Chase Manhattan Bank, N.A.
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Chase Manhattan Bank, N.A. Employees
Viking Consulting Services Group, LLC 2013 - Present
JP Morgan Securities 2008 - 2013
Bear Stearns Securities Corp January 2006 - March 2008
Goldman Sachs August 1999 - January 2006
Lutheran Brotherhood February 1998 - August 1999
Goldman Sachs June 1991 - February 1998
Chase Manhattan Bank, NA September 1985 - June 1991
Bankers Trust Company January 1983 - September 1985
Chase Manhattan Bank, NA July 1977 - January 1983
Skills
Program Management, CRM, Management, Product Development, Project Management, Marketing, Leadership, Consulting, Employee Benefits, Training, Auditing, Analysis, Sales, Analytics, Insurance, Private Equity, Alternative Investments, Social Media, Budgets, Business Process..., Strategy, Strategic Planning, Integration
Education
Adelphi University
Master of Business Administration (M.B.A.), Corporate Finance
Gettysburg College 1971 — 1975
Bachelor of Arts (B.A.), Biology, General
KeyBank March 2008 - Present
Fleet Bank September 1996 - October 2001
Chase Manhattan Bank, N.A. September 1985 - September 1996
Skills
Commercial Banking, Banking, Portfolio Management, Cash Management, Treasury Services, Leadership, Treasury Management, Loans, Credit, Consumer Lending, Cross Selling, Executive Management, Financial Risk, Management, Project Management, Coaching, ACH, Accounting, Deposits, Finance, Internet Banking, Payments, Risk Management, Sales, Team Building, Training, Treasury, Retail Banking
Education
Siena College 1985 — 1990
Business Courses
BP September 2013 - Present
Whitten-Kellman Enterprises January 2005 - Present
BP September 2008 - September 2013
JPMorgan May 2002 - November 2007
US Bank February 2000 - May 2002
Adecco July 1999 - February 2000
Olsten Staffing January 1984 - July 1999
United Cerebral Palsy of New York City July 1998 - June 1999
Chase Manhattan Bank, NA 1996 - 1998
Chemical Bank 1995 - 1996
Education
University of Phoenix 2011 — 2013
Bachelor of Science (BS), Management
International Association of Administrative Professionals 2004 — 2005
CAP, Certified Administrative Professional
International Association of Administrative Professionals 2004 — 2004
CPS, Certified Professional Secretary
St. Joseph's College 1996 — 1997
Wilberforce University 1978 — 1979
John Jay High School 1975 — 1978
Criminal Law
Sagemark Consulting October 2008 - Present
AT&T March 1999 - February 2007
Citi Bank August 1995 - March 1999
Chase Manhattan Bank, N.A. 1989 - 1995
Skills
Portfolio Management, Finance, Mutual Funds, Sales, Series 7, Investments, Retirement, Investment Advisory
Education
University of Rochester - Simon Business School 1988 — 1991
MBA, Finance Entrepreneurship
L&H Dynamic Business Solutions LLC December 2012 - Present
Direct Energy July 2011 - October 2012
Clockwork Home Services, Inc October 2009 - June 2011
Financial Insurance Management Corporation January 2006 - October 2009
Citigroup January 2000 - January 2006
MBNA America Bank January 1993 - January 2000
Chase Manhattan Bank N.A January 1989 - January 1993
Skills
Marketing Strategy, Marketing, New Business Development, Strategic Planning, Email Marketing, Franchise Consulting, Strategy, Business Development, Business Planning, CRM, Small Business, Direct Marketing, Online Advertising, Team Building, Digital Marketing, Market Analysis, Sales, Management, Market Planning, Strategic Partnerships, Business Strategy, Advertising, P&L Management, Contract Negotiation, Leadership, Marketing Management, Sales Management, Account Management, Product Development, Product Management, Training, Retail, Customer Satisfaction, Brand Management, Sales Process, B2B, Start-ups, Lead Generation, Sales Operations, Customer Service
Education
University of Delaware 1988 — 1993
Bachelor of Arts (BA), Political Science and Government
University of Delaware
B.A, Political Science
Salesianum High School 1981 — 1984
Novo Senior Living Properties LLC January 2014 - Present
Straightline Merchant Capital, LLC February 2010 - Present
Spirit Finance 2003 - 2010
FFCA / GE Capital Franchise Finance 1994 - 2001
Chase Manhattan Bank, NA 1989 - 1992
Skills
Real Estate Investment, Mergers, Strategic Planning, Debt Structuring, Sales Management, Investor Relations, Negotiating Contracts, Building Strong Teams, Contract Negotiation, Debt Restructuring, Mergers & Acquisitions, Real Estate Transactions, Investment Properties, Negotiation, Credit, High Performance Teams, Disposition, Sales, Loans, Acquisitions, Due Diligence, Finance, Financial Modeling, Portfolio Management, Real Estate Economics, Valuation, Financial Analysis, Financial Structuring, Private Equity, Real Estate Development, Commercial Lending, Leases, Asset Management, Mortgage Lending, Real Estate Financing, Dispositions
Education
Washington University in St. Louis 1992 — 1994
MBA, Finance
Boston University 1985 — 1989
BA, Economics, Philosophy
Enovity Inc. May 2010 - Present
The Ferreira Group February 2008 - April 2010
Siemens Building Technologies, Inc February 2001 - January 2008
Siemens Building Technologies February 1997 - February 2001
Siemens Building Technologies January 1995 - February 1997
Chase Manhattan Bank, NA August 1989 - January 1995
Drexel Burnham Lambert, Inc May 1986 - July 1989
Van Tents, Inc February 1985 - April 1986
Westchester Medical Center January 1984 - January 1985
Skills
Building Automation, HVAC, Commissioning, Energy, Construction Management, Retro-Commissioning, Energy Audits, Energy Management, HVAC Controls, Energy Efficiency, Energy Conservation, Certified Energy Manager, LEED, Building Management..., Engineering
Education
Boston University 1979 — 1983
B.S, Mechanical Engineering
Landmark Education
Relayware September 2015 - Present
Net@Work November 2012 - June 2015
GROUP Business Software AG April 2011 - October 2012
Relavis Corporation January 1998 - June 2011
MFJ International November 1993 - January 1998
Chase Manhattan Bank NA March 1992 - November 1993
Price Waterhouse June 1991 - September 1991
Westvaco Corporation January 1990 - May 1991
Guilford Mills, Inc September 1988 - January 1990
Guilford Mills, Inc August 1987 - September 1988
Skills
CRM, Business Analysis, Project Management, Professional Services, Team Leadership, Lotus Notes, Lotus Domino, Technical Support, Hands-on Training, Management, Program Management, Enterprise Software, Customer Relationship..., Integration, Strategy, Networking, Cloud Computing, Training, Quality Control, Leadership, SaaS, Sales Operations, Creative Solutions, Design Documents, IT Management, Account Management, Salesforce.com, SharePoint, Software Training, Sage CRM, Editing, Writing, Proofreading
Education
LIU Post 1978 — 1982
B.A., Environmental Conservation, Political Science
Grumman Data Systems Institute 1985 — 1986
Certificate, Computer Programming
Baldwin Senior High School 1975 — 1978
CARL SCHURZ SCHOOL September 2014 - Present
AMERICAN INTERNATIONAL WOMEN’S CLUB, e.V. April 2013 - Present
OPENBARE BASISSCHOOL BLARICUM 2009 - 2011
OPENBARE BASISSCHOOL BLARICUM 2005 - 2011
U.S. CONSULATE 1997 - 2011
OPENBARE BASISSCHOOL BLARICUM 2004 - 2009
COLEGIO MIRAFLORES 2000 - 2004
ATC TRUSTEES 1994 - 1997
CHASE MANHATTAN BANK, N.A. 1994 - 1994
EXECUTIVE MANAGEMENT TRUST B.V. 1990 - 1993
Skills
Public Speaking, Fundraising, Strategy, Research, Entrepreneurship, Mergers & Acquisitions, Marketing Communications, Due Diligence, Business Strategy, Strategic Partnerships
Education
Vassar College 1985 — 1988
Bachelor's Degree, Economics
Harvard University
Kent School
High School
Legal Services September 2012 - Present
Winstead PC February 2010 - September 2012
Winston & Strawn LLP January 2008 - February 2010
Kennedy, Covington, Lobdell & Hickman (now K&L Gates) January 2005 - January 2008
Mayer Brown October 2000 - January 2005
McGuireWoods July 1997 - October 2000
Shearman & Sterling LLP September 1994 - July 1997
Morgan Guaranty Trust Company of New York April 1989 - July 1991
Chase Manhattan Bank, N.A. December 1986 - April 1989
Skills
Corporate Law, Finance, Corporate Finance, Business Development, Recruiting, Management, Structured Finance, Financial Services
Education
Case Western Reserve University School of Law 1991 — 1994
Doctor of Law (J.D.)
Tulane University 1982 — 1986
Bachelor of Arts (B.A.), International Relations
Dickinson Center for European Studies 1984 — 1985
Study Abroad, Bologna, Italy, Economics
Verizon January 2015 - Present
Cushman & Wakefield March 2013 - January 2015
DCAK-MSA Architecture May 2008 - March 2013
Archdiocese of New York Building Commission May 2012 - February 2013
Jordan Rosenberg Architect June 2007 - May 2008
Frank E. Hall Architects December 2005 - June 2007
RSC Architects 1997 - 2005
The Multi-Care Companies, Inc. 1995 - 1996
CHASE Manhattan Bank, N.A. 1982 - 1984
Skills
AutoCAD, Microsoft Office, Excel, PowerPoint, Sustainable Design, Construction Management, CAD, Construction Documents, Submittals, Space-planning, Project Management, Space planning, Microsoft Excel, Interior Design, Construction, Interior Architecture, Design Research, Architectural Drawings, Construction Drawings, Historic Preservation, Zoning
Education
New York Institute of Technology-Old Westbury 1979 — 1982
BA, Architecture
Dutchess Community College 1977 — 1979
Associates Degree, Architectural Technology
Bio Wellness, Inc. 2006 - Present
Bingham Brook Partners LLC 2002 - Present
Center for Canine Behavior Studies (The Simon Foundation, Inc.) 2014 - Present
Center for Canine Behavior Studies (The Simon Foundation, Inc.) 2014 - Present
Longjian River Health Products 2003 - 2006
Chase Manhattan Asia Limited 1991 - 1995
Chase Manhattan Bank, NA 1989 - 1995
Janelli & Associates, Inc. 1980 - 1989
Manufacturers Hanover Trust Company 1974 - 1979
Manufacturers Hanover Trust 1970 - 1974
Skills
Policy, Mergers & Acquisitions, Entrepreneurship, Business Development, Public Speaking, Leadership, Mergers, Fundraising, Corporate Finance, Financial Services, Wellness, Marketing Strategy, Strategic Partnerships, Social Media, New Business Development, Strategy, Nonprofits, Marketing, Small Business, Start-ups, Training, Management, Healthcare, Business Strategy, Nutrition, Social Networking, Strategic Planning, Business Planning
Education
Lake Forest College 1971 — 1974
BA, Political Science
Salisbury School
High School, Football, wrestling
Middlesex County Office of Workforce Development November 2013 - Present
Various School Districts September 2007 - November 2013
Middlesex Regional Educational Services Commission October 2009 - June 2012
Chase Manhattan Bank, N.A. June 1978 - January 1996
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Strategic Planning, Administrative..., Team Building, Teaching, Research, Office Management, Data Entry, Leadership, Project Planning
Education
City University of New York-Brooklyn College
B.A.
Katharine Gibbs School
St. Agnes Serminary
High School
GSPS Cardiovascular Surgical Assoc. September 2012 - Present
The Chester County Hospital February 2011 - August 2012
The Chester County Hospital September 2001 - January 2011
Lehigh Valley Health Network August 1998 - August 2001
Chase Manhattan Bank, N.A. October 1981 - January 1984
Skills
Healthcare Management, Cardiac Surgery, Clinical Research, Hospitals, Healthcare, Thoracic
Education
NYU Medical Center 1996 — 1998
Junior and Senior Fellowship, Thoracic & Cardiovascular Surgery
NYU Medical Center 1990 — 1996
Residency and Chief Residency, General Surgery Residency Program
Columbia University, College of Physicians & Surgeons 1986 — 1990
MD
Boston University 1976 — 1981
Bachelor of Arts (B.A.), Economics
Rosengard & Associates 2008 - Present
Societe Generale 2007 - 2008
Union Bank Of CA 2001 - 2005
Federal Reserve Bank of San Francisco 1995 - 2000
Lise Rosengard & Associates 1993 - 1995
MTB Banking Corporation 1988 - 1992
Chase Manhattan Bank, N.A. 1986 - 1988
Skills
Risk Assessment, Banking, Internal Audit, AML, OFAC, USA PATRIOT Act, KYC, Risk Management, Financial Regulation, Finance, Compliance, Compliance Training, Investment Banking, Bank Secrecy Act, Due Diligence, Corporate Governance, Fraud, Credit Risk, Credit, Enterprise Risk..., Asset Management, Financial Services, Program Management, Operational Risk, Securities, FINRA, Policy Writing, Regulatory Supervison, Global Governance, Consumer Compliance, Corporate Compliance, Sanction, Capital Markets, Anti Money Laundering, Financial Risk
Education
San Diego State University-California State University 1976 — 1980
BA-Liberal Studies, Pre-Law Studies
PGB Trust and Investments of Delaware 2012 - Present
PGB Trust and Investments of Delaware 2012 - Present
US Trust, Bank of America 2002 - 2012
First Union Capital Managment Group March 1999 - March 2003
PNC March 1997 - March 1999
Citibank, N.A. February 1994 - March 1997
Chase Manhattan Bank, N.A. June 1984 - February 1994
Skills
Management, Team Building, Sales, Risk Management, Strategic Planning, New Business Development, Financial Planning, Sales Management, Investments, Wealth Management, Banking, Portfolio Management, Finance, Financial Services, Business Development, Asset Management, Public Speaking, Trusts, Relationship Management, Credit
Education
Rutgers University-New Brunswick 1980 — 1984
Bachelor of Arts (B.A.), Psychology
Rutgers University-New Brunswick 1980 — 1984
Bachelor of Arts (B.A.), Psychology
New Providence High School 1976 — 1980
High School Degree, College/University Preparatory and Advanced High School/Secondary Diploma Program
ACCOUNTANCY CONSULTANTS of New Jersey, LLC/Barnegat CPA Tax Services October 1992 - Present
LONZA, Inc. 1986 - 2001
Nabisco Brands, Inc. 1977 - 1986
Price Waterhouse & Co. 1973 - 1976
Chase Manhattan Bank, N.A. 1971 - 1972
Skills
Small Business, Financial Reporting, Tax Preparation, Auditing, QuickBooks, Accounting, Bookkeeping, Tax, Financial Analysis, Tax Returns, Strategic Financial..., Sales Tax, Income Tax, Managerial Finance, Strategic Planning, CPA, Mergers & Acquisitions, Budgets, General Ledger, Internal Audit, Financial Statements, Business Planning
Education
St. John's University 1971 — 1973
M.B.A., Public Accounting
Monmouth College 1968 — 1971
A.A. & B.S., Business Administration
University of Toledo 1966 — 1968
Pharmacy/Pre-Dental
Clifton High School 1963 — 1966
RRMS Advisors, LLC March 2008 - Present
American Express February 2010 - August 2011
Credit Suisse July 2003 - October 2007
Citibank / Citigroup May 1987 - December 2002
Chase Manhattan Bank, NA August 1982 - May 1987
Richmond Hill Savings Bank (Now Capital One) 1979 - 1982
Skills
Residential Mortgages, Operations Management, MBS, Credit Risk, Capital Markets, Financial Risk, Fixed Income, Operational Risk..., Investment Banking, Securitization, Securities, Banking, Portfolio Management, Financial Services, Bonds, Default Management, Residential Mortgage..., Loss Mitigation, Human Capital..., Continuous Process..., Performance Benchmarking, Quality Management, Auditing, Leadership, Executive Management, Program Management, Management, Finance, Structured Finance, Project Finance, Loans, Corporate Finance, Valuation, Trading, Financial Institutions, Structured Products, Financial Structuring, Hedge Funds
Education
St. John's University, The Peter J. Tobin College of Business 1981 — 1991
MBA; APC, Banking & Finance; Accounting
Queens College 1976 — 1981
BA, English - Writing
Philips Healthcare December 2014 - Present
Telstra July 2012 - July 2014
JP Morgan Chase March 2011 - July 2012
JPMorgan Chase November 2007 - March 2011
SanDisk February 2006 - November 2007
Connextions January 2004 - February 2006
Convergys September 2001 - September 2003
Super Pet Center June 1991 - July 2001
Chase Manhattan Bank, N.A. January 1991 - July 1993
Banco De Ponce January 1986 - May 1989
Skills
BPO, Call Center, Outsourcing, Management, Performance Management, Offshoring, Workforce Management, Vendor Management, Customer Experience, Contact Centers, Process Improvement, Service Delivery, Operations Management, Call Center Development, Sla, Inbound Marketing, Customer Satisfaction, Business Process..., Business Analysis, Change Management, Team Management, IVR, Program Management, Strategy, Risk Management, Operational Excellence, Call Centers, Telecommunications, Technical Support, Team Leadership, CRM, Avaya, Leadership, Cross-functional Team..., Customer Retention, Project Delivery, Business Transformation, Stakeholder Management, Business Process, Transition Management, PMO, Relationship Management, Project Portfolio..., Resource Management, Executive Management, Capacity Planning, Outsourcing Management
Education
Devry University 2001 — 2003
BS, BS in Information Technology Management
Inter-American University of Puerto Rico-Metropolitan Campus 1982 — 1986
BS, BS in Computer Information Systems (Minor in Business Management)
Netstar-1 Government Services 2007 - Present
Goldman Sachs & Co 1987 - 1994
Chase Manhattan Bank, NA 1982 - 1987
Skills
Resource Management, Telecommunications..., Risk Management, Project Planning, Data Center, Integration, Change Management, MS Project, Information Technology, Wireless Networking, Management, IP, IT Strategy, Vendor Management, Process Improvement, Software Project..., Disaster Recovery, Telecommunications, PMO, Wireless, SDLC, Team Leadership, Program Management, Managed Services, ITIL, Call Centers, IT Management, Cisco Technologies, Enterprise Software, Visio, Training, Infrastructure, IT Service Management, Project Management, Outsourcing, Project Portfolio..., Service Delivery, VoIP, PMP, Product Management, Project Delivery, Business Analysis, Enterprise Architecture, Business Process, Security, IT Operations, Business Process..., Leadership, Troubleshooting, Pre-sales
Education
Keller Graduate School of Management of DeVry University 2007 — 2008
MPM, Project management
DeVry University 2006 — 2007
BS, Technical Management
Mercy College 1996 - Present
SJS Holdings, LLC 2003 - 2008
Bear, Stearns & Co., Inc. 2000 - 2003
Goldman Sachs & Co. 1997 - 2000
Dominick & Dominick Futures Inc. 1991 - 1996
Chase Manhattan Bank, NA 1987 - 1990
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Iona College
Bachelor of Business Administration
Georgetown University
Richards Brandt Miller & Nelson June 2013 - Present
Mohrman & Schofield PC April 2008 - June 2013
Fidelity National Information Services July 2002 - April 2008
PricewaterhouseCoopers July 2001 - July 2002
Flexpoint Sensor Systems, Inc. March 1999 - May 2001
Best Images Photography October 1995 - August 1998
Chase Manhattan Bank, N.A. August 1988 - September 1995
Lincoln First Bank, N.A. October 1982 - August 1988
Skills
Notary Public, PHR, Management, Administration, Employee Benefits, Human Resources, Payroll, Recruiting, Accounts Payable, Accounts Receivable, Accounting, Invoicing, Personnel Management, Outlook, Financial Statements
Education
Monroe Community College
Business
Delta Development Group, Inc. April 1997 - Present
Harrisburg International Airport August 1996 - January 2009
Dauphin Deposit Bank March 1986 - March 1997
Chase Manhattan Bank, NA August 1983 - February 1986
Skills
Real Estate, Strategic Planning, Marketing, Marketing Strategy, Budgets, Public Speaking, Leadership, New Business Development, Event Planning, Business Strategy, Small Business, Accounting, Contract Negotiation, Project Planning, Project Management, Team Building, Mergers & Acquisitions, Government, Program Management
Education
Messiah College 1979 — 1983
BS, Accounting
Garden City High School 1976 — 1979
Analytics, Inc. 1991 - Present
American Land Company, Inc. 1980 - 1991
Chase Manhattan Bank, N.A. 1976 - 1978
Skills
Business Valuation, Business Appraisals, Workouts, Turnaround Experience, Valuation, Bankruptcy, Expert Witness, Business Strategy, Consulting, Corporate Finance, Finance, Forensic Accounting, Forensic Economics
Education
Harvard Business School 1978 — 1980
Master of Business Administration (M.B.A.)
The New School 1977 — 1978
Economics
New York University 1976 — 1977
Finance
Wheaton College 1973 — 1976
Bachelor’s Degree, Economics, Honors
KB Consulting January 2003 - July 2015
Tides Foundation / Tides Center 1997 - 2002
Consultant 1994 - 1997
Katalysis North/South Development Partnership 1990 - 1993
The Good Faith Fund 1990 - 1990
The World Bank 1989 - 1989
International Development Exchange 1986 - 1988
Chase Manhattan Bank, N.A. 1983 - 1986
Skills
Philanthropy, Non-profits, Grants, Grant Writing, Nonprofits, Fundraising, Community Outreach, Program Development, Public Speaking, Program Management, Program Evaluation, Volunteer Management, Capacity Building, Public Policy, Community Development, Board Development
Education
Massachusetts Institute of Technology 1988 — 1990
Master's degree, City/Urban, Community and Regional Planning
Stanford University 1979 — 1982
Bachelor of Arts (B.A.), Economics
Stanford-in-France 1981 — 1981
Language, History, and Economics
University of California, Los Angeles 1978 — 1978
Psychology and Economics
Flackman, Goodman & Potter, P.A. 2008 - Present
Radiology Associates of Ridgewood, PA 2000 - 2010
S.H. Molinari, Inc. 2002 - 2006
Valley Pediatrics Associates, PA 1990 - 2000
Office of Thrift Supervision 1989 - 1990
Chase Manhattan Bank, N.A. 1987 - 1989
Skills
QuickBooks, Peachtree, Microsoft Office, CCH Practice Management, CCH Prosystems Tax, Adobe Acrobat, ADP Payroll, Paycheck payroll, Consolidated Human..., Intuit Information..., Fixed Asset Manager, Quicken, BNA Tax and Accounting..., Microsoft Excel, Accounts Receivable, Accounts Payable, General Ledger
Education
Niagara University 1982 — 1986
Bachelor of Science, Business Marketing
Walt Disney World Co., College Internship Program 1984 — 1984
College Internship Program - Business Finance
Silicon Valley Bank June 2005 - Present
Online ecommerce company 2001 - 2004
Counterpoint Capital, LLC 2000 - 2001
Chase Manhattan Bank, N.A. 1997 - 2000
HSBC 1992 - 1997
Citibank, N.A. 1986 - 1992
Skills
Risk Management, Derivatives, Finance, Fixed Income, Capital Markets, Equities, Trading, Foreign Exchange, FX Options, FX trading, Portfolio Management, Business Strategy, Market Risk, Trading Systems, Strategic Financial..., Financial Markets, Hedging, Financial Services, Proprietary Trading, Currency, Financial Risk, Interest Rate..., Options, Banking, Financial Modeling, Investments, Private Equity, Venture Capital, Start-ups, Investment Banking, Management, Financial Analysis, Securities, Corporate Finance
Education
University of Pennsylvania - The Wharton School
MBA
GE Capital, Corporate Finance October 2007 - Present
Pitney Bowes Credit Corporation March 1988 - September 2007
Chrysler Capital Corporation December 1985 - February 1988
Chase Manhattan Bank, N.A. October 1982 - December 1985
Skills
Credit, Credit Analysis, Portfolio Management, Banking, Risk Management, Financial Risk, Commercial Lending, Asset Based Lending, Loans
Education
Siena College
Bachelor's Degree, Accounting and Finance
Stonebridge Financial Advisors, LLC January 2004 - Present
Credit Suisse/Northport Partnership Management, LLC January 1997 - December 2004
First Union National Bank 1995 - 1996
Chase Manhattan Bank, NA 1982 - 1995
Skills
Financial Planning, Asset Management, Financial Advisory, Retirement Planning, Estate Planning, Portfolio Management, Tax, Wealth Management, Investments, Personal Finance, Budgeting, Strategic Financial..., Financial Planners, Accounting
Education
Pace University - Lubin School of Business 1985 — 1988
Masters, Business Administration
Villanova University 1978 — 1982
Bachelors of Science, Chemistry, with a Business Minor
HealthPro BioVentures LLC 2005 - Present
Paramount BioCapital, Inc. 1992 - 2004
Chase Manhattan Bank, N.A. 1987 - 1992
First Boston Corporation 1984 - 1986
CitiCorp N.A. 1981 - 1984
Skills
Mergers, Private Equity, Investment Banking, Options, Venture Capital, Mergers & Acquisitions, Finance, Investments, Risk Management, Strategic Partnerships, Derivatives, Licensing, Start-ups, Pharmaceutical Industry, Lifesciences, Business Development, Healthcare, Fixed Income, Biotechnology, Capital, Private Placements, Management, Strategy, Structured Finance, Due Diligence, Corporate Development, Investor Relations, Angel Investing, Entrepreneurship
Education
Columbia University in the City of New York 1978 — 1979
Masters, International Finance and Banking
Brandeis University 1972 — 1975
Bachelor of Arts (B.A.), Philosophy
Jos. H. Lowenstein & Sons, Inc. May 2014 - Present
D.O.5 Hispanobodegas USA, Inc January 2013 - May 2014
Allied Commerce Group SL November 2009 - December 2012
Medcom Group D.O.O. March 2006 - October 2009
Absolute Publishing USA, Inc. January 2004 - February 2006
Helix Communications AB July 1994 - November 2003
Pharmaceutical Marketing Services Inc January 1992 - June 1994
Chase Manhattan Bank, N.A. September 1988 - August 1991
Skills
International Business..., International Sales..., International Sales..., International Sales..., International B2B Sales, Business Development, International Marketing, International Sales, Management, Business Strategy, Market Research, Negotiation, Sales, Sales Management
Education
University of Delaware
Bachelor of Arts (B.A.), International Relations and International Business
Jefferies & Company January 2007 - Present
UBS Investment Bank 2000 - 2007
Furman Selz 2000 - 2007
UBS 1999 - November 2006
Chase Manhattan Bank NA 1991 - 1993
Skills
Investment Banking, Fixed Income, Equities, Hedge Funds, Private Equity, Trading Systems, Electronic Trading, Mergers & Acquisitions, Market Data, Sales Management, Relationship Management, Strategic Planning, IT Strategy, Customer Service, Customer Experience, CRM Integration, Project Management, Program Management, Management, Product Development
Education
City University of New York-Brooklyn College
Bachelor of Science (BS), Computers, Mathematics
Self-Employed 2008 - Present
International Flavors & Fragrances 1999 - 2008
Exide Corporation 1995 - 1999
American Cyanamid 1993 - 1995
American Cyanamid 1990 - 1993
GRE Insurance Group 1987 - 1990
Chase Manhattan Bank, N.A. 1985 - 1987
Skills
Project Management, SAP, IT Management, ERP, IT Strategy, Cross-functional Team..., Business Process, IT Service Management, Change Management, SAP R/3, ITIL, Vendor Management, Risk Management, SDLC, Disaster Recovery, Management, Governance, PMP, Program Management, Leadership, Strategy, Business Process..., Analysis, Enterprise Software, Information Technology, Project Planning
Education
Information Technology Infrastructure Library (ITIL) 2005 — 2005
IT Service Management Foundation Certification
Center for Creative Leadership 2001 — 2001
Leadership Development Program
Rutgers University-New Brunswick 1981 — 1985
BA, Economics
Chase Manhattan Bank, N.A. 1983 — 1984
Apprentice Management Program
The Wartburg Adult Care Community 2007 - Present
Beth Abraham Family of Health Services August 2005 - September 2007
csfb 2000 - June 2005
HP August 1999 - June 2005
Donaldson, Lufkin and Jenrette (DLJ) 1999 - 2000
Chase Manhattan Bank N.A 1992 - 1999
Skills
Public Speaking, Training, Team Building, Strategic Planning, Microsoft Office, Program Management, Project Management, Vendor Management, Customer Satisfaction, Information Technology, Windows, Active Directory, Healthcare, Leadership Development
Education
Fordham University
MS
Internet Business Systems, Inc. July 2000 - Present
Apple Computer July 1992 - July 2000
Chase Manhattan Bank, N.A. May 1989 - July 1992
Fertilizers and Chemicals LTD. An ICL company June 1984 - December 1989
Skills
PHP, Software Engineering, HTML, Web Applications, Agile, AJAX, XML, Linux, SQL, CSS, Software Development, Software Design, Web Services, JavaScript, Technical Leadership, Architecture, MySQL, Software Project..., Databases, Unix, REST, Perl
Education
Technion - Israel Institute of Technology 1981 — 1985
B.Sc., Industrial Engineering and Management
Clicktonix January 2004 - Present
Canadian Imperial Bank of Commerce 1998 - 2000
American Institute of Chemical Engineers 1991 - 1996
Chemical Bank, N.A. 1988 - 1991
Citibank, N.A. 1985 - 1988
Chase Manhattan Bank, N.A. 1981 - 1984
Chase Manhattan Bank, N.A. 1980 - 1981
Education
Hofstra University 1976 — 1980
Australian Trade Commission September 2014 - Present
China Construction America, Inc. December 2013 - September 2014
Turner International LLC July 2005 - May 2013
Pitney Bowes January 2000 - December 2004
CCAI October 1997 - August 1998
DMG Asia March 1996 - September 1997
Chase Manhattan Bank, NA February 1993 - October 1995
Chase Manhattan Bank, NA September 1988 - January 1993
Skills
Succession Planning, Organizational..., Team Building, HRIS, Employee Relations, Management, Employee Engagement, Leadership, Performance Management, Training, Personnel Management, Strategic Planning, Onboarding, Human Resources, Recruiting
Education
New York University
SunTrust Mortgage 2013 - 2015
SunTrust Bank 2011 - August 2013
Collabera @ Capital One March 2008 - September 2010
Collabera @ Capital One October 2006 - December 2008
CAPITAL ONE FINANCIAL SERVICES August 2000 - December 2005
BENEFICIAL VIRGINIA INC January 1997 - July 2000
CHASE MANHATTAN BANK NA January 1988 - January 1997
Education
The College of New Rochelle
Bachelor of Arts, Psychology
2005ITT TECHNICAL INSTITUTE
Associates, Computer Networking Systems and Information Technology
Wells Fargo 2011 - 2013
Wells Fargo 2000 - 2011
Norwest Bank NA 1995 - 2000
Chase Manhattan Bank NA 1985 - 1994
Manufacturers Hanover Trust 1981 - 1985
The Travelers Insurance Company 1980 - 1981
Skills
Treasury Management, Portfolio Management, Banking, Wealth Management, Financial Analysis, Project Management, Cash Management, Business Development, Mergers & Acquisitions, Risk Management, Management
Education
Sweet Briar College 1975 — 1979
BA, Bachelor of Arts Degree, English Literature
Pharmaceutical/Biotech Consulting 2008 - Present
Endo Pharmaceuticals 2007 - 2008
Reliant Pharmaceuticals 2004 - 2006
SleepTech Consulting Group, LLP 2002 - 2004
AstraZeneca, Astra Pharmaceuticals 1994 - 2001
Astra/Merck Group 1992 - 1994
Merck & Co 1985 - 1992
Chase Manhattan Bank, N.A. 1982 - 1985
Skills
Pharmaceutical Industry, Pain Management, Hospital Sales, Clinical Trials, Cardiology, Medical Education
Education
Pace University - Lubin School of Business 1977 — 1981
Management and Business Leadership
Hunter College 1976 — 1977
North Shore Bank FSB February 2011 - Present
Geauga Savings Bank November 2008 - February 2011
Law Office of Lawrence D. Wickter, Jr. August 2007 - November 2008
Benchmark Legal Research LLC 2007 - 2008
Lorain National Bank 2005 - 2007
Metropolitan Bank and Trust 1999 - 2003
Sanwa Business Credit Corporation 1991 - 1999
Continental Illinois National Bank and Trust Co. of Chicago 1978 - 1991
The Fidelity Bank 1974 - 1978
Chase Manhattan Bank, N.A. August 1973 - April 1974
Skills
Commercial Lending, Credit, Commercial Real Estate, Commercial Mortgages, Middle Market, Loans, Asset Based Lending, Small Business Lending, Commercial Banking, Consumer Lending, Credit Analysis, Credit Risk, Mortgage Lending
Education
DePaul University College of Law 1996 — 2001
JD
University of Virginia 1969 — 1973
BA, Economics
Harriton High School 1966 — 1969
Emory University February 2011 - Present
SLT Finance and Economics February 2009 - Present
International Monetary Fund July 2009 - July 2012
US Treasury January 1997 - January 2009
Federal Reserve Bank of Atlanta April 1985 - December 1996
Private Partnership September 1982 - December 1984
Chase Manhattan Bank NA March 1979 - June 1982
Federal Reserve Bank of New York August 1972 - December 1980
Skills
Econometrics, Economics, Policy Analysis, Stata, Research, International Relations, Public Policy, Statistics, Capacity Building, Government, Analysis, International..., R, Non-profits, Policy, Data Analysis, Quantitative Analytics, Macroeconomics, SAS, Qualitative Research, Economic Research, Intercultural..., NGOs, Foreign Policy, Politics, Economic Policy, Economic Development, Diplomacy, Political Science, Proposal Writing, Program Evaluation, Nonprofits, Grants, Human Rights, International Economics, Emerging Markets, Microeconomics, Africa, International Finance, Development Economics, Strategy, Monetary Policy, Eviews, Management, Time Series Analysis, Public Health, Microfinance, Russian, Financial Modeling
Education
Harvard Business School
Advanced Management Program
MIT, Hunter College
Bachelor of Arts (B.A.)
Yale University
Charter College, Canyon Country March 2013 - Present
Los Angeles ORT Tech. Inst. September 1999 - Present
Spectrum Studios 2000 - 2003
ICT College 1999 - 2000
City National Bank 1994 - 1996
Pilgrim Pines Camp & Conference Center 1993 - 1994
Banking Institute 1990 - 1992
Chase manhattan Bank, N.A. 1967 - 1990
Skills
Accounting, QuickBooks, Tax Preparation, Bookkeeping, Financial Reporting, Financial Accounting, Accounts Payable, Account Reconciliation, General Ledger, Financial Analysis, Departmental Management
Education
St. John's University 1976 — 1979
Masters of Business Administration, Executive Management
New York University 1967 — 1973
Bachelor of Science (B.S.), Business Administration and Management, General
American Institute of Banking 1964 — 1967
Certificate, International Banking
FIS 2014 - Present
General Motors Asset Management 2012 - 2014
self 2012 - September 2012
Kingsland Capital Management 2005 - 2011
CIBC World Markets (Canadian Imperial Bank of Commerce) 1997 - 2005
Chase Manhattan Bank, N.A. 1991 - 1997
Skills
Operations Management, Fund Administration, Middle Office, Loans, Loan Closing, Settlements, CLO, Structured Products, Alternative Investments, Fund Managers, Asset Management, Hedge Funds, Credit, Syndication, Leveraged Finance, High Yield, Fixed Income, Capital Markets, Securitization, ABCP, Bonds, Portfolio Management, Fund Analysis, Structured Finance, DCM, Investment Banking, Banking Operations, Investment Operations, Compliance, Derivatives, Debt, Syndications, Customer Relations, Funding, Securities, Bloomberg, Investment Management, Investments, Settlement, Back Office
Education
New York University - Leonard N. Stern School of Business 2000 — 2004
MBA, Finance
St. Francis College 1987 — 1991
B.S., Business Management
AIG November 1998 - April 2014
AIG January 1995 - October 1998
AIG August 1994 - December 1994
Chase Manhattan Bank, N.A. May 1994 - July 1994
Joseph E. Seagram & Sons, Inc. March 1994 - April 1994
Skills
Politics, Public Policy, Insurance, P&C Insurance, Tax Accounting, Multi-state tax returns, Tax Preparation, Tax Dispute Resolution, Refunds, Tax Credits, Tax Research, Budget Forecasts, Financial Reporting, Regulatory Reporting, Internal Controls, Internal & External..., Expense Allocation, Financial Accounting, SAP, Electronic Funds..., Claims Reports, Loss Runs, Variance Analysis, Operating Budgets, Eagle Wings, Cognos, Premium Pro TriTech..., NILS INSource..., Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, Windows 7, Mac, Adobe Reader XI, Auditing, Corporate Tax
Education
Momentum Education 2014 — 2015
Pace University - Lubin School of Business 1987 — 1992
Bachelor's Degree, Accounting, 3.78
Universite de Dijon (Bourgogne), France
Certificate, summer session, French, honor mention
ACE CASH EXPRESS November 2000 - May 2012
ACE Cash Express January 1991 - October 2000
Beach-Russ Company September 1987 - July 1990
Chase Manhattan Bank N.A July 1984 - August 1987
Skills
Management, FMLA, Talent Acquisition, Employee Relations, Conflict Management, Coaching, Change Management, Team Building, Training, Leadership, Employee Engagement, Interviews, Personnel Management, Payroll, Employee Benefits, Performance Management, Human Resources, Succession Planning, Onboarding, Policy, Deferred Compensation, Workforce Planning, Customer Service, Strategic Planning, Benefits Administration, Process Improvement, Sales, Employee Training
Education
University of Phoenix 2001 — 2005
BS, Business Administration
Amtrak September 2014 - Present
SAI, Inc. May 2014 - August 2014
Citibank 2009 - April 2014
Citi 2005 - 2008
Merck April 2003 - May 2005
Barclaycard 2000 - 2003
MBNA / Bank of America 1998 - 2000
FirstUSA / JPMorgan Chase 1994 - 1998
Chase Manhattan Bank, NA 1992 - 1994
IBM 1991 - 1992
Skills
Development Management, IT Strategy, Budgets, Software Project..., Solution Architecture, Enterprise Architecture, Program Management, Business Intelligence, SOA, SDLC, Business Process..., Project Management, Project Portfolio..., Data Warehousing, P&L Management, P&L responsibility, Application Architecture, Global Product..., Vendor Management, Relationship Management, Agile Methodologies, Process Improvement, CRM, Enterprise Software, Strategy, Cross-functional Team..., Management
Education
VJTI-University of Mumbai
Master of Computer Applications (M.C.A.)
University of Mumbai
Bachelor of Science (BS)
Murex April 2012 - Present
AIG June 2008 - April 2012
Bear Stearns July 2007 - June 2008
Principia Partners April 2005 - July 2007
Wall Street Systems May 2000 - April 2005
HVB September 1997 - May 2000
Tokai Bank, NY Branch August 1996 - September 1997
Chase Manhattan Bank, NA July 1993 - August 1996
Skills
Financial Reporting, Fixed Income, Derivatives, FASB, CPA, Financial Accounting, Accounting, Capital Markets, Financial Modeling, Financial Instruments, Financial Analysis, Investment Banking, Portfolio Management, Securities, Credit, Financial Risk, Hedging, Leadership, FAS 133, Due Diligence, Equities, Financial Statements, FX Options, Hedge Accounting, Banking, Analysis, Budgets, Corporate Finance, Risk Management, Management, Process Improvement, Consolidation, Valuation, Forecasting, Financial Services, Account Reconciliation, Finance, FAS 157, Financial Structuring, Payroll, Hedge Funds, SDLC, Trading
Education
Boston University - School of Management 1986 — 1990
Bachelor of Science (BS), Accounting
Golden State Bank June 2011 - Present
California Oaks State Bank August 2008 - December 2010
Maryland Bank & Trust Company 2007 - 2007
Self employed 2000 - 2007
First National Bank of Maryland 1990 - 1999
First National Bank of Maryland 1987 - 1990
First National Bank of Maryland 1984 - 1987
First National Bank of Maryland 1978 - 1984
Chase Manhattan Bank, N.A. 1976 - 1978
Chase Manhattan Bank, N.A 1974 - 1975
Skills
Sales, Marketing, Customer Service, Credit, Banking, Credit Analysis, Commercial Lending, Loans, Commercial Banking, Loss Mitigation, Loan Origination, Mortgage Lending, Commercial Mortgages, Portfolio Development, Underwriting, Portfolio Management, Mortgage Banking, Small Business Lending
Education
University of Virginia 1969 — 1971
M.A., International Relations and International Economics - area focus on Asia
University of Alabama 1968 — 1970
B.A., International Relations, Political Science, Economics, and History
American University 1965 — 1967
School of International Studies
Citi October 2012 - Present
Citi September 2005 - October 2012
Lord Abbett LLC January 2005 - September 2005
Alliance Bernstein December 2001 - December 2004
JPMorgan Chase June 1999 - December 2001
Chase Manhattan Bank, N.A. July 1995 - June 1999
Skills
Fixed Income, Bonds, Equities, Trading Systems, Bloomberg, User Acceptance Testing, Middle Office, Securities, Operational Due..., Business Requirements, Process Implementation, Straight Through..., SWIFT messaging, Omgeo Oasys, Tradesuite, Security APL, Vestmark, Business Objects, Failstation, HP Quality Center (Test..., Trading, Settlement, Asset Managment, Financial Services, Investment Management, ETFs, Bloomberg Terminal, Asset Allocation, Operational Risk, Mutual Funds, Capital Markets, Finance, Prime Brokerage, Equity Trading, Financial Risk, DTC, Operational Risk..., Global Custody, Market Data, Equity Research, Back Office, Cash Management, Trade Life Cycle, PAM for Securities, SDLC, Hedge Funds, Portfolio Management, Business Analysis, Requirements Gathering, Process Improvement
Education
Queens College 1991 — 1998
B.A, Sociology
Crane Fiduciary Services LLC June 2007 - Present
Colorado Public Employees' Retirement Association July 2007 - December 2012
CFA Institute 1996 - 2011
Watson Wyatt Investment Consulting, Inc. (now Towers Watson) March 2001 - January 2007
Frank Russell Co. March 1990 - March 2000
Bankers Trust Co May 1986 - February 1990
Mitchell Hutchens Asset Management June 1985 - February 1986
Chase Manhattan Bank, NA June 1981 - May 1985
Northern Trust Company December 1977 - June 1981
Norwest Bancorp July 1976 - December 1977
Skills
Asset Allocation, Investments, Pensions, Retirement, Alternative Investments, Portfolio Management, Wealth Management, Equities, Mutual Funds, Investment Strategies, Fixed Income, Hedge Funds, Financial Advisory, Retirement Planning, Investment Management, Employee Benefits, Asset Management, Private Equity, Corporate Governance, Investment Advisory, Financial Modeling, Equity Research, Valuation
Education
Brown University 1968 — 1972
MA, Economics
Union College 1969 — 1971
MS, Operations Research (Applied Mathematics)
Union College 1964 — 1968
BA (Honors), Economics
Bank of America, N.A. June 2010 - Present
Bank of America, N.A. April 2008 - June 2010
Bank of America, N.A. September 2006 - April 2008
Bank of America, N.A. August 2003 - September 2006
Bank of America, N.A. July 2002 - August 2003
Emerging Media Investments, LLC August 1998 - July 2002
InterComm Holdings, LLC July 1995 - July 1998
TV por Cable Nacional July 1994 - July 1995
Communications Equity Associates, Inc. February 1991 - June 1994
Chase Manhattan Bank, N.A. June 1987 - September 1989
Skills
Six Sigma Blackbelt, Series 7 (Inactive), Lean Manufacturing, Performance Benchmarking, Process Improvement, Operational Risk..., Portfolio Management, Business Strategy, Cross-functional Team..., Management, Start-ups, Six Sigma, Credit Cards, Risk Management, Business Analysis, Banking, Financial Analysis, CRM
Education
University of South Florida 1985 — 1990
Master of Arts (M.A.), Economics
Wharton School of Business 1987 — 1987
Executive Marketing Program, Marketing
University of South Florida - College of Business Administration 1977 — 1980
Bachelor of Arts (B.A.), Finance and Economics
Royal Security and property services VICE PRESIDENT/ASSISTANT DIRECTORJPMorgan ChaseJuly 1979 - December 2007
CHASE MANHATTAN PLAZA July 1979 - December 2007
J.P July 1979 - December 2007
CHASE MANHATTAN BANK July 1979 - December 2007
CHASE MANHATTAN BANK, NA July 1979 - December 2007
THE CHASE MANHATTAN BANK, NA July 1979 - December 2007
CHASE MANHATTAN BANK, NA July 1979 - December 2007
THE CHASE MANHATTAN BANK, NA July 1979 - December 2007
FEDERAL BUREAU OF INVESTIGATION February 1976 - July 1979
Skills
Security, Security Operations, Physical Security, Corporate Security, Access Control, Crisis Management, Fraud, Protection, Firearms, Internal Investigations, Private Investigations, Training, Security Management, Asset Protection, Investigation
Education
Long Island University
B.A, CRIMINAL JUSTICE
Save the Children July 2005 - June 2009
Ryan Direct and Interactive November 2003 - March 2005
Direct Marketing Consulting January 1996 - November 2004
Waldenbook Company, Inc. July 1993 - January 1996
Time Warner Inc. October 1989 - July 1993
Chase Manhattan Bank, N.A. December 1987 - October 1989
Ogilvy & Mather Direct August 1980 - December 1987
Education
Gettysburg College 1976 — 1980
BA
Quantlab Financial, LLC May 2015 - Present
Energy Seminars Inc. March 2015 - Present
NEWFIELD EXPLORATION March 2010 - February 2015
CALPINE CORPORATION June 2009 - January 2010
CONSTELLATION ENERGY September 2007 - May 2009
DOMINION RESOURCES September 2003 - August 2007
CREDIT LYONNAIS September 2000 - January 2003
BANK ONE, TEXAS, N.A. August 1997 - August 2000
ENRON CORPORATION January 1996 - July 1997
CHASE MANHATTAN BANK, N.A. January 1994 - December 1995
Skills
Financial Modeling, Budgeting, Financial Analysis, Corporate Finance, Valuation, Finance, Due Diligence, Portfolio Management, Analysis, Forecasting, Mergers, Strategic Financial..., Capital Markets, Accounting, Energy
Education
Massachusetts Institute of Technology - Sloan School of Management 1989 — 1991
MBA, Finance
Colby College 1980 — 1984
BA, Economics
The Beast Apps LLC 2005 - Present
Tullet Prebon 1996 - 2004
Dresdner Bank NA 1994 - 1996
Swiss Bank 1992 - 1994
Chase Manhattan Bank NA 1989 - 1992
Lloyds Bank International 1984 - 1989
Skills
Capital Markets, Electronic Trading, Series 7, Options, Trading, Fixed Income, Derivatives, Product Development, Risk Management, Credit Derivatives, Interest Rate..., New Business Development, FX Options, Market Data, Structured Products, Investment Banking, Financial Markets, FX trading, Bonds, Equity Derivatives, Proprietary Trading, Equities, Asset Management, Hedge Funds, Trading Systems, Investments, Securities, Bloomberg, Foreign Exchange, Alternative Investments, Portfolio Management, Swaps, Series 63, Brokerage, Equity Trading, Trading Strategies, Emerging Markets
Education
Colgate University 1979 — 1983
BS, Neuroscience
cap greenberg llc January 2014 - Present
Coburn Greenberg Partners LLC 2009 - December 2013
Financo Inc. 2005 - 2008
TakeGoodCare 1995 - 2004
Donaldson, Lufkin & Jenrette 1988 - 1994
Kidder, Peabody & Co, Inc. 1978 - 1988
Chase Manhattan Bank, NA 1973 - 1976
Skills
Business Strategy, Strategic Planning, Capital Markets, Restructuring, Investment Banking, Financial Modeling, Mergers, Corporate Finance, Due Diligence, Private Equity, Investments, Valuation, Corporate Development, Hedge Funds, Venture Capital, Alternative Investments, Emerging Markets, Equities, IPO, M&A experience, Financial Analysis, Equity Research, Acquisition Integration, Investor Relations, Business Valuation, Corporate Governance, Management Consulting, Asset Management, Mergers & Acquisitions, Management, Securities, Strategy, Leveraged Finance, Divestitures, Investment Management, Joint Ventures, Executive Management, Private Placements, Portfolio Management, Investment Advisory, Finance, Financial Services, Strategic Financial..., Business Planning, Start-ups, Series 7, Board of Directors, Turn Around Management
Education
Harvard Business School
MBA
Simmons College
BA with Honors, Sociology
LoParco Associates, Inc. 1992 - Present
Marine Midland Bank, N.A. 1991 - 1992
Chase Manhattan Bank, N.A. 1990 - 1991
Milstein Properties, Inc. 1986 - 1990
Skills
Construction, Construction Management, Real Estate, Residential Homes, Green Building, Budgets, Real Estate Development, Purchasing, Customer Service, Architectural Design, Custom Homes, LEED
Education
Columbia Engineering 1982 — 1986
B.S., Industrial Engineering
Greenwich High School
Goncalves Law Office 2002 - Present
Kirshenbaum Law Associates 2000 - 2002
Chase Manhattan Bank, NA 1975 - 1978
Skills
Divorce, Bankruptcy, Family Law, Guardianship, Guardian Ad Litem, Elder Abuse, Elder Care, Wills, Mediation, Evictions, Criminal Law, Personal Injury, Child Support, Child Custody, Immigration, Immigration Law, Portuguese, Accounting, Internal Audit, DUI, Criminal Defense, Trusts, Estate Planning, Alomony
Education
Roger Williams University School of Law 1996 — 1999
JD, Law
Providence College 1971 — 1975
BS, Accounting
US Export Import Bank November 2010 - Present
American University August 2010 - December 2010
Virginia Tech August 2007 - May 2010
ABN AMRO Bank, NL May 2003 - December 2006
ABN AMRO Bank, NL January 2000 - April 2003
ABN AMRO Bank, NL September 1997 - December 1999
ABN AMRO Bank May 1995 - August 1997
ABN AMRO NA September 1990 - April 1995
Chase Manhattan Bank, N.A. June 1985 - August 1990
Chase Manhattan Bank, NA 1982 - 1985
Skills
Emerging Markets, Portfolio Management, Investments, Econometrics, Spanish, Fixed Income, Analysis, Project Finance, Finance, Credit Risk, Private Equity, Management Consulting, Due Diligence, Financial Risk, Valuation, Loans, Mergers & Acquisitions, Structured Finance, Risk Management, Corporate Finance, Financial Structuring, Banking, Financial Markets
Education
Virginia Polytechnic Institute and State University 2007 — 2015
Doctor of Philosophy (PhD), International Affairs; International Finance
The George Washington University - School of Business 2010 — 2010
Center for International Business Education and Research
The Johns Hopkins University 1978 — 1981
MA, International Economics, European Studies
Sciences Po 1979 — 1980
DEA, International Political Economy
Long Island University 1974 — 1978
BA, Political Science; Business Admin
Lifetouch Inc. March 2004 - Present
HB Fuller 2001 - 2004
ReliaStar Financial Corp. June 1997 - January 2001
Faegre & Benson LLP October 1989 - May 1997
Chase Manhattan Bank, N.A. October 1982 - August 1986
Skills
Mergers, Corporate Law
Education
University of Chicago Law School 1986 — 1989
JD, Law
Georgetown University 1978 — 1982
BSFS, International Politics
Robert W. Baird & Co. April 2011 - Present
Robert W. Baird & Co. August 1998 - Present
First Chicago NBD June 1995 - September 1996
Chase Manhattan Bank, NA June 1992 - June 1995
Citibank, N.A. June 1990 - June 1992
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Accounting, Finance
University of Maryland College Park 1986 — 1990
Bachelor of Science (BS), Finance, General
Bob Wine Photography 2005 - Present
MasterSoft Consulting 2001 - Present
NYU school of Medicine 2002 - 2005
Isogon Corporation 1997 - 2001
PCSI, Inc. 1993 - 1997
The Irons Group, Inc 1989 - 1992
Wine and Leeder Training 1988 - 1989
Mastersoft Corporation 1982 - 1989
Advanced Computer Techniques, Corp. 1976 - 1981
Chase Manhattan Bank, N.A. 1975 - 1976
Skills
teaching and lecturing..., Photography, Web Design, Mentoring, Public Speaking, Teaching, Computers, Consulting, Training Facilitation, Support Groups, Project Management, Microsoft SQL Server, Marketing Strategy, Databases, Start-ups, Access, Leadership, Product Development, SQL, Entrepreneurship, Networking, Management, Program Management, Coaching, Training, Analysis, Healthcare, Software Development, Photoshop, Research
Education
Polytechnic Institute of Brooklyn 1972 — 1973
Industrial Management
Indiana University Bloomington 1964 — 1966
Graduate Studies, Mathematics
City University of New York City College 1960 — 1964
Bachelor of Science (B.S.), Mathematics
Self Employed Managing DirectorMarsh Inc.1977 - 2008
Marsh & McLennan Cos. 1977 - 2008
Marsh USA Inc 1977 - 2008
Marsh & McLennan 1977 - 2008
Chase Manhattan Bank, N.A. 1973 - 1977
Marsh and McLennan March 1971 - March 1973
Skills
Liability, Insurance, Reinsurance, D&O, Professional Liability, Employment Practices..., Property & Casualty..., Casualty, Claim, Umbrella Insurance, Claims Management, Underwriting, Legal Liability, Excess, Directors & Officers..., Workers Compensation, Dispute Resolution, Arbitration, Brokers, Litigation Management, Insurance Law, Commercial Insurance, Risk Management, Mediation, Litigation, Product Liability, General Insurance, Health Insurance, Commercial Lines, Commercial Litigation, Financial Risk, Enterprise Risk..., Captives, Public Liability, Disability Insurance, Insurance Brokerage, Long-term Care, Financial Institutions, Claim Investigation, Employee Benefits, Surety Bonds, Life Insurance, Risk Financing, Due Diligence, Management, Financial Services, Fiduciary, Inland Marine
Education
Fordham University School of Law 1966 — 1969
JD, Law
College of the Holy Cross 1962 — 1966
AB, Sociology and Philosophy
Xavier High School
Xavier High School
Xavier High School
MKP communications inc. June 2012 - October 2012
Dime Savings Bank of New York 1900 - 2000
Chase Manhattan Bank NA 1900 - 2000
Publishers Clearing House 1900 - 2000
Skills
Direct Marketing, Product Development, Direct Mail, Marketing Strategy, Program Management, Marketing Communications, Analysis, Marketing Management, New Business Development, Business Planning, Creative Development, Promotions, Project Planning, Credit Cards, Vendor Relations, Event Management, Research
Education
Manhattan College
B.S.
Syosset High School
Community Service Society 1993 - 1999
Chase Manhattan Bank, NA 1985 - 1987
Education
Brooklyn Law School 1987 — 1990
JD
New York University Real Estate Institute
Certificate Program, Real Estate Investment and Analysis
University of Vermont
BS, Natural Resource Economics and Environmental Studies
NYC Department of Parks & Recreation January 2007 - Present
NYC Department of Education September 2003 - June 2005
Chase Manhattan Bank, N.A. September 1977 - December 1984
Skills
NYS Driver's License -..., Microsoft Office
Education
City University of New York-John Jay College of Criminal Justice 1976 — 1979
Bachelor of Science, Criminal Justice Administration & Planning
Laguardia Community College 1975 — 1977
Associates in Applied Sciences, Legal Secretarial Science
KBC Bank NV 1999 - Present
Societe Generale 1994 - 1999
Chase Manhattan Bank, NA 1986 - 1994
Skills
Credit, Portfolio Management, Investment Banking, Risk, Capital Markets, Loans, Risk Management, Debt, Structuring, Corporate Finance, Structured Finance, Economics, Leveraged Finance, Project Finance, Syndications, Credit Analysis, Credit Risk, Restructuring, Trade Finance, Financial Structuring, Strategic Financial..., Due Diligence, Financial Analysis, Mergers & Acquisitions, Banking, Financial Markets, Fixed Income, Equities, Commercial Banking, Valuation, FX Options, Emerging Markets, Hedge Funds, Trading, Financial Institutions, Private Equity, Bloomberg, Treasury Management, Financial Risk
Education
Cornell University
BA
Duke University - The Fuqua School of Business
MBA
Vermont Vernacular Designs 2011 - Present
Scotia Capital 1997 - 2009
Chase Manhattan Bank NA 1987 - 1997
Chemical Bank 1983 - 1987
Skills
Capital Markets, Hedge Funds, Trading, Fixed Income, Financial Markets, Derivatives, Alternative Investments, Financial Structuring, Securities, Asset Management, Options, Commodity, Investment Banking, Equities, Foreign Exchange, Management
Education
University of Pennsylvania
BA, MA, History - Architectural Preservation
Barclays Capital September 2007 - Present
The Royal Bank of Scotland (RBS) 2000 - 2006
Nat West 1998 - 2000
Nat West 1997 - 1998
Bankers Trust 1987 - 1993
Chase Manhattan Bank, N.A. 1983 - 1987
Education
Hofstra University
BA, Business; Technology
BARD CARDIOLOGY 1994 - Present
Richmond University Medical Center 1988 - Present
Chase Manhattan Bank, N.A. 1975 - 1980
Skills
Administration, Health, Word, Outlook, Excel, Budgeting, Administrative Support, Office Management, Customer Relations, Quickbooks, Event Planning, Spreadsheets, Problem Solving, Supervisory Skills, Typing, Data Entry, Expenses, Policy, Documentation, Bookkeeping, Financial Management, Writing, Coordination, Compliance, Teamwork, Microsoft Office, System Administration, Software Documentation, Microsoft Excel, Employee Relations, Fundraising, Budgets, Hospitals
Education
Katharine Gibbs School 1974 — 1975
Certified, Secretarial Studies
Wachovia, A Wells Fargo Company May 2000 - August 2003
Chase Manhattan Bank, N.A. September 1988 - April 2000
Skills
Customer Service, Asset Allocation, Marketing, Residential Homes, Photoshop, Investment Management, Illustrator, Fashion Design, Investment Properties
Education
Savannah College of Art and Design
Bachelor of Fine Arts (BFA), Fashion/Apparel Design
Atlanta Technical College
Associate of Arts and Sciences (AAS), Marketing Management, Entreprenuer
Fashion Institute of Technology
Associate of Arts and Sciences (AAS), Fashion/Apparel Design
Indiana University 1995 - Present
California State University, Office of the Chancellor 1989 - 1995
Data Resources, Inc. 1985 - 1988
Chase Manhattan Bank, N.A. 1980 - 1982
Skills
Research, Public Speaking, Teaching, Non-profits, Microsoft Office, Nonprofits, Leadership, Program Development, Public Policy, Community Outreach, Strategic Planning, Fundraising, Staff Development, Customer Service, Higher Education, Leadership Development, Policy, Grant Writing, Event Planning
Education
Claremont Graduate School 1993 — 1995
Information Science (Ph.D. program)
University of Maryland University College 1982 — 1985
Master of General Administration (MGA), Management Information Systems
Howard University 1975 — 1979
Bachelors of Business Administration (BBA), Management
BG Holdings LLC February 2015 - Present
enegX LLC 2013 - Present
Luca Technologies Inc 2010 - 2013
Milagro Exploration 2005 - 2010
Mission Resources Corporation 2002 - 2005
El Paso Field Services, El Paso Production Company 1996 - 2002
Cornerstone Natural Gas Inc 1993 - 1996
Mountain Gas Resources Inc. 1989 - 1993
Chase Manhattan Bank, N.A. 1987 - 1989
Oil & Gas Field Operations 1975 - 1986
Skills
Natural Gas, Petroleum, Gas, Energy Industry, Energy, Reserves, Drilling, Upstream, Oil & Gas Industry, Onshore, Geology, Contract Negotiation, Offshore Drilling, Cleantech, Mergers & Acquisitions, Divestitures, Oil/Gas, Pipelines, Renewable Energy, Project Management, Budgets, Start-ups, Private Equity, Downstream Oil & Gas, Investment Banking, Published Author, Gas Processing, Banking, Joint Ventures, MBA, PMD, Commodity Markets, Turn Around Management, Well Services, Oil Exploration, Hydraulic Fracturing, Well Control, Midstream, Engineering, Petroleum Engineering, Oilfield, Business Planning, Natural gas processing, Oil & Gas
Education
Southern Methodist University - Cox School of Business 1986 — 1987
MBA
Harvard Business School 1985 — 1985
PMD
Eastern Michigan University 1973 — 1977
BS
Amazon.com May 2013 - Present
D.N.A. Inc. December 2011 - May 2013
MF Global Inc April 2001 - November 2011
Refco 2001 - 2005
Chase Manhattan Bank, N.A. November 1998 - March 2001
HSBC Securities, Inc. October 1997 - November 1998
Chase Manhattan Bank, N.A. June 1990 - October 1997
Skills
Securities, Options, Trading, Account Reconciliation, Microsoft Excel, GMI, Financial Risk, Finance, Electronic Trading, AML, Equities, Accounting, Cash Management, Derivatives, Equity Trading, Trading Systems, Fixed Income, SPAN, Financial Markets, Swaps, Commodity, Proprietary Trading, Risk Management, FX Options, FINRA, Investments, Technical Analysis, Hedge Funds, Bloomberg, Middle Office, Equity Derivatives, Back Office, Excel, Microsoft, PC Span, Capital Markets, Hedging, Series 7
Education
Taylor Business Institute 1985 — 1987
Associates Degree, Business Management; Accounting; Macro-Economics, Personal Money Management, Business Math
Chase Manhattan Bank, NA June 1990 - June 1996
Education
Boston College - Carroll School of Management 1984 — 1988
Bachelor of Science, Management, Computer Science
anytime I have funds April 1999 - Present
Mary Kay Cosmetics 2000 - 2006
Chase Manhattan Bank N.A January 1983 - January 1986
Education
City University of New York-Herbert H. Lehman College 1980 — 1982
Bachelor of Business Administration (B.B.A.), I quit. My mom died.
City University of New York City College 1977 — 1979
Associate's degree, Biology, General
Webster Bank August 2012 - Present
Herff Jones July 1992 - August 2012
Hirschmann Corporation January 1988 - August 1992
Chase Manhattan Bank N.A January 1987 - January 1988
Skills
Sales, Inventory Management, Account Management, Microsoft Excel, Microsoft Office, Retail, Purchasing, Microsoft Word, PowerPoint, Outlook, Event Planning, Invoicing, Project Planning
Education
New York Institute of Technology-Old Westbury 1983 — 1987
Bachelor of Science (B.S.), Business Administration, Marketing
NYC SCA April 1998 - Present
Chase Manhattan Bank NA November 1993 - November 1998
AIG November 1981 - October 1993
Skills
Construction, Project Management, Project Planning, Construction Management, Architectures, Submittals, Customer Service, Photoshop, Microsoft Office, Construction Drawings, AutoCAD, LEED AP, Microsoft Word, Management
Education
CCNY 1970 — 1978
BS Civil Engineering, Civil Engineering
New York Institute of Technology 1965 — 1970
BS Architecture, Architecture
Patras Greece 1958 — 1964
HS Diploma
Patras Greece HS 1958 — 1964
High School, High School
St. John's University
Credits towrds MBA
Studios Architecture August 2005 - Present
URS Corporation 1993 - 2005
Chase Manhattan Bank, N.A. 1989 - 1992
Skills
LEED AP, Submittals, LEED, Design Research, Mixed-use, Architectural Design, Sustainable Design, BIM, Revit, Architecture, Construction Management, Green Building, SketchUp, Construction Drawings, Architectural Drawings, Interior Architecture
Education
Michigan State University
Bachelor of Science (BS), Interior Design
Pratt Institute
PAREXEL 2011 - 2014
PAREXEL 2009 - 2011
PAREXEL 2006 - 2009
PAREXEL 2001 - 2006
PRIMECARE INTERNATIONAL, INC. 1996 - 1999
CAREMARK INTERNATIONAL, INC. 1994 - 1996
WHIRLPOOL FINANCIAL CORPORATION 1991 - 1994
WHIRLPOOL FINANCIAL CORPORATION 1990 - 1991
Chase Manhattan Bank, N.A. 1988 - 1990
Skills
Biotechnology, Clinical Development, Clinical Trials, Cross-functional Team..., Pharmaceutical Industry
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School
CFA/Wharton Institute of Secured Lending
Winona State University
Bachelor’s Degree, Finance