Amalgamated Bank
Amalgamated Bank is an American financial institution. It is the largest union-owned bank and one of the only unionized banks in the United States. Amalgamated Bank is currently majority-owned by Workers United, an SEIU Affiliate. Headquarters: United States of America CEO: Keith Mestrich (Aug 1, 2014–) Subsidiaries: New Resource Bank, Amalgamated Capital, Parent organization: Workers United
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Amalgamated Bank Employees
Amalgamated Bank July 2014 - Present
Sean Garballey, State Representative February 2013 - June 2014
Timothy J. Toomey, Jr., Cambridge City Councillor and State Representative August 2012 - November 2013
Tufts University February 2010 - September 2012
Boston.com September 2011 - April 2012
Hablo Americano August 2010 - June 2011
MKP Communications 2004 - 2011
Legal Sea Foods May 2010 - August 2010
Colegio San Javier April 2009 - July 2009
Burn Advocates May 2008 - August 2008
Skills
English, Spanish, Blogging, Social Media, Public Relations, Teaching, Writing, Microsoft Office, Word, Excel, Research, Photoshop, Editing, PowerPoint, Customer Relations, Customer Service, Fundraising, Problem Solving, Public Speaking
Education
2006 — 2010
Bachelors, Philosophy, Spanish
Bethlehem & Associates April 2015 - Present
Broadway Federal Bank July 2014 - April 2015
Amalgamated Bank March 2012 - June 2014
TD Bank January 2010 - February 2012
TD Bank November 2008 - December 2009
TD Bank September 2006 - November 2008
McCoy Consultants February 2006 - September 2006
Skills
Team Building, Team Management, Banking, Commercial Banking, Loans, Retail Banking, Balancing Budgets, Business Strategy, Strategic Planning, Project Management, Event Planning, Project Planning, Sales Management, Customer Service, Partnering, Coaching Staff, Sales, Sales Management..., Account Management, Account Reconciliation, Small Business Lending, Mentoring Of Staff, Microsoft Excel, Finance, Training, Process Improvement, Strategy, Coaching, Mentoring
Education
Long Island University, C.W. Post Campus 2004 — 2006
Bachelor of Science (B.S.), Business Administration, International Business
Queensborough Community College 2001 — 2003
Associate of Science (A.S.), Business Administration
BankUnited April 2013 - Present
Herald National Bank, a wholly-owned subsidiary of BankUnited June 2008 - March 2013
Amalgamated Bank February 2008 - June 2008
Capital One, f/k/a North Fork Bank September 2001 - February 2008
Marathon Bank April 1998 - September 2001
Gutman, Mintz, Baker & Sonnenfeldt, P.C. April 1992 - April 1998
Embassy of Greece, Office of the Economic Minister 1988 - 1988
Skills
Loans, Banking, Loan Servicing, Commercial Banking, Commercial Lending, Operations Management, Executive Reporting, Laser Pro, Legal Research, Risk Management, Loans Administration, Management, Financial Services, Loan Documentation, Query and Reporting, Financial Risk, Baker Hill Exception..., Harland Laserpro, Legal Research and..., FIS Bankway, Fiserv Signature/CBS
Education
New England School of Law 1988 — 1991
JD, Law
State University of New York at Stony Brook 1985 — 1988
BA, English
Smithtown High School East 1981 — 1985
High School, High School
MTV2/ MTVU July 2015 - Present
Viacom September 2014 - Present
Amalgamated Bank June 2014 - September 2014
Craig Paulson Photography September 2013 - November 2013
The Album Room September 2013 - November 2013
Skills
Graphic Design, Photoshop, Illustrator, After Effects, InDesign, Adobe Acrobat, Lightroom, Adobe Creative Suite, Drawing, Microsoft Office, Advertising, Brochures, Office Management, Social Media, Social Marketing, Photography, Digital Illustration
Education
Pratt Institute 2011 — 2015
Bachelor of Fine Arts (B.F.A.), Graphic Design
HSBC June 2015 - Present
Suffolk County National Bank August 2013 - January 2015
M&T Bank March 2012 - August 2013
Amalgamated Bank February 2011 - March 2012
Marathon National Bank September 2008 - February 2011
Citibank March 2002 - June 2008
IBJ WHITEHALL BUSINESS CREDIT CORP July 1996 - March 2002
CHASE MANHATTAN BANK October 1992 - July 1996
The CIT GROUP/BUSINESS CREDIT, INC March 1989 - September 1992
Skills
Credit, Commercial Lending, Commercial Banking, Loans, Asset Based Lending, Banking, Credit Analysis, Financial Structuring, Corporate Finance, Finance, Financial Analysis, Portfolio Management, Risk Management, Financial Risk, Credit Risk, Small Business Lending, Restructuring, Business Development, Leveraged Finance, Underwriting, Asset Management, Commercial Finance, Middle Market, Working Capital..., Investments, Mergers & Acquisitions, Mortgage Lending, Structured Finance, Wealth Management
Education
New York University - Leonard N. Stern School of Business 1991 — 1996
M.B.A, Finance and International Business
University at Albany, SUNY 1983 — 1987
B.S, Accounting and Business
Dobbs Ferry Union Free School District August 2015 - Present
Dobbs Ferry Union Free School District April 2015 - Present
Clarkstown Central School District October 2014 - Present
NYCDOE August 2013 - May 2015
Preschool of America February 2013 - June 2013
Queens College Summer Camp June 2012 - August 2012
Amalgamated Bank January 2008 - January 2012
Brooks Eckerd Pharmacy August 2005 - September 2007
Skills
Customer Service, Coaching, Word, PowerPoint, Tutoring, Dance Instruction, Classroom Instruction, Early Childhood..., Lesson Planning, Educational Psychology, Writing Skills, Classroom, Writing, Microsoft Word, Teaching, Curriculum Design, Sales, Fundraising, Training, Dance
Education
Mercy College 2014 — 2015
Master's Degree, Teaching English as a Second or Foreign Language/ESL Language Instructor, K-12
Queens College 2009 — 2012
Bachelor, English, Elementary Education
J.P. Morgan June 2015 - Present
JPMorgan Chase June 2014 - Present
New Jersey Needs You May 2013 - Present
AlliedBarton Security Services July 2009 - Present
Accenture October 2013 - November 2013
Sponsors for Educational Opportunity June 2013 - August 2013
The Navigators Group, Inc. May 2013 - August 2013
Amalgamated Bank September 2007 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Java, Coaching
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2015
Bachelor of Science (BS), Accounting and Finance
Raritan Valley Community College 2010 — 2012
Associate's degree, Business Liberal Arts
Crown Bank May 2015 - Present
The Bank of Princeton October 2009 - April 2015
The Bank of Princeton October 2009 - April 2012
Amalgamated Bank 2002 - 2007
Skills
Accounting, Banking, Microsoft Office, Commercial Banking, Budgeting, Budgets, Cash Management, Accounts Payable, Financial Statements, Management, Financial Analysis, Auditing, Financial Reporting, Executive Management, Account Reconciliation, Finance
Education
City University of New York-Queens College 1971 — 1976
Bachelor's degree, Accounting and Economics
No other school
KPMG August 2015 - Present
U.S. Department of Housing and Urban Development July 2014 - July 2015
Capital One July 2013 - July 2014
Contractor - Capital One Bank July 2012 - July 2013
Amalgamated Bank November 2007 - June 2012
NHS of Southern Nevada June 2004 - November 2007
Las Vegas Housing Authority 2001 - 2004
City of Toledo 1999 - 2000
Lucas Metropolitan Housing Authority 1997 - 1999
US Navy July 1987 - June 1991
Skills
Loans, Real Estate, Mortgage Lending, Commercial Lending, Credit, Underwriting, Small Business Lending, Banking, Financial Analysis, Asset Managment, Investments, Strategic Planning, Portfolio Management, Due Diligence, Loan Origination, Commercial Banking, Affordable Housing, Finance, Community Re, First Time Home Buyers, Down Payment Assistance, Community Development, Asset Management, Financial Structuring, Commercial Real Estate, Real Estate Economics, Mortgage Banking, Analysis, Financial Modeling, Small Business, Real Estate Financing, Management, Mergers & Acquisitions, Refinance, Asset, Valuation, Brokerage, Investment Properties, Funding, Asset Based Lending, Structured Finance, Disposition, Real Estate Development, Real Estate Transactions, Loan Servicing, Residential Mortgages, Investors, FHA, Corporate Finance, Capital Markets
Education
Harvard University Kennedy School of Government 2006 — 2007
Executive Education, Community Development
Heidelberg College 1999 — 2001
Master of Business Administration (MBA), Business Administration
Lourdes College 1994 — 1996
Bachelor of Arts, Business Administration
The University of Toledo 1993 — 1995
Associate of Arts (AA), Real Estate
St. Francis de Sales High School 1984 — 1987
B MOORE CHILD CARE September 2013 - Present
LITTLE GIANTS August 2011 - August 2013
Amalgamated Bank 1999 - 2010
Skills
Commercial Banking, Banking, Credit, Loans, Commercial Lending, Credit Risk, Credit Analysis, Retail Banking, Portfolio Management, Financial Risk, Branch Banking, Small Business Lending, Psychotherapy, AML
Education
University of Phoenix 2007 — 2010
BS, Business Administration and Management, General
Amalgamated Bank October 2014 - Present
EagleBank 2008 - 2010
Fidelity and Trust Bank 2005 - 2008
Skills
Real Estate, Sales, Management, Marketing, Financial Analysis, Strategic Planning
Education
BB&T Management Development Program 2002 — 2003
University of North Carolina at Greensboro 1998 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
BB&T Management Development Program
Zions Bancorporation August 2014 - Present
The Bank of New York Mellon October 2006 - August 2014
JP Morgan Chase March 2005 - October 2006
Amalgamated Bank March 2004 - March 2005
Northern Trust May 2000 - August 2003
JP Morgan Chase October 1994 - May 2000
Ernst & Young September 1990 - November 1993
Education
Miami University 1986 — 1990
Miami University 1986 — 1990
Amalgamated Bank June 2012 - Present
Brooklyn Federal Savings Bank April 2006 - October 2012
Skills
Loans, Banking, Financial Risk, Fraud, Risk Management, Auditing, General Ledger, Accounting, Private Investigations, Budget, Microsoft Office, Microsoft Excel, Finance, Credit, Mortgage Lending, Mortgage Banking, Underwriting, Credit Analysis, Budgets, Loan Origination, Financial Analysis, FHA
Education
Hofstra University
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
NYIT
Master of Business Administration (MBA), Marketing
Amalgamated Bank May 2014 - July 2014
DRA Advisors LLC June 2013 - August 2013
Bell'O International June 2012 - August 2012
Driftwood Cabana Club May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Customer Satisfaction, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking
Education
Indiana University - Kelley School of Business 2011 — 2015
Finance - Real Estate
Altus Group June 2015 - Present
Middle Tennessee State University September 2011 - May 2015
TDK Development December 2013 - December 2014
InDevor (Innovative Development Organization) August 2012 - August 2013
Amalgamated Bank June 2013 - July 2013
Cummins Filtration May 2012 - July 2012
Youth About Business June 2009 - July 2011
Skills
Real Estate Development, Leadership
Education
Middle Tennessee State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance with concentration in Real Estate, 3.98
Riverdale High School 2007 — 2011
City National Bank of New Jersey May 2015 - Present
Amalgamated Bank December 2005 - Present
Skills
Account Reconciliation, Accounting, Financial Analysis, General Ledger, GAAP, Accounts Payable, Accounts Receivable, Fixed Assets, Variance Analysis, Sales Tax, 1099 Preparation, Accruals, Invoicing, Tax, Payments, Depreciation, Year-end Close, Banking, Financial Reporting, Cash Management, Financial Accounting, Loans
Education
Brooklyn CUNY 2004 — 2006
BS, Accounting
Kingsborough Community College 2001 — 2004
Associate's degree, Accounting
TVU networks June 2013 - Present
Robert Half International September 2009 - Present
Northstar Bank of Texas February 2011 - January 2012
Robert Half International September 2009 - February 2011
Amalgamated Bank August 2008 - August 2009
North Valley Bank September 2006 - July 2008
Skills
Marketing, Employee Relations, Talent Acquisition, Office Management, Business Development, Recruiting, Executive..., Travel Management, Onboarding, Heavy Calendaring, Mortgage Lending, Commercial Lending, Banking, Management, Administrative Functions, Expense Reports, Human Resources, Sales, Procedure Development, Escrow, Mortgage Insurance, Training
Education
San Francisco State University
Business Administration and Management, General
CLT Trucking March 2012 - Present
Feld Entertainment March 2011 - March 2012
BBVA Compass May 2010 - July 2011
BBVA September 2008 - May 2010
Neighborhood Initiatives Development Corporation December 2007 - September 2008
Amalgamated Bank December 2005 - October 2006
Amalgamated Bank September 2000 - November 2005
Skills
Banking, Employee Relations, AML, Spanish, Credit, Bank Secrecy Act, Outlook, KYC, Customer Service, Microsoft Excel, PowerPoint, Access, Accounts Payable, Finance, Loans, Payroll, Risk Management, Sales, Accounting
Education
University of Phoenix 2009 — 2014
Accounting
GCA 1984 — 1988
The College of New Jersey School of Business Alumni Chaper September 2010 - Present
Amalgamated Bank 2010 - 2012
The Bank of New York Mellon December 2000 - January 2009
The Chase Manhattan Bank 1998 - 2000
Bankers Trust 1996 - 1998
The Northern Trust Company 1994 - 1996
Citicorp 1984 - 1994
Skills
Mutual Funds, Equities, Portfolio Management, Financial Services, Securities, Asset Managment, Fixed Income, Relationship Management, Banking, Investments, Leadership, Cash Management, Management, New Business Development, Employee Benefits, Sales, Sales Management, Asset Management, Competitive Analysis, Training, Market Research, Strategic Planning, Risk Management, Finance, Business Development, Investment Management, Accounting, Strategy, CRM, Pensions, Strategic Financial..., Business Strategy, Marketing
Education
Pace University 1982 — 1984
M.B.A., Marketing
The College of New Jersey 1978 — 1982
B.S., Marketing
River Dell Regional High School
Ramirez Asset Management March 2010 - Present
Amalgamated Bank January 1998 - March 2010
J&W Seligman October 1995 - December 1997
Skills
Asset Management
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Economics, International Business
Oberlin College
BA, Economics
Stuyvesant H.S.
HS Diploma
Citi August 2012 - Present
Citi December 2010 - August 2012
The Judge Group October 2010 - December 2010
Amalgamated Bank October 1987 - July 2010
Skills
Compliance Management, Consumer Compliance, Fair Lending, Bank Secrecy Act, AML, USA PATRIOT Act, Risk Management, Bank Regulatory..., Compliance, Risk Assessment, Project Management, Banking Law, Banking, Anti Money Laundering, Credit Risk, OFAC, Policy, Retail Banking, Enterprise Risk..., Internal Audit, KYC, Mortgage Lending, Due Diligence, Financial Risk, Regulations, Leadership, Loans, Management
Education
City University of New York-Queens College
Bachelor of Arts, Economics
Morgan Joseph TriArtisan November 2013 - Present
Amalgamated Bank April 2011 - November 2013
J. C. Flowers & Co, LLC April 2007 - March 2011
Ullico May 2003 - June 2006
Metropolitan Television Alliance 2002 - 2004
Sony Electronics June 1999 - June 2002
Chyron Corporation June 1997 - June 1999
TELE-TV Systems October 1995 - May 1997
CBS Corporation February 1988 - October 1995
Bowery Savings Bank October 1985 - January 1988
Education
Lakewood high school
The George Washington University
M&T Bank November 2014 - Present
Amalgamated Bank April 2011 - November 2014
Bank of America November 2003 - April 2011
JP Morgan Chase 2000 - 2003
Dollar Dry Dock Bank 1980 - 1988
Dollar Dry Dock Bank 1980 - 1988
Dollar Dry Dock Bank 1980 - 1988
Education
Queens College
Signature Bank September 2012 - Present
Community National Bank April 2011 - September 2012
Amalgamated Bank May 2002 - February 2011
Skills
Remote Deposit Capture, Commercial Banking, Banking, Cash Management, Internet Banking
Education
Queens College 1995 — 1998
Cablevision February 2013 - Present
Mass Mutual Life Insurance Company October 2011 - Present
Signature Bank October 2008 - February 2011
Amalgamated Bank February 2006 - October 2008
Education
Queens College 2004 — 2009
BS, Accouting
Amalgamated Bank November 2010 - Present
Valley National Bank 2006 - 2010
NYSBD 1996 - 2005
Manufactures Hanover 1969 - 1989
Skills
OFAC, AML, Bank Secrecy Act, Banking, Financial Risk, Loans, Credit, KYC, USA PATRIOT Act, Risk Management, Credit Risk, Credit Analysis, Securities, Due Diligence, Financial Analysis, Auditing, Commercial Lending, Internal Audit, Operational Risk, Anti Money Laundering, Commercial Banking, Enterprise Risk..., Fraud
Education
LIU Brooklyn 1965 — 1969
BA, History, Economics, Political science
Long Island University, Brooklyn Campus 1964 — 1969
Bachelor of Arts (B.A.), Political Science and Government
Amalgamated Bank November 2013 - Present
Arbor Commercial Mortgage April 2013 - September 2013
The Bancorp Bank October 2012 - April 2013
The Situs Companies March 2011 - October 2012
Deutsche Bank AG March 2006 - September 2010
GE, Commercial Finance June 2005 - February 2006
Commercial & Industrial Finance Group September 2002 - June 2005
Skills
Valuation, CMBS, Asset Managment, Due Diligence, Loans, Investments, Financial Structuring, Structured Finance, Underwriting, Commercial Mortgages, Loan Servicing, Real Estate Economics, Financial Modeling, Portfolio Management, Loan Origination, Real Estate, Mortgage Lending, Credit, Securitization, Real Estate Financing, Credit Analysis, Capital Markets, Commercial Real Estate, Investment Banking, Risk Management, Credit Risk, Balance Sheet
Education
Northeastern University 1992 — 1996
Bachelors, Business Management
Amalgamated Bank September 2007 - Present
UBS Investment Bank November 2006 - September 2007
Prudential Financial January 2005 - November 2005
TD Waterhouse February 2000 - November 2005
Skills
Fixed Income, Prime Brokerage, Corporate Actions, Dividends, Securities, Bloomberg, Securities Lending, Settlement, Derivatives, Back Office, Middle Office, Hedge Funds, Risk Management, Capital Markets, Equities, Portfolio Management, Financial Services, Trading, Options, Financial Risk, Alternative Investments, AML, Asset Management, Mutual Funds, Investments, Banking, Bloomberg Terminal, Cash Management, Operational Risk, Investment Banking, Bonds, Relationship Management, Investment Management, Wealth Management, Credit Risk, Funding, FX Options, Loans, Credit, Financial Markets, Commercial Banking, Management
Education
University of Massachusetts, Amherst 1995 — 1999
B.A., Economics
Fieldston High School 1990 — 1994
Amalgamated Bank March 2006 - June 2015
Skills
Financial Analysis, Auditing, Account Reconciliation, Financial Risk, Internal Audit, Accounting, Banking, Microsoft Excel, PowerPoint, Corporate Finance
Education
Long Island University 2007 — 2010
MBA, Finance
Long Island University, Brooklyn Campus 2007 — 2010
MBA, Finance
Unity Electric Co., Inc April 2015 - Present
Amalgamated Bank May 2013 - April 2015
First Republic Bank June 2011 - May 2013
Allan Briteway Electrical Contractors Inc May 2010 - April 2011
Skills
Banking, Retail Banking, Mortgage Lending, Loans, Commercial Banking, Credit Analysis, Commercial Lending, Cash Management, Small Business Lending, Consumer Lending, Financial Modeling, Sales, Financial Services, Management, Cross Selling
Education
Ithaca College 2007 — 2010
Bachelor of Science (B.S.), Finance and Financial Management Services
Amalgamated Bank November 2010 - October 2013
Emigrant Bank May 1988 - October 2010
KPMG LLP May 1985 - May 1988
Ernst & Young May 1983 - May 1985
Skills
Financial Analysis, Banking, Accounting, Due Diligence, Corporate Finance, Auditing, Credit, Risk Management, Credit Risk, Financial Reporting, Mergers, Management, Strategic Financial..., Internal Controls, Finance, Managerial Finance, Budgets, Financial Services
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Management
University of Notre Dame 1979 — 1983
BBA, Accounting
Amalgamated Bank March 2015 - Present
Bank of America December 2010 - January 2015
Bank of America December 2010 - January 2015
Bank of America September 2006 - June 2009
Gmac Mortgage Corporation January 1999 - April 2003
Schueler & Company, Inc May 1997 - November 1998
Rutigliano Paper Stock Inc January 1996 - May 1997
Skills
Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Loan Origination, Risk Management, Sales Management, Business Analysis, Retail Banking, Sales, Financial Analysis, Process Improvement, Mortgage Banking
Education
Nassau Community College
Liberal Arts - Undergraduate
TD 2015 - Present
TriState Capital Bank 2013 - 2015
Capital One Bank 2009 - 2013
Amalgamated Bank 2008 - 2009
HSBC Bank USA 2004 - 2008
Bank Leumi USA 1985 - 2004
Skills
Loans, Banking, Credit, Underwriting, Private Banking, New Business Development, Portfolio Management, Structuring, Financial Analysis, Commercial Banking, Asset Based Lending, Funding, Business Strategy, Middle Market, Commercial Lending, Small Business Lending, Mergers, Loan Origination, Commercial Mortgages, Lines Of Credit, Business Development, Capital Markets, Cash Management, Credit Analysis, Corporate Finance, Credit Risk, Due Diligence, Executive Management, Finance, Financial Risk, Financial Services, Financial Structuring, Integrity, Mortgage Lending, Relationship Management, Real Estate, Restructuring, Wealth Management, Mergers & Acquisitions
Education
Iona College
MBA, Financial Management
University of South Florida
Bachelor of Science, Finance- Management
PARKWAY TOYOTA January 2014 - Present
Wayne Mazda October 2013 - January 2014
NAVEX Global August 2011 - August 2013
Morgan Stanley Smith Barney February 2009 - May 2010
Fidelity Investments February 2006 - January 2009
Amalgamated Bank October 2005 - January 2006
Morgan Stanley May 2000 - October 2005
Georgeson March 1999 - May 2000
Brown Brothers Harriman November 1998 - February 1999
Skills
Mutual Funds, Alternative Investments, Certificate of..., Notary Public
Education
New York University 1994 — 1998
Bachelor of Arts (B.A.), History
Saint Peter's Preparatry High School 1990 — 1994
People's United Bank August 2013 - Present
Aflac August 2010 - August 2013
Amalgamated Bank January 2010 - August 2010
M&T Bank June 2007 - January 2010
Washington Mutual Bank April 2002 - March 2007
Astoria Federal Savings March 1997 - March 2002
Skills
Credit, Small Business, Cash Management, Payroll, Small Business Lending, Customer Service, Financial Analysis, Loans, Insurance, Lines Of Credit, Real Estate, Commercial Banking, Sales, Business Development, Financial Services, Consumer Lending, Employee Benefits, Banking, Commercial Lending, Retail Banking, Mortgage Lending, Finance, Management, Process Improvement, Investments, Credit Analysis, Underwriting, Branch Management, Retail, Relationship Management, Loan Origination, Cross Selling, Business Planning, Branch Banking, Portfolio Management, Sales Management, CRM, Mortgage Banking, Deposits, Strategic Financial..., Customer Retention, Refinance, Coaching, Treasury Management, Customer Satisfaction, Analysis, Residential Mortgages, Mutual Funds
Education
Queens College
Vaugh College
Amalgamated Bank March 2010 - Present
Morgan Stanley March 2000 - April 2010
Chase May 1992 - March 2000
HSBC April 1988 - May 1992
Bowery Savings Bank 1980 - 1989
Skills
Banking, Loan Servicing, Middle Market, Commercial Lending, Commercial Banking, Financial Structuring, Private Banking, Loans, Credit Analysis, Small Business Lending, Capital Markets, Credit Risk, Credit, Finance, Mortgage Lending, Portfolio Management
Education
St. John's University, The Peter J. Tobin College of Business
BS-summa cum laude, Management
Federal Reserve Bank of New York August 2011 - Present
Ernst & Young March 2011 - June 2011
Morgan Stanley Smith Barney August 2010 - November 2010
Citigroup April 2005 - December 2009
EDS May 2001 - April 2005
Amalgamated Bank June 1998 - May 2001
St. Martin's Press March 1995 - June 1998
Minolta Corp September 1994 - January 1995
Skills
IT Audit, CISA, Risk Assessment, Information Technology, Internal Controls, CRISC, Metrics Reporting
Education
University at Albany, SUNY 1986 — 1990
BA, Jounalism
Amalgamated Bank June 2011 - Present
Sterling National Bank August 1996 - June 2011
Skills
Commercial Lending, Commercial Banking, Loans, Item Processing, ACH, Wire Transfers, Loan Servicing, Financial Services, Retail Banking, Business Analysis, Asset Based Lending, Disaster Recovery, Credit, Vendor Management, Bank Operations, IT Strategy, Risk Assessment, Internal Audit, Financial System..., Banking, Credit Analysis, Credit Risk, Portfolio Management, Financial Analysis, Management, Small Business Lending, Risk Management, Finance
Education
BAI Graduate School of Payments and Operations 2006 — 2008
Diploma, Bank operations and payments
Stonier Graduate School of Banking 2004 — 2005
Diploma
Fletcher School of Law and Diplomacy 1994 — 1996
Masters, Political Economy, International Law
University of Alabama in Huntsville 1990 — 1994
B.A., Political Science
Interperformances Inc, A Professional Sports Agency January 1994 - Present
Herbert L Rudoy Ltd, Law Firm, Specializing in Sports Law January 1984 - Present
Amalgamated Bank January 1979 - January 1984
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Leadership, Sales, Customer Service, Outlook, PowerPoint, Research, Banking
Education
University of Illinois
Bachelor of Arts, Liberal Arts and Sciences, Sociology
University of Illinois at Urbana-Champaign
Bachelor’s Degree, Liberal Arts and Sciences - Sociology
Amalgamated Bank December 2014 - Present
Citi June 2014 - November 2014
TD July 2012 - June 2014
Sovereign Bank January 2012 - August 2012
Sovereign Bank May 2010 - January 2012
Sovereign Bank March 2009 - May 2010
Skills
Loan Servicing, Auditing, Small Business Lending, Commercial Lending, Commercial Banking, Retail Banking, Loans, Credit, Credit Analysis, Banking, Consumer Lending, Branch Management, Lines Of Credit, Branch Banking, Management, Financial Services, Customer Service, Portfolio Management, Deposits
Education
Mercy College 2009 — 2012
BA, Business Administration; Finance
Capital One January 2012 - April 2015
JPMorgan Chase September 2011 - December 2011
Amalgamated Bank November 1999 - August 2011
Skills
Financial Risk, KYC, AML, Insurance, Retail Banking, Management, Commercial Banking, Banking, Financial Services, Vendor Management, Financial Institutions, Operations Management, Risk Management, Training, Operational Risk, Credit, Bank Secrecy Act, Mortgage Lending, Loans, OFAC, Portfolio Management, Anti Money Laundering, Project Management, Financial Analysis, Risk Assessment, Commercial Lending, Investment Banking, Investments, Small Business Lending, Business Analysis, Budgets, Finance, Fraud, Due Diligence, Enterprise Risk..., Fixed Income, Hedge Funds, USA PATRIOT Act, Equities, New Business Development, Relationship Management, Capital Markets, Process Improvement, Operational Risk..., Securities
Education
Mercy College
BA Business Administration w/ Specialization in Banking, Banking
Amalgamated Bank Operations Manager/ Asst Branch ManagerFlushing BankApril 2011 - February 2013
TD October 2006 - April 2011
Skills
Financial Services, Credit, Retail Banking, Banking, Risk Management, Loans, Commercial Banking, Small Business Lending, Portfolio Management, Financial Risk, Management, Credit Analysis, Mortgage Lending
Education
University of Phoenix 2009 — 2012
Bachelor of Science (BS), Health/Health Care Administration/Management
Kingsborough Community College 2005 — 2007
Associate of Science (A.S.), Biology, General
Metropolitan Commercial Bank (New York) September 2012 - Present
IDB Bank May 2010 - September 2012
Amalgamated Bank October 2006 - February 2010
Amalgamated Bank August 2006 - February 2010
Modern Bank, N.A. June 2005 - July 2006
Modern Bank May 2005 - June 2006
New York Community Bank June 2000 - May 2005
New York Community Bank August 1996 - May 2005
CFS Bank August 1996 - June 2000
North Fork Bank April 1995 - August 1996
Skills
Banking, Commercial Banking, Loans, Commercial Lending, Credit, AML, Risk Management, Credit Risk, Portfolio Management, Financial Risk, Credit Analysis, Small Business Lending, Retail Banking, Anti Money Laundering, Business Planning, Cash Management, Finance, Financial Analysis, Financial Services, Internal Audit, KYC, Management, Mortgage Lending, Operations Management, Treasury Management
Education
Hofstra University
Bachelor of Business Administration (BBA), Banking & Finance
Hofstra University
BBA, Banking & Finance
iStar Financial April 2015 - Present
Amalgamated Bank February 2010 - April 2015
RBS Citizens N.A. September 2007 - February 2010
Capital One June 2006 - September 2007
Bank Leumi June 2004 - June 2006
Skills
Commercial Lending, Refinance, Investment Properties, Loans, Underwriting, Development, Negotiation, Management, Portfolio Management, Construction Loans, Asset Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master of Business Administration (MBA), Finance, Real Estate
NYU School of Continuing and Professional Studies 2005 — 2009
Professional Certificate in Real Estate Finance and Investment
Trinity College-Hartford 2000 — 2004
BA, Economics, Computer Science
Amalgamated Bank June 2015 - August 2015
Kennedy Lillis Schmidt & English May 2015 - June 2015
Tulane Law Clinic January 2015 - May 2015
Porteous, Hainkel & Johnson, LLP July 2014 - August 2014
Galloway, Johnson, Tompkins, Burr & Smith, A PLC May 2014 - June 2014
Louisiana Court of Appeal, First Circuit June 2013 - November 2013
City Attorney's Office - New Orleans August 2012 - November 2012
Galloway, Johnson, Tompkins, Burr & Smith, A PLC May 2011 - July 2012
Prytania Theatre July 2009 - May 2011
Nature Conservation Council of New South Wales July 2010 - November 2010
Skills
Lifetime classical..., Proficient in Microsoft..., Proficient in Adobe, Research, Social Media, Non-profits, Editing, Event Planning, Community Outreach, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Performance Tuning, Nonprofits, Marketing, Courts
Education
Tulane University Law School 2012 — 2016
Juris Doctor (J.D.), Admiralty, Oil & Gas, Real Property Law
University of Cambridge Law School 2013 — 2013
Summer Study Abroad, E.U. Competition, E.U. Trade, U.K. Criminal Law
Tulane University - A.B. Freeman School of Business 2012 — 2016
Master of Business Administration (M.B.A.), Concentration in Finance
University of Sydney 2010 — 2010
Semester Study Abroad, English Literature (British and Commonwealth)
Tulane University 2008 — 2012
Bachelor of Arts, English, Minor in Music
TIAA-CREF July 2014 - Present
Citi April 2013 - July 2014
Wells Fargo Capital Finance May 2010 - April 2013
Amalgamated Bank July 2006 - February 2010
Barclays Capital May 2005 - May 2006
Thomson Reuters March 2004 - May 2005
IBM Corporations March 2004 - December 2004
DEUTSCHE BANK/SCUDDER INVESTMENT July 2001 - November 2002
MORGAN STANLEY & CO. INCORPORATED February 1994 - June 2001
Skills
Compliance, Vendor Management, Outsourcing, Risk, Contract Negotiations, Procurement, Mergers, Negotiation, Strategy, Sourcing, Contract Management, Governance, Due Diligence, Supply Chain, Sarbanes-Oxley Act, Team Management
Education
University of New Haven
Bachelor of Science (BS), International Studies
Yale University/University of New Haven -Paralegal
Amalgamated Bank April 2015 - Present
JPMorgan Chase August 2013 - March 2015
Capital One September 2010 - July 2013
Capital One 2007 - January 2011
Capital One Financial November 2005 - 2007
Skills
Retail Banking, Commercial Banking, Acquisition Integration, Financial Modeling, Financial Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2001 — 2003
MBA, 2003
University of Michigan 1992 — 1996
BSE, Industrial Engineering
Amalgamated Bank May 2015 - Present
Amalgamated Bank November 1983 - April 2015
Tata Consultancy Services August 1981 - November 1983
HCL Technologies August 1978 - July 1979
Skills
Banking, Strategy, Management, Enterprise Architecture, Risk Management, Governance, Vendor Management, Business Analysis, Project Management, Financial Services, Change Management, IT Strategy, Security, Leadership, Information Technology, SDLC, Business Strategy, Program Management, Retail Banking, Integration, Process Improvement, Information Security..., CRM, Financial Risk, AML, CISA, Operational Risk, Mergers & Acquisitions, Finance, Business Development, Credit Risk, Outsourcing, Cloud Computing, IT Audit, Business Process, Enterprise Risk..., Product Management, Business Intelligence, Internet Banking, Commercial Banking, Budgets, Data Center, Business Continuity, Relationship Management, Information Security, Disaster Recovery, Analysis, Consulting, Credit Cards, Fraud Management
Education
Fairleigh Dickinson University-Metropolitan Campus 1992 — 1994
MBA, Information Systems, GPA 4.0
Indian Institute of Science 1979 — 1981
MS, Computer Science, Electronics, GPA 3.8
Jadavpur University 1973 — 1978
BS, Electronics and Telecommunications
National City Bank January 2012 - August 2014
Amalgamated Bank June 2011 - November 2011
Education
Lourdes College
LEEDING BUILDERS GROUP LLC April 2014 - Present
Striano Electric Co., Inc. 2012 - April 2014
KJA 2007 - 2011
Amalgamated Bank 2007 - 2008
Kohler Co. 2004 - 2007
Zakary Hagemann Architects September 2001 - January 2004
Skills
Project Management, AutoCAD, Construction Management, Interior Design, FDNY Expediting, Estimating, Primavera P6, Space-planning, Team Building, Project Planning, Furniture, Value Engineering, Strategic Planning, Customer Service, Microsoft Office, Retail, Budgets, CAD, Contractors, Renovation, Construction Drawings, Construction, Contract Management, Contract Negotiation, LEED, Process Scheduler, Sales, Space planning, Submittals, Space Planning
Education
New York University 2012 — 2014
Master of Science (MS), Construction Management
New York Institute of Technology-Old Westbury 1999 — 2003
Bachelor of Arts (B.A.), Interior Architecture
Team America September 2015 - Present
Amalgamated Bank July 2015 - August 2015
EY May 2015 - June 2015
Mercy College September 2014 - May 2015
Forever 21 December 2012 - March 2013
Alianza Dominicana Inc. January 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, At Multitasking, Time Management, Customer Service, Academic Tutoring, Leadership, Tax Preparation
Education
Mercy College 2012 — 2016
Public Accounting, Junior
George Washington High School 2008 — 2012
High School, 9-12th
The Community Preservation Corporation September 2012 - Present
Amalgamated Bank March 2000 - July 2011
AEON Corporation May 1996 - March 2000
AEON Corporation of Western Japan December 1994 - May 1996
AEON Corporation of Western Japan October 1992 - December 1994
Skills
Employee Training, Performance Management, Recruiting, Incentive Programs, Employee Benefits, Employee Relations, Deferred Compensation, Benefits Administration, Hiring Practices, Talent Management, HR Transformation, Human Resources, Payroll, Project Management, HR Policies, Management, Sourcing, Time Management, Applicant Tracking..., New Hire Orientations, Technical Recruiting, Talent Acquisition, Labor Relations, Training, Onboarding, Leadership, Strategic Planning, Interviews, Workforce Planning, Internet Recruiting, HRIS
Education
University of Alabama 1982 — 1986
BA, Communications
Cornell University School of Industrial and Labor Relations
Certificate, Collective Bargaining
Cornell University School of Industrial and Labor Relations
Certificate, Contract Administration
Amalgamated Bank June 2007 - December 2014
Lowenstein Sandler LLP 1999 - 2007
Skills
AML, Securities, Corporate Law, Due Diligence, Mergers & Acquisitions, Employment Law, Bank Secrecy Act, OFAC, Capital Markets, Fraud, Commercial Litigation, Investments, Securities Regulation
Education
New York University School of Law 1981 — 1984
Doctor of Law (JD)
Georgetown University
Bachelor's degree, History
SANTEE PRINT WORKS September 2003 - Present
Amalgamated Bank May 2001 - December 2002
Temco Service Industries January 2001 - May 2001
Farrell Lines Inc. (P&O Nedlloyd Ltd.) October 1998 - July 2000
Morgan Stanley December 1997 - October 1998
CROSSLAND SAVINGS/ REPUBLIC NY CORP (HSBC USA) October 1987 - September 1996
Skills
Microsoft Excel, Account Reconciliation, Accounts Payable, Microsoft Word, Accounting, JD Edwards, GAAP, Financial Statements, General Ledger, Spreadsheets, Windows, Payroll, IBM iSeries, AS400, Accounts Receivable, Auditing, Financial Reporting, Bank Reconciliation, M & D, MSA
Education
St. Francis College
B.A., Liberal Arts
Dealertrack Technologies November 2013 - Present
VinSolutions March 2012 - July 2013
Infiniti of Clarendon Hills July 2011 - February 2012
Grand Motors October 2007 - July 2011
Finance America, division of Lehman Brothers May 2004 - June 2006
Amalgamated Bank February 2002 - April 2004
First Security Mortgage LLC February 1992 - February 2002
Skills
Salesforce.com, Sales Process, Automotive, Customer Retention, Team Building, Customer Service, New Business Development, Account Management, Customer Satisfaction, Management, CRM, Sales Management, Marketing, Sales, Marketing Strategy, Sales Operations, Operations Management, Selling, Forecasting, Negotiation, Profit, Project Management, Process Improvement, Strategy, Business Development, Training, B2B, Lead Generation, Competitive Analysis, SEO, Direct Sales, Digital Marketing, Cold Calling, Sales Presentations, Business Planning, Leadership, Start-ups, Online Marketing, Market Planning, Team Leadership, Product Marketing, Retail, Strategic Partnerships, Online Advertising, Social Media Marketing, E-commerce, Market Analysis, Email Marketing, SEM
Education
Lake Forest College 1983 — 1987
B.A., Urban Planning
Cash Man Financial Services November 2008 - Present
Amalgamated Bank September 2003 - May 2005
Merrill Lynch March 1998 - August 2003
Skills
NCAA Basketball Official, Commercial Banking, Wealth Management, Credit, 401k, Banking, ATM networks, Marketing, Sales
Education
Seton Hall University 1986 — 1990
Liberal Arts and Sciences/Liberal Studies
Rutgers University
AnnRainePhotography December 2011 - Present
Amalgamated Bank September 2007 - December 2011
Araine LLC November 2004 - September 2007
Morgan Stanley March 2003 - November 2004
Endymion Systems 2000 - 2002
Cotelligent 1999 - 2002
Cotelligent December 1998 - September 1999
Cotelligent May 1998 - December 1998
Cotelligent/Chamberlain Assoc February 1997 - May 1998
LOgica, Inc. January 1995 - February 1997
Skills
Budgeting, Planning, Financial Analysis, Mentoring, Corporate Development, Performance Improvement, Process Engineering, Forecasting, Team Building, P&L, Strategic Planning, Budgets
Education
Thunderbird School of Global Management
none, languages
University of Arizona
ba, latin american affairs
Amalgamated Bank May 2015 - Present
Amalgamated Bank August 2014 - May 2015
Amalgamated Bank July 2013 - August 2014
Organizing for America - Obama Biden 2012 February 2012 - November 2012
Obama for America October 2007 - November 2008
Morgan Guaranty (now JP Morgan Chase) 1985 - 1992
Chemical Bank 1982 - 1985
Skills
GOTV, Research, Astrophysics, Community Outreach, Votebuilder, Grassroots Organizing, Phone Banking, Political Campaigns, Community Organizing, Political Organization, Nonprofits, Political Communication, Policy Analysis, Voter Education, Political Science, Volunteer Management, Politics, Political Management, Volunteer Recruiting, Public Policy, Fundraising, Public Speaking, Political Consulting, Grassroots Fundraising, Canvassing, Voter Registration, Volunteer Training, Spanish, Legislative Relations, Voter Contact, International Relations, Campaigns, Policy, Grants
Education
Harvard University
AB, Astronomy and Astrophysics
NHLPA 2011 - Present
Amalgamated Bank 2010 - January 2012
Amalgamated Life Insurance Company 2009 - January 2012
UNITE 2003 - 2004
Skills
Employee Relations, Public Speaking, Collective Bargaining, Coaching, Employee Benefits, Labor Relations, Conflict Resolution, Employment Law, Social Media, Change Management, Research, Strategic Planning, Strategic Communications, Negotiation, Performance Management, Policy
Education
Queen's University
B.Comm
University of Toronto
MIR
Ullico Investment Company, Inc. February 2010 - Present
Amalgamated Bank October 1998 - January 2010
IBEW 1974 - 1998
Skills
Portfolio Management, Investments, Asset Management, Alternative Investments, Real Estate, Due Diligence, Socially Responsible..., Capital Markets, Asset Managment, Valuation, Investment Strategies, Structured Finance, Financial Analysis, Cash Management, Investment Management, Financial Modeling, Equities
Education
The Johns Hopkins University - Carey Business School 1995 — 1997
MS, Real Estate
University of Maryland University College
BS
Amalgamated Bank 2013 - Present
Sciens Real Estate Management, LLC 2008 - 2011
Feltrim Development NA, Inc. 2006 - 2007
Clear Springs Land Company, LLC 2004 - 2006
Education
New York University
Master's in Real Estate, Finance/Investment, 3.79
University of Florida
BSBA, Finance, 3.36
Amalgamated Bank August 2014 - Present
Amalgamated Bank June 2013 - July 2014
Amalgamated Bank July 2012 - June 2013
MRY August 2012 - May 2013
Rodale September 2011 - December 2011
College Prowler September 2011 - November 2011
Collective May 2011 - September 2011
St. John's University September 2010 - May 2011
United Business Media November 2010 - January 2011
Dada Entertainment February 2010 - October 2010
Skills
Advertising, Social Networking, Market Research, Public Speaking, Microsoft Office, Marketing, Social Media, PowerPoint, Facebook, Time Management, Research, Social Media Marketing, Media Relations, Strategy, Event Management, Integrated Marketing, Digital Marketing, Marketing Communications, Marketing Strategy, Online Advertising, Product Marketing, Competitive Analysis, Adobe Creative Suite, Account Management, Digital Media, Salesforce.com..., Salesforce Marketing..., Salesforce Watercooler, Project Management
Education
General Assembly 2015 — 2015
Analytics, 10-Week Technology Course
St. John's University 2009 — 2013
Bachelor’s Degree, Marketing, Mass Communications
J.P. Morgan October 2011 - Present
Amalgamated Bank May 2011 - October 2011
HighTower Advisors -- Treasury Partners May 2009 - April 2011
Bear Stearns, a division of JPMorgan May 2003 - May 2009
CIBC World Markets April 2000 - April 2003
Skills
Money Market Funds, Cash Management, Treasury Management, Commercial Banking, Asset Managment, Investments, Portfolio Management, Asset Management, Cash, Financial Analysis, Financial Markets, Liquidity, Bloomberg, Bonds
Education
New York University 1997 — 1999
MA, Economics
New York University 1989 — 1993
BA, Economics
Regional Bank - NYC Metropolitan Area June 2012 - Present
Amalgamated Bank December 2006 - February 2011
Contractor (HPFS, KPMG, CEIS Review, Inc.) January 1999 - December 2005
ABN AMRO Bank N.V. November 1992 - August 1998
Skills
Underwriting, Loan Review, Credit Process Review, Due Diligence, Credit Portfolio..., Loan Documentation, Regulatory Requirements, Loans, Portfolio Management, Banking, Credit Analysis, Asset Based Lending, Loan Origination, Leveraged Finance, Commercial Lending, Credit, Financial Modeling, Corporate Finance, Risk Management, Fixed Income, Capital Markets, Credit Risk, Financial Risk, Structured Finance, Commercial Banking, Financial Analysis, Financial Structuring, Treasury Services, Valuation, Relationship Management, Cash Management, Treasury Management, Cash Flow Lending, Finance, Residential Mortgages, Alternative Investments, Basel II, Enterprise Risk..., Risk Assessment, Retail Banking, Syndications, Small Business Lending, Financial Services, Asset Management, Investment Banking, Middle Market, Lines Of Credit
Education
St. Francis College
B.A., Economics
St. John's University
30 post-graduate credit hours, Finance
Amalgamated Bank October 2012 - Present
Deutsche Bank June 2010 - September 2012
UBS December 2008 - January 2010
Goldman Sachs April 2007 - November 2008
IPC Information Systems February 2005 - October 2006
GE Railcar Services September 2002 - February 2005
GE Capital January 1995 - August 2002
Downstate Junior Volleyball Club January 1989 - January 2002
GE Capital August 1989 - December 1994
Skills
Financial Management, Budgeting, Metrics, Forecasting, Strategic Planning, Contract Negotiations, Vendor Management, Financial Analysis, Process Improvement, Business Planning, Change Management, Team Leadership, Financial Reporting, Team Building, Offshore Outsourcing, Offshore Management, Budgets, Managerial Finance, Leadership, Contract Negotiation, Strategy, Business Strategy, Program Management, Outsourcing, Financial Modeling, Finance, Analysis, Management, Training, Due Diligence, Recruiting, Human Resources, Portfolio Management, Project Management, Project Planning, Negotiation, Analytics, Six Sigma, Risk Management
Education
Northwestern University - Kellogg School of Management 2003 — 2006
MBA, Marketing, Management & Organziations, 4.0
Yale University 1984 — 1988
BA, applied math and economics
New York University - Leonard N. Stern School of Business 2006 — 2006
Business Ethics, International Business, Marketing
Amalgamated Bank August 2015 - Present
Avenir March 2008 - July 2015
Pfizer June 2005 - August 2007
Pfizer April 2004 - June 2005
Pfizer October 2001 - April 2004
Skills
Business Analysis, Business Intelligence, IT Strategy, Cross-functional Team..., Financial Analysis, Financial Modeling, Finance, Governance, PMP, Strategy, Management Consulting, Business Strategy, Program Management, Change Management, Vendor Management, Project Management, Strategic Planning, CRM, Management
Education
Georgetown University 1997 — 2001
BS, Language and Linguistics
New York University - Leonard N. Stern School of Business 2000 — 2000
Business Coursework for Non-Business Majors Undergrad, Business Administration and Management, General
Warwick Valley High School 1993 — 1997
Amalgamated Bank December 2014 - Present
The White House September 2013 - December 2014
Organizing for Action January 2013 - September 2013
Presidential Inaugural Committee December 2012 - January 2013
Obama for America April 2011 - November 2012
Democratic National Committee February 2009 - March 2011
Presidential Inaugural Committee December 2008 - January 2009
Obama for America February 2007 - November 2008
Capital Strategies January 2006 - February 2007
Tom Jacobson Productions May 2005 - January 2006
Skills
Politics, Political Campaigns, Political Consulting, Fundraising, Public Policy, Policy Analysis, Public Speaking
Education
University of Southern California 2000 — 2004
Bachelor of Arts (B.A.)
The Blake School 1987 — 2000
High School Diploma
WEAPONIZED CREATIVITY May 2014 - Present
Lester's NYC January 2014 - Present
Jones Lang LaSalle March 2012 - November 2012
Amalgamated Bank September 2011 - March 2012
Royal Society for the Protection and Care of Animals 2010 - 2011
TD Bank USA 2006 - 2010
A Southern Season 2005 - 2006
Banana Republic 2002 - 2005
Skills
Recruiting, Sourcing, Onboarding, Employee Relations, HR Policies, Applicant Tracking..., College Recruiting, Banking, Performance Management, Talent Acquisition, Talent Management, Employee Engagement, Social Media, Microsoft Office, ADP Payroll, Commercial Real Estate, Diversity & Inclusion, Visual Merchandising, Retail Marketing, ADP ReportSmith, Nonprofits, Building Relationships, Creative Merchandising, Animal Welfare, Marketing Strategy, Creative Writing, Adobe Creative Suite, Art History, Contemporary Art, Customer Loyalty..., Customer Experience, Copy Editing, Building Customer..., Intern Program..., Career Development, Project Management, Mentoring, Staffworks, Store Operations, New Store Openings, Philanthropy, Compensation Strategies, Interior Design, Trendspotting, Strategic Partnerships, Inventory Management, Internal Audit
Education
UCSB
Bachelor of Arts (B.A.), History of Art and Architecture
st clement's
IDB Bank September 2015 - Present
Webster Business Credit November 2013 - Present
Rosenthal & Rosenthal September 2013 - November 2013
Sun National Bank September 2011 - August 2013
Amalgamated Bank August 2010 - September 2011
Citibank July 2007 - August 2010
North Fork Bank April 2001 - July 2007
Skills
Commercial Lending, Banking, Loans, Asset Based Lending, Middle Market, Commercial Banking, Credit Analysis, Credit, Finance, Small Business Lending, Corporate Finance, Portfolio Management
Education
St. John's University, The Peter J. Tobin College of Business
Securitas Security Services USA, Inc. July 2012 - Present
British Telecom Americas June 2008 - July 2012
FGIC November 2005 - March 2008
Amalgamated Bank November 2003 - November 2005
College of Saint Elizabeth March 2001 - November 2003
Lewco Securities January 1998 - September 2001
Skills
Interaction Center..., Data Center, IP, Change Management, Cisco Technologies, VoIP, Unified Communications, Managed Services, Security, Telecommunications, WAN, Vendor Management, ITIL, Network Design, IT Service Management, Project Management, Telephony, Switches, Avaya, Troubleshooting, Disaster Recovery, Ethernet, MPLS, Program Management, LAN-WAN, Wireless
Education
St. Francis University 1992 — 1996
BA, Management, MIS
Amalgamated Bank Chief Admin OfficerNorth Fork BankSeptember 2002 - April 2005
JP Morgan Chase June 1990 - September 2002
Chase Manhattan Corporation/Chemical Bank 1981 - 2002
Chemical Bank September 1981 - June 1990
Skills
Asset Management, Banking, Capital Markets, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Risk, Financial Services, Governance, Mergers, Operational Risk, Retail Banking, Strategy, Leadership, Strategic Planning, Team Building
Education
Syracuse University 1976 — 1978
mpa, urban planning
University of Connecticut 1970 — 1974
Summit Realty LLC January 2010 - Present
Amalgamated Bank January 2009 - October 2009
Starbucks Coffee Co. May 2006 - June 2008
Hallmark Cards August 1974 - May 2006
Education
Marist College 1970 — 1974
B.A., History
yorktown High school 1966 — 1970
high scool diploma, college prep
The Bank of Tokyo-Mitsubishi UFJ, Ltd August 2015 - Present
HSBC May 2013 - August 2015
City National Bank of New Jersey March 2011 - April 2013
Municipal Credit Union February 2008 - March 2011
Amalgamated Bank July 2006 - February 2008
Sterling National Bank June 2005 - May 2006
Affinity Federal Credit Union August 2001 - July 2004
Skills
Compliance, Risk Management, Banking, BSA, AML, Risk Assessment, Bank Secrecy Act, USA PATRIOT Act, OFAC, Enterprise Risk..., Investigation, Private Investigations, Financial Risk, Due Diligence, Financial Services, Fraud, Regulations, Securities, Credit, Operational Risk..., Operational Risk, Portfolio Management, Retail Banking, Credit Risk, Mortgage Lending, KYC, Commercial Banking, Finance, Internal Audit, Corporate Governance, Suspicious Activity..., Financial Analysis, Derivatives, Capital Markets, Credit Analysis, Fixed Income, Investments, Anti Money Laundering
Education
Penn State University 1991 — 1995
Bachelor of Arts, Labor Studies and Industrial Relations/Business Administration
Direct Edge January 2012 - Present
JetBlue Airways February 2009 - Present
AIG Global Investment Group June 2009 - January 2012
Cohen & Steers Capital Management, Inc October 2007 - December 2008
Amalgamated Bank February 1998 - October 2007
Allied Signal January 1997 - August 1998
Skills
ITIL v3 Foundations..., vSphere, VMware Infrastructure, Storage Area Networks, HP EVA, 3PAR
Education
New Jersey Institute of Technology 1988 — 1990
Amalgamated Bank February 2008 - Present
Skills
Banking, Due Diligence, Loans, Legal Writing, Finance, Legal Research, Corporate Finance, Financial Analysis, Litigation
Education
New York Law School 2004 — 2007
Innovest Systems August 2011 - Present
JP MorganChase December 2007 - August 2011
Fidelity Capital Markets February 2007 - October 2007
JPMorgan Chase August 2005 - February 2007
Amalgamated Bank 2005 - 2006
Deutsche Bank 1999 - 2004
Deutsche Bank 1999 - 2004
PFPC 1995 - 1999
State Street Bank September 1985 - July 1993
Skills
Equities, Risk Management, Vendor Management, Financial Services, Fixed Income, Portfolio Management, SDLC, Business Requirements, Integration, Requirements Gathering, Securities, Accounting, Quality Assurance
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
BS, Accounting
Amalgamated Bank Vice President, Real EstateBank of New YorkApril 2005 - May 2007
JP Morgan Chase January 1981 - January 2005
Education
New York University
BS, Finance
Pace University - Lubin School of Business
MBA
Wells Fargo July 2011 - Present
Amalgamated Bank October 2010 - March 2011
National Penn Bank January 2009 - September 2010
Citibank November 2006 - September 2007
Bayerische Landesbank April 2000 - September 2002
Banca di Roma April 1999 - April 2000
JPMorgan Chase April 1989 - September 1998
Skills
Credit, Capital Markets, Banking, Commercial Lending, Small Business Lending, Loans, Commercial Banking, Underwriting, Credit Risk, Portfolio Management, Risk Management, Financial Structuring, Asset Based Lending, Syndications
Education
Siena College 1984 — 1988
Bachelor of Science, Finance
Vestal Senior High School 1980 — 1984
NYS Regents Diploma, College Prep
Modern Bank, N.A. September 2011 - Present
The Provident Bank April 2010 - August 2011
Millennium bcpbank April 2006 - April 2010
Hudson United Bank 2005 - 2006
Amalgamated Bank November 2000 - April 2005
Skills
BSA/AML Compliance, Regulatory Compliance, Bank Secrecy Act, USA PATRIOT Act, Risk Assessment, Risk, Risk Management, AML, OFAC, Investigations, Compliance Management, Due Diligence, KYC, Policy, Privacy, BSA, Enterprise Risk..., Financial Risk, Compliance, CAMS, Operational Risk, Banking, Fraud, Operational Risk..., Credit Risk, Commercial Banking, CIP, Credit, Financial Services, Regulations, Internal Controls, Auditing, Loans, Credit Analysis, Analysis, Financial Institutions, Commercial Lending, Capital Markets, Securities, Anti Money Laundering
Education
University of Massachusetts, Amherst
Bachelor of Arts, History
stuyvesant high schol
Math and Science
National Bank of Kuwait 2010 - Present
Bank of East Asia December 2008 - February 2010
Intesa Sanpaolo 2006 - 2009
Amalgamated Bank January 2007 - January 2008
Bank of Communications Limited April 2004 - February 2007
Bank Polska 1993 - 1996
Skills
Corporate Finance, Credit Risk, Portfolio Management, Investments, Banking, Credit, Credit Analysis, Investment Banking, Business Development, Syndications, Management, Loans, Capital Markets, Structured Finance, Analysis, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance
St. John's University, The Peter J. Tobin College of Business
BA, Business Management
Amalgamated Bank 1998 - 2005
Education
New York University
Marquarie Securities July 2009 - September 2010
Royal bank of Canada May 2008 - September 2008
Western Assets Management – Legg Mason June 2007 - May 2008
E-Trade January 2007 - June 2007
UBS October 2005 - December 2006
Amalgamated Bank August 2005 - September 2005
Optech January 2003 - December 2004
Orbitex Data Services November 2001 - December 2002
Integrated Fund Services / Cincinnati Ohio June 2000 - June 2001
Bankers Trust / Deutsche Bank October 1998 - June 2000
Skills
Corporate Actions, Settlements, Cash, Banking, Accounts Payable, Capital Markets, Variance Analysis, Investment Banking, Internal Audit, Trading, Operational Risk, Mutual Funds, Account Reconciliation, Financial Markets, Equities, Investments, FX Options, Payments, Derivatives, Financial Statements, Mergers, General Ledger, Financial Services, Bonds, Cash Management
Education
New York Institute of Technology 1982 — 1985
None, Accounting / Business
Amalgamated Bank February 2015 - Present
Seaport Properties September 2014 - February 2015
Atlantic Coast Mortgage, LLC May 2013 - October 2013
1st Commonwealth Bank of Virginia March 2009 - December 2012
Archwood Mortgage November 2006 - March 2009
1st Service Bank March 2001 - August 2006
Acacia Federal Savings Bank September 1986 - March 2001
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, FHA, Training, Refinance, Credit Analysis, VA loans, Residential Mortgages, Leadership, Mortgage Marketing, Banking, Credit, FHA financing, Construction Loans, FHA Financing
Education
Marymount University
Neuberger Berman September 2014 - Present
Amalgamated Bank November 2011 - September 2014
Consulting Services July 2010 - November 2011
JP Morgan Chase & Co, (initially hired by The Bear Stearns Co. Inc.) December 1989 - June 2010
Custodial Trust Company (a subsidiary of The Bear Stearns Co. Inc.) 2001 - May 2009
Bear Stearns January 2001 - March 2008
Custodial Trust Company 1989 - 2001
Federal Reserve Bank of New York 1986 - 1989
Skills
Wealth Management, AML, Securities Lending, Compliance, Banking, Corporate Governance, Mergers, Securities, Enterprise Risk..., Trust, Regulatory Affairs, OFAC, Chief Compliance Officer, Credit, Loans, Portfolio Management, Alternative Investments, Capital Markets, KYC, Financial Services, Equities, Risk Management, Fixed Income, Financial Risk, Operational Risk, Strategy, Mergers & Acquisitions, Investment Banking, Derivatives, Private Banking, Due Diligence, Private Equity, Structured Finance, Anti Money Laundering
Education
Temple University - James E. Beasley School of Law 1978 — 1981
Juris Doctor
Temple University - Fox School of Business and Management 1974 — 1978
BBA, Economics
Pall Corporation October 2013 - Present
Benefit Management Solutions July 2013 - October 2013
Telephonics Corporation April 2010 - July 2013
EVO Merchant Services August 2009 - 2010
Amalgamated Bank April 2007 - August 2009
Skills
Employee Benefits, Human Resources, HRIS, Benefits Administration, Onboarding, FMLA, Employee Relations, Talent Acquisition, HR Policies, Interviews, Recruiting, New Hire Orientations
Education
Molloy College 2008 — 2010
MBA, Business Management
Reliance Trust Company August 2006 - April 2008
Amalgamated Bank July 2000 - August 2006
Education
Stony Brook University 1989 — 1994
North Carolina Department Health and Human Services\Division of Public Health October 2012 - June 2013
EcaMex LLC February 2011 - April 2013
Emigrant Bank August 2010 - January 2011
United Nations May 2008 - August 2010
GlaxoSmithKline June 2007 - May 2008
Amalgamated Bank October 2001 - April 2007
Skills
Cisco Technologies, VMware, Project Management, Linux, Vendor Management, Microsoft Office, Customer Service, Process Improvement, Routers, Microsoft Excel, Security, VPN, Networking, Firewalls, CCNA, Active Directory, Disaster Recovery
Education
New York Institute of Technology 2003 — 2007
August Martin
August Martin
Sunnsyside Federal S&L December 2011 - April 2013
Several Companies November 2009 - October 2010
Amalgamated Bank July 2004 - November 2009
Banco di Napoli July 1981 - April 2002
Skills
Credit Analysis, Credit Risk, Auditing, Capital Markets, Credit, Banking, Structured Finance, Loans, Commercial Banking, Financial Structuring, Commercial Lending, Financial Risk, Asset Based Lending, Leveraged Finance, Underwriting, Retail Banking, Loan Origination, Finance, Due Diligence, Investment Banking, Fixed Income, Portfolio Management, Cash Flow Lending, Asset Management, Investments, Syndications, Cash Management, Middle Market, Corporate Finance, Financial Modeling, Financial Institutions, Project Finance, Basel II, Valuation, Financial Services, Financial Analysis, Cash Flow, Private Equity, Risk Management, Restructuring, Equities
Education
The New School
M.A., Economics
University of Connecticut
B.A., Economics
BankUnited August 2013 - Present
Hypothekenbank Frankfurt AG (f/k/a Eurohypo) May 2011 - August 2013
Amalgamated Bank May 2007 - February 2011
Bank of New York Mellon 2005 - 2007
JPMorgan Chase 1981 - 2005
Skills
Portfolio Management, Real Estate, Underwriting, Relationship Management, Commercial Lending, Credit Risk, Risk Management, Restructuring, Mezzanine, asset sales, Negotiation, Financial Analysis, Financial Modeling, Mortgage Lending, Investment Banking, Cash Management, Not for Profit, Corporate Finance, Derivatives, Real Estate Financing, Securitization, Asset Based Lending, Financial Risk, Leveraged Finance, Private Banking, Budgets
Education
New York University
BS, Economics
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance, General
Amalgamated Bank 2013 - Present
Amalgamated Bank 2013 - 2013
The Berkshire Bank 2012 - 2013
Banco Popular North America 2009 - 2012
Banco Popular North America 2007 - 2009
Alliance Mortgage Banking Corp. 2002 - 2007
Washington Mutual 1999 - 2002
Dime Savings Bank of New York 1996 - 1999
Dime Savings Bank of NY 1994 - 1996
The Dime Savings Bank of New York 1991 - 1994
Skills
Financial Reporting, Credit, Loans, Financial Analysis, Banking, Accounting, Budgeting, Auditing, Excel, SOX, Forecasting, Corporate Finance, PowerPoint, Word, Analysis, Documentation, Internal Controls, Microsoft Office, Audit, Financial Accounting, Mortgage, Reconciliation, Credit Analysis, Budgets
Education
Hofstra University
Amalgamated Bank
Skills
Loans, Mortgage Lending, Banking, Commercial Lending, Commercial Banking, Credit, Credit Analysis
Education
Monmouth College 1996 — 2000
Bachelor, Business Administration
Maklary & Co February 2011 - Present
The Enosys Group 2014 - 2015
Amalgamated Bank September 2010 - February 2011
Citibank December 1996 - 2009
BANKERS TRUST COMPANY 1988 - 1996
Merrill Lynch 1985 - 1988
Skills
Performance Measurement..., Barra Aegis, Total..., Index selection, Green Lawns, GIPS, Equities, Mutual Funds, Fixed Income, Investments, Financial Risk, Institutional..., Bloomberg, Derivatives, Investment Management, Investment Strategies, Hedge Funds, Financial Services, Asset Management, Securities, Financial Markets, Capital Markets, Portfolio Management, Alternative Investments, Asset Allocation, Middle Office, Risk Management, Banking, Investment Banking, Private Equity, Wealth Management, Trading, Trading Systems, Investment Advisory
Education
Kean University 1979 — 1983
BS, Quanitative Method & Operations Research & Management
Amalgamated Bank August 2015 - Present
HSBC March 2014 - July 2015
Cathay Bank November 2011 - December 2013
First Regional Bank May 2005 - July 2010
Mellon 1st Business Bank August 2003 - May 2005
Skills
Cash Management, Project Management, Banking, Supplier Evaluation, Commercial Banking, Treasury Management, ACH, Product Management
Education
Los Angeles City College 2000 — 2002
Amalgamated Bank July 2014 - Present
Investors Bank October 2012 - July 2014
Marathon National Bank of New York December 2011 - October 2012
Ridgewood Savings Bank March 2008 - December 2011
LibertyPointe Bank October 2006 - February 2008
Skills
Commercial Real Estate, Commercial Lending, Relationship Management, Underwriting, Credit Analysis, Risk Management, Real Estate Economics, Loans, Credit, Loan Origination, Mortgage Lending, Portfolio Management, Banking, Commercial Banking, Commercial Mortgages
Education
ABA Stonier National School of Banking at University of Pennsylvania 2010 — 2012
Graduate Certificate, Banking
Queens College 1994 — 1999
Bachelors, Economics and Accounting
Independent January 2014 - Present
Amalgamated Bank July 2006 - June 2013
NYC Dept of Buildings June 2003 - August 2004
Education
University at Buffalo 2000 — 2004
Bachelor of Science (B.S.), Computational Physics
Various November 2012 - Present
OncoMed Oncology Pharmacy June 2011 - August 2012
PAY-O-MATIC CORPORATION June 2009 - November 2010
Amalgamated Bank September 2006 - November 2008
Steinway & Sons October 2004 - August 2006
Bank of Smithtown April 1994 - April 2004
Albrecht, Viggiano, Zureck & Co, CPA's September 1987 - April 1994
Skills
Accounting, Auditing, Internal Controls, Sarbanes-Oxley Act, Cash Management, GAAP, Internal Audit, Forecasting, Mergers & Acquisitions, Tax, Sarbanes-Oxley, Account Reconciliation, Managerial Finance, Budgets, Banking, Financial Reporting, Variance Analysis, Payroll, Financial Analysis, Accounts Receivable, SEC filings, Finance, Financial Statements, US GAAP, Business Planning, QuickBooks, Fixed Assets, Accounts Payable, Analysis, Process Improvement
Education
Long Island University, C.W. Post Campus
Master’s Degree, Accounting, 3.95
State University of New York at Buffalo
Bachelor's degree
J.P. Morgan Chase April 2014 - Present
JPMorgan July 2006 - March 2014
Amalgamated Bank 2004 - 2006
Citi December 1999 - June 2004
Skills
Financial Services, CRM, Banking, Treasury Management, Equities, Financial Modeling, Fixed Income, Portfolio Management, Risk Management, Capital Markets, Product Management, Treasury, Securities, Sales, Strategy, Management, Investment Banking, Mergers & Acquisitions, Product Development, Derivatives, Financial Risk, Hedge Funds, Commercial Banking, Leadership, Cash Management, Due Diligence, Investments, Credit, Project Management, Analysis
Education
LIU Post 1980 — 1983
MBA, Marketing
State University of New York College at Oneonta 1977 — 1979
Bachelor of Arts (B.A.), Sociology
Amalgamated Bank April 2015 - Present
Amalgamated Bank March 2014 - April 2015
Amalgamated Bank May 2013 - February 2014
MKP communications inc. 2010 - April 2013
MKP communications inc. December 2008 - 2010
E*TRADE Financial April 2008 - December 2008
Education Road Institute March 2007 - March 2008
YBM Education August 2006 - March 2007
Education
Jacksonville University 2002 — 2006
B.A.
Design Accents April 2012 - Present
Passaic County Public Schools September 2010 - Present
Amalgamated Bank May 1999 - October 2006
Skills
QuickBooks, Accounting, Banking, Financial Statements, Financial Analysis, Mutual Funds, Fund Of Funds, Management
Education
Manhattan College 1995 — 2000
bs, Accounting & CIS
Citi June 2011 - Present
Amalgamated Bank May 2010 - June 2011
Banco Popular North America 2008 - May 2010
Banco Popular North America 2002 - 2008
Bank of America 1994 - 2001
Crestmont Federal Savings 1990 - 1994
Skills
Training, Small Business Lending, Program Management, Product Management, Banking, Management, Product Development, Leadership, Retail Banking, Loans, Coaching, Budgets, Marketing, Executive Management, Credit, Integration, Retail, Sales, Commercial Banking
Education
University of Virginia 2003 — 2006
Retail Executive Bank Management
Middlesex County College 1986 — 1987
Segal Rogerscasey October 2003 - Present
Amalgamated Bank 1993 - 2003
WR Berkley 1990 - 1993
JP Morgan 1987 - 1990
Skills
Investment Advisory, Portfolio Strategy, Alternative Investments, Portfolio Management, Equities, Fixed Income, Asset Allocation, Capital Markets, Investments, Investment Management, Hedge Funds, Valuation, Asset Management, Private Equity, Pensions, Asset Managment, Pension Funds, Investment Strategies, Mutual Funds, Trading, Wealth Management, Securities, Due Diligence, Bloomberg
Education
New York University 1985 — 1987
MPA
Temple University 1981 — 1985
BA
Amalgamated Bank Help DeskIndependence Community Bank [now Sovereign]1995 - 2006
Sovereign Bank 1995 - 2006
Education
St. Francis College 1991 — 2006
B.A, Information Systems
Erste Bank February 2008 - April 2012
Amalgamated Bank June 2004 - January 2008
Skills
Structured Finance, Cash Management, Credit Risk, Banking, Credit Analysis, Loans, Capital Markets, Credit, Fixed Income, Financial Structuring, Corporate Finance, AML, Leveraged Finance, Financial Risk, Retail Banking, Trade Finance, Trade Operations, Nostro Reconciliation, SWIFT messaging, LIBOR, Eurodollars, Drawdown, Rollovers, Syndicate, Secondary Offerings
Education
State University of New York at Stony Brook 1987 — 1991
Bachelor of Science (BS), Applied Math
Amalgamated Bank February 2002 - Present
California National Bank 1996 - 2001
Skills
Commercial Lending, Loans
Education
University of Santo Tomas 1979 — 1983
Bachelor of Science, Psychology
The Brooklyn Hospital Center October 2014 - Present
SCOR May 2012 - June 2012
LIM College September 2011 - April 2012
Amalgamated Bank August 2009 - August 2010
QBE the Americas July 2007 - February 2009
Skills
Healthcare, BLS, ACLS, Orthopedics, Human Resources, Employee Benefits, HRIS, Payroll, Onboarding, New Hire Orientations, Performance Management, Employee Relations, Talent Acquisition, Insurance, PowerPoint, Microsoft Excel
Education
Pace University-New York 2012 — 2014
Master of Science (M.S.), Physician Assistant
University at Albany, SUNY 2004 — 2007
Bachelor's, Psychology
American University of Rome 2006 — 2006
Harris Corporation March 2013 - Present
BAE Systems Information Solutions April 2010 - February 2013
Dynamics Research May 2005 - March 2010
Native American Management Services 1999 - 2003
New York City Economic Development Corporation 1996 - 1998
Amalgamated Bank 1987 - 1996
Skills
FAR, Government Contracting, Deltek, DoD, Contract Management, Proposal Writing, Defense, Costpoint, Security Clearance, Government, DFAR, Administrative..., Microsoft Word, Microsoft Excel, Defense Contracting, Policy, Government Procurement
Education
The College of New Rochelle 1988 — 1993
BA, Liberal Arts
Signature Bank July 2007 - Present
Amalgamated Bank October 1970 - June 2007
Skills
Investments
Education
Queens College 1967 — 1971
BA, liberal arts
Amalgamated Bank February 2012 - Present
U.S. Coast Guard October 1998 - Present
NYC Local 147 Tunnel Workers (Sandhogs) October 1998 - Present
Congress Asset Management January 1990 - August 2009
Education
Siena College 1982 — 1986
B.S., Finance
Bergen Catholic High School 1978 — 1982
Accume Partners October 2011 - Present
Amalgamated Bank May 2007 - June 2011
United Jersey Bank 1988 - 2001
Education
New Jersey Institute of Technology 1996 — 1998
Master of Science, Management
Rutgers University 1984 — 1987
Bachelor of Arts (BA), Economics
Michaels Arts and Crafts June 2014 - Present
Mars September 2011 - October 2013
Follett Higher Education Group August 2004 - May 2009
NYC Human Resources June 2003 - November 2003
NYC Department of Finance November 2002 - March 2003
Chase Manhattan Bank November 1989 - February 2001
Amalgamated Bank October 1988 - November 1989
Skills
Customer Service, Invoicing, Payroll, Data Entry, Management, Retail, Leadership
Education
Monroe College 2009 — 2011
MBA, business management
Monroe College 2003 — 2005
BBA, Accounting
Monroe College 1989 — 1991
AOS, Accounting
Amalgamated Bank October 2012 - Present
Integrated Asset Services December 2010 - July 2012
CREMAC August 2008 - December 2010
Summit Investment Management January 2005 - July 2008
DVI Business Credit November 2002 - December 2004
Skills
Financial Modeling, Asset Managment, Due Diligence, Portfolio Management, Valuation, Credit Analysis, Asset Management, Real Estate, Capital Markets, Loans, Management, Credit, Investments, Restructuring, Private Equity, Corporate Finance, Structured Finance
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2011
MBA, Finance
Randolph-Macon College 1995 — 1999
BA, Economics and Business
First Central Savings Bank August 2015 - Present
Community National Bank September 2013 - July 2015
Sevenska Handelbanke September 2012 - August 2013
Erste Group Bank February 2008 - April 2012
Amalgamated Bank June 2004 - January 2008
Lloyds TSB Bank, PLC March 2004 - May 2004
Fleet Boston Financial Group (Bank of America October 2000 - July 2003
International Asian Bank(s) January 1991 - September 2000
Skills
Banking, Investment Banking, Corporate Finance, Credit Analysis, Fixed Income, Portfolio Management, Credit, Commercial Lending, Financial Analysis, Risk Management, Commercial Banking, Loans, Finance, Financial Risk, Credit Risk
Education
SUNY Stony Brook 1987 — 1991
Bachelor of Science (BS), Applied Mathematics
Amalgamated Bank 2013 - Present
CIT 2003 - 2013
Dresdner Kleinwort Wasserstein 2002 - 2003
IBJ Whitehall Bank & Trust Company 2001 - 2002
Dresdner Kleinwort Wasserstein 1998 - 2001
AT&T Capital Corporation 1995 - 1998
AT&T Capital Corporation 1991 - 1995
US Leasing International, Inc. 1988 - 1991
Dearborn Capital Corporation 1981 - 1988
Ford Motor Credit Company 1976 - 1981
Education
University of Michigan-Dearborn
The University of Detroit 1979 — 1982
MBA Master of Business Administration, Finance
The University of Michigan - Dearborn 1972 — 1976
BS Bachelor of Science, Accounting and Marketing
Amalgamated Bank January 2012 - Present
Wilmington Savings Bank October 2011 - Present
Crowe Horwath LLP 1976 - 2009
Skills
Audit Committee
Education
University of Notre Dame 1962 — 1966
BBA-Accounting, Accounting
Investors Bank May 2013 - Present
Amalgamated Bank May 2006 - December 2012
JP Morgan Chase August 2003 - March 2006
Skills
Marketing Strategy, Marketing Communications, Product Management, Public Relations, Commercial Banking, Credit, Commercial Lending, Loans, Banking, Marketing, Credit Analysis, Credit Risk, Business Development, Financial Services, Strategy, Relationship Management, Financial Risk, AML, Investments, Asset Managment, Team Building, Management, Asset Based Lending, Cross Selling
Education
Montclair State University 1970 — 1974
Bachelor of Arts (B.A.), Political Science and Government
Fairleigh Dickinson University-Florham Campus
Incredible Feets April 2010 - Present
Amalgamated Bank 1989 - 2009
Skills
AML, Account Reconciliation, Auditing
Education
University at Albany, SUNY 1985 — 1989
BA, Business Mgt, Sociology
Investors Bank July 2013 - Present
TD Bank November 2007 - June 2013
Amalgamated Bank September 2003 - November 2007
Sumitomo Mitsui Banking Corporation October 1997 - January 2002
Bank of Tokyo-Mitsubishi UFJ December 1984 - October 1997
Skills
Commercial Banking, Corporate Banking, Loan Origination, Commercial Lending, Portfolio Management, Underwriting, Credit Analysis, Credit, Loans, Credit Risk, Structured Finance, Middle Market, Asset Based Lending, Financial Analysis, Leveraged Finance, Cash Management, Financial Risk, Capital Markets, Financial Structuring, Investments, Cross Selling, Private Equity, Investment Banking, Treasury Management, Syndications, Corporate Finance, Asset Management, Banking, Commercial Mortgages, Small Business Lending, Lines Of Credit, Private Banking, Financial Services, Mortgage Lending, Financial Institutions, Finance, Trade Finance, Retail Banking, Relationship Management
Education
Pace University Graduate School of Business
MBA, Financial Management
Michigan State University
BA, Finance and Accounting
Amalgamated Bank June 2012 - Present
JPMorgan Chase January 1995 - June 2012
KPMG July 1991 - December 1994
Skills
Financial Structuring, Investment Banking, Financial Analysis, Portfolio Management, Credit Risk, Credit, Loans, Mergers & Acquisitions, Restructuring, Capital Markets, Corporate Finance, Structured Finance, Credit Analysis, Leveraged Finance, Private Equity, Asset Based Lending, Valuation, Hedge Funds, Financial Modeling
Education
Rutgers, The State University of New Jersey - Rutgers Business School
BS, Accounting
Gabelli Asset Management August 2010 - Present
Amalgamated Bank May 2006 - July 2010
DEUTSCHE ASSET MANAGEMENT (formerly Zurich Scudder Kemper Invest) May 2004 - May 2006
Global Institutional Group June 2002 - May 2004
Zurich Scudder Investments May 2001 - June 2002
Zurich Scudder Investments March 1998 - May 2001
BNY Mellon July 1996 - March 1998
INTERPAYMENT SERVICES LTD January 1993 - December 1995
Skills
Asset Management, Fixed Income, Equities, Portfolio Management, Investments, Hedge Funds, Alternative Investments, Mutual Funds, Bloomberg, Bonds
Education
Saint John's University 1986 — 1990
BA, Political Science
St. John's University
Amalgamated Bank August 2012 - Present
MetLife Home Loans October 2010 - July 2012
GRP Financial Services Corp January 2007 - January 2009
Accredited Home Lenders Holding Co May 2007 - August 2007
Argent Mortgage Co January 2004 - January 2007
Education
University of Scranton 1995 — 1999
University of Scranton
Bachelor of Arts, Communication
Amalgamated Bank 2013 - Present
People's United Bank 2010 - 2012
Arbor Realty Trust 2007 - 2010
Capital One (formerly North Fork Bank) 2002 - 2007
Independence Community Bank 1999 - 2002
Skills
Commercial Mortgages, Loans, Banking, Credit, Real Estate, Portfolio Management, Valuation, Asset Managment
Education
University of Massachusetts, Amherst
BBA / Isenberg School of Management
Appraisal Institute
M.A.I. curriculum
Signature Bank July 2013 - Present
Amalgamated Bank July 2010 - July 2013
Skills
Asset Based Lending, Loans, Commercial Lending, Middle Market, Portfolio Management, Credit, Loan Origination, Banking, Commercial Banking, Financial Modeling, Capital Markets, Cash Flow Lending, Leveraged Finance, LBO, Valuation, Financial Structuring, Structured Finance, Financial Services, Finance, Credit Analysis
Education
New York University 1987 — 1990
Bachelor's degree, Economics
Amalgamated Bank December 1997 - Present
Apple Bank for Savings October 1990 - December 1997
Skills
Asset Management, Process Improvement, Budgeting, Telecom Infrastructure, Telecommunications..., Telecommunications..., Telecom Expense..., Nortel switches, Rightfax, SONET Deployment, Project Management
Education
SUNY Stony Brook
OfficeOps July 2004 - Present
New York University October 2000 - March 2007
Amalgamated Bank September 2003 - October 2004
Seymour Rosenberg, Esq. May 2002 - September 2003
Skills
Management, Access Database, Bookkeeping, Event Management, Event Planning, Nonprofits, Tax Preparation, Editing, Non-profits, QuickBooks, Production Support, Legal Documents, Choreography, Production Managment, Dramaturgy, Social Media, Customer Service, Fundraising, Research, Performing Arts, Dance, Budgets, Film, Mail Merge, Travel Arrangements, Executive Calendar..., Google Adwords, Google Calendar, Stage Management, Photoshop, NYS Notary Public
Education
New York University 2000 — 2003
Bachelor of Fine Arts, Dance
Allianz asset management September 2013 - Present
Allianz Global Investors February 2012 - September 2013
JPMorgan Chase September 2011 - February 2012
Amalgamated Bank December 2010 - February 2011
IFS, (INTERNATIONAL FUND SERVICES) February 2008 - July 2009
THE BANK OF NEW YORK MELLON January 1998 - February 2008
Skills
General Ledger, QA Analysis, Research, Reconciliation, Accounts Receivable, Accounts Payable, portfolio accounting, Testing, Accruals, Reconciliations, Account Reconciliation, Financial Reporting, Spreadsheets, Journal Entries, Excel, Fund Accounting, Outlook, Due Diligence, Pivot Tables, Business Analysis, Cost Accounting, Accounting, Analysis, Internal Controls, Microsoft Excel, Finance, Internal Audit, Process Improvement, Equities, Financial Analysis, Corporate Finance, Securities, Invoicing, Fixed Income, Microsoft Office, Microsoft Word, Financial Accounting
Education
St. Francis College 1988 — 1995
BS, Business Administration, Management and Operations
Bishop Ford Central Catholic High School 1984 — 1988
Atlantic Stewardship Bank March 2011 - Present
Amalgamated Bank March 2010 - March 2011
TD Bank Group January 1998 - March 2010
Skills
Commercial Lending, Credit, Commercial Banking, Small Business Lending, Loans, Commercial Real Estate, Structured Finance, Credit Analysis, Mortgage Lending, Commercial Mortgages, Lines Of Credit, Loan Origination, Consumer Lending, Portfolio Management, Credit Risk, SBA, Asset Based Lending, Banking, Mortgage Banking, Cash Flow Lending
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1993
BA, Economics
RHS
Amalgamated Bank April 2015 - Present
Citi Private Bank July 2014 - April 2015
Citi Private Bank January 2014 - July 2014
The Law Offices of Aaron Katsman, P.C. October 2010 - November 2013
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Legal Research, Real Estate, Mortgage Lending, Residential Homes, Loans, Legal Documents, Refinance, Sales, Finance, Notary Public, Banking, Underwriting
Education
New York University
Paralegal Studies
State University of New York College at Buffalo
Bachelor of Science (BS)
Berken Energy January 2015 - Present
Cosmos Marine Brokers September 2014 - Present
Amalgamated Bank November 2013 - August 2014
Amalgamated Bank January 1989 - January 2005
Chase Manhattan Bank August 1977 - August 1985
Skills
Commercial Lending, Loans, Banking, Commercial Banking, Financial Risk, Risk Management, Management, Customer Service, Finance, Financial Services, Portfolio Management, Alternative Investments, Mortgage Lending, Small Business Lending, Credit Analysis, Asset Management, Strategic Planning, Financial Structuring, Financial Analysis, Capital Markets, Strategy, Strategic Financial...
Education
New York University 1970 — 1975
MBA, Management
Seton Hall University
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
St. Vincent de Paul Society, Lithia Springs Surveillance AnalystFSC SecuritiesOctober 2012 - Present
Bell Capital Management November 2006 - August 2008
SouthTrust Bank December 2002 - July 2005
Amalgamated Bank January 1996 - July 2002
Skills
Banking, Portfolio Management, Customer Service, Analysis, Investments, Customer Relations, Trading, Accounting, Asset, Compliance, Series 7, Strategic Financial..., Payroll, Financial Analysis, Securities
Education
Keller Graduate School of Management
M.A.F.M. M.B.A
Kennesaw State University
B.B.A, Finance
Starwood Mortgage Capital June 2011 - Present
Amalgamated Bank March 2010 - June 2011
Deutsche Bank 2000 - 2009
Skills
Due Diligence, Mergers, Real Estate, CMBS
Education
Georgetown University 1993 — 1997
Bachelors of Science, Finance
Chaminade H.S. 1989 — 1993
Potomac Business Services, LLC May 2014 - Present
US Bank April 2012 - November 2013
Greenbear Capital LLP December 2010 - March 2012
Amalgamated Bank April 2007 - September 2010
Washinton Mutual March 2001 - May 2007
BNY Mellon 1997 - 2001
JPMorgan Chase April 1989 - May 1997
Skills
Loans, Asset Managment, Commercial Lending, Private Equity, Banking, Asset Management, Credit, Investment Banking, Real Estate Transactions, Equities, Credit Risk, Credit Analysis, Real Estate Economics, Corporate Finance, Commercial Banking, Valuation, Mortgage Lending, Real Estate, Financial Modeling, Financial Analysis, Capital Markets, Financial Risk, Portfolio Management, Financial Structuring, Loan Origination, Investment Advisory, Investment Properties, Real Estate Financing
Education
University of North Carolina at Chapel Hill
Master of Public Finance, Finance, Business, Public Administration
Capital One July 2013 - Present
Capital One October 2011 - Present
Capital One 2013 - 2013
Amalgamated Bank September 2010 - September 2011
Astoria Federal Savings July 2007 - September 2010
Doral Bank June 2004 - June 2007
HSBC February 2003 - September 2003
Skills
Loans, Small Business Lending, Commercial Lending, Commercial Banking, Banking, Credit, Mortgage Lending, Credit Analysis, Loan Origination, Financial Services, Portfolio Management, Retail Banking, Mortgage Banking, Underwriting, Relationship Management, Onboarding, Coaching, People Development
Education
Pace University 1998 — 2002
BBA Business Administration, Business Management
Pace University 1998 — 2002
BBA Business administration/Marketing, Business Management
Amalgamated Bank June 2014 - Present
Sterling National Bank September 2013 - April 2014
Presidential Life June 2002 - December 2012
Sands Brothers & Co. October 1998 - February 2001
TIAA-CREF October 1997 - October 1998
PNC September 1995 - October 1997
Skills
Disability Insurance, Fixed Annuities, Equities, Portfolio Management, Insurance, Investments, Fixed Income, Bloomberg, Financial Analysis, Financial Risk, Financial Modeling, 401k, Retirement, Risk Management, Underwriting, Private Equity, Valuation, Asset Management, Mergers & Acquisitions, Finance, Securities, Mutual Funds, Asset Allocation, Alternative Investments, Capital Markets, Forecasting, Strategy, Equity Research, Bonds, Financial Markets, Credit Risk, Series 63, Fixed Income Analysis, Wealth Management, Investment Strategies, Trading, Credit, Series 7, Financial Services, Wealth Management..., Credit Analysis, Strategic Financial..., Financial Advisory, Hedge Funds
Education
Pace University - Lubin School of Business 1998 — 2002
MBA, Finance
Temple University 1991 — 1995
BBA, Finance & Economics
UBS April 2012 - Present
Situs April 2012 - Present
Amalgamated Bank August 2010 - April 2012
Capital One April 2009 - August 2010
CW Capital May 2005 - August 2008
Nomura July 2003 - April 2005
J.P. Morgan July 2001 - July 2003
Skills
Underwriting, Due Diligence, Loans, Real Estate Economics, Asset Management, Financial Modeling, Portfolio Management, Valuation
Education
Texas A&M University 1996 — 2000
B.S., Finance
Federal Home Loan Bank of New York 1984 - Present
US Trust Company 1978 - 1984
Amalgamated Bank 1975 - 1978
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
American Institute of Banking 1976 — 1978
Bachelor's Degree, Banking and Financial Support Services
Philippine Normal University
BS Education
Federal Reserve Bank of New York December 2010 - Present
Federal Reserve Bank of New York February 2008 - December 2010
Federal Reserve Bank of New York May 2006 - February 2008
Amalgamated Bank July 2003 - June 2006
RV Kuhns & Associates January 2000 - June 2003
Skills
Treasury, Alternative Investments, Fixed Income, Bloomberg, Investment Strategies, Capital Markets, Hedge Funds, Equities, Asset Allocation, Portfolio Management, Trading, Asset Managment, Derivatives, Valuation, Financial Modeling, Fund Of Funds, Investments, Securities, High Yield, Investment Banking, Asset Management, Bonds, Financial Markets, Structured Products
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
Masters, Finance
University of Oregon - Charles H. Lundquist College of Business 1993 — 1997
BA, Finance, Minor in Economics
NYC Environmental Protection February 2012 - Present
Vintage Brooklyn Mobile Show Room LLC September 2008 - Present
Amalgamated Bank November 2005 - July 2009
Education
University of Phoenix 2009 — 2012
Amalgamated Bank February 2010 - February 2011
AIG March 1997 - May 2009
Education
Marist College
Bachelor of Science (BS), Finance
Rutgers Graduate School of Management
Master of Business Administration (MBA), Finance
ARCTRUST Marketing 2002 - Present
Merrill Lynch January 2001 - November 2002
Amalgamated Bank 1988 - 2000
Skills
Marketing Strategy, Online Advertising, Marketing Communications, Social Media Marketing, Microsoft Office, Marketing, Digital Marketing, Advertising, SEO, PowerPoint, Email Marketing, Web Design, New Business Development, Customer Service, Account Management, Project Management, Creative Direction, Sales, Sales Management, Direct Marketing, Market Research, Negotiation, Digital Media, Business Strategy, Digital Strategy, Microsoft Word, Copywriting, Event Management, Public Relations, Business Relationship..., Client Development, Business Analysis, Budget, Process Improvement, Business Process..., Business Process Design, Process Control, SEM, E-commerce, E-commerce Consulting, E-commerce SEO, E-commerce Optimization, Operations Management, Wholesale Banking, Finanv
Education
Pace University
Amalgamated Bank July 2013 - Present
UNFCU August 2009 - June 2013
UNFCU January 2005 - July 2009
UNFCU August 2001 - January 2005
Skills
Multi Tasking, Subject Matter Experts, Credit Analysis, Underwriting, Credit Risk, Member Relations, Process Improvement, Customer Service, Customer Satisfaction, Customer Experience, Customer Acquisition, Call Center, Cross Selling, User Acceptance Testing, Loans, Loan Origination, Consumer Lending, Credit, Banking, Retail Banking, Credit Cards, Sales, Bank Secrecy Act, Commercial Lending, Mortgage Lending, Refinance, Insurance, Residential Mortgages, Small Business Lending, Call Centers, Management, Payments, Risk Management, Financial Risk, Lines Of Credit, Financial Services
Education
State University of New York at New Paltz 1998 — 2001
Bachelors of Science, Biology
Manhattan College 1995 — 1998
Pre-Medicine/Pre-Medical Studies
Beal Bank November 2013 - Present
NEFCU December 2007 - November 2013
Amalgamated Bank December 2003 - December 2007
Dimes Savings Bank of Williamsburgh December 2000 - December 2003
Skills
Banking, Retail Banking, Loans, Commercial Banking, Branch Banking, Consumer Lending, Small Business Lending, Cross Selling, Credit, Lines Of Credit, Commercial Lending, Loan Origination, Finance, Credit Unions, Branch Management, Cash Management, Mortgage Lending, Networking, Business Networking, Sales Management, Operations Management
Education
Pace University - Lubin School of Business 1992 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General