Chase Lincoln First Bank
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Chase Lincoln First Bank Employees
SUNY Geneseo November 1995 - Present
Finger Lakes DDSO (formerly Craig DDSO) November 1988 - November 1995
Chase Lincoln First Bank 1985 - 1987
Harris Beach PLLC 1983 - 1985
Skills
Higher Education, Research, PowerPoint
Education
Bryant and Stratton College 1976 — 1978
Associate's degree, Legal Assistant Program
Wall Street Properties LLC January 2000 - Present
Daemen College September 2012 - Present
Gorenflo's Buffalo Wholesale Locksmith October 2007 - June 2011
Ciminelli Real Estate Corporation September 2006 - April 2007
WILLIAMS ADVANCED MATERIALS INC February 2002 - April 2006
Williams Advanced Materials, Inc October 1997 - January 2002
STRIPPIT INC January 1997 - September 1997
PARMED PHARMACEUTICALS INC January 1990 - January 1997
COCA-COLA BOTTLING COMPANY OF BUFFALO January 1989 - January 1990
CHASE LINCOLN FIRST BANK January 1988 - January 1989
Skills
Excel, Quickbooks, Accounting, Financial Reporting, General Ledger, Financial Analysis, Budgeting, Microsoft Office, Forecasting, Reconciliation, Financial Accounting, Variance Analysis, Account Reconciliation, Accruals, Bookkeeping, Mas 90, Financial Management, Journal Entries, Reconciliations, Financial Control
Education
Saint Bonaventure University 2010 — 2012
MBA, Business, 3.9
Nazareth College of Rochester 1984 — 1988
B.S, Accounting
Member Business Solutions, LLC 2005 - Present
Chase Lincoln First Bank 1992 - 1994
State Bank of Albany/Norstar Bank (now Bank of America) September 1981 - September 1989
Skills
Loans, Commercial Lending, Commercial Banking, Credit Unions, Credit Analysis, Banking, Credit Risk, Underwriting, Portfolio Management, Financial Analysis, Risk Management, Lines Of Credit, Asset Based Lending, Commercial Mortgages, Credit Cards, Loan Servicing, Financial Structuring, Construction Loans, Finance
Education
University at Albany, SUNY
MBA, Finance-Information Technology
University at Albany, SUNY
BA, Economics-Business Administration
Concentrix October 2009 - Present
Blockbuster, Inc 1991 - 2009
Chase Lincoln First Bank 1981 - 1988
Skills
ADP Payroll, Kronos, Employee Relations, Accounting, Human Resources, HRIS, Onboarding, Call Centers, Customer Service
Education
Spartanburg Community College
Wells Fargo Funding 1994 - Present
United Guaranty 1991 - 1994
Sibley Mortgage Corporation July 1987 - December 1990
Chase Lincoln First Bank August 1978 - June 1987
Manufacturers Hanover June 1977 - July 1978
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Capital Markets, Residential Mortgages, Credit, FHA, Underwriting, Financial Analysis, Mergers & Acquisitions, Refinance, USDA, Credit Analysis, VA loans, Commercial Lending, Mortgage Underwriting, Construction Loans
Education
Saint Bonaventure University 1973 — 1977
BBA, Business Admin & Accounting
Brose September 2002 - Present
TQINet.com 1999 - 2002
James Morton Group 1992 - 1999
Genesee County New York 1990 - 1992
Angelica Healthcare 1987 - 1989
Chase Lincoln First Bank 1985 - 1987
Skills
ISO, Continuous Improvement, Automotive, Quality System, 5S, Quality Management, Microsoft Office, Troubleshooting
Education
Bryant & Stratton College 1982 — 1985
Bausch & Lomb February 1991 - Present
Chase Lincoln First Bank February 1979 - February 1991
Skills
PeopleSoft, ERP, Process Improvement, Business Analysis, Software Documentation, Oracle, Requirements Analysis, Business Process, Sarbanes-Oxley Act
Education
Le Moyne College 1970 — 1974
B.S., Accounting
McQuaid Jesuit High School 1970 — 1970
Sage, Rutty & Co., Inc. December 1991 - Present
Chase Lincoln First Bank 1980 - 1991
Skills
Retirement Planning, Strategic Financial..., Microsoft Word, Microsoft Office, Series 7, Investment Advisory, Retirement, Series 63, Estate Planning, Mutual Funds, Securities, Portfolio Management, Financial Advisory, Investments, Wealth Management, Insurance, Financial Analysis, Risk Management, Asset Allocation, Fixed Annuities, 401k, Leadership, Investment Strategies, Life Insurance, Financial Goals, Wealth, Bonds, IRAs
Education
College for Financial Planning 2004 — 2007
CFP®, Financial Planning
GlobalQuest March 2009 - June 2009
Symcor September 2008 - October 2008
JPMorgan Chase January 2004 - July 2008
JP Morgan Chase 1997 - 2008
JPMorgan Chase 1997 - 2004
The Chase Manhattan Bank January 1994 - July 1997
Citibank September 1987 - January 1994
Blue Cross and Blue Shield December 1984 - September 1987
Chase Lincoln First Bank April 1979 - December 1984
Skills
Process Improvement, Visio, Six Sigma, IT Management, PMP, Analysis, Mergers & Acquisitions, Business Requirements, Human Resources, User Acceptance Testing, Project Management, Software Development, Change Management, Program Management, Agile Project Management, Payments, Security, Troubleshooting, Disaster Recovery, Project Delivery, Test Planning, Management, Business Intelligence, Testing, Enterprise Architecture, Project Portfolio..., Requirements Gathering, Banking, SDLC, Leadership, Integration, Agile Methodologies, Database Design, SharePoint, Unix, Software Project..., Risk Management, Programming, Vendor Management, Architecture, Budgets, IT Strategy, MS Project, Business Process..., Requirements Analysis, Web Applications, Business Analysis, PMO, Cross-functional Team..., SQL
Education
State University of New York College at Brockport 1973 — 1977
BS, Computer Science
Monroe Community College 1971 — 1973
A.S. Mathematics/Physics, Mathematics, Physics
Community Bank NA April 2010 - Present
Citizens Bank April 2007 - January 2010
NYS Environmental Facilities Corporation September 2005 - April 2007
Empire Corporate FCU March 1992 - June 2004
Chase Lincoln First Bank April 1989 - March 1992
Skills
Commercial Lending, Credit Analysis, Credit, Banking, Commercial Banking, Loans, Financial Analysis, Commercial Mortgages, Risk Management, Credit Risk, Underwriting, Portfolio Management, Finance, Lines Of Credit, Investments, Financial Modeling, Construction Loans, Small Business Lending, Loan Origination, Analysis, Mortgage Lending
Education
The Sage Colleges-Sage Graduate School 1987 — 1996
MBA, Finance
University at Albany, SUNY 1980 — 1984
BS, Economics
J.P. Morgan Private Bank August 2014 - Present
J.P. Morgan Private Bank April 2004 - August 2014
AM & M Planners 1991 - 1995
Chase Lincoln First Bank 1987 - 1989
Chase Lincoln First Bank 1985 - 1987
Skills
Portfolio Management, Series 7, Financial Services, Investments, Asset Management, Securities, Investment Strategies, Asset Allocation, Relationship Management, Financial Analysis, Wealth Management
Education
Cornell University
BS
Charles Pfeffer (formerly Contextus LLC) 1999 - Present
Bivona Child Advocacy Center 2009 - 2011
Vitalwork 1989 - 1999
Clover Capital Management 1985 - 1988
Chase Lincoln First Bank 1983 - 1985
Skills
Coaching, Change Management, Cross-functional Team..., Business Strategy, Team Building, Leadership Development, Strategic Planning, Management Consulting, Team Leadership, Organizational..., Executive Coaching, Strategy, Leadership, Workshop Facilitation, Management, Nonprofits, Entrepreneurship, Staff Development, Program Management, Training, Process Improvement, Start-ups, Performance Management, Executive Management, Marketing, Fundraising, Public Speaking, Strategic Thinking, Marketing Strategy, Organizational..., Small Business, Culture Change, Consulting, Executive Development, Organizational Design, 360 Feedback, Emotional Intelligence, Management Development, Career Development, Performance Improvement, Business Coaching, Organizational Learning, Personal Development, Talent Management, Conflict Resolution, Employee Engagement, Succession Planning, Facilitation
Education
University of Rochester 1979 — 1983
BA, Economics
Greece Community Education December 1998 - Present
Greece Central School District 1998 - Present
JPMorgan Chase 1970 - 1989
Chase Lincoln First Bank 1969 - 1989
Skills
Customer Service, Staff Development, Program Management, Vendor Management, Team Building, Coaching, Leadership, Analysis, Supervisory Skills, Employee Relations, System Administration, Public Speaking
Education
Monroe Community College 1967 — 1969
Sodexo July 2007 - Present
Sodexo August 2001 - July 2007
Sodexho Marriott July 2000 - August 2001
Sodexho Marriott February 1998 - July 2000
Marriott Management Services April 1997 - January 1998
Marriott Management Services 1989 - 1997
Park Communications 1988 - 1989
Chase Lincoln First Bank 1986 - 1988
Skills
Budgets, Forecasting, Managerial Finance, General Ledger, Accounts Receivable, Cash Flow, Management, Accounting, Financial Reporting, Purchasing, Change Management, GAAP, Business Strategy, Auditing, Financial Analysis, Income Statement, P&L, Contract Management, Internal Audit, Finance, Operations Management, Process Improvement
Education
Alfred University 1985 — 1986
B.S., Accounting, Business Management
Alfred State College - SUNY College of Technology 1982 — 1984
AAS, Business Administration, Real Estate Management
PHEAA May 2006 - Present
Chase Lincoln First Bank 1978 - 1990
Skills
Process Improvement
Education
Graduate school of consumer banking at the university of virginia 1973 — 1975
Certificate
Ithaca College 1957 — 1961
Bachelor of Science (BS), Business Administration and Management, General
Bath Iron Works November 2009 - Present
Maine Public Utilities Commission January 1995 - November 2009
Key Bank of Maine September 1992 - January 1995
Chase Lincoln First Bank April 1990 - September 1992
Chase Manhattan Corporation April 1990 - September 1992
Rochester Telephone Corporation August 1986 - October 1989
Frontier Corporation August 1986 - October 1989
Skills
Budgeting, Financial Analysis, Strategic Planning, Research, Excel, Financial Modeling, Planning, Access, Word, Project Planning, Program Management, Process Improvement, Finance, Project Management, Risk Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1984 — 1986
MBA, Finance, Marketing
Allegheny College 1980 — 1984
B.A., History
Hobart and William Smith Colleges 2011 - January 2013
Hobart and William Smith Colleges February 2002 - July 2011
Hobart and William Smith Colleges November 1999 - February 2002
Seneca Falls Central School District 1995 - October 1999
Pittsford Contstruction, Inc. 1988 - 1995
Li'l Peddler Inc. 1990 - 1991
Chase Lincoln First Bank 1979 - 1984
Skills
Higher Education, Event Planning, Fundraising, Public Speaking, Community Outreach, Student Affairs, Student Development, Volunteer Management
Education
Ramapo College of New Jersey
University of Rochester November 2014 - Present
Croop-LaFrance December 2008 - October 2014
Student Loan Corporation (Citibank) May 1994 - September 2008
Student Loan Corporation 1994 - 2008
Citibank Student Loans 1994 - 2008
Citigroup 1994 - 2008
Citibank Student Loan Corporation 1994 - 2008
Citibank 1994 - 2008
Student Loan Corp. (Citibank) January 1994 - April 1994
Chase Lincoln First Bank January 1992 - December 1993
Skills
Requirements Analysis, XML, Quality Assurance, Databases, COBOL, Business Analysis, SQL, MVS, .NET, C#, Programming, Visio, Visual Studio, Mainframe, SDLC, HP Quality Center, Testing
Education
Rutgers University-New Brunswick 1971 — 1975
BA, Mathematics
Alcoa Fastening Systems & Rings July 2013 - Present
Entre Computer Services October 2010 - May 2013
Tek Systems December 2009 - February 2010
CDI Business Solutions April 2009 - July 2009
Entre Computer Services November 2007 - March 2009
JPMorgan Chase 1997 - 2006
JPMorgan Chase 1993 - 1997
Chase Lincoln First Bank 1985 - 1993
Chase Lincoln First Bank December 1981 - April 1985
Skills
IT Security Operations, Desktop/Customer Support, Network Operations, Disaster Recovery &..., Hardware & Software..., Computer Network..., Troubleshooting, Information Technology, Computer Hardware, TCP/IP, Software Installation, VPN, Data Center, Help Desk Support, Hardware, Active Directory
Education
State University of New York College at Geneseo 1975 — 1979
Bachelor of Arts (BA)
Chase Lincoln First Bank 1980 - 1990
Education
SUNY Potsdam 1976 — 1980
BA, Psychology
Oracle February 2010 - January 2012
Sun Microsystems February 2006 - February 2010
Frontier Communications September 1996 - February 2006
Chase Lincoln First Bank August 1987 - September 1996
Skills
Unix, Data Center, Solaris, IBM iSeries, Disaster Recovery, BMC Remedy, Telecommunications, Computer Hardware, System Administration, Troubleshooting, Oracle, Visio, Vendor Management, Software Documentation, Process Improvement, Mainframe, Training, Integration, Storage, Business Process, Databases, IT Operations, IT Service Management, IT Management, ITIL
Education
Monroe Community College 1981 — 1982
some college, Accounting
Eastridge High School 1977 — 1981
HS Diploma, English, Math, Science & Accounting