB, CDS, Market Risk, Investment Strategies, Sovereign Debt, Commodity, Securities, MBS, Investments, Hedging, Trading Strategies, Monetary Policy, Liquidity Management, Liquidity Risk, Repo, Equity Derivatives, Investment Management, Investment Research, Options, Valuation, Emerging Markets, Quantitative Analytics, Financial Structuring, Fixed Income Strategies, Fixed Income Portfolio..., Fixed Income Analysis
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Financial Engineering
Lehigh University 1989 — 1993
BS, Material Science and Engineering
Vaca Creek Asset Management LLC May 2010 - Present
Browndorf Private Equity Management March 2008 - February 2010
Wells Capital Management November 2007 - December 2007
Barclays Global Investors June 2002 - October 2007
Worldco Financial Services January 2002 - June 2002
American Century Investments May 2000 - November 2001
Merrill Lynch March 1999 - February 2000
Donaldson, Lufkin & Jenrette June 1997 - February 1999
NatWest June 1996 - May 1997
Citibank September 1993 - June 1996
Skills
Fixed Income, Derivatives, Hedge Funds, Trading, Portfolio Management, Asset Managment, Credit Derivatives, Equities, Eye for Details, Risk Management, Macroeconomics, Global Macro, Market Analysis, Macro Analysis, Portfolio Optimization, Modern Portfolio Theory, Federal Reserve, Market Research, Global Strategy, Asset Allocation, ETFs, Bonds, Investment Portfolio, Central Banks, ECB, CDS, Market Risk, Investment Strategies, Sovereign Debt, Commodity, Securities, MBS, Investments, Hedging, Trading Strategies, Monetary Policy, Liquidity Management, Liquidity Risk, Repo, Equity Derivatives, Investment Management, Investment Research, Options, Valuation, Emerging Markets, Quantitative Analytics, Financial Structuring, Fixed Income Strategies, Fixed Income Portfolio..., Fixed Income Analysis
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Financial Engineering
Lehigh University 1989 — 1993
BS, Material Science and Engineering
Ellen Riess Ellen Riess's NatWest Experience 1988 - 1991
Job Teacher Assistant at Mill Neck Family of Organizations
Industry Individual & Family Services
Experience
Mill Neck Family of Organizations September 2002 - Present
NatWest 1988 - 1991
Citicorp Retail Services 1985 - 1988
Skills
Public Speaking, American Sign Language
Education
Hofstra University
Master of Business Administration (MBA), Marketing/Marketing Management, General
State University of New York at Albany
Bachelor's degree, Business Teacher Education
Mill Neck Family of Organizations September 2002 - Present
NatWest 1988 - 1991
Citicorp Retail Services 1985 - 1988
Skills
Public Speaking, American Sign Language
Education
Hofstra University
Master of Business Administration (MBA), Marketing/Marketing Management, General
State University of New York at Albany
Bachelor's degree, Business Teacher Education
Matthew. Pandolfi Matthew. Pandolfi's NatWest Experience 1993 - 1996
Job Director at BNP Paribas
Industry Banking
Experience
BNP Paribas March 1996 - Present
NatWest 1993 - 1996
Skills
Fixed Income, Middle Office, Financial Markets, Trading Systems, Bloomberg, Bonds, Securities, Operational Risk, Emerging Markets, Series 7, Credit, Settlement, Capital Markets, Back Office, Derivatives, Equities, FX Options, Investment Banking, Options, Series 63, Structured Products, Prime Brokerage, Swaps
Education
Hofstra University 1988 — 1992
Sachem High School
BNP Paribas March 1996 - Present
NatWest 1993 - 1996
Skills
Fixed Income, Middle Office, Financial Markets, Trading Systems, Bloomberg, Bonds, Securities, Operational Risk, Emerging Markets, Series 7, Credit, Settlement, Capital Markets, Back Office, Derivatives, Equities, FX Options, Investment Banking, Options, Series 63, Structured Products, Prime Brokerage, Swaps
Education
Hofstra University 1988 — 1992
Sachem High School
Roseann Ferrick Roseann Ferrick's NatWest Experience 1991 - 1996
Job NY HR Manager at RR Donnelley
Industry Human Resources
Experience
RR Donnelley November 1996 - Present
RR Donnelley Financial November 1996 - August 2011
Natwest 1991 - 1996
National Westminster Bank 1990 - 1996
Fleet Bank 1990 - 1996
Skills
Project Management, Deferred Compensation, Sales Process, Employee Relations, Recruiting, Leadership Development, Instructional Design, Change Management, Human Resources, Needs Analysis, Organizational Design, Team Building, Onboarding, Performance Management, Organizational..., Talent Acquisition, Training, Succession Planning, Organizational..., Outsourcing, Talent Management, Coaching, Process Improvement, Leadership, Management, Account Management, Employee Engagement
Education
Adelphi University 1998 — 2001
MBA, Business/Human Resources
American University 1985 — 1988
Political Science and Government
RR Donnelley November 1996 - Present
RR Donnelley Financial November 1996 - August 2011
Natwest 1991 - 1996
National Westminster Bank 1990 - 1996
Fleet Bank 1990 - 1996
Skills
Project Management, Deferred Compensation, Sales Process, Employee Relations, Recruiting, Leadership Development, Instructional Design, Change Management, Human Resources, Needs Analysis, Organizational Design, Team Building, Onboarding, Performance Management, Organizational..., Talent Acquisition, Training, Succession Planning, Organizational..., Outsourcing, Talent Management, Coaching, Process Improvement, Leadership, Management, Account Management, Employee Engagement
Education
Adelphi University 1998 — 2001
MBA, Business/Human Resources
American University 1985 — 1988
Political Science and Government
Tom Koester Tom Koester's NatWest Experience September 1989 - May 1994
Job Director at Citi
Industry Information Technology and Services
Experience
Citi May 2011 - Present
Aon Hewitt April 2008 - May 2011
JPMorgan Chase December 2002 - March 2008
IBM Global Services May 1994 - December 2002
NatWest September 1989 - May 1994
Citi Group July 1987 - September 1989
Skills
PeopleSoft, Oracle, SAP Implementation, Vendor Management, IT Strategy, Offshoring, Program Management, SDLC, Outsourcing, Process Improvement, Business Process..., Change Management, ERP, Business Process, Project Portfolio..., PMO, IT Management, Strategy, Business Analysis, Enterprise Software, Management Consulting, Project Management, Mergers & Acquisitions, Management, Leadership, Business Process..., SAP, Software Development, Stakeholder Management, Executive Management, Business Transformation
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance & International Business
Rensselaer Polytechnic Institute 1983 — 1987
BS, Industrial Engineer
Citi May 2011 - Present
Aon Hewitt April 2008 - May 2011
JPMorgan Chase December 2002 - March 2008
IBM Global Services May 1994 - December 2002
NatWest September 1989 - May 1994
Citi Group July 1987 - September 1989
Skills
PeopleSoft, Oracle, SAP Implementation, Vendor Management, IT Strategy, Offshoring, Program Management, SDLC, Outsourcing, Process Improvement, Business Process..., Change Management, ERP, Business Process, Project Portfolio..., PMO, IT Management, Strategy, Business Analysis, Enterprise Software, Management Consulting, Project Management, Mergers & Acquisitions, Management, Leadership, Business Process..., SAP, Software Development, Stakeholder Management, Executive Management, Business Transformation
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance & International Business
Rensselaer Polytechnic Institute 1983 — 1987
BS, Industrial Engineer
Frank Barnes Frank Barnes's NatWest Experience October 1994 - August 1998
Job Executive Sales Director Worldwide at D3LED Displays
Industry Electrical/Electronic Manufacturing
Experience
D3LED Displays September 2007 - Present
MultiMedia LED November 2002 - September 2007
AllGood Entertainment 2002 - 2007
Sign Spec - New Jersey May 2002 - June 2003
Clear Channel Outdoor November 1998 - May 2002
NatWest October 1994 - August 1998
The Body Shop July 1989 - July 1994
Ed Hynes for County Executive 1994 - 1994
Levolor Lorenzten September 1987 - July 1989
ITT Avionics 1983 - 1987
Education
Seton Hall University School of Law 1988 — 1992
JD, LAw
Fairleigh Dickinson University 1984 — 1988
MBA, Finance-Investments
Mount St. Mary's University 1979 — 1983
BS, Accounting, Finance and Theater
Emerson Memorial Grade School
Emerson Memorial Grade School
D3LED Displays September 2007 - Present
MultiMedia LED November 2002 - September 2007
AllGood Entertainment 2002 - 2007
Sign Spec - New Jersey May 2002 - June 2003
Clear Channel Outdoor November 1998 - May 2002
NatWest October 1994 - August 1998
The Body Shop July 1989 - July 1994
Ed Hynes for County Executive 1994 - 1994
Levolor Lorenzten September 1987 - July 1989
ITT Avionics 1983 - 1987
Education
Seton Hall University School of Law 1988 — 1992
JD, LAw
Fairleigh Dickinson University 1984 — 1988
MBA, Finance-Investments
Mount St. Mary's University 1979 — 1983
BS, Accounting, Finance and Theater
Emerson Memorial Grade School
Emerson Memorial Grade School
Don Hegermiller Don Hegermiller's NatWest Experience 1994 - 1996
Job Director of Residential Properties at AVR Realty Company
Industry Financial Services
Experience
AVR Realty Company July 2012 - Present
First Niagara Bank March 2010 - June 2012
Principal Real Estate Investors July 2007 - December 2008
GE Real Estate February 2005 - May 2007
GE Commercial Finance February 1996 - February 2005
Metlife Capital 1996 - 1998
NatWest 1994 - 1996
FGH Bank 1991 - 1993
Connecticut Bank & Trust 1986 - 1991
Lincoln Savings Bank 1977 - 1985
Skills
Financial Regulation, Real Estate, Investment Properties, Loans, Real Estate Transactions, Underwriting, Portfolio Management, Loan Origination, Commercial Real Estate, Banking, Disposition, Real Estate Economics, Commercial Mortgages, Mortgage Banking, Capital Markets, Mergers
Education
Excelsior College 1980 — 1984
BS, Liberal Atrs
United States Military Academy at West Point 1974 — 1976
None, Engineering
AVR Realty Company July 2012 - Present
First Niagara Bank March 2010 - June 2012
Principal Real Estate Investors July 2007 - December 2008
GE Real Estate February 2005 - May 2007
GE Commercial Finance February 1996 - February 2005
Metlife Capital 1996 - 1998
NatWest 1994 - 1996
FGH Bank 1991 - 1993
Connecticut Bank & Trust 1986 - 1991
Lincoln Savings Bank 1977 - 1985
Skills
Financial Regulation, Real Estate, Investment Properties, Loans, Real Estate Transactions, Underwriting, Portfolio Management, Loan Origination, Commercial Real Estate, Banking, Disposition, Real Estate Economics, Commercial Mortgages, Mortgage Banking, Capital Markets, Mergers
Education
Excelsior College 1980 — 1984
BS, Liberal Atrs
United States Military Academy at West Point 1974 — 1976
None, Engineering
Rosemary Rein Rosemary Rein's NatWest Experience May 1995 - May 1998
Job Citizen of the World, Champion for Knowledge Sharing, Learning and Creativity
Industry Nonprofit Organization Management
Experience
Wikimedia Foundation May 2015 - Present
United Way Worldwide May 2011 - May 2015
Creative Education Foundation June 2013 - November 2014
Now to WOW! Learning Adventures January 1999 - April 2010
NatWest May 1995 - May 1998
First USA May 1990 - May 1995
Skills
Workshop Facilitation, Program Development, Volunteer Management, Philanthropy, Fundraising, Public Speaking, Grant Writing, Staff Development, Board Development, Grants, Leadership, Community Development, Strategic Communications, Strategic Planning, Program Management, Event Management, Team Building, Policy Analysis, Program Evaluation, Policy, Training, Team Leadership, Project Management, Non-profit..., Strategy, Employee Training, Project Planning, Personal Development, Employee Engagement, Organizational..., Organizational Learning, Resource Development, Executive Coaching, Change Management, Corporate Social..., Emotional Intelligence, Social Entrepreneurship, Social Innovation, Presentation Coaching, Management Consulting, Training Delivery, Instructional Design, Leadership Development, Organizational..., Nonprofits, Management, Coaching, Consulting, Community Outreach
Education
Park University, Rockhurst 2006 — 2008
Adjunct Business Faculty, Early Admissions Graduate Communications
Ashwood University 2004 — 2006
Doctor of Business Administration, Human Resources Management and Services, 3.81
University of Delaware 1978 — 1981
Communications/Criminal Justice, Deans List/Teaching Assistant
Wikimedia Foundation May 2015 - Present
United Way Worldwide May 2011 - May 2015
Creative Education Foundation June 2013 - November 2014
Now to WOW! Learning Adventures January 1999 - April 2010
NatWest May 1995 - May 1998
First USA May 1990 - May 1995
Skills
Workshop Facilitation, Program Development, Volunteer Management, Philanthropy, Fundraising, Public Speaking, Grant Writing, Staff Development, Board Development, Grants, Leadership, Community Development, Strategic Communications, Strategic Planning, Program Management, Event Management, Team Building, Policy Analysis, Program Evaluation, Policy, Training, Team Leadership, Project Management, Non-profit..., Strategy, Employee Training, Project Planning, Personal Development, Employee Engagement, Organizational..., Organizational Learning, Resource Development, Executive Coaching, Change Management, Corporate Social..., Emotional Intelligence, Social Entrepreneurship, Social Innovation, Presentation Coaching, Management Consulting, Training Delivery, Instructional Design, Leadership Development, Organizational..., Nonprofits, Management, Coaching, Consulting, Community Outreach
Education
Park University, Rockhurst 2006 — 2008
Adjunct Business Faculty, Early Admissions Graduate Communications
Ashwood University 2004 — 2006
Doctor of Business Administration, Human Resources Management and Services, 3.81
University of Delaware 1978 — 1981
Communications/Criminal Justice, Deans List/Teaching Assistant
Cherie Aarts Coley Cherie Aarts Coley's NatWest Experience January 1993 - May 1995
Job Designer | Artist | Entrepreneur
Industry Design
Experience
Abide Living 2013 - Present
Collectrium 2013 - 2013
Poloppo Inc March 2007 - September 2012
Haha! Design May 2008 - December 2008
Volcanic Design June 2000 - November 2006
NatWest January 1993 - May 1995
Skills
Copywriting, Graphic Design, Web Design, Photography, Logo Design, Graphics, Typography, Flash, Marketing Strategy, Marketing, Product Design, Art, Strategy, Management, User Interface, Interior Design, Fine Art, Art Direction, Concept Development, Illustrator
Education
University of Auckland 1989 — 1997
Abide Living 2013 - Present
Collectrium 2013 - 2013
Poloppo Inc March 2007 - September 2012
Haha! Design May 2008 - December 2008
Volcanic Design June 2000 - November 2006
NatWest January 1993 - May 1995
Skills
Copywriting, Graphic Design, Web Design, Photography, Logo Design, Graphics, Typography, Flash, Marketing Strategy, Marketing, Product Design, Art, Strategy, Management, User Interface, Interior Design, Fine Art, Art Direction, Concept Development, Illustrator
Education
University of Auckland 1989 — 1997
Nathan Boylan's NatWest Experience January 1995 - March 1995
Job CTO Global Functions at AIG
Industry Financial Services
Experience
AIG April 2015 - Present
Lord Abbett September 2009 - October 2014
CIBC July 2001 - June 2009
KPMG July 1998 - May 2001
UBS April 1995 - June 1998
NatWest January 1995 - March 1995
PA Consulting Group July 1993 - December 1994
ExxonMobil October 1992 - June 1993
Microsoft July 1990 - September 1992
Skills
Disaster Recovery, IT Operations, Data Center, Vendor Management, Business Continuity, SDLC, Business Analysis, IT Service Management, Integration, Project Portfolio..., Infrastructure, IT Strategy, Trading Systems, Cloud Computing, Virtualization, Outsourcing, Solution Architecture, Active Directory, VMware, Enterprise Architecture, IT Management, ITIL, Business Intelligence, Governance, Program Management, PMO, Data Warehousing, Oracle, Enterprise Software, Management, Leadership, Strategy, SaaS, Information Technology, Project Management, Process Improvement, Risk Management, Change Management, Optimization, Strategic Visionary, Financial Services, Business Process..., Security, Strategic Planning, Requirements Analysis, Networking, Team Leadership, Consulting, Strategic Partnerships, Managed Services
Education
Boston University - School of Management
CIO Pocket MBA
University of North London
BEng, Electronics & Communications Engineering
AIG April 2015 - Present
Lord Abbett September 2009 - October 2014
CIBC July 2001 - June 2009
KPMG July 1998 - May 2001
UBS April 1995 - June 1998
NatWest January 1995 - March 1995
PA Consulting Group July 1993 - December 1994
ExxonMobil October 1992 - June 1993
Microsoft July 1990 - September 1992
Skills
Disaster Recovery, IT Operations, Data Center, Vendor Management, Business Continuity, SDLC, Business Analysis, IT Service Management, Integration, Project Portfolio..., Infrastructure, IT Strategy, Trading Systems, Cloud Computing, Virtualization, Outsourcing, Solution Architecture, Active Directory, VMware, Enterprise Architecture, IT Management, ITIL, Business Intelligence, Governance, Program Management, PMO, Data Warehousing, Oracle, Enterprise Software, Management, Leadership, Strategy, SaaS, Information Technology, Project Management, Process Improvement, Risk Management, Change Management, Optimization, Strategic Visionary, Financial Services, Business Process..., Security, Strategic Planning, Requirements Analysis, Networking, Team Leadership, Consulting, Strategic Partnerships, Managed Services
Education
Boston University - School of Management
CIO Pocket MBA
University of North London
BEng, Electronics & Communications Engineering
Joe Pugh Joe Pugh's NatWest Experience August 1996 - May 1997
Job Vice President, Trading Technology at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank March 2010 - Present
JPMorgan Chase September 2007 - March 2010
Goldman Sachs December 2004 - September 2007
UBS Investment Bank May 1999 - December 2004
RSA August 1998 - May 1999
iNET Consultancy Ltd May 1997 - August 1998
NatWest August 1996 - May 1997
Skills
Agile Methodologies, Hibernate, Java, Design Patterns, UML, Multithreading, Spring, Equity Derivatives, Software Development, Derivatives, Unix, Scala, Low Latency, Databases, Fixed Income, Test Driven Development, Oracle, JavaScript, Distributed Systems, JSP, JDBC, Trading Systems, Credit Derivatives, Market Risk, Regulatory Reporting, Agile, jQuery, ExtJS, Node.js, Cassandra, Twilio, AJAX, Unix Shell Scripting, Ant, Web Development, REST, Object Oriented Design, ETL, JUnit, Interest Rate..., Maven, Market Data, Web Applications, Akka
Education
University of Nottingham 1993 — 1996
2.1, Mathematics / Computer Science
Thomas Tallis 1985 — 1993
Deutsche Bank March 2010 - Present
JPMorgan Chase September 2007 - March 2010
Goldman Sachs December 2004 - September 2007
UBS Investment Bank May 1999 - December 2004
RSA August 1998 - May 1999
iNET Consultancy Ltd May 1997 - August 1998
NatWest August 1996 - May 1997
Skills
Agile Methodologies, Hibernate, Java, Design Patterns, UML, Multithreading, Spring, Equity Derivatives, Software Development, Derivatives, Unix, Scala, Low Latency, Databases, Fixed Income, Test Driven Development, Oracle, JavaScript, Distributed Systems, JSP, JDBC, Trading Systems, Credit Derivatives, Market Risk, Regulatory Reporting, Agile, jQuery, ExtJS, Node.js, Cassandra, Twilio, AJAX, Unix Shell Scripting, Ant, Web Development, REST, Object Oriented Design, ETL, JUnit, Interest Rate..., Maven, Market Data, Web Applications, Akka
Education
University of Nottingham 1993 — 1996
2.1, Mathematics / Computer Science
Thomas Tallis 1985 — 1993
Pam Dougherty Pam Dougherty's NatWest Experience September 1994 - July 1996
Job Director of Finance at Aetna Better Health
Industry Hospital & Health Care
Experience
Aetna October 2014 - Present
Royal Health Care May 2011 - October 2014
Consulting September 2010 - May 2011
New York Presbyterian Hospital February 2008 - July 2010
Community Premier Plus August 1999 - February 2008
Penn Federal Savings Bank March 1999 - July 1999
CIGNA Healthcare December 1996 - February 1999
NatWest September 1994 - July 1996
Response August 1992 - June 1994
Millennium Financial March 1992 - July 1992
Skills
Accounting, Billing, Auditing, Budgeting, Managed Care, Financial Reporting, Accounts Receivable, Oversight, Cash, Health Insurance, Payroll, Process Improvement, Forecasting, Strategic Planning, Annual Reports, Payments, Analysis, Financial Analysis, Excel, Access, Planning, Supervisory Skills, Financial Management, General Ledger, Statistics, Medicare, Microsoft Excel, Medicaid, Accounts Payable, Revenue Cycle, Provider Relations, Budgets, Healthcare Industry, Healthcare Consulting, Health Policy, HMO, Medicaid Managed Care, HIPAA, Healthcare Management, Physicians, Credentialing, Disease Management, Medical Billing, Healthcare, Management, Finance, Healthcare Information..., Data Analysis, Leadership
Education
Villanova University 2010 — 2011
Six Sigma Certificate Program, Six Signma
Colorado State University 1983 — 1987
BS, Finance / Real Estate
Wheat Ridge High School 1980 — 1983
Aetna October 2014 - Present
Royal Health Care May 2011 - October 2014
Consulting September 2010 - May 2011
New York Presbyterian Hospital February 2008 - July 2010
Community Premier Plus August 1999 - February 2008
Penn Federal Savings Bank March 1999 - July 1999
CIGNA Healthcare December 1996 - February 1999
NatWest September 1994 - July 1996
Response August 1992 - June 1994
Millennium Financial March 1992 - July 1992
Skills
Accounting, Billing, Auditing, Budgeting, Managed Care, Financial Reporting, Accounts Receivable, Oversight, Cash, Health Insurance, Payroll, Process Improvement, Forecasting, Strategic Planning, Annual Reports, Payments, Analysis, Financial Analysis, Excel, Access, Planning, Supervisory Skills, Financial Management, General Ledger, Statistics, Medicare, Microsoft Excel, Medicaid, Accounts Payable, Revenue Cycle, Provider Relations, Budgets, Healthcare Industry, Healthcare Consulting, Health Policy, HMO, Medicaid Managed Care, HIPAA, Healthcare Management, Physicians, Credentialing, Disease Management, Medical Billing, Healthcare, Management, Finance, Healthcare Information..., Data Analysis, Leadership
Education
Villanova University 2010 — 2011
Six Sigma Certificate Program, Six Signma
Colorado State University 1983 — 1987
BS, Finance / Real Estate
Wheat Ridge High School 1980 — 1983
William Stasinopoulos William Stasinopoulos's NatWest Experience 1992 - 1996
Job Banking Professional
Industry Banking
Experience
Banco Popular North America August 2007 - November 2008
North Fork Bank 2006 - 2007
HSBC Bank USA 1996 - 2006
NatWest 1992 - 1996
NatWest 1992 - 1996
Education
Hofstra University
Banco Popular North America August 2007 - November 2008
North Fork Bank 2006 - 2007
HSBC Bank USA 1996 - 2006
NatWest 1992 - 1996
NatWest 1992 - 1996
Education
Hofstra University
Joseph Canevari Joseph Canevari's NatWest Experience 1987 - 1995
Job Vice President, Private Client Relationship Manager at TD Wealth Management Private Client Group
Industry Financial Services
Experience
TD Wealth Management - Private Client Group Senior Vice President - Relationship ManagerHSBC Private BankJanuary 2013 - February 2015
Gibraltar Private Bank & Trust October 2010 - January 2013
BNY Mellon Wealth Management October 1995 - October 2010
The Bank of New York 1995 - 2007
NatWest 1987 - 1995
Skills
Planning, Wealth, Estate Planning, Financial Planning, Strategic Planning, Risk Management, Strategic Financial..., Portfolio Management, Securities, Investments, Alternative Investments, Banking, Series 7, Loans, Commercial Lending, Wealth Management..., Relationship Management, High Net Worth..., Project Planning, Financial Services, Wealth Management, Asset Allocation, Commercial Banking
Education
Long Island University, C.W. Post Campus 1985 — 1988
Master of Business Administration (MBA), Finance
Long Island University, C.W. Post Campus 1979 — 1983
Bachelor's of Science, Business Administration
Centereach High School 1976 — 1979
TD Wealth Management - Private Client Group Senior Vice President - Relationship ManagerHSBC Private BankJanuary 2013 - February 2015
Gibraltar Private Bank & Trust October 2010 - January 2013
BNY Mellon Wealth Management October 1995 - October 2010
The Bank of New York 1995 - 2007
NatWest 1987 - 1995
Skills
Planning, Wealth, Estate Planning, Financial Planning, Strategic Planning, Risk Management, Strategic Financial..., Portfolio Management, Securities, Investments, Alternative Investments, Banking, Series 7, Loans, Commercial Lending, Wealth Management..., Relationship Management, High Net Worth..., Project Planning, Financial Services, Wealth Management, Asset Allocation, Commercial Banking
Education
Long Island University, C.W. Post Campus 1985 — 1988
Master of Business Administration (MBA), Finance
Long Island University, C.W. Post Campus 1979 — 1983
Bachelor's of Science, Business Administration
Centereach High School 1976 — 1979
Michael Eastwood Michael Eastwood's NatWest Experience 1990 - 1995
Job Director Of Americas Equity Research at Jefferies & Company
Industry Research
Experience
Jefferies & Company September 2012 - Present
Morgan Stanley January 2011 - September 2012
Morgan Stanley June 2009 - January 2011
Morgan Stanley August 1999 - June 2009
Dresdner Kleinwort June 1995 - April 1999
NatWest 1990 - 1995
Skills
Asset Allocation, Asset Managment, Bloomberg, Bonds, Business Strategy, Buy-side, Capital Markets, Corporate Finance, Credit Derivatives, Emerging Markets, Due Diligence, Equities, Equity Derivatives, Equity Research, Financial Analysis, Financial Markets, Financial Services, Fixed Income, Financial Modeling, Fixed Income Analysis, Hedge Funds, IPO, Investments, Investment Management, Investment Advisory, Portfolio Management, Management, Mergers, Private Equity, Prime Brokerage, Options, Securities, Series 7, Structured Products, Valuation, Venture Capital, Wealth Management, Equity Valuation, Investment Banking, Investment Strategies, Mutual Funds, Series 63, Trading
Education
University of Aberdeen 1986 — 1990
MA, Political Science
Edinburgh Academy 1980 — 1986
Master of Arts (MA)
Jefferies & Company September 2012 - Present
Morgan Stanley January 2011 - September 2012
Morgan Stanley June 2009 - January 2011
Morgan Stanley August 1999 - June 2009
Dresdner Kleinwort June 1995 - April 1999
NatWest 1990 - 1995
Skills
Asset Allocation, Asset Managment, Bloomberg, Bonds, Business Strategy, Buy-side, Capital Markets, Corporate Finance, Credit Derivatives, Emerging Markets, Due Diligence, Equities, Equity Derivatives, Equity Research, Financial Analysis, Financial Markets, Financial Services, Fixed Income, Financial Modeling, Fixed Income Analysis, Hedge Funds, IPO, Investments, Investment Management, Investment Advisory, Portfolio Management, Management, Mergers, Private Equity, Prime Brokerage, Options, Securities, Series 7, Structured Products, Valuation, Venture Capital, Wealth Management, Equity Valuation, Investment Banking, Investment Strategies, Mutual Funds, Series 63, Trading
Education
University of Aberdeen 1986 — 1990
MA, Political Science
Edinburgh Academy 1980 — 1986
Master of Arts (MA)
Jonathan Pierce Jonathan Pierce's NatWest Experience October 1994 - September 1996
Job
Industry Airlines/Aviation
Experience
American Airlines March 2011 - Present
American Airlines October 2006 - March 2011
American Airlines September 2000 - October 2006
Concert January 2000 - August 2000
BT September 1996 - January 2000
NatWest October 1994 - September 1996
Skills
Marketing Strategy, Loyalty Marketing, Marketing Communications, Airlines, Direct Marketing, Strategy, Marketing Management, Brand Management, Advertising, Marketing, Social Media, Management, Leadership, Change Management, Multi-channel Marketing, Business Planning, Team Management, Customer Acquisition, New Media, Cross-functional Team..., Collaboration, Team Leadership, Integrated Marketing, Corporate Communications, Communication Skills, Sponsorship, CRM, B2B Marketing, Social Media Marketing, Analytics, Digital Marketing, Media Planning, Strategic Planning, Competitive Analysis, Loyalty Programs, E-commerce, Online Marketing
Education
University of Wales, Swansea 1990 — 1994
B Sc (Hons) American Business Studies
Chartered Institute of Marketing 1995 — 1996
Diploma in Marketing
American Airlines March 2011 - Present
American Airlines October 2006 - March 2011
American Airlines September 2000 - October 2006
Concert January 2000 - August 2000
BT September 1996 - January 2000
NatWest October 1994 - September 1996
Skills
Marketing Strategy, Loyalty Marketing, Marketing Communications, Airlines, Direct Marketing, Strategy, Marketing Management, Brand Management, Advertising, Marketing, Social Media, Management, Leadership, Change Management, Multi-channel Marketing, Business Planning, Team Management, Customer Acquisition, New Media, Cross-functional Team..., Collaboration, Team Leadership, Integrated Marketing, Corporate Communications, Communication Skills, Sponsorship, CRM, B2B Marketing, Social Media Marketing, Analytics, Digital Marketing, Media Planning, Strategic Planning, Competitive Analysis, Loyalty Programs, E-commerce, Online Marketing
Education
University of Wales, Swansea 1990 — 1994
B Sc (Hons) American Business Studies
Chartered Institute of Marketing 1995 — 1996
Diploma in Marketing
Gregory Pierce, CFA Gregory Pierce, CFA's NatWest Experience January 1995 - June 1996
Job Head of Global Markets, Americas Region
Industry Banking
Experience
HSBC Global Banking and Markets September 2015 - Present
HSBC Bank USA June 2008 - Present
HSBC Global Banking and Markets 2011 - August 2015
HSBC July 1996 - June 2008
NatWest January 1995 - June 1996
NatWest June 1985 - January 1995
Skills
Trading, Portfolio Management, Residential Mortgages, Fixed Income, Asset & Liability..., Interest Rate Hedging, Derivatives, Interest Rate Risk..., Management, ALM, Capital Markets, Bonds, Equities, Options, Structured Products, Risk Management, Electronic Trading, Hedge Funds, Market Risk, Credit Derivatives, Financial Markets, Investments, Swaps, Asset Management, Interest Rate..., FX Options, Bloomberg, Securities, Trading Systems, Structured Finance, Credit Risk, Commodity, Financial Risk, Valuation, Alternative Investments, Equity Derivatives, Hedging, Investment Banking
Education
Hobart and William Smith Colleges 1981 — 1985
BA, History, Economics
HSBC Global Banking and Markets September 2015 - Present
HSBC Bank USA June 2008 - Present
HSBC Global Banking and Markets 2011 - August 2015
HSBC July 1996 - June 2008
NatWest January 1995 - June 1996
NatWest June 1985 - January 1995
Skills
Trading, Portfolio Management, Residential Mortgages, Fixed Income, Asset & Liability..., Interest Rate Hedging, Derivatives, Interest Rate Risk..., Management, ALM, Capital Markets, Bonds, Equities, Options, Structured Products, Risk Management, Electronic Trading, Hedge Funds, Market Risk, Credit Derivatives, Financial Markets, Investments, Swaps, Asset Management, Interest Rate..., FX Options, Bloomberg, Securities, Trading Systems, Structured Finance, Credit Risk, Commodity, Financial Risk, Valuation, Alternative Investments, Equity Derivatives, Hedging, Investment Banking
Education
Hobart and William Smith Colleges 1981 — 1985
BA, History, Economics
Ann Blaylock's NatWest Experience June 2007 - January 2010
Job Research Assistant/Project Manager at Universität Innsbruck
Industry Research
Experience
Universität Innsbruck September 2013 - Present
Inlingua July 2013 - Present
Intelligent Global Ltd October 2012 - January 2013
Energyquest International Ltd July 2011 - October 2012
Energyquest April 2010 - July 2011
NatWest June 2007 - January 2010
Education
University of Leeds 2006 — 2009
BSc (Hons) Mathematics
The Lakes School
Universität Innsbruck September 2013 - Present
Inlingua July 2013 - Present
Intelligent Global Ltd October 2012 - January 2013
Energyquest International Ltd July 2011 - October 2012
Energyquest April 2010 - July 2011
NatWest June 2007 - January 2010
Education
University of Leeds 2006 — 2009
BSc (Hons) Mathematics
The Lakes School
Christopher Valente Christopher Valente's NatWest Experience June 1998 - February 1999
Job Senior Consultant Director
Industry Financial Services
Experience
City of Charles Sturt December 2004 - January 2015
SA Power Networks June 1999 - August 2004
NatWest June 1998 - February 1999
Nomura Securities February 1997 - April 1998
SKYCITY Adelaide February 1992 - June 1996
Education
University of South Australia 2007 — 2010
Master's in Business Management, Business Administration and Management, General
University of South Australia 2005 — 2007
Graduate Diploma in Management, Business Management
University of South Australia 1990 — 1993
Bachelor of Business Administration (B.B.A.), Finance and Industrial Relations
Blackfriars Priory College 1974 — 1986
City of Charles Sturt December 2004 - January 2015
SA Power Networks June 1999 - August 2004
NatWest June 1998 - February 1999
Nomura Securities February 1997 - April 1998
SKYCITY Adelaide February 1992 - June 1996
Education
University of South Australia 2007 — 2010
Master's in Business Management, Business Administration and Management, General
University of South Australia 2005 — 2007
Graduate Diploma in Management, Business Management
University of South Australia 1990 — 1993
Bachelor of Business Administration (B.B.A.), Finance and Industrial Relations
Blackfriars Priory College 1974 — 1986
Morag Barrett, MA HRM, C.F.C.I.P.D.'s NatWest Experience January 1999 - September 2000
Job SkyeTeam | Author of 'Cultivate'
Industry Professional Training & Coaching
Experience
CIO Magazine 2015 - Present
Cultivate. The Power of Winning Relationships 2012 - Present
SkyeTeam February 2007 - Present
Omada Consulting Ltd September 2007 - Present
Level 3 Communications September 2006 - February 2007
Level (3) Communications LLC September 2000 - September 2006
NatWest January 1999 - September 2000
NatWest September 1996 - January 1999
NatWest July 1986 - December 1996
Skills
Organizational..., Leadership Development, Talent Management, Executive Coaching, Performance Management, Strategy, Leadership, Executive Development, Training, Consulting, Succession Planning, Facilitators, Employee Training, Employee Engagement, Management Development, Emotional Intelligence, Program Management, Culture Change, High Performance Teams, Organizational..., Team Effectiveness, Career Management, Change Management, Career Development, Team Building, Organizational Design, Strategic Planning, Executive Management, Personnel Management, Performance Improvement, Human Resources, HR Consulting, Process Improvement, Business Planning, High Performing Teams, Talent Assessment, Keynote, Cross-functional Team..., Organizational Learning, 360 Feedback
Education
De Montfort University 1998 — 2000
Master's Degree, Human Resource Management
De Montfort University Leicester 1996 — 1998
Post Grad, Human Resource Management
Corporate Coach University 2002 — 2005
certificate, Business Coaching
Chartered Institute of Bankers 1986 — 2001
ACIB, Banking and Finance
Society for Human Resource Management 2006 — 2009
SPHR, Senior Professional in Human Resources
CIO Magazine 2015 - Present
Cultivate. The Power of Winning Relationships 2012 - Present
SkyeTeam February 2007 - Present
Omada Consulting Ltd September 2007 - Present
Level 3 Communications September 2006 - February 2007
Level (3) Communications LLC September 2000 - September 2006
NatWest January 1999 - September 2000
NatWest September 1996 - January 1999
NatWest July 1986 - December 1996
Skills
Organizational..., Leadership Development, Talent Management, Executive Coaching, Performance Management, Strategy, Leadership, Executive Development, Training, Consulting, Succession Planning, Facilitators, Employee Training, Employee Engagement, Management Development, Emotional Intelligence, Program Management, Culture Change, High Performance Teams, Organizational..., Team Effectiveness, Career Management, Change Management, Career Development, Team Building, Organizational Design, Strategic Planning, Executive Management, Personnel Management, Performance Improvement, Human Resources, HR Consulting, Process Improvement, Business Planning, High Performing Teams, Talent Assessment, Keynote, Cross-functional Team..., Organizational Learning, 360 Feedback
Education
De Montfort University 1998 — 2000
Master's Degree, Human Resource Management
De Montfort University Leicester 1996 — 1998
Post Grad, Human Resource Management
Corporate Coach University 2002 — 2005
certificate, Business Coaching
Chartered Institute of Bankers 1986 — 2001
ACIB, Banking and Finance
Society for Human Resource Management 2006 — 2009
SPHR, Senior Professional in Human Resources
Neil De La Cruz Neil De La Cruz's NatWest Experience 1985 - 1994
Job Financial Services Professional
Industry Financial Services
Experience
FINRA March 2014 - Present
ING Financial Markets, LLC 1994 - 2010
NatWest 1985 - 1994
New York Life Insurance Company 1982 - 1985
Skills
Equities, Trading, Securities, Options, ABS, Financial Markets, Fixed Income, Middle Office, Financial Services, Settlement, Investment Banking, Banking, Trading Systems, Back Office, Portfolio Management, Capital Markets, Bonds, Derivatives, Hedge Funds
Education
Pace University 1979 — 1982
Bachelor's degree, Business Administration and Management, General
Brooklyn College 1977 — 1979
Liberal Arts and Sciences, General Studies and Humanities, 3.0
FINRA March 2014 - Present
ING Financial Markets, LLC 1994 - 2010
NatWest 1985 - 1994
New York Life Insurance Company 1982 - 1985
Skills
Equities, Trading, Securities, Options, ABS, Financial Markets, Fixed Income, Middle Office, Financial Services, Settlement, Investment Banking, Banking, Trading Systems, Back Office, Portfolio Management, Capital Markets, Bonds, Derivatives, Hedge Funds
Education
Pace University 1979 — 1982
Bachelor's degree, Business Administration and Management, General
Brooklyn College 1977 — 1979
Liberal Arts and Sciences, General Studies and Humanities, 3.0
Steve Pentin Steve Pentin's NatWest Experience June 1996 - October 1998
Job Director Consulting at CGI
Industry Computer Software
Experience
CGI April 2015 - Present
FINCAD April 2013 - April 2015
Sonora Product Consulting August 2009 - March 2013
Distrix Networks Inc (formerly Spark Integration Technologies Inc) November 2009 - February 2013
Asset Control April 2007 - August 2009
TAP Solutions Inc October 2005 - April 2007
Fincentric 2001 - 2005
Euronext.liffe January 1999 - August 2000
PA Consulting October 1998 - January 1999
NatWest June 1996 - October 1998
Skills
Product Management, Product Marketing, Software Project..., Marketing Strategy, SaaS, M2M, Strategic Partnerships, Customer Experience, Big Data, CRM, PaaS, Integration, Agile Methodologies, Scrum, Pricing Strategy, Start-ups, Data Warehousing, Software Development, Business Analysis, Databases, Requirements Analysis, Strategy, Testing, Product Development, Business Strategy, Agile Project Management, Analysis, Management, Cloud Computing, Leadership, Enterprise Software, Analytics
Education
Kingston University 1979 — 1980
BSc
CGI April 2015 - Present
FINCAD April 2013 - April 2015
Sonora Product Consulting August 2009 - March 2013
Distrix Networks Inc (formerly Spark Integration Technologies Inc) November 2009 - February 2013
Asset Control April 2007 - August 2009
TAP Solutions Inc October 2005 - April 2007
Fincentric 2001 - 2005
Euronext.liffe January 1999 - August 2000
PA Consulting October 1998 - January 1999
NatWest June 1996 - October 1998
Skills
Product Management, Product Marketing, Software Project..., Marketing Strategy, SaaS, M2M, Strategic Partnerships, Customer Experience, Big Data, CRM, PaaS, Integration, Agile Methodologies, Scrum, Pricing Strategy, Start-ups, Data Warehousing, Software Development, Business Analysis, Databases, Requirements Analysis, Strategy, Testing, Product Development, Business Strategy, Agile Project Management, Analysis, Management, Cloud Computing, Leadership, Enterprise Software, Analytics
Education
Kingston University 1979 — 1980
BSc
Joseph Barbuto MBA Joseph Barbuto MBA's NatWest Experience July 1995 - October 1996
Job Business Consultant & Online Marketing
Industry Information Technology and Services
Experience
Joseph Barbuto May 2014 - Present
NextWave Solutions January 1999 - Present
MedPro Solutions Inc. January 1999 - Present
Briarcliffe College January 2006 - October 2013
Advanced Digital Internet July 1998 - January 1999
Scientific American April 1997 - July 1998
Citibank Consultant October 1996 - April 1997
NatWest July 1995 - October 1996
Neometrics 1992 - July 1995
Struthers Electronics 1991 - 1992
Skills
Management, Practice Management, Strategic Planning, Leadership, Business Planning, Project Management, Healthcare Information..., Analysis, Networking, Healthcare, Sales, Web Design, Business Analysis, Team Building, Consulting, Entrepreneurship, Leadership Development, Business Strategy, Healthcare Management, Small Business, EHR, Accreditation, E-commerce, Web Development, HIPAA, EMR, Staff Development, Public Relations, Speech Recognition, Cloud Computing, Business Management, Dragon Naturally..., Information Security..., Professors
Education
New York Institute of Technology-Old Westbury 2003 — 2005
Master's degree, Business Administration and Management, General
SUNY Empire State College 1992 — 1994
Bachelor of Science (BS), Computer Science
State University of New York Empire State College 1992 — 1994
Associate's degree, Business Management and Economics
Joseph Barbuto May 2014 - Present
NextWave Solutions January 1999 - Present
MedPro Solutions Inc. January 1999 - Present
Briarcliffe College January 2006 - October 2013
Advanced Digital Internet July 1998 - January 1999
Scientific American April 1997 - July 1998
Citibank Consultant October 1996 - April 1997
NatWest July 1995 - October 1996
Neometrics 1992 - July 1995
Struthers Electronics 1991 - 1992
Skills
Management, Practice Management, Strategic Planning, Leadership, Business Planning, Project Management, Healthcare Information..., Analysis, Networking, Healthcare, Sales, Web Design, Business Analysis, Team Building, Consulting, Entrepreneurship, Leadership Development, Business Strategy, Healthcare Management, Small Business, EHR, Accreditation, E-commerce, Web Development, HIPAA, EMR, Staff Development, Public Relations, Speech Recognition, Cloud Computing, Business Management, Dragon Naturally..., Information Security..., Professors
Education
New York Institute of Technology-Old Westbury 2003 — 2005
Master's degree, Business Administration and Management, General
SUNY Empire State College 1992 — 1994
Bachelor of Science (BS), Computer Science
State University of New York Empire State College 1992 — 1994
Associate's degree, Business Management and Economics
Beatrix Berak Beatrix Berak's NatWest Experience October 2006 - August 2008
Job Experienced Accounts Assistant
Industry Mechanical or Industrial Engineering
Experience
British Columbia Association of Optometrists December 2013 - 2014
Westport Innovations June 2012 - October 2013
ALS Laboratory Group February 2012 - June 2012
De Vere Group November 2008 - December 2011
NatWest October 2006 - August 2008
Anne Boleyn Hotel September 2005 - October 2006
Skills
Accounts Receivable, Accounting, Teamwork, Accounts Payable, Account Reconciliation, System Administration, Management, Sage, Accruals, JDE, Excel, Visa Statement..., Month End Reports, Simply Accounting, Administration, Navision, Coda, Word, Outlook, CASHBOOK REPORTS, DEBIT BALANCE REPORTS, Account Management
Education
CPA Canada 2013 — 2014
Chartered Professional Accountant Designation
Langara College 2013 — 2013
CMA Qickstart, Financial and Management Accounting, A
Sheffield Hallam University
BSC, International Tourism Business Management
British Columbia Association of Optometrists December 2013 - 2014
Westport Innovations June 2012 - October 2013
ALS Laboratory Group February 2012 - June 2012
De Vere Group November 2008 - December 2011
NatWest October 2006 - August 2008
Anne Boleyn Hotel September 2005 - October 2006
Skills
Accounts Receivable, Accounting, Teamwork, Accounts Payable, Account Reconciliation, System Administration, Management, Sage, Accruals, JDE, Excel, Visa Statement..., Month End Reports, Simply Accounting, Administration, Navision, Coda, Word, Outlook, CASHBOOK REPORTS, DEBIT BALANCE REPORTS, Account Management
Education
CPA Canada 2013 — 2014
Chartered Professional Accountant Designation
Langara College 2013 — 2013
CMA Qickstart, Financial and Management Accounting, A
Sheffield Hallam University
BSC, International Tourism Business Management
Gary P. Tenner, CFA Gary P. Tenner, CFA's NatWest Experience 1993 - 1996
Job Vice President, Senior Research Analyst at D.A. Davidson & Co.
Industry Capital Markets
Experience
D.A. Davidson & Co. October 2010 - Present
Tenner Investment Research, LLC March 2009 - September 2010
SunTrust Robinson Humphrey January 2000 - April 2008
Lyon Credit Corporation 1997 - 1999
NatWest 1993 - 1996
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 1997
MBA, Finance
University at Buffalo 1989 — 1993
BA, Geography
Abraham Lincoln High School 1985 — 1989
D.A. Davidson & Co. October 2010 - Present
Tenner Investment Research, LLC March 2009 - September 2010
SunTrust Robinson Humphrey January 2000 - April 2008
Lyon Credit Corporation 1997 - 1999
NatWest 1993 - 1996
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 1997
MBA, Finance
University at Buffalo 1989 — 1993
BA, Geography
Abraham Lincoln High School 1985 — 1989
Peter Hoffman's NatWest Experience July 1986 - August 1994
Job Senior Capital Transaction Manager at Lend Lease Americas, Inc.
Industry Real Estate
Experience
Lendlease February 2010 - Present
Ambac Assurance Corporation April 2005 - February 2010
BNY Capital Markets, Inc. November 2004 - April 2005
Moody's Investors Service August 1994 - November 2004
NatWest July 1986 - August 1994
Skills
Capital Markets, Financial Analysis, Investment Banking, Financial Structuring, Asset Managment, Structured Finance, Portfolio Management, Fixed Income, Bonds, Financial Modeling, Due Diligence, Investments, Valuation, Public Finance, Risk Management, Asset Management, Project Finance, Credit Analysis, Mergers & Acquisitions, Corporate Finance, Finance, Loans, Financial Risk, Credit Risk, Securities, Equities, Credit, Derivatives, Banking, Restructuring, Real Estate Development, Real Estate Economics, Management, Real Estate, Commercial Real Estate, Mortgage Lending, Underwriting
Education
Georgetown University
BA, Government, International Relations, Economics, Magna Cum Laude
Fordham University
MBA, Management Information Systems
Lendlease February 2010 - Present
Ambac Assurance Corporation April 2005 - February 2010
BNY Capital Markets, Inc. November 2004 - April 2005
Moody's Investors Service August 1994 - November 2004
NatWest July 1986 - August 1994
Skills
Capital Markets, Financial Analysis, Investment Banking, Financial Structuring, Asset Managment, Structured Finance, Portfolio Management, Fixed Income, Bonds, Financial Modeling, Due Diligence, Investments, Valuation, Public Finance, Risk Management, Asset Management, Project Finance, Credit Analysis, Mergers & Acquisitions, Corporate Finance, Finance, Loans, Financial Risk, Credit Risk, Securities, Equities, Credit, Derivatives, Banking, Restructuring, Real Estate Development, Real Estate Economics, Management, Real Estate, Commercial Real Estate, Mortgage Lending, Underwriting
Education
Georgetown University
BA, Government, International Relations, Economics, Magna Cum Laude
Fordham University
MBA, Management Information Systems
Prabhu Palani, CFA's NatWest Experience 1993 - 1996
Job
Industry Investment Management
Experience
Tano Capital 2013 - 2014
Red Span Asset Management 2010 - 2012
Mellon Capital 2007 - 2010
Franklin Templeton 2000 - 2007
Barclays Global Investors 1996 - 2000
NatWest 1993 - 1996
Skills
Hedge Funds, Equities, Asset Management, Alternative Investments, Asset Allocation, Fixed Income, Bloomberg, Investment Strategies, Investment Management, Derivatives, Portfolio Management, Investments, ETFs, Equity Research, Mutual Funds, Capital Markets, Securities, Risk Management
Education
Stanford University
Master’s Degree
University of Delaware
MS
University of Madras
Tano Capital 2013 - 2014
Red Span Asset Management 2010 - 2012
Mellon Capital 2007 - 2010
Franklin Templeton 2000 - 2007
Barclays Global Investors 1996 - 2000
NatWest 1993 - 1996
Skills
Hedge Funds, Equities, Asset Management, Alternative Investments, Asset Allocation, Fixed Income, Bloomberg, Investment Strategies, Investment Management, Derivatives, Portfolio Management, Investments, ETFs, Equity Research, Mutual Funds, Capital Markets, Securities, Risk Management
Education
Stanford University
Master’s Degree
University of Delaware
MS
University of Madras
Tim Claxton's NatWest Experience September 1987 - June 1990
Job
Industry Online Media
Experience
Claxton Consulting Services, LLC June 2014 - Present
Dominion Enterprises January 2013 - May 2014
Dominion Enterprises July 2011 - December 2012
The Walt Disney Company October 2008 - June 2011
Getty Images November 2002 - October 2008
Aventail 1999 - 2002
IBM September 1994 - November 1999
Globe & Mail 1993 - 1993
NatWest September 1987 - June 1990
Skills
Web Video, Mobile Devices, Product Management, Product Marketing, Strategic Partnerships, SaaS, E-commerce, Product Development, Video, Cross-functional Team..., Management, Digital Marketing, User Experience, Mobile Applications, New Media, Online Advertising, Marketing, Marketing Strategy, Digital Media, Leadership, Business Development, Strategy, Strategic Planning
Education
The University of Wolverhampton 1991 — 1994
Bsc
King James College Henley 1985 — 1987
Claxton Consulting Services, LLC June 2014 - Present
Dominion Enterprises January 2013 - May 2014
Dominion Enterprises July 2011 - December 2012
The Walt Disney Company October 2008 - June 2011
Getty Images November 2002 - October 2008
Aventail 1999 - 2002
IBM September 1994 - November 1999
Globe & Mail 1993 - 1993
NatWest September 1987 - June 1990
Skills
Web Video, Mobile Devices, Product Management, Product Marketing, Strategic Partnerships, SaaS, E-commerce, Product Development, Video, Cross-functional Team..., Management, Digital Marketing, User Experience, Mobile Applications, New Media, Online Advertising, Marketing, Marketing Strategy, Digital Media, Leadership, Business Development, Strategy, Strategic Planning
Education
The University of Wolverhampton 1991 — 1994
Bsc
King James College Henley 1985 — 1987
Dan Calabrese's NatWest Experience June 1993 - August 1994
Job Executive Director at EY
Industry Financial Services
Experience
EY September 2015 - Present
IBM Global Business Services July 2010 - August 2015
IBM Global Business Services October 2002 - June 2010
PricewaterhouseCoopers June 1997 - September 2002
AIG September 1994 - June 1997
NatWest June 1993 - August 1994
Skills
Business Analysis, Business Intelligence, Business Process, Business Process..., Business Transformation, Consulting, Finance, IT Strategy, Management, Management Consulting, SDLC, Strategy, Project Management, Program Management, Process Improvement, Outsourcing, Enterprise Architecture
Education
Binghamton University - School of Management 1991 — 1994
Bachelor of Science (BS), Business Administration and Management, General
EY September 2015 - Present
IBM Global Business Services July 2010 - August 2015
IBM Global Business Services October 2002 - June 2010
PricewaterhouseCoopers June 1997 - September 2002
AIG September 1994 - June 1997
NatWest June 1993 - August 1994
Skills
Business Analysis, Business Intelligence, Business Process, Business Process..., Business Transformation, Consulting, Finance, IT Strategy, Management, Management Consulting, SDLC, Strategy, Project Management, Program Management, Process Improvement, Outsourcing, Enterprise Architecture
Education
Binghamton University - School of Management 1991 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Jim O'Donnell's NatWest Experience 1990 - 1993
Job Head of Military & Veteran Recruiting at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2013 - Present
JP Morgan Chase January 2011 - June 2013
JPMorgan Chase January 2009 - January 2011
JPMorgan Chase October 2005 - January 2009
JPMorganChase February 2001 - October 2005
Chase January 1999 - February 2001
NatWest 1990 - 1993
Skills
Recruiting, Human Resources, Leadership, Strategy, HRIS, Sourcing, Training, Onboarding, CRM, Process Improvement, Executive Search, Personnel Management, Temporary Placement, Management, Strategic Planning
Education
Adelphi University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
JPMorgan Chase June 2013 - Present
JP Morgan Chase January 2011 - June 2013
JPMorgan Chase January 2009 - January 2011
JPMorgan Chase October 2005 - January 2009
JPMorganChase February 2001 - October 2005
Chase January 1999 - February 2001
NatWest 1990 - 1993
Skills
Recruiting, Human Resources, Leadership, Strategy, HRIS, Sourcing, Training, Onboarding, CRM, Process Improvement, Executive Search, Personnel Management, Temporary Placement, Management, Strategic Planning
Education
Adelphi University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Summerna Khan's NatWest Experience 1998 - 2000
Job Property Manager
Industry Real Estate
Experience
RIWF & JSRH July 2014 - Present
Morgan Stanley 2008 - 2009
OppenheimerFunds 2005 - 2007
CMG 2001 - 2001
NatWest 1998 - 2000
Education
Queen Mary University of London
RIWF & JSRH July 2014 - Present
Morgan Stanley 2008 - 2009
OppenheimerFunds 2005 - 2007
CMG 2001 - 2001
NatWest 1998 - 2000
Education
Queen Mary University of London
E. M. Canton's NatWest Experience 1989 - 1996
Job VP at Commercial Banking
Industry Banking
Experience
Commercial Banking VPfleet bank1996 - 1998
Fleet Bank / NatWest USA 1989 - 1998
NatWest Bank 1989 - 1998
national westminster bank 1989 - 1996
NatWest 1989 - 1996
Education
Skidmore College 1976 — 1980
ba, English
Commercial Banking VPfleet bank1996 - 1998
Fleet Bank / NatWest USA 1989 - 1998
NatWest Bank 1989 - 1998
national westminster bank 1989 - 1996
NatWest 1989 - 1996
Education
Skidmore College 1976 — 1980
ba, English
Dodge Bingham's NatWest Experience 1987 - 1991
Job Managing Director, CoFounder Sequencia Technologies, Inc.
Industry Information Technology and Services
Experience
Sequencia Technologies 2011 - Present
Palladium Group 2006 - 2011
Thomson Corporation 1998 - 2006
Sentry Consulting Group - a Safeguard Scientifics company 1997 - 1998
Tenex Consulting 1995 - 1997
Roche May 1994 - August 1994
Bank Hapoalim 1991 - 1992
NatWest 1987 - 1991
Buhler 1986 - 1987
Skills
Business Strategy, Analytics, Management Consulting, Business Intelligence, Business Development, Cross-functional Team..., Business Process..., Mergers, Competitive Analysis, Start-ups, Program Management, Process Improvement, CRM, Change Management, Project Management, Vendor Management, IT Strategy, Mergers & Acquisitions, Business Transformation, Leadership, Business Planning, Marketing Strategy, Enterprise Software, Go-to-market Strategy, Executive Management, Strategic Partnerships, Entrepreneurship, Strategy, Management, Strategic Planning, Consulting
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1994
MBA, Finance, Strategy
Denison University 1982 — 1986
BA, Spanish Language and Literature
Universidad de San Luis 1984 — 1985
Kent School 1980 — 1982
Sequencia Technologies 2011 - Present
Palladium Group 2006 - 2011
Thomson Corporation 1998 - 2006
Sentry Consulting Group - a Safeguard Scientifics company 1997 - 1998
Tenex Consulting 1995 - 1997
Roche May 1994 - August 1994
Bank Hapoalim 1991 - 1992
NatWest 1987 - 1991
Buhler 1986 - 1987
Skills
Business Strategy, Analytics, Management Consulting, Business Intelligence, Business Development, Cross-functional Team..., Business Process..., Mergers, Competitive Analysis, Start-ups, Program Management, Process Improvement, CRM, Change Management, Project Management, Vendor Management, IT Strategy, Mergers & Acquisitions, Business Transformation, Leadership, Business Planning, Marketing Strategy, Enterprise Software, Go-to-market Strategy, Executive Management, Strategic Partnerships, Entrepreneurship, Strategy, Management, Strategic Planning, Consulting
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1994
MBA, Finance, Strategy
Denison University 1982 — 1986
BA, Spanish Language and Literature
Universidad de San Luis 1984 — 1985
Kent School 1980 — 1982
Suzanne Brennan's NatWest Experience 1995 - 1996
Job Chief Operating OfficerAsset Allocation Division at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
Fidelity Investments December 2010 - April 2011
Fidelity Investments January 2009 - December 2010
Fidelity Investments January 2006 - June 2009
State Street 2002 - 2003
State Street 1997 - 2002
State Street 1996 - 1997
NatWest 1995 - 1996
PanAgora Asset Management 1990 - 1995
PanAgora Asset Management 1989 - 1990
Skills
Financial Modeling, Strategic Financial..., Management, Financial Analysis, Investments, Finance, Asset Management, Asset Allocation
Education
Boston College 1980 — 1984
Bachelor of Science (B.S.), Accounting and Finance
RBRHS 1976 — 1980
Fidelity Investments April 2011 - Present
Fidelity Investments December 2010 - April 2011
Fidelity Investments January 2009 - December 2010
Fidelity Investments January 2006 - June 2009
State Street 2002 - 2003
State Street 1997 - 2002
State Street 1996 - 1997
NatWest 1995 - 1996
PanAgora Asset Management 1990 - 1995
PanAgora Asset Management 1989 - 1990
Skills
Financial Modeling, Strategic Financial..., Management, Financial Analysis, Investments, Finance, Asset Management, Asset Allocation
Education
Boston College 1980 — 1984
Bachelor of Science (B.S.), Accounting and Finance
RBRHS 1976 — 1980
Brahna Singer's NatWest Experience 1994 - 1996
Job REGIONAL INVESTMENT DIRECTOR at CFS INVESTMENTS, Inc.
Industry Financial Services
Experience
CFS Investments, Inc. June 2015 - Present
CFS Investments, Inc. June 2015 - Present
STERLING NATIONAL BANK NEW YORK June 2012 - May 2015
AmTrust Bank June 2009 - June 2012
FINANCIAL PARTNERS NETWORK,LLC May 2008 - June 2009
POPULAR INVESTMENTS @ BANCO POPULAR,NA April 2002 - May 2008
EAB 1997 - 2001
Fleet Financial Services January 1996 - July 1997
NatWest 1994 - 1996
Skills
New Business Development, Mutual Funds, Equities, Insurance, Retirement, Fixed Annuities, Finance, Investments, Retirement Planning, Wealth Management, Portfolio Management, Recruiting, Start-ups, Commercial Lending, Investment Advisory, Strategic Financial..., Relationship Management, Mortgage Lending, Banking, Credit Analysis, Financial Advisory, Sales Management, Credit, Estate Planning, Customer Service, Financial Services, Coaching, Risk Management, Call Centers, Securities, Loans, Asset Management, Small Business Lending, Retail Banking, Underwriting, Series 63, Series 7, Strategic Planning, Commercial Banking, Business Development, Financial Analysis, Consumer Lending, Life Insurance, Cross Selling, FINRA, Fixed Income, Sales, Series 6, Asset Allocation, Executive Management
Education
LIU Brooklyn 1971 — 1973
BS
CFS Investments, Inc. June 2015 - Present
CFS Investments, Inc. June 2015 - Present
STERLING NATIONAL BANK NEW YORK June 2012 - May 2015
AmTrust Bank June 2009 - June 2012
FINANCIAL PARTNERS NETWORK,LLC May 2008 - June 2009
POPULAR INVESTMENTS @ BANCO POPULAR,NA April 2002 - May 2008
EAB 1997 - 2001
Fleet Financial Services January 1996 - July 1997
NatWest 1994 - 1996
Skills
New Business Development, Mutual Funds, Equities, Insurance, Retirement, Fixed Annuities, Finance, Investments, Retirement Planning, Wealth Management, Portfolio Management, Recruiting, Start-ups, Commercial Lending, Investment Advisory, Strategic Financial..., Relationship Management, Mortgage Lending, Banking, Credit Analysis, Financial Advisory, Sales Management, Credit, Estate Planning, Customer Service, Financial Services, Coaching, Risk Management, Call Centers, Securities, Loans, Asset Management, Small Business Lending, Retail Banking, Underwriting, Series 63, Series 7, Strategic Planning, Commercial Banking, Business Development, Financial Analysis, Consumer Lending, Life Insurance, Cross Selling, FINRA, Fixed Income, Sales, Series 6, Asset Allocation, Executive Management
Education
LIU Brooklyn 1971 — 1973
BS
Chris Hollamby's NatWest Experience 1983 - 1999
Job CEO at TRG iSKY
Industry Outsourcing/Offshoring
Experience
TRG iSKY CEOiSky2006 - Present
SITEL UK January 2003 - June 2004
Ivenue.com 2000 - 2001
Natwest 1983 - 1999
Education
The University of Manchester 1998 — 1999
TRG iSKY CEOiSky2006 - Present
SITEL UK January 2003 - June 2004
Ivenue.com 2000 - 2001
Natwest 1983 - 1999
Education
The University of Manchester 1998 — 1999
Denise DeGregorio, PMP's NatWest Experience October 1991 - September 1996
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi August 2015 - Present
Citi March 2012 - August 2015
Citi October 2008 - March 2012
Citi May 2007 - October 2008
Citi August 2002 - April 2007
Summit Bancshares Inc. February 1999 - February 2002
Uko Associates Inc September 1998 - February 1999
MasterCard September 1996 - January 1997
NatWest October 1991 - September 1996
NatWest July 1990 - October 1991
Skills
Program Management, PMP, SDLC, PMO, Project Management, Process Improvement, IT Strategy, Mergers, Vendor Management, Business Analysis, Project Portfolio..., Integration, Business Process..., Team Building, Offshoring, Strategy, CRM, Business Process..., Outsourcing, Requirements Gathering, Business Requirements, Process Engineering, Risk Management, Software Project..., Business Process, Cross-functional Team..., IT Management, Change Management, Business Transformation, Relationship Management, Management, Stakeholder Management, Management Consulting, Consulting, ITIL, Agile Project Management, Enterprise Architecture, Banking, Business Intelligence, Project Delivery, Product Management, Financial Risk, Project Planning, Information Technology, Financial Services, Resource Management, Analytics, Requirements Analysis, Visio, Mergers & Acquisitions
Education
Siena College 1983 — 1989
Marketing and Management
Citi August 2015 - Present
Citi March 2012 - August 2015
Citi October 2008 - March 2012
Citi May 2007 - October 2008
Citi August 2002 - April 2007
Summit Bancshares Inc. February 1999 - February 2002
Uko Associates Inc September 1998 - February 1999
MasterCard September 1996 - January 1997
NatWest October 1991 - September 1996
NatWest July 1990 - October 1991
Skills
Program Management, PMP, SDLC, PMO, Project Management, Process Improvement, IT Strategy, Mergers, Vendor Management, Business Analysis, Project Portfolio..., Integration, Business Process..., Team Building, Offshoring, Strategy, CRM, Business Process..., Outsourcing, Requirements Gathering, Business Requirements, Process Engineering, Risk Management, Software Project..., Business Process, Cross-functional Team..., IT Management, Change Management, Business Transformation, Relationship Management, Management, Stakeholder Management, Management Consulting, Consulting, ITIL, Agile Project Management, Enterprise Architecture, Banking, Business Intelligence, Project Delivery, Product Management, Financial Risk, Project Planning, Information Technology, Financial Services, Resource Management, Analytics, Requirements Analysis, Visio, Mergers & Acquisitions
Education
Siena College 1983 — 1989
Marketing and Management
Brett Roth, CFA's NatWest Experience 1994 - 1996
Job Senior Vice President, Portfolio Manager at Anworth Mortgage
Industry Investment Management
Experience
Anworth Mortgage August 2014 - Present
Trust Company of the West (TCW) May 2007 - April 2014
Consultant - Fundamental Capital Markets 2006 - 2007
MFA Mortgage Investements Inc. October 2004 - December 2005
Geenpoint Financial 1999 - 2004
Bridge Financial Services 1998 - 1999
Descap Securities 1997 - 1998
NatWest 1994 - 1996
BankSouth 1992 - 1994
Skills
Mortgage Lending, Fixed Income, Asset Managment, Portfolio Management, Financial Modeling, Bloomberg, Securitization, Equities, Capital Markets, Financial Analysis, Alternative Investments, Loans, Valuation, Structured Finance, Hedge Funds, Risk Management, Asset Management, Private Equity, Investments, Bonds, Securities, Series 7, Financial Structuring, Derivatives, MBS, Investment Banking, Due Diligence, Credit, Trading
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA, Finance
Emory University 1982 — 1986
BBA, Accounting
Anworth Mortgage August 2014 - Present
Trust Company of the West (TCW) May 2007 - April 2014
Consultant - Fundamental Capital Markets 2006 - 2007
MFA Mortgage Investements Inc. October 2004 - December 2005
Geenpoint Financial 1999 - 2004
Bridge Financial Services 1998 - 1999
Descap Securities 1997 - 1998
NatWest 1994 - 1996
BankSouth 1992 - 1994
Skills
Mortgage Lending, Fixed Income, Asset Managment, Portfolio Management, Financial Modeling, Bloomberg, Securitization, Equities, Capital Markets, Financial Analysis, Alternative Investments, Loans, Valuation, Structured Finance, Hedge Funds, Risk Management, Asset Management, Private Equity, Investments, Bonds, Securities, Series 7, Financial Structuring, Derivatives, MBS, Investment Banking, Due Diligence, Credit, Trading
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA, Finance
Emory University 1982 — 1986
BBA, Accounting
Dhaval Thaker's NatWest Experience May 1998 - April 1999
Job Technical Manager (Software OSS Development)
Industry Telecommunications
Experience
Verizon Data Services February 2003 - Present
Verizon Data Services February 2003 - February 2011
Lucent Technologies June 2001 - November 2002
Tata Infotech August 1997 - June 1999
Natwest May 1998 - April 1999
Skills
Software Design..., Data modelling using..., Telecom Network Design, DevOps Implementation, SOA, Requirements Analysis, Software Project..., Unix, Agile Methodologies, Solution Architecture, SDLC, Telecommunications, Java Enterprise Edition, Linux, Enterprise Architecture, Software Development, Integration
Education
North Carolina State University 1999 — 2001
National Institute of Technology Surat 1992 — 1996
BE, Electronics
SVNIT 1992 — 1996
BE, Eleectronics
Verizon Data Services February 2003 - Present
Verizon Data Services February 2003 - February 2011
Lucent Technologies June 2001 - November 2002
Tata Infotech August 1997 - June 1999
Natwest May 1998 - April 1999
Skills
Software Design..., Data modelling using..., Telecom Network Design, DevOps Implementation, SOA, Requirements Analysis, Software Project..., Unix, Agile Methodologies, Solution Architecture, SDLC, Telecommunications, Java Enterprise Edition, Linux, Enterprise Architecture, Software Development, Integration
Education
North Carolina State University 1999 — 2001
National Institute of Technology Surat 1992 — 1996
BE, Electronics
SVNIT 1992 — 1996
BE, Eleectronics
Ed Lavelle,'s NatWest Experience 1989 - 1994
Job Head of eCommerce Sales, America's, at Crédit Agricole CIB
Industry Banking
Experience
Crédit Agricole CIB August 2014 - Present
RBC March 2013 - July 2014
UBS Investment Bank April 2010 - November 2012
DB 2004 - 2010
Deutsche Bank 2004 - 2010
RBS Greenwich Capital 2001 - 2004
Prudential Securities 1994 - 1999
NatWest 1989 - 1994
Skills
Capital Markets, Trading, Bloomberg, Bonds, Derivatives, E-commerce, Electronic Trading, Fixed Income, Portfolio Management, Rates, Sales, Alternative Investments, Financial Markets, Options, Structured Products, Investment Banking, Investments, Hedge Funds, Trading Systems, Treasury
Education
Siena College 1978 — 1984
B.A., Sociology
Crédit Agricole CIB August 2014 - Present
RBC March 2013 - July 2014
UBS Investment Bank April 2010 - November 2012
DB 2004 - 2010
Deutsche Bank 2004 - 2010
RBS Greenwich Capital 2001 - 2004
Prudential Securities 1994 - 1999
NatWest 1989 - 1994
Skills
Capital Markets, Trading, Bloomberg, Bonds, Derivatives, E-commerce, Electronic Trading, Fixed Income, Portfolio Management, Rates, Sales, Alternative Investments, Financial Markets, Options, Structured Products, Investment Banking, Investments, Hedge Funds, Trading Systems, Treasury
Education
Siena College 1978 — 1984
B.A., Sociology
Dan Heldridge's NatWest Experience 1986 - 1988
Job Low Income Investment Fund
Industry Financial Services
Experience
Low Income Investment Fund May 2015 - Present
Morgan Stanley June 2000 - May 2015
KPMG Barents Group 1994 - 2000
Microfinance Organizations 1992 - 1994
Citibank 1988 - 1992
NatWest 1986 - 1988
Union Bank (Bank of California) 1979 - 1986
Education
Columbia University in the City of New York
Postgraduate studies in MS program, Sustainability Management
San Francisco State University
BA - English
The University of Hull
MBA
Low Income Investment Fund May 2015 - Present
Morgan Stanley June 2000 - May 2015
KPMG Barents Group 1994 - 2000
Microfinance Organizations 1992 - 1994
Citibank 1988 - 1992
NatWest 1986 - 1988
Union Bank (Bank of California) 1979 - 1986
Education
Columbia University in the City of New York
Postgraduate studies in MS program, Sustainability Management
San Francisco State University
BA - English
The University of Hull
MBA
Isabella Masters's NatWest Experience 1985 - 2001
Job AVP Retail Programs Manager Metro New York at Commerce Bank
Industry Banking
Experience
Commerce Bank Bank @ Work and Branch BankingFleet Bank1985 - 2001
NatWest 1985 - 2001
Roosevelt Savings Bank 1983 - 1985
Roosevelt Savings Bank 1983 - 1985
Education
Nassau Community College 1974 — 1976
Commerce Bank Bank @ Work and Branch BankingFleet Bank1985 - 2001
NatWest 1985 - 2001
Roosevelt Savings Bank 1983 - 1985
Roosevelt Savings Bank 1983 - 1985
Education
Nassau Community College 1974 — 1976
Bess Aniag-Protacio's NatWest Experience 1994 - 1995
Job Director, Enterprise Systems at Adecco
Industry Staffing and Recruiting
Experience
Adecco August 1997 - Present
Adecco 1997 - Present
Long Island Lighting Company (now Keyspan) August 1996 - July 1997
City University of New York 1995 - 1996
Natwest 1994 - 1995
American Institute of Physics 1987 - 1992
National Foods (Formerly Hebrew National) 1982 - 1987
Dataprep Philippines 1977 - 1981
Education
University of Santo Tomas 1972 — 1977
B.S. Electronics & Communications Engineering
Immaculate Academy 1968 — 1972
HS
Adecco August 1997 - Present
Adecco 1997 - Present
Long Island Lighting Company (now Keyspan) August 1996 - July 1997
City University of New York 1995 - 1996
Natwest 1994 - 1995
American Institute of Physics 1987 - 1992
National Foods (Formerly Hebrew National) 1982 - 1987
Dataprep Philippines 1977 - 1981
Education
University of Santo Tomas 1972 — 1977
B.S. Electronics & Communications Engineering
Immaculate Academy 1968 — 1972
HS
Tom Marchitto's NatWest Experience 1971 - 1992
Job IT Application Manager
Industry Financial Services
Experience
National Westminster Bank 1971 - 2003
NatWest Bank 1971 - 1993
natwest 1971 - 1992
natwest 1971 - 1992
Skills
SDLC, Project Portfolio..., Business Analysis, Portfolio Management, ITIL, Process Improvement, PMP, DB2, Business Intelligence, Vendor Management, Management, Banking, Visio, Software Project..., IT Service Management, Disaster Recovery, Financial Services, Change Management, Integration, Mainframe, Risk Management, Project Delivery, Requirements Analysis, PMO, Data Warehousing, Agile Methodologies, JCL, COBOL, Program Management
Education
Hofstra University 1965 — 1969
National Westminster Bank 1971 - 2003
NatWest Bank 1971 - 1993
natwest 1971 - 1992
natwest 1971 - 1992
Skills
SDLC, Project Portfolio..., Business Analysis, Portfolio Management, ITIL, Process Improvement, PMP, DB2, Business Intelligence, Vendor Management, Management, Banking, Visio, Software Project..., IT Service Management, Disaster Recovery, Financial Services, Change Management, Integration, Mainframe, Risk Management, Project Delivery, Requirements Analysis, PMO, Data Warehousing, Agile Methodologies, JCL, COBOL, Program Management
Education
Hofstra University 1965 — 1969
C. Fred Jackson's NatWest Experience 1981 - 1991
Job Banking and Mortgage Risk Consultant, Open to Board of Directors Appointment at a Financial Institution
Industry Banking
Experience
Independent Contractor July 2011 - Present
Citi 2004 - 2008
CityMutual Financial 2003 - 2004
Allstate Financial Corporation 1998 - 2002
Jayhawk Acceptance Corporation 1996 - 1997
The Money Store 1991 - 1996
NatWest 1981 - 1991
Skills
Credit Risk, Counterparty Risk, Forensic Underwriting, Bank Secrecy..., Loan Workout, Loss Mitigation, Basel Rules, Warehouse Lending, Treasury Management, Mortgage Lending, Financial Risk, Loans, Banking, Mortgage Banking, Portfolio Management, Credit, Underwriting, Commercial Lending, Loan Origination, Finance, Lines Of Credit, Residential Mortgages, Capital Markets, Investment Banking, Financial Institutions, Credit Analysis, Asset Based Lending, Corporate Finance, Small Business Lending, Commercial Banking, Structured Finance, Loan Servicing, Financial Services, Risk Management, Operational Risk, Financial Structuring, Operational Risk..., Mortgage Underwriting, Restructuring, Securitization, Funding
Education
Penn State University
BA, Economics
Independent Contractor July 2011 - Present
Citi 2004 - 2008
CityMutual Financial 2003 - 2004
Allstate Financial Corporation 1998 - 2002
Jayhawk Acceptance Corporation 1996 - 1997
The Money Store 1991 - 1996
NatWest 1981 - 1991
Skills
Credit Risk, Counterparty Risk, Forensic Underwriting, Bank Secrecy..., Loan Workout, Loss Mitigation, Basel Rules, Warehouse Lending, Treasury Management, Mortgage Lending, Financial Risk, Loans, Banking, Mortgage Banking, Portfolio Management, Credit, Underwriting, Commercial Lending, Loan Origination, Finance, Lines Of Credit, Residential Mortgages, Capital Markets, Investment Banking, Financial Institutions, Credit Analysis, Asset Based Lending, Corporate Finance, Small Business Lending, Commercial Banking, Structured Finance, Loan Servicing, Financial Services, Risk Management, Operational Risk, Financial Structuring, Operational Risk..., Mortgage Underwriting, Restructuring, Securitization, Funding
Education
Penn State University
BA, Economics
Jake Chazan's NatWest Experience January 1991 - December 1992
Job JD Chazan CPA,CA
Industry Accounting
Experience
National Taiwan University September 2013 - February 2015
National Taiwan University 2013 - 2015
National Taiwan University 2013 - 2015
CIBC World Markets May 1997 - September 2003
JPMorgan (Chemical Bank) 1995 - 1997
NatWest January 1991 - December 1992
First City Trust 1990 - 1991
Bank of Nova scotia 1987 - 1990
Citibank Canada 1984 - 1986
Coppers & Lybrand 1981 - 1984
Skills
Strategic Planning, Strategic Partnerships, Change Management, Executive Coaching, Corporate Finance, Derivatives, College Teaching, Accounting under IFRS, Teaching Adults
Education
Institute of Chartered Accountants of Manitoba 1973 — 1978
CA, Accounting
University of Manitoba 1969 — 1973
BA Honours, Economics
The University of Edinburgh 1971 — 1972
BA of Arts (Honors) as part of my University of Manitoba studies, Economics
National Taiwan University September 2013 - February 2015
National Taiwan University 2013 - 2015
National Taiwan University 2013 - 2015
CIBC World Markets May 1997 - September 2003
JPMorgan (Chemical Bank) 1995 - 1997
NatWest January 1991 - December 1992
First City Trust 1990 - 1991
Bank of Nova scotia 1987 - 1990
Citibank Canada 1984 - 1986
Coppers & Lybrand 1981 - 1984
Skills
Strategic Planning, Strategic Partnerships, Change Management, Executive Coaching, Corporate Finance, Derivatives, College Teaching, Accounting under IFRS, Teaching Adults
Education
Institute of Chartered Accountants of Manitoba 1973 — 1978
CA, Accounting
University of Manitoba 1969 — 1973
BA Honours, Economics
The University of Edinburgh 1971 — 1972
BA of Arts (Honors) as part of my University of Manitoba studies, Economics
Julie Chi (Lee)'s NatWest Experience 1997 - 1998
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2005 - Present
Goldman Sachs December 1999 - June 2005
Long Term Capital Management, L.P. 1998 - 2000
NatWest 1997 - 1998
Skills
Equities, Business Development, Derivatives, Change Management, Financial Risk, Fixed Income, FX Options, Prime Brokerage, Onboarding, Banking, Settlement, Hedge Funds, Portfolio Management, Capital Markets, Governance
Education
Clark University 1988 — 1992
Morgan Stanley June 2005 - Present
Goldman Sachs December 1999 - June 2005
Long Term Capital Management, L.P. 1998 - 2000
NatWest 1997 - 1998
Skills
Equities, Business Development, Derivatives, Change Management, Financial Risk, Fixed Income, FX Options, Prime Brokerage, Onboarding, Banking, Settlement, Hedge Funds, Portfolio Management, Capital Markets, Governance
Education
Clark University 1988 — 1992
Janet Milita's NatWest Experience 1985 - 1999
Job Principal
Industry Education Management
Experience
Warren Township Schools August 2011 - Present
Hope Township School District October 2007 - August 2011
Tewksbury Township BOE July 2006 - October 2007
Tewksbury Township BOE September 2001 - July 2007
NatWest 1985 - 1999
Skills
Social Media, Curriculum Development, Program Development, Public Speaking, Curriculum Design, Higher Education, Event Management, Educational Leadership, Community Outreach
Education
Seton Hall University 1983 — 1987
MBA, Marketing
King's College 1973 — 1977
BS, Marketing
Warren Township Schools August 2011 - Present
Hope Township School District October 2007 - August 2011
Tewksbury Township BOE July 2006 - October 2007
Tewksbury Township BOE September 2001 - July 2007
NatWest 1985 - 1999
Skills
Social Media, Curriculum Development, Program Development, Public Speaking, Curriculum Design, Higher Education, Event Management, Educational Leadership, Community Outreach
Education
Seton Hall University 1983 — 1987
MBA, Marketing
King's College 1973 — 1977
BS, Marketing
Timothy Looney, CPA's NatWest Experience 1995 - 1997
Job Chief Financial Officer at Stock USA Execution Services, inc
Industry Financial Services
Experience
Stock USA Execution Services, inc December 2012 - Present
Westport Resources October 2008 - September 2012
Stock USA Investment January 2007 - October 2008
ACS December 2004 - December 2006
The MONY Group 2000 - 2004
Venture Captital Firm March 1998 - February 2000
Yamaichi 1996 - 1998
Natwest 1995 - 1997
SmithBarney 1989 - 1995
American Express 1989 - 1993
Skills
Securities, Accounting, Auditing, Mutual Funds, Due Diligence
Education
Saint Joseph's University 1983 — 1987
Stock USA Execution Services, inc December 2012 - Present
Westport Resources October 2008 - September 2012
Stock USA Investment January 2007 - October 2008
ACS December 2004 - December 2006
The MONY Group 2000 - 2004
Venture Captital Firm March 1998 - February 2000
Yamaichi 1996 - 1998
Natwest 1995 - 1997
SmithBarney 1989 - 1995
American Express 1989 - 1993
Skills
Securities, Accounting, Auditing, Mutual Funds, Due Diligence
Education
Saint Joseph's University 1983 — 1987
Bob Scheid's NatWest Experience 1981 - 1998
Job Director Process and Change Delivery at Capital One
Industry Banking
Experience
Capital One October 2012 - Present
North Fork Bank October 2001 - Present
Capital One Bank October 2001 - October 2012
HSBC February 1999 - October 2001
NatWest 1981 - 1998
NatWest USA 1981 - 1998
National Westminster Bank 1981 - 1997
Skills
Banking, Process Improvement, Change Management, Commercial Banking, Account Reconciliation, Financial Services, Credit Cards, Loans, Portfolio Management, Vendor Management, Business Intelligence, Risk Management, Retail Banking, Credit, Commercial Lending, Treasury Management, Management, Financial Risk, Business Analysis
Education
New York Institute of Technology 1984 — 1986
Suffolk County Community College 1982 — 1984
AAS, Business
North Babylon Senior High Scheid
Capital One October 2012 - Present
North Fork Bank October 2001 - Present
Capital One Bank October 2001 - October 2012
HSBC February 1999 - October 2001
NatWest 1981 - 1998
NatWest USA 1981 - 1998
National Westminster Bank 1981 - 1997
Skills
Banking, Process Improvement, Change Management, Commercial Banking, Account Reconciliation, Financial Services, Credit Cards, Loans, Portfolio Management, Vendor Management, Business Intelligence, Risk Management, Retail Banking, Credit, Commercial Lending, Treasury Management, Management, Financial Risk, Business Analysis
Education
New York Institute of Technology 1984 — 1986
Suffolk County Community College 1982 — 1984
AAS, Business
North Babylon Senior High Scheid
Sal Alleluia's NatWest Experience 1990 - 1998
Job Programmer Analyst at Wipro Technologies
Industry Computer Software
Experience
Wipro Technologies February 2004 - Present
Pitney Bowes September 1998 - February 2004
NatWest 1990 - 1998
JC Penney 1980 - 1990
Skills
VB6, Microsoft SQL Server, Access, IBM Mainframe, VBA, SQL, IMS/DB/DC, DOS, Xpediter, CompTIA A+ Hardware..., Trilogy SC Pricer, Visual Basic, VBScript, IMS DB/DC, Systems Analysis, Windows, Oracle, DB2, Mainframe, COBOL, Sybase, Quality Center, SDLC, Unix Shell Scripting, JCL, Informatica, Unix, VSAM, Requirements Gathering, Teradata, Data Modeling, VB.NET, CICS, Websphere, JSP, Requirements Analysis, Databases, Data Migration, ETL, Database Design, Crystal Reports, SSIS, Data Warehousing, Java Enterprise Edition, Fileaid, Core Java
Education
City University of New York-Queens College
Biology, General /Computer Program Certificate
Wipro Technologies February 2004 - Present
Pitney Bowes September 1998 - February 2004
NatWest 1990 - 1998
JC Penney 1980 - 1990
Skills
VB6, Microsoft SQL Server, Access, IBM Mainframe, VBA, SQL, IMS/DB/DC, DOS, Xpediter, CompTIA A+ Hardware..., Trilogy SC Pricer, Visual Basic, VBScript, IMS DB/DC, Systems Analysis, Windows, Oracle, DB2, Mainframe, COBOL, Sybase, Quality Center, SDLC, Unix Shell Scripting, JCL, Informatica, Unix, VSAM, Requirements Gathering, Teradata, Data Modeling, VB.NET, CICS, Websphere, JSP, Requirements Analysis, Databases, Data Migration, ETL, Database Design, Crystal Reports, SSIS, Data Warehousing, Java Enterprise Edition, Fileaid, Core Java
Education
City University of New York-Queens College
Biology, General /Computer Program Certificate
Paul St. Mauro's NatWest Experience 1989 - 1996
Job Managing Director at The Seaport Group`
Industry Financial Services
Experience
The Seaport Group` November 2005 - Present
Amroc Investments 1999 - 2005
NatWest 1989 - 1996
NatWest 1989 - 1996
Union Chelsea Nat'l Bank 1986 - 1988
Skills
Special Situations, High Yield, Capital Markets, Leveraged Finance, Hedge Funds, Investment Banking, Structured Finance, Fixed Income, Distressed Debt, Equities, Credit Derivatives, Alternative Investments, Loans, ABS, Asset Management, Bloomberg, Bonds, Private Equity, Credit Analysis, Investments, Restructuring, Trading
Education
Saint Bonaventure University 1980 — 1984
The Seaport Group` November 2005 - Present
Amroc Investments 1999 - 2005
NatWest 1989 - 1996
NatWest 1989 - 1996
Union Chelsea Nat'l Bank 1986 - 1988
Skills
Special Situations, High Yield, Capital Markets, Leveraged Finance, Hedge Funds, Investment Banking, Structured Finance, Fixed Income, Distressed Debt, Equities, Credit Derivatives, Alternative Investments, Loans, ABS, Asset Management, Bloomberg, Bonds, Private Equity, Credit Analysis, Investments, Restructuring, Trading
Education
Saint Bonaventure University 1980 — 1984
Scott Hollingsworth's NatWest Experience 1993 - 1996
Job Managing Director at International Speedway Corporation (ISC)
Industry Sports
Experience
International Speedway Corporation (ISC) May 2014 - Present
Hardcard Holdings, LLC. 2006 - June 2014
Hardcard Systems, Inc. September 2010 - May 2014
AMA Pro Racing 1999 - 2006
Llama Company 1997 - 1999
NatWest 1993 - 1996
Smith Barney, Harris Upham & Co. 1990 - 1992
Skills
Contract Negotiation, Sports Marketing, Sponsorship, Sports, Event Marketing, Brand Development, Strategic Planning, Marketing Strategy, Marketing Communications, New Business Development, Leadership, Management, Budgets, Competitive Analysis, Entrepreneurship, Strategic Partnerships, Online Marketing, Strategy
Education
Hofstra University 1988 — 1990
MBA, International Business
Louisiana State University 1983 — 1986
Business, International Economics
International Speedway Corporation (ISC) May 2014 - Present
Hardcard Holdings, LLC. 2006 - June 2014
Hardcard Systems, Inc. September 2010 - May 2014
AMA Pro Racing 1999 - 2006
Llama Company 1997 - 1999
NatWest 1993 - 1996
Smith Barney, Harris Upham & Co. 1990 - 1992
Skills
Contract Negotiation, Sports Marketing, Sponsorship, Sports, Event Marketing, Brand Development, Strategic Planning, Marketing Strategy, Marketing Communications, New Business Development, Leadership, Management, Budgets, Competitive Analysis, Entrepreneurship, Strategic Partnerships, Online Marketing, Strategy
Education
Hofstra University 1988 — 1990
MBA, International Business
Louisiana State University 1983 — 1986
Business, International Economics
Kim Biehler's NatWest Experience January 1990 - January 1995
Job Director Advisory Services at PwC
Industry Financial Services
Experience
PwC July 2015 - Present
PwC August 2011 - June 2015
Citizens Financial Group January 2010 - August 2011
Citizens Financial Group October 2004 - December 2009
Bank of America October 2002 - October 2004
Demos Solutions October 1998 - October 2002
BankBoston October 1997 - October 1998
BankBoston January 1995 - October 1997
NatWest January 1990 - January 1995
Skills
Banking, Risk Management, Credit, Change Management, Financial Analysis, Business Analysis, Process Improvement, Strategic Planning, Financial Services, Retail Banking, Portfolio Management, Loans, Commercial Lending, Strategy, Leadership, Mergers & Acquisitions, Financial Risk, Finance, Credit Risk, Operational Risk, Operational Risk..., Financial Modeling, Due Diligence, Cash Management, Enterprise Risk...
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's degree, History
PwC July 2015 - Present
PwC August 2011 - June 2015
Citizens Financial Group January 2010 - August 2011
Citizens Financial Group October 2004 - December 2009
Bank of America October 2002 - October 2004
Demos Solutions October 1998 - October 2002
BankBoston October 1997 - October 1998
BankBoston January 1995 - October 1997
NatWest January 1990 - January 1995
Skills
Banking, Risk Management, Credit, Change Management, Financial Analysis, Business Analysis, Process Improvement, Strategic Planning, Financial Services, Retail Banking, Portfolio Management, Loans, Commercial Lending, Strategy, Leadership, Mergers & Acquisitions, Financial Risk, Finance, Credit Risk, Operational Risk, Operational Risk..., Financial Modeling, Due Diligence, Cash Management, Enterprise Risk...
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's degree, History
Lee Ferridge's NatWest Experience September 1990 - January 1997
Job Head of Macro Strategy, North America at State Street Bank
Industry Banking
Experience
State Street Bank February 2008 - Present
Rabobank International September 1998 - February 2008
Commerzbank AG January 1997 - August 1998
Natwest September 1990 - January 1997
Skills
Derivatives, FX Options, Strategy, Bloomberg, Fixed Income, Financial Markets, Alternative Investments, Risk Management, Investment Strategies, Investment Banking, Equities, Corporate Finance, Investments, Commodity, Foreign Exchange, Electronic Trading, FX trading, Asset Management, Bonds, Asset Allocation, Macroeconomics, Hedge Funds, Treasury, Capital Markets, Options, Trading, Currency, Trading Systems, Market Risk, Structured Products, Swaps, VARs, Quantitative Finance, Equity Derivatives, Money Market
Education
University of Westminster 2006 — 2008
MSc, Quantitative Finance
The University of Hull 1987 — 1990
BSC, Economics and Business Economics
Kings School Worcester 1979 — 1987
State Street Bank February 2008 - Present
Rabobank International September 1998 - February 2008
Commerzbank AG January 1997 - August 1998
Natwest September 1990 - January 1997
Skills
Derivatives, FX Options, Strategy, Bloomberg, Fixed Income, Financial Markets, Alternative Investments, Risk Management, Investment Strategies, Investment Banking, Equities, Corporate Finance, Investments, Commodity, Foreign Exchange, Electronic Trading, FX trading, Asset Management, Bonds, Asset Allocation, Macroeconomics, Hedge Funds, Treasury, Capital Markets, Options, Trading, Currency, Trading Systems, Market Risk, Structured Products, Swaps, VARs, Quantitative Finance, Equity Derivatives, Money Market
Education
University of Westminster 2006 — 2008
MSc, Quantitative Finance
The University of Hull 1987 — 1990
BSC, Economics and Business Economics
Kings School Worcester 1979 — 1987
Michael Rovito's NatWest Experience 1993 - 1996
Job Director at Citi Private Bank, CFP®
Industry Banking
Experience
Citi Private Bank January 2011 - Present
Bank of Nova Scotia 2000 - 2002
NASD 1999 - 2000
Credit Suisse First Boston 1996 - 1999
NatWest 1993 - 1996
Skills
Banking, Portfolio Management, Wealth Management, Alternative Investments, Equities, Asset Management, Capital Markets, Credit, Financial Advisory, Financial Analysis, Fixed Income, Investments, Private Banking, Risk Management, Securities, Series 7, Financial Services
Education
Pace University - Lubin School of Business 1996 — 1999
MBA, Finance
Baruch College, City University of New York (CUNY) 1988 — 1993
BBA, Finance
Citi Private Bank January 2011 - Present
Bank of Nova Scotia 2000 - 2002
NASD 1999 - 2000
Credit Suisse First Boston 1996 - 1999
NatWest 1993 - 1996
Skills
Banking, Portfolio Management, Wealth Management, Alternative Investments, Equities, Asset Management, Capital Markets, Credit, Financial Advisory, Financial Analysis, Fixed Income, Investments, Private Banking, Risk Management, Securities, Series 7, Financial Services
Education
Pace University - Lubin School of Business 1996 — 1999
MBA, Finance
Baruch College, City University of New York (CUNY) 1988 — 1993
BBA, Finance
Michael Cerullo's NatWest Experience 1988 - 1996
Job Managing Director at American Capital
Industry Banking
Experience
American Capital December 2005 - Present
Bank of America 2003 - 2005
Fleet Bank 1996 - 2002
NatWest 1988 - 1996
Skills
Leveraged Finance, Financial Modeling, Corporate Finance, LBO, Mergers & Acquisitions, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 2002 — 2006
MBA, Finance and Accounting
University of Pennsylvania - The Wharton School 1984 — 1988
BS and BA, Economics and Political Science
American Capital December 2005 - Present
Bank of America 2003 - 2005
Fleet Bank 1996 - 2002
NatWest 1988 - 1996
Skills
Leveraged Finance, Financial Modeling, Corporate Finance, LBO, Mergers & Acquisitions, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 2002 — 2006
MBA, Finance and Accounting
University of Pennsylvania - The Wharton School 1984 — 1988
BS and BA, Economics and Political Science
Janet Rossiter's NatWest Experience 1995 - 1996
Job Supplier Management Lead at Barclaycard US
Industry Banking
Experience
Barclaycard US August 2012 - Present
Barclaycard March 2009 - August 2012
Chase Card Services March 2003 - December 2008
JPMorgan Chase 2003 - 2008
JP Morgan Chase 2003 - 2008
Fleet Card Services January 1995 - March 2003
NatWest 1995 - 1996
Mellon Bank September 1993 - January 1995
Skills
Credit Cards, Management, Program Management, Financial Services, Vendor Management, Cross-functional Team..., Payments, Debit Cards, SDLC, Project Management, Product Management, Segmentation, PMP, Portfolio Management, Risk Management
Education
University of Delaware
BA
Barclaycard US August 2012 - Present
Barclaycard March 2009 - August 2012
Chase Card Services March 2003 - December 2008
JPMorgan Chase 2003 - 2008
JP Morgan Chase 2003 - 2008
Fleet Card Services January 1995 - March 2003
NatWest 1995 - 1996
Mellon Bank September 1993 - January 1995
Skills
Credit Cards, Management, Program Management, Financial Services, Vendor Management, Cross-functional Team..., Payments, Debit Cards, SDLC, Project Management, Product Management, Segmentation, PMP, Portfolio Management, Risk Management
Education
University of Delaware
BA
Sam Fleischman's NatWest Experience 1991 - 1995
Job Executive Director, Inv Banking Division Compliance at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank March 2001 - Present
Donaldson, Lufkin & Jenrette 1998 - 2001
Citibank 1995 - 1998
NatWest 1991 - 1995
Bankers Trust March 1990 - May 1991
Drexel Burnham Lambert July 1988 - February 1990
Shearson Lehman 1987 - 1988
Education
Indiana University - Kelley School of Business 1982 — 1986
B.S, Marketing/Advertising
Central High School
UBS Investment Bank March 2001 - Present
Donaldson, Lufkin & Jenrette 1998 - 2001
Citibank 1995 - 1998
NatWest 1991 - 1995
Bankers Trust March 1990 - May 1991
Drexel Burnham Lambert July 1988 - February 1990
Shearson Lehman 1987 - 1988
Education
Indiana University - Kelley School of Business 1982 — 1986
B.S, Marketing/Advertising
Central High School
John Vesque's NatWest Experience March 1990 - March 1997
Job Broker Dealer & Banking Financial Services
Industry Investment Banking
Experience
Commerzbank AG June 2009 - September 2014
Dresdner Kleinwort Wasserstein January 2003 - June 2009
Investec April 2000 - December 2002
AXA Advisors November 1998 - April 2000
Deutsche Bank March 1997 - October 1998
NatWest March 1990 - March 1997
Skills
Financial Services, Investment Banking, Risk Management, Equities, Back Office, Business Analysis, Settlement, Fixed Income, Operational Risk, Internal Controls, Securities, Six Sigma, Derivatives, Credit Derivatives, Securities Lending, Financial Analysis, Middle Office, AML, Operational Risk..., Strategy, Anti Money Laundering, Bank Secrecy Act, KYC, Management, Auditing, Sales, Series 7
Education
Farmingdale State University of New York
Some College, Business Administration and Management, General
Commerzbank AG June 2009 - September 2014
Dresdner Kleinwort Wasserstein January 2003 - June 2009
Investec April 2000 - December 2002
AXA Advisors November 1998 - April 2000
Deutsche Bank March 1997 - October 1998
NatWest March 1990 - March 1997
Skills
Financial Services, Investment Banking, Risk Management, Equities, Back Office, Business Analysis, Settlement, Fixed Income, Operational Risk, Internal Controls, Securities, Six Sigma, Derivatives, Credit Derivatives, Securities Lending, Financial Analysis, Middle Office, AML, Operational Risk..., Strategy, Anti Money Laundering, Bank Secrecy Act, KYC, Management, Auditing, Sales, Series 7
Education
Farmingdale State University of New York
Some College, Business Administration and Management, General
Bill Lacy's NatWest Experience 1991 - 1996
Job CEO at ACHRM | employerexclusive community to reduce your company's health care costs
Industry Health, Wellness and Fitness
Experience
ACHRM December 2011 - Present
Entre Advisors, LLC 2000 - Present
Planet Fitness PA 2009 - 2012
Business Health Services 2009 - 2012
Association for Corporate Wellness 2008 - 2011
GreatLife Wellness Centers 2004 - 2009
Equity Bank (Susquehanna Bank) 2003 - 2004
PECO Energy 1997 - 2000
Rainbow Industrial Products 1996 - 1997
NatWest 1991 - 1996
Skills
Strategic Planning, Shareholder Value..., Capital Raises, Mergers, Team Building, Coaching, Business Strategy, Leadership Development, Financial Analysis, Employee Benefits, Operations Management, Healthcare, Contract Negotiation, Business Planning, Budget, Management Consulting, Change Management, Organizational..., Business Development, Marketing, Insurance, Management, Marketing Strategy, Budgets, Analysis, Capital, Entrepreneurship, Executive Management, Human Resources, Leadership, Managerial Finance, Mergers & Acquisitions, Public Speaking, Risk Management, Small Business, Strategy, Training, Venture Capital, Corporate Development, Employee Wellness..., Start-ups, New Business Development
Education
Drexel University - LeBow College of Business 1989 — 1993
MBA, Finance & Marketing
Ursinus College 1981 — 1985
BS, Math & Economics
Haddonfield Memorial High School
ACHRM December 2011 - Present
Entre Advisors, LLC 2000 - Present
Planet Fitness PA 2009 - 2012
Business Health Services 2009 - 2012
Association for Corporate Wellness 2008 - 2011
GreatLife Wellness Centers 2004 - 2009
Equity Bank (Susquehanna Bank) 2003 - 2004
PECO Energy 1997 - 2000
Rainbow Industrial Products 1996 - 1997
NatWest 1991 - 1996
Skills
Strategic Planning, Shareholder Value..., Capital Raises, Mergers, Team Building, Coaching, Business Strategy, Leadership Development, Financial Analysis, Employee Benefits, Operations Management, Healthcare, Contract Negotiation, Business Planning, Budget, Management Consulting, Change Management, Organizational..., Business Development, Marketing, Insurance, Management, Marketing Strategy, Budgets, Analysis, Capital, Entrepreneurship, Executive Management, Human Resources, Leadership, Managerial Finance, Mergers & Acquisitions, Public Speaking, Risk Management, Small Business, Strategy, Training, Venture Capital, Corporate Development, Employee Wellness..., Start-ups, New Business Development
Education
Drexel University - LeBow College of Business 1989 — 1993
MBA, Finance & Marketing
Ursinus College 1981 — 1985
BS, Math & Economics
Haddonfield Memorial High School
Marissa Effman's NatWest Experience 1987 - 1993
Job Group Director at Worth Linen Associates
Industry Marketing and Advertising
Experience
Worth Linen Associates February 2005 - Present
Empire BlueCross BlueShield January 2001 - February 2005
NatWest 1987 - 1993
Education
NYU Stern School of Business 1989 — 1993
Master of Business Administration (MBA), Marketing and International Business
University of Pennsylvania 1983 — 1987
BS, Economics
Columbia Grammar 1971 — 1983
Worth Linen Associates February 2005 - Present
Empire BlueCross BlueShield January 2001 - February 2005
NatWest 1987 - 1993
Education
NYU Stern School of Business 1989 — 1993
Master of Business Administration (MBA), Marketing and International Business
University of Pennsylvania 1983 — 1987
BS, Economics
Columbia Grammar 1971 — 1983
Frank Massaro's NatWest Experience 1985 - 1987
Job Credit Manager at Philadelphia Energy Solutions Refining & Marketing LLC
Industry Oil & Energy
Experience
Philadelphia Energy Solutions Refining and Marketing LLC September 2012 - Present
Sunoco, Inc. July 2000 - September 2012
Hunt Manufactoring March 1994 - July 2000
3M May 1987 - March 1994
NatWest 1985 - 1987
Education
Rutgers University – Camden 1981 — 1985
BA, Business/ Economics
Philadelphia Energy Solutions Refining and Marketing LLC September 2012 - Present
Sunoco, Inc. July 2000 - September 2012
Hunt Manufactoring March 1994 - July 2000
3M May 1987 - March 1994
NatWest 1985 - 1987
Education
Rutgers University – Camden 1981 — 1985
BA, Business/ Economics
Jeffrey Radtke's NatWest Experience 1996 - 1998
Job Global Head of Program Trading at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers June 2006 - September 2008
Deutsche Bank 1996 - 2006
Deutsche Bank Securities 1996 - 2006
NatWest 1996 - 1998
Morgan Stanley 1989 - 1996
Skills
Capital Markets, Derivatives, Electronic Trading, Equities, Equity Trading, Financial Markets, Fixed Income, Hedge Funds, Options, Program Trading, Trading, Trading Systems, VAR, Market Data, Equity Derivatives, Prime Brokerage
Education
University of Michigan 1986 — 1989
AB, Economics
University of Michigan
Barclays Capital September 2008 - Present
Lehman Brothers June 2006 - September 2008
Deutsche Bank 1996 - 2006
Deutsche Bank Securities 1996 - 2006
NatWest 1996 - 1998
Morgan Stanley 1989 - 1996
Skills
Capital Markets, Derivatives, Electronic Trading, Equities, Equity Trading, Financial Markets, Fixed Income, Hedge Funds, Options, Program Trading, Trading, Trading Systems, VAR, Market Data, Equity Derivatives, Prime Brokerage
Education
University of Michigan 1986 — 1989
AB, Economics
University of Michigan
Neville Shea's NatWest Experience 1994 - 1996
Job Qlikview Consultant
Industry Information Technology and Services
Experience
Travelocity August 2012 - January 2014
Homeowners Resource Center May 2011 - November 2011
BabyAge.com 2007 - 2008
Fleet Bank 1994 - 1999
NatWest 1994 - 1996
Skills
Analysis, Budgeting, Data Analysis, Forecasting, SQL, Statistics, Analytics, Financial Reporting, Financial Analysis, Databases, Call Center, Strategic Planning, QlikView, Oracle SQL, Teradata, Business Intelligence, Data Mining
Education
Cornell University 1988 — 1991
M.Eng., Operations Research
Cornell University - Johnson Graduate School of Management 1988 — 1991
MBA, Behavioral Science
University of Utah 1974 — 1977
BS, Finance
Travelocity August 2012 - January 2014
Homeowners Resource Center May 2011 - November 2011
BabyAge.com 2007 - 2008
Fleet Bank 1994 - 1999
NatWest 1994 - 1996
Skills
Analysis, Budgeting, Data Analysis, Forecasting, SQL, Statistics, Analytics, Financial Reporting, Financial Analysis, Databases, Call Center, Strategic Planning, QlikView, Oracle SQL, Teradata, Business Intelligence, Data Mining
Education
Cornell University 1988 — 1991
M.Eng., Operations Research
Cornell University - Johnson Graduate School of Management 1988 — 1991
MBA, Behavioral Science
University of Utah 1974 — 1977
BS, Finance
Kathryn Bookspan's NatWest Experience 1975 - 1979
Job at Capital One Bank
Industry Banking
Experience
Capital One Bank April 2010 - Present
Sovereign Bank 2003 - 2009
Citibank 1997 - 2003
Fleet Bank 1985 - 1997
NatWest 1975 - 1979
Skills
Loans, Banking, Commercial Lending, Small Business Lending, Credit Analysis, Credit Risk, Commercial Banking, Business Development
Education
Adelphi University
MBA Program
Capital One Bank April 2010 - Present
Sovereign Bank 2003 - 2009
Citibank 1997 - 2003
Fleet Bank 1985 - 1997
NatWest 1975 - 1979
Skills
Loans, Banking, Commercial Lending, Small Business Lending, Credit Analysis, Credit Risk, Commercial Banking, Business Development
Education
Adelphi University
MBA Program
Fiona Goodwin's NatWest Experience October 1994 - May 1997
Job Director of Technical Services at ServicePower
Industry Computer Software
Experience
ServicePower November 2013 - Present
ServicePower February 2012 - November 2013
ServicePower June 2006 - February 2012
ServicePower April 1998 - June 2006
Admiral June 1997 - April 1998
NatWest October 1994 - May 1997
Skills
Oracle, Microsoft SQL Server, Software Project..., Web Services, Solution Architecture, Perl, Java, Visual Basic, Cloud Computing, SQL, SaaS, Business Intelligence, XML, JavaScript, Agile Methodologies, REST, Field Service, Management, Enterprise Software, Enterprise Architecture, Integration, Service Delivery
Education
The University of Salford 1990 — 1994
BEng, Computing, Management and Electronics
ServicePower November 2013 - Present
ServicePower February 2012 - November 2013
ServicePower June 2006 - February 2012
ServicePower April 1998 - June 2006
Admiral June 1997 - April 1998
NatWest October 1994 - May 1997
Skills
Oracle, Microsoft SQL Server, Software Project..., Web Services, Solution Architecture, Perl, Java, Visual Basic, Cloud Computing, SQL, SaaS, Business Intelligence, XML, JavaScript, Agile Methodologies, REST, Field Service, Management, Enterprise Software, Enterprise Architecture, Integration, Service Delivery
Education
The University of Salford 1990 — 1994
BEng, Computing, Management and Electronics
Barbara Carrollo-Loeffler's NatWest Experience 1992 - 1995
Job SVP, Director Residential & Consumer Lending
Industry Banking
Experience
The Provident Bank October 2012 - Present
Preferred Financial Partner July 2012 - October 2012
Preferred Financial Partner May 2011 - June 2012
Northwestern Mutual Financial Network February 2009 - February 2011
Atlantic Bank of New York March 2004 - May 2006
Astoria Federal Savings 2003 - 2004
EAB Mortgage Corp 1995 - 2000
NatWest 1992 - 1995
Chemical Bank / MHT Co 1990 - 1992
Manny Hanny 1990 - 1992
Skills
Disability Insurance, Long-term Care, Employee Benefits, Long Term Care Insurance, Healthcare, Insurance, Loans, Financial Analysis, Banking, Mortgage Lending, Finance, Consumer Lending
Education
Thomas Edison State College
Bachelors, Business, Humanities
Molloy College
Business, Theology
The Provident Bank October 2012 - Present
Preferred Financial Partner July 2012 - October 2012
Preferred Financial Partner May 2011 - June 2012
Northwestern Mutual Financial Network February 2009 - February 2011
Atlantic Bank of New York March 2004 - May 2006
Astoria Federal Savings 2003 - 2004
EAB Mortgage Corp 1995 - 2000
NatWest 1992 - 1995
Chemical Bank / MHT Co 1990 - 1992
Manny Hanny 1990 - 1992
Skills
Disability Insurance, Long-term Care, Employee Benefits, Long Term Care Insurance, Healthcare, Insurance, Loans, Financial Analysis, Banking, Mortgage Lending, Finance, Consumer Lending
Education
Thomas Edison State College
Bachelors, Business, Humanities
Molloy College
Business, Theology
Alenoush Khatchadourian's NatWest Experience 1990 - 1999
Job Manager at Bank of America
Industry Banking
Experience
Bank of America 2005 - Present
Fleet Bank 1999 - 2005
NatWest 1990 - 1999
Dominion Federal Savings and Loan / TrustBank Savings 1985 - 1990
The Peoples National Bank of Leesburg / First American Bank 1982 - 1985
Education
George Mason University 1986 — 1989
Bachelor's Degree, Business Management
Northern Virginia Community College 1983 — 1986
Associate's Degree, Business Administration
Bank of America 2005 - Present
Fleet Bank 1999 - 2005
NatWest 1990 - 1999
Dominion Federal Savings and Loan / TrustBank Savings 1985 - 1990
The Peoples National Bank of Leesburg / First American Bank 1982 - 1985
Education
George Mason University 1986 — 1989
Bachelor's Degree, Business Management
Northern Virginia Community College 1983 — 1986
Associate's Degree, Business Administration
Peter Carruthers's NatWest Experience January 1990 - December 1992
Job Director, Risk Manager, Compliance Head, Treasury Manager at P2PCash
Industry Banking
Experience
FX Hedge Partners September 2014 - Present
P2PCash June 2014 - Present
Forex Squared LLC January 2013 - Present
Citi June 1997 - May 2012
Credit Suisse/ CSFB 1992 - 1997
Scotiabank 1992 - 1995
NatWest January 1990 - December 1992
Skills
FX Options, Capital Markets, Financial Markets, Trading, Currency, Hedging, Commodity, Structured Products, Fixed Income, Investments, Risk Management, Finance, Derivatives, Equities, Investment Banking, Microsoft Excel, Series 7, Rates, Commodity Markets, Hedge Funds, Bloomberg, Interest Rate..., Emerging Markets, Financial Structuring, Customer Service, Accounting-driven hedge..., Yield-based trading..., Deep knowledge of..., FX, Structuring, Commodities, Microsoft office..., Bloomberg proficient,..., Maintaining old British..., Holding series 3,7,63..., SQLite
Education
Archbishop Stepinac HS
Manhattan College
BS, Accounting and Finance
Fordham University GBA
MBA, Finance
FX Hedge Partners September 2014 - Present
P2PCash June 2014 - Present
Forex Squared LLC January 2013 - Present
Citi June 1997 - May 2012
Credit Suisse/ CSFB 1992 - 1997
Scotiabank 1992 - 1995
NatWest January 1990 - December 1992
Skills
FX Options, Capital Markets, Financial Markets, Trading, Currency, Hedging, Commodity, Structured Products, Fixed Income, Investments, Risk Management, Finance, Derivatives, Equities, Investment Banking, Microsoft Excel, Series 7, Rates, Commodity Markets, Hedge Funds, Bloomberg, Interest Rate..., Emerging Markets, Financial Structuring, Customer Service, Accounting-driven hedge..., Yield-based trading..., Deep knowledge of..., FX, Structuring, Commodities, Microsoft office..., Bloomberg proficient,..., Maintaining old British..., Holding series 3,7,63..., SQLite
Education
Archbishop Stepinac HS
Manhattan College
BS, Accounting and Finance
Fordham University GBA
MBA, Finance
Surrinder Chahl's NatWest Experience 1994 - 1995
Job CEO at bespoke emedia solutions
Industry Management Consulting
Experience
Bespoke eMedia Solutions January 2012 - Present
Deloitte March 1995 - May 2006
Bacon & Woodrow 1995 - 2000
NatWest 1994 - 1995
Coopers & Lybrand 1990 - 1995
Skills
Management Consulting, Change Management, Process Engineering, Outsourcing, Consultancy, Program Management, Business Strategy, Due Diligence, Strategic Planning, Business Transformation, Business Process..., Strategy Development, Business Analysis, IT Strategy, Process Improvement, Web Services, Web Applications, Social Media Marketing, Strategy, PMO
Education
Coventry University 1980 — 1984
BA Hons, Applied Economics
Binley Park Coventry 1967 — 1973
Bespoke eMedia Solutions January 2012 - Present
Deloitte March 1995 - May 2006
Bacon & Woodrow 1995 - 2000
NatWest 1994 - 1995
Coopers & Lybrand 1990 - 1995
Skills
Management Consulting, Change Management, Process Engineering, Outsourcing, Consultancy, Program Management, Business Strategy, Due Diligence, Strategic Planning, Business Transformation, Business Process..., Strategy Development, Business Analysis, IT Strategy, Process Improvement, Web Services, Web Applications, Social Media Marketing, Strategy, PMO
Education
Coventry University 1980 — 1984
BA Hons, Applied Economics
Binley Park Coventry 1967 — 1973
Roberta Cohen's NatWest Experience 1976 - 1998
Job
Industry Entertainment
Experience
The Happy Retired Banker August 2007 - Present
Bank of America/ Fleet Bank/ NatWest February 1976 - December 2004
NatWest 1976 - 1998
National Westminster Bank 1979 - 1996
Skills
International Trade, Commercial Banking, Credit Analysis, Banking, Trade Finance, Treasury Management, Trading, FX Options, Cash Management, Portfolio Management, Commercial Lending, Financial Services, Executive Management, Financial Risk, Corporate Finance, Risk Management, Investment Banking, Operational Risk, Financial Analysis, Project Finance
Education
Ithaca College 1964 — 1968
BA, Mathematics
The Happy Retired Banker August 2007 - Present
Bank of America/ Fleet Bank/ NatWest February 1976 - December 2004
NatWest 1976 - 1998
National Westminster Bank 1979 - 1996
Skills
International Trade, Commercial Banking, Credit Analysis, Banking, Trade Finance, Treasury Management, Trading, FX Options, Cash Management, Portfolio Management, Commercial Lending, Financial Services, Executive Management, Financial Risk, Corporate Finance, Risk Management, Investment Banking, Operational Risk, Financial Analysis, Project Finance
Education
Ithaca College 1964 — 1968
BA, Mathematics
Laura Thompson-Ball's NatWest Experience January 2008 - June 2012
Job Financial Advisor Edward Jones
Industry Investment Management
Experience
Edward Jones 2014 - Present
Money Management International September 2012 - August 2014
NatWest January 2008 - June 2012
TNT Logistics November 2003 - January 2007
Skills
Customer Service, Credit, Banking, Finance, Loans, Private Banking, Investments, Life Insurance, Brokers
Education
Portland State University
Bachlor of Science, Social Sciences
Banks High School
Edward Jones 2014 - Present
Money Management International September 2012 - August 2014
NatWest January 2008 - June 2012
TNT Logistics November 2003 - January 2007
Skills
Customer Service, Credit, Banking, Finance, Loans, Private Banking, Investments, Life Insurance, Brokers
Education
Portland State University
Bachlor of Science, Social Sciences
Banks High School
Kevin Linden, MBA's NatWest Experience December 1994 - March 1996
Job President/Trader
Industry Financial Services
Experience
Linden Capital Management June 2005 - Present
T3 Trading Group, LLC April 2014 - November 2014
Schonfeld Securities June 2007 - December 2009
UBS Financial Services March 2003 - June 2004
ETG Electronic Trading Group March 1996 - June 2001
NatWest December 1994 - March 1996
NatWest August 1993 - December 1994
NatWest September 1993 - July 1994
NatWest July 1992 - August 1993
NatWest August 1990 - August 1992
Skills
Investments, Proprietary Trading, Trading, Financial Markets, Equities, Derivatives, Capital Markets, Investment Strategies, Financial Risk, Traders, Banking, Credit Analysis, Credit, Finance, Financial Analysis, Portfolio Management, Bloomberg, Sales, Series 7, Series 24, Management, Fixed Income, Alternative Investments, Securities, Trading Strategies, Foreign Exchange, Technical Analysis, Asset Management, Options, Financial Planning, Financial Services, Risk Management, Financial Advisory, Financial Modeling, Equity Trading, Electronic Trading, Equity Research, Bonds, Trading Systems, Mutual Funds, Strategy, Valuation, Commodity, Corporate Finance, Equity Derivatives, Hedging, Analysis, series 66, Trade Compliance, Surveillance
Education
Fordham Gabelli School of Business 1993 — 1997
MBA, Finance/International Business
University of Maryland College Park 1986 — 1990
BS, Finance
Linden Capital Management June 2005 - Present
T3 Trading Group, LLC April 2014 - November 2014
Schonfeld Securities June 2007 - December 2009
UBS Financial Services March 2003 - June 2004
ETG Electronic Trading Group March 1996 - June 2001
NatWest December 1994 - March 1996
NatWest August 1993 - December 1994
NatWest September 1993 - July 1994
NatWest July 1992 - August 1993
NatWest August 1990 - August 1992
Skills
Investments, Proprietary Trading, Trading, Financial Markets, Equities, Derivatives, Capital Markets, Investment Strategies, Financial Risk, Traders, Banking, Credit Analysis, Credit, Finance, Financial Analysis, Portfolio Management, Bloomberg, Sales, Series 7, Series 24, Management, Fixed Income, Alternative Investments, Securities, Trading Strategies, Foreign Exchange, Technical Analysis, Asset Management, Options, Financial Planning, Financial Services, Risk Management, Financial Advisory, Financial Modeling, Equity Trading, Electronic Trading, Equity Research, Bonds, Trading Systems, Mutual Funds, Strategy, Valuation, Commodity, Corporate Finance, Equity Derivatives, Hedging, Analysis, series 66, Trade Compliance, Surveillance
Education
Fordham Gabelli School of Business 1993 — 1997
MBA, Finance/International Business
University of Maryland College Park 1986 — 1990
BS, Finance
Maria Friel's NatWest Experience 1990 - 1993
Job Office Manager/Administrator at BAY STRUCTURES, INC.
Industry Construction
Experience
BAY STRUCTURES, INC. August 2007 - Present
NatWest 1990 - 1993
Skills
Human Resources, Business Development, Office Management, Administrative..., Office Administration, Process Scheduler, Microsoft Office, Outlook, Microsoft Excel, Customer Service, Microsoft Word, Accounts Payable, Time Management
Education
Farmingdale State University of New York
Criminal Justice
NY Institue of Credit
Accounting, Financial Statement Analysis
USGBC
LEED Green Associate
West Babylon High School
BAY STRUCTURES, INC. August 2007 - Present
NatWest 1990 - 1993
Skills
Human Resources, Business Development, Office Management, Administrative..., Office Administration, Process Scheduler, Microsoft Office, Outlook, Microsoft Excel, Customer Service, Microsoft Word, Accounts Payable, Time Management
Education
Farmingdale State University of New York
Criminal Justice
NY Institue of Credit
Accounting, Financial Statement Analysis
USGBC
LEED Green Associate
West Babylon High School
Susan Ollivier's NatWest Experience 1980 - 1986
Job Principle Strategic Consultant at C&C Consulting
Industry Public Relations and Communications
Experience
C&C Consulting 2004 - 2010
Citibank 1999 - 2007
Citibank, N 1999 - 2007
Citigroup 1999 - 2007
Winthrop-University Hospital 1996 - 1999
NatWest 1980 - 1986
Education
New York Institute of Technology
C&C Consulting 2004 - 2010
Citibank 1999 - 2007
Citibank, N 1999 - 2007
Citigroup 1999 - 2007
Winthrop-University Hospital 1996 - 1999
NatWest 1980 - 1986
Education
New York Institute of Technology
Steven Matza's NatWest Experience 1994 - 1997
Job Supervisory Analyst at Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2013 - Present
Ladenburg Thalmann May 2013 - July 2013
UBS Investment Bank June 2002 - February 2013
Dresdner Kleinwort 1997 - 2001
NatWest 1994 - 1997
Nomura Research Institute 1986 - 1994
First Boston Corporation 1980 - 1986
Skills
Bloomberg, Investment Banking, Equities, Equity Research, Fixed Income, Securities, Capital Markets, FINRA, Financial Markets, Equity Valuation
Education
New York University 1976 — 1980
BA, Journalism, Political Science
Bank of America Merrill Lynch July 2013 - Present
Ladenburg Thalmann May 2013 - July 2013
UBS Investment Bank June 2002 - February 2013
Dresdner Kleinwort 1997 - 2001
NatWest 1994 - 1997
Nomura Research Institute 1986 - 1994
First Boston Corporation 1980 - 1986
Skills
Bloomberg, Investment Banking, Equities, Equity Research, Fixed Income, Securities, Capital Markets, FINRA, Financial Markets, Equity Valuation
Education
New York University 1976 — 1980
BA, Journalism, Political Science
Scott Stephenson's NatWest Experience January 1994 - July 1996
Job Senior Vice President/Regional Manager at Eastern Bank
Industry Banking
Experience
Eastern Bank December 2007 - Present
Citizens Bank July 2002 - December 2007
Fleet Bank July 1996 - July 2002
NatWest January 1994 - July 1996
Skills
Banking, Training, Small Business Lending, Commercial Banking, Commercial Lending, Loans, Credit, Consumer Lending, Retail Banking, Credit Analysis, Mortgage Lending, Lines Of Credit, Commercial Mortgages, Cross Selling, Loan Origination
Education
Furman University - Graduate School of Retail Bank Management
Certificate, Bank Management
Saint John's University
MA, Government, Politics & Public Administration
State University of New York College at Geneseo
BA, History, Education & Political Science
Eastern Bank December 2007 - Present
Citizens Bank July 2002 - December 2007
Fleet Bank July 1996 - July 2002
NatWest January 1994 - July 1996
Skills
Banking, Training, Small Business Lending, Commercial Banking, Commercial Lending, Loans, Credit, Consumer Lending, Retail Banking, Credit Analysis, Mortgage Lending, Lines Of Credit, Commercial Mortgages, Cross Selling, Loan Origination
Education
Furman University - Graduate School of Retail Bank Management
Certificate, Bank Management
Saint John's University
MA, Government, Politics & Public Administration
State University of New York College at Geneseo
BA, History, Education & Political Science
Arif Goraya's NatWest Experience January 1990 - November 1993
Job SVP, Supplier Risk Management
Industry Investment Banking
Experience
Moody's Investors Service January 2011 - May 2011
Barclays Capital August 2007 - September 2010
JPMorgan Chase July 1998 - August 2007
American Express April 1996 - June 1998
Bank of New York Mellon November 1993 - April 1996
NatWest January 1990 - November 1993
Skills
Vendor Management, Risk Management, Strategy, Project Management, Acquisition Integration, Strategic Sourcing, Banking, Integration, Program Management, Process Improvement, Business Analysis, Strategic Planning, PMO, Business Strategy, IT Strategy, Leadership, Sourcing, Project Portfolio..., Analysis, Performance Management, Procurement, Finance, SDLC, Business Process, Management, Contract Management, Supply Management, Governance, Outsourcing, Mergers & Acquisitions, Business Continuity, Human Resources, Product Management, Financial Services, Change Management, Business Process..., Management Consulting, Offshoring, Project Planning, Business Process..., Infrastructure, Resource Management, Investment Banking, Team Management, Consulting, Financial Risk, Financial Analysis, Analytics, Due Diligence
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Pace University
MBA, International Business
Moody's Investors Service January 2011 - May 2011
Barclays Capital August 2007 - September 2010
JPMorgan Chase July 1998 - August 2007
American Express April 1996 - June 1998
Bank of New York Mellon November 1993 - April 1996
NatWest January 1990 - November 1993
Skills
Vendor Management, Risk Management, Strategy, Project Management, Acquisition Integration, Strategic Sourcing, Banking, Integration, Program Management, Process Improvement, Business Analysis, Strategic Planning, PMO, Business Strategy, IT Strategy, Leadership, Sourcing, Project Portfolio..., Analysis, Performance Management, Procurement, Finance, SDLC, Business Process, Management, Contract Management, Supply Management, Governance, Outsourcing, Mergers & Acquisitions, Business Continuity, Human Resources, Product Management, Financial Services, Change Management, Business Process..., Management Consulting, Offshoring, Project Planning, Business Process..., Infrastructure, Resource Management, Investment Banking, Team Management, Consulting, Financial Risk, Financial Analysis, Analytics, Due Diligence
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Pace University
MBA, International Business
Douglas Carroll's NatWest Experience 1984 - 1996
Job Vice President Credit Administration at BankUnited
Industry Banking
Experience
BankUnited March 2013 - Present
Astoria Federal Savings October 2011 - March 2013
Capital One Bank (Formerly North Fork Bank) December 2001 - June 2011
European American Bank 1996 - 2001
NatWest 1984 - 1996
Skills
Credit, Commercial Lending, Retail Banking, Risk Management, Mortgage Lending, Small Business Lending, Loans, Banking, Financial Services, Commercial Mortgages, Lines Of Credit, Loan Origination, Cash Management, Asset Managment, Consumer Lending, Credit Cards, Cross Selling, Credit Risk, Underwriting, Commercial Banking, Strategic Financial..., Portfolio Management, Credit Analysis, Finance, Branch Management, Mortgage Banking, AML, Relationship Management, Financial Analysis, Deposits, Financial Risk, SBA, Asset Management, Treasury Management, Asset Based Lending, Wealth Management, Private Banking
Education
Garden City High School
State University of New York College at Cortland
BA, Economics
BankUnited March 2013 - Present
Astoria Federal Savings October 2011 - March 2013
Capital One Bank (Formerly North Fork Bank) December 2001 - June 2011
European American Bank 1996 - 2001
NatWest 1984 - 1996
Skills
Credit, Commercial Lending, Retail Banking, Risk Management, Mortgage Lending, Small Business Lending, Loans, Banking, Financial Services, Commercial Mortgages, Lines Of Credit, Loan Origination, Cash Management, Asset Managment, Consumer Lending, Credit Cards, Cross Selling, Credit Risk, Underwriting, Commercial Banking, Strategic Financial..., Portfolio Management, Credit Analysis, Finance, Branch Management, Mortgage Banking, AML, Relationship Management, Financial Analysis, Deposits, Financial Risk, SBA, Asset Management, Treasury Management, Asset Based Lending, Wealth Management, Private Banking
Education
Garden City High School
State University of New York College at Cortland
BA, Economics
Terri Gallo-McCarthy's NatWest Experience August 1982 - August 1998
Job Teacher Assistant at Jersey City Public Schools
Industry Primary/Secondary Education
Experience
Jersey City Public Schools September 2004 - Present
Nat West August 1982 - September 1998
Natwest August 1982 - August 1998
Skills
Curriculum Development, Teachers, Curriculum Design, Smartboard, Special Education, Classroom Management, Differentiated..., Grant Writing, Elementary Education, Lesson Planning, ESL, IEP, Literacy, Educational Technology, Research, Teacher Training, Editing, Public Speaking
Education
New Jersey City University 2003 — 2013
History
Jersey City Public Schools September 2004 - Present
Nat West August 1982 - September 1998
Natwest August 1982 - August 1998
Skills
Curriculum Development, Teachers, Curriculum Design, Smartboard, Special Education, Classroom Management, Differentiated..., Grant Writing, Elementary Education, Lesson Planning, ESL, IEP, Literacy, Educational Technology, Research, Teacher Training, Editing, Public Speaking
Education
New Jersey City University 2003 — 2013
History
Eileen Sackman's NatWest Experience 1986 - 1996
Job Senior Vice President at Valley National Bank
Industry Banking
Experience
Valley National Bank 2008 - Present
JP Morgan Chase October 2006 - January 2008
The Bank of NY 1996 - 2006
NatWest 1986 - 1996
Skills
Mortgage Lending, Loans, Investments, Small Business Lending, Management, Commercial Banking, Credit Analysis, Commercial Lending, Banking, Sales Management, Mergers & Acquisitions, Finance, Capital Markets, Portfolio Management, Financial Services, Credit
Education
Brooklyn College
Valley National Bank 2008 - Present
JP Morgan Chase October 2006 - January 2008
The Bank of NY 1996 - 2006
NatWest 1986 - 1996
Skills
Mortgage Lending, Loans, Investments, Small Business Lending, Management, Commercial Banking, Credit Analysis, Commercial Lending, Banking, Sales Management, Mergers & Acquisitions, Finance, Capital Markets, Portfolio Management, Financial Services, Credit
Education
Brooklyn College
Jasmine Dhanasamy's NatWest Experience March 2011 - Present
Job Business Analyst
Industry Information Technology and Services
Experience
NatWest March 2011 - Present
Education
Middlesex University
NatWest March 2011 - Present
Education
Middlesex University
Peter Morello's NatWest Experience June 1988 - September 1989
Job Distillate Trader at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 1995 - Present
Phibro USA September 1989 - September 1995
NatWest June 1988 - September 1989
Skills
Commodity, Credit Analysis, Energy
Education
Providence College 1984 — 1988
Bachelor's degree, Finance, General
Chaminade High School 1980 — 1984
Morgan Stanley Smith Barney October 1995 - Present
Phibro USA September 1989 - September 1995
NatWest June 1988 - September 1989
Skills
Commodity, Credit Analysis, Energy
Education
Providence College 1984 — 1988
Bachelor's degree, Finance, General
Chaminade High School 1980 — 1984
Jill O'Hare's NatWest Experience 1993 - 1995
Job Operations Manager, Actively seeking new opportunities
Industry Financial Services
Experience
GardaWorld Cash Services April 2014 - November 2014
Bank of America May 1996 - April 2014
NatWest 1993 - 1995
NatWest October 1981 - January 1993
Skills
Branch Management, Relationship Management, Operations Management, Process Improvement, Vendor Management, Risk Management, Internal Audit, Regulatory Compliance, Compliance Management, Project Management, Customer Service, Loss Prevention, Internal Investigations, Team Building, Banking, Strategic Planning, Management, Change Management, Leadership, Budgets, Business Process..., Retail Banking, Public Speaking
Education
Nassau Community College
Accounting and Business/Management
GardaWorld Cash Services April 2014 - November 2014
Bank of America May 1996 - April 2014
NatWest 1993 - 1995
NatWest October 1981 - January 1993
Skills
Branch Management, Relationship Management, Operations Management, Process Improvement, Vendor Management, Risk Management, Internal Audit, Regulatory Compliance, Compliance Management, Project Management, Customer Service, Loss Prevention, Internal Investigations, Team Building, Banking, Strategic Planning, Management, Change Management, Leadership, Budgets, Business Process..., Retail Banking, Public Speaking
Education
Nassau Community College
Accounting and Business/Management
Jay Hernandez's NatWest Experience 1994 - 1999
Job Independent Financial Services Professional
Industry Financial Services
Experience
Sewanhaka Central School District 2010 - 2010
WestLB 1999 - 2008
NatWest 1994 - 1999
Nations Bank 1993 - 1994
Bancomer S.A. 1988 - 1994
Manufacturere Hanover Trust Co. 1984 - 1988
Skills
Credit, FX Options, Trade Finance, Banking, Financial Institutions
Education
Queens College 2008 — 2010
NYS Teacher Certification - Spanish, Education
Fairleigh Dickinson University 1981 — 1983
MBA, Finance
Sewanhaka Central School District 2010 - 2010
WestLB 1999 - 2008
NatWest 1994 - 1999
Nations Bank 1993 - 1994
Bancomer S.A. 1988 - 1994
Manufacturere Hanover Trust Co. 1984 - 1988
Skills
Credit, FX Options, Trade Finance, Banking, Financial Institutions
Education
Queens College 2008 — 2010
NYS Teacher Certification - Spanish, Education
Fairleigh Dickinson University 1981 — 1983
MBA, Finance
Connie Mccormack's NatWest Experience April 1994 - October 1995
Job Cooperative Education Coordinator at Scranton School District
Industry Primary/Secondary Education
Experience
Scranton School District September 2002 - Present
East Stroudsburg Area School District September 2001 - September 2002
Lancaster County Career and Technology Center August 1999 - June 2001
InterMetro Industries Corporation (an Emerson Storage Solutions company) August 1997 - August 1999
AkzoNobel 1992 - 1996
NatWest April 1994 - October 1995
Education
Temple University 1999 — 2001
Master's Degree, Education
University of Scranton 1991 — 1993
Master's of Business Education, Marketing
Marywood University 1988 — 1992
Bachelor of Science (B.S.), Retail Fashion Merchandising
Scranton School District September 2002 - Present
East Stroudsburg Area School District September 2001 - September 2002
Lancaster County Career and Technology Center August 1999 - June 2001
InterMetro Industries Corporation (an Emerson Storage Solutions company) August 1997 - August 1999
AkzoNobel 1992 - 1996
NatWest April 1994 - October 1995
Education
Temple University 1999 — 2001
Master's Degree, Education
University of Scranton 1991 — 1993
Master's of Business Education, Marketing
Marywood University 1988 — 1992
Bachelor of Science (B.S.), Retail Fashion Merchandising
Donald Schwartz's NatWest Experience June 1978 - September 1996
Job Senior Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2006 - Present
AmSouth Capital September 2002 - June 2006
Dime Savings Bank September 1996 - January 2002
NatWest June 1978 - September 1996
Skills
Banking and Finance, Leveraged Finance, Commercial Banking, Banking
Education
The George Washington University - School of Business
Bachelor of Business Administration (BBA), International Business
Wells Fargo September 2006 - Present
AmSouth Capital September 2002 - June 2006
Dime Savings Bank September 1996 - January 2002
NatWest June 1978 - September 1996
Skills
Banking and Finance, Leveraged Finance, Commercial Banking, Banking
Education
The George Washington University - School of Business
Bachelor of Business Administration (BBA), International Business
Leo Mingione's NatWest Experience January 1996 - January 1997
Job Client Services Associate
Industry Financial Services
Experience
Sumitomo Mitsui Trust Bank January 2007 - March 2014
Ryan Beck & Co. January 1998 - January 2007
Société Générale January 1997 - January 1998
NatWest January 1996 - January 1997
ING/Barrings U.S. Securities January 1995 - January 1996
Skills
Back Office, Securities, Equities, Fixed Income, Trading Systems, Hedge Funds, Financial Services, Middle Office, Capital Markets, Derivatives, Corporate Actions
Education
Brooklyn Tech/ FDR High School
High School Diploma, Accounting and Finance. Fine Arts. Graphic Arts.
School of Visual Arts
2 years College Credit, Fine Arts. Graphic Arts
Sumitomo Mitsui Trust Bank January 2007 - March 2014
Ryan Beck & Co. January 1998 - January 2007
Société Générale January 1997 - January 1998
NatWest January 1996 - January 1997
ING/Barrings U.S. Securities January 1995 - January 1996
Skills
Back Office, Securities, Equities, Fixed Income, Trading Systems, Hedge Funds, Financial Services, Middle Office, Capital Markets, Derivatives, Corporate Actions
Education
Brooklyn Tech/ FDR High School
High School Diploma, Accounting and Finance. Fine Arts. Graphic Arts.
School of Visual Arts
2 years College Credit, Fine Arts. Graphic Arts
Sophia Chelli Herman's NatWest Experience January 1993 - June 1994
Job Self employed
Industry Banking
Experience
Self Employed August 2002 - Present
ECOLE FRANCAISE DE LONDRES JACQUES PREVERT LTD June 2010 - June 2014
J.P. Morgan August 2000 - June 2002
J.P. Morgan July 1996 - August 2000
Bankers Trust July 1994 - July 1996
NatWest January 1993 - June 1994
BNP Paribas September 1990 - December 1992
BNP Paribas September 1989 - September 1991
Education
Ensae ParisTech 1987 — 1989
Engineer's Degree, Economics and Statistics
Ecole polytechnique 1985 — 1987
Engineer's degree, Mathematics and Statistics
Lycee Hoche 1982 — 1985
High School
Self Employed August 2002 - Present
ECOLE FRANCAISE DE LONDRES JACQUES PREVERT LTD June 2010 - June 2014
J.P. Morgan August 2000 - June 2002
J.P. Morgan July 1996 - August 2000
Bankers Trust July 1994 - July 1996
NatWest January 1993 - June 1994
BNP Paribas September 1990 - December 1992
BNP Paribas September 1989 - September 1991
Education
Ensae ParisTech 1987 — 1989
Engineer's Degree, Economics and Statistics
Ecole polytechnique 1985 — 1987
Engineer's degree, Mathematics and Statistics
Lycee Hoche 1982 — 1985
High School
KeyBank
Sovereign Bank
Key Bank
Santander Bank, N.A.
Royal Bank of Scotland
KeyCorp
Merrill Edge
CIBC Wood Gundy