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
Employee
Years
Job
Industry
Jennifer (Foster) Bull Jennifer (Foster) Bull's Chase Manhattan Bank Experience April 1998 - February 1999
Job Senior Associate at Fern Tiger Associates
Industry Nonprofit Organization Management
Experience
Fern Tiger Associates September 2000 - Present
Bay Area Coalition of Equitable Schools October 1999 - August 2000
Chase Manhattan Bank April 1998 - February 1999
Chase Manhattan Bank September 1995 - March 1998
Skills
Nonprofits, Strategy, Strategic Planning, Project Management, Relationship Management, Community Outreach, Strategic Communications, Writing, Editing, Public Speaking, Group Dynamics, Workshop Facilitation, Financial Analysis, Fundraising, Budget Process, Grant Writing, Event Planning
Education
Dominican Univerity of California 2013 — 2017
Master of Science (M.S.), Counseling Psychology
Columbia Business School 1993 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
Smith College 1985 — 1989
Bachelor of Arts (B.A.), Comparative Literature
Universite de Paris IV (Sorbonne) 1987 — 1988
French, literature, history, economics
San Francisco University High School 1982 — 1985
Fern Tiger Associates September 2000 - Present
Bay Area Coalition of Equitable Schools October 1999 - August 2000
Chase Manhattan Bank April 1998 - February 1999
Chase Manhattan Bank September 1995 - March 1998
Skills
Nonprofits, Strategy, Strategic Planning, Project Management, Relationship Management, Community Outreach, Strategic Communications, Writing, Editing, Public Speaking, Group Dynamics, Workshop Facilitation, Financial Analysis, Fundraising, Budget Process, Grant Writing, Event Planning
Education
Dominican Univerity of California 2013 — 2017
Master of Science (M.S.), Counseling Psychology
Columbia Business School 1993 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
Smith College 1985 — 1989
Bachelor of Arts (B.A.), Comparative Literature
Universite de Paris IV (Sorbonne) 1987 — 1988
French, literature, history, economics
San Francisco University High School 1982 — 1985
Dina Gardner Dina Gardner's Chase Manhattan Bank Experience January 1988 - June 1994
Job Actor SAGAFTRA, Marketing, Advertising
Industry Entertainment
Experience
Self-employed January 2001 - Present
Halpern Eyecare October 2013 - April 2014
Farmers Insurance July 2013 - October 2013
Lens Crafters July 2001 - July 2013
John Wanamaker July 2000 - July 2005
The Vanguard Group June 2000 - July 2001
Mellon Bank, later sold to Citibank June 1995 - July 2000
Chase Manhattan Bank January 1988 - June 1994
Skills
Acting, Theatre, Film, Stage, Entertainment, Comedy, Improvisation, Feature Films, Voice Acting, Commercials, Creative Writing, Photography, Drama, Performing Arts, Voice Over, Directing
Education
Elizabethetown College
Bachelor of Arts (BA) in Communications, Video production/ PR
Elizabethtown College
Bachelor of Arts (BA)
Self-employed January 2001 - Present
Halpern Eyecare October 2013 - April 2014
Farmers Insurance July 2013 - October 2013
Lens Crafters July 2001 - July 2013
John Wanamaker July 2000 - July 2005
The Vanguard Group June 2000 - July 2001
Mellon Bank, later sold to Citibank June 1995 - July 2000
Chase Manhattan Bank January 1988 - June 1994
Skills
Acting, Theatre, Film, Stage, Entertainment, Comedy, Improvisation, Feature Films, Voice Acting, Commercials, Creative Writing, Photography, Drama, Performing Arts, Voice Over, Directing
Education
Elizabethetown College
Bachelor of Arts (BA) in Communications, Video production/ PR
Elizabethtown College
Bachelor of Arts (BA)
Jaime Fuertes Jaime Fuertes's Chase Manhattan Bank Experience 1990 - 1996
Job Global Head of Portfolio Management & Workplace Strategy at Thomson Reuters
Industry Real Estate
Experience
Thomson Reuters November 2013 - Present
Citi May 2010 - November 2013
Jones Lang LaSalle June 2008 - May 2010
Bear Stearns June 2007 - June 2008
Bank of America 2005 - June 2007
Lehman Brothers June 1997 - November 2005
Chase Manhattan Bank 1990 - 1996
Skills
Corporate Real Estate, Asset Managment, Real Estate Economics, Portfolio Management, Disposition, Due Diligence, Real Estate, Financial Analysis, Brokerage, Real Estate Transactions, Valuation, Financial Modeling, Mergers, Property Management, Strategic Planning, Facilities Management, Contract Negotiation
Education
Fairfield University 1988 — 1990
MS, Financial Management
Fairfield University 1984 — 1988
BS, Finance
Cupeyville School
Thomson Reuters November 2013 - Present
Citi May 2010 - November 2013
Jones Lang LaSalle June 2008 - May 2010
Bear Stearns June 2007 - June 2008
Bank of America 2005 - June 2007
Lehman Brothers June 1997 - November 2005
Chase Manhattan Bank 1990 - 1996
Skills
Corporate Real Estate, Asset Managment, Real Estate Economics, Portfolio Management, Disposition, Due Diligence, Real Estate, Financial Analysis, Brokerage, Real Estate Transactions, Valuation, Financial Modeling, Mergers, Property Management, Strategic Planning, Facilities Management, Contract Negotiation
Education
Fairfield University 1988 — 1990
MS, Financial Management
Fairfield University 1984 — 1988
BS, Finance
Cupeyville School
Bharani Bobba Bharani Bobba's Chase Manhattan Bank Experience 1992 - 1995
Job Vice President at Genpact
Industry Outsourcing/Offshoring
Experience
Genpact June 2012 - Present
Baseline Capital Advisors June 2007 - June 2012
Merrill Lynch 1997 - 2007
Bank of America 1996 - 1996
Chase Manhattan Bank 1992 - 1995
Skills
Private Equity, Investment Banking, Corporate Finance, Investments, Emerging Markets, Finance, Investment Management, Structured Finance, IPO, Financial Advisory, Investment Strategies, Banking, Capital, Capital Raising, Valuation, Equities, Financial Modeling, Hedge Funds, Alternative Investments, Capital Markets, Management
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Finance
Georgetown University 1990 — 1992
BA, Economics
Genpact June 2012 - Present
Baseline Capital Advisors June 2007 - June 2012
Merrill Lynch 1997 - 2007
Bank of America 1996 - 1996
Chase Manhattan Bank 1992 - 1995
Skills
Private Equity, Investment Banking, Corporate Finance, Investments, Emerging Markets, Finance, Investment Management, Structured Finance, IPO, Financial Advisory, Investment Strategies, Banking, Capital, Capital Raising, Valuation, Equities, Financial Modeling, Hedge Funds, Alternative Investments, Capital Markets, Management
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Finance
Georgetown University 1990 — 1992
BA, Economics
Jean-Louis Lelogeais Jean-Louis Lelogeais's Chase Manhattan Bank Experience 1994 - 1997
Job CoFounder and Senior Managing Director at Strategic Value Partners, LLC
Industry Investment Management
Experience
Strategic Value Partners, LLC 2001 - Present
Chase Manhattan Bank 1994 - 1997
Booz Allen Hamilton 1985 - 1994
Skills
Investments, Valuation, Equities, Portfolio Management, Financial Modeling, Asset Management, Fixed Income, Capital Markets, Corporate Finance, Due Diligence, Investment Banking
Education
Massachusetts Institute of Technology - Sloan School of Management 1981 — 1985
MS
Ecole nationale supérieure des Mines de Saint-Etienne 1978 — 1981
MS, Engineering
Strategic Value Partners, LLC 2001 - Present
Chase Manhattan Bank 1994 - 1997
Booz Allen Hamilton 1985 - 1994
Skills
Investments, Valuation, Equities, Portfolio Management, Financial Modeling, Asset Management, Fixed Income, Capital Markets, Corporate Finance, Due Diligence, Investment Banking
Education
Massachusetts Institute of Technology - Sloan School of Management 1981 — 1985
MS
Ecole nationale supérieure des Mines de Saint-Etienne 1978 — 1981
MS, Engineering
Doug Roorbach's Chase Manhattan Bank Experience June 1983 - May 1985
Job Group Manager Finance at Verizon
Industry Information Technology and Services
Experience
Verizon January 1993 - Present
H.G. Hastings Company June 1989 - September 1992
Touche Ross June 1987 - June 1989
Chase Manhattan Bank June 1983 - May 1985
Coopers & Lybrand June 1981 - June 1983
Skills
Financial Operations, Metrics Reporting, Management, Analysis Reports, Commissioning Support, Commissioning Management, Commission Analysis, Operational Reporting
Education
Duke Fuqua School of Business 1985 — 1987
Master of Business Administration (MBA), Financial Operations
Muhlenberg College 1977 — 1981
Bachelor of Arts (BA), Business Administration and Management, General
Richmond College -- London, England
Year Abroad, International Business
Verizon January 1993 - Present
H.G. Hastings Company June 1989 - September 1992
Touche Ross June 1987 - June 1989
Chase Manhattan Bank June 1983 - May 1985
Coopers & Lybrand June 1981 - June 1983
Skills
Financial Operations, Metrics Reporting, Management, Analysis Reports, Commissioning Support, Commissioning Management, Commission Analysis, Operational Reporting
Education
Duke Fuqua School of Business 1985 — 1987
Master of Business Administration (MBA), Financial Operations
Muhlenberg College 1977 — 1981
Bachelor of Arts (BA), Business Administration and Management, General
Richmond College -- London, England
Year Abroad, International Business
Lee Mirman Lee Mirman's Chase Manhattan Bank Experience September 1990 - March 1992
Job CEO, Broker, International Investment Advisor at Investments in Florida, Distinguished Author and Global Speaker
Industry Philanthropy
Experience
Investments in Florida January 2003 - Present
Global Social Housing Inc September 2011 - Present
Investments in Sarasota October 2003 - Present
IICR - Precursor to Global Social Housing September 2008 - August 2011
Industrial Capital January 2000 - September 2001
Reactive Search August 1999 - August 2000
Pangea Sport May 1994 - January 2000
Starr Antiques and Art September 1990 - April 1992
Chase Manhattan Bank September 1990 - March 1992
Skills
MBA, CIPS, Certified International..., Entrepreneurship, Investments, Certified Green..., Venture Capital, Non-profits, Sales, Investment Properties, Sellers, Transnational Referral..., Investors, Buyer Representation, Relocation, Single Family Homes, Real Estate Transactions, Residential Homes, New Home Sales, Finance, Nonprofits, Leadership, Strategic Planning, Strategy
Education
Duke University - The Fuqua School of Business 1993 — 1995
Master of Business Administration (MBA), Business
Investments in Florida January 2003 - Present
Global Social Housing Inc September 2011 - Present
Investments in Sarasota October 2003 - Present
IICR - Precursor to Global Social Housing September 2008 - August 2011
Industrial Capital January 2000 - September 2001
Reactive Search August 1999 - August 2000
Pangea Sport May 1994 - January 2000
Starr Antiques and Art September 1990 - April 1992
Chase Manhattan Bank September 1990 - March 1992
Skills
MBA, CIPS, Certified International..., Entrepreneurship, Investments, Certified Green..., Venture Capital, Non-profits, Sales, Investment Properties, Sellers, Transnational Referral..., Investors, Buyer Representation, Relocation, Single Family Homes, Real Estate Transactions, Residential Homes, New Home Sales, Finance, Nonprofits, Leadership, Strategic Planning, Strategy
Education
Duke University - The Fuqua School of Business 1993 — 1995
Master of Business Administration (MBA), Business
Colin Close Colin Close's Chase Manhattan Bank Experience 1988 - 1997
Job
Industry Computer Software
Experience
InvestCloud LLC July 2010 - Present
Netik November 1999 - July 2010
Bankers Trust / Deutsche Bank 1997 - 1999
Chase Manhattan Bank 1988 - 1997
GKN Chep Limited 1979 - 1988
Skills
Business Intelligence, Trading, Hedge Funds, Equities, Asset Management, Financial Services, Trading Systems, Derivatives, Capital Markets, Business Analysis, Investments, Portfolio Management
Education
Cranfield University - Cranfield School of Management 1984 — 1986
MBA
Culford 1968 — 1973
InvestCloud LLC July 2010 - Present
Netik November 1999 - July 2010
Bankers Trust / Deutsche Bank 1997 - 1999
Chase Manhattan Bank 1988 - 1997
GKN Chep Limited 1979 - 1988
Skills
Business Intelligence, Trading, Hedge Funds, Equities, Asset Management, Financial Services, Trading Systems, Derivatives, Capital Markets, Business Analysis, Investments, Portfolio Management
Education
Cranfield University - Cranfield School of Management 1984 — 1986
MBA
Culford 1968 — 1973
Jah Pierce Jah Pierce's Chase Manhattan Bank Experience September 1999 - January 2000
Job Business Manager at Justhis Christian Ministries; INC.
Industry Religious Institutions
Experience
Peace Beast Records/The Lords House November 2008 - Present
Chase Manhattan Bank September 1999 - January 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Photoshop, Windows, Outlook, Teaching, Budget, C++, HTML, C
Education
Nyack College 2013 — 2014
Bachelors of Science Interdisciplinary Studies, Pastoral - Biblical & Theological, 3.6 GPA
CUNY Medgar Evers College 2010 — 2012
Business Administration and Management, General
Nassau Community College 1998 — 1999
Peace Beast Records/The Lords House November 2008 - Present
Chase Manhattan Bank September 1999 - January 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Photoshop, Windows, Outlook, Teaching, Budget, C++, HTML, C
Education
Nyack College 2013 — 2014
Bachelors of Science Interdisciplinary Studies, Pastoral - Biblical & Theological, 3.6 GPA
CUNY Medgar Evers College 2010 — 2012
Business Administration and Management, General
Nassau Community College 1998 — 1999
Barbara Stoddard Barbara Stoddard's Chase Manhattan Bank Experience August 1987 - June 1990
Job Director of Human Resources at Portland Public Schools
Industry Education Management
Experience
Portland Public Schools July 2015 - Present
Portland Public Schools August 2014 - June 2015
Independent Contractor March 2013 - August 2014
La Capra Associates October 2008 - February 2013
Maine Rural Water Association October 1996 - September 2008
International City/County Management Association October 1993 - August 1995
First National Bank of Boston August 1990 - September 1993
Chase Manhattan Bank August 1987 - June 1990
Skills
Management Consulting, Project Management, Program Evaluation, Contract Negotiation, Contract Management, Operations Management, Teacher Evaluation, Employee Training, Teachscape, Charlotte Danielson, Analysis, Energy, Policy, Policy Analysis, Strategic Planning, Strategy, Energy Efficiency, Renewable Energy
Education
Cornell University 1984 — 1987
BS, Industrial & Labor Relations
University of Vermont 1982 — 1984
Psychology
Portland Public Schools July 2015 - Present
Portland Public Schools August 2014 - June 2015
Independent Contractor March 2013 - August 2014
La Capra Associates October 2008 - February 2013
Maine Rural Water Association October 1996 - September 2008
International City/County Management Association October 1993 - August 1995
First National Bank of Boston August 1990 - September 1993
Chase Manhattan Bank August 1987 - June 1990
Skills
Management Consulting, Project Management, Program Evaluation, Contract Negotiation, Contract Management, Operations Management, Teacher Evaluation, Employee Training, Teachscape, Charlotte Danielson, Analysis, Energy, Policy, Policy Analysis, Strategic Planning, Strategy, Energy Efficiency, Renewable Energy
Education
Cornell University 1984 — 1987
BS, Industrial & Labor Relations
University of Vermont 1982 — 1984
Psychology
Jeremy Horn Jeremy Horn's Chase Manhattan Bank Experience June 1992 - 1994
Job Senior Credit and Investment Officer/Portfolio Manager
Industry Investment Management
Experience
Credit Suisse May 2014 - Present
Quadrant Structured Investment Advisers LLC September 2007 - May 2014
LCM Capital Management March 2006 - July 2007
Calyon CIB January 1994 - March 2006
Chase Manhattan Bank June 1992 - 1994
Skills
Financial Risk, Loans, Credit Derivatives, Structured Finance, Financial Modeling, Fundamental Analysis, Banking, Valuation, Fixed Income, Capital Markets, Portfolio Management, Corporate Finance, Credit Analysis, Financial Analysis, Finance, Credit, Investments, Alternative Investments, Risk Management
Education
Columbia University in the City of New York 1988 — 1992
Bachelor of Arts (BA), Economics
Credit Suisse May 2014 - Present
Quadrant Structured Investment Advisers LLC September 2007 - May 2014
LCM Capital Management March 2006 - July 2007
Calyon CIB January 1994 - March 2006
Chase Manhattan Bank June 1992 - 1994
Skills
Financial Risk, Loans, Credit Derivatives, Structured Finance, Financial Modeling, Fundamental Analysis, Banking, Valuation, Fixed Income, Capital Markets, Portfolio Management, Corporate Finance, Credit Analysis, Financial Analysis, Finance, Credit, Investments, Alternative Investments, Risk Management
Education
Columbia University in the City of New York 1988 — 1992
Bachelor of Arts (BA), Economics
Muriel Taylor Muriel Taylor's Chase Manhattan Bank Experience January 1995 - May 2000
Job Customer Care Advocate at Alliance Data
Industry Religious Institutions
Experience
Alliance Data November 2014 - Present
The Godmother Village November 2005 - Present
Markle Foundation May 2000 - May 2009
Chase Manhattan Bank January 1995 - May 2000
Chemical Bank January 1993 - January 1995
Skills
Grant Writing, Community Outreach, Microsoft Office, Research, Editing, Microsoft Excel, Nonprofits, Non-profits, Microsoft Word, Outlook, Strategic Planning, Policy Analysis, Event Planning, PowerPoint, Fundraising, Public Speaking, Media Relations, Budgets, Program Management, Leadership Development, Marketing Communications
Education
CUNY New York City College of Technology
Associate in Applied Sciences (A.A.S.)
Alliance Data November 2014 - Present
The Godmother Village November 2005 - Present
Markle Foundation May 2000 - May 2009
Chase Manhattan Bank January 1995 - May 2000
Chemical Bank January 1993 - January 1995
Skills
Grant Writing, Community Outreach, Microsoft Office, Research, Editing, Microsoft Excel, Nonprofits, Non-profits, Microsoft Word, Outlook, Strategic Planning, Policy Analysis, Event Planning, PowerPoint, Fundraising, Public Speaking, Media Relations, Budgets, Program Management, Leadership Development, Marketing Communications
Education
CUNY New York City College of Technology
Associate in Applied Sciences (A.A.S.)
Maixuan Phan's Chase Manhattan Bank Experience August 1994 - May 1996
Job Senior Project Manager at Trinity Financial, Inc.
Industry Real Estate
Experience
Trinity Financial, Inc. August 2012 - Present
NYC Department of Housing Preservation & Development September 2008 - July 2012
NYC Dept. of Housing Preservation and Development May 2006 - August 2008
Telesis Corporation May 2003 - August 2003
Deutsche Bank AG - Hong Kong April 2000 - December 2001
UBS Warburg - Hong Kong October 1996 - April 2000
Chase Manhattan Bank August 1994 - May 1996
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
Master of Business Administration
Connecticut College 1990 — 1994
Bachelor of Arts
Trinity Financial, Inc. August 2012 - Present
NYC Department of Housing Preservation & Development September 2008 - July 2012
NYC Dept. of Housing Preservation and Development May 2006 - August 2008
Telesis Corporation May 2003 - August 2003
Deutsche Bank AG - Hong Kong April 2000 - December 2001
UBS Warburg - Hong Kong October 1996 - April 2000
Chase Manhattan Bank August 1994 - May 1996
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
Master of Business Administration
Connecticut College 1990 — 1994
Bachelor of Arts
Ed Wilson Ed Wilson's Chase Manhattan Bank Experience 1985 - 1987
Job Director & Senior Portfolio Manager at Webster Private Bank
Industry Financial Services
Experience
Webster Private Bank May 2014 - Present
Wells Fargo Advisors, LLC June 2010 - May 2014
JPMorgan 2005 - June 2010
Northern Trust 2003 - 2005
Citigroup Private Bank April 1997 - July 2003
Prudential Financial July 1992 - April 1997
Chase Manhattan Bank 1985 - 1987
Skills
Finance, Wealth Management, Investments, Insurance, Alternative Investments, Series 7, Portfolio Management, Asset Allocation, Asset Management, Equities, Hedge Funds, Fixed Income, Mutual Funds, Investment Advisory
Education
Fordham University - Graduate School of Business Administration 1997 — 1998
MBA, Finance
Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER™, CERTIFIED FINANCIAL PLANNER™ Professional
Fairfield University 1981 — 1985
Bachelor of Science, Finance
Stepinac
Webster Private Bank May 2014 - Present
Wells Fargo Advisors, LLC June 2010 - May 2014
JPMorgan 2005 - June 2010
Northern Trust 2003 - 2005
Citigroup Private Bank April 1997 - July 2003
Prudential Financial July 1992 - April 1997
Chase Manhattan Bank 1985 - 1987
Skills
Finance, Wealth Management, Investments, Insurance, Alternative Investments, Series 7, Portfolio Management, Asset Allocation, Asset Management, Equities, Hedge Funds, Fixed Income, Mutual Funds, Investment Advisory
Education
Fordham University - Graduate School of Business Administration 1997 — 1998
MBA, Finance
Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER™, CERTIFIED FINANCIAL PLANNER™ Professional
Fairfield University 1981 — 1985
Bachelor of Science, Finance
Stepinac
Virginia Baisi Virginia Baisi's Chase Manhattan Bank Experience February 1991 - November 1995
Job Sales Associate
Industry Entertainment
Experience
EVENING OUT INC. - WESTCHESTER BROADWAY THEATRE November 2006 - Present
Westchester Broadway Theater October 1998 - Present
OUT INC. - WESTCHESTER BROADWAY THEATRE November 1998 - February 2009
Forum Temporary Services November 1997 - November 1998
FORUM TEMPORARY SERVICES November 1997 - November 1998
Towers Perrin November 1995 - November 1997
TOWERS PERRIN November 1995 - November 1997
CHASE MANHATTAN BANK February 1991 - November 1995
JACK MORTON PRODUCTIONS May 1987 - February 1991
BROWN HARRIS STEVENS, INC May 1984 - May 1987
Education
CUNY Bronx Community College 1979 — 1984
Associate Degree, Liberal Arts & Communications
St. Gabrial High School 1975 — 1979
BRONX COMMUNITY COLLEGE
Associate, Liberal Arts & Communications
EVENING OUT INC. - WESTCHESTER BROADWAY THEATRE November 2006 - Present
Westchester Broadway Theater October 1998 - Present
OUT INC. - WESTCHESTER BROADWAY THEATRE November 1998 - February 2009
Forum Temporary Services November 1997 - November 1998
FORUM TEMPORARY SERVICES November 1997 - November 1998
Towers Perrin November 1995 - November 1997
TOWERS PERRIN November 1995 - November 1997
CHASE MANHATTAN BANK February 1991 - November 1995
JACK MORTON PRODUCTIONS May 1987 - February 1991
BROWN HARRIS STEVENS, INC May 1984 - May 1987
Education
CUNY Bronx Community College 1979 — 1984
Associate Degree, Liberal Arts & Communications
St. Gabrial High School 1975 — 1979
BRONX COMMUNITY COLLEGE
Associate, Liberal Arts & Communications
Ricardo Goizueta Ricardo Goizueta's Chase Manhattan Bank Experience 1967 - 1969
Job President at Proton International Development Group SLU
Industry Oil & Energy
Experience
Proton International Development Group SLU October 2005 - Present
Yolfi Group 1988 - October 2011
Costal States Petroleum 1978 - 1988
Gulf Consolidated International 1974 - 1978
Walsh Construction Company 1969 - 1974
Chase Manhattan Bank 1967 - 1969
Skills
International Business, International Trade, Oil/Gas, Upstream, Security, Infrastructure, Business Strategy, Business Intelligence, Strategic Planning, Middle East, Sub-Saharan Africa, Team Leadership, Strategy, Leadership, Petroleum, Contract Negotiation, Contract Management, Negotiation, Management, Project Management, Logistics, New Business Development, Marketing Strategy, Business Development, Mergers & Acquisitions, Project Planning
Education
Ecole polytechnique fédérale de Lausanne 1960 — 1964
Civil Engineer
Proton International Development Group SLU October 2005 - Present
Yolfi Group 1988 - October 2011
Costal States Petroleum 1978 - 1988
Gulf Consolidated International 1974 - 1978
Walsh Construction Company 1969 - 1974
Chase Manhattan Bank 1967 - 1969
Skills
International Business, International Trade, Oil/Gas, Upstream, Security, Infrastructure, Business Strategy, Business Intelligence, Strategic Planning, Middle East, Sub-Saharan Africa, Team Leadership, Strategy, Leadership, Petroleum, Contract Negotiation, Contract Management, Negotiation, Management, Project Management, Logistics, New Business Development, Marketing Strategy, Business Development, Mergers & Acquisitions, Project Planning
Education
Ecole polytechnique fédérale de Lausanne 1960 — 1964
Civil Engineer
Robert (Bob) Charles's Chase Manhattan Bank Experience August 1987 - July 1991
Job Chairman & Managing Partner, North Star Advisors
Industry Venture Capital & Private Equity
Experience
North Star Advisors April 2003 - Present
MarginXL Capital Partners July 2013 - December 2014
Ford Motor Credit Corp March 2000 - March 2003
CSC Index May 1997 - February 2000
Advanced Device Corp. June 1996 - April 1997
Bain & Co. September 1993 - June 1996
Chase Manhattan Bank August 1987 - July 1991
Skills
Strategy, Mergers & Acquisitions, Entrepreneurship, Leadership, Management, Change Management, Strategic Planning, Due Diligence, E-commerce, Integration, Finance, Six Sigma, Operations Management, Financial Services, Capital Markets, Start-ups, Executive Management, Management Consulting, Venture Capital, Corporate Development, Manufacturing, Mergers, Business Development, Private Equity, Business Strategy, Investments, Marketing Strategy, Risk Management, Program Management, Corporate Finance, Business Planning, Valuation, New Business Development, Financial Modeling, Analytics, Banking, Financial Structuring, Restructuring, Competitive Analysis, Strategic Partnerships, Angel Investing, Emerging Markets, Strategic Consulting
Education
Harvard Business School 1991 — 1993
MBA
Dartmouth College 1983 — 1987
AB
Universidad de Granada 1985 — 1987
Foreign Study Program (via Dartmouth College)
St. Alban's School 1980 — 1983
North Star Advisors April 2003 - Present
MarginXL Capital Partners July 2013 - December 2014
Ford Motor Credit Corp March 2000 - March 2003
CSC Index May 1997 - February 2000
Advanced Device Corp. June 1996 - April 1997
Bain & Co. September 1993 - June 1996
Chase Manhattan Bank August 1987 - July 1991
Skills
Strategy, Mergers & Acquisitions, Entrepreneurship, Leadership, Management, Change Management, Strategic Planning, Due Diligence, E-commerce, Integration, Finance, Six Sigma, Operations Management, Financial Services, Capital Markets, Start-ups, Executive Management, Management Consulting, Venture Capital, Corporate Development, Manufacturing, Mergers, Business Development, Private Equity, Business Strategy, Investments, Marketing Strategy, Risk Management, Program Management, Corporate Finance, Business Planning, Valuation, New Business Development, Financial Modeling, Analytics, Banking, Financial Structuring, Restructuring, Competitive Analysis, Strategic Partnerships, Angel Investing, Emerging Markets, Strategic Consulting
Education
Harvard Business School 1991 — 1993
MBA
Dartmouth College 1983 — 1987
AB
Universidad de Granada 1985 — 1987
Foreign Study Program (via Dartmouth College)
St. Alban's School 1980 — 1983
Martin Mussman Martin Mussman's Chase Manhattan Bank Experience 1994 - 1999
Job Principal, MSM Consulting
Industry Nonprofit Organization Management
Experience
MSM Consulting September 2001 - Present
Unitarian Montessori School June 2009 - Present
New Jersey Coalition for Inclusive Education September 2012 - Present
The Unitarian Society September 2010 - Present
The Financial Executives Networking Group, Inc. (FENG) June 2005 - Present
JPMorgan Chase 1999 - 2001
Chase Manhattan Bank 1994 - 1999
Chemical Bank (Chemical New York Corporation) September 1984 - 1994
Skills
Forecasting, Budgets, Risk Management, Management, Training, Recruiting, Finance, Change Management, Financial Analysis, Banking, Funds Transfer Pricing, Integration, Accounting, Business Planning, Business Process..., Leadership, Mergers & Acquisitions, Investment Banking, Process Improvement, Strategic Planning, Governance, Project Planning, Analysis
Education
Northwestern University - Kellogg School of Management 1982 — 1984
Masters in Management, Finance, Marketing, Policy and International
Northwestern University 1979 — 1983
Dual Bachelor of Arts, Economics and Mathematical Methods in the Social Sciences
Fairleigh Dickinson University 2003 — 2005
Certificate in Financial Planning
MSM Consulting September 2001 - Present
Unitarian Montessori School June 2009 - Present
New Jersey Coalition for Inclusive Education September 2012 - Present
The Unitarian Society September 2010 - Present
The Financial Executives Networking Group, Inc. (FENG) June 2005 - Present
JPMorgan Chase 1999 - 2001
Chase Manhattan Bank 1994 - 1999
Chemical Bank (Chemical New York Corporation) September 1984 - 1994
Skills
Forecasting, Budgets, Risk Management, Management, Training, Recruiting, Finance, Change Management, Financial Analysis, Banking, Funds Transfer Pricing, Integration, Accounting, Business Planning, Business Process..., Leadership, Mergers & Acquisitions, Investment Banking, Process Improvement, Strategic Planning, Governance, Project Planning, Analysis
Education
Northwestern University - Kellogg School of Management 1982 — 1984
Masters in Management, Finance, Marketing, Policy and International
Northwestern University 1979 — 1983
Dual Bachelor of Arts, Economics and Mathematical Methods in the Social Sciences
Fairleigh Dickinson University 2003 — 2005
Certificate in Financial Planning
Marie Eiter Marie Eiter's Chase Manhattan Bank Experience 1980 - 1990
Job Senior Director at MIT Sloan School of Management
Industry Education Management
Experience
Mind and Hand Associates November 2008 - Present
MIT Sloan School of Management September 2006 - Present
MIT Sloan School of Management June 2001 - September 2006
Tuck School of Business, Dartmouth College October 1991 - June 2001
Chase Manhattan Bank 1980 - 1990
Skills
Employee Relations, Program Management, Executive Development, Leadership Development, Organizational..., Strategic Planning, Change Management, Research, Executive Education, Business Strategy, Entrepreneurship, Organizational..., Strategy, Organizational Design, Talent Management, Executive Coaching, Public Speaking, Team Leadership, Team Building, Management Consulting, Higher Education, Cross-functional Team..., Leadership, Process Improvement, Career Development, Performance Management, Coaching, Start-ups, Workshop Facilitation, Product Development, Training, Succession Planning
Education
Columbia University in the City of New York 1982 — 1990
Ph.D., Organizational Psychology
Mind and Hand Associates November 2008 - Present
MIT Sloan School of Management September 2006 - Present
MIT Sloan School of Management June 2001 - September 2006
Tuck School of Business, Dartmouth College October 1991 - June 2001
Chase Manhattan Bank 1980 - 1990
Skills
Employee Relations, Program Management, Executive Development, Leadership Development, Organizational..., Strategic Planning, Change Management, Research, Executive Education, Business Strategy, Entrepreneurship, Organizational..., Strategy, Organizational Design, Talent Management, Executive Coaching, Public Speaking, Team Leadership, Team Building, Management Consulting, Higher Education, Cross-functional Team..., Leadership, Process Improvement, Career Development, Performance Management, Coaching, Start-ups, Workshop Facilitation, Product Development, Training, Succession Planning
Education
Columbia University in the City of New York 1982 — 1990
Ph.D., Organizational Psychology
Ray Goodson Ray Goodson's Chase Manhattan Bank Experience March 1983 - June 1987
Job CEO at Landmark Image
Industry Printing
Experience
Landmark Image August 1987 - Present
Print Services & Distribution Association (PSDA) November 1998 - November 2001
Chase Manhattan Bank March 1983 - June 1987
Active Business Forms July 1981 - February 1982
Hormel Foods June 1980 - June 1981
Dakota Student Newspaper August 1978 - May 1980
Skills
Direct Mail, Email Marketing, Management, Print Management, Marketing Strategy, Sales, Advertising, Online Marketing, Marketing Communications, Leadership, Business Strategy, Marketing, Variable Data Printing, Digital Printing, Direct Marketing, Social Media Marketing, Integrated Marketing, Newsletters, Trade Shows, Selling, New Business Development, Mobile Marketing, Lead Generation, Catalogs, Strategic Partnerships, Corporate Branding, Social Networking, Small Business, Online Advertising, Salesforce.com, Brand Development, Multi-channel Marketing, B2B Marketing, Forms Design, Check Printing Security..., Electronic Forms, Check Printing Software
Education
University of North Dakota 1976 — 1980
BSBA, Marketing
Diablo Valley College 1975 — 1976
General
Landmark Image August 1987 - Present
Print Services & Distribution Association (PSDA) November 1998 - November 2001
Chase Manhattan Bank March 1983 - June 1987
Active Business Forms July 1981 - February 1982
Hormel Foods June 1980 - June 1981
Dakota Student Newspaper August 1978 - May 1980
Skills
Direct Mail, Email Marketing, Management, Print Management, Marketing Strategy, Sales, Advertising, Online Marketing, Marketing Communications, Leadership, Business Strategy, Marketing, Variable Data Printing, Digital Printing, Direct Marketing, Social Media Marketing, Integrated Marketing, Newsletters, Trade Shows, Selling, New Business Development, Mobile Marketing, Lead Generation, Catalogs, Strategic Partnerships, Corporate Branding, Social Networking, Small Business, Online Advertising, Salesforce.com, Brand Development, Multi-channel Marketing, B2B Marketing, Forms Design, Check Printing Security..., Electronic Forms, Check Printing Software
Education
University of North Dakota 1976 — 1980
BSBA, Marketing
Diablo Valley College 1975 — 1976
General
Bryan Rygiel Bryan Rygiel's Chase Manhattan Bank Experience 1997 - 1998
Job Project Manager at Olympus
Industry Hospital & Health Care
Experience
Olympus March 2014 - Present
DeSales University January 2010 - 2015
LTech March 2010 - March 2014
Penn State University January 2010 - May 2010
Siemens Information Systems Ltd June 2003 - March 2010
Ernst & Young 1995 - 2000
Chase Manhattan Bank 1997 - 1998
AT&T 1991 - 1993
Skills
Project Management, Google Apps, Cloud Computing, Team Leadership, Program Management, E-Learning, Process Improvement, PMP, SaaS, Change Management, Software Project..., Project Planning, Consulting, Data Analysis, Integration, Business Analysis, Business Intelligence, Vendor Management, Cross-functional Team..., Software Documentation, Enterprise Architecture, Project Portfolio..., IT Management, Disaster Recovery, SDLC, Security, Enterprise Software, CRM, Visio, ITIL, System Deployment, IT Operations, Information Technology, IT Service Management, Product Management, Business Process, Business Process..., Data Center, Professional Services, Agile Project Management, PMO, IT Strategy, Business Development, Leadership, Requirements Analysis, Management, Solution Architecture, Agile Methodologies, Pre-sales
Education
Lehigh University 2007 — 2009
MBA, Supply Chain
DeSales University 2003 — 2007
BS, Management of IT
Metuchen HS 1986 — 1989
Olympus March 2014 - Present
DeSales University January 2010 - 2015
LTech March 2010 - March 2014
Penn State University January 2010 - May 2010
Siemens Information Systems Ltd June 2003 - March 2010
Ernst & Young 1995 - 2000
Chase Manhattan Bank 1997 - 1998
AT&T 1991 - 1993
Skills
Project Management, Google Apps, Cloud Computing, Team Leadership, Program Management, E-Learning, Process Improvement, PMP, SaaS, Change Management, Software Project..., Project Planning, Consulting, Data Analysis, Integration, Business Analysis, Business Intelligence, Vendor Management, Cross-functional Team..., Software Documentation, Enterprise Architecture, Project Portfolio..., IT Management, Disaster Recovery, SDLC, Security, Enterprise Software, CRM, Visio, ITIL, System Deployment, IT Operations, Information Technology, IT Service Management, Product Management, Business Process, Business Process..., Data Center, Professional Services, Agile Project Management, PMO, IT Strategy, Business Development, Leadership, Requirements Analysis, Management, Solution Architecture, Agile Methodologies, Pre-sales
Education
Lehigh University 2007 — 2009
MBA, Supply Chain
DeSales University 2003 — 2007
BS, Management of IT
Metuchen HS 1986 — 1989
Marissa Hedengren Marissa Hedengren's Chase Manhattan Bank Experience 1987 - 1998
Job Vice President, Individual Insurance at Prudential Financial
Industry Financial Services
Experience
Prudential Financial September 2013 - Present
Prudential Financial January 1998 - Present
Prudential 1996 - Present
Chase Manhattan Bank 1987 - 1998
Skills
Outsourcing, Operational Risk..., Program and Project..., HR Operations, Third Party Vendor..., Program Management, HR Project Management, Operations Management, Vendor Management, Project Management, Financial Services, Business Transformation, Business Process..., Management, Executive Management, Leadership, Change Management, Process Improvement, Relationship Management, Personnel Management, Risk Management, Banking
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Cornell University 1983 — 1987
BA, Economics
Prudential Financial September 2013 - Present
Prudential Financial January 1998 - Present
Prudential 1996 - Present
Chase Manhattan Bank 1987 - 1998
Skills
Outsourcing, Operational Risk..., Program and Project..., HR Operations, Third Party Vendor..., Program Management, HR Project Management, Operations Management, Vendor Management, Project Management, Financial Services, Business Transformation, Business Process..., Management, Executive Management, Leadership, Change Management, Process Improvement, Relationship Management, Personnel Management, Risk Management, Banking
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Cornell University 1983 — 1987
BA, Economics
Nancy Hollinshead, LMSW Nancy Hollinshead, LMSW's Chase Manhattan Bank Experience 1981 - 1998
Job Mental Health Educator at Association for Mental Health and Wellness
Industry Mental Health Care
Experience
Association for Mental Health and Wellness December 2014 - Present
National Alliance on Mental Illness (NAMI) of Central Suffolk 2013 - Present
Sea Change Mentoring 2012 - Present
National Alliance on Mental Illness (NAMI) of Central Suffolk 2010 - Present
Alban Gate November 2001 - Present
Cornell Class of 1980 1985 - Present
St. Catherine of Siena Medical Center 2013 - 2014
Sextant Projects, LLC 2002 - 2011
Chase Manhattan Bank 1981 - 1998
Skills
Fundraising, Public Speaking, Budgeting, Community Outreach, Staff Development, Leadership Development, Research, Non-profits, Event Management, Teaching, Program Development, Volunteer Management, Team Building, Strategic Planning, Event Planning, Budgets, Public Relations, Leadership, PowerPoint, Entrepreneurship, Program Management, Nonprofits, Social Media, Coaching, Organizational..., Editing, Real Estate, Grant Writing, Social Networking, Higher Education, Training, Blogging, Management
Education
Cornell University 1976 — 1980
Economics, English
Stony Brook University Health Sciences Center School of Medicine 2012 — 2014
Master's Degree, Social Welfare
CTHS
Association for Mental Health and Wellness December 2014 - Present
National Alliance on Mental Illness (NAMI) of Central Suffolk 2013 - Present
Sea Change Mentoring 2012 - Present
National Alliance on Mental Illness (NAMI) of Central Suffolk 2010 - Present
Alban Gate November 2001 - Present
Cornell Class of 1980 1985 - Present
St. Catherine of Siena Medical Center 2013 - 2014
Sextant Projects, LLC 2002 - 2011
Chase Manhattan Bank 1981 - 1998
Skills
Fundraising, Public Speaking, Budgeting, Community Outreach, Staff Development, Leadership Development, Research, Non-profits, Event Management, Teaching, Program Development, Volunteer Management, Team Building, Strategic Planning, Event Planning, Budgets, Public Relations, Leadership, PowerPoint, Entrepreneurship, Program Management, Nonprofits, Social Media, Coaching, Organizational..., Editing, Real Estate, Grant Writing, Social Networking, Higher Education, Training, Blogging, Management
Education
Cornell University 1976 — 1980
Economics, English
Stony Brook University Health Sciences Center School of Medicine 2012 — 2014
Master's Degree, Social Welfare
CTHS
Carly Berfas Carly Berfas's Chase Manhattan Bank Experience August 1997 - October 1999
Job Vice President, Senior Commercial Real Estate Relationship Manager at M&T Bank
Industry Banking
Experience
M&T Bank August 2013 - Present
Wells Fargo September 2010 - August 2013
Amalgamated Bank November 2009 - September 2010
Eurohypo July 2007 - May 2009
HSBC Bank USA, NA May 2004 - June 2007
Calyon November 1999 - May 2004
Chase Manhattan Bank August 1997 - October 1999
Education
Cornell University 1993 — 1997
BS, Applied Economics and Business Management
Fordham Gabelli School of Business
MBA, Finance
M&T Bank August 2013 - Present
Wells Fargo September 2010 - August 2013
Amalgamated Bank November 2009 - September 2010
Eurohypo July 2007 - May 2009
HSBC Bank USA, NA May 2004 - June 2007
Calyon November 1999 - May 2004
Chase Manhattan Bank August 1997 - October 1999
Education
Cornell University 1993 — 1997
BS, Applied Economics and Business Management
Fordham Gabelli School of Business
MBA, Finance
Guy Blundon Guy Blundon's Chase Manhattan Bank Experience 1979 - 1981
Job Owner Real Estate Development and Management Co.
Industry Real Estate
Experience
CMB Development, LLC 1995 - Present
Blundon Thylan Associates, Inc. 1981 - 1995
Chase Manhattan Bank 1979 - 1981
Bankers Trust Co. 1978 - 1979
Skills
Investment Properties, Real Estate Transactions, Property Management, Real Estate, Customer Service, Budgets, Real Estate Development, Real Estate Economics, Contract Negotiation, Residential Homes, Management, Negotiation
Education
Columbia University in the City of New York 1976 — 1978
Master of Business Administration (MBA), Business and Urban Design
Columbia University in the City of New York 1976 — 1978
Master of Architecture (M.Arch.), Urban Design
University of Arizona 1970 — 1974
Bachelor of Architecture (BArch), Architecture
CMB Development, LLC 1995 - Present
Blundon Thylan Associates, Inc. 1981 - 1995
Chase Manhattan Bank 1979 - 1981
Bankers Trust Co. 1978 - 1979
Skills
Investment Properties, Real Estate Transactions, Property Management, Real Estate, Customer Service, Budgets, Real Estate Development, Real Estate Economics, Contract Negotiation, Residential Homes, Management, Negotiation
Education
Columbia University in the City of New York 1976 — 1978
Master of Business Administration (MBA), Business and Urban Design
Columbia University in the City of New York 1976 — 1978
Master of Architecture (M.Arch.), Urban Design
University of Arizona 1970 — 1974
Bachelor of Architecture (BArch), Architecture
Pamela Greenstein Pamela Greenstein's Chase Manhattan Bank Experience September 1989 - January 1998
Job at Pearson Education
Industry Higher Education
Experience
Pearson Education September 2008 - Present
Gate Hill Day Camp August 2004 - August 2011
The Byne Group October 2006 - October 2008
Chase Manhattan Bank September 1989 - January 1998
Skills
Microsoft Excel, Organization Skills, Travel Management, Telecom Expense..., Expense Reports, Marketing Strategy, Marketing, Program Management, Strategic Partnerships
Education
Cornell University 1984 — 1988
BS, Statistics & Biometry
Pearson Education September 2008 - Present
Gate Hill Day Camp August 2004 - August 2011
The Byne Group October 2006 - October 2008
Chase Manhattan Bank September 1989 - January 1998
Skills
Microsoft Excel, Organization Skills, Travel Management, Telecom Expense..., Expense Reports, Marketing Strategy, Marketing, Program Management, Strategic Partnerships
Education
Cornell University 1984 — 1988
BS, Statistics & Biometry
![Richard Sanford PMP ITILv3 [LION] 10k+Contacts](https://cdn.bearsofficialsstore.com/li/webp/924811.webp)
Richard Sanford PMP ITILv3 [LION] 10k+Contacts Richard Sanford PMP ITILv3 [LION] 10k+Contacts's Chase Manhattan Bank Experience August 1991 - October 1998
Job Project Manager / Consultant at BNYPershing
Industry Information Technology and Services
Experience
Pershing, a BNY Mellon company April 2012 - Present
Bessemer Trust March 2011 - September 2011
Citibank July 2010 - January 2011
Thomson Reuters June 2009 - June 2010
NYFIX, Inc. August 2006 - July 2008
American Stock Exchange October 2004 - September 2006
Telerate February 2002 - October 2004
Booz Allen & Hamilton May 2000 - August 2001
Nextera Interactive October 1998 - May 2000
Chase Manhattan Bank August 1991 - October 1998
Skills
PMO, Program Management, PMP, Strategic Planning, Social Networking, Scrum, Agile, Pivot Tables, Software Project..., Full SDLC, Information Security..., Financial Markets, ITIL v3, Clarity, HP PPM, Financial Reporting, Management Reporting, Expense Budgeting, Capital Budgeting, SharePoint, Certified Project..., Waterfall, RUP, Compliance, Cross-functional Team..., Project Management, Project Reporting, Sourcing & Procurement, Business Process..., Vendor Management, MS Project, MS Office Suite, Visio, Spanish, Private Banking, Private Wealth..., Hiring, Fixed Income, Equities, Virtual Teams, Skilled Communicator, Knowledge Management, Compliance Audits, ITIL, Management, Project Portfolio..., Agile Methodologies, Budgets, Microsoft Office, Strategy
Education
NYU Stern School of Business 1989 — 1991
MBA
Karl Marx University of Economics - Budapest, Hungary 1986 — 1986
Program Manager
Dartmouth College 1981 — 1986
BA
Eton College 1980 — 1981
A-Levels
The Hill School 1977 — 1980
HS Diploma
Pershing, a BNY Mellon company April 2012 - Present
Bessemer Trust March 2011 - September 2011
Citibank July 2010 - January 2011
Thomson Reuters June 2009 - June 2010
NYFIX, Inc. August 2006 - July 2008
American Stock Exchange October 2004 - September 2006
Telerate February 2002 - October 2004
Booz Allen & Hamilton May 2000 - August 2001
Nextera Interactive October 1998 - May 2000
Chase Manhattan Bank August 1991 - October 1998
Skills
PMO, Program Management, PMP, Strategic Planning, Social Networking, Scrum, Agile, Pivot Tables, Software Project..., Full SDLC, Information Security..., Financial Markets, ITIL v3, Clarity, HP PPM, Financial Reporting, Management Reporting, Expense Budgeting, Capital Budgeting, SharePoint, Certified Project..., Waterfall, RUP, Compliance, Cross-functional Team..., Project Management, Project Reporting, Sourcing & Procurement, Business Process..., Vendor Management, MS Project, MS Office Suite, Visio, Spanish, Private Banking, Private Wealth..., Hiring, Fixed Income, Equities, Virtual Teams, Skilled Communicator, Knowledge Management, Compliance Audits, ITIL, Management, Project Portfolio..., Agile Methodologies, Budgets, Microsoft Office, Strategy
Education
NYU Stern School of Business 1989 — 1991
MBA
Karl Marx University of Economics - Budapest, Hungary 1986 — 1986
Program Manager
Dartmouth College 1981 — 1986
BA
Eton College 1980 — 1981
A-Levels
The Hill School 1977 — 1980
HS Diploma
Frederick Militello Frederick Militello's Chase Manhattan Bank Experience June 1973 - September 1980
Job Senior Financial Advisor and Professor of Finance
Industry Management Consulting
Experience
Future Change Management LLC November 2010 - Present
New York University, Leonard N. Stern School of Business January 1990 - Present
FinQuest Partners LLC 2001 - September 2010
New York Univeristy Leonard N. Stern School of Business January 1990 - August 2006
Chase Manhattan Bank June 1973 - September 1980
Business Inernational Corporation June 1973 - June 1976
Skills
Management Consulting, Leadership Development, Change Management, Banking, Corporate Finance, Executive Coaching, Strategy, Business Strategy, Management, CRM, Leadership, Coaching, Training, Analysis, Finance, Strategic Planning, Investments, Negotiation, Mergers & Acquisitions, Risk Management, Restructuring
Education
Columbia University - School of International and Public Affairs 1971 — 1973
MIA, International Economics and Finance
Future Change Management LLC November 2010 - Present
New York University, Leonard N. Stern School of Business January 1990 - Present
FinQuest Partners LLC 2001 - September 2010
New York Univeristy Leonard N. Stern School of Business January 1990 - August 2006
Chase Manhattan Bank June 1973 - September 1980
Business Inernational Corporation June 1973 - June 1976
Skills
Management Consulting, Leadership Development, Change Management, Banking, Corporate Finance, Executive Coaching, Strategy, Business Strategy, Management, CRM, Leadership, Coaching, Training, Analysis, Finance, Strategic Planning, Investments, Negotiation, Mergers & Acquisitions, Risk Management, Restructuring
Education
Columbia University - School of International and Public Affairs 1971 — 1973
MIA, International Economics and Finance
Marc Batkin CPA, MBA Marc Batkin CPA, MBA's Chase Manhattan Bank Experience 1980 - 1984
Job Internal Audit Manager at Michael Kors
Industry Consumer Electronics
Experience
Michael Kors August 2011 - Present
Sony Electronics September 2004 - August 2011
Sony Electronics 1989 - 2007
Motorola Communications 1986 - 1989
Manulife FINANCIAL 1986 - 1986
Chase Manhattan Bank 1980 - 1984
Skills
Sarbanes-Oxley Act, Internal Controls, GAAP, Business Process..., Internal Audit, Business Process, SAP, Auditing, Financial Reporting, SEC filings, Financial Accounting, Finance, General Ledger, Management, Revenue Recognition, Project Management, Cross-functional Team..., Variance Analysis, Cost Accounting, IFRS
Education
Fairleigh Dickinson University 2005 — 2006
Post Graduate Certificate, Accounting
Fairleigh Dickinson University 1989 — 1991
MBA, Finance
Rutgers, The State University of New Jersey-Newark
BA, Management
Teaneck High School
Michael Kors August 2011 - Present
Sony Electronics September 2004 - August 2011
Sony Electronics 1989 - 2007
Motorola Communications 1986 - 1989
Manulife FINANCIAL 1986 - 1986
Chase Manhattan Bank 1980 - 1984
Skills
Sarbanes-Oxley Act, Internal Controls, GAAP, Business Process..., Internal Audit, Business Process, SAP, Auditing, Financial Reporting, SEC filings, Financial Accounting, Finance, General Ledger, Management, Revenue Recognition, Project Management, Cross-functional Team..., Variance Analysis, Cost Accounting, IFRS
Education
Fairleigh Dickinson University 2005 — 2006
Post Graduate Certificate, Accounting
Fairleigh Dickinson University 1989 — 1991
MBA, Finance
Rutgers, The State University of New Jersey-Newark
BA, Management
Teaneck High School
Tom Daniels, MBA, CPA, CFA Tom Daniels, MBA, CPA, CFA's Chase Manhattan Bank Experience July 1995 - September 1997
Job Managing Director & Head of Securities Lending Sales and Marketing for the Americas at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2007 - Present
BNY Mellon 2004 - 2007
Mellon Bank October 1998 - March 2004
Salomon Brothers September 1997 - November 1998
Chase Manhattan Bank July 1995 - September 1997
The Bank of New York January 1994 - July 1995
Alpern Rosenthal & Company CPAs 1992 - 1994
Duquesne University 1991 - October 1992
Skills
Securities Lending, Fixed Income, Equities, Securities, Financial Services, Business Development, Financial Markets, Program Management, Investments, Finance, Sales Management, Marketing, Mutual Funds, Investment Management, Trading, Analysis, Funding, Product Management, Management, Client Relationship...
Education
Duquesne University 1990 — 1993
MBA, Magna cum laude, Finance
Duquesne University 1986 — 1990
BSBA, Accounting
BNY Mellon March 2007 - Present
BNY Mellon 2004 - 2007
Mellon Bank October 1998 - March 2004
Salomon Brothers September 1997 - November 1998
Chase Manhattan Bank July 1995 - September 1997
The Bank of New York January 1994 - July 1995
Alpern Rosenthal & Company CPAs 1992 - 1994
Duquesne University 1991 - October 1992
Skills
Securities Lending, Fixed Income, Equities, Securities, Financial Services, Business Development, Financial Markets, Program Management, Investments, Finance, Sales Management, Marketing, Mutual Funds, Investment Management, Trading, Analysis, Funding, Product Management, Management, Client Relationship...
Education
Duquesne University 1990 — 1993
MBA, Magna cum laude, Finance
Duquesne University 1986 — 1990
BSBA, Accounting
Jane Lieberman Jane Lieberman's Chase Manhattan Bank Experience 1989 - 1993
Job Owner, DowelLieberman LLC
Industry Real Estate
Experience
Dowel-Lieberman LLC Vice PresidentWachovia Real Estate Group1993 - 1999
Chase Manhattan Bank 1989 - 1993
Skills
Investment Properties, Real Estate, Property Management, Tenant, Leases
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance, Real Estate
University of Colorado at Boulder 1980 — 1984
BA, Distributed Studies
Dowel-Lieberman LLC Vice PresidentWachovia Real Estate Group1993 - 1999
Chase Manhattan Bank 1989 - 1993
Skills
Investment Properties, Real Estate, Property Management, Tenant, Leases
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance, Real Estate
University of Colorado at Boulder 1980 — 1984
BA, Distributed Studies
Tim McKeon Tim McKeon's Chase Manhattan Bank Experience September 1980 - August 1986
Job Managing Director and Senior Vice President at US Bank
Industry Financial Services
Experience
US Bank July 2010 - Present
MBIA September 1991 - January 2010
The Bank of New York September 1986 - August 1991
Chase Manhattan Bank September 1980 - August 1986
Skills
Structuring, Portfolio Management, Capital Markets, Bonds, Credit Risk, Credit, Derivatives, Banking, Debt, Risk Management, Credit Analysis, Public Finance, Financial Analysis, Municipal, Negotiation
Education
Chase Manhattan Bank formal Credit Training Program
Fairfield University
Iona College
US Bank July 2010 - Present
MBIA September 1991 - January 2010
The Bank of New York September 1986 - August 1991
Chase Manhattan Bank September 1980 - August 1986
Skills
Structuring, Portfolio Management, Capital Markets, Bonds, Credit Risk, Credit, Derivatives, Banking, Debt, Risk Management, Credit Analysis, Public Finance, Financial Analysis, Municipal, Negotiation
Education
Chase Manhattan Bank formal Credit Training Program
Fairfield University
Iona College
John Schroy John Schroy's Chase Manhattan Bank Experience January 1975 - November 1979
Job Capital Flow Watch
Industry Capital Markets
Experience
Capital Flow Watch November 2004 - Present
Center for Capital Flow Analysis November 2000 - Present
Arthur Andersen January 1995 - June 2000
Price Waterhouse October 1989 - January 1995
Nathan Associates January 1983 - September 1989
Banco Lar Brasileiro January 1975 - November 1979
Chase Manhattan Bank January 1975 - November 1979
Brazil Fund January 1976 - December 1978
Banco de Investimentos Lar Brasileiro January 1975 - November 1977
Paulding Associates July 1971 - December 1973
Education
Cornell University 1950 — 1954
Capital Flow Watch November 2004 - Present
Center for Capital Flow Analysis November 2000 - Present
Arthur Andersen January 1995 - June 2000
Price Waterhouse October 1989 - January 1995
Nathan Associates January 1983 - September 1989
Banco Lar Brasileiro January 1975 - November 1979
Chase Manhattan Bank January 1975 - November 1979
Brazil Fund January 1976 - December 1978
Banco de Investimentos Lar Brasileiro January 1975 - November 1977
Paulding Associates July 1971 - December 1973
Education
Cornell University 1950 — 1954
Kathy Castle Kathy Castle's Chase Manhattan Bank Experience 1987 - 2000
Job Director Industry Roundtables, Auriemma Consulting Group
Industry Financial Services
Experience
Auriemma Consulting Group June 2008 - Present
New Century Mortgage 2003 - 2007
Chase Manhattan Bank 1987 - 2000
Skills
Loans, Financial Risk, Mortgage Lending, Banking, Capital Markets, Consumer Lending, Credit, Credit Analysis, Credit Cards, Credit Risk, Editing, Executive Management, Finance, Financial Analysis, Financial Modeling, Financial Services, Fraud, Leadership, Management, Marketing, Operational Risk, Payments, Portfolio Management, Relationship Management, Retail Banking, Risk Management, Customer Service
Education
Cornell University
BS, Economics
Hofstra University
MBA, Finance
Auriemma Consulting Group June 2008 - Present
New Century Mortgage 2003 - 2007
Chase Manhattan Bank 1987 - 2000
Skills
Loans, Financial Risk, Mortgage Lending, Banking, Capital Markets, Consumer Lending, Credit, Credit Analysis, Credit Cards, Credit Risk, Editing, Executive Management, Finance, Financial Analysis, Financial Modeling, Financial Services, Fraud, Leadership, Management, Marketing, Operational Risk, Payments, Portfolio Management, Relationship Management, Retail Banking, Risk Management, Customer Service
Education
Cornell University
BS, Economics
Hofstra University
MBA, Finance
Ana Goizueta's Chase Manhattan Bank Experience June 1990 - June 1992
Job Director, Investor Relations at Oak Hill Advisors, L.P.
Industry Investment Management
Experience
Oak Hill Advisors, L.P. September 2014 - Present
Family and Children's Agency January 2005 - September 2014
Talson Partners L.P. March 2011 - August 2014
JP Morgan 1994 - 2002
Chase Manhattan Bank June 1990 - June 1992
Skills
Private Wealth..., Derivatives, Institutional Marketing, Mergers, Hedge Funds, Alternative Investments, Equities
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA, Finance
Hamilton College 1986 — 1990
BA, International Relations and Affairs
Oak Hill Advisors, L.P. September 2014 - Present
Family and Children's Agency January 2005 - September 2014
Talson Partners L.P. March 2011 - August 2014
JP Morgan 1994 - 2002
Chase Manhattan Bank June 1990 - June 1992
Skills
Private Wealth..., Derivatives, Institutional Marketing, Mergers, Hedge Funds, Alternative Investments, Equities
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA, Finance
Hamilton College 1986 — 1990
BA, International Relations and Affairs
Loretta Scott-Frempong Loretta Scott-Frempong's Chase Manhattan Bank Experience January 1992 - December 1999
Job Purchasing Assistant at Baptist Health
Industry Logistics and Supply Chain
Experience
Baptish Health February 2013 - Present
Boeing March 2003 - June 2009
Boeing January 2001 - March 2003
Speakman Company January 2000 - January 2001
Chase Manhattan Bank January 1992 - December 1999
Skills
Logistics, Supply Chain Management, Warehousing, Supply Chain, Logistics Management, Transportation, Shipping, Freight Forwarding, Supply Chain..., Inventory Management
Education
Delaware State University 1986 — 1990
Bachelor of Science (B.S.), Business Administration and Marketing
Baptish Health February 2013 - Present
Boeing March 2003 - June 2009
Boeing January 2001 - March 2003
Speakman Company January 2000 - January 2001
Chase Manhattan Bank January 1992 - December 1999
Skills
Logistics, Supply Chain Management, Warehousing, Supply Chain, Logistics Management, Transportation, Shipping, Freight Forwarding, Supply Chain..., Inventory Management
Education
Delaware State University 1986 — 1990
Bachelor of Science (B.S.), Business Administration and Marketing
Ray Byfield Ray Byfield's Chase Manhattan Bank Experience July 1997 - May 2000
Job Financial Services Analyst Professional
Industry Financial Services
Experience
Atlantic Home Capital Corp. August 2014 - April 2015
JPMorgan Chase April 2010 - March 2011
JPMorgan Chase January 2010 - March 2011
JP Morgan Worldwide Security Services September 2004 - January 2010
JP Morgan Investor Services September 2000 - September 2004
Chase Manhattan Bank July 1997 - May 2000
Skills
Investments, Fixed Income, Banking, Mutual Funds, CRM, Financial Risk, Management, Leadership, Analysis, Credit, Portfolio Management, Securities, Cash Management, Forecasting, Accounting, Trading, Project Management, Risk Management, Finance, Financial Analysis, Equities, Financial Services
Education
Villanova University 2011 — 2011
Certificate of Achievement In Essentials of Project Management, Project Management
Dowling College 1989 — 1994
B.S, Aeronautics and Management
Atlantic Home Capital Corp. August 2014 - April 2015
JPMorgan Chase April 2010 - March 2011
JPMorgan Chase January 2010 - March 2011
JP Morgan Worldwide Security Services September 2004 - January 2010
JP Morgan Investor Services September 2000 - September 2004
Chase Manhattan Bank July 1997 - May 2000
Skills
Investments, Fixed Income, Banking, Mutual Funds, CRM, Financial Risk, Management, Leadership, Analysis, Credit, Portfolio Management, Securities, Cash Management, Forecasting, Accounting, Trading, Project Management, Risk Management, Finance, Financial Analysis, Equities, Financial Services
Education
Villanova University 2011 — 2011
Certificate of Achievement In Essentials of Project Management, Project Management
Dowling College 1989 — 1994
B.S, Aeronautics and Management
Orlando Rivera's Chase Manhattan Bank Experience 1993 - 1996
Job MD, Head of Human Resources at Syncora Holdings
Industry Financial Services
Experience
Syncora Holdings Ltd. October 2003 - Present
Gen Re Securities May 2001 - August 2002
Societe Generale November 1998 - May 2001
Arthur Andersen 1996 - 1998
Chase Manhattan Bank 1993 - 1996
Goldman Sachs 1992 - 1993
Skills
Compensation, Talent Management, Organizational..., Employee Relations, Performance Management, Executive Pay, Succession Planning, Employee Benefits, Workforce Planning, Organizational Design, Diversity & Inclusion, Talent Acquisition, Deferred Compensation, Leadership, Recruiting, Human Resources, Management, Strategy, Personnel Management
Education
Cornell University 1978 — 1982
BS, Industrial & Labor Relations
Syncora Holdings Ltd. October 2003 - Present
Gen Re Securities May 2001 - August 2002
Societe Generale November 1998 - May 2001
Arthur Andersen 1996 - 1998
Chase Manhattan Bank 1993 - 1996
Goldman Sachs 1992 - 1993
Skills
Compensation, Talent Management, Organizational..., Employee Relations, Performance Management, Executive Pay, Succession Planning, Employee Benefits, Workforce Planning, Organizational Design, Diversity & Inclusion, Talent Acquisition, Deferred Compensation, Leadership, Recruiting, Human Resources, Management, Strategy, Personnel Management
Education
Cornell University 1978 — 1982
BS, Industrial & Labor Relations
Leonard Walker Leonard Walker's Chase Manhattan Bank Experience 1989 - 2001
Job Atlanta Business Banking Division Manager for Wells Fargo
Industry Banking
Experience
Wells Fargo Bank November 2003 - Present
Clark Atlanta University 2005 - Present
Wells Fargo Bank November 2003 - Present
Central Atlanta Progress 2009 - 2011
Metro Atlanta YMCA 2005 - 2011
CyberStarts, Inc. 2001 - 2003
Chase Manhattan Bank 1989 - 2001
C & S National Bank 1983 - 1988
Skills
Risk Management, Financial Analysis, Credit, Banking, Financial Modeling, Portfolio Management, Mergers, Strategic Planning, Finance, Commercial Lending, Loans, Commercial Banking, Credit Analysis, Corporate Finance, Investments, Treasury Management, Asset Managment, Due Diligence
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance, General
Davidson College 1979 — 1983
BA, Economics
Wells Fargo Bank November 2003 - Present
Clark Atlanta University 2005 - Present
Wells Fargo Bank November 2003 - Present
Central Atlanta Progress 2009 - 2011
Metro Atlanta YMCA 2005 - 2011
CyberStarts, Inc. 2001 - 2003
Chase Manhattan Bank 1989 - 2001
C & S National Bank 1983 - 1988
Skills
Risk Management, Financial Analysis, Credit, Banking, Financial Modeling, Portfolio Management, Mergers, Strategic Planning, Finance, Commercial Lending, Loans, Commercial Banking, Credit Analysis, Corporate Finance, Investments, Treasury Management, Asset Managment, Due Diligence
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance, General
Davidson College 1979 — 1983
BA, Economics
Anna Lee Hom Anna Lee Hom's Chase Manhattan Bank Experience June 1987 - December 1989
Job Teacher at New York City Department of Education
Industry Education Management
Experience
NYC Department of Education August 2007 - Present
UBS April 1992 - July 1999
The Chase Manhattan Bank January 1990 - April 1992
Chase Manhattan Bank June 1987 - December 1989
Skills
Curriculum Development, Classroom, Literacy, Public Speaking, Educational Leadership
Education
Touro College 2003 — 2007
Masters, General Education & Special Education
Columbia University in the City of New York 1983 — 1987
BA, Economics
Fort Hamilton High School
NYC Department of Education August 2007 - Present
UBS April 1992 - July 1999
The Chase Manhattan Bank January 1990 - April 1992
Chase Manhattan Bank June 1987 - December 1989
Skills
Curriculum Development, Classroom, Literacy, Public Speaking, Educational Leadership
Education
Touro College 2003 — 2007
Masters, General Education & Special Education
Columbia University in the City of New York 1983 — 1987
BA, Economics
Fort Hamilton High School
Dominick Mayo Dominick Mayo's Chase Manhattan Bank Experience 1977 - 1994
Job Solutions Architect
Industry Information Technology and Services
Experience
Contemporary Computer Services, Inc. (CCSI) June 2012 - April 2013
Tech Force Solutions November 2009 - December 2011
Metro-North Railroad October 2002 - October 2009
Nortel October 1999 - September 2002
Bay Networks October 1995 - October 1999
Sony Music Entertainment August 1995 - October 1996
Shark March 1994 - August 1995
Chase Manhattan Bank 1977 - 1994
Skills
Switches, VPN, Routing, Network Design, Wireless, PBX, IVR, Cisco, Routers, WAN, CCNA, Ethernet, IP, DWDM, IPSec, LAN/WAN, Troubleshooting, Network Engineering, WLAN, Data Center, Unified Communications, IP Networking, ATM, VMware, TCP/IP, OSPF, DHCP, Frame Relay, BGP, RIP, VoIP, Network Administration, VMware VTSP 5, LAN-WAN, Cisco Technologies, Disaster Recovery, Virtualization, Cloud Computing, Networking, Pre-sales, Wireless Networking, Network Architecture, SAN, SNMP, Security, MPLS, Firewalls, Cisco Certified, Network Security, QoS
Education
Farmingdale State University of New York 1988 — 1995
AAS/EET, Electrical Engineering Technology
Contemporary Computer Services, Inc. (CCSI) June 2012 - April 2013
Tech Force Solutions November 2009 - December 2011
Metro-North Railroad October 2002 - October 2009
Nortel October 1999 - September 2002
Bay Networks October 1995 - October 1999
Sony Music Entertainment August 1995 - October 1996
Shark March 1994 - August 1995
Chase Manhattan Bank 1977 - 1994
Skills
Switches, VPN, Routing, Network Design, Wireless, PBX, IVR, Cisco, Routers, WAN, CCNA, Ethernet, IP, DWDM, IPSec, LAN/WAN, Troubleshooting, Network Engineering, WLAN, Data Center, Unified Communications, IP Networking, ATM, VMware, TCP/IP, OSPF, DHCP, Frame Relay, BGP, RIP, VoIP, Network Administration, VMware VTSP 5, LAN-WAN, Cisco Technologies, Disaster Recovery, Virtualization, Cloud Computing, Networking, Pre-sales, Wireless Networking, Network Architecture, SAN, SNMP, Security, MPLS, Firewalls, Cisco Certified, Network Security, QoS
Education
Farmingdale State University of New York 1988 — 1995
AAS/EET, Electrical Engineering Technology
Matthew Grob, CPHIMS, FHIMSS's Chase Manhattan Bank Experience June 1999 - June 2000
Job Senior Director, Enterprise IT Planning at Mount Sinai Health System
Industry Hospital & Health Care
Experience
Mount Sinai Health System April 2012 - Present
EMC Corporation January 2011 - March 2012
RSM McGladrey, Inc September 2006 - December 2010
Courtyard Group, Ltd May 2005 - June 2006
Eclipsys Corporation May 2003 - May 2005
PricewaterhouseCoopers, LLP May 2001 - May 2003
SoftWatch, Inc June 2000 - May 2001
Chase Manhattan Bank June 1999 - June 2000
Ernst & Young, LLP June 1996 - June 1999
New York University Medical Center January 1980 - June 1996
Skills
Strategic IT, Organizational Change, Change Management, People Management, Knowledge Management, Test Methodologies, Team Leadership, Thought Leadership, Coaching, Large Group Facilitation, Mentoring, Technology..., Assessment, Operational Planning, Technology Selection, Personnel Recruiting, Team Building, Team Management, Cross-functional Team..., Project Portfolio..., IT Strategy, Clinical Transformation, Management Consulting, EHR, Management, Blogger, Healthcare Consulting, Healthcare, Information Technology, Strategy, HIPAA, Writing, Enterprise Software, Informatics, Healthcare Industry, Executive Management, Governance, Leadership, Business Development, Workshop Facilitation, Personnel Selection, Technology Needs..., Program Management, Project Management, Professional Services, Training, Strategic Planning, Analytics
Education
Cornell University - Johnson Graduate School of Management 2014 — 2014
Certificate, Healthcare Leadership Advancement
New York University
BA, Organizational Behavior & Communications
Mount Sinai Health System April 2012 - Present
EMC Corporation January 2011 - March 2012
RSM McGladrey, Inc September 2006 - December 2010
Courtyard Group, Ltd May 2005 - June 2006
Eclipsys Corporation May 2003 - May 2005
PricewaterhouseCoopers, LLP May 2001 - May 2003
SoftWatch, Inc June 2000 - May 2001
Chase Manhattan Bank June 1999 - June 2000
Ernst & Young, LLP June 1996 - June 1999
New York University Medical Center January 1980 - June 1996
Skills
Strategic IT, Organizational Change, Change Management, People Management, Knowledge Management, Test Methodologies, Team Leadership, Thought Leadership, Coaching, Large Group Facilitation, Mentoring, Technology..., Assessment, Operational Planning, Technology Selection, Personnel Recruiting, Team Building, Team Management, Cross-functional Team..., Project Portfolio..., IT Strategy, Clinical Transformation, Management Consulting, EHR, Management, Blogger, Healthcare Consulting, Healthcare, Information Technology, Strategy, HIPAA, Writing, Enterprise Software, Informatics, Healthcare Industry, Executive Management, Governance, Leadership, Business Development, Workshop Facilitation, Personnel Selection, Technology Needs..., Program Management, Project Management, Professional Services, Training, Strategic Planning, Analytics
Education
Cornell University - Johnson Graduate School of Management 2014 — 2014
Certificate, Healthcare Leadership Advancement
New York University
BA, Organizational Behavior & Communications
Laura Olert Laura Olert's Chase Manhattan Bank Experience 1994 - 1997
Job Career Coach & Senior Transition Specialist at RiseSmart.com ♦ Expert in Career Transition Services & Career Development
Industry Human Resources
Experience
RiseSmart.com August 2012 - Present
ESI Employee Assistance Group EAP (formerly LongView Associates) 2007 - 2014
CareerWorks, Inc 2009 - 2013
JPMorgan Chase 2000 - 2005
Chase Manhattan Corporation 1998 - 2000
Chase Manhattan Bank 1994 - 1997
Chase Manhattan Bank 1992 - 1994
Chase Manhattan Bank 1990 - 1992
Skills
Career Development, Career Counseling, Job Search, Coaching, Resume Writing, Interviews, Human Resources, Workshop Facilitation, Leadership, Career Management, Staff Development, Recruiting, Interviewing, Career Assessment, Personnel Management, Mentoring, Outplacement, Training, Employee Relations, MBTI, Employee Benefits, Team Building, Strategy, Hiring, Goal Oriented
Education
Columbia University
Master of Arts (M.A.), Organizational Behavior
State University of New York College at Geneseo
B.S., John Wiley School of Business, Management, Human Resources
RiseSmart.com August 2012 - Present
ESI Employee Assistance Group EAP (formerly LongView Associates) 2007 - 2014
CareerWorks, Inc 2009 - 2013
JPMorgan Chase 2000 - 2005
Chase Manhattan Corporation 1998 - 2000
Chase Manhattan Bank 1994 - 1997
Chase Manhattan Bank 1992 - 1994
Chase Manhattan Bank 1990 - 1992
Skills
Career Development, Career Counseling, Job Search, Coaching, Resume Writing, Interviews, Human Resources, Workshop Facilitation, Leadership, Career Management, Staff Development, Recruiting, Interviewing, Career Assessment, Personnel Management, Mentoring, Outplacement, Training, Employee Relations, MBTI, Employee Benefits, Team Building, Strategy, Hiring, Goal Oriented
Education
Columbia University
Master of Arts (M.A.), Organizational Behavior
State University of New York College at Geneseo
B.S., John Wiley School of Business, Management, Human Resources
Howard Tai Howard Tai's Chase Manhattan Bank Experience 1989 - 1990
Job Senior Analyst at Aite Group
Industry Investment Management
Experience
Aite Group 2011 - Present
American Century Investments 2002 - 2011
American Century Investments 1998 - 2001
American Century Investments 1995 - 1997
Bank of Montreal 1993 - 1995
Geldermann Inc. 1990 - 1993
Chase Manhattan Bank 1989 - 1990
Banque Worms Capital Corporation 1988 - 1989
Citi Group 1986 - 1988
Skills
FX, Portfolio Management, Risk Management, Electronic Trading, Contract Negotiation, Team Leadership, Investment Strategies, Macroeconomics, Derivatives, Equities, Trading, Trading Systems, Hedging, Customer Relations, Commodities, Options, Asset Management, Equity Derivatives, Capital Markets, Structured Products, Alternative Investments, FX Options, Asset Managment, Financial Markets, Bloomberg, Securities, Asset Allocation, Investment Management, Emerging Markets, Commodity, Investment Banking, Mutual Funds, Valuation, Investments, Equity Trading, Foreign Exchange, Currency, Financial Services, FX trading, Economics, Hedge Funds, Equity Research, Treasury, Finance, Bonds, Equity Valuation, Credit Risk, FX Trading
Education
Cornell University - Johnson Graduate School of Management 1984 — 1986
MBA, Accounting and Finance
University of Pennsylvania 1978 — 1982
Bachelors, Economics
Aite Group 2011 - Present
American Century Investments 2002 - 2011
American Century Investments 1998 - 2001
American Century Investments 1995 - 1997
Bank of Montreal 1993 - 1995
Geldermann Inc. 1990 - 1993
Chase Manhattan Bank 1989 - 1990
Banque Worms Capital Corporation 1988 - 1989
Citi Group 1986 - 1988
Skills
FX, Portfolio Management, Risk Management, Electronic Trading, Contract Negotiation, Team Leadership, Investment Strategies, Macroeconomics, Derivatives, Equities, Trading, Trading Systems, Hedging, Customer Relations, Commodities, Options, Asset Management, Equity Derivatives, Capital Markets, Structured Products, Alternative Investments, FX Options, Asset Managment, Financial Markets, Bloomberg, Securities, Asset Allocation, Investment Management, Emerging Markets, Commodity, Investment Banking, Mutual Funds, Valuation, Investments, Equity Trading, Foreign Exchange, Currency, Financial Services, FX trading, Economics, Hedge Funds, Equity Research, Treasury, Finance, Bonds, Equity Valuation, Credit Risk, FX Trading
Education
Cornell University - Johnson Graduate School of Management 1984 — 1986
MBA, Accounting and Finance
University of Pennsylvania 1978 — 1982
Bachelors, Economics
Jason Lintner Jason Lintner's Chase Manhattan Bank Experience January 1996 - February 2006
Job Director, Prestar Inspection Services
Industry Insurance
Experience
Prestar Inspection Services February 2006 - Present
ASAP Community Center for Health 2006 - 2007
JPMorganChase January 1996 - February 2006
Chase Manhattan Bank January 1996 - February 2006
Chase 1996 - 2006
JPMorgan Chase 1996 - 2006
Skills
Training, Leadership, Coaching, Human Resources, Call Centers, Time Management, Entrepreneurship, Leadership Development, Recruiting, Workshop Facilitation, Employee Engagement, Team Building, Insurance, Employee Benefits, Management
Education
Eckerd College 2000 — 2007
Bachelor of Arts (B.A.)
Prestar Inspection Services February 2006 - Present
ASAP Community Center for Health 2006 - 2007
JPMorganChase January 1996 - February 2006
Chase Manhattan Bank January 1996 - February 2006
Chase 1996 - 2006
JPMorgan Chase 1996 - 2006
Skills
Training, Leadership, Coaching, Human Resources, Call Centers, Time Management, Entrepreneurship, Leadership Development, Recruiting, Workshop Facilitation, Employee Engagement, Team Building, Insurance, Employee Benefits, Management
Education
Eckerd College 2000 — 2007
Bachelor of Arts (B.A.)
Renee Dudley's Chase Manhattan Bank Experience June 1995 - January 1999
Job Vice President at Patriarch Partners
Industry Investment Management
Experience
Patriarch Partners March 2009 - Present
CIBC February 2005 - December 2008
BNY Mellon - F.K.A. The Bank of New York October 1999 - February 2005
IBJ Whitehall Bank and Trust January 1999 - October 1999
Chase Manhattan Bank June 1995 - January 1999
Skills
Hedge Funds, Private Equity, Fixed Income, Capital Markets, Valuation, Investment Banking, Investments, Structured Finance, Portfolio Management, Venture Capital, Leveraged Finance, Mergers & Acquisitions, High Yield, Bonds, Structured Products, Due Diligence
Education
CUNY Medgar Evers College 2001 — 2005
Bachelor of Science, Accounting and Finance, 3.8 GPA
Patriarch Partners March 2009 - Present
CIBC February 2005 - December 2008
BNY Mellon - F.K.A. The Bank of New York October 1999 - February 2005
IBJ Whitehall Bank and Trust January 1999 - October 1999
Chase Manhattan Bank June 1995 - January 1999
Skills
Hedge Funds, Private Equity, Fixed Income, Capital Markets, Valuation, Investment Banking, Investments, Structured Finance, Portfolio Management, Venture Capital, Leveraged Finance, Mergers & Acquisitions, High Yield, Bonds, Structured Products, Due Diligence
Education
CUNY Medgar Evers College 2001 — 2005
Bachelor of Science, Accounting and Finance, 3.8 GPA
Greg Coverdale, MBA, CFP®'s Chase Manhattan Bank Experience August 1999 - April 2000
Job Entrepreneur and Investor
Industry Financial Services
Experience
Civitas Partners October 2010 - May 2015
Merrill Lynch May 2003 - October 2010
TD Waterhouse Investor Services January 2002 - May 2003
Morgan Stanley April 2000 - December 2001
Chase Manhattan Bank August 1999 - April 2000
J.P. Morgan June 1999 - August 1999
Bank of New York May 1998 - August 1998
PNC Bank May 1997 - August 1997
Chase Manhattan Bank May 1996 - August 1996
First USA Bank September 1994 - August 1995
Skills
Financial Modeling, International Business, Executive Management, Investments, Mutual Funds, Fixed Income, Financial Analysis, Equities, Wealth Management, Asset Managment, Portfolio Management, Strategic Financial..., Series 7, Alternative Investments, Securities, Valuation, Bonds, Banking, Asset Management, Credit, Leadership
Education
Delaware State University
Master of Business Administration (M.B.A.), Finance, 3.63 GPA
Investment Banking Institute 2008 — 2008
Certificate, Investment Banking
Delaware State University 1995 — 1999
Bachelor of Science, Business Administration
William Penn High School 1991 — 1994
Diploma, Business
Civitas Partners October 2010 - May 2015
Merrill Lynch May 2003 - October 2010
TD Waterhouse Investor Services January 2002 - May 2003
Morgan Stanley April 2000 - December 2001
Chase Manhattan Bank August 1999 - April 2000
J.P. Morgan June 1999 - August 1999
Bank of New York May 1998 - August 1998
PNC Bank May 1997 - August 1997
Chase Manhattan Bank May 1996 - August 1996
First USA Bank September 1994 - August 1995
Skills
Financial Modeling, International Business, Executive Management, Investments, Mutual Funds, Fixed Income, Financial Analysis, Equities, Wealth Management, Asset Managment, Portfolio Management, Strategic Financial..., Series 7, Alternative Investments, Securities, Valuation, Bonds, Banking, Asset Management, Credit, Leadership
Education
Delaware State University
Master of Business Administration (M.B.A.), Finance, 3.63 GPA
Investment Banking Institute 2008 — 2008
Certificate, Investment Banking
Delaware State University 1995 — 1999
Bachelor of Science, Business Administration
William Penn High School 1991 — 1994
Diploma, Business
Barbara Jo Lubitz Barbara Jo Lubitz's Chase Manhattan Bank Experience January 1994 - June 1996
Job Attorney at Axiom
Industry Legal Services
Experience
Wilmington Trust/ M&T Bank January 2011 - April 2015
The Bank of New York Mellon June 1996 - February 2009
Chase Manhattan Bank January 1994 - June 1996
Carter, Ledyard & Milburn October 1986 - December 1993
Cowan, Liebowitz & Latman, P.C. 1984 - 1986
Satterlee Stephens Burke & Burke LLP 1983 - 1984
Skills
Appraisals, Insurance Appraisals, Estate Appraisals, Donation Appraisals, Fine Art, Prints, Art Advisory, Ceramics, Resale Appraisals, Rugs, Furniture, Silver, Legal Services, Corporate Law, Corporate Trust, Compliance, Securities, Art, Legal Assistance, Ceramic, Insurance, Strategy, Intellectual Property, Licensing, Restructuring, Corporate Governance, Securities Regulation, Litigation, Mergers & Acquisitions
Education
New York University 2009 — 2011
Professional Certificates
Cornell Law School 1980 — 1983
JD
Cornell University 1974 — 1978
BA
University of Pittsburgh
Wilmington Trust/ M&T Bank January 2011 - April 2015
The Bank of New York Mellon June 1996 - February 2009
Chase Manhattan Bank January 1994 - June 1996
Carter, Ledyard & Milburn October 1986 - December 1993
Cowan, Liebowitz & Latman, P.C. 1984 - 1986
Satterlee Stephens Burke & Burke LLP 1983 - 1984
Skills
Appraisals, Insurance Appraisals, Estate Appraisals, Donation Appraisals, Fine Art, Prints, Art Advisory, Ceramics, Resale Appraisals, Rugs, Furniture, Silver, Legal Services, Corporate Law, Corporate Trust, Compliance, Securities, Art, Legal Assistance, Ceramic, Insurance, Strategy, Intellectual Property, Licensing, Restructuring, Corporate Governance, Securities Regulation, Litigation, Mergers & Acquisitions
Education
New York University 2009 — 2011
Professional Certificates
Cornell Law School 1980 — 1983
JD
Cornell University 1974 — 1978
BA
University of Pittsburgh
Diane Vatchev Diane Vatchev's Chase Manhattan Bank Experience 1990 - 1994
Job Experienced Librarian
Industry Automotive
Experience
Mercedes-Benz USA - Maslow Media Group March 2013 - Present
Mercedes-Benz USA - Pinnacle 2008 - February 2013
Telcordia Technologies 1994 - 1996
Chase Manhattan Bank 1990 - 1994
Skills
Digital Asset Management, Library Science, Online Research, Knowledge Management, Management, Electronic Resources, Information Retrieval, Metadata, Research, Strategic Planning, Libraries
Education
Drexel University
Masters, Library Science
College of St. Rose
BA, English Literature
Mercedes-Benz USA - Maslow Media Group March 2013 - Present
Mercedes-Benz USA - Pinnacle 2008 - February 2013
Telcordia Technologies 1994 - 1996
Chase Manhattan Bank 1990 - 1994
Skills
Digital Asset Management, Library Science, Online Research, Knowledge Management, Management, Electronic Resources, Information Retrieval, Metadata, Research, Strategic Planning, Libraries
Education
Drexel University
Masters, Library Science
College of St. Rose
BA, English Literature
Loren Elise Schoenstein Loren Elise Schoenstein's Chase Manhattan Bank Experience February 2000 - June 2002
Job Realtor Associate at J. Rockcliff Realtors with Simkin England Associates
Industry Real Estate
Experience
J. Rockcliff Realtors November 2014 - Present
THE MCLAUGHLIN TEAM March 2014 - September 2014
The McLaughlin Team March 2013 - March 2014
Gan B'nai Shalom December 2012 - June 2013
Jewish Community Center August 2011 - December 2011
Holy Shepherd Lutheran Church November 2007 - August 2011
MGIC June 2003 - April 2006
Chase Manhattan Bank February 2000 - June 2002
Skills
Real Estate, First Time Home Buyers, Buyer Representation, Sellers, FHA financing, VA loans, Listing Homes, First Time Homebuyers, VA Financing, Single Family Homes, Conventional Financing, Marketing, Real Estate Transactions, 1031 Exchanges, Land Development, Vacant Lots, Non conforming lending, Jumbo financing, Appraisals, Escrow, Marketing Strategy, Customer Relations, Relocation Buyers, Corporate Relocation, Trusts, Condominiums, CHFA, Mortgage Banking, Short Sales, Investors, Sales, REO, Foreclosures, Investment Properties, Condos, FHA, Mortgage Lending, Referrals, Residential Homes, Loans, Relocation, Management, Listings, New Home Sales, Training, Real Property, Buyers, Refinance, Real Estate Economics, Luxury
Education
Diablo Valley College 2009 — 2011
Teaching Credential, Liberal Arts and Sciences, General Studies and Humanities
Del Valle High School, Walnut Creek, CA
J. Rockcliff Realtors November 2014 - Present
THE MCLAUGHLIN TEAM March 2014 - September 2014
The McLaughlin Team March 2013 - March 2014
Gan B'nai Shalom December 2012 - June 2013
Jewish Community Center August 2011 - December 2011
Holy Shepherd Lutheran Church November 2007 - August 2011
MGIC June 2003 - April 2006
Chase Manhattan Bank February 2000 - June 2002
Skills
Real Estate, First Time Home Buyers, Buyer Representation, Sellers, FHA financing, VA loans, Listing Homes, First Time Homebuyers, VA Financing, Single Family Homes, Conventional Financing, Marketing, Real Estate Transactions, 1031 Exchanges, Land Development, Vacant Lots, Non conforming lending, Jumbo financing, Appraisals, Escrow, Marketing Strategy, Customer Relations, Relocation Buyers, Corporate Relocation, Trusts, Condominiums, CHFA, Mortgage Banking, Short Sales, Investors, Sales, REO, Foreclosures, Investment Properties, Condos, FHA, Mortgage Lending, Referrals, Residential Homes, Loans, Relocation, Management, Listings, New Home Sales, Training, Real Property, Buyers, Refinance, Real Estate Economics, Luxury
Education
Diablo Valley College 2009 — 2011
Teaching Credential, Liberal Arts and Sciences, General Studies and Humanities
Del Valle High School, Walnut Creek, CA
Scott Nafie Scott Nafie's Chase Manhattan Bank Experience January 1992 - March 1997
Job VP Engineer Lead at JPMorgan Chase & Co.
Industry Computer Networking
Experience
JPMorgan Chase & Co. March 2015 - Present
Credit Suisse March 2013 - March 2015
Credit Suisse March 2012 - March 2013
Credit Suisse March 2010 - March 2012
Dow Jones & Company May 2009 - January 2010
HP January 2009 - May 2009
JPMorgan Chase March 2001 - November 2008
Nortel August 1999 - March 2001
Hoffmann-La Roche March 1997 - August 1999
Chase Manhattan Bank January 1992 - March 1997
Skills
Cisco Technologies, Networking, Integration, Data Center, TCP/IP, Network Architecture, IT Strategy, Low Latency, Management, Business Objects, IT Management, Switches, Vendor Management, Market Data, Electronic Trading, Infrastructure, Trading Systems, Leadership, Disaster Recovery, ITIL, Fixed Income, System Deployment
Education
Fairleigh Dickinson University
JPMorgan Chase & Co. March 2015 - Present
Credit Suisse March 2013 - March 2015
Credit Suisse March 2012 - March 2013
Credit Suisse March 2010 - March 2012
Dow Jones & Company May 2009 - January 2010
HP January 2009 - May 2009
JPMorgan Chase March 2001 - November 2008
Nortel August 1999 - March 2001
Hoffmann-La Roche March 1997 - August 1999
Chase Manhattan Bank January 1992 - March 1997
Skills
Cisco Technologies, Networking, Integration, Data Center, TCP/IP, Network Architecture, IT Strategy, Low Latency, Management, Business Objects, IT Management, Switches, Vendor Management, Market Data, Electronic Trading, Infrastructure, Trading Systems, Leadership, Disaster Recovery, ITIL, Fixed Income, System Deployment
Education
Fairleigh Dickinson University
Frank Rubino's Chase Manhattan Bank Experience 1996 - 2008
Job VP/Commercial Card Solutions Market Manager at JPMorgan Chase & Company
Industry Financial Services
Experience
JPMorgan Chase & Co. October 2010 - Present
JPMorgan Chase & Co. 1993 - Present
JPMorgan Chase & Co. February 2009 - September 2010
Chase Home Lending June 2008 - January 2009
JPMorgan Chase & Co. June 1996 - May 2008
Chase Manhattan Bank 1996 - 2008
Bank of America 1991 - 1993
Security Pacific Bank/Bank of America 1991 - 1993
Skills
Credit, Mortgage, Mortgage Lending, Sales Management, Retail, Corporate Card Programs, Global Commercial Card, Certified Cash Manager, Selling, Loans, Risk Management, Mortgage Banking, Loan Origination, Process Improvement, Leadership, Residential Mortgages, Credit Risk, Credit Analysis, Banking, Sales, Strategic Planning, Financial Analysis, Training, Refinance, FHA, Finance, B2B, Commercial Card sales, Accounts Payable..., Cash Management, Executive Management, Financial Services, Credit Cards, Competitive Analysis, Sales Operations, Team Building, Commercial Lending, Portfolio Management, Loss Mitigation, Underwriting, Cross Selling, Consumer Lending, Relationship Management, Commercial Banking, Treasury Management, Retail Banking, Payments, Small Business Lending, Investments, Capital Markets
Education
Duke University 1988 — 1989
Certified Cash Manager (CCM), Graduate Banking Courses
Western Carolina University 1980 — 1984
BSBA, Management/Finance, 3.5 GPA
JPMorgan Chase & Co. October 2010 - Present
JPMorgan Chase & Co. 1993 - Present
JPMorgan Chase & Co. February 2009 - September 2010
Chase Home Lending June 2008 - January 2009
JPMorgan Chase & Co. June 1996 - May 2008
Chase Manhattan Bank 1996 - 2008
Bank of America 1991 - 1993
Security Pacific Bank/Bank of America 1991 - 1993
Skills
Credit, Mortgage, Mortgage Lending, Sales Management, Retail, Corporate Card Programs, Global Commercial Card, Certified Cash Manager, Selling, Loans, Risk Management, Mortgage Banking, Loan Origination, Process Improvement, Leadership, Residential Mortgages, Credit Risk, Credit Analysis, Banking, Sales, Strategic Planning, Financial Analysis, Training, Refinance, FHA, Finance, B2B, Commercial Card sales, Accounts Payable..., Cash Management, Executive Management, Financial Services, Credit Cards, Competitive Analysis, Sales Operations, Team Building, Commercial Lending, Portfolio Management, Loss Mitigation, Underwriting, Cross Selling, Consumer Lending, Relationship Management, Commercial Banking, Treasury Management, Retail Banking, Payments, Small Business Lending, Investments, Capital Markets
Education
Duke University 1988 — 1989
Certified Cash Manager (CCM), Graduate Banking Courses
Western Carolina University 1980 — 1984
BSBA, Management/Finance, 3.5 GPA
Reuel Stanley Reuel Stanley's Chase Manhattan Bank Experience 1979 - 1984
Job
Industry Financial Services
Experience
Fidelity Investments 1985 - 2007
Chase Manhattan Bank 1979 - 1984
IBM 1963 - 1978
Skills
Mutual Funds, Relationship Management, Marketing, Investments, Series 7, Series 63, Asset Allocation, Fixed Income, Wealth Management, Alternative Investments, Securities, Management, Equities, Strategic Planning, Financial Services
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1960 — 1961
Master of Business Administration (MBA), Marketing/Marketing Management, General
Dartmouth College 1956 — 1960
Bachelor's degree, Economics
Fidelity Investments 1985 - 2007
Chase Manhattan Bank 1979 - 1984
IBM 1963 - 1978
Skills
Mutual Funds, Relationship Management, Marketing, Investments, Series 7, Series 63, Asset Allocation, Fixed Income, Wealth Management, Alternative Investments, Securities, Management, Equities, Strategic Planning, Financial Services
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1960 — 1961
Master of Business Administration (MBA), Marketing/Marketing Management, General
Dartmouth College 1956 — 1960
Bachelor's degree, Economics
Bill Kurtz's Chase Manhattan Bank Experience August 1991 - January 1995
Job CEO at DSST Public Schools
Industry Education Management
Experience
DSST Public Schools July 2009 - Present
Denver School of Science and Technology July 2004 - July 2009
Link Commmunity School July 1998 - June 2004
Holy Cross School January 1995 - June 1998
Chase Manhattan Bank August 1991 - January 1995
Skills
Educational Leadership, Program Development, Public Speaking, Strategic Planning, Fundraising, Nonprofits, Leadership Development, Community Outreach, Leadership, Organizational..., Program Management, Grant Writing, Teaching
Education
Columbia University in the City of New York 1996 — 1998
Master's degree, Educational Leadership and Administration, General
Princeton University 1988 — 1991
Bachelor of Arts (B.A.), Politics
Phillips Exeter Academy 1984 — 1987
DSST Public Schools July 2009 - Present
Denver School of Science and Technology July 2004 - July 2009
Link Commmunity School July 1998 - June 2004
Holy Cross School January 1995 - June 1998
Chase Manhattan Bank August 1991 - January 1995
Skills
Educational Leadership, Program Development, Public Speaking, Strategic Planning, Fundraising, Nonprofits, Leadership Development, Community Outreach, Leadership, Organizational..., Program Management, Grant Writing, Teaching
Education
Columbia University in the City of New York 1996 — 1998
Master's degree, Educational Leadership and Administration, General
Princeton University 1988 — 1991
Bachelor of Arts (B.A.), Politics
Phillips Exeter Academy 1984 — 1987
Andrew Gitlin Andrew Gitlin's Chase Manhattan Bank Experience 1986 - 1991
Job Global Business Development /Investor Relations Exec; AIG CEOAIGIAM div; Prod. Dev; Solid Sales & Mktg Communicator.
Industry Executive Office
Experience
Prime Allocation Group, LLC January 2015 - Present
Merit Partners A.G. March 2010 - Present
Thrivehelps October 2014 - Present
GCF - DIFC Ltd May 2006 - April 2010
G2 Investment Partners September 2005 - October 2006
Framework Investment Group March 2000 - September 2005
AIG International Asset Mgmt January 1991 - March 2000
DKR Capital January 1991 - March 2000
Chase Manhattan Bank 1986 - 1991
Skills
Board Relations, Corporate Advisory, Financial Discipline, International Sales, Strategic Planning, C-Level Sales, International Relations, Corporate and..., Start-ups, Strategic Leadership, Strategic Vision, Investment Management, Strategy, Innovation, Entrepreneurship, Business Strategy, Intrapreneurship, Asset Management, C-level Leadership, Trading, Investments, Strong Experienced..., Early Trend Spotting, Management, Marketing Strategy, Hedge Funds, Equities, Portfolio Management, Commodity, Finance
Education
Cornell University ILR School
Bachelor of Science (BS), Labor and Industrial Relations
Cornell University ILR School
Bachelor of Science (BS)
Prime Allocation Group, LLC January 2015 - Present
Merit Partners A.G. March 2010 - Present
Thrivehelps October 2014 - Present
GCF - DIFC Ltd May 2006 - April 2010
G2 Investment Partners September 2005 - October 2006
Framework Investment Group March 2000 - September 2005
AIG International Asset Mgmt January 1991 - March 2000
DKR Capital January 1991 - March 2000
Chase Manhattan Bank 1986 - 1991
Skills
Board Relations, Corporate Advisory, Financial Discipline, International Sales, Strategic Planning, C-Level Sales, International Relations, Corporate and..., Start-ups, Strategic Leadership, Strategic Vision, Investment Management, Strategy, Innovation, Entrepreneurship, Business Strategy, Intrapreneurship, Asset Management, C-level Leadership, Trading, Investments, Strong Experienced..., Early Trend Spotting, Management, Marketing Strategy, Hedge Funds, Equities, Portfolio Management, Commodity, Finance
Education
Cornell University ILR School
Bachelor of Science (BS), Labor and Industrial Relations
Cornell University ILR School
Bachelor of Science (BS)
Matthew Ramos, MBA, CFP®'s Chase Manhattan Bank Experience June 1994 - August 1994
Job Senior Portfolio Manager at Sullivan, Bruyette, Speros & Blaney
Industry Investment Management
Experience
Sullivan, Bruyette, Speros & Blaney January 2014 - Present
Capital Fiduciary Advisors October 2012 - December 2013
MTX Wealth Management February 2007 - October 2012
SFX Sports/Financial Advisory Management Enterprises January 2004 - February 2007
A.G. Edwards November 2001 - January 2004
Bank of America August 1995 - February 2001
Chase Manhattan Bank June 1994 - August 1994
Vanguard June 1990 - July 1993
Skills
Due Diligence, Investment Management, Wealth Management, Asset Allocation, Investments, Alternative Investments, Portfolio Management, Financial Analysis, Finance, Executive Management, Business Development, Strategic Partnerships, Financial Modeling, Strategic Planning, Microsoft Excel, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA, Finance
Drexel University - LeBow College of Business 1985 — 1990
BS, Finance
Sullivan, Bruyette, Speros & Blaney January 2014 - Present
Capital Fiduciary Advisors October 2012 - December 2013
MTX Wealth Management February 2007 - October 2012
SFX Sports/Financial Advisory Management Enterprises January 2004 - February 2007
A.G. Edwards November 2001 - January 2004
Bank of America August 1995 - February 2001
Chase Manhattan Bank June 1994 - August 1994
Vanguard June 1990 - July 1993
Skills
Due Diligence, Investment Management, Wealth Management, Asset Allocation, Investments, Alternative Investments, Portfolio Management, Financial Analysis, Finance, Executive Management, Business Development, Strategic Partnerships, Financial Modeling, Strategic Planning, Microsoft Excel, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA, Finance
Drexel University - LeBow College of Business 1985 — 1990
BS, Finance
Jim Lloyd, CFA Jim Lloyd, CFA's Chase Manhattan Bank Experience January 1977 - January 1981
Job Partner at Lloyd & MacLaughlin
Industry Financial Services
Experience
Lloyd & MacLaughlin July 2011 - Present
Greystone Graphics, Inc January 2000 - July 2011
Lloyd & MacLaughlin January 1987 - January 2000
Banque Indosuez January 1981 - January 1987
Chase Manhattan Bank January 1977 - January 1981
Skills
Valuation, Structured Finance, Start-ups, Finance, Equities, Budgets, Commercial Banking, Negotiation, Business Valuation, Commercial Lending, Private Equity, Turn Around Management, Strategic Planning
Education
CFA Institute 1990 — 1992
CFA
New York University 1980 — 1983
MBA, Accounting
Dartmouth College 1973 — 1977
AB, Economics
Lloyd & MacLaughlin July 2011 - Present
Greystone Graphics, Inc January 2000 - July 2011
Lloyd & MacLaughlin January 1987 - January 2000
Banque Indosuez January 1981 - January 1987
Chase Manhattan Bank January 1977 - January 1981
Skills
Valuation, Structured Finance, Start-ups, Finance, Equities, Budgets, Commercial Banking, Negotiation, Business Valuation, Commercial Lending, Private Equity, Turn Around Management, Strategic Planning
Education
CFA Institute 1990 — 1992
CFA
New York University 1980 — 1983
MBA, Accounting
Dartmouth College 1973 — 1977
AB, Economics
Gary Albelli Gary Albelli's Chase Manhattan Bank Experience October 1998 - June 2000
Job Director of Business Application Services at Apollo Global Management
Industry Financial Services
Experience
Apollo Global Management LLC June 2008 - Present
Goldman Sachs August 2004 - May 2008
BMW of North America October 2001 - August 2004
Intuitive Products July 2000 - October 2001
Chase Manhattan Bank October 1998 - June 2000
Unilever November 1993 - October 1998
KPMG Peat Marwick September 1986 - May 1993
Skills
Trading Systems, Business Intelligence, SDLC, Enterprise Architecture, Business Analysis, Hedge Funds, Data Warehousing, Object Oriented Design, Databases, Service Orientation, Integration, Java Enterprise Edition, Financial Services, Change Management, Alternative Investments, Grid Computing, Release Management, IT Strategy, SOX Compliancy, Fixed Income, Java, Private Equity, Sarbanes-Oxley Act, Enterprise Software, Software Development
Education
Fairleigh Dickinson University
Bachelor's degree, Computer Science
Apollo Global Management LLC June 2008 - Present
Goldman Sachs August 2004 - May 2008
BMW of North America October 2001 - August 2004
Intuitive Products July 2000 - October 2001
Chase Manhattan Bank October 1998 - June 2000
Unilever November 1993 - October 1998
KPMG Peat Marwick September 1986 - May 1993
Skills
Trading Systems, Business Intelligence, SDLC, Enterprise Architecture, Business Analysis, Hedge Funds, Data Warehousing, Object Oriented Design, Databases, Service Orientation, Integration, Java Enterprise Edition, Financial Services, Change Management, Alternative Investments, Grid Computing, Release Management, IT Strategy, SOX Compliancy, Fixed Income, Java, Private Equity, Sarbanes-Oxley Act, Enterprise Software, Software Development
Education
Fairleigh Dickinson University
Bachelor's degree, Computer Science
Linda Marshall Linda Marshall's Chase Manhattan Bank Experience 1990 - 1992
Job Partner, MissionBridge Philanthropy LLC
Industry Philanthropy
Experience
MissionBridge Philanthropy LLC June 2014 - Present
New Canaan Country School 2000 - 2012
Stepping Stones Museum for Children 1998 - 2006
Peddie School 1993 - 2005
Bankers Trust Company 1992 - 1996
Chase Manhattan Bank 1990 - 1992
First Boston Corporation 1985 - 1990
Education
Dartmouth College 1981 — 1985
Bachelor of Arts (BA), Economics and Government
MissionBridge Philanthropy LLC June 2014 - Present
New Canaan Country School 2000 - 2012
Stepping Stones Museum for Children 1998 - 2006
Peddie School 1993 - 2005
Bankers Trust Company 1992 - 1996
Chase Manhattan Bank 1990 - 1992
First Boston Corporation 1985 - 1990
Education
Dartmouth College 1981 — 1985
Bachelor of Arts (BA), Economics and Government
Luke Yang Luke Yang's Chase Manhattan Bank Experience 1982 - 1986
Job International CEO I Consultant I Board Advisor
Industry Executive Office
Experience
K.T. Wong Foundation January 2012 - August 2013
GE Capital - GE Money France DOM January 2008 - October 2011
GE MONEY Belgium October 2005 - December 2007
AT Kearney 1992 - September 2005
McKinsey 1988 - 1992
Chase Manhattan Bank 1982 - 1986
Skills
Acquisition Integration, Organizational Design, Restructuring, Operational Excellence, Management Consulting, Strategy, Financial Services, Due Diligence, Growth Strategies, Business Strategy, Executive Management, Arts Administration, Non-profit Leadership, Consulting, Strategic Consulting, Management, Business Development, Mergers & Acquisitions, Change Management, Leadership
Education
Harvard Business School 1986 — 1988
MBA
Columbia University in the City of New York
B.A., Economics, Music History
K.T. Wong Foundation January 2012 - August 2013
GE Capital - GE Money France DOM January 2008 - October 2011
GE MONEY Belgium October 2005 - December 2007
AT Kearney 1992 - September 2005
McKinsey 1988 - 1992
Chase Manhattan Bank 1982 - 1986
Skills
Acquisition Integration, Organizational Design, Restructuring, Operational Excellence, Management Consulting, Strategy, Financial Services, Due Diligence, Growth Strategies, Business Strategy, Executive Management, Arts Administration, Non-profit Leadership, Consulting, Strategic Consulting, Management, Business Development, Mergers & Acquisitions, Change Management, Leadership
Education
Harvard Business School 1986 — 1988
MBA
Columbia University in the City of New York
B.A., Economics, Music History
Michael Pensari, CFA Michael Pensari, CFA's Chase Manhattan Bank Experience 1997 - 1999
Job Managing Director at BNY Mellon
Industry Banking
Experience
BNY Mellon November 2004 - Present
DTCC 2003 - 2004
American International Group 1999 - 2003
Chase Manhattan Bank 1997 - 1999
Skills
Credit Analysis, Loans, Credit, Credit Review, Underwriting
Education
Fairleigh Dickinson University 1998 — 2000
MBA, Finance
Seton Hall University 1992 — 1996
BS, Business Management
BNY Mellon November 2004 - Present
DTCC 2003 - 2004
American International Group 1999 - 2003
Chase Manhattan Bank 1997 - 1999
Skills
Credit Analysis, Loans, Credit, Credit Review, Underwriting
Education
Fairleigh Dickinson University 1998 — 2000
MBA, Finance
Seton Hall University 1992 — 1996
BS, Business Management
Bettina Hoar, BSc (Hons), MBA, CSBA's Chase Manhattan Bank Experience June 1999 - August 2001
Job Sustainable Renovation Coach & Certified Sustainable Building Advisor
Industry Consumer Services
Experience
Sage Living Toronto April 2014 - Present
Sage Idea Studio November 2011 - June 2014
IBO November 2009 - May 2013
The York School September 2010 - July 2011
The Linden School September 2010 - July 2011
St Brendan's School March 2007 - December 2009
Lyford Cay international School September 2001 - December 2005
Chase Manhattan Bank June 1999 - August 2001
Credit Suisse March 1995 - June 1999
Various February 1991 - December 1994
Skills
Green Building, IDPs, Renovation, Sustainability, Indoor Environmental..., Indoor Air Quality, Customer Service, Project Management, Coaching, Research, Analysis, Teaching, Strategic Planning, Team Building, Fundraising
Education
CaGBC (Canada Green Building Council) 2012 — 2012
Certified Sustainable Building Advisor (CSBA), Sustainable Building
Universidad Internacional Menéndez Pelayo 2004 — 2005
ELE, Experto Enseñanza Lenguas Extranjeras
Teachers College of Columbia University 2001 — 2001
Certificate, Teaching Foreign Langauges to Young Students
ESADE 1992 — 1994
MBA, International Management
Indiana University - Kelley School of Business 1983 — 1986
BS with distinction, Marketing; Marketing and Advertising
Bloomington High School South 1979 — 1983
Diploma
Elm Heights Elementary
Sage Living Toronto April 2014 - Present
Sage Idea Studio November 2011 - June 2014
IBO November 2009 - May 2013
The York School September 2010 - July 2011
The Linden School September 2010 - July 2011
St Brendan's School March 2007 - December 2009
Lyford Cay international School September 2001 - December 2005
Chase Manhattan Bank June 1999 - August 2001
Credit Suisse March 1995 - June 1999
Various February 1991 - December 1994
Skills
Green Building, IDPs, Renovation, Sustainability, Indoor Environmental..., Indoor Air Quality, Customer Service, Project Management, Coaching, Research, Analysis, Teaching, Strategic Planning, Team Building, Fundraising
Education
CaGBC (Canada Green Building Council) 2012 — 2012
Certified Sustainable Building Advisor (CSBA), Sustainable Building
Universidad Internacional Menéndez Pelayo 2004 — 2005
ELE, Experto Enseñanza Lenguas Extranjeras
Teachers College of Columbia University 2001 — 2001
Certificate, Teaching Foreign Langauges to Young Students
ESADE 1992 — 1994
MBA, International Management
Indiana University - Kelley School of Business 1983 — 1986
BS with distinction, Marketing; Marketing and Advertising
Bloomington High School South 1979 — 1983
Diploma
Elm Heights Elementary
R. Barry Spaulding R. Barry Spaulding's Chase Manhattan Bank Experience 1983 - 1987
Job Independent Management Consulting Professional
Industry Management Consulting
Experience
Global Strategies 1995 - Present
New York State Department of Economic Development 1988 - 1995
Chase Manhattan Bank 1983 - 1987
First National Bank of Chicago, Beijing Rep. Office 1981 - 1983
First National Bank of Chicago China Group, Hong Kong 1980 - 1981
Irving Trust, New York 1976 - 1980
Education
Columbia University - School of International and Public Affairs 1974 — 1976
MIA, International Finance/Economic Development
University of California, Santa Barbara 1970 — 1974
BA, Asian Studies
The Chinese University of Hong Kong 1972 — 1973
Chinese
Global Strategies 1995 - Present
New York State Department of Economic Development 1988 - 1995
Chase Manhattan Bank 1983 - 1987
First National Bank of Chicago, Beijing Rep. Office 1981 - 1983
First National Bank of Chicago China Group, Hong Kong 1980 - 1981
Irving Trust, New York 1976 - 1980
Education
Columbia University - School of International and Public Affairs 1974 — 1976
MIA, International Finance/Economic Development
University of California, Santa Barbara 1970 — 1974
BA, Asian Studies
The Chinese University of Hong Kong 1972 — 1973
Chinese
John Luisi John Luisi's Chase Manhattan Bank Experience 1998 - 1999
Job Head Trader
Industry Capital Markets
Experience
Wells Fargo Advisors April 2015 - Present
The GL Group January 2012 - December 2014
330 Capital Mgmt/Agile Trading 2010 - 2012
Merc Partners LLC 2009 - 2010
First New York Securities LLC 2008 - 2009
Natixis Bleichroeder Inc. 2000 - 2008
Chase Manhattan Bank 1998 - 1999
Skills
Equity Trading, Equities, Trading, Fixed Income, Portfolio Management, Emerging Markets, Capital Markets, Investments, Hedge Funds, Bloomberg, Valuation, Securities, Alternative Investments, Options, Electronic Trading, Financial Markets, Asset Management, Derivatives, Trading Systems
Education
Dartmouth College 1994 — 1998
Bachelor of Arts (B.A.)
Wells Fargo Advisors April 2015 - Present
The GL Group January 2012 - December 2014
330 Capital Mgmt/Agile Trading 2010 - 2012
Merc Partners LLC 2009 - 2010
First New York Securities LLC 2008 - 2009
Natixis Bleichroeder Inc. 2000 - 2008
Chase Manhattan Bank 1998 - 1999
Skills
Equity Trading, Equities, Trading, Fixed Income, Portfolio Management, Emerging Markets, Capital Markets, Investments, Hedge Funds, Bloomberg, Valuation, Securities, Alternative Investments, Options, Electronic Trading, Financial Markets, Asset Management, Derivatives, Trading Systems
Education
Dartmouth College 1994 — 1998
Bachelor of Arts (B.A.)
merli baroudi merli baroudi's Chase Manhattan Bank Experience 1981 - 1991
Job CHIEF CREDIT OFFICER AND DIRECTOR at The World Bank
Industry International Trade and Development
Experience
The World Bank October 2003 - Present
The Economist Group, Economist Intelligence Unit 2000 - 2003
The Economist Group, Economist Intelligence Unit 1997 - 2003
The Economist Group, Economist Intelligence Unit 1997 - 1999
The Economist Group, Economist Intelligence Unit 1996 - 1997
The Economist Group, Economist Intelligence Unit 1992 - 1995
Chase Manhattan Bank 1981 - 1991
Skills
Sovereign Credit Risk, Global Macroeconomic..., Strategic Planning, Multibillion-Dollar..., International Financial..., Pre-crisis Management, Financial Planning &..., Credit Analysis Model..., Client Relationship..., Developing Country..., International Team..., C-Level Executive &..., Country Risk Analysis, Finance, Development Economics, Credit Risk, Credit Analysis, Leadership, Risk Management, Strategy, Economics, Analysis, Emerging Markets, Financial Markets, Policy Analysis, Financial Risk, Forecasting, International Finance, CRM
Education
School of Oriental and African Studies, U. of London 1991 — 1992
Masters, Economics
Columbia University in the City of New York 1979 — 1981
Masters, School of International Affairs, Economic Development
SMITH COLLEGE, Northampton, Mass. 1974 — 1978
Bachelor of Arts, History
The World Bank October 2003 - Present
The Economist Group, Economist Intelligence Unit 2000 - 2003
The Economist Group, Economist Intelligence Unit 1997 - 2003
The Economist Group, Economist Intelligence Unit 1997 - 1999
The Economist Group, Economist Intelligence Unit 1996 - 1997
The Economist Group, Economist Intelligence Unit 1992 - 1995
Chase Manhattan Bank 1981 - 1991
Skills
Sovereign Credit Risk, Global Macroeconomic..., Strategic Planning, Multibillion-Dollar..., International Financial..., Pre-crisis Management, Financial Planning &..., Credit Analysis Model..., Client Relationship..., Developing Country..., International Team..., C-Level Executive &..., Country Risk Analysis, Finance, Development Economics, Credit Risk, Credit Analysis, Leadership, Risk Management, Strategy, Economics, Analysis, Emerging Markets, Financial Markets, Policy Analysis, Financial Risk, Forecasting, International Finance, CRM
Education
School of Oriental and African Studies, U. of London 1991 — 1992
Masters, Economics
Columbia University in the City of New York 1979 — 1981
Masters, School of International Affairs, Economic Development
SMITH COLLEGE, Northampton, Mass. 1974 — 1978
Bachelor of Arts, History
Laura Bissell Laura Bissell's Chase Manhattan Bank Experience September 1989 - September 1990
Job Independent Publishing Professional
Industry Publishing
Experience
SmarterMedium, LLC May 2013 - Present
Brown Publishing Network October 2000 - February 2004
Elm Street Publications November 2001 - January 2004
Cambridge Translation Resources July 1997 - April 2000
HQ Business Centers May 1996 - July 1997
EF Education July 1993 - April 1995
Chase BankCard Services September 1990 - October 1991
Chase Manhattan Bank September 1989 - September 1990
Skills
Proofreading, Publishing, Spanish, Academic Publishing, Copywriting, Time Management, Training, Copy Editing, Management, Translation, Books, Content Management, Public Speaking, Adobe Creative Suite, Creative Writing, E-Learning, Publications
Education
Middlebury College 1992 — 1993
M.A., Spanish
Fairfield University 1985 — 1989
B.A., Modern Languages
SmarterMedium, LLC May 2013 - Present
Brown Publishing Network October 2000 - February 2004
Elm Street Publications November 2001 - January 2004
Cambridge Translation Resources July 1997 - April 2000
HQ Business Centers May 1996 - July 1997
EF Education July 1993 - April 1995
Chase BankCard Services September 1990 - October 1991
Chase Manhattan Bank September 1989 - September 1990
Skills
Proofreading, Publishing, Spanish, Academic Publishing, Copywriting, Time Management, Training, Copy Editing, Management, Translation, Books, Content Management, Public Speaking, Adobe Creative Suite, Creative Writing, E-Learning, Publications
Education
Middlebury College 1992 — 1993
M.A., Spanish
Fairfield University 1985 — 1989
B.A., Modern Languages
Bruce Feist Bruce Feist's Chase Manhattan Bank Experience January 1978 - January 1980
Job Teacher at Loudoun County Public Schools
Industry Education Management
Experience
Loudoun County Public Schools January 2011 - Present
Fairfax County Public Schools August 2004 - June 2010
Ace Photo2003-2004 January 2003 - August 2004
Computer Associates (CA) 1987 - 1999
Associated Dry Goods January 1984 - January 1986
National Council on Compensation Insurance January 1980 - January 1984
Chase Manhattan Bank January 1978 - January 1980
Education
Shenandoah University 2002 — 2004
n/a, Education (Career Switcher Program)
George Mason University 1991 — 1994
MS, Computer Science
Cornell University
Bachelor of Arts, Physics and Mathematics (double major)
Loudoun County Public Schools January 2011 - Present
Fairfax County Public Schools August 2004 - June 2010
Ace Photo2003-2004 January 2003 - August 2004
Computer Associates (CA) 1987 - 1999
Associated Dry Goods January 1984 - January 1986
National Council on Compensation Insurance January 1980 - January 1984
Chase Manhattan Bank January 1978 - January 1980
Education
Shenandoah University 2002 — 2004
n/a, Education (Career Switcher Program)
George Mason University 1991 — 1994
MS, Computer Science
Cornell University
Bachelor of Arts, Physics and Mathematics (double major)
Carolyn Saacke's Chase Manhattan Bank Experience 1990 - 1993
Job Managing Director,Capital Markets NYSE
Industry Financial Services
Experience
NYSE 2006 - Present
Deloitte & Touche Corporate Finance LLC 2003 - 2006
Q Partners, LLC 2001 - 2003
Bear, Stearns & Co. Inc. 1996 - 2001
Citigroup Global Markets Inc. 1994 - 1996
Chase Manhattan Bank 1990 - 1993
Skills
Mergers & Acquisitions, Private Equity, Capital Markets, Valuation, Strategy, Start-ups, IPO, Financial Analysis, Business Development, Leveraged Finance, Management, Joint Ventures, Acquisition Integration, Divestitures, Credit, Project Management, Structured Products, High Yield, Financial Advisory, Equities
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Cornell University 1986 — 1990
BA, Economics
NYSE 2006 - Present
Deloitte & Touche Corporate Finance LLC 2003 - 2006
Q Partners, LLC 2001 - 2003
Bear, Stearns & Co. Inc. 1996 - 2001
Citigroup Global Markets Inc. 1994 - 1996
Chase Manhattan Bank 1990 - 1993
Skills
Mergers & Acquisitions, Private Equity, Capital Markets, Valuation, Strategy, Start-ups, IPO, Financial Analysis, Business Development, Leveraged Finance, Management, Joint Ventures, Acquisition Integration, Divestitures, Credit, Project Management, Structured Products, High Yield, Financial Advisory, Equities
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Cornell University 1986 — 1990
BA, Economics
Caren Villarreal's Chase Manhattan Bank Experience 1997 - 2000
Job Freelance Communications Consultant at Papa Jerry Enterprises, LLC
Industry Public Relations and Communications
Experience
Duane Reade Holdings, Inc. January 2010 - November 2010
FD September 2006 - December 2009
Burson-Marsteller 2002 - 2005
Commerzbank 2000 - 2001
Chase Manhattan Bank 1997 - 2000
Skills
Investor Relations, Corporate Communications, Strategic Communications, Crisis Communications, IPO, Banking, Management, Internal Communications, Financial Communications, Communications Planning, Mergers & Acquisitions, Strategy, Reputation Management, Leadership, Public Relations
Education
New York University - Leonard N. Stern School of Business 2000 — 2004
MBA
Cornell University 1993 — 1997
Bachelor's Degree, Public Policy Analysis
Duane Reade Holdings, Inc. January 2010 - November 2010
FD September 2006 - December 2009
Burson-Marsteller 2002 - 2005
Commerzbank 2000 - 2001
Chase Manhattan Bank 1997 - 2000
Skills
Investor Relations, Corporate Communications, Strategic Communications, Crisis Communications, IPO, Banking, Management, Internal Communications, Financial Communications, Communications Planning, Mergers & Acquisitions, Strategy, Reputation Management, Leadership, Public Relations
Education
New York University - Leonard N. Stern School of Business 2000 — 2004
MBA
Cornell University 1993 — 1997
Bachelor's Degree, Public Policy Analysis
Hugues de La Rochefoucauld's Chase Manhattan Bank Experience July 1997 - January 1999
Job Partner at Bridge Partners, LLC
Industry Financial Services
Experience
Bridge Partners, LLC June 2009 - Present
ReflexGroup November 2002 - Present
AIA Capital Markets, LLC January 2008 - June 2009
Merrill Lynch September 1999 - October 2002
Chase Manhattan Bank July 1997 - January 1999
Skills
Hedge Funds, Trading, Derivatives, Private Equity, Alternative Investments, Investments, Venture Capital, Asset Managment, Corporate Finance, Equities, Due Diligence, Wealth Management, Emerging Markets, Investor Relations, Asset Management, Finance, Investment Banking, Capital Markets, Credit
Education
Columbia University in the City of New York 2005 — 2006
MA, Applied Mathematics - Mathematics of Finance
New York University - Stern School of Business 2003 — 2005
MBA, Finance
EBS - European Business School Paris 1992 — 1997
Bachelor of Arts (B.A.), Finance
Bridge Partners, LLC June 2009 - Present
ReflexGroup November 2002 - Present
AIA Capital Markets, LLC January 2008 - June 2009
Merrill Lynch September 1999 - October 2002
Chase Manhattan Bank July 1997 - January 1999
Skills
Hedge Funds, Trading, Derivatives, Private Equity, Alternative Investments, Investments, Venture Capital, Asset Managment, Corporate Finance, Equities, Due Diligence, Wealth Management, Emerging Markets, Investor Relations, Asset Management, Finance, Investment Banking, Capital Markets, Credit
Education
Columbia University in the City of New York 2005 — 2006
MA, Applied Mathematics - Mathematics of Finance
New York University - Stern School of Business 2003 — 2005
MBA, Finance
EBS - European Business School Paris 1992 — 1997
Bachelor of Arts (B.A.), Finance
Harminder Singh's Chase Manhattan Bank Experience August 1998 - March 1999
Job Manager, Quality Assurance at Millennium Partners
Industry Computer Software
Experience
Instinet 2000 - 2004
Reuters September 1999 - February 2000
IBM March 1999 - September 1999
Chase Manhattan Bank August 1998 - March 1999
Reuters November 1997 - March 1998
Electronic Data System March 1997 - October 1997
Skills
Equities, Electronic Trading, Trading Systems, Unix, SDLC, Testing, Trading, Options, Derivatives, Market Data, FX, Java, Linux, Quality Assurance, Windows, Software Quality..., Exchange Connectivity
Education
Delhi University 1977 — 1980
Bachelor of Commerce, Business and Commerce
Instinet 2000 - 2004
Reuters September 1999 - February 2000
IBM March 1999 - September 1999
Chase Manhattan Bank August 1998 - March 1999
Reuters November 1997 - March 1998
Electronic Data System March 1997 - October 1997
Skills
Equities, Electronic Trading, Trading Systems, Unix, SDLC, Testing, Trading, Options, Derivatives, Market Data, FX, Java, Linux, Quality Assurance, Windows, Software Quality..., Exchange Connectivity
Education
Delhi University 1977 — 1980
Bachelor of Commerce, Business and Commerce
Nicolle Haneman Keally's Chase Manhattan Bank Experience 1998 - July 1999
Job
Industry Biotechnology
Experience
Vertex Pharmaceuticals July 2013 - Present
Vertex Pharmaceuticals March 2011 - July 2013
Vertex Pharmaceuticals July 2007 - March 2011
Procter & Gamble 2006 - July 2007
Procter & Gamble (formerly The Gillette Company) September 2004 - 2006
Citigroup Global Markets Inc. June 2003 - August 2003
The Warnaco Group 2002 - 2002
Credit Suisse First Boston (formerly Donaldson, Lufkin & Jenrette) November 2000 - 2001
Credit Suisse First Boston (formerly Donaldson, Lufkin & Jenrette) September 1999 - November 2000
Chase Manhattan Bank 1998 - July 1999
Skills
Cross-functional Team..., Financial Modeling, Valuation, Strategy, Corporate FP&A, Biotechnology Industry, Long Range Planning, Portfolio Assessment, Market Research, Mergers & Acquisitions, Management Consulting, Lifesciences, Analytics, Business Development, Forecasting, Pharmaceutical Industry, Corporate Development, Due Diligence, Acquisition Integration, Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2002 — 2004
MBA
Dartmouth College 1994 — 1998
A.B.
Rye High School 1990 — 1994
High School
Vertex Pharmaceuticals July 2013 - Present
Vertex Pharmaceuticals March 2011 - July 2013
Vertex Pharmaceuticals July 2007 - March 2011
Procter & Gamble 2006 - July 2007
Procter & Gamble (formerly The Gillette Company) September 2004 - 2006
Citigroup Global Markets Inc. June 2003 - August 2003
The Warnaco Group 2002 - 2002
Credit Suisse First Boston (formerly Donaldson, Lufkin & Jenrette) November 2000 - 2001
Credit Suisse First Boston (formerly Donaldson, Lufkin & Jenrette) September 1999 - November 2000
Chase Manhattan Bank 1998 - July 1999
Skills
Cross-functional Team..., Financial Modeling, Valuation, Strategy, Corporate FP&A, Biotechnology Industry, Long Range Planning, Portfolio Assessment, Market Research, Mergers & Acquisitions, Management Consulting, Lifesciences, Analytics, Business Development, Forecasting, Pharmaceutical Industry, Corporate Development, Due Diligence, Acquisition Integration, Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2002 — 2004
MBA
Dartmouth College 1994 — 1998
A.B.
Rye High School 1990 — 1994
High School
Joseph C Lau's Chase Manhattan Bank Experience 1980 - 1985
Job
Industry Financial Services
Experience
Global Bank 2011 - Present
ABN AMRO / RBS 1999 - 2009
Salomon Brothers 1985 - 1998
Chase Manhattan Bank 1980 - 1985
Education
Columbia University in the City of New York
BS, Electrical Engineering
University of Pennsylvania
MSE, Systems Engineering
University of Pennsylvania - The Wharton School
MBA, Finance
Global Bank 2011 - Present
ABN AMRO / RBS 1999 - 2009
Salomon Brothers 1985 - 1998
Chase Manhattan Bank 1980 - 1985
Education
Columbia University in the City of New York
BS, Electrical Engineering
University of Pennsylvania
MSE, Systems Engineering
University of Pennsylvania - The Wharton School
MBA, Finance
Monica Cantor's Chase Manhattan Bank Experience 1997 - 2000
Job Volunteer
Industry Veterinary
Experience
NYC Economic Development Corporation 2004 - 2007
NYC Office of Management and Budget November 2002 - August 2004
Chase Manhattan Bank 1997 - 2000
Education
Columbia University - School of International and Public Affairs 2000 — 2002
University of Connecticut 1990 — 1995
MA, BA, Economics
NYC Economic Development Corporation 2004 - 2007
NYC Office of Management and Budget November 2002 - August 2004
Chase Manhattan Bank 1997 - 2000
Education
Columbia University - School of International and Public Affairs 2000 — 2002
University of Connecticut 1990 — 1995
MA, BA, Economics
Kara Eisenberg's Chase Manhattan Bank Experience 1998 - 1999
Job U.S. Human Resource Business Partner
Industry Human Resources
Experience
Avast Software March 2015 - Present
XPO Logistics, Inc. August 2012 - March 2015
AboveNet, Inc July 2006 - July 2012
AboveNet, Inc January 2005 - July 2006
Con Edison 2002 - 2005
Morgan Stanley 2000 - 2002
Merrill Lynch 1999 - 2000
Chase Manhattan Bank 1998 - 1999
Skills
Employee Relations, Recruiting, Human Resources, Performance Management, Sourcing, Organizational..., Team Building, Strategic Planning, HRIS, Interviews, New Hire Orientations, Personnel Management, Onboarding, Logistics, Vendor Management, 3PL, Technical Recruiting, Management Consulting, Freight Forwarding, Talent Acquisition, Management, Networking
Education
New York University 1997 — 1999
Masters, Counseling in Colleges and Agencies
Emory University 1993 — 1997
Bachelor's degree, Psychology
Jericho High School
Jericho High School
Jericho High School
Avast Software March 2015 - Present
XPO Logistics, Inc. August 2012 - March 2015
AboveNet, Inc July 2006 - July 2012
AboveNet, Inc January 2005 - July 2006
Con Edison 2002 - 2005
Morgan Stanley 2000 - 2002
Merrill Lynch 1999 - 2000
Chase Manhattan Bank 1998 - 1999
Skills
Employee Relations, Recruiting, Human Resources, Performance Management, Sourcing, Organizational..., Team Building, Strategic Planning, HRIS, Interviews, New Hire Orientations, Personnel Management, Onboarding, Logistics, Vendor Management, 3PL, Technical Recruiting, Management Consulting, Freight Forwarding, Talent Acquisition, Management, Networking
Education
New York University 1997 — 1999
Masters, Counseling in Colleges and Agencies
Emory University 1993 — 1997
Bachelor's degree, Psychology
Jericho High School
Jericho High School
Jericho High School
Haider Zaidi's Chase Manhattan Bank Experience November 1998 - April 2000
Job Managing Director at Citigroup
Industry Banking
Experience
Citigroup March 2012 - Present
Citigroup December 2006 - February 2012
Citigroup February 2006 - December 2006
JPMorganChase December 2004 - February 2006
JPMorganChase April 2000 - December 2004
Chase Manhattan Bank November 1998 - April 2000
Chase Manhattan Bank January 1997 - November 1998
First USA Bank April 1995 - December 1996
Skills
Analytics, Banking, Financial Risk, Loans, Management, Portfolio Management, Predictive Analytics, Risk Management, SDLC, Segmentation, Strategy, Leadership, Team Management, Credit
Education
Cornell University 1994 — 1995
MEng, Electrical Engineering
Cornell University 1989 — 1993
BS, Electrical Engineering
Aitchison College 1978 — 1989
St.Mary's Academy 1984 — 1988
Citigroup March 2012 - Present
Citigroup December 2006 - February 2012
Citigroup February 2006 - December 2006
JPMorganChase December 2004 - February 2006
JPMorganChase April 2000 - December 2004
Chase Manhattan Bank November 1998 - April 2000
Chase Manhattan Bank January 1997 - November 1998
First USA Bank April 1995 - December 1996
Skills
Analytics, Banking, Financial Risk, Loans, Management, Portfolio Management, Predictive Analytics, Risk Management, SDLC, Segmentation, Strategy, Leadership, Team Management, Credit
Education
Cornell University 1994 — 1995
MEng, Electrical Engineering
Cornell University 1989 — 1993
BS, Electrical Engineering
Aitchison College 1978 — 1989
St.Mary's Academy 1984 — 1988
Bruce Toran's Chase Manhattan Bank Experience 1985 - 1996
Job Vice President at Credit Suisse
Industry Banking
Experience
Credit Suisse 2007 - Present
Citigroup NY 1996 - 2007
Chase Manhattan Bank 1985 - 1996
Skills
Banking, Information Technnology, IT Service Management, Business Analysis, Financial Services, Portfolio Management, PMO, Governance, Vendor Management, Project Management, SDLC, Risk Management, IT Strategy, Information Technology, Test Management, Project Portfolio..., User Acceptance Testing, Program Management, Change Management, Team Building
Education
Dickinson College 1981 — 1985
Bachelor of Arts (BA), Economics and Psychology
Credit Suisse 2007 - Present
Citigroup NY 1996 - 2007
Chase Manhattan Bank 1985 - 1996
Skills
Banking, Information Technnology, IT Service Management, Business Analysis, Financial Services, Portfolio Management, PMO, Governance, Vendor Management, Project Management, SDLC, Risk Management, IT Strategy, Information Technology, Test Management, Project Portfolio..., User Acceptance Testing, Program Management, Change Management, Team Building
Education
Dickinson College 1981 — 1985
Bachelor of Arts (BA), Economics and Psychology
Christine Villas-Boas's Chase Manhattan Bank Experience 1974 - 1984
Job Independent Financial Services Professional
Industry Financial Services
Experience
Chase Manhattan Bank 1974 - 1984
Skills
Wealth Management
Education
Connecticut College 1969 — 1973
Chase Manhattan Bank 1974 - 1984
Skills
Wealth Management
Education
Connecticut College 1969 — 1973
Jeffrey Rohr's Chase Manhattan Bank Experience July 1989 - September 1991
Job Director, Cloud ITIL at SumTotal Systems
Industry Information Technology and Services
Experience
SumTotal Systems June 2014 - Present
UBS September 1998 - May 2014
Instinet Corporation August 1991 - September 1998
Chase Manhattan Bank July 1989 - September 1991
Skills
ITIL, Process Improvement, Strategy Development, Application Development, IT Operations, Applications Support, Engineering Management, Project Delivery, Strategy, Software Development, Change Management, Infrastructure, SDLC, Technical Support, Databases, Management, IT Management, Incident Management, Enterprise Architecture, Vendor Management, Business Process, Leadership, IT Service Management, Disaster Recovery, Program Management, Integration, Storage, Service Delivery, Data Center, PMO, Outsourcing, Project Portfolio..., Governance, Business Continuity
Education
Columbia University in the City of New York 1983 — 1987
BA, Computer Science
University of Connecticut 1999 — 2004
MBA, MIS & Finance
SumTotal Systems June 2014 - Present
UBS September 1998 - May 2014
Instinet Corporation August 1991 - September 1998
Chase Manhattan Bank July 1989 - September 1991
Skills
ITIL, Process Improvement, Strategy Development, Application Development, IT Operations, Applications Support, Engineering Management, Project Delivery, Strategy, Software Development, Change Management, Infrastructure, SDLC, Technical Support, Databases, Management, IT Management, Incident Management, Enterprise Architecture, Vendor Management, Business Process, Leadership, IT Service Management, Disaster Recovery, Program Management, Integration, Storage, Service Delivery, Data Center, PMO, Outsourcing, Project Portfolio..., Governance, Business Continuity
Education
Columbia University in the City of New York 1983 — 1987
BA, Computer Science
University of Connecticut 1999 — 2004
MBA, MIS & Finance
Richard Cortright's Chase Manhattan Bank Experience February 1988 - October 1994
Job Managing Director at Standard & Poor's
Industry Capital Markets
Experience
Standard & Poor's October 1994 - Present
Chase Manhattan Bank February 1988 - October 1994
Irving Trust Company July 1986 - February 1988
Education
Columbia University - School of International and Public Affairs 1980 — 1982
MA, International Affairs
Swarthmore College 1974 — 1978
BA, History
Standard & Poor's October 1994 - Present
Chase Manhattan Bank February 1988 - October 1994
Irving Trust Company July 1986 - February 1988
Education
Columbia University - School of International and Public Affairs 1980 — 1982
MA, International Affairs
Swarthmore College 1974 — 1978
BA, History
Matt Porio's Chase Manhattan Bank Experience 1989 - 1996
Job Managing Partner, Lucas and Associates
Industry Financial Services
Experience
Lucas and Associates June 2007 - Present
Bank of Ireland August 2005 - April 2007
American Express Bank 1996 - 2005
Chase Manhattan Bank 1989 - 1996
Skills
Derivatives, Capital Markets, FX Options, Portfolio Management, Trading, Financial Markets, Investment Banking, Fixed Income, Banking, Options, Hedge Funds, Risk Management, Structured Products, Asset Managment, Equities, Alternative Investments, Financial Risk, Credit Risk, Financial Structuring, Wealth Management, Investments, Financial Analysis, Private Equity
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA, Finance and Financial Management Services
Duke University 1983 — 1986
BA, Economics/History
St. Johns University 2009 — 2011
MLIS, Competitive Intelligence
Lucas and Associates June 2007 - Present
Bank of Ireland August 2005 - April 2007
American Express Bank 1996 - 2005
Chase Manhattan Bank 1989 - 1996
Skills
Derivatives, Capital Markets, FX Options, Portfolio Management, Trading, Financial Markets, Investment Banking, Fixed Income, Banking, Options, Hedge Funds, Risk Management, Structured Products, Asset Managment, Equities, Alternative Investments, Financial Risk, Credit Risk, Financial Structuring, Wealth Management, Investments, Financial Analysis, Private Equity
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA, Finance and Financial Management Services
Duke University 1983 — 1986
BA, Economics/History
St. Johns University 2009 — 2011
MLIS, Competitive Intelligence
Michael Piscitelli's Chase Manhattan Bank Experience 1975 - 1978
Job Consultant at F.Logic Inc.
Industry Computer Software
Experience
MJP.Consulting.400 2012 - Present
F.Logic Inc. 2012 - Present
F.Logic Inc. 1986 - 2012
Ex-Lax Pharmaceuticals 1984 - 1986
The Nestle Company 1981 - 1984
Dobbs-Life Savers 1978 - 1981
Irving Trust Company 1978 - 1978
Chase Manhattan Bank 1975 - 1978
Skills
DB2, Business Development, SQL, Software Development, XML, IBM AS/400, Business Strategy, Business Analysis, Requirements Analysis, E-commerce, Vendor Management, ERP, Database Design, Program Management, Process Improvement, Account Management, Project Management, Integration
Education
New York University - Leonard N. Stern School of Business 1976 — 1981
MBA, Finance
Cornell University 1971 — 1975
Bachelor of Science (B.S.), Operations Research/Industrial Engineering
MJP.Consulting.400 2012 - Present
F.Logic Inc. 2012 - Present
F.Logic Inc. 1986 - 2012
Ex-Lax Pharmaceuticals 1984 - 1986
The Nestle Company 1981 - 1984
Dobbs-Life Savers 1978 - 1981
Irving Trust Company 1978 - 1978
Chase Manhattan Bank 1975 - 1978
Skills
DB2, Business Development, SQL, Software Development, XML, IBM AS/400, Business Strategy, Business Analysis, Requirements Analysis, E-commerce, Vendor Management, ERP, Database Design, Program Management, Process Improvement, Account Management, Project Management, Integration
Education
New York University - Leonard N. Stern School of Business 1976 — 1981
MBA, Finance
Cornell University 1971 — 1975
Bachelor of Science (B.S.), Operations Research/Industrial Engineering
Andrew Anselmo's Chase Manhattan Bank Experience September 1996 - May 1998
Job Mechanical Engineer Controls and Systems
Industry Renewables & Environment
Experience
BrightSpot Automation, LLC March 2014 - Present
Clipboard Engineering January 2010 - Present
Evergreen Solar January 2006 - February 2009
Evergreen Solar January 1999 - December 2005
Chase Manhattan Bank September 1996 - May 1998
Rome Laboratory September 1994 - September 1996
Grumman Aerospace Corporation 1983 - 1988
Skills
Data Acquisition, HCI, Troubleshooting, Renewable Energy, R&D, Engineering, Robotics, Manufacturing, Photovoltaics, Energy, Automation, Human Machine Interface, CNC operation, Programming, PLC Ladder Logic, Control Systems Design, Perl, Matlab, Mathematica, Visual Studio, Solidworks, VB.NET, Electronics, Wikis, PIDs, Labview, NI LabVIEW, Semiconductor Industry, Python, HSMWorks, Simulations, Mechanical Engineering, Solar Energy, Semiconductors, Sensors, SolidWorks, Electrical Controls...
Education
Columbia University in the City of New York 1989 — 1994
Ph.D., Mechanical Engineering
Columbia University in the City of New York 1987 — 1989
M.S., Mechanical Engineering
The Cooper Union for the Advancement of Science and Art 1983 — 1987
B.S., Mechanical Engineering
Various Training
BrightSpot Automation, LLC March 2014 - Present
Clipboard Engineering January 2010 - Present
Evergreen Solar January 2006 - February 2009
Evergreen Solar January 1999 - December 2005
Chase Manhattan Bank September 1996 - May 1998
Rome Laboratory September 1994 - September 1996
Grumman Aerospace Corporation 1983 - 1988
Skills
Data Acquisition, HCI, Troubleshooting, Renewable Energy, R&D, Engineering, Robotics, Manufacturing, Photovoltaics, Energy, Automation, Human Machine Interface, CNC operation, Programming, PLC Ladder Logic, Control Systems Design, Perl, Matlab, Mathematica, Visual Studio, Solidworks, VB.NET, Electronics, Wikis, PIDs, Labview, NI LabVIEW, Semiconductor Industry, Python, HSMWorks, Simulations, Mechanical Engineering, Solar Energy, Semiconductors, Sensors, SolidWorks, Electrical Controls...
Education
Columbia University in the City of New York 1989 — 1994
Ph.D., Mechanical Engineering
Columbia University in the City of New York 1987 — 1989
M.S., Mechanical Engineering
The Cooper Union for the Advancement of Science and Art 1983 — 1987
B.S., Mechanical Engineering
Various Training
Natalie Jadot's Chase Manhattan Bank Experience 1988 - 1996
Job Independent Contractor CIB Ethics & Compliance at BNP Paribas
Industry Banking
Experience
BNP Paribas August 2007 - Present
MTV Networks – Viacom 1996 - 2001
Chase Manhattan Bank 1988 - 1996
Education
Embry-Riddle Aeronautical University 1983 — 1987
BSc, Computer Science
BNP Paribas August 2007 - Present
MTV Networks – Viacom 1996 - 2001
Chase Manhattan Bank 1988 - 1996
Education
Embry-Riddle Aeronautical University 1983 — 1987
BSc, Computer Science
Alex Malinovskis's Chase Manhattan Bank Experience 1990 - 1993
Job Managing Director at Hill Bridge Capital, LLC
Industry Financial Services
Experience
Hill Bridge Advisors, LLC February 2015 - Present
Hill Bridge Capital, LLC 2013 - Present
PHH Corporation 2010 - 2013
Hill Bridge Capital, LLC 2008 - 2010
JPMorgan Chase 1997 - 2007
The Chase Manhattan Bank 1993 - 1997
Chase Manhattan Bank 1990 - 1993
Skills
Mergers, Financial Modeling, Valuation, Strategic Planning, Finance, Portfolio Management, Financial Services, Due Diligence, Corporate Finance, Analysis, Mergers & Acquisitions, Financial Analysis, Risk Management, Management, Access
Education
Columbia University in the City of New York
BS, Mechanical Engineering
Rensselaer Polytechnic Institute
MS, Mechanical Engineering
New York University - Leonard N. Stern School of Business
MBA, Finance/International Business
Hill Bridge Advisors, LLC February 2015 - Present
Hill Bridge Capital, LLC 2013 - Present
PHH Corporation 2010 - 2013
Hill Bridge Capital, LLC 2008 - 2010
JPMorgan Chase 1997 - 2007
The Chase Manhattan Bank 1993 - 1997
Chase Manhattan Bank 1990 - 1993
Skills
Mergers, Financial Modeling, Valuation, Strategic Planning, Finance, Portfolio Management, Financial Services, Due Diligence, Corporate Finance, Analysis, Mergers & Acquisitions, Financial Analysis, Risk Management, Management, Access
Education
Columbia University in the City of New York
BS, Mechanical Engineering
Rensselaer Polytechnic Institute
MS, Mechanical Engineering
New York University - Leonard N. Stern School of Business
MBA, Finance/International Business
Stacy Turnof's Chase Manhattan Bank Experience January 1995 - January 1997
Job Vice President at BlackRock
Industry Investment Management
Experience
BlackRock 2007 - Present
Merrill Lynch November 1998 - September 2007
Citi July 1998 - November 1998
Merrill Lynch October 1997 - April 1998
Chase Manhattan Bank January 1995 - January 1997
Kidder Peabody July 1994 - December 1994
Bankers Trust June 1993 - August 1993
Skills
Equities, Equity Research, Hedge Funds, Valuation, Investment Banking, Alternative Investments, Private Equity, Bloomberg, Equity Valuation, Fixed Income, Series 7, Capital Markets, Asset Management, Securities, Series 63
Education
Columbia Business School 1997 — 1998
MBA, Finance
Columbia University in the City of New York 1990 — 1994
BA, Economics
BlackRock 2007 - Present
Merrill Lynch November 1998 - September 2007
Citi July 1998 - November 1998
Merrill Lynch October 1997 - April 1998
Chase Manhattan Bank January 1995 - January 1997
Kidder Peabody July 1994 - December 1994
Bankers Trust June 1993 - August 1993
Skills
Equities, Equity Research, Hedge Funds, Valuation, Investment Banking, Alternative Investments, Private Equity, Bloomberg, Equity Valuation, Fixed Income, Series 7, Capital Markets, Asset Management, Securities, Series 63
Education
Columbia Business School 1997 — 1998
MBA, Finance
Columbia University in the City of New York 1990 — 1994
BA, Economics
Stephanie Milbauer Soukup's Chase Manhattan Bank Experience 1989 - 1992
Job Managing Director/Business Development for Financial Services at PwC
Industry Financial Services
Experience
PricewaterhouseCoopers LLP July 2006 - Present
PricewaterhouseCoopers LLP 1998 - 2006
DuCharme, McMillen & Associates March 1992 - March 1998
Chase Manhattan Bank 1989 - 1992
Xerox 1980 - 1989
Skills
SPIN Sales Training, Executive Coaching, Sales Management..., Sales and Busines..., Pursuit Coaching, Coaching, Due Diligence, Management Consulting, Mergers & Acquisitions, Business Development, Sales, Management, Relationship Developer, Strategy, Leadership, Strategic Planning, Sales Growth, Accounting, Sales Process, Business Strategy, Financial Analysis, Business Process..., CRM
Education
Columbia University in the City of New York 2012 — 2013
Coaching Certification
City University of New York-Queens College 1976 — 1980
Bachelor of Arts (B.A.), Communications Arts and Sciences
PricewaterhouseCoopers LLP July 2006 - Present
PricewaterhouseCoopers LLP 1998 - 2006
DuCharme, McMillen & Associates March 1992 - March 1998
Chase Manhattan Bank 1989 - 1992
Xerox 1980 - 1989
Skills
SPIN Sales Training, Executive Coaching, Sales Management..., Sales and Busines..., Pursuit Coaching, Coaching, Due Diligence, Management Consulting, Mergers & Acquisitions, Business Development, Sales, Management, Relationship Developer, Strategy, Leadership, Strategic Planning, Sales Growth, Accounting, Sales Process, Business Strategy, Financial Analysis, Business Process..., CRM
Education
Columbia University in the City of New York 2012 — 2013
Coaching Certification
City University of New York-Queens College 1976 — 1980
Bachelor of Arts (B.A.), Communications Arts and Sciences
Evan Morgan's Chase Manhattan Bank Experience 1985 - 1988
Job Head of Sales at Rosenblatt Securities
Industry Capital Markets
Experience
Rosenblatt Securities June 2015 - Present
Zelman & Associates January 2013 - April 2015
Wedge Partners August 2007 - January 2013
FTN Equity Capital Markets 2001 - 2007
FTN Midwest Research 2000 - 2007
FTN Midwest Securities 2000 - 2007
Midwest Research February 1996 - December 2000
Roulston Research 1994 - 1996
Apple Computer, Inc. 1988 - 1993
Chase Manhattan Bank 1985 - 1988
Skills
Series 7, Equities, Securities, Investment Banking, Series 63, Investments, Equity Research, Valuation, Asset Managment, Private Equity, Financial Modeling, Financial Analysis, Mergers, Portfolio Management, Due Diligence, Capital Markets, Hedge Funds, Business Strategy, Bloomberg, Research, Management, Business Development, Sales, Strategy, Start-ups, Venture Capital, Trading, Asset Management, Mergers & Acquisitions, Derivatives, Alternative Investments, Options, ETFs, Strategic Financial..., Equity Trading, Financial Markets
Education
Weatherhead School of Management at Case Western Reserve University 1993 — 1994
MBA, Finance/Marketing
Columbia University in the City of New York 1981 — 1985
Bachelor of Arts (B.A.), Economics and History - Double Concentration
Corpus Christi
Corpus Christi School
Rosenblatt Securities June 2015 - Present
Zelman & Associates January 2013 - April 2015
Wedge Partners August 2007 - January 2013
FTN Equity Capital Markets 2001 - 2007
FTN Midwest Research 2000 - 2007
FTN Midwest Securities 2000 - 2007
Midwest Research February 1996 - December 2000
Roulston Research 1994 - 1996
Apple Computer, Inc. 1988 - 1993
Chase Manhattan Bank 1985 - 1988
Skills
Series 7, Equities, Securities, Investment Banking, Series 63, Investments, Equity Research, Valuation, Asset Managment, Private Equity, Financial Modeling, Financial Analysis, Mergers, Portfolio Management, Due Diligence, Capital Markets, Hedge Funds, Business Strategy, Bloomberg, Research, Management, Business Development, Sales, Strategy, Start-ups, Venture Capital, Trading, Asset Management, Mergers & Acquisitions, Derivatives, Alternative Investments, Options, ETFs, Strategic Financial..., Equity Trading, Financial Markets
Education
Weatherhead School of Management at Case Western Reserve University 1993 — 1994
MBA, Finance/Marketing
Columbia University in the City of New York 1981 — 1985
Bachelor of Arts (B.A.), Economics and History - Double Concentration
Corpus Christi
Corpus Christi School
James Pacetti's Chase Manhattan Bank Experience 1993 - 1994
Job Managing Director of Business Development at MarketGrader Capital, LLC
Industry Financial Services
Experience
MarketGrader Capital, LLC November 2014 - Present
A Leg To Stand On 2011 - Present
S-Network Global Indexes March 2006 - October 2014
ETF International 1998 - 2009
ACN 2005 - 2007
American Stock Exchange 1998 - 2006
Dow Jones Indexes 1998 - 2002
Wit Capital 1997 - 1998
Deutsche Bank 1994 - 1997
Chase Manhattan Bank 1993 - 1994
Skills
ETFs, Equities, Venture Capital, Finance, Investments, Financial Markets, Asset Management, Hedge Funds, Closed-end Funds, Investment Management, Asset Allocation, Asset Managment, Portfolio Management, Alternative Investments, Securities, Options, Mutual Funds, Trading, Series 63, Equity Research, Equity Derivatives, Bonds, Capital Markets, Structured Products, Hold Series 7 and 66...
Education
Columbia University - Columbia Business School 1991 — 1993
MBA Finance
Syracuse University - Maxwell School 1983 — 1985
MA, International Relations
Syracuse University 1978 — 1983
BA, Political Science
Central Catholic HS
MarketGrader Capital, LLC November 2014 - Present
A Leg To Stand On 2011 - Present
S-Network Global Indexes March 2006 - October 2014
ETF International 1998 - 2009
ACN 2005 - 2007
American Stock Exchange 1998 - 2006
Dow Jones Indexes 1998 - 2002
Wit Capital 1997 - 1998
Deutsche Bank 1994 - 1997
Chase Manhattan Bank 1993 - 1994
Skills
ETFs, Equities, Venture Capital, Finance, Investments, Financial Markets, Asset Management, Hedge Funds, Closed-end Funds, Investment Management, Asset Allocation, Asset Managment, Portfolio Management, Alternative Investments, Securities, Options, Mutual Funds, Trading, Series 63, Equity Research, Equity Derivatives, Bonds, Capital Markets, Structured Products, Hold Series 7 and 66...
Education
Columbia University - Columbia Business School 1991 — 1993
MBA Finance
Syracuse University - Maxwell School 1983 — 1985
MA, International Relations
Syracuse University 1978 — 1983
BA, Political Science
Central Catholic HS
Carolyn Gan's Chase Manhattan Bank Experience 1985 - 1988
Job Senior Supervisor at Chubb Insurance
Industry Insurance
Experience
Chubb Insurance 2008 - Present
Chubb Insurance 2007 - 2008
Chubb Insurance 2005 - 2007
Chubb Insurance 1998 - 2004
Huls America 1988 - 1997
Chase Manhattan Bank 1985 - 1988
Skills
Legal Liability, Commercial Lines, Casualty, Liability, Claim Investigation, Property & Casualty..., Claim, Claims Management, Professional Liability, Reinsurance, Business Interruption, Umbrella Insurance, Subrogation, Property Damage, Litigation Management, Underwriting, Commercial Insurance, General Insurance, D&O, Workers Compensation, Health Insurance, Employee Training, Coaching, Management, Organization Skills
Education
Fairleigh Dickinson University 1985 — 1990
Master of Business Administration (MBA), Finance, 3.3
Drew University 1979 — 1982
Bachelor of Arts (B.A.), Economics/Spanish, 3.3
Chubb Insurance 2008 - Present
Chubb Insurance 2007 - 2008
Chubb Insurance 2005 - 2007
Chubb Insurance 1998 - 2004
Huls America 1988 - 1997
Chase Manhattan Bank 1985 - 1988
Skills
Legal Liability, Commercial Lines, Casualty, Liability, Claim Investigation, Property & Casualty..., Claim, Claims Management, Professional Liability, Reinsurance, Business Interruption, Umbrella Insurance, Subrogation, Property Damage, Litigation Management, Underwriting, Commercial Insurance, General Insurance, D&O, Workers Compensation, Health Insurance, Employee Training, Coaching, Management, Organization Skills
Education
Fairleigh Dickinson University 1985 — 1990
Master of Business Administration (MBA), Finance, 3.3
Drew University 1979 — 1982
Bachelor of Arts (B.A.), Economics/Spanish, 3.3
Carol Pizzingrillo's Chase Manhattan Bank Experience 1995 - 1998
Job Senior Administrative Assistant to the Director of Relationship Management at Astoria Bank
Industry Banking
Experience
Astoria Bank August 2014 - Present
JPMorgan April 2007 - July 2014
JPMorgan Chase June 1998 - April 2007
Chase Manhattan Bank 1995 - 1998
Chase Manhattan Bank 1989 - 1995
Vicorp 1989 - 1989
Covidea 1985 - 1989
Covidea 1985 - 1989
Chemical Bank 1983 - 1985
Skills
Credit, Asset Managment, Risk Management, Asset Management, Portfolio Management, Financial Services, Equities, Loans, Human Resources, Financial Analysis, Commercial Lending, Employee Benefits, Process Improvement
Education
Farmingdale State College 1981 — 1983
A.A.S., Secretarial Science
Farmingdale State College 1981 — 1983
AAS in Secretarial Science, Office Management and Supervision
Astoria Bank August 2014 - Present
JPMorgan April 2007 - July 2014
JPMorgan Chase June 1998 - April 2007
Chase Manhattan Bank 1995 - 1998
Chase Manhattan Bank 1989 - 1995
Vicorp 1989 - 1989
Covidea 1985 - 1989
Covidea 1985 - 1989
Chemical Bank 1983 - 1985
Skills
Credit, Asset Managment, Risk Management, Asset Management, Portfolio Management, Financial Services, Equities, Loans, Human Resources, Financial Analysis, Commercial Lending, Employee Benefits, Process Improvement
Education
Farmingdale State College 1981 — 1983
A.A.S., Secretarial Science
Farmingdale State College 1981 — 1983
AAS in Secretarial Science, Office Management and Supervision
David Heiles's Chase Manhattan Bank Experience 1995 - 1996
Job Financial Consultant
Industry Financial Services
Experience
Self Employed May 2014 - Present
PNC Equipment Finance, LLC May 2006 - May 2014
PNC Equipment Finance, LLC 2001 - 2006
PNC Leasing Corp 1999 - 2001
PNC Bank NA 1996 - 1999
Chase Manhattan Bank 1995 - 1996
PNC Financial Corp 1989 - 1995
KPMG 1987 - 1989
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Finance, Risk Management, Banking, Credit, Financial Risk, Portfolio Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2001
MBA
Duquesne University 1983 — 1986
BSBA
Self Employed May 2014 - Present
PNC Equipment Finance, LLC May 2006 - May 2014
PNC Equipment Finance, LLC 2001 - 2006
PNC Leasing Corp 1999 - 2001
PNC Bank NA 1996 - 1999
Chase Manhattan Bank 1995 - 1996
PNC Financial Corp 1989 - 1995
KPMG 1987 - 1989
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Finance, Risk Management, Banking, Credit, Financial Risk, Portfolio Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2001
MBA
Duquesne University 1983 — 1986
BSBA
Kathie Daley's Chase Manhattan Bank Experience 1966 - 2000
Job Independent NonProfit Organization Management Professional
Industry Nonprofit Organization Management
Experience
SAGE Eldercare, Inc 2000 - 2010
chase manhattan bank 1966 - 2000
JPMorgan Chase 1966 - 2000
Chase Manhattan Bank 1966 - 2000
Education
Duke University 1962 — 1966
BA, English
Duke University 1962 — 1966
BA, English
SAGE Eldercare, Inc 2000 - 2010
chase manhattan bank 1966 - 2000
JPMorgan Chase 1966 - 2000
Chase Manhattan Bank 1966 - 2000
Education
Duke University 1962 — 1966
BA, English
Duke University 1962 — 1966
BA, English
John R. McDonald Jr.'s Chase Manhattan Bank Experience July 1982 - May 1983
Job Founder/CEO UrbanRedux LLC
Industry Real Estate
Experience
UrbanRedux LLC November 2014 - Present
SourcedCapital September 2013 - November 2014
Hunthill Capital LLC February 2012 - August 2013
Hunthill/Lily Pond Capital Management September 2009 - January 2012
Hunthill/LyonRoss Capital Management February 2007 - August 2009
Hunthill Capital LLC May 2004 - January 2007
Metacapital Management January 2001 - April 2004
Lehman Brothers Europe November 1993 - May 2000
Lehman Brothers June 1983 - October 1993
Chase Manhattan Bank July 1982 - May 1983
Skills
Investments, Asset Management, Portfolio Management, Risk Management, Wealth Management, Capital Markets, Financial Analysis, Retirement Planning, Equities, Financial Services, Strategic Planning, Management Consulting, Fixed Income, Commercial Real Estate, Real Estate Development, Friendly Personality, Hedge Funds, Real Estate Economics
Education
Massachusetts Institute of Technology 2012 — 2013
Master of Science (M.S.), Real Estate Development
Fairfield University 1978 — 1982
Bachelor of Arts (B.A.), Double Major: Economics and American Studies, Minor: Accounting
UrbanRedux LLC November 2014 - Present
SourcedCapital September 2013 - November 2014
Hunthill Capital LLC February 2012 - August 2013
Hunthill/Lily Pond Capital Management September 2009 - January 2012
Hunthill/LyonRoss Capital Management February 2007 - August 2009
Hunthill Capital LLC May 2004 - January 2007
Metacapital Management January 2001 - April 2004
Lehman Brothers Europe November 1993 - May 2000
Lehman Brothers June 1983 - October 1993
Chase Manhattan Bank July 1982 - May 1983
Skills
Investments, Asset Management, Portfolio Management, Risk Management, Wealth Management, Capital Markets, Financial Analysis, Retirement Planning, Equities, Financial Services, Strategic Planning, Management Consulting, Fixed Income, Commercial Real Estate, Real Estate Development, Friendly Personality, Hedge Funds, Real Estate Economics
Education
Massachusetts Institute of Technology 2012 — 2013
Master of Science (M.S.), Real Estate Development
Fairfield University 1978 — 1982
Bachelor of Arts (B.A.), Double Major: Economics and American Studies, Minor: Accounting
Russell B. Pleasants's Chase Manhattan Bank Experience 1981 - 1984
Job Mortgage Default Servicing Independent Consultant
Industry Financial Services
Experience
RBP Consulting May 2006 - Present
Universal Savings Bank January 2004 - June 2006
Providian Financial July 2002 - December 2003
First Union Bank - HomEq Servicing 1998 - 2002
Wells Fargo Bank 1986 - 1998
Bank of America 1984 - 1986
Chase Manhattan Bank 1981 - 1984
Skills
Vendor Management, Project Management, Re-engineering, Managerial Finance, Process Simulation, Software Development, Credit, Risk Management, Loans, Banking, Mortgage Lending, Credit Risk, Executive Management, Portfolio Management, Financial Risk, Credit Cards, Start-ups, Strategic Planning, Process Improvement, Due Diligence
Education
University of Rochester 1979 — 1981
MBA, Finance and Marketing
Dickinson College 1975 — 1979
Bachelor of Arts (BA), Economics and Political Science
RBP Consulting May 2006 - Present
Universal Savings Bank January 2004 - June 2006
Providian Financial July 2002 - December 2003
First Union Bank - HomEq Servicing 1998 - 2002
Wells Fargo Bank 1986 - 1998
Bank of America 1984 - 1986
Chase Manhattan Bank 1981 - 1984
Skills
Vendor Management, Project Management, Re-engineering, Managerial Finance, Process Simulation, Software Development, Credit, Risk Management, Loans, Banking, Mortgage Lending, Credit Risk, Executive Management, Portfolio Management, Financial Risk, Credit Cards, Start-ups, Strategic Planning, Process Improvement, Due Diligence
Education
University of Rochester 1979 — 1981
MBA, Finance and Marketing
Dickinson College 1975 — 1979
Bachelor of Arts (BA), Economics and Political Science
Nora Coolahan's Chase Manhattan Bank Experience 1980 - 1985
Job Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities, LLC January 2009 - June 2009
Smith Barney January 2005 - August 2008
Smith Barney 1999 - 2008
Smith Barney 1999 - 2008
Smith Barney November 1999 - December 2004
Prudential Securities August 1997 - November 1999
Prudential Securities November 1996 - August 1997
Chase Manhattan Bank 1980 - 1985
Education
Pace University - Lubin School of Business 1981 — 1985
MBA, Finance
Fairfield University 1976 — 1980
BS, Accounting
Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities, LLC January 2009 - June 2009
Smith Barney January 2005 - August 2008
Smith Barney 1999 - 2008
Smith Barney 1999 - 2008
Smith Barney November 1999 - December 2004
Prudential Securities August 1997 - November 1999
Prudential Securities November 1996 - August 1997
Chase Manhattan Bank 1980 - 1985
Education
Pace University - Lubin School of Business 1981 — 1985
MBA, Finance
Fairfield University 1976 — 1980
BS, Accounting
Donald Duquette's Chase Manhattan Bank Experience May 2000 - November 2000
Job Experienced Project Manager, Database Developer, Data Analyst, Web Developer, Business Analyst, Client/Server Designer
Industry Information Technology and Services
Experience
Office Depot September 2008 - April 2010
Complete Claim Solutions April 2007 - September 2008
Sennett Security Products, Inc. May 2003 - April 2007
PCA & Associates November 2001 - May 2003
Stainsafe February 2001 - October 2001
Chase Manhattan Bank May 2000 - November 2000
U.S. Navy February 2000 - May 2000
National Aeronautics and Space Administration September 1999 - January 2000
Bank of America April 1999 - September 1999
Transamerica September 1998 - March 1999
Skills
Microsoft SQL Server, Project Management, Integration, Oracle, Programming, Databases, Web Development, Performance Tuning, PL/SQL, Crystal Reports, Sybase, MS Project, DB2, Program Management, Requirements Analysis, Data Analysis, JavaScript, HTML, T-SQL, Data Modeling
Education
Fairleigh Dickinson University 1987 — 1992
MBA, Information Systems
University at Albany, SUNY 1971 — 1973
B.S., Business
Northeast Clinton Central
Office Depot September 2008 - April 2010
Complete Claim Solutions April 2007 - September 2008
Sennett Security Products, Inc. May 2003 - April 2007
PCA & Associates November 2001 - May 2003
Stainsafe February 2001 - October 2001
Chase Manhattan Bank May 2000 - November 2000
U.S. Navy February 2000 - May 2000
National Aeronautics and Space Administration September 1999 - January 2000
Bank of America April 1999 - September 1999
Transamerica September 1998 - March 1999
Skills
Microsoft SQL Server, Project Management, Integration, Oracle, Programming, Databases, Web Development, Performance Tuning, PL/SQL, Crystal Reports, Sybase, MS Project, DB2, Program Management, Requirements Analysis, Data Analysis, JavaScript, HTML, T-SQL, Data Modeling
Education
Fairleigh Dickinson University 1987 — 1992
MBA, Information Systems
University at Albany, SUNY 1971 — 1973
B.S., Business
Northeast Clinton Central
Rachel Benevento's Chase Manhattan Bank Experience October 1993 - April 1995
Job Program Director at Princeton AlumniCorps
Industry Writing and Editing
Experience
Freelance Writer November 2007 - Present
VolunteerConnect July 2010 - July 2014
Princeton AlumniCorps October 2011 - March 2014
VolunteerConnect July 2011 - October 2011
Community Impact June 2001 - April 2010
American Cancer Society April 2001 - October 2002
Columbia University November 1996 - August 2000
Chase Manhattan Bank October 1993 - April 1995
Skills
Nonprofits, Program Development, Volunteer Management, Program Management, Report Writing, Writing, Text Editing, Communication, Community Outreach, Fundraising, Marketing Communications, Strategic Communications
Education
Columbia University in the City of New York
B.A., History
Northwestern University
MS, Journalism
Freelance Writer November 2007 - Present
VolunteerConnect July 2010 - July 2014
Princeton AlumniCorps October 2011 - March 2014
VolunteerConnect July 2011 - October 2011
Community Impact June 2001 - April 2010
American Cancer Society April 2001 - October 2002
Columbia University November 1996 - August 2000
Chase Manhattan Bank October 1993 - April 1995
Skills
Nonprofits, Program Development, Volunteer Management, Program Management, Report Writing, Writing, Text Editing, Communication, Community Outreach, Fundraising, Marketing Communications, Strategic Communications
Education
Columbia University in the City of New York
B.A., History
Northwestern University
MS, Journalism
Dana Klein's Chase Manhattan Bank Experience May 1988 - March 1994
Job Managing Director, Leveraged Loan Capital Markets at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse March 1998 - Present
Bankers Trust Company March 1994 - March 1998
Chase Manhattan Bank May 1988 - March 1994
Education
Cornell University - Johnson Graduate School of Management
MBA, Finance
Credit Suisse March 1998 - Present
Bankers Trust Company March 1994 - March 1998
Chase Manhattan Bank May 1988 - March 1994
Education
Cornell University - Johnson Graduate School of Management
MBA, Finance
Nick Palermo's Chase Manhattan Bank Experience January 1975 - January 1989
Job COO at InDorse Technologies
Industry Computer Software
Experience
InDorse Technologies TeacherSayerville, NJ, Public SchoolsSeptember 2003 - February 2011
Great Country Bank January 1994 - January 1997
Amalgamated Bank January 1990 - January 1993
Chase Manhattan Bank January 1975 - January 1989
United States Army Reserve January 1959 - January 1979
First National City Bank January 1961 - January 1974
Education
Saint Peter's University 2004 — 2005
Teachers Certification, Education
Fairleigh Dickinson University
MBA, Business Management
Rutgers University-New Brunswick
BA, Political Science
InDorse Technologies TeacherSayerville, NJ, Public SchoolsSeptember 2003 - February 2011
Great Country Bank January 1994 - January 1997
Amalgamated Bank January 1990 - January 1993
Chase Manhattan Bank January 1975 - January 1989
United States Army Reserve January 1959 - January 1979
First National City Bank January 1961 - January 1974
Education
Saint Peter's University 2004 — 2005
Teachers Certification, Education
Fairleigh Dickinson University
MBA, Business Management
Rutgers University-New Brunswick
BA, Political Science
Christine Smith's Chase Manhattan Bank Experience June 1992 - September 1995
Job Development
Industry Nonprofit Organization Management
Experience
St. Francis High School Strategic Planning, Annual Giving Appeals, Annual Review of Donors, Annual Magazine, Capital Campaign OversightCapital Campaign DirectorSt. Francis High SchoolJune 1999 - November 2003
Flintridge Sacred Heart Acadey June 1996 - June 1999
Bank of America October 1995 - June 1996
Chase Manhattan Bank June 1992 - September 1995
Skills
Non-profits, Fundraising, Event Planning, Public Speaking, Strategic Planning
Education
Fairfield University
Bachelor of Arts (BA), Economics
Loyola Marymount University, College of Business Administration
MBA, Finance, General
St. Francis High School Strategic Planning, Annual Giving Appeals, Annual Review of Donors, Annual Magazine, Capital Campaign OversightCapital Campaign DirectorSt. Francis High SchoolJune 1999 - November 2003
Flintridge Sacred Heart Acadey June 1996 - June 1999
Bank of America October 1995 - June 1996
Chase Manhattan Bank June 1992 - September 1995
Skills
Non-profits, Fundraising, Event Planning, Public Speaking, Strategic Planning
Education
Fairfield University
Bachelor of Arts (BA), Economics
Loyola Marymount University, College of Business Administration
MBA, Finance, General
Eric Thunem's Chase Manhattan Bank Experience 1995 - 1998
Job Managing Director at Portfolio Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Portfolio Advisors, LLC September 2008 - Present
Groton Partners February 2007 - August 2008
Benedetto, Gartland & Co. February 1998 - January 2007
Chase Manhattan Bank 1995 - 1998
American Exploration Company 1989 - 1992
Parker & Parsley Petroleum 1987 - 1989
Williamson Petroleum Consultants 1981 - 1987
Skills
Investment Banking, Marketing, Alternative Investments, Investor Relations, Fundraising, Venture Capital, Management, Valuation, Investments, Funding, Private Equity, Due Diligence, Strategic Planning, Financial Analysis
Education
Columbia University - Columbia Business School 1994 — 1995
MBA, Finance
University of Connecticut 1975 — 1979
BA, Liberal Arts; Psychoology
New Canaan Gigh School
New Canaan Gigh School
Portfolio Advisors, LLC September 2008 - Present
Groton Partners February 2007 - August 2008
Benedetto, Gartland & Co. February 1998 - January 2007
Chase Manhattan Bank 1995 - 1998
American Exploration Company 1989 - 1992
Parker & Parsley Petroleum 1987 - 1989
Williamson Petroleum Consultants 1981 - 1987
Skills
Investment Banking, Marketing, Alternative Investments, Investor Relations, Fundraising, Venture Capital, Management, Valuation, Investments, Funding, Private Equity, Due Diligence, Strategic Planning, Financial Analysis
Education
Columbia University - Columbia Business School 1994 — 1995
MBA, Finance
University of Connecticut 1975 — 1979
BA, Liberal Arts; Psychoology
New Canaan Gigh School
New Canaan Gigh School
James R. Foster's Chase Manhattan Bank Experience 1971 - 1982
Job Partner at Vision2Value LLC
Industry Management Consulting
Experience
Vision2Value June 2009 - Present
BankUnited, FSB 2005 - 2009
Right Management 2004 - 2005
JM Family Enterprises 1997 - 2002
Umbro International Inc 1993 - 1997
Hay Group 1991 - 1992
Fuqua Industries Inc 1989 - 1991
Fuqua Industries Inc. 1982 - 1989
Chase Manhattan Bank 1971 - 1982
Skills
Strategic Planning, Organizational..., Change Management, Mergers, Shareholder..., Capital Raising &..., Credit Rating..., Tax Planning&Compliance, Corporate Governance
Education
University of Chicago Graduate School of Business 1967 — 1971
MBA, Finance
Cornell University 1963 — 1967
BA, Government
Vision2Value June 2009 - Present
BankUnited, FSB 2005 - 2009
Right Management 2004 - 2005
JM Family Enterprises 1997 - 2002
Umbro International Inc 1993 - 1997
Hay Group 1991 - 1992
Fuqua Industries Inc 1989 - 1991
Fuqua Industries Inc. 1982 - 1989
Chase Manhattan Bank 1971 - 1982
Skills
Strategic Planning, Organizational..., Change Management, Mergers, Shareholder..., Capital Raising &..., Credit Rating..., Tax Planning&Compliance, Corporate Governance
Education
University of Chicago Graduate School of Business 1967 — 1971
MBA, Finance
Cornell University 1963 — 1967
BA, Government
John Szot's Chase Manhattan Bank Experience 1974 - 1977
Job DirectorTax Audits at The Hertz Corp.
Industry Transportation/Trucking/Railroad
Experience
The Hertz Corporation 1984 - Present
Price Waterhouse 1977 - 1984
Chase Manhattan Bank 1974 - 1977
Education
Fairleigh Dickinson University
MBA, Taxation
Fairleigh Dickinson University
BS, Accounting
The Hertz Corporation 1984 - Present
Price Waterhouse 1977 - 1984
Chase Manhattan Bank 1974 - 1977
Education
Fairleigh Dickinson University
MBA, Taxation
Fairleigh Dickinson University
BS, Accounting
lorris mcintosh's Chase Manhattan Bank Experience 1980 - 1985
Job Computer Software Professional
Industry Computer Software
Experience
INDEPENDENT programmer analystAdministrative office of the courts2000 - 2008
Administrative office of the courts west palmn beach florida 2000 - 2008
merrill lynch 1985 - 2002
time warner 1985 - 1988
chase manhattan bank 1980 - 1985
Skills
Microsoft SQL Server, Software Development, C#, .NET, Agile Methodologies, Oracle, SQL, XML, JavaScript, MySQL, Java, Databases, SDLC, Software Project..., ASP.NET, Web Services
Education
Keller Graduate School of Management of DeVry University 2010 — 2014
Master's degree, Management Information Systems, General
DeVry University 2009 — 2010
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences and Support Services
New York University 1981 — 1984
Associate's degree, Computer Programming, Specific Applications
INDEPENDENT programmer analystAdministrative office of the courts2000 - 2008
Administrative office of the courts west palmn beach florida 2000 - 2008
merrill lynch 1985 - 2002
time warner 1985 - 1988
chase manhattan bank 1980 - 1985
Skills
Microsoft SQL Server, Software Development, C#, .NET, Agile Methodologies, Oracle, SQL, XML, JavaScript, MySQL, Java, Databases, SDLC, Software Project..., ASP.NET, Web Services
Education
Keller Graduate School of Management of DeVry University 2010 — 2014
Master's degree, Management Information Systems, General
DeVry University 2009 — 2010
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences and Support Services
New York University 1981 — 1984
Associate's degree, Computer Programming, Specific Applications
Igor Stepanoff-Dargery's Chase Manhattan Bank Experience 1989 - 1994
Job Chief Executive Officer at Norwalk Medical Group, P.C.
Industry Medical Practice
Experience
Norwalk Medical Group, P.C. Chief Financial OfficerD*O*C*S Beth Israel Hospital1999 - 2001
Halbart Express 1994 - 1999
Chase Manhattan Bank 1989 - 1994
American Express 1984 - 1989
Pan American Airways 1976 - 1984
Skills
Budgets, Leadership, Healthcare Information..., Business Planning, Project Planning, Contract Negotiation, Strategic Planning, Finance, Mergers & Acquisitions, Financial Analysis
Education
Columbia University - Columbia Business School 1974 — 1976
MBA, Finance & International Business
Franklin & Marshall College 1970 — 1973
BA, Economics & Languages
Norwalk Medical Group, P.C. Chief Financial OfficerD*O*C*S Beth Israel Hospital1999 - 2001
Halbart Express 1994 - 1999
Chase Manhattan Bank 1989 - 1994
American Express 1984 - 1989
Pan American Airways 1976 - 1984
Skills
Budgets, Leadership, Healthcare Information..., Business Planning, Project Planning, Contract Negotiation, Strategic Planning, Finance, Mergers & Acquisitions, Financial Analysis
Education
Columbia University - Columbia Business School 1974 — 1976
MBA, Finance & International Business
Franklin & Marshall College 1970 — 1973
BA, Economics & Languages
Jayashree Raju, MBA, PMP's Chase Manhattan Bank Experience 1996 - 1998
Job Senior Vice President Lazard
Industry Financial Services
Experience
Lazard 1998 - Present
Chase Manhattan Bank 1996 - 1998
Skills
Program Management, Project Management, Leadership, Team Building, Software Development, Financial Modeling, Capital Markets, Strategy, Business Strategy, Change Management, Analysis, Management, Strategic Planning, Consulting, CRM, Management Consulting, Business Analysis, Risk Management, Requirements Analysis, Cross-functional Team..., Integration, Vendor Management
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA with Distinction
University of Annamalai
B.Ed.
Nagpur University
BS
Lazard 1998 - Present
Chase Manhattan Bank 1996 - 1998
Skills
Program Management, Project Management, Leadership, Team Building, Software Development, Financial Modeling, Capital Markets, Strategy, Business Strategy, Change Management, Analysis, Management, Strategic Planning, Consulting, CRM, Management Consulting, Business Analysis, Risk Management, Requirements Analysis, Cross-functional Team..., Integration, Vendor Management
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA with Distinction
University of Annamalai
B.Ed.
Nagpur University
BS
Elizabeth Norris's Chase Manhattan Bank Experience January 1998 - January 2000
Job Senior Director, Talent Management & Acquisition at Save the Children
Industry Financial Services
Experience
Save the Children USA May 2013 - Present
Fairfield University September 2002 - Present
TIAA-CREF April 2010 - December 2012
TIAA-CREF May 2006 - April 2010
JPMorgan Chase January 2000 - April 2006
Chase Manhattan Bank January 1998 - January 2000
Army Research Institute January 1995 - January 1998
Skills
Talent Management, Succession Planning, Onboarding, Workforce Planning, Talent Acquisition, Performance Management, Coaching, Career Development, Workshop Facilitation, Organizational..., Employee Engagement, Organizational..., Leadership Development, Human Resources, Career Counseling, Executive Coaching, Project Management
Education
Academy of St Joseph
Academy of St Joseph
Academy of St Joseph
Bernard M. Baruch College, CUNY
Master of Science, Industrial and Organizational Psychology
Graduate School and University Center of the City University of New York
Master of Philosophy, Psychology
Fairfield University
Bachelor of Science, Psychology
Save the Children USA May 2013 - Present
Fairfield University September 2002 - Present
TIAA-CREF April 2010 - December 2012
TIAA-CREF May 2006 - April 2010
JPMorgan Chase January 2000 - April 2006
Chase Manhattan Bank January 1998 - January 2000
Army Research Institute January 1995 - January 1998
Skills
Talent Management, Succession Planning, Onboarding, Workforce Planning, Talent Acquisition, Performance Management, Coaching, Career Development, Workshop Facilitation, Organizational..., Employee Engagement, Organizational..., Leadership Development, Human Resources, Career Counseling, Executive Coaching, Project Management
Education
Academy of St Joseph
Academy of St Joseph
Academy of St Joseph
Bernard M. Baruch College, CUNY
Master of Science, Industrial and Organizational Psychology
Graduate School and University Center of the City University of New York
Master of Philosophy, Psychology
Fairfield University
Bachelor of Science, Psychology
Frances D'Amato's Chase Manhattan Bank Experience 1971 - 1973
Job Consultant at Tree Group Organizers
Industry Health, Wellness and Fitness
Experience
Arthritis Foundation 1995 - Present
Tree Group Organizers January 1981 - Present
CIT Financial corporation 1973 - 1979
Chase Manhattan Bank 1971 - 1973
Education
Columbia University in the City of New York 1981 — 1987
MA, Organizational Psychology
Arthritis Foundation 1995 - Present
Tree Group Organizers January 1981 - Present
CIT Financial corporation 1973 - 1979
Chase Manhattan Bank 1971 - 1973
Education
Columbia University in the City of New York 1981 — 1987
MA, Organizational Psychology
April Brinson-Carrano's Chase Manhattan Bank Experience January 1992 - May 1994
Job HR Benefits Manager/Generalist at Ferrero USA, Inc.
Industry Food Production
Experience
Ferrero USA, Inc. June 1998 - Present
EMI, Inc. /(EPIX Gevity) May 1994 - May 1998
Chase Manhattan Bank January 1992 - May 1994
Chase Manhattan Bank January 1989 - December 1991
Skills
HR Law, Employee Benefits, Employee Relations, Disability Management, Disability Law, STD, LTD, LTC, Notary Public, Retirement, Worker's Compensation, OSHA Certified, Risk/Safety Management, Workers Compensation, Onboarding, Grocery, Recruiting, Deferred Compensation, Training, Employee Training, Budgets, Performance Management, Employee Engagement, Management, Sales, Leadership
Education
Fairleigh Dickinson University
HR Management
Montclair State University
Education
Ferrero USA, Inc. June 1998 - Present
EMI, Inc. /(EPIX Gevity) May 1994 - May 1998
Chase Manhattan Bank January 1992 - May 1994
Chase Manhattan Bank January 1989 - December 1991
Skills
HR Law, Employee Benefits, Employee Relations, Disability Management, Disability Law, STD, LTD, LTC, Notary Public, Retirement, Worker's Compensation, OSHA Certified, Risk/Safety Management, Workers Compensation, Onboarding, Grocery, Recruiting, Deferred Compensation, Training, Employee Training, Budgets, Performance Management, Employee Engagement, Management, Sales, Leadership
Education
Fairleigh Dickinson University
HR Management
Montclair State University
Education
Ellen Itskovitz, CFA's Chase Manhattan Bank Experience 1991 - 1993
Job at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management 2010 - Present
Lord Abbett 1998 - 2009
ING Baring Furman Selz 1993 - 1998
Chase Manhattan Bank 1991 - 1993
Skills
Fixed Income, High Yield, Portfolio Management, Credit, Emerging Markets, Hedge Funds, Financial Structuring, Strategy, Capital Markets, Asset Management, Alternative Investments, Equities, Bloomberg, Credit Derivatives, Analysis, Investment Management, Bonds, Valuation
Education
Duke University
AB, Economics, Public Policy
The University of Chicago Booth School of Business
MBA, Specialization in Finance
UBS Global Asset Management 2010 - Present
Lord Abbett 1998 - 2009
ING Baring Furman Selz 1993 - 1998
Chase Manhattan Bank 1991 - 1993
Skills
Fixed Income, High Yield, Portfolio Management, Credit, Emerging Markets, Hedge Funds, Financial Structuring, Strategy, Capital Markets, Asset Management, Alternative Investments, Equities, Bloomberg, Credit Derivatives, Analysis, Investment Management, Bonds, Valuation
Education
Duke University
AB, Economics, Public Policy
The University of Chicago Booth School of Business
MBA, Specialization in Finance
Sachiyo Hotta's Chase Manhattan Bank Experience 1998 - 2002
Job Senior Manager, Transfer Pricing / CPA
Industry Accounting
Experience
Hotta Liesenberg Saito Co. 2008 - Present
EOS Accountants LLP 2003 - 2008
Chase Manhattan Bank 1998 - 2002
Skills
Transfer Pricing, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Tax Advisory, Cross-border...
Education
Columbia Business School 1997 — 1998
MBA, Finance
Hotta Liesenberg Saito Co. 2008 - Present
EOS Accountants LLP 2003 - 2008
Chase Manhattan Bank 1998 - 2002
Skills
Transfer Pricing, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Tax Advisory, Cross-border...
Education
Columbia Business School 1997 — 1998
MBA, Finance
Theresa Lyon's Chase Manhattan Bank Experience January 1990 - January 1992
Job Internal Audit
Industry Banking
Experience
GE Capital May 2011 - Present
Chase Manhattan Bank January 1990 - January 1992
Chase Manhattan Bank January 1989 - January 1990
Chase Manhattan Bank January 1983 - January 1989
European American Bank, New York January 1980 - September 1983
Skills
Risk Management, Business Process..., Internal Audit, Quality Assurance, Financial Analysis, Investment Banking, Auditing, Banking, Compliance, Capital Markets, Derivatives, Trading
Education
Fairfield University 1975 — 1979
B.S.,, Marketing
GE Capital May 2011 - Present
Chase Manhattan Bank January 1990 - January 1992
Chase Manhattan Bank January 1989 - January 1990
Chase Manhattan Bank January 1983 - January 1989
European American Bank, New York January 1980 - September 1983
Skills
Risk Management, Business Process..., Internal Audit, Quality Assurance, Financial Analysis, Investment Banking, Auditing, Banking, Compliance, Capital Markets, Derivatives, Trading
Education
Fairfield University 1975 — 1979
B.S.,, Marketing
Jon Truemper's Chase Manhattan Bank Experience January 1987 - June 1991
Job Director, Workforce Operations at Accolade, Inc.
Industry Consumer Services
Experience
Accolade, Inc. July 2012 - Present
McIntosh & Associates LLC - Contact Center efficiencies and customer satisfaction January 2010 - July 2012
QVC November 2007 - November 2009
QVC August 1995 - July 2007
QVC 1991 - 1995
Chase Manhattan Bank January 1987 - June 1991
Skills
Excel, PowerPoint, Call Routing, Call Center, Workforce Management, Forecasting, Budgeting, Microsoft Excel, Strategic Planning, Performance Management, Leadership, Analysis, Budgets, Call Centers, Management, Team Leadership, Recruiting, Process Improvement
Education
Concord Highschool
Diploma, College Prep
Drexel University
Certification, Six Sigma
University of Delaware
BA, Economics
Accolade, Inc. July 2012 - Present
McIntosh & Associates LLC - Contact Center efficiencies and customer satisfaction January 2010 - July 2012
QVC November 2007 - November 2009
QVC August 1995 - July 2007
QVC 1991 - 1995
Chase Manhattan Bank January 1987 - June 1991
Skills
Excel, PowerPoint, Call Routing, Call Center, Workforce Management, Forecasting, Budgeting, Microsoft Excel, Strategic Planning, Performance Management, Leadership, Analysis, Budgets, Call Centers, Management, Team Leadership, Recruiting, Process Improvement
Education
Concord Highschool
Diploma, College Prep
Drexel University
Certification, Six Sigma
University of Delaware
BA, Economics
Ed Rytter's Chase Manhattan Bank Experience 1985 - 1997
Job President at Sporting Clays for Charity
Industry Construction
Experience
Sporting Clays for Charity 2013 - Present
NREB-Newark Real Estate Board 2005 - Present
Oasis Consulting Group, Inc February 2003 - Present
Sportsmen for Charity 2002 - 2012
Prudential Financial 1997 - 2003
Chase Manhattan Bank 1985 - 1997
Skills
Real Estate, Disposition, Construction, Real Estate Economics, Facilities Management, Nonprofits, Real Estate Development, Property Management, Corporate Real Estate, Investment Properties, Contract Negotiation, Asset Management, Non-profits, Leadership, Leases, Real Estate Transactions, New Business Development, Residential Homes, Commercial Real Estate, Strategic Planning, Asset Managment
Education
Fairleigh Dickinson University
BSME & MBA, Mechanical Engineering & Business
Sporting Clays for Charity 2013 - Present
NREB-Newark Real Estate Board 2005 - Present
Oasis Consulting Group, Inc February 2003 - Present
Sportsmen for Charity 2002 - 2012
Prudential Financial 1997 - 2003
Chase Manhattan Bank 1985 - 1997
Skills
Real Estate, Disposition, Construction, Real Estate Economics, Facilities Management, Nonprofits, Real Estate Development, Property Management, Corporate Real Estate, Investment Properties, Contract Negotiation, Asset Management, Non-profits, Leadership, Leases, Real Estate Transactions, New Business Development, Residential Homes, Commercial Real Estate, Strategic Planning, Asset Managment
Education
Fairleigh Dickinson University
BSME & MBA, Mechanical Engineering & Business
Richard Saitta's Chase Manhattan Bank Experience January 1973 - January 1978
Job Accounting Professional
Industry Accounting
Experience
UBS Financial Services January 2007 - April 2009
UBS January 2000 - January 2007
BankMark January 1999 - January 2000
Broad National Bank January 1989 - January 1999
UJB-Commercial Trust January 1987 - January 1989
UJB January 1982 - January 1987
Bankers Trust January 1978 - January 1982
Chase Manhattan Bank January 1973 - January 1978
Education
Fairleigh Dickinson University
BS, accounting
Fairleigh Dickinson University
MBA, finance
UBS Financial Services January 2007 - April 2009
UBS January 2000 - January 2007
BankMark January 1999 - January 2000
Broad National Bank January 1989 - January 1999
UJB-Commercial Trust January 1987 - January 1989
UJB January 1982 - January 1987
Bankers Trust January 1978 - January 1982
Chase Manhattan Bank January 1973 - January 1978
Education
Fairleigh Dickinson University
BS, accounting
Fairleigh Dickinson University
MBA, finance
Ellen Hanley Houston's Chase Manhattan Bank Experience June 1997 - May 1999
Job Private Client Banker
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. June 2010 - Present
ParentGuide News March 2006 - June 2010
Computer Associates International October 2000 - December 2002
The Chase Manhattan Bank August 1994 - October 2000
Chase Manhattan Bank June 1997 - May 1999
Chase Manhattan Bank July 1996 - June 1997
Chase Manhattan Bank August 1994 - July 1996
Education
Fairfield University
Bachelor of Arts, Political Science
New School for Social Research
Masters of Science, Human Resources Management
JP Morgan Chase Bank N.A. June 2010 - Present
ParentGuide News March 2006 - June 2010
Computer Associates International October 2000 - December 2002
The Chase Manhattan Bank August 1994 - October 2000
Chase Manhattan Bank June 1997 - May 1999
Chase Manhattan Bank July 1996 - June 1997
Chase Manhattan Bank August 1994 - July 1996
Education
Fairfield University
Bachelor of Arts, Political Science
New School for Social Research
Masters of Science, Human Resources Management
Carl Calandra's Chase Manhattan Bank Experience 1982 - 1992
Job Owner Consultant at Self Employed
Industry Fine Art
Experience
CJC Consulting 1999 - Present
Chase Manhattan Bank 1982 - 1992
Continental Bank 1972 - 1982
Skills
Strategic Financial..., Financial Analysis, Start-ups, Mergers, Risk Management, Strategic Planning, Business Strategy, Management Consulting, Credit, Corporate Finance, Loans, Finance, Portfolio Management, Banking, Financial Reporting, Investments, Due Diligence, Asset Managment, Accounting, Private Equity, Strategy, Business Planning, Mergers & Acquisitions, Restructuring, Financial Modeling, Executive Management, Small Business, Financial Services, Treasury Management, Cash Management, Credit Analysis, Funding, Commercial Lending, Credit Risk, Financial Advisory, Commercial Banking, Financial Structuring, Structured Finance, Capital Markets, Wealth Management, Loan Origination, Asset Management
Education
DePaul University 1974 — 1976
Master of Business Administration (MBA), Finance, General
University of Iowa 1968 — 1972
BA, Business Administration
CJC Consulting 1999 - Present
Chase Manhattan Bank 1982 - 1992
Continental Bank 1972 - 1982
Skills
Strategic Financial..., Financial Analysis, Start-ups, Mergers, Risk Management, Strategic Planning, Business Strategy, Management Consulting, Credit, Corporate Finance, Loans, Finance, Portfolio Management, Banking, Financial Reporting, Investments, Due Diligence, Asset Managment, Accounting, Private Equity, Strategy, Business Planning, Mergers & Acquisitions, Restructuring, Financial Modeling, Executive Management, Small Business, Financial Services, Treasury Management, Cash Management, Credit Analysis, Funding, Commercial Lending, Credit Risk, Financial Advisory, Commercial Banking, Financial Structuring, Structured Finance, Capital Markets, Wealth Management, Loan Origination, Asset Management
Education
DePaul University 1974 — 1976
Master of Business Administration (MBA), Finance, General
University of Iowa 1968 — 1972
BA, Business Administration
Laurie Warner's Chase Manhattan Bank Experience 1998 - 2000
Job Product Development | User Experience | Project Implementation
Industry Financial Services
Experience
Interline Brands, inc. March 2015 - Present
Citibank 2004 - 2004
Citibank 2000 - 2004
Chase Manhattan Bank 1998 - 2000
Chase Manhattan Bank 1997 - 1998
Skills
Strategy & Plan..., Product Development..., Workflow & Process..., Ideation to Creation, Website & Product..., Market Segmentation, Strategic Planning, Consumer Insights, Third-Party Vendor..., Messaging Platforms, Customer Service, Microsoft Office, Public Speaking, Research, Coaching, Email Marketing, Management
Education
Cornell University 1995 — 1997
Master of Business Administration (MBA)
Indiana University Bloomington 1989 — 1993
Bachelor of Science (BS), Marketing and International Studies
Interline Brands, inc. March 2015 - Present
Citibank 2004 - 2004
Citibank 2000 - 2004
Chase Manhattan Bank 1998 - 2000
Chase Manhattan Bank 1997 - 1998
Skills
Strategy & Plan..., Product Development..., Workflow & Process..., Ideation to Creation, Website & Product..., Market Segmentation, Strategic Planning, Consumer Insights, Third-Party Vendor..., Messaging Platforms, Customer Service, Microsoft Office, Public Speaking, Research, Coaching, Email Marketing, Management
Education
Cornell University 1995 — 1997
Master of Business Administration (MBA)
Indiana University Bloomington 1989 — 1993
Bachelor of Science (BS), Marketing and International Studies
Bob Ruggiero's Chase Manhattan Bank Experience 1989 - 1996
Job Private Equity/Merchant Banking Professional
Industry Financial Services
Experience
JP Morgan Partners 2004 - 2005
JP Morgan Partners 2003 - 2004
JP Morgan Partners 2000 - 2003
Chase Capital Partners 1996 - 2000
Chase Manhattan Bank 1989 - 1996
Chase Manhattan Bank 1985 - 1989
Education
Columbia University - School of International and Public Affairs 1983 — 1985
MA, International Affairs
Connecticut College 1977 — 1981
BA, Government
JP Morgan Partners 2004 - 2005
JP Morgan Partners 2003 - 2004
JP Morgan Partners 2000 - 2003
Chase Capital Partners 1996 - 2000
Chase Manhattan Bank 1989 - 1996
Chase Manhattan Bank 1985 - 1989
Education
Columbia University - School of International and Public Affairs 1983 — 1985
MA, International Affairs
Connecticut College 1977 — 1981
BA, Government
Chip Elitzer's Chase Manhattan Bank Experience July 1974 - March 1976
Job President, Elitzer Associates, Inc. and Managing Director, Sagebrook Partners LLC
Industry Financial Services
Experience
Sagebrook Partners LLC January 2010 - Present
Williamstown Theatre Festival 2008 - Present
Berkshire Hills Technology Fund December 1999 - Present
Environmental Financial Consulting Group January 1990 - Present
Elitzer Associates, Inc. April 1984 - Present
Rothschild Inc. April 1976 - April 1984
Chase Manhattan Bank July 1974 - March 1976
U.S. Peace Corps July 1969 - September 1971
Skills
Corporate Finance, Mergers, Investment Banking, Non-profits, Fundraising, Strategic Planning, Public Speaking, Entrepreneurship, Venture Capital, Grant Writing, Social Media, Due Diligence, Mergers & Acquisitions, Management, Investments, Nonprofits, Budgets, Leadership, Start-ups, Finance, Corporate Development, Strategy, Executive Management, Private Equity, Management Consulting, Business Planning, Restructuring, Strategic Consulting, Valuation, Financial Modeling, Emerging Markets, M&A experience, Divestitures, Investor Relations, Joint Ventures, Acquisition Integration, Strategic Partnerships, Managerial Finance
Education
Woodrow Wilson School of Public & International Affairs, Princeton University 1972 — 1974
MPA, Development Economics and International Development
Lincoln College, Oxford 1971 — 1972
Reynolds Fellow, Philosophy, Politics and Economics
Dartmouth College 1965 — 1969
BA, Government
Sagebrook Partners LLC January 2010 - Present
Williamstown Theatre Festival 2008 - Present
Berkshire Hills Technology Fund December 1999 - Present
Environmental Financial Consulting Group January 1990 - Present
Elitzer Associates, Inc. April 1984 - Present
Rothschild Inc. April 1976 - April 1984
Chase Manhattan Bank July 1974 - March 1976
U.S. Peace Corps July 1969 - September 1971
Skills
Corporate Finance, Mergers, Investment Banking, Non-profits, Fundraising, Strategic Planning, Public Speaking, Entrepreneurship, Venture Capital, Grant Writing, Social Media, Due Diligence, Mergers & Acquisitions, Management, Investments, Nonprofits, Budgets, Leadership, Start-ups, Finance, Corporate Development, Strategy, Executive Management, Private Equity, Management Consulting, Business Planning, Restructuring, Strategic Consulting, Valuation, Financial Modeling, Emerging Markets, M&A experience, Divestitures, Investor Relations, Joint Ventures, Acquisition Integration, Strategic Partnerships, Managerial Finance
Education
Woodrow Wilson School of Public & International Affairs, Princeton University 1972 — 1974
MPA, Development Economics and International Development
Lincoln College, Oxford 1971 — 1972
Reynolds Fellow, Philosophy, Politics and Economics
Dartmouth College 1965 — 1969
BA, Government
Steve Goetschius's Chase Manhattan Bank Experience March 1984 - May 1987
Job at
Industry Investment Banking
Experience
Jefferies Finance LLC December 2010 - Present
Jefferies Finance LLC May 2007 - Present
CapitalOne Leverage Finance June 2004 - May 2007
Transamerica Business Credit March 1991 - April 2003
Citibank June 1987 - March 1992
Chase Manhattan Bank March 1984 - May 1987
Skills
Portfolio Management, Asset Management, Finance, Loans, Underwriting, Capital Markets, Structured Finance, Investment Banking, Management, Financial Structuring, Leveraged Finance
Education
Drexel University - College of Business and Administration 1980 — 1982
MBA, Corporate Finance
Rutgers College 1975 — 1979
BA, Business & Economics
Jefferies Finance LLC December 2010 - Present
Jefferies Finance LLC May 2007 - Present
CapitalOne Leverage Finance June 2004 - May 2007
Transamerica Business Credit March 1991 - April 2003
Citibank June 1987 - March 1992
Chase Manhattan Bank March 1984 - May 1987
Skills
Portfolio Management, Asset Management, Finance, Loans, Underwriting, Capital Markets, Structured Finance, Investment Banking, Management, Financial Structuring, Leveraged Finance
Education
Drexel University - College of Business and Administration 1980 — 1982
MBA, Corporate Finance
Rutgers College 1975 — 1979
BA, Business & Economics
Lori Bragin's Chase Manhattan Bank Experience 1979 - 1989
Job office manager at Todd J. Bragin M.D.
Industry Medical Practice
Experience
todd j bragin md 1989 - Present
Chase Manhattan Bank 1979 - 1989
Education
Emory University - Goizueta Business School 1975 — 1979
BBA, finance
todd j bragin md 1989 - Present
Chase Manhattan Bank 1979 - 1989
Education
Emory University - Goizueta Business School 1975 — 1979
BBA, finance
Stephen Sui's Chase Manhattan Bank Experience April 1999 - October 2000
Job Investment and Corporate Financial Management Professional
Industry Financial Services
Experience
JPMorgan Chase May 2005 - Present
Citigroup October 2000 - May 2005
Chase Manhattan Bank April 1999 - October 2000
Bankers Trust Company November 1997 - April 1999
Education
Pennsylvania State University
MBA, Electives in Finance and Information Systems
Cornell University
BS, Operations Research (Quantitative Analysis)
JPMorgan Chase May 2005 - Present
Citigroup October 2000 - May 2005
Chase Manhattan Bank April 1999 - October 2000
Bankers Trust Company November 1997 - April 1999
Education
Pennsylvania State University
MBA, Electives in Finance and Information Systems
Cornell University
BS, Operations Research (Quantitative Analysis)
Mark Glinert's Chase Manhattan Bank Experience January 1996 - January 2000
Job Customer ServiceCredit and Collections Analyst
Industry Consumer Goods
Experience
Luxottica Group March 2001 - February 2011
Chase Bank March 1986 - May 2000
Chase Manhattan Bank January 1996 - January 2000
Chemical Bank January 1992 - January 1996
Manufacturers Hanover Trust Bank January 1989 - January 1992
Skills
Word, Excel, Multitasker, Microsoft Excel, Microsoft Word
Education
Dean College 1977 — 1979
Associates Degree, Liberal Arts
Dean Junior College 1977 — 1979
A.S, liberal arts
Long Island University, C.W. Post Campus
Business Management
Luxottica Group March 2001 - February 2011
Chase Bank March 1986 - May 2000
Chase Manhattan Bank January 1996 - January 2000
Chemical Bank January 1992 - January 1996
Manufacturers Hanover Trust Bank January 1989 - January 1992
Skills
Word, Excel, Multitasker, Microsoft Excel, Microsoft Word
Education
Dean College 1977 — 1979
Associates Degree, Liberal Arts
Dean Junior College 1977 — 1979
A.S, liberal arts
Long Island University, C.W. Post Campus
Business Management
Alexandre Ramilo's Chase Manhattan Bank Experience May 1994 - July 1999
Job Accounting at Pine Belt Enterprises
Industry Accounting
Experience
Pine Belt Enterprises May 2012 - Present
DCH Auto Group August 2007 - January 2011
Warnock Automotive Group January 2004 - August 2007
Ernst & Young October 2003 - December 2003
EBS Dealing Resources December 1999 - October 2002
Chase Manhattan Bank May 1994 - July 1999
Chase Manhattan Bank November 1973 - June 1999
Skills
Advent, Excel, Word, ADP, ADP Payroll, Paradox, Payroll Administration, Operations, Microsoft Office, Payroll, Microsoft Excel, Microsoft Word, Sales, Profit, Accounts Payable, Customer Service, Accounting, Reynolds, Account Reconciliation, Budgets, Team Building, Invoicing, Accounts Receivable, Pricing, Customer Retention
Education
Essex County College
Associate Degree, Business Administration
Pine Belt Enterprises May 2012 - Present
DCH Auto Group August 2007 - January 2011
Warnock Automotive Group January 2004 - August 2007
Ernst & Young October 2003 - December 2003
EBS Dealing Resources December 1999 - October 2002
Chase Manhattan Bank May 1994 - July 1999
Chase Manhattan Bank November 1973 - June 1999
Skills
Advent, Excel, Word, ADP, ADP Payroll, Paradox, Payroll Administration, Operations, Microsoft Office, Payroll, Microsoft Excel, Microsoft Word, Sales, Profit, Accounts Payable, Customer Service, Accounting, Reynolds, Account Reconciliation, Budgets, Team Building, Invoicing, Accounts Receivable, Pricing, Customer Retention
Education
Essex County College
Associate Degree, Business Administration
Christine Smith's Chase Manhattan Bank Experience June 1992 - September 1995
Job Development Consultant at The Cardinal Timothy Manning House of Prayer for Priests
Industry Higher Education
Experience
St Francis High School Development ConsultantThe Cardinal Timothy Manning House of Prayer for PriestsSeptember 2010 - Present
Flintridge Sacred Heart Academy June 1996 - June 1999
Bank of America - Family Wealth Management October 1995 - June 1996
Chase Manhattan Bank June 1992 - September 1995
Education
Fairfield University
BA, Economics
Loyola Marymount University
MBA, Finance
St Francis High School Development ConsultantThe Cardinal Timothy Manning House of Prayer for PriestsSeptember 2010 - Present
Flintridge Sacred Heart Academy June 1996 - June 1999
Bank of America - Family Wealth Management October 1995 - June 1996
Chase Manhattan Bank June 1992 - September 1995
Education
Fairfield University
BA, Economics
Loyola Marymount University
MBA, Finance
Michael Wise's Chase Manhattan Bank Experience July 1981 - June 1986
Job Managing Director at Goldman Sachs
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Goldman Sachs November 2010 - April 2015
Morgan Stanley February 1997 - August 2010
Lazard August 1991 - January 1997
Salomon Brothers September 1988 - July 1991
Chase Manhattan Bank July 1981 - June 1986
Skills
LBO, Mergers & Acquisitions, Equity Research, Corporate Finance, Hedge Funds, Investments, Equities, Investment Banking, Fixed Income, Financial Modeling, Capital Markets, Structured Finance, Venture Capital, Bloomberg
Education
Columbia University - Columbia Business School 1986 — 1988
Master of Business Administration (MBA), Finance
Georgetown University 1977 — 1981
Bachelor of Science (BS), International Economics, Salutatorian, Summa cum laude, Phi beta kappa
Bank of America Merrill Lynch July 2015 - Present
Goldman Sachs November 2010 - April 2015
Morgan Stanley February 1997 - August 2010
Lazard August 1991 - January 1997
Salomon Brothers September 1988 - July 1991
Chase Manhattan Bank July 1981 - June 1986
Skills
LBO, Mergers & Acquisitions, Equity Research, Corporate Finance, Hedge Funds, Investments, Equities, Investment Banking, Fixed Income, Financial Modeling, Capital Markets, Structured Finance, Venture Capital, Bloomberg
Education
Columbia University - Columbia Business School 1986 — 1988
Master of Business Administration (MBA), Finance
Georgetown University 1977 — 1981
Bachelor of Science (BS), International Economics, Salutatorian, Summa cum laude, Phi beta kappa
Juliana E Trotman's Chase Manhattan Bank Experience February 1969 - December 1989
Job Owner/Operator at Corrective Massage Therapy
Industry Health, Wellness and Fitness
Experience
Corrective Massage Therapy October 1991 - Present
Chase Manhattan Bank February 1969 - December 1989
Heal Thyself Theraputic Center May 1985 - November 1987
Skills
Microsoft Office, Wellness, Microsoft Excel, Customer Service, Public Speaking, Nutrition, Microsoft Word, PowerPoint, Fitness, Social Media, Strategic Planning, Coaching
Education
CUNY Bronx Community College
Data Processing
Corrective Massage Therapy October 1991 - Present
Chase Manhattan Bank February 1969 - December 1989
Heal Thyself Theraputic Center May 1985 - November 1987
Skills
Microsoft Office, Wellness, Microsoft Excel, Customer Service, Public Speaking, Nutrition, Microsoft Word, PowerPoint, Fitness, Social Media, Strategic Planning, Coaching
Education
CUNY Bronx Community College
Data Processing
Masood Bhatti's Chase Manhattan Bank Experience 1989 - 1994
Job Managing Director at Silverpeak Real Estate Partners
Industry Real Estate
Experience
Silverpeak Real Estate Partners August 2013 - Present
UBS Securities LLC September 2012 - August 2013
Scout Real Estate Capital May 2009 - August 2012
Lehman Brothers May 1999 - September 2008
The Guggenheim Realty Fund 1995 - 2000
Chase Manhattan Bank 1989 - 1994
Cadillac Fairview 1985 - 1988
Skills
Real Estate Development, Real Estate Economics, Real Estate Transactions, Investment Properties, Asset Managment, Due Diligence, Investments, Valuation, Foreclosures, Disposition, Property Management, Real Estate Financing, Strategic Planning, Residential Homes, Brokerage, Asset Management, Acquisitions
Education
Columbia University in the City of New York 1988 — 1989
Master of Science (M.S.), Real Estate Development
Silverpeak Real Estate Partners August 2013 - Present
UBS Securities LLC September 2012 - August 2013
Scout Real Estate Capital May 2009 - August 2012
Lehman Brothers May 1999 - September 2008
The Guggenheim Realty Fund 1995 - 2000
Chase Manhattan Bank 1989 - 1994
Cadillac Fairview 1985 - 1988
Skills
Real Estate Development, Real Estate Economics, Real Estate Transactions, Investment Properties, Asset Managment, Due Diligence, Investments, Valuation, Foreclosures, Disposition, Property Management, Real Estate Financing, Strategic Planning, Residential Homes, Brokerage, Asset Management, Acquisitions
Education
Columbia University in the City of New York 1988 — 1989
Master of Science (M.S.), Real Estate Development
Lisa Pedoto's Chase Manhattan Bank Experience 1998 - 1999
Job Financial Services Professional
Industry Financial Services
Experience
Fiinance of America February 2015 - Present
Memory Care Living at Potomac Homes March 2012 - April 2012
Chase Manhattan Bank 1998 - 1999
Chase Manhattan Bank, 1995 - 1998
Chemical Bank 1992 - 1995
Chemical Bank 1985 - 1992
Chemical Bank 1981 - 1985
Skills
Microsoft Excel, Microsoft Word, Credit Analysis, Real Estate Financing, Cash Management, Banking Relationships, Customer Service
Education
Georgetown University 1977 — 1981
Bachelor of Science in Foreign Service, Political Science and Government
Fairleigh Dickinson University 1985 — 1990
Marketing/Finance
Fiinance of America February 2015 - Present
Memory Care Living at Potomac Homes March 2012 - April 2012
Chase Manhattan Bank 1998 - 1999
Chase Manhattan Bank, 1995 - 1998
Chemical Bank 1992 - 1995
Chemical Bank 1985 - 1992
Chemical Bank 1981 - 1985
Skills
Microsoft Excel, Microsoft Word, Credit Analysis, Real Estate Financing, Cash Management, Banking Relationships, Customer Service
Education
Georgetown University 1977 — 1981
Bachelor of Science in Foreign Service, Political Science and Government
Fairleigh Dickinson University 1985 — 1990
Marketing/Finance
Michael Troiano's Chase Manhattan Bank Experience July 1990 - February 1995
Job VP Information Technology at Union Savings Bank CT
Industry Banking
Experience
Union Savings Bank - CT April 2002 - Present
The Bank of New York February 2000 - April 2002
Chase Manhattan Bank July 1990 - February 1995
Education
Fairfield University 1983 — 1987
Bachelor of Arts, Economics
Union Savings Bank - CT April 2002 - Present
The Bank of New York February 2000 - April 2002
Chase Manhattan Bank July 1990 - February 1995
Education
Fairfield University 1983 — 1987
Bachelor of Arts, Economics
Paul Leprohon's Chase Manhattan Bank Experience 1983 - 1987
Job Senior Vice President at BankUnited
Industry Banking
Experience
BankUnited November 2012 - Present
Amalgamated Bank January 2010 - November 2012
RBS Citizens Bank April 2008 - January 2010
National Bank of Canada 1987 - 1991
Chase Manhattan Bank 1983 - 1987
Skills
Commercial Lending, Loans, Commercial Banking, Banking, Credit, Credit Analysis, Small Business Lending, Portfolio Management, Loan Origination, Commercial Mortgages, Asset Based Lending, Retail Banking, Real Estate Economics, Credit Risk
Education
Brooklyn Prep
Fairfield University
BS, Business Administration, Management and Operations
BankUnited November 2012 - Present
Amalgamated Bank January 2010 - November 2012
RBS Citizens Bank April 2008 - January 2010
National Bank of Canada 1987 - 1991
Chase Manhattan Bank 1983 - 1987
Skills
Commercial Lending, Loans, Commercial Banking, Banking, Credit, Credit Analysis, Small Business Lending, Portfolio Management, Loan Origination, Commercial Mortgages, Asset Based Lending, Retail Banking, Real Estate Economics, Credit Risk
Education
Brooklyn Prep
Fairfield University
BS, Business Administration, Management and Operations
John T Proetta's Chase Manhattan Bank Experience April 1990 - August 1996
Job Financial Services Technician at 106th Rescue Wing, NY Air National Guard
Industry Military
Experience
106th Rescue Wing, NY Air National Guard September 2006 - Present
Ajilon September 2005 - August 2006
North Shore University/Long Island Jewish Health System September 1998 - December 2004
LeFrak Oil & Gas Organization September 1996 - August 1998
Chase Manhattan Bank April 1990 - August 1996
Skills
Wide Area Workflow..., Accounts Receivable, Internal Controls, Account Reconciliation, Accounting, Auditing, General Ledger, Financial Statements
Education
SUNY@Farmingdale 2002 — 2005
Associate of Science, Compuiter Information Systems
Dowling College 1986 — 1990
Bachelor of Business Administration (BBA), Accounting and Business/Management
106th Rescue Wing, NY Air National Guard September 2006 - Present
Ajilon September 2005 - August 2006
North Shore University/Long Island Jewish Health System September 1998 - December 2004
LeFrak Oil & Gas Organization September 1996 - August 1998
Chase Manhattan Bank April 1990 - August 1996
Skills
Wide Area Workflow..., Accounts Receivable, Internal Controls, Account Reconciliation, Accounting, Auditing, General Ledger, Financial Statements
Education
SUNY@Farmingdale 2002 — 2005
Associate of Science, Compuiter Information Systems
Dowling College 1986 — 1990
Bachelor of Business Administration (BBA), Accounting and Business/Management
Chase
Sallie Mae
Chase Bank
JPMorgan Chase Bank, N.A.
The Chase Manhattan Bank
BankAtlantic
JP Morgan Chase Bank, N.A.
Encore Capital Group