BARCLAYS BANK OF NEW YORK
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BARCLAYS BANK OF NEW YORK Employees
PNC Wealth Management Senior Vice PresidentU.S. Trust Company2000 - 2008
United Jersey Bank/ Summit Bank June 1990 - September 2000
Barclays Bank of New York 1985 - 1990
Irving Trust Company 1978 - 1985
Office of the Comptroller of the Currency 1973 - 1978
Skills
Wealth Management, Private Banking, Banking, Credit, Commercial Lending, Credit Analysis, Loans, Investments, Asset Allocation, Strategic Financial..., Financial Services, Asset Management, Commercial Banking, Risk Management, Financial Analysis
Education
Fairfield University 1969 — 1973
BS, Business Management
National Bank of New York City June 2012 - January 2013
Hudson Valley Bank September 2011 - March 2012
Patriot National Bank February 1999 - September 2011
Bank of Great Neck/North Fork Bank 1990 - 1997
Barclays Bank of New York 1977 - 1989
Education
Long Island University, Brooklyn Campus
BS & MBA, Business Finance & Economics
Lincoln Financial Group October 2014 - Present
American Express Co. January 1997 - September 2014
DELTA AIRLINES, RALEIGH-DURHAM AIRPORT February 1994 - December 1997
BARCLAYS BANK OF NEW YORK September 1981 - December 1992
Skills
Call Centers, Credit Cards, Customer Experience, Banking, Financial Services, Customer Service, Relationship Management, Credit, Customer Satisfaction, Payments, Process Improvement, Supervisory Experience, Customer Retention, Retail Banking, Business Analysis, Lotus Notes
Education
University of Phoenix 2008 — 2010
Associate of Arts (AA), Business
Principal - IMPERIAL APPRAISALS, LLC September 2015 - Present
Hudson Valley Bank January 2011 - August 2015
IMPERIAL APPRAISALS, LLC June 2001 - January 2011
BANK OF AMERICA June 1999 - June 2001
Lehman Brothers July 1997 - June 1999
TOYO TRUST & BANKING CO July 1996 - July 1997
FIRST NATIONWIDE BANK June 1993 - July 1996
Barclays Bank of New York January 1992 - June 1993
Lincoln Savings Bank April 1991 - January 1992
n/a August 1985 - April 1991
Skills
Real Estate, Valuation, Commercial Real Estate, Due Diligence, Real Estate Economics, Loans, Portfolio Management, Finance, Mortgage Lending, Asset Management, Financial Modeling, Credit, Real Estate Financing, Banking, Loan Origination
Education
New York University 1998 — 1999
M.S., Real Estate Finance
Appraisal Institute
Baruch College
B.A
UBS January 1988 - Present
UBS Wealth Management 1988 - Present
Barclays Bank of New York September 1978 - January 1988
Skills
Letters of Credit, Banking, Credit Risk, Credit Analysis, Credit, Financial Risk, FX Options, Trade Finance, International Trade, Structured Finance, Structured Products, Fixed Income, Equities, Investment Banking, Private Banking
Education
Marymount Manhattan College 1975 — 1979
ba, Business Education
First Data Merchant Services August 2003 - Present
Fleet National Bank 1996 - 2003
Fleet National Bank 1995 - 1996
NatWest Bank 1993 - 1995
Barclays Bank of New York 1989 - 1992
Barclays Bank of New York 1986 - 1989
Marine Midland Bank 1984 - 1986
Marine Midland Bank 1981 - 1984
Skills
Banking, Credit, Finance, Financial Services, Business Analysis, Credit Risk, Credit Analysis, Regulatory Compliance
Education
Fordham University
Bachelor of Arts (BA), French Studies-Economics
United States Department of the Interior, National Park Service April 2011 - March 2013
Department of Defense, United States Navy August 2009 - April 2011
Prudential Zack Shore Properties 2006 - 2009
Heritage House Sotheby's International Realty 2003 - 2006
Morgan Stanley Asia Limited January 1997 - March 2000
ABN AMRO Bank N.V. (MeesPierson) January 1995 - December 1996
Nomura Securities International January 1992 - December 1994
Barclays Bank of New York 1989 - 1992
United States Marine Corps September 1979 - July 1983
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2001
Master of Business Administration (M.B.A.), Entrepreneurial Business Management
Pepperdine University 1987 — 1988
Bachelor's Degree, International Business/Trade/Commerce
American University of Paris 1985 — 1986
International Business/Trade/Commerce
Brookdale Community College 1983 — 1985
Associate's Degree, International/Global Studies
DIAGEO NORTH AMERICA 1993 - Present
Hobbs Group 1998 - 1999
Fortune Brands 1986 - 1993
AMF Industries 1985 - 1986
Barclays Bank of New York 1980 - 1985
Skills
Enterprise Risk..., Risk Management, Insurance, Management, Sarbanes-Oxley Act, Financial Risk, Forecasting, Business Strategy, SAP, Financial Analysis, Negotiation, Risk Assessment, Strategic Planning, Budgets, Strategy, Financial Modeling, Change Management, Business Analysis, Project Management, Workers Compensation, Managerial Finance, Mergers & Acquisitions, Financial Reporting, Financial Audits, Finance, Business Process..., Due Diligence, Internal Controls, Process Improvement, Internal Audit, Strategic Financial..., Pricing, Corporate Finance, Auditing, Accounting, Business Planning, Cash Flow, Analysis, IFRS, Cost Accounting, Sarbanes-Oxley, Treasury, Financial Accounting, Corporate Governance, Cash Management, Acquisition Integration, Treasury Management, Working Capital..., Restructuring, Financial Forecasting
Education
Iona College 1978 — 1982
BBA, Accounting and Business/Management
salesian HS
TD Bank Group September 2011 - Present
BNY Mellon September 2009 - September 2011
Herald National Bank October 2008 - June 2009
TD Bank April 2008 - October 2008
TD Bank February 2007 - April 2008
JP Morgan Chase October 2006 - February 2007
The Bank of New York October 1985 - October 2006
Barclays Bank of New York June 1984 - October 1985
Bankers Trust June 1980 - June 1984
Gertz Department Store May 1978 - June 1980
Skills
Commercial Lending, Commercial Banking, Banking, Credit, Loans, Credit Analysis, Portfolio Management, Credit Risk, Small Business Lending, Risk Management, Financial Analysis, Capital Markets, Financial Risk, Asset Based Lending, Underwriting, Cross Selling, Financial Services, Equities, Financial Structuring, Investments, Leadership, Management, Mergers, Middle Market, Mortgage Lending, Retail Banking, Wealth Management
Education
St. John's University, The Peter J. Tobin College of Business 1985 — 1988
MBA, Finance
Saint John's University 1974 — 1978
BS, Marketing
Holy Cross High School 1970 — 1974
Regents, College/University Preparatory and Advanced High School/Secondary Diploma Program
BNYM August 1977 - Present
Barclays Bank of New York 1977 - 1992
Skills
Risk Management, Securities, Corporate Governance, Strategic Financial..., Project Management, OFAC, Strategic Planning, Banking, Credit, Fraud, Operational Risk..., Mortgage Lending, Payments, Management, Financial Services, Mutual Funds, Vendor Management, Portfolio Management, Analysis, Treasury Management, Retail Banking, AML, Series 7, Due Diligence, Risk Assessment, Mergers & Acquisitions, KYC, Process Improvement, Cash Management, Finance, Internal Controls, Internal Investigations, Business Analysis, Financial Risk, Enterprise Risk..., USA PATRIOT Act, Asset Managment, Bank Secrecy Act, Loans, Credit Analysis
Education
Queens College 1971 — 1976
BA
Genesee Community College August 1998 - Present
Wayland-Cohocton School January 1989 - Present
Barclays Bank of New York 1985 - 1988
Education
State University of New York College at Geneseo 1990 — 1992
MS, Reading Education
Daemen College 1984 — 1988
BS, Education
Pershing, a BNY Mellon company May 2015 - Present
Israel Discount Bank May 2011 - May 2015
Capital One August 2010 - May 2011
Morgan Stanley Smith Barney February 2010 - August 2010
Morgan Stanley Smith Barney March 2010 - June 2010
Adecco NA September 2009 - April 2010
JPMorgan Chase & Co. October 1995 - August 2008
JP MORGAN 1995 - 2008
International Finance Banking Corp 1992 - 1995
Barclays Bank of New York 1987 - 1992
Skills
SDLC, Business Analysis, Visio, MS Project, Project Management, Cross-functional Team..., Six Sigma, Software Documentation, Analysis, Requirements Gathering, Management, Leadership, Operations Management, SharePoint, Vendor Management
Education
LaGuardia Community College
in-progress, Business Management
St. Bartholemew
BankUnited February 2013 - Present
Astoria Federal Savings February 2012 - February 2013
Bridgehampton National Bank September 2010 - February 2012
Capital One Bank August 2008 - August 2010
Sovereign Bank June 2006 - August 2008
The Bank of New York 1992 - 1996
Barclays Bank of New York 1986 - 1992
Skills
Credit, Banking, Portfolio Management, Credit Analysis, Credit Risk, Loans, Underwriting, Commercial Lending, Small Business Lending, Commercial Banking, Finance, Mortgage Lending, Loan Origination, Cash Management, Consumer Lending, Treasury Management, Mortgage Banking, Financial Risk, Commercial Mortgages, Relationship Management, Lines Of Credit, Asset Based Lending, Retail Banking, Financial Structuring, Cross Selling, Financial Services, Risk Management, Financial Analysis, Construction Loans, Structured Finance, Asset Management
Education
Hofstra University 1982 — 1987
BBA, Accounting
Prudential Financial March 1998 - Present
The Bank of New York December 1992 - March 1998
Barclays Bank of New York September 1991 - December 1992
Smith Barney January 1983 - October 1990
Skills
Corporate Real Estate, Real Estate, Lease Administration, Asset Managment, Portfolio Management, Financial Analysis, Acquisitions, Commercial Leasing, Location Intelligence, Property Management, Disposition, Real Estate Transactions, Asset Management, Real Estate Economics, Leases, Real Estate Development, Brokerage, Commercial Real Estate, Due Diligence, Investment Properties, Tenant, Investments, Lease Negotiations, Real Estate Financing, Mergers & Acquisitions, Facilities Management, Property, Real Estate Private..., Landlords, Contract Negotiation, Shopping Centers, Valuation, Appraisals, Financial Modeling, Negotiation
Education
Long Island University, Brooklyn Campus 1981 — 1984
Master of Business Administration (M.B.A.), Finance
Baruch College 1974 — 1978
Bachelor of Business Administration (B.B.A.), Management
ICAP Capital Markets February 1984 - Present
Barclays Bank of New York April 1983 - February 1984
Skills
Capital Markets, Trading, Equities, Fixed Income, Financial Markets, Money Market, Derivatives, Interest Rate..., Bloomberg, Options, FX Options, Swaps, Currency
Education
Iona College 1978 — 1982
Bachelor of Business Administration (BBA), Accounting/Finance