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,
Chase Manhattan Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Chase Manhattan Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Xaverian High School June 2003 - Present
Xaverian High School February 2003 - Present
Xaverian High School 2002 - Present
Xaverian High School January 2001 - Present
Curtis High School January 1998 - January 2000
American Express June 1980 - April 1998
McDonalds Corporation January 1996 - January 1998
Stanco Electric Inc January 1984 - January 1996
Chase Manhattan Bank January 1982 - January 1984
Skills
Manager, Administator, Computers, Educational Leadership, Curriculum Design, Curriculum Development, Lesson Planning, Data Driven Instruction, RTI, Teaching, Professional Learning..., Special Education, Differentiated..., Educational Assessment, K-12, Higher Education, Curriculum Mapping, Reading Intervention, Charter Schools, Parent Communication, Gifted Education, Elementary Education, Classroom Management, Literacy
Education
Fordham University 2010 — 2014
Masters, Educational Leadership and Administration, General, 3.9
Touro College 2006 — 2010
BS, Psychology/Education, 3.9
Fordham University
Ft. Hamilton High School
Touro College
Bachelor of Applied Science (BASc), Psychology
ICOM Mechanical September 1993 - Present
Devcon Construction April 1983 - August 1987
Copple & Stiggins Construction January 1977 - April 1983
Chase Manhattan Bank January 1973 - July 1976
Skills
HVAC, Engineering, Energy Management, Facilities Management, HVAC Controls, French, German, Construction Management, Contract Negotiation, Management, Project Planning, Team Building, Microsoft Word, Construction
Education
Gavilan College 1972 — 1973
Associate of Arts (AA), French
University of Maryland 1970 — 1971
French
Wells Fargo Securities LLC December 2006 - Present
Banc of America Securities LLC 1994 - 2000
Bankers Trust 1992 - 1994
Chase Manhattan Bank 1991 - 1992
Skills
Capital Markets, Investment Banking, Fixed Income, Equities, Valuation, Hedge Funds, Derivatives, Series 7, Financial Modeling, Investments, Private Equity, Bloomberg, Financial Services, Asset Management, Bonds, Finance, Commodity, Financial Advisory, Alternative Investments, Investment Management, Asset Allocation, Mutual Funds, Wealth Management, Structured Products, Emerging Markets, Equity Derivatives, Equity Research
Education
Georgetown University 1987 — 1991
Bachelor of Science in Business Administration, Finance and International Management; French Minor
Oxford University 1990 — 1990
Summer Program, Comparative Business Policy
University Liggett School 1974 — 1987
IBM July 2014 - Present
IBM July 2011 - July 2014
IBM July 2008 - July 2011
Cognos 2002 - 2008
Cognos January 2001 - January 2002
Cognos January 2000 - January 2001
Cognos January 1998 - January 2000
Merrill Lynch January 1997 - January 1998
Chase Manhattan Bank January 1992 - January 1997
Skills
Business Intelligence, Cognos, Solution Selling, Enterprise Software, Pre-sales, Business Analysis, Business Development, Solution Architecture, Business Analytics, Analytics, Strategy, Strategic Planning, Sales Management, Sales Operations, Direct Marketing, Integration, Product Management, Management, Account Management, Go-to-market Strategy, Performance Management, Business Planning, Consulting, Selling, Leadership, Sales
Education
Georgetown University - The McDonough School of Business 1988 — 1992
BS BA, Business Administration and Finance
Foxcorft School 1985 — 1988
High School
Quanta Services February 2012 - February 2013
MGC, Inc. May 2011 - October 2011
Weston Solutions August 2010 - March 2011
San Antonio Housing Authority February 2009 - June 2010
San Antonio Housing Authority (Accounting Principals) June 2008 - February 2009
Alzheimer's Association August 2007 - March 2008
Benson Design August 2007 - October 2007
Chase Manhattan Bank May 2004 - January 2005
Botts Law Firm May 2003 - August 2003
Education
Houston Community College 2011 — 2012
Associate of Arts and Sciences (A.A.S.), Human Resource Management, 3.4
Houston Community CollegeHuman Resources Management 2011 — 2012
Kashmere Senior High
New York Community Bank June 2014 - Present
Citi January 2012 - July 2014
Capital One Bank July 2010 - November 2011
JPMorgan Chase November 2005 - May 2009
JPMorgan Chase March 2004 - October 2005
JPM Asset Management March 2004 - October 2005
JPMorgan Chase June 1999 - October 2003
Chase Manhattan Bank January 1996 - January 1999
The Chase Manhattan Bank May 1993 - November 1996
Skills
Credit, MIS, Documentation, Research, Database Administration, Programming, Spreadsheets, Problem Solving, Customer Relations, Microsoft Office, Customer Service, Analysis, Teamwork, Excel, Administration, Word, PowerPoint, Banking, Loans, Writing, Data Analysis, Time Management, Process Improvement, Editing, Customer Satisfaction, Negotiation, Microsoft Excel, Team Building, Software Documentation, Accounting
Education
Hofstra University 2006 — 2009
BBA, Finance
City University of New York, Borough of Manhattan Community College 1990 — 1992
A.A.S, Computer Programming Major
College Bois-de-Boulogne 1986 — 1988
Business Administration, Finance
Intel Corporation 2014 - Present
Intel China Research and Development, LLC, 2011 - 2014
Intel Corporation 2006 - 2011
Unisys Corporation 2000 - 2003
Serviceware 2000 - 2000
Chase Manhattan Bank 1999 - 2000
Deloitte Consulting 1998 - 1999
AT&T/Lucent Technologies 1995 - 1998
U S WEST 1988 - 1994
AT&T Bell Labs 1985 - 1988
Skills
Program Management, Project Management, Intellectual Property, Cloud Computing, Licensing, Risk Management, Business Development, Business Process..., Leadership, Mergers & Acquisitions, Strategy, Management, Human Resources, Business Analysis, Policy, Process Improvement, Contract Negotiation, Start-ups, Telecommunications, Outsourcing, Cross-functional Team..., Operations Management, Marketing, Strategic Partnerships, Strategic Planning, CRM, Analysis, Public Speaking, SaaS, Product Development
Education
George Washington High School
Hampton University
BS, Computer Science
Michigan State University
MS, Computer Science
University of Colorado Boulder
ME, Engineering Management
University of Colorado School of Law
JD, Law
St. Leo Academy 2015 - Present
Publishers Clearing House 1997 - 2010
Blue Groove Compact Discs 1991 - 1997
City of New York 1985 - 1991
Chase Manhattan Bank 1985 - 1987
MetLife 1982 - 1985
MetLife 1980 - 1982
City of New York 1973 - 1980
Skills
Skilled Workflow Analyst, Seasoned Operations..., Savvy Systems Consultant, Cross-functional Team..., Program Management, Analysis, Business Planning, Management, Strategic Planning, Leadership, Business Analysis, Business Process, Project Management, Vendor Management, Microsoft Excel, Email Marketing, Analytics, Marketing Strategy
Education
Fordham University 1973 — 1975
Master of Business Administration (M.B.A.)
Fordham University 1968 — 1972
Bachelor of Arts (B.A.), American History
McKinsey & Company October 2005 - Present
NOVARTIS PHARMACEUTICALS April 2004 - October 2005
Pfizer Pharmaceuticals October 2001 - April 2004
McKinsey & Company August 1999 - October 2001
CITIBANK PRIVATE BANK April 1996 - July 1997
CHASE MANHATTAN BANK August 1993 - October 1996
Skills
Organizational..., Process Improvement, Forecasting, Market Research, Performance Management, Organizational..., Coaching, Leadership Development, Consulting, Project Management, Analysis, Marketing
Education
University of Pennsylvania - The Wharton School 1999 — 1999
Master of Business Administration, Finance
Fordham University 1992 — 1993
Master of Arts; Bachelor of Arts, Economics
Penn West June 2014 - Present
American Friends of Heriot-Watt University September 2013 - Present
Private Investor December 2011 - Present
American Friends of Heriot-Watt University September 2002 - September 2013
Hestan Consulting Group April 2010 - December 2011
Credit Suisse May 1995 - December 2009
Lehman Brothers 1983 - 1995
Chase Manhattan Bank 1977 - 1983
Institutional Money Management in the UK 1974 - 1977
Skills
Portfolio Management, Investments, Risk Management, Investment Banking, Equities, Financial Services, High Yield, Special Situations, Strategy, Mergers & Acquisitions, ., Hedge Funds, Capital Markets, Fixed Income, Management, Derivatives, Private Equity, Asset Management
Education
Heriot-Watt University 1970 — 1974
BA (Hons,upper second), Economics
Morgan Stanly / Smith Barney April 2012 - Present
Chubb Corp - IBM February 2012 - April 2012
Chase Manhattan Bank August 2011 - November 2011
St. Luke’s Hospital April 2010 - July 2011
Hunter College August 2008 - February 2010
John Jay College of Criminal Law May 2006 - August 2008
Various Consulting firms January 2005 - February 2006
I.R.S. July 2001 - January 2005
Marsh & McLennan Company November 1999 - March 2001
Department of the Navy October 1995 - November 1999
Skills
Troubleshooting, XP, Computer Hardware, Windows, Microsoft Office, Operating Systems, Software Documentation, Customer Service, Outlook, Windows 7, System Migration, Java, Software Installation, Windows XP, Help Desk Support, Hardware, Technical Support, System Administration, Printers, A+ Certified, Windows Vista, Antivirus, HP, Quality Assurance, Call Centers, Training, Computer Repair
Education
Fashion Institute of Technology
Associate's degree, Textile Design, 3.8
Per Scholas
A+ Comptia, PC Technician
J.P. Morgan Asset Management September 2013 - Present
BRIGHTWATER CAPITAL MANAGEMENT December 2004 - September 2009
WESTLB AG July 2000 - December 2004
CHASE ASSET MANAGEMENT August 1998 - June 2000
Chase Manhattan Bank January 1990 - July 1998
ARTHUR ANDERSEN & CO October 1988 - January 1990
Skills
Fixed Income, Investor Relations, Money Markets, Marketing, Commercial Paper, Relationship Management, New Business Development, Sales, Securitization, Capital Markets, Structured Finance, Trading, Money Market, Derivatives, Hedge Funds, FX Options, Securities, Structured Products, Bloomberg, Banking, Business Development
Education
New York University, Stern School of Business
Master of Business Administration
Georgetown University
Bachelor of Science
The World Bank February 2015 - Present
IADB - Inter American Development bank July 2013 - January 2015
Sociedad Estatal de Participaciones April 1999 - July 2010
Estrategias Corporativas y Financieras September 2002 - January 2010
Midland Asset Management July 1998 - April 1999
Chase Manhattan Bank September 1995 - July 1998
J.P Morgan June 1994 - September 1994
Skills
Corporate Finance, Valuation, Financial Analysis, Capital Markets, Management Consulting, Mergers, Investments, Business Planning, Due Diligence, Restructuring, Banking, Derivatives, Portfolio Management, Spanish, English, Economics, Asset Management, Investment Banking, Project Finance, Equity Research, Financial Modeling, R language, Mergers & Acquisitions, Strategy, PPP projects, Telecommunications..., Analysis, Finance, Private Equity, Venture Capital
Education
The Johns Hopkins University 2010 — 2012
Zanvyl Krieger School of Arts and Sciences, Applied Economics, Master of Science
IESE Business School - University of Navarra 1993 — 1995
MBA, Finance, General
UNIVERSITY OF EXTREMADURA 1985 — 1990
Bachelor's Degree, Law
San Antonio de Padua
Business of Sports School September 2008 - Present
Teachers College, Columbia University May 2003 - May 2010
Young Women's Leadership Network August 2008 - June 2009
NYC DOE 2000 - July 2008
University Access 1998 - 1998
Chase Manhattan Bank 1993 - 1997
Skills
Grant Writing, Teaching, Editing, Program Development, Non-profits, Research, Educational Technology, Fundraising, Curriculum Development, Public Speaking, Higher Education, Staff Development, Instructional Design, Educational Leadership, Curriculum Design, Classroom, Blogging, Teacher Training, Nonprofits, K-12, Special Education, Education Reform, Distance Learning, Tutoring, Program Evaluation, Education Policy, Educational Management, Community Outreach, Adult Education
Education
Columbia University Teachers College 2003 — 2010
Ed.D., Education Administration
Harvard Business School 1997 — 1999
Master of Business Administration (MBA)
Harvard University 1986 — 1990
Bachelor of Arts (B.A.)
早稲田大学 1988 — 1989
Japanese
Phillips Exeter Academy 1983 — 1986
Collegiate School 1974 — 1983
Carlisle & Gallagher Consulting Group April 2011 - Present
A.L., LLC February 2010 - March 2012
BOA thru Northhighland March 2010 - March 2011
S1 Corporation November 2002 - January 2010
NETWORK CONTROLS INTERNATIONAL July 1999 - August 2002
WebTone Technologies 2002 - 2002
BANCWEST CORPORATION March 1987 - June 1999
CHASE MANHATTAN BANK 1984 - 1987
Citigroup 1981 - 1984
Skills
Retail Banking, Business Intelligence, Partner Management, Direct Marketing, Product Management, Incentives, Strategic Communications, Product Strategy, Analytics, Product Marketing, Competitive Analysis, Strategy Development, Enterprise Software, Business Strategy, E-commerce, Segmentation, Pricing, Strategic Partnerships, Product Life Cycle..., Consultancy, Business Requirements, Team Leadership, Product Development, Program Management, Business Analysis, Predictive Analytics, Vendor Management, Financial Services, CRM, Consultants, Strategy, Product Lifecycle..., Banking, Management, SaaS, Agile Methodologies, Leadership, Market Research, SDLC, Sales Process, Marketing Management, Entrepreneurship, Portfolio Management, Executive Management, Cross-functional Team..., Business Process, Business Process..., Consulting, Professional Services, Project Portfolio...
Education
Fordham University
MBA, Finance
Emory University – Goizueta Business School
Senior Leadership Development Program
Rutgers, The State University of New Jersey-Newark
BA, Economics
Sullivan & Cromwell LLP May 2011 - Present
Cravath, Swaine & Moore LLP June 2007 - May 2011
The City University of New York 2001 - 2007
Chase Manhattan Bank 1988 - 1990
Skills
PowerPoint, Microsoft Office, Outlook, Microsoft Excel, Contract Negotiation, Leadership, Social Media
Education
Illinois State University 1984 — 1986
Bachelors, Business/Marketing
Illinois State University 1982 — 1986
business, Marketing/Economics
NYC Transit Authority September 2014 - Present
JPMorgan Chase August 2013 - June 2014
Standard & Poor's August 1993 - November 2012
Standard & Poor's August 2003 - November 2004
The McGraw- Hill Companies 1996 - 1998
Chase Manhattan Bank 1989 - 1993
Skills
Talent Acquisition, Onboarding, Direct Sourcing, Diversity Recruitment, Applicant Tracking..., Public Speaking, Sourcing, Talent Management, College Recruiting, Core Competences, Recruiting, Coaching, Developing Core...
Education
Iona College
Bachelor of Arts (B.A.), Speech Pathology
Tiedemann Wealth Management January 2002 - Present
Kinetics Asset Management 1999 - 2002
Chase Manhattan Bank 1994 - 1999
Skills
Alternative Investments, Management, Private Equity, Portfolio Management, Asset Management, Hedge Funds, Asset Allocation, Equities
Education
Hobart and William Smith Colleges 1989 — 1993
BA
St. George's School 1986 — 1991
Allen-Stevenson School 1978 — 1986
Formerly with M&T Bank 1992 - Present
Chase Manhattan Bank July 1984 - March 2000
Lincoln First Bank January 1979 - June 1984
Skills
Financial
Education
Franklin & Marshall College 1967 — 1971
Bachelor of Arts (BA), Economics
Tioga Central High School 1963 — 1967
Regents Diploma, Math and Science
Community Banks of Colorado, a division of NBH Bank, N.A. October 2006 - Present
Bank of Telluride, a WestStar Bank September 1999 - September 2006
First National Bank (now Alpine Bank) April 1992 - September 1999
Chase Manhattan Bank August 1988 - October 1991
Marine Midland Bank August 1985 - August 1988
Skills
Risk Management, Commercial Lending, Commercial Banking, Financial Institutions, Credit Analysis, Loans, Credit, Consumer Lending, Lines Of Credit
Education
Fordham University 1986 — 1989
MBA, Finance
Trinity College-Hartford 1981 — 1985
BA, Economics and Spanish
JNM & ASSOCIATES, INC---Uniondale January 2009 - Present
Get On Up Entertainment January 2001 - Present
Get On Up Entertainment 2001 - Present
Sandata Technologies January 2006 - January 2009
Sandata Technologies January 2004 - January 2006
VISITING NURSES SERVICES OF NEW YORK January 2000 - January 2004
Tommy Boy Entertainment 1997 - 2000
CHASE MANHATTAN BANK 1995 - 1998
Skills
Social Media, Weddings, Entrepreneurship, Entertainment, Social Media Marketing
Education
Lehman College
BA, History
Hampton University 1990 — 1992
History
Beyer Web and Graphic Design January 2010 - Present
Bellevue Hospital January 2003 - Present
Beyer Music January 2002 - Present
Metlife November 2001 - February 2003
The Bank of New York January 2000 - November 2001
Chase Manhattan Bank September 1998 - January 2000
Salomon Smith Barney November 1995 - September 1998
Skills
Accounting, Taxation,..., E-commerce, Dreamweaver, Web Design, Flash, Illustrator, Graphic Design, Graphics, New Media, Photoshop, Editing, Digital Media, Photography, jQuery, SEO, Multimedia, Email Marketing, Computers, IT Solutions, Art, Creative Writing, Website Development, Blogging, Video Editing, Facebook, CMS, WordPress, Social Media Marketing, Digital Photography, XHTML, Image Editing, Logo Design, Web Content Management, Social Media, Mac, Social Networking, Adobe Creative Suite, Online Marketing, Creative Direction, Video, InDesign, Art Direction, Layout
Education
New York University 2014 — 2014
Web Programming using PHP (intermediate), Web Programming
Laguardia Community College 2004 — 2006
Programming Systems
The University of Hartford 1991 — 1992
MBA, Managerial Accounting
The University of Connecticut 1989 — 1990
MBA Credits, Accounting - MBA Program
Fordham University 1981 — 1985
BS, Psychology
Fashion Institute of Technology
Computer Graphics
The Kodat Group LLC November 2011 - Present
J.P. Morgan January 2008 - June 2011
US Department of the Treasury August 2001 - December 2007
Prison Fellowship International August 1999 - November 2000
Chase Manhattan Bank January 1994 - August 1999
US Department of the Treasury December 1991 - December 1993
Manufacturers Hanover Trust July 1982 - December 1991
Skills
Government, German, Czech, Czech language, German language, Writing, Finance
Education
Indiana University - Kelley School of Business 1981 — 1982
MBA, Finance
Indiana University Bloomington 1978 — 1980
MA, Political Science
Northwestern University 1972 — 1976
BS, Education
Northwestern University - Kellogg School of Management
Poll Financial, LLC 1998 - Present
One World Financial Partners August 2013 - Present
Starrett City Inc. July 2009 - July 2010
The Deane Group January 2009 - July 2010
Bernard Technologies 2000 - 2002
Chief Consolidated Mining Company 1999 - 2002
Lazard Freres & Co. March 1978 - December 1997
William Blair & Company 1982 - 1984
Chase Manhattan Bank 1972 - 1978
Skills
Asset Management, Project Finance, Real Estate Finance, Public-private..., Debt, Corporate Management, Securities, Financial Advisory, Equities, Capital Markets, Investment Banking, Alternative Investments, Fixed Income, Corporate Finance, Syndications, Portfolio Management, Trading, Investments, Emerging Markets, Bonds, Wealth Management, Financial Markets, Investment Advisory, Financial Analysis, Financial Institutions, Credit Risk, Banking, Business Strategy, Asset Managment, Experienced Speaker, Public Speaking, Crisis Management, Strategic Consulting, Real Estate Economics, Asset Allocation, Management, Strategy, Investment Strategies, Public/private..., Risk Management, Financial Services, Strategic Financial..., Commodity
Education
Indiana University - Kelley School of Business 1970 — 1972
MBA, Finance/Marketing
Kenyon College 1966 — 1970
AB, Political Science
University of Michigan 1976 — 1976
Non-degree pgm., Public Finance Institute
Champaign High School 1964 — 1966
Retired July 2013 - Present
First Commons Bank, N. A. April 2009 - Present
First Commons Bank (in organization) 2008 - Present
Bulfinch Condo Assn 2000 - 2010
First Marblehead Corporation April 2005 - April 2007
First Marblehead Education Resources 2005 - 2007
Fidelity Investments August 1999 - January 2003
Fidelity Investments December 1995 - September 1999
Chase Manhattan Bank July 1989 - December 1995
ADP Brokerage Services 1985 - 1989
Skills
Financial Services, Vendor Management, Banking, Operations Management, Strategic Planning, Architecture, Data Center, Asset Managment, Software Development, Infrastructure..., Brokerage, Management Development, ITIL Implementation, Telecommunications..., Global Experience, IT Strategy, Architectures, Asset Management, Enterprise Architecture, Program Management, SDLC, Retirement Villages, Strategy, Information Technology, Business Continuity, Loans, Business Analysis, Outsourcing, IT Operations
Education
Fordham University - Graduate School of Business Administration 1973 — 1975
Master of Business Administration (MBA)
St. Francis College 1965 — 1969
Bachelor of Business Administration (B.B.A.)
Waveland Law Group LLC May 2010 - Present
Stein, Ray & Harris LLP January 2001 - September 2007
Gordon & Glickson LLC March 1998 - January 2001
Winston & Strawn LLP September 1992 - March 1998
Chase Manhattan Bank 1986 - 1989
Skills
Construction Law, Commercial Litigation, Litigation, Arbitration, Civil Litigation, Product Liability, Appeals, Mediation, Alternative Dispute..., Courts, Legal Research, Legal Writing, Public Liability, Professional Liability
Education
Harvard Law School 1989 — 1992
J.D., Law
University of Chicago 1982 — 1986
Bachelor of Arts (B.A.), Economics
Colliers International Tampa Bay Florida, Central Florida, Southwest Florida April 2006 - Present
CCIM Institute 2003 - Present
Chase Manhattan Bank January 2002 - February 2005
Glenview State Bank January 1995 - December 2001
Huntington National Bank November 1983 - December 1995
National Bank of Detroit June 1979 - November 1983
Skills
Commercial Real Estate, Real Estate, Investment Properties, Brokerage, Landlords, Disposition, Real Estate Economics, Real Estate Transactions, Location Intelligence, Leases, Sales, Tenant Representation, CCIM
Education
Hillsdale College 1975 — 1979
Bachelor of Business Administration (BBA), Accounting and Finance
Shore Points Capital 2006 - Present
BNP Paribas 1996 - 2006
Chase Manhattan Bank 1982 - 1996
Skills
Private Equity
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Harvard University 1978 — 1982
Horace Mann School 1972 — 1978
Longship Alternative Asset Management LLC, Hedge Funds 2004 - Present
Hedgeharbor May 2008 - February 2009
Kenmar-Fund of Hedge Funds 2000 - 2003
Goldman Sachs Asset Management ( Commodities Corp. ) 1997 - 1999
Caxton Corporation 1987 - 1995
Chase Manhattan Bank 1985 - 1987
Shearson / Lehman Brothers- Commodity Research 1981 - 1985
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Global Macro, Commodity, Asset Management, Trading, Securities, Equities, Series 63, Portfolio Management, Options, Currency, Fixed Income, Family Office, Technical Analysis, Derivatives, FX Options, Foreign Exchange, Financial Markets, Asset Managment, Series 24, Structured Products, Series 7 - securities..., Series 24 - securities..., Series 3 - futures...
Education
Hofstra University 1979 — 1981
MBA, Banking, Finance
Hofstra University 1975 — 1979
BBA, Finance
JPMorgan Chase & Co. May 2015 - Present
BNY Mellon June 2013 - May 2015
BNY Mellon June 2006 - June 2013
Citi August 2004 - June 2006
Deutsche Bank June 2001 - August 2004
The Bank of New York January 2001 - June 2001
Chase Manhattan Bank June 1994 - December 2000
Skills
Internal Audit, Compliance Testing, Compliance, Regulatory Requirements, Global Regulatory..., Internal Controls, Dodd-Frank, Compliance Regulations, Retail Banking, Corporate Trust, Global Custody, Wealth Management, Transfer Agency, Escheatment, Privacy Compliance, Insider Trading, Anti-corruption, Anti Money Laundering, Auditing, Management
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
Master of Business Administration (MBA), Information & Communications Systems with International Business Designation, 3.8/4.0
St. John's University 1990 — 1994
Bachelor of Science (BS), Accounting, 3.4/4.0
IEX Group, Inc. June 2015 - Present
New York Stock Exchange May 2009 - December 2014
New York Stock Exchange February 2008 - May 2009
New York Stock Exchange January 2006 - February 2008
New York Stock Exchange March 2003 - January 2006
New York Stock Exchange 1999 - March 2003
Chase Manhattan Bank 1997 - 1998
Chase Manhattan Bank 1995 - 1997
Skills
Trading Systems, Equities, Capital Markets, Trading, Electronic Trading, Securities, Operations Management, Risk Management, Market Structure, Strategic Planning, Financial Markets, Financial Services, Low Latency Trading, Product Management, Product Development, Market Data, Strategy, Banking, Investment Banking, Exchange Connectivity, Corporate Actions, Equity Trading, Options, Fixed Income, Derivatives, Back Office, Portfolio Management, Bonds, Emerging Markets, Settlement, Proprietary Trading, Solution Implementation, Risk Assessment, Management
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Banking and Finance, magna cum laude
BNY Mellon April 2013 - April 2015
State Street August 2012 - October 2012
State Street November 2004 - July 2012
State Street May 1998 - November 2004
Chase Manhattan Bank August 1997 - May 1998
Chase Manhattan Bank August 1994 - August 1997
Chase Manhattan Bank July 1992 - August 1994
Chase Manhattan Bank November 1990 - July 1992
Skills
Investments, Financial Services, Mutual Funds, Investment Management, Portfolio Management, Banking, Asset Managment, Fund Accounting, Securities, Mergers, Equities, Asset Management, Alternative Investments, Hedge Funds, Mergers & Acquisitions, ETFs, Global Custody, Management, Due Diligence
Education
Fordham Gabelli School of Business 1988 — 1990
Master of Business Administration (MBA), Investments and Securities
St. Bonaventure University 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
CareFusion October 2013 - Present
CIR Law Offices February 2013 - October 2013
ARS National Services March 2012 - February 2013
Walter Mortgage Company November 2010 - October 2011
Caterpillar Financial Services Corp January 2007 - December 2010
Caterpillar Financial Services Corp January 2005 - July 2007
Caterpillar Financial Services Corp September 2003 - January 2005
Caterpillar Financial Services Corp May 2002 - September 2003
East Iris Studios / Emerald Entertainment / Sound Stage Studios August 1996 - November 2001
Chase Manhattan Bank January 1995 - January 1996
Skills
Financial Analysis, Collections, Customer Service, Six Sigma, Lines Of Credit, Risk Analysis, Customer Relations, Business Relationship..., Direct Sales, Event Management, Account Management, Training, Management, Portfolio Management, Sales, Credit, Negotiation, Process Improvement
Education
University of Phoenix 2003 — 2005
Bachelor of Science, Business Administration 2005
Glendale Community College 1988 — 1989
Assurant Solutions November 2000 - Present
Aon Integramark July 1999 - November 2000
American Bankers Insurance Group August 1993 - July 1999
Chase Manhattan Bank August 1991 - August 1993
Skills
Leadership, Project Execution, Operations Management, Program Management, Quality Management, Strategic Supplier..., Client Services, Problem Solving, Optimization, Six Sigma, Financial Accountability, Project Management, Financial Services, Business Strategy, Business Analysis, Insurance, Third Party..., Outsourcing, Cross-functional Team..., Financial Accounting, Process Improvement, Team Building, Forecasting, CRM, Strategic Planning, Relationship Management, SDLC, TPA, Management, Call Centers, Business Process..., Business Process, Strategy, Vendor Management, Visio, Financial Analysis, Executive Management, Risk Management, Account Management, Analysis, P&L Management, Underwriting, Change Management, Business Intelligence
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2013
MBA, Business Administration
Amherst College 1987 — 1991
BA, Economics
Whirlpool Corporation June 2010 - Present
Whirlpool Corporation May 2008 - June 2010
Whirlpool Corporation July 2007 - April 2008
Whirlpool Corporation July 1989 - June 2006
Chase Manhattan Bank May 1986 - June 1989
McGladrey Hendrickson CPA January 1980 - May 1986
Skills
New Business Development, Auditing, Pricing, Tax, Process Improvement, Leadership, Estate Planning, Financial Reporting, Tax Advisory, Competitive Analysis, Trade Marketing, Forecasting, Pricing Strategy, Project Management, P&L Management, Six Sigma, Cross-functional Team..., Continuous Improvement, Management, Strategy, Product Development
Education
Indiana University - Kelley School of Business 1976 — 1979
BS, accounting
GLG - Gerson Lehrman Group April 2012 - October 2013
GUARDSMARK, LLC July 2008 - January 2010
Freelance January 2006 - July 2008
UBS INTERNATIONAL INC November 2001 - November 2005
MERRILL LYNCH INTERNATIONAL August 1991 - November 2001
CHASE MANHATTAN BANK September 1986 - July 1991
Skills
Human Resources, Microsoft Office, Microsoft Excel, Microsoft Word, Banking, Administrative..., Outlook, Training, Event Management, Sales Management, French, Strategic Planning, Management, Customer Service, Risk Management, Negotiation, Office Management, Budgets, Program Management, Recruiting, New Business Development, System Administration, Research, Employee Relations, Sales, PowerPoint, Team Building, Public Speaking, Process Improvement, Operations Management, Editing, Event Planning, Leadership, Spanish, Interviews, Finance
Education
Georgetown University
Archdiocese of New York May 2012 - Present
The Bank of New York Mellon February 2006 - April 2012
Cohen & Steers February 2003 - January 2005
Lend Lease Real Estate Investments January 2001 - February 2003
Chase Manhattan Bank 1981 - 2001
Bill Rolle & Associates, Advertising and Public Relations May 1975 - August 1979
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA
Georgetown University 1971 — 1975
BA, History
Fordham Prep 1967 — 1971
Crimmins Wealth Management July 2011 - Present
Edelman Financial Services August 2009 - July 2011
DPC Wealth Management December 1998 - August 2009
DPC Wealth Management December 1998 - August 2009
Standard & Poor's 1994 - 1996
Chase Manhattan Bank 1985 - 1994
Skills
Wealth Management, Strategic Financial..., Retirement, Personal Financial..., Investments, Retirement Planning, Financial Services, Wealth, Finance, Wealth Management..., Financial Advisory, Entrepreneurship, Investment Advisory, Personal Finance, Mutual Funds, Asset Allocation, Small Business, Investment Strategies, 401k, Investment Management, Bonds, IRAs, Financial Planners, 401k Rollovers
Education
Fordham Gabelli School of Business 1986 — 1989
MBA, Corporate Finance
Providence College 1981 — 1985
B.S., Business Management
Chaminade High School 1978 — 1981
Mizuho Securities USA Inc. 1990 - Present
Westpac Pollock Government Securities 1986 - 1990
Chase Manhattan Bank 1979 - 1986
Skills
Series 7, Securities, Trading, Bonds, Hedge Funds, Series 63, Investments, FINRA, Fixed Income, Capital Markets, Structured Products, Equities, Bloomberg, Options
Education
Hofstra University 1981 — 1984
MBA, Finance
State University of New York at Stony Brook 1974 — 1978
BS, Biological Sciences
Kenyon Strategic Advisors, LLC May 2013 - Present
Gartner 2000 - 2013
PwC January 1999 - May 2000
Chase Manhattan Bank June 1998 - December 1998
Credit Lyonnais May 1993 - May 1998
Citi (Citicorp - Quotron Systems Subsidiary) June 1987 - May 1993
Sumitomo Mitsui Banking Corporation (The Sumitomo Bank) 1986 - 1987
Citi (Citibank, N.A.) 1981 - 1986
General Motors Corporation 1977 - 1981
U.S. Air Force 1972 - 1977
Skills
Business Process..., Cash Management, Risk Management, Commercial Banking, Business Strategy, Not for Profit, Performance Improvement, Liquidity/Working..., Treasury Management, Operational Risk..., Change Management, Regulatory Compliance, Enterprise Risk..., Leadership, Financial Services, Management, Liquidity Management, Working Capital..., Management Consulting, Strategic Planning, Performance Management, Banking, Thought Leadership, Marketing Strategy, Governance, Executive Management, IT Strategy, Outsourcing, Analytics
Education
University of Kansas
Bachelor of Science (BS), business administration
Georgia College and State University
Master of Business Administration (MBA), Finance
Vintage Senior Living August 2012 - Present
Vintage Senior Living January 2012 - November 2012
University of Phoenix September 1997 - April 2010
University of Phoenix August 1996 - September 1997
Mazda Motor of America, Inc January 1993 - January 1995
Chase Manhattan Bank January 1988 - January 1992
Skills
Senior Care, Assisted Activities, Customer Care, People-oriented, Empathy, Team Building, Sensitivity, Compassion, Long-term Care, Organizational..., Outlook, Word, Social Networking, Time Management, Microsoft Office, Customer Service, Elder Care, Microsoft Word, Healthcare, Public Speaking, Management, Leadership, Training, Coaching, Seniors, Home Care, Conflict Resolution, Employee Training, Leadership Development, Community Outreach, Non-profits, Recruiting, Event Planning, Supervisory Skills, Staff Development, Organizational..., Fundraising, Budgets, Teamwork, Employee Relations, Healthcare Management, Social Services, Policy, Retirement Homes, Critical Thinking, Resume Writing, Interviews, Team Leadership, Adult Education, Program Development
Education
Hofstra University 1986 — 1988
Bachelor of Business Administration (B.B.A.), Business Administration
Capgemini North America April 2000 - Present
Ernst & Young April 1996 - May 2000
Chase Manhattan Bank 1994 - 1996
McDermott Will & Emery 1992 - 1994
Davis Polk & Wardwell LLP 1988 - 1992
Skills
Intellectual Property, IT law, Contract Negotiation, Negotiation, Licensing, Computer Law, Technology Law, Alliance Agreements, Consulting Contracts, Cloud Computing, Alliance Formation, Software Licensing, Corporate Law
Education
New York University School of Law 1985 — 1988
JD, Law
Harvard University 1980 — 1984
AB cum laude, History & Literature
Heritage House Sothebys international Realty January 2008 - Present
United States Consolidation Ltd. June 1997 - December 2005
Meeting Planners Inc. June 1977 - June 1985
Chase Manhattan Bank January 1980 - February 1983
Skills
First Time Home Buyers, Buyer Representation, Listings, Relocation, Short Sales, Waterfront, New Business Development, Presentation Development, Employee Management, Meeting Planning, Direct Sales, Single Family Homes, Condos, Real Estate Negotiating, Appraising, Townhomes, Marketing
Education
Georgia State University
BBA, J Mack Robinson College of Business
University of Tennessee-Knoxville
College of Communication and Information
Currently seeking new project opportunities September 2013 - Present
The Salvation Army Glendale November 2014 - December 2014
Curves for Women - Los Feliz August 2010 - February 2012
Action Figures Convention Staffing & Surveys October 2011 - November 2011
The G Crew April 2011 - June 2011
SpellCasters Showcase March 2006 - March 2009
Playboy Enterprises, Inc. July 2001 - August 2004
The Hot Networks April 1999 - July 2001
Spice Entertainment Networks May 1996 - July 1998
Chase Manhattan Bank May 1985 - May 1994
Skills
Entertainment, Social Networking, Front Office Management..., Event/Travel Planning..., Expense Report..., Organize and Streamline..., Database/File Management, Consumer and Business..., MS Excel, MS Access,..., E-commerce Ad Publishing, Internet Research, Office Equipment..., Stamps.com, FedExShip..., Corporate Gift..., Invoice Verification..., Fundraising, Telecommute
Education
Los Angeles City College 2010 — 2011
Los Angeles Unified School District, Pacoima Skills Center 2010 — 2011
Computer Operations/1; Foundations
Glendale Community College 2004 — 2005
CareScout / Genworth October 2012 - Present
CareScout / Genworth November 2008 - October 2012
Genworth Financial August 2006 - November 2008
Circuit City October 2005 - August 2006
First Data International December 1999 - October 2005
Chase Manhattan Bank October 1998 - December 1999
First Data Corporation - Merchant Services Division April 1993 - October 1998
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Risk Management, Forecasting, Cash Management, Corporate Finance, Mergers, Pricing, Capacity Planning, Operations Management, Expense Management, Financial Reporting, Customer Insight, Web Analytics, Marketing Analytics, Staff Development, Collaboration, Leadership, Relationship Management, Customer Service, Strategic Planning, Problem Solving, Change Management, Competitive Analysis, Business Process..., Insurance, Cross-functional Team..., Mergers & Acquisitions, Accounting, Variance Analysis, Credit, Financial Services, Financial Risk, Process Improvement, Analytics, Executive Management, Enterprise Risk..., Strategy, Credit Cards, Financial Planning
Education
Hofstra University 1997 — 2003
MBA, Finance and Banking
State University of New York College at Oswego 1988 — 1992
BS, Applied Mathematical Economics
Lincoln Financial Group October 2014 - Present
David Ares Financial Group September 2005 - Present
Atlantic Stewardship Bank 2012 - June 2014
American Express Corporate Travel 2002 - 2005
The Bank of New York 2000 - 2002
Chase Manhattan Bank 1997 - 2000
Chase Private Banking 1992 - 1997
Skills
Estate Planning, Finance, Asset Management, Insurance, Mutual Funds, Financial Planners, Asset Managment, Employee Benefits, Financial Services, Leadership, Fixed Annuities, Wealth Management, Investments, Retirement, Securities, Retirement Planning, Management, Marketing
Education
Fordham University 1994 — 2000
B.S, International Marketing
American Cancer Society September 2011 - Present
PC Professor September 2007 - Present
HFTP Florida Gold Coast Chapter September 2010 - September 2011
Online Consulting - ONLC January 1998 - April 2002
Citicorp May 1997 - November 1998
MBNA December 1988 - April 1997
Chase Manhattan Bank July 1987 - November 1988
Skills
Curriculum Development, Team Building, Training, Social Media Marketing, Coaching, Social Media, Event Planning, Microsoft Office, Customer Service, Fundraising, Public Speaking, CRM, Budgets, Leadership, Team Leadership, Networking, Project Planning, Microsoft Word, Advertising, Management, Project Management, System Administration, Recruiting, Non-profits, Access, Outlook, Marketing, Nonprofits, Time Management, PowerPoint, Microsoft Excel, SEO, Strategic Planning, Account Management, Online Advertising, Sales, Leadership Development, SharePoint, Social Networking, Event Management, Hospitality, Marketing Communications, Marketing Strategy, Small Business
Education
Florida Atlantic University 2006 — 2007
International Business
Wilmington University 1995 — 1998
AAS, Business
Exclusive Services May 2008 - Present
Remington Hotels 2015 - 2015
Remington Hotels 2015 - 2015
Hotels.com February 2008 - February 2010
TexasLending.com May 2004 - November 2004
Archon Group 1999 - 2000
Chase Manhattan Bank 1991 - 1999
Sizes Unlimited January 1987 - April 1991
Skills
Management, Sales, Budgets, Process Improvement, Customer Service, Coaching, Public Speaking, Social Media, Strategic Planning, Leadership, Entrepreneurship, Training, Editing, Marketing, Team Building, Social Networking, Fundraising, Social Media Marketing, Program Management, Public Relations, Nonprofits, Leadership Development, Event Planning, Time Management, Microsoft Office, Microsoft Excel
Education
Fisk University 1980 — 1984
Bachelor of Arts (B.A.), Public Administration
Charlotte Amaile High School 1976 — 1980
Diploma, College Prep
University of Phoneix
"DaveBodyFit" Personal Fitness Training 2008 - Present
Associate of Leading Consulting Companies 2001 - Present
David Ruef & Associates September 1990 - 2008
Chase Manhattan Bank January 1988 - September 1990
Skills
Leadership Development, Public Speaking, Coaching, Executive Coaching, Entrepreneurship, Staff Development, Training, Management, Strategy, Workshop Facilitation, Program Management, Management Consulting, Change Management, Personal Training, Employee Training, Organizational...
Education
Harvard University 1980 — 1982
MA, City & Regional Planning
Tufts University 1975 — 1979
BA, Pol. Sci/Econ
DR Horton June 1999 - Present
Chase Manhattan Bank July 1995 - December 1997
Skills
Marketing, Advertising, Budgets, Contract Negotiation, Residential Homes, Sales, Selling, Training, Management, Sales Management, Customer Service, Event Planning, Construction, Direct Mail, Real Estate, Investment Properties, Public Relations, Furniture, Interior Design, Social Media, Online Marketing, Online Lead Generation, Website Updating
Education
North Carolina State University 1992 — 1995
Bachelor of Arts (B.A.), Political Science
Furman University 1991 — 1992
Shorewest Realtors 2012 - Present
University of Phoenix 2010 - Present
National Black MBA Association, Inc. 2008 - 2010
Northwestern Mutual 2006 - 2008
The New York Times 2000 - 2005
The New York Times 1996 - 2000
INROADS/Chicago, Inc. 1992 - 1996
Pan American World Airways, Inc. 1989 - 1991
Kraft Foods, Inc. 1986 - 1988
Chase Manhattan Bank 1983 - 1985
Skills
Strategic Planning, Leadership, Management, Marketing Strategy, Coaching, CRM, Strategic Partnerships, Integrated Marketing, Marketing, Organizational..., Higher Education, Team Building
Education
Howard University
Bachelor of Business Administration (B.B.A.), Accounting
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Marketing
Living In The Coda January 2010 - Present
BarnHouse Enterprises July 1986 - Present
Royal Roads University June 2011 - November 2014
University of Texas at Dallas May 2011 - September 2013
World Learning, Inc. August 1986 - January 1988
Chase Manhattan Bank May 1979 - July 1986
Skills
Leadership Development, Executive Coaching, Change Management, Coaching, Organizational..., Professional..., Cabaret Singer, Program Management, Public Speaking, MBTI, Staff Development, Leadership, Nonprofits, Personal Development, Strategy, Executive Management, Organizational..., Training, Workshop Facilitation, Emotional Intelligence, Strategic Planning, Team Building, Conflict Resolution, Adult Education, Program Development, Teaching, Human Resources, Management Consulting, Management, Career Development, Fundraising, Instructional Design, Career Counseling, Consulting, Executive Development, 360 Feedback, Career Management, Management Development, Organizational Design, Talent Management, Succession Planning, Resume Writing, Employee Engagement, Culture Change, Business Coaching, Performance Management, Training Delivery, Career Assessment, Performance Improvement, Strategic Thinking
Education
Fielding Graduate University 1991 — 1995
Ph.D., Human and Organizational Systems
Fielding Graduate University 1991 — 1993
M.A., Organizational Development
Long Island University, CW Post Center 1974 — 1976
M.S., Counselor Education
Texas Tech University 1967 — 1971
B.A., Social Welfare
Robert G. Cole High School
Chase Manhattan Bank Executive DirectorJ.P. MorganMay 1990 - Present
Skills
Management, Leadership, Strategic Planning, Risk Management, Investments, Financial Analysis, Customer Service, Equities, Portfolio Management, Microsoft Office
Education
Florida State University
Bachelor's degree, International Relations and Affairs
Saxon Securities, LLC June 2015 - Present
Excel Consulting 1993 - Present
Alvarez and Marsal Investment Management October 2014 - May 2015
Alvarez & Marsal June 2012 - October 2014
Green Power Funding Group, LLC 2009 - 2012
ING U.S. Investment Management 2002 - 2009
Chase Manhattan Bank 1972 - 1980
Skills
Corporate Governance, Management Consulting, Crisis Planning &..., Asset Management, Banking, Alternative Investments, Start-ups, Strategy Development, Hedge Funds, Renewable Energy, Risk Management, Private Equity, Quality Improvement, Asset Managment, Management, Strategy, Mergers & Acquisitions, Business Planning, Fixed Income, Restructuring, Equities, Executive Management, Entrepreneurship, Business Strategy, Financial Services, Due Diligence, Portfolio Management, Derivatives, Capital Markets, Asset Allocation, Investments, Investment Management, Venture Capital, Business Development, Strategic Partnerships, Structured Finance, Emerging Markets, Corporate Development, Financial Modeling, Investor Relations, Corporate Finance, Investment Banking, Valuation, Finance, Funding, Financial Structuring, Joint Ventures
Education
New York University - Leonard N. Stern School of Business
Post MBA - Advanced Professional Certificate, Finance
St. John's University
MBA, Accounting
Harvard Business School
Executive Finance Program
Rutger's Graduate School of Banking
Providence College
BS, Management
BANK OF AMERICA August 2011 - April 2015
STERLING NATIONAL BANK August 2009 - September 2010
NETWORK TEMPS, INC. February 2008 - March 2009
HSBC BANK December 2003 - December 2007
WACHOVIA CORPORATION February 2003 - November 2003
FLEET BANK January 2001 - January 2002
CITIBANK June 1997 - December 2001
CHASE MANHATTAN BANK October 1990 - October 1996
Skills
Middle Market, Credit Analysis, Loans, Credit, Underwriting, Cash Management, Liquidity, Sales Process, Wealth Management..., Recruiting, Mergers & Acquisitions, Basel II, Human Resources, Management, Mortgage Underwriting, Financial Institutions, New Business Development, Commercial Real Estate, Operational Risk, Salesforce.com, Banking, Derivatives, Structured Products, ACH, Finance, Treasury Management, Financial Services, Cash Flow, Portfolio Management, Cross Selling, Small Business Lending, Commercial Lending, Lines Of Credit, Commercial Banking, Consumer Lending, Asset Based Lending, Commercial Mortgages, Corporate Finance, Credit Risk, Loan Origination, Retail Banking, Mortgage Banking, Equities, Mortgage Lending, SBA, Relationship Management, Treasury Services, Cash Flow Lending, Sales, Investments
Education
Hofstra University 1982 — 1984
Bachelor of Business Administration, Finance
COMMUNITY ACTIVISM
AIG 2011 - Present
AIG 2007 - 2012
AIG 2004 - 2011
OppenheimerFunds 2002 - 2004
Chase Manhattan Bank 1990 - 1999
Skills
Risk Management, Financial Risk, Strategy, Financial Analysis, Insurance, Underwriting, Banking, Finance, Capital Markets, Change Management, Credit Risk, Operational Risk..., Business Analysis, Business Process..., Analysis, Operations Management, Financial Services, Credit Analysis, Surety, Securities Lending, Operational Efficiency, Customer Service
Education
Wharton School, University of Pennsylvania 1997 — 1999
MBA, Finance
Fordham University
MA and PHD Studies, Economics
State University of New York at Stony Brook
MS and BA, Urban Policy Planning and Social Science Interdisciplinary
Carter Morse & Mathias January 2006 - Present
Spinnaker Group Capital Advisors LLC March 2003 - January 2007
Ernst & Young Corporate Finance September 1998 - February 2003
BNP Paribas April 1997 - February 1998
Chase Manhattan Bank September 1991 - July 1996
Skills
Private Equity, Mergers, Financial Modeling, Due Diligence, Venture Capital, Corporate Finance, Corporate Development, Valuation, Financial Analysis, Investment Banking, Restructuring, Divestitures, Business Valuation, Strategic Planning, Investments, LBO, M&A experience, Capital Markets, Capital Raising, Leveraged Finance, Acquisitions, Private Placements, Asset Based Lending
Education
HEC School of Management / HEC Paris 1997 — 1998
MBA -
New York University - Leonard N. Stern School of Business 1996 — 1998
Master of Business Administration (M.B.A.)
St. Lawrence University 1987 — 1991
BA
The Kent School 1983 — 1987
GreenBook February 2014 - Present
Advertising Research Foundation June 2005 - December 2013
Frost and Sullivan September 2004 - June 2005
The Ouellette Group September 2003 - September 2004
Open Text Corporation July 2002 - August 2003
City Access Providers August 2001 - February 2002
AIG Life Companies December 1999 - August 2001
Chase Manhattan Bank July 1994 - December 1999
Skills
Marketing, Demand Generation, Financial Services, Information Technology, Marketing Strategy, Market Research, Marketing Research, Digital Marketing, Analytics, Email Marketing, Lead Generation, CRM, Strategy, Superior Client Service, Start-ups, Sales, Events, Integrated Marketing, Event Planning, Client Services, Online Advertising
Education
State University of New York at Oswego 1988 — 1992
Bachelor of Arts (BA), Communications
Hofstra University
Bachelor of Arts degree, Communications
St Anthony's High School
Caliber Training Inc. January 2015 - Present
CBIZ MHM, LLC April 2012 - December 2014
Caliber Commercial Corporation 1994 - April 2012
Copelco Leasing 1990 - 1993
PSFS May 1986 - May 1990
First Pennsylvania Bank December 1977 - May 1986
Chase Manhattan Bank August 1971 - December 1977
Skills
Credit Analysis, Credit, Loans, Underwriting, Small Business Lending, Credit Training, Credit Training..., Commercial Lending, Financial Institutions, Risk Management, Financial Risk, Cash Flow, Commercial Banking, Relationship Management, Credit Risk, Financial Structuring, Portfolio Management, Cash Management, Management, Executive Management, Financial Analysis, Financial Services, Mergers & Acquisitions, Finance, Due Diligence, Corporate Finance, Capital Markets, Valuation, Enterprise Risk..., Financial Modeling, Investments, Funding, Banking, Asset Management, Investment Banking, Project Finance, Securities, Strategic Financial..., Treasury Management
Education
Georgetown University 1967 — 1971
BSFS, International Affairs
Columbia University July 2011 - Present
University of California 2006 - 2009
Leonard Jacobson Seminars May 2004 - April 2008
AM 1080 KSCO Radio, Santa Cruz, CA November 2005 - November 2006
Leonard E. Mandel and Company, Bayside, NY April 2001 - April 2004
Consultant 1995 - 2004
Eureka Broadband, New York, NY April 2000 - April 2001
AT&T Local Services, Staten Island, NY April 1996 - April 2000
Chase Manhattan Bank April 1993 - April 1996
Education
Hofstra University
BAS
BNY Mellon 2013 - 2013
Fiserv 1995 - 2011
Nationar Information Services 1994 - 1995
IBM 1993 - 1994
Chase Manhattan Bank 1982 - 1993
Skills
Product Management, Business Analysis, Operations Management, Change Management, Customer Service, Leadership, Problem Solving, User Acceptance Testing, Strategy, Risk Management, Process Improvement, SDLC, Project Management, Banking, E-commerce, Vendor Management, Analysis, Management, Historic Preservation, Finance
Education
Harvard Business School 1980 — 1982
MBA, Emphasis on Operations and Accounting.
Yale University 1974 — 1978
BA, Economics
SunTrust Bank June 2012 - Present
Portfolio Strategies February 2008 - December 2012
Wachovia Securities March 2006 - October 2007
Wachovia Bank, N. A. May 2000 - April 2006
Chase Manhattan Bank 1998 - 2000
JP Morgan Chase Bank 1996 - 2000
Skills
Banking, ACH, Cash Management, Financial Services, Treasury Services, Sales Management, Electronic Funds..., Credit Cards, Product Management, Product Development, Vendor Management, Relationship Management, International Sales, International Banking..., Wire Transfers, Treasury Management, Treasury, Leadership, Risk Management, Cross-functional Team..., Strategic Planning, Commercial Banking, Management, Corporate Finance, Payments, Analysis, Electronic Payments, Internet Banking, Financial Institutions
Education
Fordham University
Bachelor of Arts (B.A.), French, Italian, Education, 3.9
Self-Employed February 2000 - Present
Chase Manhattan Bank 1997 - 2000
Bain & Company 1995 - 1997
The World Bank 1994 - 1995
Deutsche Gesellschaft für Internationale Zusammenarbeit (GIZ) GmbH 1988 - 1993
Financial Times 1986 - 1987
Skills
Team Leadership, Collaborative Problem..., Synthesizing &..., Project Management, Program design &..., Writing / Editing
Education
Georgetown University - The McDonough School of Business
MBA, Business Strategy, Marketing, Management
London School of Economics and Political Science
MSc., Development Economics, Economic History, Sociology of Economic Development
London School of Economics and Political Science
BSc., Political Science, Development Economics, Philosophy of Government
Nikko Asset Management May 2015 - Present
Verplanck Capital February 2013 - May 2015
Russell Investments December 2010 - August 2012
UBS Global Asset Management October 2007 - November 2010
Wilshire Associates August 2004 - October 2007
Commonwealth Bank of Australia September 2002 - July 2004
Commonwealth Bank of Australia August 2001 - September 2002
Deloitte Consulting April 2000 - August 2001
Chase Manhattan Bank May 1998 - March 2000
Chase Manhattan Bank June 1995 - May 1998
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
Master of Business Administration, Finance (Funds Management), 3.8
University of Delaware 1989 — 1992
Bachelor of Science in Business Administration, Finance & Marketing
Penn Biomedical Support February 2011 - Present
Jilward Technologies October 2000 - Present
JILWARD DIVERSIFIED January 2000 - Present
Service Solutions 2012 - 2013
Refinance.com 2007 - 2008
Chase Manhattan Bank March 1991 - October 2000
CHASE MANHATTAN BANK January 1991 - January 2000
Pan American World Airways August 1986 - September 1988
Skills
Mortgage Banking, Mortgage Lending, Loan Origination
Education
Hunter Business School 2010 — 2011
Certificate, Computer Repair Technology w Networking / Introduction To Electronics
Hofstra University 2000 — 2001
Certificate, Web Page Design
F.H. LaGuardia Community College 1971 — 1973
A.A.S., Data Processing
HUNTER BUSINESS SCHOOL
Electronics, Computer Repair Technology; Networking Diploma
LA GUARDIA COMMUNITY COLLEGE
A.A.S. Degree, Data Processing
Girl Scouts Heart of the Hudson, Inc. December 2009 - March 2015
American Cancer Society, Eastern Division May 2009 - October 2009
The Byne Group January 2006 - October 2008
Girl Scout Council of Rockland County, NY January 2003 - December 2004
Mary Ellen Hoffman Event Management, Inc January 1988 - January 2000
Chase Home Mortgage Corp January 1986 - January 1988
Chase Manhattan Bank January 1985 - January 1986
PaineWebber Group, Inc January 1984 - January 1985
Chase Manhattan Bank January 1982 - January 1984
Advertising Information Services, Inc January 1981 - January 1982
Skills
Fundraising, Event Planning, Volunteer Management, Community Outreach, Public Speaking, Event Management, Public Relations, Program Development, Social Media, Grant Writing, Philanthropy, Fundraisers, Grants, Board Development, Media Relations, Editing, Press Releases, Blogging, Strategic Planning, Community Development, Leadership, Marketing, Non-profits, Annual Giving, Management, Nonprofits
Education
Fordham University 1977 — 1981
B.A, Communications
Florida Business Bank August 2015 - Present
Financial Services Company May 2009 - June 2015
Aerotek January 2009 - May 2009
Seacoast National Bank May 2003 - December 2008
Fred Alger Management, Inc. May 1999 - February 2002
Chase Manhattan Bank September 1994 - April 1999
US Trust Company September 1994 - April 1999
Skills
Credit, Mortgage Lending, Loans, Banking, Management, Portfolio Management, Customer Service, Finance, Underwriting, Financial Analysis
Education
Indian River State College 2002 — 2003
KimKonnect October 2009 - Present
Orlando Rental Source June 2012 - December 2014
Incentive Properties February 2012 - July 2012
ISC February 2009 - September 2009
Sales & Management Group January 2008 - May 2009
Organizational Gardener, Inc. April 2005 - April 2008
Ultimate Software November 1999 - April 2005
Chase Manhattan Bank March 1995 - March 1999
Cintas December 1993 - February 1995
Chef America February 1993 - December 1993
Skills
Coaching, Training, Mergers, Start-up Organizations, Organizational..., Human Resources, Management Consulting, Leadership Development, Executive Coaching, Organizational..., Change Management, Consulting, Leadership, Personnel Management, Business Analysis, Employee Relations, Program Management, Marketing, Deferred Compensation, Requirements Analysis, Customer Service, Talent Management, HRIS, Benefits Administration, Business Development, CRM, Employee Training, Management, Mergers & Acquisitions, Strategic Planning
Education
Fielding Graduate University 2003 — 2005
MA, Organizational Development
University of Louisville 1987 — 1990
BS, Personnel Administration & Industrial Relations
Pleasure Ridge Park High School 1984 — 1987
High School Diploma with Honors, Advance Program
UBS Investment Bank May 2008 - May 2011
UBS Securities Co., Ltd August 1996 - May 2008
Chase Manhattan Bank May 1989 - May 1994
Education
Fordham University - Graduate School of Business Administration 1993 — 1995
MBA, Finance
Providence College 1985 — 1989
Bachelor of Science, Finance
Virtustream January 2012 - Present
VMware December 2010 - January 2012
Novell November 2004 - December 2010
Novell January 2004 - November 2004
Novell August 1996 - January 2004
Shark Information Systems June 1994 - August 1996
Chase Manhattan Bank June 1989 - June 1994
Skills
Cloud Computing, VMware, SaaS, Enterprise Software, Virtualization, Data Center, Channel, Novell, Sales Enablement, Solution Selling, Networking, Business Alliances, B2B, Salesforce.com, Go-to-market Strategy, Managed Services, Professional Services, Strategy, Security, Partner Management, Pre-sales, Storage, Software Industry, Selling, Channel Partners, Direct Sales, Account Management
Education
Hofstra University 1989 — 1992
Bachelor of Business Administration, Marketing
Penn Mutual April 2015 - Present
Blue Panda Interactive June 2011 - April 2015
The OptComm Group February 2014 - March 2015
Zenmonics Inc November 2012 - November 2013
TIAA-CREF April 2009 - May 2011
Citi September 2007 - January 2009
Monster Worldwide May 2006 - August 2007
American Express October 1996 - May 2006
Chase Manhattan Bank November 1991 - March 1996
Advanta 1996 - 1996
Skills
Digital Strategy, Digital Marketing, Marketing Management, E-commerce, social media, online marketing, content strategy, CMO, Websites, Online Advertising, Mobile Devices, Social Media, Content Strategy, Competitive Analysis, Online Marketing, Strategy, Social Media Marketing, Integrated Marketing, Cross-functional Team..., Management, Change Management, Leadership, Marketing, Strategic Planning, Mergers & Acquisitions, Marketing Strategy, Business Development, Multi-channel Marketing, Sales, Business Planning, Product Management, Team Building, CRM, Business Strategy, Financial Services, Strategic Partnerships, Social Networking, Analytics, Program Management, Customer Experience, Risk Management, Customer Acquisition, P&L Management, Product Development, User Experience, Start-ups, Executive Management, Process Improvement, Thought Leadership, Entrepreneurship
Education
Hofstra University 1989 — 1993
Masters of Business Administration, Finance, Investments & Banking
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
BS, Finance
Land Trust Alliance 2011 - Present
JVZ Consulting January 1991 - Present
FINRA, EEOC, CommMed-New Haven September 2008 - Present
FINRA 1999 - Present
KardasLarson, LLC January 2013 - December 2014
Mediation Works, Inc 2003 - 2007
Holt 1997 - 2003
Chase Manhattan Bank June 1985 - January 1991
Urban Business Assistance Corporation (UBAC) September 1983 - June 1985
Skills
Mediation, Workshop Facilitation, Staff Development, Conflict Management, Leadership Development, Management, Negotiation, Coaching, Alternative Dispute..., Leadership, Training, Conflict Resolution, Policy, Dispute Resolution, Litigation, Policy Analysis, Nonprofits, Public Speaking, Conflict, Situational Leadership, Arbitration, Management Consulting, Strategic Planning, Process Improvement, Organizational..., Organizational..., Executive Coaching, Consulting, Mergers & Acquisitions, Employment Law, Dispute, Performance Management, Program Management, Succession Planning, Strategy, Government
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA, Finance & Int'l Bus
Harvard University 1973 — 1977
BA, Cross-Cultural studies in Human Behavior
Girls' Latin School 1967 — 1973
College Curriculum
J.P. Morgan June 2008 - Present
Bear Stearns May 2005 - May 2008
Jennison Associates November 1997 - April 2005
Donaldson, Lufkin & Jenrette February 1996 - October 1997
Chase Manhattan Bank June 1993 - June 1994
Chase Manahttan Bank August 1992 - June 1993
Chase Manhattan Bank July 1988 - July 1992
Education
Fordham University
MBA, Finance
Saint John's University
BS, Computer Science
FalconStor Software January 2007 - Present
Computer Associates March 2004 - September 2006
Lucent Technologies February 2001 - February 2004
Chase Manhattan Bank January 2000 - January 2001
Staff Builders September 1991 - December 1999
Skills
Product Management, Product Marketing, Microsoft Office, Adobe Creative Suite, Healthcare, Home Health Agencies, Medicare, Business Process..., FrameMaker, Dreamweaver, Visio, Training, Public Speaking, Microsoft Excel, MBA, Technical Writing, Curriculum Development, PowerPoint, Microsoft Word, Cloud Computing, Storage, Business Development, Virtualization, Project Management, Software Documentation, Enterprise Software, Demand Generation, Multi-channel Marketing, Partner Management, Channel Partners, B2B Marketing, Disaster Recovery, SaaS, Management
Education
Hofstra University 2006 — 2009
MBA, Marketing & International Business
University of South Carolina-Columbia
BA, Political Science / Philosophy
Trivero Group October 2013 - June 2015
Meristem Packaging Company January 2009 - December 2013
Agilis Capital March 2003 - November 2008
Lakefront Capital Investors, Inc. October 1990 - February 2003
Drexel Burnham Lambert August 1988 - September 1990
Chase Manhattan Bank October 1982 - May 1986
Skills
Strategic Planning, Business Strategy, Management, Investments, Mergers & Acquisitions, Leadership, Marketing Strategy, Team Building, Business Development, Cross-functional Team...
Education
Harvard Business School 1986 — 1988
Georgetown University 1978 — 1982
BA, English Literature
UBS June 2013 - Present
eHealth Ontario February 2012 - August 2012
UBS June 2004 - September 2011
Standard & Poor's August 2000 - May 2004
Paine Webber August 1998 - April 2000
Chase Manhattan Bank April 1997 - July 1998
Skills
Recruiting, Technical Recruiting, Applicant Tracking..., Sourcing, Internet Recruiting, Screening, Interviews, Contract Recruitment
Education
Humber College
Credit Suisse January 2015 - Present
Credit Suisse January 2007 - December 2014
DLJ / Credit Suisse February 2000 - December 2006
Chase Manhattan Bank August 1994 - February 2000
Skills
Series 24, Series 7, Series 79, Series 66, FINRA, Private Banking, Uniform Combined State..., Loans, Series 63, Fixed Income, Securities, Equities, Alternative Investments, Hedge Funds, Bloomberg, Derivatives, Capital Markets
Education
Fordham University 1990 — 1994
B.S., Business Administration
Chaminade 1986 — 1990
Barclays Capital March 2007 - Present
JPMorgan 1987 - 2007
JPMorgan Chase 1987 - 2007
Chase Manhattan Bank 1987 - 2007
JP Morgan 1987 - 2007
Skills
Structured Products, Derivatives, Prime Brokerage, Securities Lending, Hedge Funds, Capital Markets, Investments, Investment Banking, Equities, Banking, Fixed Income, Middle Office, Trading, Equity Derivatives, Series 7, Alternative Investments, Portfolio Management, Financial Services, Trading Systems, Securities, Investment Management, Financial Markets, Asset Management, Bloomberg, Bonds, Private Equity, Electronic Trading
Education
Fordham University 1983 — 1987
BA
St. Anthony's HS 1980 — 1983
High School
Hudson City Savings Bank May 2014 - Present
PassPort Real Estate LLC 2012 - April 2014
MetLife 2002 - 2012
KeyBank 1999 - 2002
GE Capital Real Estate 1997 - 1999
UBS 1990 - 1997
Westinghouse Credit Corporation 1988 - 1989
Chase Manhattan Bank 1982 - 1988
Skills
CMBS, Real Estate Economics, Asset Managment, Portfolio Management, Underwriting, Investments, Real Estate, Loans, Valuation, Financial Analysis, Real Estate Financing, Due Diligence, Financial Modeling, Capital Markets, Commercial Mortgages
Education
Florida Agricultural and Mechanical University 1978 — 1982
School of Business & Industry
Half Hollow Hills High School 1976 — 1978
Half Hollow Hills High School East 1976 — 1978
High School Diploma
Blumenthal Consulting November 2009 - Present
JNF February 2005 - September 2009
Jewish National Fund February 2005 - September 2009
JNF 2004 - 2009
Chase Manhattan Bank January 1986 - January 2004
Education
Hofstra University
BS, Computer Science / Engineering
New York Institute of Technology
MBA - Marketing
New York University
Distance & Online Education Techniques
The New School
Juggling
GE Capital Consulting August 2014 - Present
Primerica November 2013 - Present
Nomca Associates LLC May 2012 - Present
UBS Wealth Management July 2010 - September 2012
Credit Suisse January 2001 - June 2010
G.E. Capital September 1999 - December 2000
G.E. Asset Management March 1998 - September 1999
Chase Manhattan Bank December 1997 - February 1998
The Chubb Corporation January 1987 - December 1997
Skills
Trading, Investment Banking, Fixed Income, Securities, Prime Brokerage, Equities, Capital Markets, Hedge Funds, Banking, Derivatives, FX Options, Relationship Management, Treasury Management, Private Equity, Quantitative Analytics, Global Cash Management, Operations Management, New Business Development, Due Diligence, Payment Services, Acquisition Integration, Compliance, Real Estate, Life Insurance
Education
Fordham University 1988 — 1994
Bachelor of Business Administration (BBA)
New York University
Certificate
Murry Bergtraum HS
Trader Classified Media September 1999 - Present
Chase Manhattan Bank 1990 - 1997
Education
Gustavus Adolphus College 1975 — 1978
LEXUS CONSULTING LLC. Mgr. Strategic Business Plan UnitBecton DickinsonApril 1981 - June 1985
Chase Manhattan Bank July 1980 - April 1981
Bristol Myers 1977 - 1980
The Hertz Corporation 1975 - 1977
Coopers & Lybrand 1973 - 1975
Education
Florida Agricultural and Mechanical University 1969 — 1973
Florida Agricultural and Mechanical University
B.S., Accountant
GSB Group LLC August 2012 - Present
Bridgewater Associates January 2012 - June 2012
UBS Wealth Management Americas June 1996 - January 2012
Chase Manhattan Bank March 1995 - June 1996
CS First Boston March 1993 - March 1995
Morgan Stanley 1981 - March 1993
Consultant 1978 - 1981
Salomon Brothers 1977 - 1978
EDS Group 1974 - 1977
Skills
Fixed Income, Management, Hedge Funds, Order Management, Equities, Information Technology, Trading Systems, Investment Banking, Capital Markets, Executive Management, IT Strategy, Program Management, Prime Brokerage, Derivatives, Financial Services, Risk Management, Back Office, Money Market, Relationship Management, Software Project..., Vendor Management, Wealth Management
Education
Hofstra University 1971 — 1974
Bachelor's of Science, Computer Science
Mark's Cafe June 2003 - Present
Chase Manhattan Bank December 1986 - November 1996
Skills
Culinary Skills, Food, Menu Development, Gourmet, Microsoft Office, Customer Service, Restaurants, Social Media Marketing, Retail, Event Planning, Human Resources, Chef, Team Building, Public Speaking, PowerPoint, Social Media, Product Development
Education
Grand Canyon University 2012 — 2015
Master's Degree, Health/Health Care Administration/Management
Grand Canyon University 2012 — 2014
Bachelor's Degree, Nursing
Sacred Heart University 1991 — 1995
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
AIG 2000 - May 2010
J P Morgan Chase 1976 - 2000
Chase Manhattan Bank 1976 - 2000
Chase Home Mortgage 1985 - 1989
Education
Harvard University 1963 — 1967
BA
State Street August 2015 - Present
Citi February 2001 - Present
Merrill Lynch 2000 - February 2001
Number Six 2000 - 2000
Chase Manhattan Bank 1998 - 2000
JP Morgan February 1996 - May 1998
Silverline Industry 1996 - 1997
Silverline Technologies 1996 - 1997
Skills
Trading Systems, SDLC, Business Analysis, Equities, Risk Management, Capital Markets, Management, Financial Services, Project Management, Fixed Income, Vendor Management, Software Project..., Portfolio Management, Derivatives, Requirements Gathering, Investment Banking, IT Strategy, Requirements Analysis, Software Development, PMO, Banking
Education
Indian Institute of Technology, Roorkee 1981 — 1983
Quaesta LLC August 2009 - October 2009
Phoenix Biometrics, Inc. 2007 - August 2009
American Express International 1999 - 2001
Chase Manhattan Bank 1988 - 1998
Education
Harvard Business School 1971 — 1972
MBA, Finance & Marketing
The Johns Hopkins University 1966 — 1970
AB, Social & Behavioral Sciences
Harvard University
WMC Vice PresidentWellington Management Company2005 - Present
JPMorgan Chase 1991 - 2005
JP Morgan 1991 - 2005
JPMorgan 1991 - 2005
Chase Manhattan Bank 1991 - 2005
JP Morgan Chase Bank NA 1991 - 2005
JPMorganChase 1991 - 2005
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
Hofstra University 1989 — 1991
BBA, Banking and Finance
Suffolk County Community College 1988 — 1989
Liberal Arts
University of Maryland College Park 1987 — 1989
Finance
ING Bank NV, New York Representative Office 2001 - Present
U.S. Trust 2003 - 2005
Morgan Stanley 1999 - 2001
Chase Manhattan Bank 1992 - 1999
Skills
Finance, Banking, Capital Markets, Corporate Finance, Credit Risk, Derivatives, Equities, Financial Modeling, Fixed Income, Risk Management, Commercial Banking, Loans, Strategy, Credit, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Master of Business Administration (MBA), Corporate Finance
Hofstra University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Citi July 1997 - Present
Citi Group July 1997 - Present
Citibank July 1997 - Present
Citigroup Global Transaction Services July 1997 - Present
Citigroup 1997 - Present
ISITC 1997 - Present
JPMorgan Chase March 1986 - July 1997
JPMorgan 1986 - 1997
Chase Manhattan Bank 1986 - 1997
Skills
Settlement, Valuation, Securities, Risk Management, Relationship Management, Product Management, Portfolio Management, Payments, Mutual Funds, Middle Office, Key Account..., Hedge Funds, Investment Banking, Global Custody, Fixed Income, Financial Services, Financial Risk, Financial Markets, Equities, Credit Risk, Corporate Actions, Capital Markets, Derivatives, Asset Management, Back Office, Banking, Bonds
Education
Hartwick College 1981 — 1985
Michael J, Indiveri, CPA LLC May 2011 - Present
Retail Opportunity Investments Corp. June 2007 - Present
Hudson Valley Bank May 2013 - June 2015
Amalgamated Bank July 2007 - June 2011
City & Suburban FSB September 1997 - July 2007
New York Federal Savings Bank 1994 - 1997
Savings Bank of Rockland County 1989 - 1994
Chase Manhattan Bank 1982 - 1989
Education
Fordham Gabelli School of Business 1974 — 1977
MBA
Rutgers, The State University of New Jersey-Newark 1970 — 1974
BA, Political Science
Charter One Bank Project ManagerRBS Citizens N.A.2001 - Present
Charter One Bank 2000 - 2007
Resources Global Professionals 1999 - 2001
Chase Manhattan Bank 1990 - 1997
Chase Manhattan Bank 1990 - 1997
Chase Manhattan Corporation 1990 - 1997
Education
Fordham Gabelli School of Business 1992 — 1995
MBA, Finance / Int'l Business
Ohio University 1986 — 1990
Norton High School
Segar Consulting January 2012 - Present
Segar & Son LLC January 1996 - December 2011
Lehman Brothers 1993 - 1994
Chase Manhattan Bank 1990 - 1993
Skills
Investment Properties, Real Estate, Capital and Debt..., Non-Performing Mortgage..., CMBS Market, Loan and..., Real Estate Development, Real Estate Transactions, Real Estate Negotiation, Real Estate Finance, Short Sales, Residential Mortgages, Residential Resale, Real Estate Economics, Portfolio Management, Disposition, Mortgage Lending, Loans, Finance, Residential Homes, Investments, Distressed Debt, Property, CMBS, Commercial Real Estate, Valuation, Real Estate Financing, Leases, Capital Markets, Brokerage, Asset Management, Due Diligence, Dispositions
Education
The College of William and Mary 1987 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General
Hofstra University 1984 — 1987
Finance, General
Trinity
Georgia Regents University July 2013 - Present
City of Augusta January 2006 - July 2013
Sullivan and Company January 1991 - January 1998
Chase Manhattan Bank March 1985 - December 1990
Skills
Public Speaking, Market Research, Event Planning, Non-profits, Strategic Planning, Local Government, Fundraising, Research, Customer Service, Community Outreach, Policy, Government, Analysis, Public Relations, Account Management, Microsoft Office, Refugees, Budgets, Microsoft Excel, PowerPoint, Grants, Program Management, Nonprofits, Social Media, Training, Management, Leadership Development, Project Management, Team Leadership, Grant Writing, Staff Development, Public Administration, Team Building, Organizational..., Economic Development, Policy Analysis, Microsoft Word, Editing, Volunteer Management, Marketing, Human Resources, Leadership, Employee Relations, Higher Education, Community Development, Program Development, Event Management, Project Planning, Outlook, Data Analysis
Education
Georgia State University 1984 — 1985
The University of Georgia 1981 — 1984
BSA, Agricultural Economics
Landmark Management July 1999 - Present
Landmark Management Inc. July 1999 - Present
UBS 1986 - 1999
Chase Manhattan Bank 1984 - 1986
Chase Manhattan Bank 1980 - 1982
Skills
Alternative Investments, Asset Allocation, Private Equity, Asset Management, Portfolio Management, Asset Managment, Capital Markets, Investment Management, Securities, Credit, Fixed Income, Equities, Hedge Funds, Investment Banking, Series 7
Education
Harvard Business School 1982 — 1984
Masters in Business Administration
Wellesley College 1975 — 1979
Bachelor of Arts, History, Economics
Williams College 1977 — 1978
Economics, History
Mutual of America January 2011 - Present
Mutual of America January 2007 - December 2010
Mutual of America March 2005 - December 2006
Mutual of America June 2003 - February 2005
Mutual of America January 2002 - June 2003
Mutual of America June 2001 - January 2002
TD WATERHOUSE INVESTOR SERVICES INC May 2000 - January 2001
E*TRADE SECURITIES, INC January 2000 - April 2000
CHASE MANHATTAN BANK January 1994 - January 2000
GREENPOINT SAVINGS BANK January 1992 - January 1994
Skills
Mutual Funds, Employee Benefits, Series 7, Management, Retirement, Securities, Customer Service, Sales, Finance, Banking, 401k, Series 63, Series 6, Retirement Planning, Auditing, Investments, Pensions, IRAs, Insurance, Asset Allocation, Financial Services, Defined Contribution, Variable Annuities, Roth IRA
Education
Five Towns College 1992 — 1994
Business Management
Hampton University 1990 — 1992
Architecture
Nassau Community College 1990 — 1991
Timberland January 2013 - Present
Timberland April 2008 - December 2012
Timberland April 2007 - April 2008
Gap, Inc February 2006 - April 2007
Gap Inc. January 2003 - February 2006
Chase Manhattan Bank August 1997 - August 1999
Skills
Forecasting, Apparel, Brand Management, Merchandising, Footwear, Brand Development, Wholesale, Fashion, Trend Analysis, Retail
Education
Thunderbird School of Global Management 1999 — 2001
MBA, Marketing
Georgetown University 1993 — 1997
BS, French, Business
Citigroup December 1997 - Present
CitySquash 2005 - 2015
Chase Manhattan Bank May 1996 - November 1997
Chemical Bank November 1991 - May 1996
Manufacturers Hanover Trust October 1983 - November 1991
Skills
Fixed Income, FX Options, Options, Trading, Middle Office, Commodity, Foreign Exchange, Derivatives
Education
Fordham University - Graduate School of Business Administration 1984 — 2001
MBA, Finance
Fordham University 1978 — 1982
BA, Political Science, Italian
Mt. St. Charles Academy 1974 — 1978
HS Diploma
Retired April 2013 - Present
MetLife 2006 - April 2013
Chase Manhattan Bank 1976 - 2008
JPMorgan Chase 2001 - 2005
JP Morgan Chase January 1976 - 2005
Manufactures Hanover 1971 - 1993
Education
Hofstra University 1971 — 1975
Ann Barber Consulting 2001 - Present
Orange County Partnership 1996 - 2001
Fleet Bank 1992 - 1996
Bank of Montreal 1984 - 1992
Chase Manhattan Bank 1982 - 1984
Skills
Operations Improvement, Strategic Planning, Public Speaking, Public Relations, Management Consulting, Leadership, Small Business, Strategy, Start-ups, Leadership Development, Nonprofits, Fundraising, Business Strategy, Organizational..., Entrepreneurship, Business Development, Team Building, Event Planning, Community Outreach
Education
Fordham University - Graduate School of Business Administration 1982 — 1984
MBA, Finance and Financial Management Services
New York Life Insurance Company 2001 - Present
Citigroup 1985 - 2001
Chase Manhattan Bank 1982 - 1985
Skills
Vendor Management, IT Management, ITIL, Disaster Recovery
Education
Hofstra University 1998 — 1999
Communication Infrastructure Management
New York University 1996 — 1998
Business & Information Technology
Audio Recording InstituteNew York UniversityHofstra University
Boomer Capital, LLC March 2007 - Present
BarnHouse Enterprises February 1988 - June 2007
Chase Manhattan Bank May 1979 - July 1986
Education
Fielding Graduate University 1991 — 1995
Guggenheim Partners June 2015 - Present
NYU Stern School of Business 2014 - Present
Jefferies & Company June 2008 - February 2015
Bear Stearns March 1994 - June 2008
BlackRock July 1992 - March 1994
Chase Manhattan Bank August 1987 - July 1990
Skills
Corporate Development, Investment Banking, Business Development, Mergers & Acquisitions, Valuation, Strategic Advisory, Capital Markets, High Yield, Private Placements, Corporate Finance, Private Equity, Hedge Funds, Sell Side, Debt Restructuring, Strategy, Restructuring, Debt Structuring
Education
University of California, Los Angeles - The Anderson School of Management 1990 — 1992
MBA, Finance
Hamilton College 1983 — 1987
BA, International Relations
Mendon Capital June 1996 - Present
Tucker, Anthony Inc 2000 - 2002
Chase Manhattan Bank 1986 - 1996
Skills
Equity Research, Hedge Funds, Portfolio Management, Series 7, Equities, Financial Analysis, Investments, Derivatives, Capital Markets, Asset Management, Financial Modeling, Trading, Securities, Alternative Investments, Private Equity, Fixed Income, Mutual Funds, Wealth Management, Options, Valuation, Investment Banking, Asset Allocation, Investment Strategies, Investment Advisory, Equity Trading, Investor Relations, Bonds, FINRA, Bloomberg, Series 63, Financial Structuring, ETFs, Hedging, Investment Management, Structured Finance, Series 24, Financial Markets, Wealth Management...
Education
Fordham University 1987 — 1988
Master of Business Administration (MBA), Finance, General
Franklin & Marshall College 1982 — 1986
Bachelor of Arts (BA), Business Administration and Management, General
PwC July 1998 - Present
PwC January 1997 - June 1998
PwC July 1991 - December 1996
PwC April 1989 - June 1991
PwC October 1987 - March 1989
PwC January 1986 - September 1987
Chase Manhattan Bank June 1983 - December 1985
Skills
US GAAP, CPA, Internal Controls, GAAP, External Audit, Assurance, Auditing, Big 4, Tax Accounting, Private Companies, Financial Reporting, Management
Education
Hofstra University 1979 — 1983
BBA, Accounting
Derivative Path, Inc. June 2013 - Present
Wells Fargo May 2006 - May 2013
Wachovia Bank April 1995 - April 2006
Chase Manhattan Bank June 1989 - March 1995
Skills
OTC interest rate...
Education
Georgetown University 1985 — 1989
BSBA, Finance, cum laude
J.P. Morgan January 2015 - Present
JP Morgan May 2014 - December 2014
JP Morgan Chase July 2012 - May 2014
Credit Suisse June 2009 - July 2012
Merrill Lynch April 2007 - June 2009
American Express Bank 1999 - 2003
Chase Manhattan Bank 1994 - 1997
Skills
Asset Management
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
Lehigh University - College of Business and Economics 1990 — 1994
Bachelor Science, Finance
Grass River Property November 2013 - Present
Marketfield Asset Management November 2009 - November 2013
AIG Investments May 2005 - November 2009
New York Life Investment Management December 1998 - May 2005
Citicorp Securities March 1997 - December 1998
Deutsche Bank September 1996 - February 1997
TGM Associates (Pension Fund Advisor) October 1993 - August 1996
Chase Manhattan Bank October 1988 - October 1993
Grant Thornton LLP June 1986 - July 1987
Arthur Andersen & Co June 1985 - May 1986
Skills
Asset Management, Portfolio Management, Real Estate, Credit, Capital Markets, Negotiation, Structuring, Origination, Acquisitions, Trading, Dispositions, Management, Asset Managment, Financial Structuring, Commercial Real Estate, CMBS, Investments, Structured Finance, Disposition, Valuation, Due Diligence, Loan Origination
Education
Washington University in St. Louis - Olin Business School 1981 — 1985
BSBA, Majors: Finance, Accounting; Minor: Economics
Fordham University - Graduate School of Business Administration 1987 — 1988
MBA, Finance, Real Estate Finance
ADP, LLC March 2015 - Present
ADP October 2011 - Present
Ogletree, Deakins September 2008 - September 2011
United States Trustee Program January 2008 - May 2008
Georgia State College of Law Low Income Tax Clinic May 2007 - December 2007
Federal Trade Commission August 2006 - December 2006
Prudential Financial, Prudential Bank January 1999 - January 2000
Chase Manhattan Bank January 1990 - January 1998
Skills
Legal Writing, Legal Research, Employment Law, Litigation, Appeals, Management, Civil Litigation, Corporate Law, Courts, Commercial Litigation
Education
Georgia State University College of Law 2005 — 2008
J.D., Law
Lehigh University - College of Business and Economics 1986 — 1990
B.S, Finance, Marketing
Willton Associates, LLC 2004 - Present
Hilb Rogal & Hobbs 1994 - 2004
Chemical Bank 1989 - 1994
Bankers Trust Company 1980 - 1989
Chase Manhattan Bank 1971 - 1980
Skills
Selling, Property, Marketing, Social Media, Residential Homes, Renovation, Real Estate, Listings, Public Relations, New Business Development, Program Management, Contract Negotiation, Small Business, Fundraising, Commercial Insurance, Nonprofits, Budgets, Event Planning, Public Speaking, Sales, Social Media Marketing, Strategic Planning, Trading, Emerging Markets, Apartments, Email Marketing, Advertising, Marketing Strategy, Strategy, Home Staging, Negotiation, Entrepreneurship, Sellers, Condos, Real Estate Transactions, Business Development, Investments, Business Planning, Online Marketing, Start-ups
Education
Harvard University 1967 — 1971
BA, English/Fine Arts
Kent School 1964 — 1967
High School, General
Financial Technology 2014 - Present
Lehman Brothers Holdings Inc. October 2009 - 2014
Citigroup July 2007 - December 2008
Citigroup September 1999 - July 2007
Citibank, N.A. September 1987 - September 1999
Chase Manhattan Bank August 1985 - August 1987
Skills
Financial Structuring, Credit, Derivatives, Capital Markets, Fundraising, Fixed Income, Structured Finance, Structured Products, Securitization, Bonds, Alternative Investments, Credit Risk, Investments, Financial Risk, Portfolio Management, Investment Banking
Education
Georgetown University - The McDonough School of Business
MBA
University of Illinois at Urbana-Champaign
BA
Huddled Masses Media December 2012 - Present
NCC Media September 2009 - December 2012
National Cable Communications June 2007 - September 2009
WorldLink Ventures, Inc February 2006 - June 2007
Hanrahan & Hanrahan, Esqs. November 2004 - February 2006
Zilo Networks, Inc June 2004 - December 2004
Chase Manhattan Bank June 2000 - June 2004
Skills
Media Buying, Media Planning, Television, Advertising Sales, Sales, Creative Direction, Digital Media, Integrated Marketing, Advertising, Mobile Marketing, Online Advertising, Digital Marketing, Digital Strategy, Social Media Marketing, Broadcast, Direct Marketing, New Media, Social Media, Email Marketing, Online Marketing
Education
Fordham University 2001 — 2004
BA, Communications, English
Maria Regina High School 1995 — 1999
Academic
Hatteras Funds January 2014 - Present
Celtic Fields, Inc. November 2008 - December 2013
Smith Breeden Associates March 1999 - November 2008
Smith Breeden Associates June 1993 - March 1998
Smith Breeden Associates July 1992 - June 1993
Chase Manhattan Bank July 1990 - July 1992
Skills
Fixed Income, Bloomberg, Hedge Funds, Asset Management, Portfolio Management, Investments, Derivatives, Financial Modeling, Alternative Investments, Financial Analysis, Mutual Funds, Investment Management, Capital Markets, Corporate Finance, Trading
Education
Fordham University
BS, Busines: Finance/Economics
Autran Systems, Inc. 1981 - Present
Chase Manhattan Bank January 1978 - January 1979
Skills
Banking, Risk Management, Credit Risk, Data Analysis, Business Analysis, Change Management, Project Management, Business Strategy, Portfolio Management, Analysis, Derivatives, Program Management
Education
INSA Lyon 1961 — 1965
Engineer, Nuclear Physics
Co-brand Solutions, LLC 2014 - Present
MasterCard 2006 - 2013
Citibank 2003 - 2005
Citibank 1990 - 2005
Pacific Life 1986 - 1990
Chase Manhattan Bank 1984 - 1986
HSBC 1981 - 1984
Skills
Credit Cards, Loyalty Marketing, Partnership Marketing, Loyalty Programs, Debit Cards, Cross Selling, P&L Management, Leadership, Credit, Program Management, CRM, Executive Management, Vendor Management, Financial Services, Segmentation, Direct Marketing, Marketing, Sales, Strategic Partnerships, Business Development, Customer Acquisition, Payments, Analytics, Relationship Management, Product Marketing, Strategy, Cross-functional Team...
Education
Indiana University Bloomington
Bachelor of Science (B.S.), Marketing/Advertising
University of Rhode Island
MBA, Marketing
Young Americans Center for Financial Education December 2014 - Present
Young Americans Center for Financial Education December 2014 - Present
CCI October 2013 - October 2014
CCI December 2009 - October 2013
The Children's School 2003 - 2005
Time Inc. 1996 - 1998
Sports Illustrated 1992 - 1996
Sports Illustrated 1992 - 1993
Chase Manhattan Bank 1990 - 1990
Marine Midland Bank 1987 - 1990
Skills
Strategic Partnerships, Leadership, Healthcare, Fundraising, Strategic Planning, Nonprofits, Sales, Strategy, Business Development, Program Management, Marketing Communications, Start-ups, Hospitals, Sales Management, Marketing Strategy, Management, New Business Development, Entrepreneurship, Cross-functional Team..., Business Strategy, Competitive Analysis, Management Consulting
Education
Harvard Business School 1990 — 1992
MBA
Georgetown University - The McDonough School of Business 1984 — 1987
BSBA, Finance
Coldwell Banker Hearthside June 2003 - Present
Chase Manhattan Bank October 1982 - August 1996
Education
Fordham University 1982 — 1987
BS, Business Finance
Pace University Counseling Center November 2003 - Present
Private Practice December 1997 - Present
Albert Einstein College of Medicine 1999 - 2008
Montefiore Medical Center 1996 - 2000
Chase Manhattan Bank 1990 - 1992
KPMG Peat Marwick 1984 - 1990
Skills
Psychology, Clinical Psychology, CBT, Mental Health, Psychotherapy, Group Therapy, Psychological Assessment, Management Development, Instructional Design, Corporate Training, Clinical Supervision, Post Traumatic Stress, Life Transitions, Adolescents, Family Therapy, Treatment
Education
Fordham University 1987 — 1996
Doctor of Philosophy (PhD), Counseling Psychology
Teachers College of Columbia University
Master of Arts, Higher Education/Higher Education Administration
Vassar College
Bachelor of Arts (AB), Science, Technology and Society
Liberty Settlement Funding February 2015 - July 2015
G-2 Trading August 2006 - February 2015
Bankers Life and Casualty Company August 2005 - August 2006
Community Capital Bank August 2004 - August 2005
JPMorgan Chase August 2001 - August 2003
JPMorgan Chase March 2001 - August 2001
JPMorgan Chase January 2001 - March 2001
Chase Manhattan Bank May 2000 - August 2000
Skills
Series 7, Analysis, Capital Markets, Equities, Finance, Investments, Strategic Financial..., Derivatives, Options, Risk Management, Trading, Business Development, Credit, Financial Analysis, Financial Markets, Financial Modeling, Financial Planning, Financial Services, Management, Portfolio Management, Sales
Education
Florida Agricultural and Mechanical University 1996 — 2001
Bachelor of Business Administration (BBA), Finance, General
Dolomite Capital Management - an Ashmore Group Company May 2005 - Present
JP Morgan 2001 - 2005
Chase Manhattan Bank 1994 - 2005
Education
Harvard Business School 1988 — 1990
MBA, Business
Rutgers University-New Brunswick 1982 — 1986
BA, Economics
Fordham University Admin AsstChase Manhattan Bank1971 - 1981
Chase Manhattan Bank 1960 - 1980
Claremont Riding Academy 1960 - 1970
Skills
Research, Microsoft Excel, Microsoft Office, PowerPoint, Event Planning, Social Media, Data Analysis, Bloomberg Terminal, SPSS, Non-profits, Microsoft Word, Market Research, Facebook, Public Speaking, Higher Education, Nonprofits, Social Networking, Teaching, Statistics, Economics, Fundraising, Office Administration, Editing
Education
Fordham Gabelli School of Business
St. Pascal Baylon
Island apartment 2010 - Present
Island Spa and Wellness LLC February 2002 - Present
Chase Manhattan Bank January 1987 - November 1989
Skills
Wellness, Therapeutic Massage, Holistic Health, Reflexology, Deep Tissue Massage, Healing, Relaxation, Aromatherapy, Bodywork, Myofascial Release, Trigger Point Therapy, Wellbeing, Swedish, Back Pain, Pain Management, Chronic Pain, Stress, Neck Pain, Injury, Stress Management, Sports Injuries, Rehabilitation, Athletics, Sports, Skin Care, Headaches, Lifestyle, Spa, Supplements, Wellness Coaching, Meditation, Nutritional Counseling, Fitness, Lifestyle Coaching, Alternative Medicine, Nutrition, Chronic Illness, Health Education, Pregnancy, Chair Massage, Thai Massage, Stretching, Yoga, Neuromuscular Therapy, Public Speaking, Microsoft Office, Customer Service, Leadership, Event Planning, Team Building
Education
Gwinnett Technical College 2001 — 2002
Massage Therapy, Massage Therapy/Therapeutic Massage
Indiana University Bloomington 1983 — 1985
Bachelor of Arts (B.A.), Political Science and Government
University of Norte Dame 1981 — 1982
ITOCHU Chemicals America Inc. November 2005 - Present
Buchbinder, Tunick & Co. November 1987 - November 1993
Chase Manhattan Bank March 1980 - August 1986
Skills
Tax Research
Education
New York University - Leonard N. Stern School of Business 1983 — 1987
BS, Accounting
Fordham University 1977 — 1979
Accounting
Eclectic / Encore October 2010 - Present
Stagelt New York March 2008 - July 2010
DRAB to FAB December 2006 - January 2008
Elias Associates May 2004 - January 2008
DOT.COM April 1998 - June 1999
Chase Manhattan Bank July 1996 - May 1998
Denis Peloquin July 1996 - March 1998
Skills
Rare combination of...
Education
Fashion Institute of Technology 2000 — 2004
B.A., Interior Design
École Nationale de Théâtre du Canada 1985 — 1985
Diploma
Universite de Montreal 1977 — 1980
BA in Law, Law
École de Musique Vincent D’Indy
Music, Summa Cum Laude
Verizon Wireless October 2011 - Present
Verizon Wireless September 2007 - October 2011
SetFocus April 2008 - November 2008
Verizon Wireless September 2001 - September 2007
Verizon Wireless September 2001 - August 2007
Chase Manhattan Bank October 2000 - August 2001
Masibus Process Instruments Pvt. Ltd February 1999 - September 2000
Gujarat Electricity February 1998 - February 1999
Skills
SharePoint, Customer Relations, SQL Server, Cognos, Data Mining, Business Objects Data..., Microsoft SQL Server
Education
Villanova University 2009 — 2010
Certification, Certification in Mastering Business Analysis
Villanova University 2008 — 2009
Certification, Certification in Finance and Accounting for the Non-Financial Manager
University of Phoenix 2004 — 2006
MBA, MARKETING
Gujarat University 1996 — 1997
Diploma, Computer Science and Application
Gujarat University 1994 — 1996
MSC, PHYSICS
Central School Ahmedabad
LostLands.Net/SBP Ltd. June 1995 - Present
Chase Manhattan Bank January 1986 - April 1992
Skills
Photography, Digital Photography, Portrait Photography, Photoshop, Commercial Photography, Web Design, Lightroom, Photos, Portraits, Graphic Design, Mac, Adobe Creative Suite, Graphics, Internet Services, QuarkXPress, Image Manipulation, Magazines, Image Editing, Multimedia, Social Networking, Photojournalism, Fine Art Photography, Video
Education
SUNY Cortland 1983 — 1985
Bachelor's degree, Psychology
Hamilton College 1978 — 1981
APASearch February 2015 - Present
TD BANK NA July 2004 - December 2009
Amalgamated Bank March 2000 - July 2004
Chase Manhattan Bank August 1994 - March 2000
Skills
Banking, Loans, Financial Risk, Auditing, Customer Service, Finance, Human Resources, Internal Audit, Internal Controls, Management, Operations Management, Sales, Training, Credit, Budgets, Financial Analysis, Strategic Planning, Microsoft Office, Negotiation, Leadership, Team Building, Marketing
Education
Fordham University
Bachelor of Applied Science (B.A.Sc.), Bus Admin/Marketing
Fordham University Rose Hill Campus
B.S, Business Administration; Business Administration; Marketing
RC WHARTON ASSOCIATES 1990 - Present
WM PITT SOTHEBY'S INT'L 2003 - 2014
POLLOCK & WILLIAMS REAL ESTATE 1995 - 2002
THE DIRECT MARKETING AGENCY INC. 1977 - 1990
CHASE MANHATTAN BANK 1961 - 1977
Skills
Real Estate, Residential, First Time Home Buyers, Negotiation, Single Family Homes, Residential Homes, Relocation, Condos, Sellers, Referrals, Short Sales, Real Estate Transactions
Education
Fordham University 1970 — 1971
MBA, Business Administration and Management, General
KEYPORT HIGH SCHOOL 1952 — 1956
BS MONMOUTH UNIVERSITY, MBA FORDHAM GRADUATE SCHOOL OF BUSINESS
Business, Management, Marketing, and Related Support Services
Federal Street Advisors May 2009 - Present
Federal Street Advisors 2009 - 2011
LongVue Advisors May 2002 - May 2009
Fleet Financial/BancBoston 1987 - 2002
Chase Manhattan Bank 1980 - 1987
Skills
Wealth Management, Asset Allocation, Alternative Investments, Hedge Funds, Investment Advisory, Mutual Funds, Investments, Asset Management, Fixed Income, Portfolio Management, Equities, Investment Management, Estate Planning, Trusts, Wealth, Financial Advisory, Private Banking, Investment Strategies, Retirement Planning, Financial Planners, Strategic Financial..., Wealth Management...
Education
Georgetown University
Master of Arts (MA)
Villanova University
Bachelor of Arts (B.A.)
Cypress Point Capital Management, LLC December 2011 - Present
Soros Fund Management March 2004 - March 2010
Tambour Capital Management January 2001 - June 2003
Monteagle Capital Management March 2000 - August 2000
Graham Capital Management January 1999 - March 2000
Chase Manhattan Bank February 1998 - January 1999
Union Bank of Switzerland August 1996 - February 1998
Skills
Hedge Funds, Alternative Investments, Equities, Global Macro, Equity Research, Bloomberg, Investments, Asset Managment, Fixed Income, Portfolio Management, Fund Of Funds, Capital Markets, Due Diligence, Emerging Markets
Education
Harvard University 1992 — 1996
1996, Governement
The Haverford School 1979 — 1992
UBS 2001 - Present
BONNELL ASSOCIATES LTD September 2000 - April 2001
GMAC September 1998 - March 1999
Union Bank of Switzerland June 1993 - August 1998
Union Bank of Switzerland January 1990 - June 1993
UBS Deutschland January 1989 - January 1990
Union Bank of Switzerland September 1985 - December 1988
Chase Manhattan Bank, U.S. Regional Banking September 1982 - September 1985
Chase Manhattan Bank October 1981 - September 1982
Skills
Financial Analysis, Credit, Finance, Corporate Finance, Investment Banking, Financial Services, Capital Markets, Portfolio Management, Derivatives, Fixed Income, Bloomberg
Education
Harvard College 1975 — 1981
B.A. Magna Cum Laude, German Studies
The Hill School, Pottstown, PA 1971 — 1975
Classic Weddings of Buckhead January 1990 - Present
First National Bank of Atlanta February 1974 - September 1977
Chase Manhattan Bank August 1969 - June 1972
Skills
Wedding Planning
Education
Hofstra University 1966 — 1969
Bachelor of Arts, English
Marymount College, Tarrytown, NY 1965 — 1966
Wisdom Lane, LMHS
BCE Capital, L.P. January 2004 - Present
Avalon EcoPower, LLC January 2010 - June 2011
Heritage Oak Capital Partners, LLC November 2007 - December 2009
KGen Power Management, Inc. May 2004 - March 2007
Alvarez & Marsal, Inc. February 2003 - May 2004
Bank of America Securities, Limited April 2001 - July 2002
Bank of America 1994 - March 2001
Chase Manhattan Bank 1985 - 1994
Skills
Due Diligence, Financial Modeling, Management Consulting, Strategy, Business Strategy, Strategic Planning, Business Planning, Entrepreneurship, Start-ups, Business Development, Program Management, Competitive Analysis, Energy, Finance, Corporate Development
Education
Georgetown University 1982 — 1984
Masters of Science, International Business
University of California, Los Angeles 1977 — 1981
Bachelor of Arts, Political Science
Meridian Health Network February 2010 - Present
JPMorgan Chase July 1993 - May 2007
Chase Manhattan Bank November 1989 - July 1993
Skills
NJ EMT, Spanish, ACLS, PALS, PHTLS, TNCC, Clinical Ladder Scholar, K-12 Education
Education
Seton Hall University 2008 — 2009
BS, Nursing
Georgian Court University 2003 — 2004
Bachelor of Education (B.Ed.), Spanish Language Teacher Education, K - 12
Saint John's University 1992 — 1996
BS, Computer Science
Dianna Soler, Law Office August 2014 - Present
BBVA Puerto Rico, up to merger in Oriental Bank August 2000 - February 2013
Popular, Inc. 1998 - 2000
Chase Manhattan Bank 1994 - 1998
Citibank 1990 - 1994
University of Puerto Rico School of Law 1986 - 1991
Fiddler Gonzalez & Rodriguez 1988 - 1990
United States District Court, District of Puerto Rico 1985 - 1988
Tribunal Supremo de Puerto Rico 1983 - 1984
Skills
Banking, Banking Law, Corporate Law, Compliance, Legal Compliance, Anti Money Laundering, Board of Directors, Board Governance, Tax Law, Financial Law, Real Estate, Contract Negotiation, Employment Contracts, Drafting Policies, Legal Research, Legal Assistance, Legal Documents, General Corporate..., Management Of Outside..., Notary, Dodd-Frank, Sarbanes-Oxley Act, Financial Regulation, Notary Public, Corporate Governance
Education
Georgetown University Law Center 1984 — 1985
Master of Laws (LL.M.), Taxation Law
University of Puerto Rico School of Law 1980 — 1983
Juris Doctor
University of Puerto Rico 1977 — 1980
Psychology, Psychology
University of Puerto Rico High School 1974 — 1977
High School Degree
University of Puerto Rico, Mayaguez
Certification pertaining to management and funding requests for non-profit organizations, Certification two months course
FirstBank Virgin Islands October 2002 - Present
JPMorgan Chase August 1999 - October 2002
JPMorgan Chase December 1995 - August 1999
Chase Manhattan Bank March 1995 - December 1995
Chase Manhattan Bank August 1992 - March 1995
Skills
FiServ/Checkfree..., Business Objects, Microsoft Office, HP Service Manager, Crystal Reports, APPRO Consumer Credit..., SQL
Education
University of California – Irvine Extension 2010 — 2012
Certificate, Business Analysis
Howard University 1988 — 1992
Bachelor of Business Administration (BBA), Computer Based Information Systems
Aon Hewitt November 2013 - Present
LifeCare April 1998 - May 2012
Comp-U-Card November 1996 - January 1997
Chase Manhattan Bank January 1996 - January 1997
Bradlees January 1993 - January 1996
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Internet, Counseling Psychology, Microsoft Office
Education
Post University
Master, Human Services; Counseling2010
Saint Leo UniversitySaint
Bachelor of Arts, Criminal Justice2003
Branford Hall Career Institute
Housatonic Community College
Associate Degree, General Studies
21st Century Insurance 2000 - 2008
Allstate 1999 - 2000
Progressive Insurance 1978 - 1996
Golden Rule Insurance 1976 - 1978
Chase Manhattan Bank 1976 - 1976
Citi 1976 - 1976
Management Consulting - Cantor Associates 1971 - 1974
Education
Harvard Business School
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania
Bachelor's Degree, Experimental Psychology