Chase Manhattan Bank
Industry: Consumer banking company
DescriptionJ.P. Morgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase & Co. Credit card support: 00 1 302-594-8200 CEO: Jamie Dimon (31 Dec 2005–) Parent organization: JPMorgan Chase Headquarters: 270 Park Avenue, New York City, New York, United States Founded: 13 November 2004, New York City, New York, United States Subsidiaries: Chase Paymentech, Merchant Customer Exchange,
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1,241 Chase Manhattan Bank employees in database. Find out everything there's to know about Chase Manhattan Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Chase Manhattan Bank Employees
Cohen & Klein Consulting, Inc. June 2000 - Present
Krause & Associates Law Firm June 1994 - June 2000
Chase Manhattan Bank March 1994 - August 1994
Skills
Credit Collection..., Customer Service..., Debt Collection..., Customer Service..., Debt Collection..., Team Leadership, Supervisory Management, Human Resource Planning, Global Human Resources..., Debt Collection..., Commercial Banking, Internal Auditing, Anti-Mony Laundering, Fraud Prevention, Business Training, Call Center..., Coaching and Mentoring..., Marketing and Public..., Supervisor Management..., Training Design and..., Financial Risk..., Coaching and Mentoring, Crisis Management, Performance Review and..., Disaster Preparedness, Business Office Writing, Communication Management, Treasury Department..., Financial Risk Based..., Bank Credit Appraisal..., Bank Credit Risk &..., Change Management, Ethics &..., Stratetic Management, Loan Modifications, 911 Emergency Call..., Employee Training, Human Resource..., Loan Auditing, Internal Audit, Presentation Coaching, Customer Engagement, Microsoft Office, Portfolio Management, Team Building, Operations Management, Leadership, Fraud, Teamwork, Human Resources
Education
Brooklyn College
Certificate, Paralegal
NY Institute of Technology
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
New York Institute of Credit
Commerical and Consumer Collection Certificate
New York Paralegal Institute
Advanced Legal Assistant Certificate
University of Technology (CAST) Jamaica
Human Resources Management
University of Technology, Kingston, Jamaica
Diploma, Banking and Financial Services
University of Technology, Kingston, Jamaica
Diploma, Banking and Financial Services
Bank of America November 2008 - August 2012
Sumitomo Mitsui Banking Corporation September 2008 - November 2008
Bear, Stearns & Co. Inc. September 2006 - August 2008
Bear Stearns November 2004 - September 2006
JP Morgan May 2003 - November 2004
Chase Manhattan Bank August 2001 - May 2003
Chase Manhattan Bank August 2000 - August 2001
Skills
Relationship Management, Portfolio Management, Credit Risk, Credit Analysis, Corporate Finance, Financial Modeling, Capital Markets, Loans, Financial Risk
Education
Boston University - School of Management 1997 — 2000
Bachelor of Science (B.S.)
Choate Rosemary Hall 1991 — 1995
Nearon Properties Inc. June 2006 - Present
Matador Solutions Inc. 1997 - 2005
Eastern / Pan Am Airlines September 1988 - September 1996
Atty. Frederick L. Risker Jr. January 1986 - February 1987
Superior Oil Company January 1980 - January 1985
Chase Manhattan Bank September 1974 - January 1979
Skills
Community Outreach, Microsoft Excel, Research, Public Speaking, Public Relations, Nonprofits, Fundraising, Social Networking, Event Planning, Volunteer Management, Event Management
Education
Florida International University
International Relations
Broward College
Liberal Arts
Apple February 2013 - Present
Apple April 2012 - February 2013
Nokia January 2002 - April 2012
Navteq January 2002 - September 2011
Corning Incorporated 2000 - 2000
The Walt Disney Company 1995 - 2000
Chase Manhattan Bank 1990 - 1992
Skills
Strategic Planning, Market Analysis, Strategy, Product Marketing, Financial Analysis, Leadership, Start-ups, Mergers & Acquisitions, Business Planning, Financial Modeling, Finance, Project Planning, Marketing, Product Management, Competitive Analysis, Strategic Partnerships
Education
Carnegie Mellon University - Tepper School of Business 1992 — 1994
MBA, Finance and Strategy
Carnegie Mellon University 1986 — 1990
BS, Economics
Coldwell Banker Residential Brokerage 2008 - Present
Jill Boudreau, Coldwell Banker January 2008 - Present
Coldwell Banker - Wellesley, MA 2008 - Present
Coldwell Banker Residential Brokerage 2008 - 2012
Fidelity Investments 1993 - 1997
Citibank 1993 - 1993
Chase Manhattan Bank 1988 - 1992
Skills
Renovation & Redesign..., Interior Design..., Negotiation, Selling, Home, Home Staging, Relocation, Real Estate, Sellers, Real Estate Transactions, First Time Home Buyers, Brokerage, Residential Homes, Referrals, Marketing, Contract Negotiation, Market Analysis, Buyer Representation, New Home Sales, ABR, Luxury, Listings, Buyers, Condos, Sales
Education
Columbia University - Columbia Business School 1992 — 1993
MBA
Lehigh University 1984 — 1988
BA
American School in London 1980 — 1984
Anthem November 2012 - Present
Citizens Bank February 2009 - November 2012
circuit City August 2006 - January 2009
Circuit City Call Centers August 2006 - January 2009
CABLEVISION SYSTEMS CORP December 2001 - January 2002
CHASE MANHATTAN BANK January 2000 - December 2000
Skills
Analysis, Hardware, Help Desk Support, Leadership, Program Management, Project Management, Customer Experience, Management, Call Centers, Access, SQL, Databases, Call Center, VPN, Workforce Management, Process Improvement, Vendor Management, Data Analysis, Microsoft Office, Customer Service, Computer Hardware, Technical Support, Networking, Strategy, SDLC, Avaya, Business Intelligence, Software Installation
Education
Columbia Southern University 2009 — 2010
BSBA, Information Technology
Briarcliffe College 2001 — 2002
AAS, Graphic Design
Bank of The West December 2007 - Present
Bank of America January 2007 - November 2008
Wells Fargo Bank July 1995 - January 2006
Chase Manhattan Bank August 1989 - June 1995
Chase Manhattan Bank 1988 - 1994
Skills
Payments, Credit Cards, Merchant Services, Sales, Sales Process, Treasury Management, Relationship Management, Financial Services, Cash Management, Portfolio Management, E-commerce, Selling, Cross Selling, New Business Development, Sales Operations, Electronic Payments, Commercial Banking
Education
California State University Stanislaus
BA cum laude
Pasadena City College
New York Community Hospital 2011 - Present
Apple Bank for Savings May 2015 - Present
COJO of Flatbush 2011 - Present
Signature Bank April 2011 - January 2014
HSBC Bank USA September 2001 - April 2011
Chase Manhattan Bank September 1991 - August 2001
Skills
Client-centric, Client Services, Commercial Lending, Client Development, Customer Satisfaction, Customer Acquisition, Commercial Banking, Customer Service, Credit Analysis, Loans, Banking, Credit, Commercial Mortgages, Consumer Lending, Small Business Lending, Portfolio Management, Retail Banking, Financial Services, Credit Risk, Mortgage Lending, Financial Risk, Investments, Loan Origination, Cash Management, Risk Management, Wealth Management, Capital Markets, Financial Analysis, Finance, Relationship Management, Treasury Management, Financial Structuring, Lines Of Credit, Due Diligence, Asset Management, Investment Banking, Cross Selling, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Retirement Planning, Valuation, AML, Asset Based Lending, Customer Retention, Customer Insight, Customer Engagement, Customer Experience, Client Presentation, Customs Regulations
Education
Brooklyn College
BBA, Economics
Treadmill-World.com October 2008 - Present
Cairoli Properties 2003 - Present
Self-Employed 1991 - Present
Webster's Power Wash Co. March 2003 - March 2005
KPMG Peat Marwick 1987 - 1991
Chase Manhattan Bank 1985 - 1987
Smith Barney 1985 - 1987
Skills
Venture Capital, Valuation, Mergers, Business Strategy, Due Diligence, Entrepreneurship, Real Estate, Investments, Start-ups, Strategy, Selling, Management, Equities, Finance, Mergers & Acquisitions, Small Business, Tax, Restructuring, Acquisitions, Investment Banking, Financial Modeling, Contract Negotiation, Financial Analysis, Business Development, Asset Management, Strategic Partnerships, Corporate Development, Private Equity, New Business Development, Strategic Financial..., Strategic Planning, E-commerce, Mobile Devices, Corporate Law, Portfolio Management, Business Planning, Management Consulting, Securities, CRM, Executive Management, Commercial Real Estate, Corporate Finance, Joint Ventures, IPO, Funding, Strategic Consulting, Business Valuation, Business, International Business, Real Estate Economics
Education
Boston College Law School
JD
New York University
BA, Philosophy
American Cancer Society October 2007 - October 2014
Troutman Sanders LLP September 2004 - December 2006
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 1997 - June 2004
Chase Manhattan Bank November 1994 - September 1997
Chemical Bank July 1989 - November 1994
Skills
Management, Microsoft Excel, Microsoft Word, Training, Microsoft Office, Research, PowerPoint, Sales, Leadership, Photoshop, Type 75 WPM, Lotus Notes, Notary Public, Excellent Interpersonal..., Superior Organization, Legal Writing
Education
Georgia State University 2012 — 2014
Bachelor's Degree, Criminology
City University of New York-John Jay College of Criminal Justice
BBVA Global Wealth January 2013 - Present
Bank of America Merrill Lynch Global Wealth Management November 2010 - December 2012
SunTrust May 2004 - March 2010
Bank of America January 1994 - April 2004
The Hearst Corporation July 1991 - October 1993
FIRST CITIZENS BANK & TRUST COMPANY July 1987 - February 1991
CHASE MANHATTAN BANK June 1984 - June 1987
BBC Sparta August 1982 - April 1984
Skills
Project Management, Financial Planning, Estate Planning, Financial Analysis, Financial Reporting, Investment Banking, Banking, Training, Problem Solving, Wealth Management, Wealth Preservation..., Multi-generational..., Strategic Financial..., Finance, Structured Finance, Personal Finance, College Basketball, Basketball Coaching, Songwriting, Commercial Lending, High Net Worth..., Legacy Giving, Estate Tax Planning, Accounting, Financial Accounting, International Relations, Communication Skills, Loans, Private Banking, Mortgage Banking, Strategic Planning, Education, Capital Markets, Curriculum Design, Risk Management, Credit Derivatives, Fixed Income, Project Planning, Project Coordination, Project Finance, Project Delivery, Foreign Relations, Family Business, Financial Advisory, Investment Strategies, Wealth Management...
Education
Colgate University 1979 — 1982
BA, Economics
University of North Carolina at Charlotte - Belk College of Business 1988 — 1990
Master of Business Administration (MBA), Business
Keller Graduate School of Management of DeVry University 2009 — 2010
MAFM, Accounting
Fordham University
Worcester Academy 1976 — 1977
High School
Calhoun 1974 — 1976
High School
Optimum Payment Solutions, Inc. April 1989 - Present
Mini-Systems Maintenance & Enhancements, Inc. (MSME) August 1978 - December 1988
Chase Manhattan Bank January 1978 - October 1978
Johnson & Higgins Insurance August 1976 - December 1977
Manufacturers Hanover Trust September 1974 - August 1976
Skills
Financial Services, Business Management, Global Business..., Creative Writing, Communication Skills, Credit Management, Cost Savings Strategies, Business Strategy, Customer Service, Customer Support, Client Development, Manage Client..., Following Up, Follow Through, Following Instructions, Listening to customers, Business Development, Highly responsible, High level of initiative, Team Leadership, Highly motivated..., Motivational Speaking, Technical Training, Program Management, Payroll, Finance, Negotiation, Payments, Management, Entrepreneurship, Credit Cards, Retail
Education
City University of New York-Brooklyn College
Midwood High School
Citigroup Services Japan Ltd. January 2007 - May 2013
Mizuho Securities Co., Ltd. December 2005 - December 2006
JPMorgan Chase September 2003 - September 2005
Standard Chartered Bank September 2001 - June 2003
E2000 Group Ltd March 2000 - August 2001
Chase Manhattan Bank May 1998 - March 2000
JPMorgan Chase June 1993 - May 1998
Credit Suisse First Boston Tokyo March 1992 - June 1993
Thomson Reuters Japan January 1989 - February 1992
Thomson Reuters Hong Kong April 1986 - December 1988
Skills
Unix, Integration, Solaris, Market Data, Linux, Servers, Sybase, Databases, Derivatives, Investment Banking, Equities, Bloomberg, Low Latency, Testing, Trading, Networking
Education
Carleton University 1981 — 1986
Bachelor of Engineering, System and Computer
Rosaryhill School
Union Bank August 2013 - Present
Union Bank August 2001 - Present
SANTA BARBARA COUNTY UNITED WAY January 1997 - January 2001
CHASE MANHATTAN BANK January 1990 - January 1996
Chase Manhattan Personal Financial Services January 1994 - January 1995
Los Angeles Region September 1992 - December 1993
Chase Manhattan Personal Financial Services January 1992 - September 1992
Santa Barbara March 1990 - January 1992
Skills
Coaching, Change Management, Customer Relations, Sales Management, Instructional Design, Classroom Instruction, Performance Analysis, Talent Management, Talent Development, Leadership Development, Customer Service, Training, Classroom, Leadership, Succession Planning, Employee Relations, Human Resources, Deferred Compensation, Program Management, Banking, Strategic Planning, Management, Workshop Facilitation, Employee Engagement, Executive Coaching, Project Management, Performance Management, Mergers & Acquisitions, Organizational...
Education
Fielding Graduate University 2004 — 2011
PhD, Organizational Development
Fielding Graduate University 2004 — 2007
Master of Arts, Human and Organizational Systems
California Lutheran University 1987 — 1991
Master, Business Administration; Marketing
Queens College
Bachelor of Arts, Psychology
JPMorgan Chase & Co. January 2014 - Present
MaxSys Consulting Solutions, Inc August 2003 - Present
JPMorgan Chase January 2008 - January 2014
JPMorgan Chase August 2006 - January 2008
JPMorgan Chase March 2006 - August 2006
JPMorgan Chase August 2003 - April 2005
Chase Manhattan Bank June 1999 - July 2002
Chase Manhattan Bank August 1995 - June 1999
Skills
Full SDLC, PMO, Cost Basis Reporting, FATCA, Acceptance Testing, Business Analysis, Project Management, Contract Negotiation, Quality Assurance, Visio, MS Project, Offsite Backup, Management, Analysis, Skilled QA Testing..., Offsite Coordinator, UAT Testing, IT Management, Requirements Analysis, SDLC, Banking, Risk Management, User Acceptance Testing, Requirements Gathering, Financial Services, Testing, Global Custody, Strategy, Leadership, Vendor Management, Project Portfolio..., Software Project..., Systems Analysis, Back Office, Business Process, Fixed Income, Derivatives, Program Management, Team Leadership, Integration, Business Requirements, Microsoft Project
Education
City University of New York-Brooklyn College 1984 — 1988
Bachelor of Science
Fontbonne Hall Academy 1980 — 1984
High School
Think Direct Marketing Group, LLC July 2012 - Present
Future Home Realty 2004 - 2014
JPMorgan Chase January 2000 - July 2007
Chase Manhattan Bank January 1997 - January 2000
NYNEX Mobile Communications January 1988 - January 1995
Skills
Training, Risk Management, Sales, Investments, Call Center, Customer Service, Microsoft Office, Lotus Notes, Microsoft Excel, Invoicing, Call Centers, Accounting, PowerPoint, Leadership, Analysis, Strategic Planning, Management, Time Management
Education
Capella University 2014 — 2016
Master's Degree, MBA
Everest University-Brandon 2012 — 2014
Bachelor's Degree, Business Administration, 4.0
Everest University-Brandon 2009 — 2012
Associate's Degree, Medical Insurance Coding Specialist/Billing, 4.0
SUNY at Binghamton
Computer Science
Morgan Stanley September 2014 - Present
Goldman Sachs January 2001 - April 2014
American Broadcasting Company May 1987 - December 2000
Chase Manhattan Bank April 1984 - May 1987
Conde Nast April 1982 - April 1984
Bloomingdales March 1981 - April 1982
Skills
CICS Systems Programmer, WebSphere MQ, SWIFT messaging, Assembly Language, Managerial, MQ Clusters, Cicsplex, MQ Distributed, MQ Mainframe, AMH, RLS, CICS User Exits, MINT, TMON, IPCS, TPX, Cics Explorer, Autosys, Merva, MQMON, BLOCKIP, MQ Explorer, SSL Certificates, Trigger Monitor, RMA, MRO, SAG, SAA, Fileact, Crest, Jboss, JBoss Application Server, Linux, Message Partners, Endpoints, Cobol, SQL, Project Management, Command Level CICS, Swift Alliance, Adabase/Natural, SWIFTNet, C#, Web Services, Java Enterprise Edition, XML, Eclipse, Project Planning, MS Project, Process Engineering
Education
City University of New York-Herbert H. Lehman College 1974 — 1977
Bachelor of Arts (B.A.), Education
Westchester Community College 1973 — 1973
Liberal Arts and Sciences/Liberal Studies
New York Institute of Technology 1972 — 1973
Liberal Arts and Sciences/Liberal Studies
Judith G. Wharton Music Center 2008 - Present
Chase Manhattan Bank 1994 - 2000
Citi 1989 - 1991
Skills
Fundraising, Nonprofits, Volunteer Management, Event Planning, Event Management, Public Relations, Marketing Communications, Grant Writing, Social Media, Philanthropy, Community Outreach, Media Relations, Marketing, Newsletters, Press Releases
Education
Boston University - School of Management
Master of Business Administration (MBA)
Hobart and William Smith Colleges
Bachelor of Arts (BA), Economics and Mathematics
WorkFusion March 2015 - Present
True Office 2013 - 2014
Huddle April 2012 - June 2013
Intralinks, Inc. January 2008 - August 2011
Intralinks, Inc. January 2004 - December 2007
Intralinks, Inc. January 1998 - December 2003
New York Life Insurance Company January 1994 - January 1998
Chase Manhattan Bank January 1989 - January 1994
Skills
SaaS, Enterprise Software, Sales Management, Business Development, Solution Selling, Start-ups, Salesforce.com, Strategic Planning, Strategy, Analytics, Cloud Computing, Direct Sales, New Business Development, Cross-functional Team..., Product Management, Sales Operations, Sales, Product Marketing, Mergers, Creative Problem Solving, Lead Generation, High Performance Teams, Selling, Territory Planning, Executive Management, Marketing Management, Team Leadership, Building Strong Teams, Private Equity Firms, Consultative Selling, Competitive Analysis, Leadership, Channel Partners, Management
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Marketing and Finance
Oberlin College
Bachelor of Arts (B.A.), Music
Celgene June 2013 - Present
Novartis September 2005 - June 2013
Bristol-Myers Squibb November 1999 - August 2005
Whitehall Robins- American Home Product - Wyeth July 1999 - October 1999
Chase Manhattan Bank May 1999 - July 1999
Bristol- Myers Squibb January 1996 - April 1999
Skills
21 CFR Part 11, Project Management, Pharmacovigilance, Clinical, Regulatory Affairs, Innovation, Manufacturing, PMBOK, CMMI, SDLC, Project Execution, Project Portfolio..., Program Management, IT Management, IT Strategy, Business Analysis, Validation, PMO, Disaster Recovery, Computer System..., GxP, Management, Cross-functional Team..., Information Technology, Integration, R&D, Clinical Research, Outsourcing, Strategy, SharePoint, Business Intelligence, Process Improvement, Pharmaceutical Industry, Quality Assurance, Clinical Development, Databases, Data Warehousing, Business Process, Software Documentation, IT Service Management, ITIL, Leadership, CRM, Document Management
Education
Stevens Institute of Technology 2003 — 2006
Master's
Boston University Questrom School of Business 2001 — 2001
PM
New Jersey Institute of Technology 1986 — 1991
Bachlor's
Inman and Associates Inc. May 2005 - Present
Merck & Co. Inc. 2002 - 2005
Merck & Co. inc July 1988 - April 2002
Citibank 1985 - 1988
Chase Manhattan Bank 1976 - 1985
Skills
Coaching, Technology Needs..., Workshop Facilitation, Organizational..., Management Consulting, Team Building, Change Management, Leadership Development, Strategic Planning, Performance Management, Public Speaking, Employee Engagement, Cross-functional Team..., Succession Planning, Project Management, Leadership, Strategic Partnerships, Executive Management, Executive Coaching, Diversity & Inclusion, Organizational..., Organizational Design, Human Resources, Workforce Planning, Employee Relations, Personnel Management, Onboarding, Culture Change
Education
City University of New York City College 1972 — 1976
BA, Political Science
BrainStorm, Inc. July 2002 - Present
BYU Associate Entrepreneur Founders Organization October 2007 - Present
Bain & Company June 2000 - July 2002
Chase Manhattan Bank January 1995 - July 1998
Skills
Public Speaking, Hands-on Training, Business Strategy, Entrepreneurship, Start-ups, Strategic Planning, Strategic Partnerships, Management Consulting, Marketing Strategy, Business Planning, New Business Development, Performance Improvement, Training, Project Management, Strategy, Product Management, Leadership, Product Development, Mergers & Acquisitions, Management, Executive Management, Coaching, Business Development, Financial Modeling, SaaS, Competitive Analysis, Analysis, Market Research, Enterprise Software, Product Marketing, Team Leadership, Cross-functional Team..., Program Management, Cloud Computing, Growth Strategies, Turn Around Management, Business Acquisition, Marketing, Team Building
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA
Brigham Young University 1989 — 1994
BA
Professional Legal Trainers Group January 2014 - Present
Proskauer Rose LLP January 2010 - Present
Proskauer Rose LLP October 2006 - December 2009
PA Speer 1996 - 2006
Island Consulting 1994 - 1996
Health Insurance Plan of Greater New York 1991 - 1994
Chase Manhattan Bank 1987 - 1990
Covidea 1985 - 1987
Covidea 1984 - 1985
Education
City University of New York-Brooklyn College
Sarah Gargano Communications October 2009 - Present
Exposure October 2007 - June 2008
Nathalie Jean 2006 - 2007
John Hardy 2005 - 2006
Lalique 1999 - 2005
CHASE MANHATTAN BANK February 1996 - February 1999
MERRILL LYNCH, PIERCE, FENNER, & SMITH July 1992 - February 1996
Skills
Fluent in French, Fluent in Italian, Luxury Goods, Public..., Fashion, French, Public Relations, Luxury Goods, Marketing, Publicity, Brand Management, Marketing Communications, Marketing Strategy, Editorial, International Marketing, Retail, Strategic Communications, Advertising, Brand Development, Social Media, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1992
BA, Business Economics, French
La Sorbonne 1989 — 1990
Bachelor of Science, Economics
Towne Property Management, LLC 2008 - Present
Keller Williams Realty, Summit NJ January 2014 - Present
Coldwell Banker Residential Brokerage 2002 - December 2013
Deloitte Consulting 2001 - 2002
Deutsche Bank 1998 - 2001
Government Securities Clearing Corp. 1996 - 1998
Chase Manhattan Bank 1994 - 1996
Deloitte Touche Tohmatsu; Paris, France 1992 - 1992
AEGIS Insurance Services 1983 - 1990
BankAmerica International, NY 1981 - 1983
Skills
Real Estate, Property Management, Fixed Income, SDLC, Back Office, Financial Analysis, Financial Reporting, Capital Budgeting, Operating Budgets, Reserve Analysis, Vendor Management, Business Analysis, Banking, Private Banking, Accounting, Tax Preparation, Investment Properties, Condominium Management, Listings, Rentals, Single Family Homes, Financial Modeling, Real Estate Economics, Leases, Portfolio Management, FHA, Due Diligence, Real Estate Transactions, Disposition, Asset Managment, Sellers, Mortgage Lending, Buyer Representation, First Time Home Buyers, Land Acquisition, Condos, Residential Homes, Appraisals, Selling, Short Sales, Real Estate Development, Referrals, Negotiation, Brokerage, Investments, Sales, Management, Strategic Planning, Contract Negotiation
Education
Boston University Questrom School of Business 1991 — 1994
MBA, Finance and Accounting
City University of New York
B.S., Business, Finance and Accounting
ESCP Europe
EU strategic management, International Strategic Management
Other
Visitation
Glen Cove School District May 2015 - Present
City of Glen Cove New York July 2014 - Present
Glen Cove School District November 2010 - December 2014
City of Glen Cove Youth Bureau April 2005 - July 2014
Sunrise Oil Company Inc. September 1990 - January 2005
Servco Oil Inc January 1990 - January 2005
Chase Manhattan Bank January 1988 - January 1990
Chase Manhattan Bank January 1986 - January 1988
Chase Manhattan Bank January 1985 - January 1986
Skills
Finance, Contract Negotiation, Training, Inventory Management, Fleet Management, Public Speaking, Grant Writing, Customer Service, Budgets, Office Management, Asset Managment, Bookkeeping, Business, Leadership, Non-profits, Organization, Problem Solving, Strategic Planning, QuickBooks, Youth Work, Microsoft Office, Local Government, School Districts, Deferred Compensation, Inventory Control
Education
Hofstra University 1987 — 1990
MBA, Banking/Finance
Colgate University 1981 — 1985
BA, economics/geology
Ross Valley School District July 2014 - Present
Ross Valley School District June 2011 - Present
United Studios of Self Defense January 2007 - February 2013
Ross Valley School District August 2001 - June 2011
Chase Manhattan Bank August 1989 - August 1994
Skills
Community Outreach, Curriculum Design, Microsoft Excel, Curriculum Development, Customer Service, Editing, Teaching, Public Speaking, Microsoft Office, Early Childhood..., Volunteer Management, Nonprofits, Research, Staff Development, Event Planning
Education
Boston College 1985 — 1989
Russian, Minor in Soviet Studies
Harvard University 1983 — 1985
Russian
Capital One September 2015 - Present
Citi February 2013 - September 2015
Citigroup November 2005 - February 2013
jpmorgan chase February 2003 - October 2005
JPMorgan Chase September 1999 - February 2003
Chase Manhattan Bank April 1999 - September 1999
Chase Manhattan Bank September 1997 - April 1999
Chase Manhattan Bank July 1996 - September 1997
Chemical Bank July 1994 - July 1996
Skills
Payments, Product Management, Cash Management, Product Development, Bill Payment, E-commerce, Financial Services, Payment Systems, Banking, Electronic Payments, Credit Cards, Mobile Payments, Treasury Management, Debit Cards, Payment Card Processing, Internet Banking, Relationship Management, Leadership, Management, Transaction Processing, Competitive Analysis, Strategic Partnerships, Commercial Banking, Enterprise Software, Cross-functional Team..., Business Process, Executive Management, Strategy, P&L Management, Cards, Financial Risk, Risk Management, Segmentation, Mergers
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Lehigh University 1990 — 1994
BS, Chemistry
Oracle 2013 - Present
MetraTech Corp 2011 - 2013
Firm58 2010 - 2011
Netik LLC 2008 - 2010
Madison Grey 2004 - 2008
BNP Paribas 2001 - 2004
MetLife 1997 - 2001
Chase Manhattan Bank 1988 - 1997
Education
Columbia University - Columbia Business School
MS, Business
Wabash College
BA, English
CHAPPO LLC August 2012 - Present
CHAPPO & CO., INC. June 1988 - October 2012
HUNTER, KEITH, MARSHALL & CO., June 1986 - June 1988
NYNEX CREDIT COMPANY 1984 - 1986
MARINE MIDLAND BANK 1982 - 1984
CHASE MANHATTAN BANK 1981 - 1982
U.S. ARMY June 1976 - June 1981
Skills
Project Finance, Corporate Real Estate, Equipment Finance, Venture Capital, Debt, Banking, Credit, Loans, Cash Flow, Corporate Finance, Private Equity, Due Diligence, Financial Modeling, Investment Banking, Valuation, Financial Analysis, Energy, Funding, Finance, Financial Services, Private Placements, Structured Finance, Financial Structuring, Investments, Real Estate Economics, Securities, Capital Markets, Real Estate, Fixed Income, Portfolio Management, Leveraged Finance, Management, Mergers & Acquisitions, Risk Management, Asset Management
Education
United States Military Academy at West Point 1972 — 1976
Bachelor of Science, Engineering
Boston University 1978 — 1980
Corporate Finance
University of Louisville 1980 — 1981
MBA, Corporate Finance
Chase Manhattan Bank Credit Program 1981 — 1982
Credit Analysis and Accounting
New York University - Leonard N. Stern School of Business 1982 — 1984
Professional Certificate, Corporate Finance
Rosen Professional Services 2006 - Present
U.S. Trust 2000 - 2006
Chase Manhattan Bank 1997 - 2000
Skills
Business Analysis, Business Planning, Business Management, Strategic Planning, Program Management, Property Management, Public Speaking, Consulting, Leadership, Management, Budgets, Entrepreneurship, Business Strategy, Start-ups, Management Consulting, Sales, Strategy, Business Development, Finance, Small Business, Investments, CRM, Forecasting, Project Planning, Fundraising, Financial Services, Mergers & Acquisitions, Analysis, Accounting, Wealth Management, Executive Management
Education
California State University-San Bernardino 1991 — 1994
BA, Political Science
University of Southern California 1988 — 1991
Huntington Beach High School 1984 — 1988
CBRE October 2013 - Present
ASA Realty Advisors 2010 - Present
Johnson Controls 2011 - 2013
CB Richard Ellis 2006 - 2010
HSBC 2005 - 2006
Hanger Orthopedic Group 2002 - 2005
First Union National Bank January 2001 - December 2001
PHILIPS ELECTRONICS NORTH AMERICA CORPORATION 1993 - 2000
CHASE MANHATTAN BANK 1988 - 1993
Skills
Real Estate, Site Selection, Corporate Real Estate, Due Diligence, Real Estate Transactions, Property Disposition, Lease Negotiations, Database Administration, Location Intelligence, Commercial Real Estate, Leases, Budgets, Asset Management, Property, Real Estate Development, Disposition, Tenant Representation, Investment Properties, Office Tenant..., Portfolio Management, Project Management, Vendor Management, Mergers & Acquisitions, Negotiation, Lease Administration, Tenant, Real Estate Economics, Brokerage, Acquisitions, Investments, Landlords, Market Analysis, Strategy, Dispositions
Education
Clarkson University
BSCE, Civil & Environmental Engineering
First Sustainable, LLC August 2007 - Present
Structured Settlement Investments January 2003 - August 2007
Millennium Partners March 2002 - February 2005
Society Generale February 1999 - February 2002
Greenwich Capital Markets February 1997 - February 1999
Barclay January 1992 - January 1995
Chemical Bank March 1987 - January 1992
Chase Manhattan Bank October 1985 - February 1987
Education
Harvard University 1984 — 1985
Ph.D., Economics
Cornell University 1981 — 1984
Ph.D., Sociology
Boston College 1977 — 1981
BA, Sociology/Psychology
Fidelity Investments August 2011 - Present
Merrill Lynch November 2007 - January 2010
Merrill Lynch November 2007 - January 2009
FIDELITY INVESTMENT, NATIONAL FINANCIAL SERVICES LLC January 2000 - January 2007
BANK OF January 1997 - January 1999
CHASE MANHATTAN BANK January 1994 - January 1997
BANKERS TRUST COMPANY January 1992 - January 1994
Skills
Securities, Portfolio Management, Financial Risk, Trading, Settlement, Middle Office, Banking, Management, Prime Brokerage, Finance, Series 7, Risk Management
Education
City University of New York-College of Staten Island
AAS, BS, BUSINESS, FINANCE
New York Institute of Finance
Beckham Publications Group 1994 - Present
Brown University July 1970 - July 1987
Chase Manhattan Bank December 1966 - May 1970
Skills
Publishing, Public Relations, Photography, Published Author, Social Media, English, Editing, Social Media Marketing, Marketing Strategy, Public Speaking, Books, Email Marketing, Blogging, Marketing, Advertising
Education
Columbia University School of Law, New York University, the New School for Social Research 1966 — 1969
continuing education courses
Brown University 1962 — 1966
A.B., English lit
Strategic Learning Solutions NY 1996 - Present
American International Group 1992 - 1995
Johnson & Johnson 1987 - 1990
Chase Manhattan Bank 1986 - 1988
Marsh & McLennan 1979 - 1984
Skills
Talent Development, Learning Solutions, Instructional Design, Performance Management, E-learning, Blended Learning, Instructor-led Training, Leadership Development, E-learning Development, Adult Education, Job Descriptions, ILT, ADDIE, Change Management, Curriculum Design, Performance Consulting, Training Delivery, Facilitation, Strategic learning &..., Supervisory Skills, Management Development, Competency mapping, Train-the-Trainer..., Ready-to-go seminars, Script Writing, Onboarding & New Hire..., Experiential & Active..., Case Study Development, Project Management, Contract/On-Call..., Interim Training Team..., Behavioral Interviewing, Career Management..., Onboarding, Staff Development, Performance Improvement, Career Development, Needs Analysis, E-Learning, Program Management, Talent Management
Education
City University of New York-Brooklyn College
MS, Communication/Education
Resume Strategists Inc. September 2014 - Present
LDR Consulting, LLC March 2009 - Present
Citigroup September 2005 - March 2009
Empire BlueCross BlueShield June 1997 - August 2005
Credit Lyonnais 1991 - 1997
Manufacturers Hanover 1987 - 1989
Chase Manhattan Bank 1985 - 1987
Skills
Leadership Development, Organizational..., Change Management, Strategic Planning, Training, Instructional Design, Workshop Facilitation, Program Management, E-Learning, Staff Development, Strategy, Executive Development, Leadership, Executive Coaching, Talent Management, Training Delivery, Banking, Wellness Coaching, Healthcare Industry, Vendor Management, Facilitators, training design, Budgets, strategic planning..., Large Group Facilitation, facilitation, Hogan Assessments, non pr
Education
Teachers College, Columbia University 1981 — 1983
MA, EdM, Counseling Psychology
Bucknell University 1977 — 1981
BA, Linguistics and Foreign Languages
Sacred Heart Academy
Deutsche Bank April 2010 - Present
Deutsche Bank 2005 - 2010
Thomas Weisel Partners 2000 - 2005
UBS Securities 1997 - 2000
Chase Manhattan Bank 1992 - 1996
Skills
Equities, Hedge Funds, Capital Markets, Mutual Funds, Institutional..., Investments, Alternative Investments, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
Boston College 1988 — 1992
Bachelor of Arts, English and Philosophy
Fairfield Prep 1985 — 1988
Mount Vernon Carpet One June 2003 - Present
Mount Vernon Carpet One 1993 - 2003
Chase Manhattan Bank 1988 - 1991
Skills
Customer Service, Team Building, Retail, Merchandising, Sales Management, New Business Development, Sales, Inventory Management, Account Management, Purchasing, Marketing Strategy, Social Media Marketing, Marketing, Leadership, Small Business, Customer Satisfaction, Advertising, Negotiation, Online Marketing, Coaching, Strategic Planning, Budgets
Education
Seattle Pacific University 1984 — 1986
Business
Central Washington University 1980 — 1984
BA, Business/Management
IBM March 2014 - Present
Consultant August 2013 - March 2014
HAVAS LYNX November 2011 - August 2013
Millward Brown December 2010 - November 2011
At various agencies January 2006 - December 2010
Barnes & Noble June 2002 - November 2005
Whittman-Hart / marchFIRST 1999 - 2001
Chase Manhattan Bank 1986 - 1992
Skills
Creative Problem Solving, Critical Thinking, Strategic Thinking, Experience Design, Storytelling, Business Strategy, Research, Consumer Insights, Envisioning, Visual Communication, Qualitative Research, Business Transformation, Customer Insight, Creative Strategy, Creative Concept Design, Information Architecture, Brand Development, Creative Direction, Concept Development, Integrated Marketing, User Experience, User Interface Design, Management, Leadership, Strategy, Mobile Marketing, Market Research, CRM, Mobile Applications, Brand Architecture, Brand Management, Digital Strategy, Business Development, Social Media, Usability, Product Development, Marketing, Digital Media, B2B, Corporate Branding, Interactive Advertising, Digital Marketing, Web Analytics, Online Marketing, Interactive Marketing, Team Building, Logo Design, Strategic Planning, Product Design, Graphic Design
Education
Boston College
BA, Economics
Boston University
MFA, Communication Design
New American Funding Wholesale July 2012 - Present
Century 21 Adobe Realty February 2010 - Present
National City Bank March 2000 - January 2008
National City Bank 2000 - 2008
National City Home Equity 2000 - 2007
Chase Home Mortgage February 1997 - March 2000
The Chase Manhattan Bank 1997 - 2000
Chase Home Mortgage Corporation 1990 - 2000
Chase Manhattan Corporation January 1990 - March 1997
Chase Manhattan Bank January 1990 - January 1997
Skills
Mortgage, Underwriting
Education
California State University
Bachelor of Arts
California State University-Northridge
BA, Liberal Studies
leadGEN Media Group LLC April 2012 - Present
PVTPoint Market Research August 2004 - Present
Adecco Staffing, USA March 2012 - April 2012
UBS / Paine Webber / Mitchell Hutchins February 1996 - August 2002
PaineWebber/ UBS/ Mitchell Hutchins December 1988 - August 2002
Chase Manhattan Bank July 1980 - February 1986
Skills
VBA, VB 6, PHP, JavaScript, Visual Basic, COBOL, Crystal Reports, Microsoft SQL Server, Unix, Databases, Database Design, Shell Scripting, Requirements Analysis, SQL, Access, Software Documentation, Business Analysis, Testing, Operating Systems, Integration
Education
City University of New York-Brooklyn College
Bachelor of Science, Computer and Information Science
Saint Edmund HS
Razom for Ukraine May 2014 - Present
Mike & Randy Inc. October 2013 - Present
Inflection Point Strategy November 2009 - Present
Kicker September 2011 - Present
Brand Value Advisors January 2013 - October 2013
Parham Santana August 2010 - July 2011
Sabbatical April 2009 - November 2009
Thomson Reuters March 2008 - April 2009
McGraw-Hill Companies May 1999 - March 2008
Chase Manhattan Bank 1997 - 1997
Skills
Product Development, Integrated Marketing, Non-profits, Online Marketing, E-commerce, Strategic Planning, Public Speaking, Marketing Strategy, Team Building, Strategy, Business Development, Start-ups, Marketing Communications, Nonprofits, Marketing, Online Advertising, Product Management, New Business Development, Business Strategy, Product Marketing, Leadership
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance and Media Management
Princeton University 1987 — 1991
AB, Politics, American Studies and Soviet Studies
McLean High School
Mphasis August 2011 - Present
Bank of New York Mellon January 2011 - May 2011
Credit Suisse March 2010 - June 2010
Ascend February 2007 - June 2010
Ascend Consulting February 2007 - June 2010
Deutsche Asset Management May 2008 - April 2009
Burrelle'sLuce November 2001 - September 2006
Plural Inc January 1998 - January 2001
JPMorgan Chase June 1986 - October 1998
Chase Manhattan Bank January 1986 - October 1998
Education
Knowledge Movers 2007 — 2007
PMP, Computer and Information Science
City University of New York-Brooklyn College 1976 — 1980
BS, Computers
Brooklyn Talmudeic Academy 1972 — 1976
High School Deploma
MongoDB 2013 - Present
Crisp Media 2008 - 2013
BrainMedia 2004 - 2008
PreCache 2003 - 2003
Aplion Networks 2000 - 2002
DSET 1996 - 2000
Chase Manhattan Bank 1994 - 1996
Grumman 1984 - 1994
Skills
Software Development, Linux, iPhone, JMeter, Ad Serving, SDLC, Java, Mobile Advertising, Mobile Web Design, Testing, Test Automation, Mobile Devices, Unix, JavaScript, MySQL, Quality Assurance, Perl, CSS3, Ad Tech, Test Planning, Shell Scripting, Mobile Applications, Android, Software Quality..., HTML 5
Education
University at Albany, SUNY 1980 — 1984
BS, Computer Science/Applied Math
City University of New York City College
MA, Computer Science
Research Square April 2009 - Present
JPMorgan Chase December 2000 - March 2005
The Jones Group Inc. October 1997 - November 2000
Chase Manhattan Bank 1989 - 1997
Skills
Microsoft Office, Research, Customer Service, Technical Writing, Blogging, Restaurants
Education
Sunrise Culinary Arts - Singapore 2005 — 2005
Certification, Southeast Asian Cuisine
Institute of Culinary Education (ICE) 2001 — 2002
Certification
Bryn Mawr College 1985 — 1989
BA, Chinese Political Philosophy
NYU
Certification, LAN
Standard & Poor's/McGraw-Hill February 1993 - December 2014
Kansallis-Osaki-Pankki December 1987 - January 1993
Chase Manhattan Bank February 1984 - November 1987
Skills
Fixed Income, Financial Modeling, Capital Markets, Financial Markets, Corporate Finance, Valuation, Financial Analysis, Finance, Credit Analysis, Financial Structuring, Portfolio Management, Credit Risk, Private Equity, Non-profit Boards, Management
Education
Brown University
Master of Arts (M.A.)
University of N.H.
Bachelor of Science (B.S.)
Madison Consulting Group May 2014 - Present
Management Consulting 2012 - Present
SCORE "Counselors to America's Small Business" 2010 - 2012
Lord & Taylor 2007 - 2008
DeSola Group 1997 - 2007
Chase Manhattan Bank 1993 - 1997
Chemical Bank 1981 - 1993
Skills
Research, Management Consulting, Business Strategy, Business Planning, New Business Development, Industry Analysis, Market Analysis, Financial Analysis, Banking, Strategic Planning, Retail, Strategy Development, Strategy, Leadership, Coaching, Leadership Development, Mergers & Acquisitions, Competitive Analysis, Executive Management, Business Development, Start-ups, Finance, Market Research, Management, Marketing, Analysis, Project Planning
Education
Fashion Institute of Technology 2009 — 2011
Continuing Education
Fashion Institute of Technology 2007 — 2007
Professional Certificate
Fordham University - Graduate School of Business Administration 1984 — 1987
MBA
Boston University - School of Management 1977 — 1981
BSBA
Citi May 2015 - Present
RBS June 2010 - December 2013
JPMorgan Chase Bank October 2007 - June 2010
JPMorgan Chase July 2003 - September 2007
Resources Connection December 2002 - June 2003
BT Financial Group February 2001 - September 2001
Chase Manhattan Bank July 1999 - December 2000
Ernst & Young September 1995 - July 1999
Skills
Banking, Business Process..., Cash Management, AML, Financial Risk, Internal Audit, Management, Operational Risk, Operational Risk..., Risk Management, Credit, Anti Money Laundering, Portfolio Management
Education
California State University-Long Beach - College of Business Administration 1992 — 1994
HSBC April 2013 - Present
Hudson City Savings Bank January 2012 - April 2013
Metlife Bank September 2007 - January 2012
Yardville National Bank December 2004 - September 2007
Hudson United Bank January 1999 - December 2004
Chase Manhattan Bank January 1988 - March 1996
Skills
Consumer Lending, Risk Management, Banking, Compliance, CRA, Fair Lending, BSA/AML, Privacy Compliance, Bank Security, Retail, Loan Servicing, Mortgage Marketing, Security, AML, Risk Assessment, Retail Banking, Privacy Law, Loans, Fairs, Clinical Research..., Operational Risk, Mortgage Lending, Governance, Credit Risk, Enterprise Risk..., Credit, Financial Risk, Information Security, Financial Services, Portfolio Management, KYC, Management, Leadership, Financial Institutions, OFAC, Credit Analysis, Mortgage Banking, Loan Origination, Bank Secrecy Act, Fraud, Anti Money Laundering
Education
ABA Graduate School of Compliance 2000 — 2000
ABA National Compliance School 2000 — 2000
City University of New York-Hunter College
Stonier Graduate School of Banking
Peoples United Bank March 2009 - Present
People's United Bank 2009 - 2009
JPMorgan Chase June 2001 - June 2008
JPMorgan Chase September 1980 - June 2008
Chase Manhattan Bank 1980 - 1995
JPMorgan Chase June 1987 - August 1989
Skills
Banking, Risk Management, Finance, Investments, Loans, Management, Portfolio Management, Credit Analysis, Affordable Housing, Asset Management, Capital Markets, Commercial Banking, Commercial Lending, Community Development, Consumer Lending, Credit, Due Diligence, Credit Risk, Economic Development, Financial Modeling, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, Financial Risk, Loan Origination, Mergers, Private Equity, Personnel Management, Securities, Small Business Lending, Strategic Planning, Valuation
Education
New York University - Leonard N. Stern School of Business 1984 — 1987
MBA, Finance
College of the Holy Cross 1976 — 1980
BA, Economics
ZS Associates June 2015 - Present
Deloitte Consulting November 1998 - May 2015
PricewaterhouseCoopers LLP January 1997 - October 1998
Quantra Corporation January 1994 - January 1997
Chase Manhattan Bank July 1992 - January 1994
Chase Manhattan Bank July 1989 - July 1992
Skills
ERP, Management Consulting, Acquisition Integration, IT Strategy, Business Intelligence, PMO, JD Edwards, SDLC, Enterprise Architecture, Business Process..., Business Process, Business Process..., Oracle, Business Transformation, Project Management, Management, Data Warehousing, Software Development, Business Process Design, Business Strategy, Business Analysis
Education
Bryant University 1985 — 1989
B.S, Finance
Self employed April 2006 - Present
JPMorgan Chase December 1980 - April 2010
JPMorgan January 1980 - April 2010
JP Morgan 1980 - 2010
Chase 1980 - 2009
Chase Manhattan Bank 1980 - 2009
JP Morgan Chase 1980 - 2009
JPMorganChase Bank 1980 - 2009
Skills
Financial Services, Fixed Income, Operational Risk..., Business Analysis, Relationship Management, Mergers & Acquisitions, Portfolio Management, Global Custody, Strategy, Project Management, Business Process..., IT Strategy, Governance, Banking, Asset Managment, Asset Management, Requirements Gathering, Risk Management, Project Portfolio..., PMO, Series 7, Trading Systems, Vendor Management, Derivatives, Financial Modeling, Credit Risk, SDLC, Financial Risk, Investment Banking, Process Improvement, Payments, Investments, Outsourcing, Management, Offshoring, Capital Markets, Securities, Commercial Banking, Cash Management, Program Management, Financial Analysis, Loans, Series 63, Change Management, Equities
Education
City University of New York-Herbert H. Lehman College 1970 — 1974
ba, business
Samadhi Games LLC January 2011 - Present
Pegg August 2014 - August 2015
MobiMeeds Corporation June 2011 - March 2014
Siemens ITS June 2008 - December 2010
Charming Shoppes July 2005 - June 2008
TIAA-CREF March 2000 - March 2002
SALOMON SMITH BARNEY March 1998 - September 1998
Chase Manhattan Bank September 1995 - October 1997
Moody's Investors Service July 1995 - September 1995
Evolution Online Systems January 1995 - July 1995
Skills
iOS Development, Objective-C, Java, Agile Methodologies, Software Development, JUnit, XML, Mobile Applications, Ant, SQL, Java Enterprise Edition, Spring, Eclipse, EJB, Database Design, JDBC, PostgreSQL, CVS, XSLT, Git, SOAP, JavaScript, Integration, MySQL, Hibernate, REST, Microsoft SQL Server, AJAX, Mobile Devices, CSS, Software Project..., SDLC, Spring Framework, Tomcat, JPA, Subversion, Linux, Databases, HTML
Education
Chaffey College 1989 — 1991
Music
ACGT January 2001 - Present
Bankers Trust Company 1984 - 1993
Home Box Office 1983 - 1984
Chase Manhattan Bank 1979 - 1982
Skills
Nonprofits, Program Management, Management, Marketing, Healthcare, Finance, Cancer, Fundraising, Grant Writing, Program Development, Strategic Planning, Strategy, Social Media, Public Speaking, Community Outreach, Public Relations, Marketing Strategy, Entrepreneurship, Research, Business Strategy, Non-profits, Series 7, Hedge Funds, Equities, New Business Development, Alternative Investments, Capital Markets, Marketing Communications
Education
Columbia University - Columbia Business School 1982 — 1983
MBA
Colgate University 1976 — 1979
BA, International Relations
Great-West Financial March 2011 - September 2014
Bernstein-Rein Advertising April 2008 - March 2011
Bernstein-Rein March 2004 - April 2008
American Century Investments July 1997 - March 2004
Mutual Fund Education Alliance March 1999 - January 2004
Investment Company Institute March 1999 - January 2004
Third Age Media August 1999 - March 2003
American Express Consumer Card Services Group September 1995 - March 1997
Chase Manhattan Bank May 1994 - September 1995
American Express Consumer Card Services Group May 1989 - May 1994
Skills
Segmentation, New Business Development, Analytics, Product Development, Database Marketing, Direct Marketing, Digital Marketing, Marketing Strategy, Integrated Marketing, Market Research, Market Planning, Marketing Communications, Email Marketing, Brand Development, Marketing Research, Online Marketing, Strategic Planning, Marketing Management, Competitive Analysis, Advertising, Lead Generation, Business Strategy, Social Media Marketing, Social Media, Product Management, B2B, SEM, Digital Strategy, Public Relations, Product Marketing, Customer Relations, Corporate Communications, Web Analytics, Cross-functional Team..., Team Leadership, Direct Mail, SEO, Strategy Development, Thought Leadership, Team Building, Customer Acquisition, E-commerce, Budget Management, Online Advertising, Digital Media, Mutual Funds, Investment Management, Consumer Lending, Retirement, Insurance
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Marketing & Finance
Hamilton College 1978 — 1982
BA, English Literature
Mt. Greylock Regional High School
Derive Technologies January 2001 - Present
Microage, Inc 1992 - 2001
American Cyanamid 1991 - 1992
Chase Manhattan Bank 1986 - 1991
Skills
Hybrid Cloud, Organizational..., Staff Development, Software Project..., Sales Management, Sales Operations, Sales Process, Sales Presentations, Microsoft Technologies, Private Cloud, Financial Services, Healthcare Information..., Public Safety, IT Strategy
Education
Brooklyn College 1982 — 1985
BS, Computer Science
International Society of Transport Aircraft Trading (ISTAT) March 2015 - Present
Global Principal Finance Company, LLC January 2008 - Present
Rolls-Royce North America May 2004 - May 2013
JP Morgan 1975 - 2002
JPMorgan 1975 - 2002
Chase Manhattan Bank 1975 - 1976
Skills
Corporate Finance, Asset Managment, Structured Finance, Capital Markets, Investment Banking, Portfolio Management, Private Equity, Restructuring, Financial Structuring, Due Diligence, Business Planning, Asset Management, Financial Analysis, Financial Risk, Risk Management, Finance, Leveraged Finance, Executive Management, Investments, Managerial Finance, Strategy, Venture Capital, Emerging Markets, Banking, Business Strategy, Investor Relations, Management, Management Consulting
Education
Carnegie Mellon University - Tepper School of Business 1973 — 1975
MBA, Accounting and Marketing
Union College 1969 — 1973
BS, Mathematics
First Republic Bank October 2001 - Present
Chase Manhattan Bank 1998 - 2000
Chase Manhattan Bank 1991 - 1993
Skills
Mortgage Lending
Education
City University of New York City College 2015 — 2020
BS - Mathematics, Applied Mathematics
Verizon Wireless March 2003 - Present
Sony Electronics April 1998 - August 2002
Simon and Schuster April 1989 - April 1998
Chase Home Mortgage April 1987 - April 1989
Chase Manhattan Bank March 1981 - April 1987
Metropolitan Life November 1979 - March 1981
Skills
VSAM, CICS, JCL, MVS, HTML, Mainframe, TSO, COBOL, DB2, SQL Server, SQL, Sybase, Systems Analysis, Inventory Management, Problem Solving, Databases, Microsoft Office, Excel, XML, Programming, Customer Relations, Change Management, QMF, FTP, Fileaid, Syncsort, Intertest, Easytrieve, Xpediter, Application Development, SPUFI, Database Design, IBM Utilities, DB2/SQL, ISPF, IBM Mainframe, Production Support, NDM, User Acceptance Testing, Requirements Analysis, z/OS, Relational Databases, Websphere, Remedy, Windows, Software Development, Data Modeling, Visio, IMS DB/DC
Education
Iona College 1978 — 1981
MBA, MIS
City University of New York City College 1966 — 1971
B.S., Biology
GE Capital - Treasury February 2013 - Present
GE Capital Equipment Finance June 2011 - February 2013
GE Capital Americas March 2008 - June 2011
GE Energy Financial Services January 2004 - March 2008
GE Structured Finance Group January 2002 - January 2004
GE Capital - Card Services August 1999 - January 2002
GE Capital August 1999 - August 2001
Chase Manhattan Bank June 1998 - August 1999
Skills
Cross-functional Team..., Business Analysis, Program Management, Product Management, Process Improvement, Leadership, IT Strategy, SDLC, Portfolio Management, Vendor Management, Integration, Six Sigma, Business Process..., Enterprise Architecture
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Lehigh University 1994 — 1998
Industrial Engineering
The Glenmede Trust Company, N.A. November 2009 - Present
J&J Blue Enterprises, LLC October 2008 - December 2008
Threshold Group June 2005 - October 2008
US Trust Company of NY March 1987 - June 2005
National Westminster Bank, NA January 1985 - January 1987
Chase Manhattan Bank January 1982 - January 1985
Skills
Investments, Wealth Management..., Wealth, Wealth Management, Estate Planning, High Net Worth..., Financial Advisory
Education
Emory University School of Law 1979 — 1982
JD, Law
University of Pennsylvania 1976 — 1979
B.A, cum laude, American History, Art History
Colby College 1975 — 1976
n/a
Empower Federal Credit Union February 2013 - Present
BRINKS INC. November 2012 - February 2013
OfficeTeam November 2011 - October 2012
ADP March 1997 - October 2011
ALDI March 2008 - November 2010
NICE N EASY GROCERY SHOPPES July 2003 - March 2008
ST. JOSEPH'S HOSPITAL HEALTH CENTER February 1995 - March 1997
CHASE MANHATTAN BANK June 1992 - February 1995
HISCOCK & BARCLAY July 1990 - August 1991
POMCO September 1989 - July 1990
Skills
Customer Service, Microsoft Office, Leadership, Microsoft Excel, Microsoft Word, ADP Payroll, PowerPoint, Budgets, Data Analysis, Mainframe, Retail, Marketing, Software Documentation, Social Media, Benefits Administration
Education
Bryant & Stratton College 1987 — 1989
Associate Degree, Computer Programming
Bryant & Stratton Business Institute
Associate Degree, Computer Programming
Onondaga Community College
State University of New York College at Oswego
Disney ABC Television 2009 - 2014
Journal of Business Continuity & Emergency Planning 2007 - 2014
Disaster Resource Guide 2007 - 2014
Simon Wiesenthal Center 2005 - 2014
Business Network of Emergency Resources 2000 - 2014
Association of Contingency Planners 2009 - 2010
Comcast 2007 - 2009
Avaya 2003 - 2007
Merrill Lynch 1997 - 2003
Chase Manhattan Bank 1988 - 1997
Skills
Crisis Management, Disaster Recovery, Business Continuity, Public Speaking, Public/Private..., Risk Management, Emergency Management, Incident Management, Crisis Communications, Contingency Planning, Published Author, Guest Lecturing, Editorial, Cross-functional Team..., Homeland Security, Risk Assessment, Business Continuity..., Security, Preparedness, Project Planning, Start-ups, Governance, Strategy, Information Technology, Content Management, Copywriting, Public Relations, Non-profits, Public/private..., Management, Program Management, Interviews, Nonprofits, Emergency Services, Leadership, Team Leadership, Vendor Management, Government, Policy, Strategic Planning, Internal Communications, Information Security..., Disaster Response, Information Security, Project Management, Event Management, Business Resilience, Proposal Writing, International Relations, Strategic Communications
Education
Naval Postgraduate School and the US Dept. of Homeland Security 2012 — 2013
Executive Leaders Program (ELP)
City University of New York-Herbert H. Lehman College 1973 — 1977
HSBC Global Banking and Markets 1994 - 2014
Chase Manhattan Bank 1985 - 1994
Skills
Derivatives, Management, Customer Service, Banking, Microsoft Office, Project Management, Microsoft Excel, Risk Management, Financial Analysis
Education
William E. Simon School of Business 1983 — 1985
Master of Business Administration (MBA), Finance, General
Bucknell University 1975 — 1979
Bachelor of Science (B.S.)
irondequoit high School 1971 — 1975
Bucknell University
ABB March 2013 - Present
Civil Air Patrol 2014 - 2015
Civil Air Patrol 2014 - 2015
Investors Title Company May 2012 - September 2012
Credit Suisse AG July 2007 - May 2012
Forbo Adhesives LLC June 2002 - July 2007
Reichhold Chemicals Inc. August 2001 - June 2002
Reichhold Chemicals Inc. January 2000 - August 2001
UBS AG April 1998 - September 1999
Chase Manhattan Bank August 1997 - April 1998
Skills
Financial Reporting, Corporate Finance, Accounting, Hyperion Enterprise, Forecasting, General Ledger, Finance, Investments, Derivatives, Banking, Due Diligence, Cash Flow, Financial Statements, Accounts Receivable, Equities, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Cash Management, Financial Accounting, Account Reconciliation, Treasury Management, Accounts Payable, Risk Management, SAP, Investment Banking, Cash Flow Forecasting, FX Options, Sales & Use Tax, State Tax, local tax, Lawson General Ledger, PeopleSoft Financial, Auditing, Mergers & Acquisitions, Analysis, Financial Modeling, Asset Management, Treasury, Process Improvement, Managerial Finance, Portfolio Management, Credit, Financial Risk, Budgets, Strategic Financial..., Payroll, Tax, Variance Analysis, Internal Audit
Education
Campbell University 1992 — 1994
MBA, Financial Management
State University College at Brockport 1985 — 1987
B.S, Business Administration; Accounting and Financial Management
Orange County Community College 1984 — 1985
AAS, Accounting
Direct Energy January 2015 - Present
Direct Energy October 2012 - January 2015
Vinson and Elkins August 2011 - April 2012
Sterling Bank September 2010 - August 2011
Invesco Ltd. February 2010 - September 2010
Bank of New York Mellon July 2005 - August 2008
JPMorgan Chase November 2002 - July 2005
United States Naval Reserve 1983 - 2003
JPMorgan Chase July 2000 - November 2002
Chase Manhattan Bank 1997 - 2000
Skills
Cash Management, Treasury, Process Improvement, Financial Analysis, Financial Modeling, Strategy, Forecasting, Capital Markets, Essbase, Management, Budgets, Structured Finance, Program Management, Treasury Management, Due Diligence, Investments, Change Management, Portfolio Management, Mergers, Analysis, Product Management, Business Development, Strategic Planning, Mergers & Acquisitions, Executive Management, Cash Flow, Financial Reporting, Strategic Financial..., Leadership, Banking, Finance, Financial Services, Project Management, Risk Management, Business Process, Internal Audit, CRM, Analytics, Credit, SAP, Corporate Finance, Managerial Finance, Variance Analysis, Sarbanes-Oxley Act
Education
Tulane University - A.B. Freeman School of Business 1991 — 1993
MBA, Electives in Strategy and Finance
California State Polytechnic University-Pomona 1987 — 1991
BS, Finance, Real Estate and Law
University of Houston, C.T. Bauer College of Business
Accounting
Hewlett Packard Enterprise Services May 2010 - Present
HEWLETT PACKARD May 2010 - Present
Universal Music Group September 2007 - May 2010
Universal Music Group October 1999 - September 2007
CHASE MANHATTAN BANK July 1997 - July 1999
TELLABS WIRELESS INC February 1996 - July 1997
REGENCY HOTEL MANAGEMENT LTD January 1990 - February 1996
Skills
Servers, Windows Server, System Deployment, System Administration, Troubleshooting, Technical Support, Networking, Microsoft Exchange, Citrix, HP
Education
Boston University
Accounting
Career Center of Ireland
Diploma, Reception Training
Dublin Institute of Adult Education
Irish Times Training School
Certificate, Secretarial Skills
Our Lady's College
University of Massachusetts
University of Massachusetts
Certificate, Computer Proficiency
University of Massachusetts
Basic Programming
CGI December 2014 - Present
Bank of Tokyo-Mitsubishi UFJ August 2012 - September 2014
HSBC November 2008 - August 2011
Citigroup October 2005 - October 2008
Standard Chartered Bank November 2000 - June 2005
Standard Chartered Bank October 1996 - November 2000
Chase Manhattan Bank October 1982 - October 1996
Skills
Trade Finance, Commercial Banking, Letters Of Credit, Operational Risk, International Trade, Wholesale Banking, Banking Operations, Financial Institutions, Letters of Credit, Banking, CRM, Cash Management, Credit, Core Banking, Credit Analysis, Credit Risk, FX Options, Financial Markets, Commodity, Financial Risk, Financial Services, Financial Structuring, Financial Transactions, Investment Banking, Management, Payments, SWIFT payments, Structured Finance, Syndications, Trading, Treasury Management
Education
Saint John's University 1981 — 1982
John Jay College of Criminal Justice 1977 — 1980
Ascentta February 2012 - Present
JP Morgan Chase April 1996 - December 1996
JPMorgan Chase January 1987 - January 1994
Chase Manhattan Bank January 1984 - January 1987
Skills
CICS, JCL, DB2, VSAM, TSO, IBM Mainframe, Testing, PL/1, Program Management, Security, Project Management, ISPF
Education
Brooklyn College
Bachelor's Degree, Computer and Information Science
Brooklyn College of the City University of New York
B.S. Degree, Computer and Information Science
Three Rivers Telecom Consulting April 2012 - Present
New Canaan Public Schools November 1996 - September 2011
International Scientific Communications July 1993 - November 1996
Baniff Direct Mail March 1993 - July 1993
Chase Manhattan Bank August 1991 - March 1993
Skills
Strategic Leadership, Team Building, Telecommunications..., Multiplexing, Unified Messaging, Voice & Data Convergence, Information Security..., Educational Technology, Managed Services, Mobile Technology, SIP, PSTN, LAN-WAN, VoIP, PLMN, MPLS VPN, Ethernet, Windows, Land Mobile Radio, Physical Security, Technical Writing, Food Writing, Cisco, Cisco Technologies, SDLC, Data Analysis, Network Design, Network Security, Mobile Devices, Management, Project Management, Data Center, Security, Virtualization, Integration, WAN, Unified Communications, Disaster Recovery, Professional Services, Wireless, Vendor Management
Education
Central Connecticut State University 1987 — 1996
BA, Communications and Sociology
Fairfield Prep 1983 — 1987
Scholastic March 2015 - July 2015
e-Scholastic July 2003 - March 2015
Kozmo.com April 2000 - April 2001
Page net of New York August 1998 - April 2000
Chase Manhattan Bank November 1997 - May 1998
Skills
Microsoft Excel, Microsoft Word, Content Management, Customer Service, Access, Database Administration, File Management, Omniture, Windows 2000, Invoicing, Outlook, Internet Explorer, Firefox, SQL, Windows 95, Magento, Social Media, XP, Microsoft Exchange, Illustrator, Customer Service..., Account Reconciliation, SDLC, Mac, E-commerce, Technical Writing, Microsoft Windows 98, Websphere, CPOE, Cybersource, Email Marketing, Digital Media, Management, Digital Strategy, Social Media Marketing
Education
City University of New York City College 1990 — 1995
Bachelors, English/ Secondary Education
Queens College 1987 — 1989
Tranferred to City College, Secondary ED/English/Creative Writing
UBS November 2001 - May 2014
Nomura Securities March 1995 - November 2001
Kidder Peabody June 1992 - March 1995
Chase Manhattan Bank March 1990 - June 1992
Bank of New England June 1987 - March 1990
Skills
Capital Markets, Investment Banking, Fixed Income, Derivatives, Hedge Funds, Valuation, Structured Products, Financial Modeling, Asset Management
Education
Boston College 1988 — 1990
Master of Science (M.S.), Finance, General
University of New Hampshire 1983 — 1987
Bachelor's Degree, Business Administration and Management, General, Magna cum Laude
Sojern November 2013 - Present
Altius Education, Inc May 2010 - February 2013
Monster Worldwide: Affinity Labs & FastWeb January 2008 - October 2009
Affinity Labs, Inc. September 2006 - January 2008
Ameniti Travel Clubs, Inc. February 2005 - August 2006
United New Ventures/UAL Loyalty Services May 2001 - April 2005
Chase Manhattan Bank August 1997 - April 2001
Chase Manhattan Bank July 1995 - August 1997
Federal Reserve Board July 1991 - July 1993
U.S. Securities and Exchange Commission June 1990 - July 1990
Skills
Analytics, Start-ups, Lead Generation, Finance, Management, Financial Analysis, Operations Management, Venture Capital, Business Development, Strategic Planning, Entrepreneurship, Marketing, Corporate Finance, Negotiation, Online Advertising, Risk Management, E-commerce, Mergers & Acquisitions, Analysis, Executive Management, Direct Marketing, Portfolio Management, Strategic Partnerships, Leadership, Forecasting, SaaS, Project Planning, Business Strategy, Budgets, CRM, Corporate Development, Financial Modeling, Product Marketing, Product Management, Sales Management, Competitive Analysis, Cross-functional Team..., Management Consulting, Marketing Strategy, New Business Development, Strategy, Market Research, Business Planning, Banking, SEM, Online Marketing, Salesforce.com, Digital Marketing, Sales
Education
Stanford Graduate School of Business 1993 — 1995
MBA
Brigham Young University 1986 — 1991
B.A., Economics
WithumSmith+Brown May 2010 - Present
Marks Paneth & Shron LLP November 2007 - April 2010
Holtz Rubenstein Reminick, LLP 1999 - 2007
Chase Manhattan Bank 1989 - 1999
Skills
Tax, Estate Tax Planning, Financial Planners, Trusts, Income Tax, Financial Reporting, Estate Planning, Estate Law, Gift Tax, Tax Preparation, CPA, Fiduciary, High Net Worth..., LLC, Tax Research, Accounting, Auditing, Financial Planning, Corporate Tax
Education
Long Island University
MBA, Finance
City University of New York-Hunter College 1981 — 1987
BS, Accounting
AIG May 2012 - July 2013
Treasury Strategies, Inc. August 2010 - August 2011
GENERAL ELECTRIC COMPANY August 2003 - August 2010
Ernst & Young/Arthur Andersen April 1998 - July 2003
Coopers & Lybrand March 1993 - April 1998
Chase Manhattan Bank June 1989 - March 1993
Bank of America January 1982 - January 1989
Skills
FX, Cash Management, Risk Management, Derivatives, Disaster Recovery, Investments, Credit, Credit Derivatives, Compliance, Treasury Management, AML, SOX, KYC, Banking, Interest Rate..., Business Continuity, Commodities, OFAC, BSA, Money Market, Trading, Hedging, USA PATRIOT Act, Bank Secrecy Act, Funding, Internal Controls, Treasury, FX Options, Sarbanes-Oxley Act, Commodity, Payments, Capital Markets, Portfolio Management, Finance, Operational Risk, Strategy, Business Process, Options, Foreign Exchange, Managerial Finance, Credit Risk, Financial Reporting, Basel II, Operational Risk..., Enterprise Risk..., Analysis, Corporate Finance, Financial Institutions, Liquidity Management, ALM
Education
Pace University - Lubin School of Business 1975 — 1978
MBA, Finance and Banking
City University of New York-Herbert H. Lehman College
BA, Mathematics; Accounting
MUFG Union Bank (Americas) November 2012 - Present
Bank of the West (US) / BNP Paribas October 2010 - November 2012
Financial Risk Advisors LLC June 2009 - December 2010
ING Bank August 1994 - June 2009
CIBC (Canadian Imperial Bank of Commerce) 1992 - 1994
Chase Manhattan Bank 1987 - 1992
First Interstate Bank (Primary Dealer) 1986 - 1987
The Church of Jesus Christ of Latter-day Saints (Mormon) November 1978 - November 1980
Skills
Portfolio Management, Capital Markets, Derivatives, Risk Management, Credit Risk, Hedging, Financial Risk, Structured Products, Banking, Market Risk, Equities, Economic Capital, Management Consulting, Public Speaking, Finance, ALM, Mergers & Acquisitions, Counterparty Risk, Enterprise Risk..., Basel II, Credit Analysis, Microsoft Excel, Credit, Credit Derivatives, Data Analysis, Market Research, Risk Assessment, Liquidity Risk, Tax, Leveraged Lending, Credit Portfolio..., Tax Structuring, Treasury, Institutional..., Capital Markets..., CCAR, Analytics
Education
Brigham Young University 1984 — 1986
MBA
University of Utah 1982 — 1984
BA, Psychology
LearnedLeague November 1997 - Present
Microsoft April 2008 - March 2014
Pfizer Inc July 2001 - March 2008
Chase Manhattan Bank February 1999 - August 1999
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
University of Notre Dame 1990 — 1994
BA, Economics/History
Long Island Tax Resolution Services 1998 - Present
Prudential Securities Inc. 1982 - 1998
Chase Manhattan Bank 1978 - 1982
New York Daily News 1976 - 1978
Leviton 1972 - 1976
Skills
Tax, Tax Preparation, IRS, IRS problem resolution, IRS Enrolled Agent, Income Tax, Accounting, Financial Audits, Bankruptcy, Appeals, Garnishments, Penalty Abatement, Offers in Compromise, Installment Agreements, Bank Levies, Small Business, Finance, CPA, Social Media, Investments, Financial Analysis, Tax Returns, Auditing
Education
College for Financial Planning 1988 — 1990
CFP, Financial Planning
Rutgers, The State University of New Jersey-Newark 1979 — 1982
MBA, Finance
Fordham University 1968 — 1972
BA, History
Fordham Preparatory School 1964 — 1968
Liberal Arts
Jewell Consulting Group August 1995 - Present
BPI group November 2011 - Present
Columbia Business School March 2011 - Present
Fleishman Hillard 1993 - 1994
IBM Corporation 1981 - 1993
Satellite Business Systems January 1984 - September 1985
New York Times 1979 - 1980
Chase Manhattan Bank 1974 - 1979
Skills
Organizational..., Executive Coaching, Strategy Realignment, Storytelling, Keynote Speaking, Emotional Intelligence, Systems Thinking, Team Building, Workshop Facilitation, Seminars, Strategy, Coaching, Management Consulting, Training, Start-ups, Management Development, Leadership, Program Management, Organizational..., Management, Entrepreneurship, Consulting, Interviews, Integrated Marketing, Staff Development, Leadership Development, Thought Leadership, Executive Development, Government, Organizational Design, Strategic Consulting, Career Counseling, Executive Management, Career Development, Strategic Partnerships, Public Speaking, Change Management, Performance Improvement, Culture Change, Career Management, Strategic Thinking, Corporate Development, Social Entrepreneurship, Business Strategy, Public Relations, Marketing, MBTI, Personal Branding, Human Capital, Strategic Leadership
Education
Columbia University - Columbia Business School 1980 — 1981
MBA, International Business and Marketing
City University of New York City College 1974 — 1977
B.A, Sociology and Communications
Center for Bilingual Multicultural Studies, Cuernavaca, Mexico
Spanish
University of Pennsylvania - The Wharton School
Executive Education, Leadership and Relationship Building
Johnson & Johnson March 2011 - Present
Aon Hewitt December 2006 - March 2011
Watson Wyatt Worldwide June 2006 - December 2006
Wendco of Puerto Rico Inc September 2003 - March 2005
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates August 1999 - January 2002
Interior Space Management of MI Inc. December 1998 - July 1999
Schulman, Ronca, Bucuvalas, Inc October 1997 - December 1998
NYC Housing Authority April 1996 - May 1997
Chase Manhattan Bank January 1995 - March 1996
Skills
Onboarding, Succession Planning, Talent Management, Performance Management, Workforce Planning, Human Resources, Data Analysis
Education
Interamerican University
Master, Business Administration
City University of New York
Bachelor of Arts, Psychology
Prudential Financial January 2006 - Present
Prudential Assurance November 2001 - Present
Prudential Financial January 2001 - January 2006
Citigroup September 2000 - September 2001
Citigroup January 2000 - January 2001
Chase Manhattan Bank: Jericho, NY. 1996 - 2000 August 1996 - August 2000
Chase Manhattan Bank January 1996 - January 2000
Skills
Management, Leadership, Call Centers
Education
Strayer University
MBA, Management
Chestnut Hill College
Bachelors of Science, Finance
Union for Reform Judaism August 2011 - Present
MAB-IT Enterprises December 2010 - August 2011
Metropolitan Museum of Art April 2000 - November 2010
Metropolitan Opera 1995 - 2000
Chase Manhattan Bank 1988 - 1995
Computer Task Group 1984 - 1987
HBO 1984 - 1985
Equitable Life & Casualty 1982 - 1984
Skills
Program Management, IT Strategy, Management Consulting, IT Management, Project Management, Leadership, Agile Methodologies, Strategic Planning, E-commerce, Data Center, PMO, Consulting, Analytics, ERP, Integration, Cloud Computing, Budgets, Databases, Fundraising, Strategy, Data Warehousing, SharePoint, Product Management, Business Intelligence, Governance, Nonprofits, Business Analysis, Vendor Management, Executive Management, Information Technology, Enterprise Software, SaaS, Management
Education
Pace University - Lubin School of Business 1991 — 1994
MBA, Finance
City University of New York-Hunter College
BS, Computer Science
Mount Holyoke College Asian Alumnae Symposium 2012 - Present
UP (University Placements) Ltd. 2009 - Present
Mount Holyoke College September 2008 - 2013
Association of Asian American Bankers 2007 - 2012
United Commercial Bank January 1999 - November 2009
DAE Advertising 1996 - December 1998
Bank of America September 1982 - 1994
Chase Manhattan Bank 1980 - 1982
Skills
Advertising, Strategic Planning, Banking, Risk Management, Credit, Marketing, Product Management, Commercial Banking, Strategy, Marketing Communications, Marketing Strategy, Commercial Lending, Leadership
Education
Carnegie Mellon University - Tepper School of Business
MBA
Mount Holyoke College
BA
TIAA-CREF July 2005 - Present
Bank Of America 2002 - 2005
Verizon 1998 - 2000
Chase Manhattan Bank 1997 - 2000
Vedaris 1995 - 1996
Skills
IT Strategy, Fixed Income, Enterprise Software, SDLC, Risk Management, Business Intelligence, Vendor Management, Program Management, Portfolio Management, Analytics, Strategy, Integration, Business Analysis, Microsoft SQL Server, Oracle, Leadership
Education
College for Financial Planning 2006 — 2008
M.S., Financial Analytics
National Institute Of Technology, Hamirpur 1990 — 1994
B.Tech, Computer Science & Engg
CUNY Borough of Manhattan Community College March 2008 - Present
i-Deal LLC March 1999 - October 2005
Investment Management Services December 1998 - February 1999
Solomon Smith Barney March 1998 - November 1998
The Consortium August 1997 - March 1998
Renaissance Software, Inc. March 1997 - August 1997
CHASE Manhattan Bank June 1984 - November 1996
Education
City University of New York-Brooklyn College 1973 — 1975
none, Biology / Chemistry
Mercer 1998 - Present
Mercer Human Resource Consulting 1998 - Present
KPMG May 1985 - September 1998
Ernst and Whinney September 1982 - April 1985
Chase Manhattan Bank August 1979 - August 1982
The Hartford June 1977 - August 1979
Skills
Employee Benefits, Executive Pay, HR Consulting, Human Resources, Incentive Programs, Deferred Compensation, Organizational Design, Succession Planning, Compensation & Benefit, Executive Management, Change Management, Mergers & Acquisitions
Education
University of Oklahoma 1976 — 1978
MA in Management
Cameron University 1970 — 1974
BS in Business, Management
Mel's Magnificent Cheesecakes April 1997 - Present
FootHelpers Corp October 2011 - January 2012
Henry Enterprises February 2007 - January 2011
Mastech Enterprise August 2007 - October 2009
Capitol City Bank & Trust Company October 1998 - June 2007
Mutual Federal Savings Bank 1996 - 1997
Chase Manhattan Bank 1995 - 1996
Def Jam Records 1994 - 1995
Skills
POS, Strategic Planning, Sales Management, Business Development, New Business Development, Microsoft Office, Customer Service, Product Development, Negotiation, Project Management, Marketing Strategy, Team Building, Marketing, Sales, Account Management, Leadership, Business Analysis, Business Planning, Business Strategy, CRM, Cross-functional Team..., Entrepreneurship, Leadership Development, Management, Market Research, Microsoft Excel, Process Improvement, Product Management, Product Marketing, Program Management, Public Relations, Public Speaking, Recruiting, Retail, Social Media Marketing, Solution Selling, Strategy, Team Leadership, Telecommunications, Training
Education
Clark Atlanta University 1994 — 1997
Victoria Fine Foods 2010 - Present
Dean Enterprises 2003 - Present
Birds Eye Foods 2007 - 2008
Ecce Panis Breads-J. P. Morgan Partners 2002 - 2003
Sara Lee Bakery 1997 - 2001
Bestfoods Baking 1985 - 1997
Chase Manhattan Bank 1982 - 1985
Skills
Strategy, Consumer Products, Product Development, Private Equity, Mergers & Acquisitions, Strategic Planning, Food, New Business Development, Management, Shopper Marketing, Marketing Strategy, Brand Management, Marketing, P&L Management, Forecasting, Customer Insight, Grocery, Mergers, Restructuring, Sales, FMCG, Leadership
Education
Thunderbird School of Global Management 1981 — 1982
MBA, International Marketing
Clark University 1975 — 1979
BA, English Literature
JPMorgan Chase March 2009 - Present
Associated Software Consultants January 2008 - February 2009
National City Bank December 2001 - October 2007
CHASE MANHATTAN BANK May 1998 - November 2001
American General Finance April 1993 - May 1998
U.S. ARMY September 1978 - September 1992
Skills
Underwriting, Credit, Risk Management, Loans, Leadership, Insurance, Management, Loan Origination
Education
Communications
Cameron University 1984 — 1985
Sociology
Cameron University
Sociology
Linedata Services January 2004 - Present
Wellington Consulting Co. October 1994 - December 2003
Chase Manhattan Bank October 1991 - October 1994
Winchester Systems September 1987 - July 1991
Skills
Microsoft SQL Server, Integration, Software Development, Oracle, Databases, C#, Servers, Troubleshooting, Crystal Reports, Performance Tuning, SQL, Software Project..., .NET
Education
Clarkson University 1983 — 1987
BSEE, Electrical & Computer Engineering
CIBC February 2001 - Present
CIBC March 1998 - January 2001
CIBC September 1996 - February 1998
Chase Manhattan Bank November 1994 - September 1996
Chemical Banking Corporation December 1991 - November 1994
Skills
Business Analysis, Banking, Vendor Management, Management, Risk Management, Payments, Cash Management, Project Management, Financial Services, Leadership, Contract Management, Regulatory Compliance
Education
City University of New York-Brooklyn College 1986 — 1990
MA
Dhaka Bishwabidyalaya 1981 — 1984
B.Comm
Carnival Corporation December 2005 - Present
John Hancock Financial Services June 2002 - December 2005
JP Morgan Chase May 2001 - June 2002
Metiom (formerly Intelisys) March 2000 - May 2001
Chase Manhattan Bank February 1995 - March 2000
Marshalls, Inc. 1992 - 1994
Skills
Vendor Management, Sourcing, Contract Negotiation, Negotiation
Education
Boston University School of Law 1988 — 1991
J.D., Law
Emory University 1984 — 1988
B.A., Philosophy, Political Science
LoanLogics, Inc. July 2012 - Present
Aurora Bank FSB June 2009 - July 2012
JPMorgan Chase January 2004 - November 2008
JPMorgan Chase April 2001 - December 2004
JPMorgan Chase January 1994 - March 2001
RTC/Anagram Consulting January 1992 - December 1993
Citibank 1991 - 1992
Security Pacific National Bank - NYC 1985 - 1991
City Federal Savings Bank 1984 - 1985
Chase Manhattan Bank 1982 - 1984
Skills
Capital Markets, Mortgage Pricing, Model Risk Management, Risk-Based Pricing, Home Price Indexes, Simulations, Whole Loan Trading, Programming, Mortgage Analytics, Financial Forecasting, Secondary Marketing, Econometric Modeling, Loans, Securitization, Financial Modeling, Financial Risk, Risk Management, Risk Based Pricing, Market Risk, Portfolio Management, Credit, Economics, Valuation, Secondary Market, Loan Origination, Mortgage Banking, Mortgage Lending, Analytics, Loan Servicing, Financial Analysis, Structured Finance, Price, Finance, Credit Risk, Analysis, Investments, Banking, Refinance, System Development, Investment Banking, Fixed Income, Trading, Due Diligence, Derivatives, Strategic Financial..., Real Estate Economics, Financial Structuring
Education
Massachusetts Institute of Technology - Sloan School of Management 1978 — 1980
ScB Management, Management (Econometrics & MIS)
Brown University 1974 — 1978
BS, Applied Mathematics & Economics
allderdice
LexisNexis March 2005 - Present
KeyBank 1999 - 2005
Chase Manhattan Bank September 1997 - October 1999
Dollar Bank September 1991 - June 1997
Skills
KYC, AML, USA PATRIOT Act, Enterprise Risk..., Credit Risk, Risk Assessment, Financial Risk, Business Analysis, Salesforce.com, Fraud, Due Diligence, Banking, Compliance, Solution Selling, Risk Management, Corporate Governance, Financial Services, Fraud Detection, CRM, Credit, Privacy Law, Management, Regulations, Strategic Partnerships
Education
Cleveland State University 1991 — 1995
Bershire Partners September 2012 - Present
RBS Citizens March 2012 - August 2012
FTI Consulting February 2009 - February 2012
Deutsche Bank June 1995 - January 2008
Deutsche Bank Securities 2006 - 2008
Deutsche Banc Alex. Brown 1998 - 2003
Bankers Trust 1994 - 1998
chase manhattan bank 1991 - 1994
Skills
Investment Banking, Valuation
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Bryn Mawr College 1987 — 1991
BA, Economics, Minor French
AXA Tech May 2011 - Present
AXA Technologies Shared Services May 2011 - Present
TD Bank Group August 2010 - April 2011
JPMorgan Chase July 2005 - October 2009
JPMorganChase 1985 - 2009
Chase Manhattan Bank 1985 - 2009
JPM Chase - GTI May 2002 - May 2005
JPM Chase - Investor Services May 1999 - May 2002
JPM Chase - Investor Services August 1997 - May 1999
JPM Chase - Investor Services February 1994 - August 1997
Skills
Project Management, Software Development, Program Management, SDLC, Product Management, Process Improvement, Trading Systems, Enterprise Architecture, IT Strategy, IT Management, Business Analysis, PMO, Vendor Management, SQL, Enterprise Software, Software Project..., Visio, Leadership, Project Portfolio..., PMP, Requirements Analysis
Education
City University of New York-Brooklyn College
BS, Computer Information Science
Geiger 2006 - Present
Caruso BBNT Inc. 2003 - Present
Forrester Smith 2003 - 2006
Chase Manhattan Bank 1989 - 1996
Skills
Marketing Strategy, Advertising, Social Media Marketing, Marketing Communications, Strategic Planning, Direct Marketing, Email Marketing, Brand Awareness, Event Planning, Marketing, Corporate Branding, Trade Shows, Brand Development, Corporate Gifts, Sales
Education
Florida International University 1978 — 1980
Bachelor of Arts (B.A.), Early Childhood Education and Teaching
Capital University 1976 — 1978
Early Childhood Education and Teaching
Butler High School Butler, PA 1972 — 1976
Goldman Sachs & Co February 2006 - January 2009
Hudson Financial Solutions April 2005 - February 2006
Kelly Services October 2004 - April 2005
State Street Bank- Investment Custodial Services May 1998 - December 2003
Chase Manhattan Bank January 1994 - April 1998
Mutual Benefit Life September 1989 - January 1994
Laventhal & Horwath January 1987 - January 1989
Skills
Asset Managment, Mutual Funds, Investments, Banking
Education
City University of New York City College 1980 — 1984
BA, Legal Studies
JP Morgan Chase, Treasury & Securities Services January 2006 - December 2008
IBM Global Services April 2003 - January 2005
JPMorgan Chase 2000 - 2003
Chase Manhattan Bank July 1998 - April 2000
Chase Manhattan Corporation April 1997 - July 1998
The Chase Manhattan Bank 1981 - 1997
Kings County Hospital Corporation (Health and Hospital Corporation) August 1978 - July 1981
Skills
Lotus Notes, Process Improvement, ITIL, Business Continuity, Vendor Management, Outsourcing, Program Management, Data Center, Troubleshooting, Incident Management, Change Management, Strategy, Information Technology
Education
City University of New York City College 1979 — 1981
Accountancy/Computer Science
New York City Community College 1977 — 1979
A.A.S, Computer Science/Accountancy
chase manhattan bank 1985 - 1994
Education
City University of New York 1978 — 1982
bs, computer sciencce
US Trust 2003 - 2007
U.S. Trust Company of New York 1996 - 2003
Chase Manhattan Bank 1983 - 1996
IBM 1978 - 1983
Skills
Alternative Investments, Portfolio Management, Private Banking, Hedge Funds, Management, Asset Management, Wealth Management, Budgets, Wealth Management..., Financial Services, Strategic Planning, Risk Management, Product Development, High Net Worth..., Asset Allocation, Investments, Asset Managment, Financial Analysis
Education
University of North Florida 2005 — 2012
Bachelor of Fine Arts (BFA), Painting and Drawing, Summa Cum Laude
Boston University 1977 — 1978
MBA, Finance
Boston University 1974 — 1977
MA, Mathematics - Computer Science
Boston University 1972 — 1974
BA, Mathematics
Byram Hills High School 1968 — 1970
Siemens Financial April 2008 - Present
Deutsche Bank January 2007 - March 2008
BMO Capital Markets 1995 - 2007
Chase Manhattan Bank 1993 - 1994
Education
Colgate University
BS, Economics
Huntington Study Group January 2009 - Present
CONTRACT ATTORNEY 1999 - 2012
Chase Manhattan Bank 1992 - 1996
US Department of Justice 1990 - 1992
US Department of Labor 1988 - 1990
Skills
Strategic Planning, Management, Public Speaking, Project Management, Leadership, Event Management, Team Building, Nonprofits, Budgets, Marketing, Program Management, Research
Education
Brandeis University
Bachelor's degree
SUNY Buffalo Law School
Doctor of Law (JD)
Shattan Mendel Enterprises January 2004 - Present
The Shattan Group 1996 - 2003
Prudential Securities 1992 - 1996
Kidder Peabody 1990 - 1992
Goldman Sachs 1978 - 1989
Chase Manhattan Bank June 1972 - December 1976
Skills
Merchant Banking, Private Equity, Structuring, Venture Capital, Investment Banking
Education
Columbia University - Columbia Business School 1977 — 1978
M.B.A., Finance
Harvard University 1968 — 1972
B.A. cum laude, Government
HSBC Securities February 2011 - April 2014
R3 Capital Management, LLC/ Lehman Brothers Global Principal Strategies February 2007 - May 2009
Lehman Brothers Global Leveraged Finance January 2000 - February 2007
CIBC World Markets March 1996 - December 1999
Chase Manhattan Bank June 1988 - March 1996
Skills
Hedge Funds, Private Equity, Investments, Leveraged Finance, Loans
Education
The Wharton School, University of Pennsylvania 1993 — 1995
MBA Degree, Finance Concentration
Boston College 1984 — 1988
Bachelor of Science, Finance
Women's Enterprise Development Center Inc. September 2010 - Present
Shore Grant Services November 2008 - Present
League of Women Voters 2011 - 2013
YWCA of White Plains and Central Westchester March 2010 - March 2011
Western Union Financial Services April 1992 - May 1995
Chase Manhattan Bank 1988 - 1992
Marine Midland Bank 1986 - 1988
Sperry Systems Management 1977 - 1984
Skills
Effective Communicator, Project Management..., Organized, Non-profits, Fundraising, Entrepreneurship, Public Speaking, Program Development, Program Management, Business Strategy, Budgets, Community Outreach, Grants, New Business Development, Economic Development, Nonprofits, Small Business, Strategy, Project Management, Proposal Writing, Community Development, Grant Preparation, Grant Administration, Grant Writing, Marketing, Philanthropy, Strategic Planning, Management, Research, Public Relations, Leadership, Event Planning, Social Networking, Social Media, Leadership Development
Education
Columbia University - Columbia Business School 1985 — 1986
MBA, Finance
Polytechnic Institute of New York 1980 — 1984
M.S., Operations Research
C.W.Post University 1973 — 1977
B.S., Mathematics and Spanish
Barclays Bank December 2007 - October 2008
JPMorgan Chase July 2004 - September 2006
Bank Pekao September 2002 - July 2003
Chase Manhattan Bank July 1997 - August 2002
Education
Cape Peninsula University of Technology 1992 — 1994
National Diploma, Information Technology
PathStone Corporation October 2013 - Present
Baxter Healthcare August 2010 - August 2012
Electronic Data Systems July 1997 - April 2008
Electronic Data Systems January 1997 - January 2006
Strong Memorial Hospital January 1997 - January 1998
Chase Manhattan Bank January 1992 - January 1997
Skills
Customer Satisfaction, Microsoft Office, Outlook, Customer Service, Team Building, Teamwork, Active Directory, ITIL, Troubleshooting, Windows Server, Help Desk Support, Windows 7, BMC Remedy, DHCP, XP, Data Center, Program Management, Process Improvement, Servers, IT Service Management, Human Resources, Change Management, Microsoft Exchange, Operating Systems, Technical Support, Project Management, Software Documentation, Microsoft Excel, Team Leadership, Virtualization, Microsoft Word, Leadership, Computer Hardware, VPN, Call Center, Disaster Recovery, HRIS, PowerPoint, Vendor Management, Network Administration, Software Installation, Business Analysis, Budgets, Windows, System Administration, Access, Visio, Service Delivery, Employee Relations, Training
Education
Empire State College 2009 — 2011
Bachelor's Degree, Business Management & Economics; Business Communications 2010
Bryant and Stratton College 1989 — 1991
Associate’s Degree, Computer Programming & Business Administration
Yale Divinity School 2013 - Present
Goldman Sachs 2011 - 2013
Prudential Financial May 1996 - 2010
Chase Manhattan Bank 1985 - 1996
Skills
Capital Markets, Asset Management, Hedge Funds, Risk Management, Equities, Investments, Management, Fixed Income, Investment Banking, Private Equity, Banking, Securities, Due Diligence
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Corporate Finance; Management
University of Notre Dame
Bachelor of Business Administration (BBA)
Cablevision August 2005 - Present
FAMILY INADA December 2005 - August 2007
UNIONDALE SCHOOL DISTRICT June 2003 - April 2004
RANDSTAD STAFFING AGENCY January 2000 - April 2003
CHASE MANHATTAN BANK July 1994 - May 1999
Education
Briarcliffe College 2001 — 2002
Graphic Design/Fine Arts
S.U.N.Y. at Old Westbury 1991 — 1993
Computer Programming, Business Law, Accounting, Marketing
Congress Heights Main Streets January 2011 - September 2012
Wilson Advisory Group August 2010 - August 2012
Independent Contractor 2007 - 2012
Vince Gray for Mayor 2010 - 2010
Overseas Private Investment Corporation 1996 - 2006
Williams Capital Group 1995 - 1996
Salomon Brothers Inc 1993 - 1995
A. I. Credit Corp. (AIG) 1989 - 1993
Chase Manhattan Bank 1981 - 1987
Skills
Small Business Lending, Credit term negotiations, Loan Work-outs, Loan Auditing, International Project..., International..., Collateral Generation, Litigation Support, Advanced Budgeting for..., Database Mining, Credit, Public Speaking, Negotiation, Contract Negotiation, Research, Nonprofits
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Marketing, International Business
Harvard University 1975 — 1980
B.A., Government
Infinity Consulting Solutions Network Architect/Design EngineerMerrill LynchNovember 2000 - April 2009
merrill Lynch 1989 - 2009
merrill Lynch 1989 - 2009
Chase Manhattan Bank 1996 - 2001
Education
Rensselaer Polytechnic Institute 1976 — 1977
ME, Electrical Engineering
Columbia Engineering 1972 — 1976
BSEE, Electrical Engineering
Deutsche Bank May 2001 - Present
Chase Manhattan Bank 1970 - 2001
Skills
Emerging Markets, Structured Finance, Capital Markets, Investment Banking, Corporate Finance, Trade Finance, Derivatives, Fixed Income, Private Equity, Credit Risk, Portfolio Management, Financial Risk, Banking, Project Finance, Financial Markets, Equities, Leveraged Finance, Risk Management
Education
University of Washington 1968 — 1970
M.A., Political Science
Claremont McKenna College 1964 — 1968
B.A., International Relations
Willingboro Public Schools September 2013 - Present
ge healthcare 2001 - 2009
salomon smith barney 1999 - 2001
chase manhattan bank 1995 - 1998
Skills
Administrative..., Outlook, Office Management, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Lotus Notes, Microsoft Word, Human Resources, Access, Process Improvement, Software Documentation, Project Management, Management, Leadership, Visio, Office Administration, Employee Relations, Administration, Staff Development, Administrative..., Nonprofits, Training, Public Speaking
Education
Walden University 2013 — 2016
Master of Education (MEd), Mathematics, 5-8
Columbia Southern University 2005 — 2009
Bachelor of Science (BS), Business Administration, Management and Operations
Kemlot Global Associates, Inc July 2010 - Present
JPMORGAN CHASE & CO September 2007 - June 2010
JPMORGAN CHASE & CO September 2004 - August 2007
JPMorgan Chase Bank September 2000 - August 2004
Chase Manhattan Bank August 1988 - August 2000
Global Investor Services January 1995 - January 2000
Chase Manhattan Bank January 1993 - January 1995
Skills
Team Leadership, Computer Maintenance, Video Secuity System, Treasury Management, Fund Administration, Banking Relationships, Due Diligence, Securities, Video, Banking, Investments, Alternative Investments, Fixed Income, Financial Risk, Commercial Banking, Loans, Credit, Financial Services, Internal Controls, Middle Office, Mutual Funds, Financial Analysis, Capital Markets, Derivatives, Portfolio Management, Strategy, Risk Management, Asset Management, Program Management, Bloomberg, Retail Banking, Accounting, Operational Risk, Valuation, Credit Analysis, Account Reconciliation, Credit Risk, FX Options, Private Equity, Management, Auditing, Finance, Equities, Financial Markets, Analysis, Corporate Finance, Investment Banking, Leadership, Asset Managment, Project Management
Education
Central Connecticut State University 1984 — 1986
B.S., Finance & Management
CKC 1976 — 1981
BS
Bank of Ireland 2005 - Present
American Express Bank 2002 - 2005
Fleet Bank (Singapore) January 2000 - January 2003
BankBoston January 1997 - January 2000
Chase Manhattan Bank January 1991 - January 1997
Paine Webber Futures 1988 - 1990
Education
Columbia University - Columbia Business School 1990 — 1992
MBA
Southern Methodist University 1984 — 1988
BBA, Finance and Economics
U.S. Trust, Bank of America, Private Wealth Management January 2011 - Present
Steuben Trust Company April 2009 - November 2010
STEUBEN TRUST COMPANY April 2009 - November 2010
Merrill Lynch February 2006 - April 2009
Merrill Lynch Trust Company February 2006 - May 2008
Upstate NY Trust March 2001 - February 2006
Bank of America 1992 - 2006
CHASE MANHATTAN BANK May 2000 - March 2001
Bank of America February 1998 - May 2000
JP Morgan 1998 - 2000
Skills
Wealth Management, Investments, Estate Planning, Portfolio Management, Asset Management, Financial Services, Asset Allocation, Leadership, Investment Management, Management, Strategy, Business Development
Education
College for Financial Planning 1999 — 2003
CFP, Certified Financial Planner
Institute of Certified Bankers 2000 — 2001
CTFA Designation, Trust and Financial Advisor
State University of New York 1987 — 1991
Bachelor of Arts, Sociology
State University of New York College at Geneseo 1987 — 1991
BA, Sociology and Business Admin
Scott Miller January 1985 - Present
Bausch and Lomb 1990 - 1992
Real Estate Firm 1987 - 1989
Chase Manhattan Bank 1985 - 1987
Chase Manhattan Bank 1985 - 1987
Chase Manhattan Bank 1983 - 1987
Chase Manhattan Bank 1983 - 1987
Skills
Connector, Visionary, Influencer, Retail, Influencer Marketing, Brand Management, Integrated Marketing, Segmentation, Cosmetics, Beauty Industry, Connectors, Fashion, Luxury Goods, Salons, Spa, Hair Care, Skin Care, Customer Service, Marketing, Marketing Strategy, Sales, Social Media, Social Media Marketing
Education
Brooklyn College 1978 — 1982
Bachelor of Arts, Economics
Debevoise & Plimpton 2009 - Present
Goodwin Procter LLP 2004 - 2009
WilmerHale 1993 - 2003
Federal Reserve Board 1996 - 2000
Chase Manhattan Bank 1985 - 1989
Skills
Securities Regulation, Corporate Law
Education
Columbia University School of Law 1989 — 1992
Doctor of Law (J.D.)
Colgate University 1981 — 1985
BA
Wells Fargo March 2009 - Present
Bank of America Private Bank November 2002 - March 2009
US Trust March 1996 - July 2002
Republic National Bank July 1992 - February 1996
Chase Bank January 1987 - June 1992
Chase Manhattan Bank 1985 - 1991
Skills
CRM, Wealth, High Net Worth..., Wealth Management, Asset Allocation, Portfolio Management, Alternative Investments, Investments, Credit, Asset Management, Estate Planning, Strategy, Business Development, Leadership, Strategic Planning, Management, Series 7, Sales, New Business Development, Real Estate
Education
Fordham University 1987 — 1989
Master of Business Administration (MBA), Finance and Financial Management Services
Boston College 1979 — 1983
Bachelor of Science Degree, Finance and Marketing
OAO Technology Solutions January 1997 - January 2006
OAO Technology Solutions March 1991 - March 1999
Chase Manhattan bank January 1989 - January 1991
Education
University of Phoenix 2008 — 2011
BS, IT/Health care
Briarcliffe College 1984 — 1985
Diploma, Electronics/Networking
Kaplan University
BS Degree, progress) Information Technology Degree
LabCorp June 2011 - Present
LabCorp July 2006 - June 2011
Collaborative Consulting November 2005 - June 2006
Blackrock Investments July 2005 - November 2005
Fidelity Investments April 2004 - July 2005
Fidelity Investments June 2000 - December 2002
Chase Manhattan Bank August 1998 - June 2000
Skills
Business Intelligence, Cognos, Data Warehousing, SDLC, Business Analysis, Process Improvement, Requirements Gathering, Requirements Analysis, Software Project..., SQL, Agile Methodologies, Project Management, Analysis, Access
Education
Bryant University 2002 — 2004
MSIS, Information Systems
Bryant College 1990 — 1994
BS, Business Management
Self-Emnployed December 1998 - Present
Chase Manhattan Bank October 1965 - December 1998
US Army June 1961 - September 1965
Skills
Budgeting, General Management, International Banking, Financial Management, Financial Modeling, Investments, Cash Management, Financial Analysis, Finance, Credit, Credit Risk, Managerial Finance, Credit Analysis, Loans, Treasury Management, Commercial Banking, Commercial Lending, Small Business Lending, Retail Banking, Loan Origination, Consumer Lending, Financial Risk, Lines Of Credit, Portfolio Management, Mortgage Lending, Mortgage Banking, Banking
Education
Boston College 1957 — 1961
BS, Finance, Magna Cum Laude
Weichert Realtors December 2011 - Present
Original Works January 2010 - September 2011
Phillips Publishing July 1996 - January 1998
Vanguard June 1993 - March 1996
Chase Manhattan Bank September 1989 - June 1993
Skills
Project Management, Contract Negotiation, Real Estate Transactions, Business Process..., Marketing Strategy, Mentoring, Staff Development, Business Development, Contract Management, Business Analysis, Real Estate, Negotiation, Customer Service, Analysis, Training, Sales, Buyer Representation, First Time Home Buyers, Selling
Education
Boston College 1985 — 1989
B.A., Economics
Boston University
Paralegal Certificate
US Bank Global Corporate Trust Services January 2015 - Present
JPMorgan Chase July 2007 - August 2012
Fifth Third Bank May 1997 - June 2007
Chase Manhattan Bank June 1995 - 1997
The Bank of New York December 1993 - May 1995
Skills
Fixed Income, Securities, Wealth Management, Bloomberg, Hedge Funds, Relationship Management, 401k, Asset Managment, Investments, Derivatives, Global Custody, Investment Banking, Banking, Mutual Funds, Alternative Investments, Cash Management, Treasury Management, Foreign Exchange, Operational Risk, Cross Selling, Prime Brokerage, Corporate Actions, Back Office, Series 7, Financial Services, Financial Analysis, Equities, Bonds, Asset Management
Education
Boston University Questrom School of Business 1989 — 1993
BSBA, Finance and International Business
Central DuPage Hospital November 2010 - Present
Business Travelers Unlimited December 1993 - August 1995
Chase Manhattan Bank January 1992 - November 1993
Skills
HIPAA, Healthcare, Hospitals, Healthcare Management, EMR, Clinical Research, EHR, Inpatient
Education
College of DuPage 2007 — 2010
Associate of Science (AS), Medical/Clinical Assistant
Baruch College, City University of New York (CUNY), College of DuPage
Bachelor of Business Administration (BBA), International Business/Psychology
ESG Financial Services 1993 - Present
The Bank of New York 1991 - 1992
New York City Department of Finance 1983 - 1990
Chase Manhattan Bank 1974 - 1983
Education
Harvard University 1972 — 1974
M.A., Middle East Studies
City University of New York City College
B.A., Asian Studies
Central Payment June 2014 - Present
Central Payment 2014 - 2015
Cambridge Mercantile June 2011 - May 2013
Sovereign Bank July 2010 - June 2011
First Niagara Bank July 2009 - November 2009
Aflac September 2008 - July 2009
PNC June 1998 - March 2007
Chase Manhattan Bank 1987 - 1996
Merrill Lynch 1981 - 1987
Harlow Meyer 1980 - 1981
Skills
Financial Markets, FX, Trading, Options, Currency, Hedging, Risk, FX trading, Technical Analysis, Economics, Rates, Customer Relations, Analysis, Institutional, New Business Development, Capital Markets, FX Options, Customer Service, Equities, Swaps, Financial Risk, Fixed Income, Derivatives, Hedge Funds, Banking, Risk Management, Bloomberg, Trading Systems, Treasury Management, Electronic Trading, Portfolio Management, Financial Modeling, FX Hedging, Trading Strategies, Money Market, Foreign Exchange, Investment Banking, Alternative Investments, Commodity, Proprietary Trading, Investments, Asset Management, Structured Products, Forwards, Bonds
Education
St. John's University 1975 — 1980
MBA, International Finance
Brooklyn College 1971 — 1974
BA, Speech and Economics
Raymond James Financial Services, Inc. June 2009 - Present
UBS January 2000 - May 2009
Chase Manhattan Bank September 1978 - June 1981
Education
Columbia University - Columbia Business School 1976 — 1978
MBA
University of Pennsylvania - The Wharton School 1968 — 1974
BS
Citi September 2013 - May 2014
The Bank of New York, N.Y. September 1993 - September 1995
The Bank of New York,N.Y. September 1992 - September 1993
Chase Manhattan Bank August 1986 - August 1992
Skills
Efficient and accurate..., Excellent oral and..., Proficient..., Writing, Customer Service, Word, Non-profits, Customer Relations, Administration, Public Relations, Data Entry, Volunteer Management, Teaching, Access, Problem Solving, Proofreading, Newsletters, Cataloging, Grant Writing, Documentation, Syndications, Nonprofits
Education
The City University of New York 1986 — 1992
Bachelor of Arts, English Literature
City University of New York City College 1986 — 1991
Bachelor of Arts (B.A.), English Language and Literature, General
Chase Manhattan Bank May 2006 - Present
Ogier & Boxall Law Firm March 2004 - August 2005
Civil Aviation Authority February 1989 - June 2004
Education
Colorado Technical University 2010 — 2014
Bachelor of Science, Criminal Justice
Grand Cayman, Cayman Islands 1984 — 1989
Metal Seals Percision January 2010 - Present
PCC Airfoil 29501 Clayton Avenue January 2005 - December 2010
Chase Manhattan Bank September 2003 - May 2004
DFT Lighting July 1993 - April 2003
Education
Cuyahoga Community College 2010 — 2012
certifiaction, CNC & Manual Machining
Central State University 1990 — 1993
n/a, mass communications, 2.7
Central State University
Cuyahoga Community College
Ohio Center for Broadcasting
BJ's Wholesale Club November 2007 - Present
Chase Manhattan Bank 1984 - 2001
Chase Manhattan Bank 1984 - 2001
Education
Bryant and Stratton College-Henrietta 1982 — 1984
Asssociates Degree, Business Administration and Management, General
Bishop Kearney 1979 — 1982
Merrill Lynch 1994 - 2002
United Counties Trust Company 1990 - 1994
The Howard Savings Bank 1988 - 1990
Chase Manhattan Bank 1987 - 1988
Skills
Wealth Management, Portfolio Management, Banking, Estate Planning, Asset Management
Education
Mount St. Mary's University
Bachelor of Arts (B.A.), Business and Finance; Minor in Fine Art
Bucknell University
Pennsylvania Bankers Association, Central Atlantic School of Trust
National Business Institute
Estate and Trust Administration, Estate Planning and New Jersey Probate
Northwestern University
American Bankers Association, National Trust School