Chase Manhattan Corporation
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (31 Dec 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Number of employees: 250,000 (2018) Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JPMorgan Chase is the largest bank in the US by total assets ($2,590 B). wikipedia.org
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Chase Manhattan Corporation Employees
Banner Bank February 2013 - Present
Citi February 2012 - February 2013
Sound Community Bank July 2011 - February 2012
America SCORES Seattle May 2011 - February 2012
Key Bank October 2009 - July 2011
TriStar Finance, Inc. October 2008 - October 2009
Chase Manhattan Corporation June 2008 - June 2009
CitiFinancial November 2001 - May 2008
Skills
Credit, Loans, Mortgage, Banking, Customer Service, Commercial Banking, Risk Management, Portfolio Management, Retail Banking, Mortgage Banking, Mortgage Lending, Leadership, Management, Sales, Finance, Underwriting, Marketing, Small Business Lending, Consumer Lending, Investments, Cross Selling, Financial Services, Loan Origination, Branch Management, Training, Credit Analysis, Commercial Lending, Branch Banking, Sales Management, Lines Of Credit, Refinance, Residential Mortgages, FHA, Relationship Management, Customer Retention, Commercial Mortgages, Real Estate, Small Business, Cash Management, Construction Loans, Home Equity Loans, USDA, Credit Risk, Home Equity Lines of..., VA loans, Asset Based Lending, Mortgage Underwriting, SBA, Treasury Management, FHA financing
Education
Academy of Art University
JP Morgan Chase January 2011 - April 2015
JPMorgan Securities, Inc. December 2007 - March 2011
Merrill Lynch 2003 - 2007
Fleet Boston Financial - (Legacy Summit Bancorp) 2001 - 2003
Summit Bank March 1997 - 2001
South Eastern Pennsylvania Transportation Authority July 1995 - March 1997
Chase Manhattan Corporation 1985 - 1995
Skills
Investment Banking, Retail, Financial Institutions, Portfolio Management, Banking, Corporate Finance, Capital Markets, Private Equity, Financial Structuring, Finance, Risk Management, Commercial Lending, Leadership, Credit Analysis, Business Planning, Financial Services, Asset Management, Loans, Credit, Mergers & Acquisitions, Management, Change Management
Education
FINRA Registered Principal 2006 — 2009
Series 24, 7, 63, 79
Leadership New Jersey 1999 — 2000
Leadership Fellow, Leadership New Jersey helps leaders in New Jersey become leaders of New Jersey.
Harvard University 1999 — 1999
Executive Leadership Series, Executive Education, Program on Negotiation for Senior Executives.
Chase Manhattan Bank 1993 — 1993
Advanced Markets Risk Assessment
Chase Manhattan Bank Global Credit Training and Corporate Finance Program 1990 — 1991
Risk Assessment and Corporate Finance training
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Management Science
Brooklyn Technical HS 1975 — 1979
High School Diploma, Electrical Engineering
Discover Financial Services July 2014 - Present
1027 Davis Street, LLC May 2004 - Present
Wheel & Sprocket, Inc. January 2013 - January 2014
Ten 27 Cycles FKA Turin Bicycle Evanston March 2004 - December 2012
Discover Financial Services January 1995 - February 2004
Discover Financial Services April 1991 - December 1994
Chase Manhattan Corporation June 1978 - September 1990
Skills
Marketing, Strategic Planning, Cycling, Small Business, Event Planning, Leadership, Public Relations, Public Speaking, Project Management, Marketing Strategy, Team Building, Strategic Financial..., Negotiation, Business Strategy, New Business Development, Event Management, Coaching, Risk Management, Financial Planning, Financial Analysis, Operations Management, Sports Marketing, Sponsorship Sales, Sponsorship Programs, Credit Risk, Staff Development, Program Management, Strategy, Management, Analysis, Budgets, Forecasting, Team Leadership
Education
New York University - Leonard N. Stern School of Business 1978 — 1984
MBA, Finance
Cornell University 1974 — 1978
BS, Operations Research & Industrial Engineering
BNP Paribas June 2015 - Present
BNP Paribas - Mexico October 2011 - Present
BNP Paribas - New York & London July 2007 - September 2011
BNP Paribas - New York October 2004 - September 2007
Chase Manhattan Corporation 1989 - 2000
Skills
Investment Banking, Board of Directors, Management, Private Equity, Leveraged Finance, Corporate Finance, Fixed Income, Mergers & Acquisitions, Capital Markets, Financial Modeling, Due Diligence, Credit Risk, Valuation
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Stanford University 1988 — 1989
M.A., Latin American Studies - Economics
Bryn Mawr College 1984 — 1988
B.A., Economics; Computer Science
Aramark - Cleveland Clinic Hospital April 2015 - Present
chick masters incubators inc. August 2014 - April 2015
Vitamix Blenders May 2014 - July 2014
Jo-Ann Stores, Inc. 2014 - 2014
DC Comics - a Warner Brothers Entertainment Company January 2011 - June 2012
Warner Bros. Entertainment Group of Companies 1999 - 2012
DC Comics February 1999 - December 2010
Various Temporary Assignments October 1990 - October 1998
Chase Manhattan Corporation September 1978 - September 1990
Skills
Google Analytics, Publishing, Creative Writing, Books, Entertainment, Digital Media, Storytelling, Content Development, Storyboarding, Screenwriting, QuarkXPress, Publicity, Management, Television, Content Management, Art, Magazines, Layout, Film, Video, Social Networking, Facebook, Press Releases, Final Cut Pro, Film Production, Video Production, Web Content, Creative Direction
Education
Queens Adult Learning Center 2011 — 2012
Certificate, Certification course in Dreamweaver CS5
Laguardia Community College 1991 — 1998
AS, Accounting Data Entries
City University of New York-Baruch College 1985 — 1986
Associate's degree, Accounting and Computer Science
Microsoft July 2012 - Present
Softchoice October 2010 - July 2012
Softchoice June 2009 - October 2010
US Bank January 2008 - December 2008
Chase Manhattan Corporation June 2006 - December 2007
Best Buy June 2003 - May 2006
Skills
Solution Selling, Selling, Account Management, New Business Development, Management, Sales Management, Team Leadership, Contract Negotiation, Microsoft Licensing, Consultative Selling, Sales Pipeline..., Vendor Relations, Licensing Negotiations, SaaS, Cross-cultural Teams, Cloud Computing IaaS, PaaS
Education
DePaul University 2002 — 2004
BS, Commerce
College of DuPage 1999 — 2002
Associate's Degree, Liberal Arts
Lyons Township HIgh School 1995 — 1999
Great Oakland Public Schools July 2015 - Present
Oakland Technology Exchange West July 2014 - June 2015
Oakland Unified School District 2014 - 2015
KeyBank 2012 - 2013
M & T Bank 2010 - 2012
Bank of America 2004 - 2010
JP Morgan Chase 2002 - 2004
Deloitte Consulting 2000 - 2001
Chase Manhattan Corporation 1998 - 2000
Skills
Strategic Planning, Business Development, Fundraising, Financial Analysis, Alumni Cultivation, Change Management, Power Networking
Education
Harvard University Kennedy School of Government 2013 — 2014
MPA, Mid-Career Program
Columbia University - Columbia Business School 2011 — 2013
MBA, Executive Program, Social Enterprise and Leadership
Morehouse College 1994 — 1998
BA, Business Administration
Semester at Sea Study Abroad Program 1997 — 1997
Fordham Preparatory School 1990 — 1994
Ohio BWC January 2014 - Present
Sweet Addictions Bakery 2007 - Present
Independent Insurance Agent October 2010 - January 2014
Endign February 2013 - May 2013
Manta Media Inc. dba Manta December 2010 - August 2012
New York Life Insurance Company May 2010 - October 2010
AT&T August 2003 - September 2009
Chase Manhattan Corporation April 1999 - August 2003
Skills
Sales, Leadership, Insurance, Customer Service, Recruiting, Management, Marketing, Budgets
Education
Central State University 1993 — 1997
Business Management/ HospitalityManagement
Mifflin High School 1989 — 1993
College Prep
JLT Specialty USA July 2015 - Present
Aon November 2008 - July 2015
Citi Group December 2006 - November 2008
Wells Fargo May 2003 - 2006
Wells Fargo January 2000 - September 2003
Dime Bank/North American Mortgage September 1997 - January 2000
Chase Manhattan Corporation September 1992 - 1997
Skills
Mortgage Lending, Credit, Mortgage Banking, Loan Origination, FHA, Salesforce.com, Risk Management, Credit Analysis, Relationship Management, Financial Analysis, Banking, Financial Services, Loans, Sales, Underwriting, Management, Leadership, Selling, Business Development, Insurance, Financial Risk, Marketing, Customer Service, Analysis
Education
Columbia College 2013 — 2016
Bachelor's Degree, Management Information Systems
Columbia College 2014 — 2015
Associate's Degree
College of DuPage 1987 — 1989
Advertising Design and Illustration
Bank of America March 2004 - Present
Capital Markets Credit Analysts Society (CMCAS) 2007 - May 2011
BNP Paribas February 1998 - February 2004
Merrill Lynch September 1997 - March 1998
Chase Manhattan Corporation March 1993 - September 1997
Sumitomo Trust and Banking August 1990 - March 1993
Skills
Hedge Funds, Credit Risk, Capital Markets, Derivatives, Fixed Income, Credit Analysis, Structured Finance, Portfolio Management, Investment Banking, Equities, Financial Institutions, Alternative Investments, Risk Management, Credit, Securitization, Bloomberg, Financial Risk, Banking, Market Risk, Prime Brokerage
Education
University of Pennsylvania - The Wharton School 1988 — 1990
B.S., Economics
Augsburg College 1986 — 1988
Beyond Today International May 2011 - Present
National Speaker on Mental Health Issues February 2013 - Present
AMD October 2010 - March 2011
Microsoft Corporation February 2009 - February 2010
SAAS Services, Inc December 2003 - March 2008
Florida Memorial University March 2002 - September 2005
Cushman & Wakefield December 2000 - January 2002
Chase Manhattan Corporation August 1992 - December 1995
Skills
Mental Health, Social Services, Leadership, Community Development, Community Outreach, Management, Program Management, Policy, Training, Public Speaking, Nonprofits, Strategic Planning, Budgets, Financial Analysis, Cross-functional Team..., Strategy, Case Management, Human Resources, Team Building, Management Consulting, Microsoft Office, Team Leadership, Spanish, Data Analysis, Strategic Financial..., Financial Reporting, French, Peer Support, Cash Management, Financial Modeling, QuickBooks, Health Advocacy, Financial Statements, Financial Accounting, Management Accounting, Treasury Management, Activism, Integrated Care, Social Housing, Mentoring, Mental Health Peer..., Mentorship, Housing
Education
Boston College 1988 — 1992
BS, Finance and Marketing
Via Hope 2011 — 2013
Peer Support
Hogg Foundation 2011 — 2011
Peer Support
Cape Elizabeth High School 1984 — 1998
BlueMetal Architects April 2012 - Present
Quantix Corp January 1994 - 2012
Bulwark Solutions March 2009 - January 2010
Fidelity Investments August 1993 - July 2008
PHT Corporation December 1999 - January 2001
Chase Manhattan Corporation June 1993 - August 1993
Sony Music Entertainment February 1993 - June 1993
Computer Task Group December 1992 - February 1993
Chemical Bank August 1992 - August 1992
Pyramid Development Corp May 1992 - July 1992
Skills
Enterprise Architecture, .NET, WCF, Visual Studio, Software Development, Windows, VSTO, SOA, VBA, Architecture, SharePoint, SDLC, Enterprise Software, Microsoft SQL Server, ASP.NET, C#, Web Services, Design Patterns, T-SQL, WPF, TFS, Silverlight, Architectures
Education
Carnegie Mellon University
John Wiley & Sons, Inc. September 1999 - Present
Chase Manhattan Corporation June 1997 - September 1999
NYU January 1998 - May 1999
Sullivan & Cromwell LLP July 1992 - June 1997
Morgan Stanley (formerly Dean Witter Reynolds, Inc.) May 1989 - July 1992
Dr. M.D. Koplow January 1983 - 1992
Education
City University of New York-College of Staten Island 1985 — 1988
BS Business, Marketing / Management
City University of New York-Brooklyn College 1983 — 1985
Studio Art
KeyCorp May 2015 - Present
Fifth Third Bank January 2011 - January 2015
First Place Bank November 2006 - December 2010
Chase Manhattan Corporation May 2005 - November 2006
Bank of America(MBNA) June 2000 - May 2005
College Pro Painters February 1999 - September 2000
Sears, Roebuck and Co. June 1994 - May 2000
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 2000
Business
Case Western Reserve University 1995 — 2000
Valley Forge High School 1991 — 1995
College Prepatory
Real Estate Professional December 2012 - Present
Friends of the Arboretum 2014 - 2015
New Hanover County Arboretum 2014 - 2014
Fifth Third Bank February 2011 - December 2012
National City Bank August 1998 - September 2007
Chase Manhattan Corporation 1992 - 1998
Chase 1990 - 1998
Chemical Financial Corporation 1973 - 1994
Skills
Banking, Credit, Loans, Mortgage Lending, Consumer Lending, Leadership, Management, Strategy, Sales, Executive Management, Sales Management, Business Strategy, Business Development, Mortgage Banking, Mergers & Acquisitions, Financial Services, FHA, Loan Origination, Commercial Lending, Strategic Planning, New Business Development, Customer Satisfaction, Credit Analysis, Customer Service, Start-ups, Recruiting, Business Planning, Sales Operations, Marketing, Portfolio Management
Education
Campbell University 1969 — 1973
BBA, Business Administration
American Electric Power December 2000 - Present
Chase Manhattan Corporation March 1998 - December 2000
CompuServe 1992 - 1998
Skills
NERC, Lotus Notes, Troubleshooting, Software Documentation, Technical Support, SharePoint, Energy, Disaster Recovery, Visio, BMC Remedy, Process Improvement, AMI, Electric Power, Access, Smart Grid, Active Directory, Windows Server, Requirements Gathering, Information Technology, System Deployment, Security
Education
Columbus State Community College 2000 — 2005
Associate, Business Management
Franklin University 1995 — 2000
Bachelors, Business Administration
Ameriprise Financial Services, Inc. June 1993 - Present
MetLife March 1990 - October 1992
Chase Manhattan Corporation March 1980 - March 1990
Skills
Retirement Planning, Strategic Financial..., Investments, Estate Planning, Retirement, Financial Planners, Finance, Small Business, Management, Personal Finance, Financial Goals, Wealth Management, Fixed Annuities, Series 7, Mutual Funds, Asset Allocation, Investment Advisory, Series 63, Financial Advisory, Investment Strategies
Education
College for Financial Planning 2008 — 2009
CRPC, Retirement Planning
Bayside High School
JLL 2014 - Present
Newmark Grubb Knight Frank 2010 - 2014
Newmark Knight Frank March 2010 - March 2013
Time Inc. 2006 - 2010
AIG 2003 - 2006
Ivy Equities Management, Inc. 2001 - 2003
American Express 1999 - 2001
New York Life Insurance Company 1996 - 1999
Chemical Bank 1989 - 1996
Chase Manhattan Corporation 1987 - 1989
Skills
Corporate Real Estate, Investment Properties, Site Selection, Real Estate, Tenant, Leases, Location Intelligence, Landlord, Lease Administration, Commercial Real Estate, Real Estate Transactions, REO, Disposition, Real Estate Economics, Facilities Management, Relocation, Real Estate Development, Property Management, Portfolio Management, Brokerage, International Real..., Due Diligence, Commercial Leasing, Real Estate Financing, Property, Financial Analysis, Commercial Real Estate..., Lease Negotiations, Tenant Representation, Transaction Management, Landlords, Mergers & Acquisitions, Contract Negotiation
Education
New York University 1988 — 1991
MS, Real Estate
Boston University Questrom School of Business 1980 — 1984
BS-BA, Mangement & Marketing
Getabout, Inc. July 2015 - Present
St. Mark's Episcopal Church January 2015 - Present
Society of Colonial Wars in the State of Connecticut May 2014 - Present
The Solaris Group, LLC January 2012 - March 2013
Morgan Stanley Smith Barney July 1999 - June 2010
Putnam Capital Alliance September 1998 - March 1999
Citibank November 1989 - September 1998
Bloomberg September 1987 - June 1989
Chase Manhattan Corporation September 1986 - May 1987
Kidder Peabody September 1980 - September 1986
Skills
New Business Development, Portfolio Management, Client Relationship, Mutual Funds, Asset Management, Investments, Investment Banking, Series 7, Bloomberg, Hedge Funds, Finance, Financial Analysis, Asset Managment, Banking, Alternative Investments, Equities, Start-ups, Fixed Income
Education
Boston University 1973 — 1978
BA, Latin American Economics
St. George's School Newport, RI
Fidelity Investments March 2010 - Present
The Gartland and Mellina Group June 2009 - Present
Vietnam Partners LLC January 2008 - December 2010
Morgan Stanley January 1975 - December 2007
Morgan Stanley Trust Company 1991 - 1998
Chase Manhattan Corporation 1975 - 1978
Skills
Fixed Income, Equities, Derivatives, Hedge Funds, Investments, Asset Managment, Securities, Capital Markets, Risk Management, Investment Banking, Bloomberg, Electronic Trading, Trading Systems, Portfolio Management, Trading, Series 7, Financial Services, Wealth Management, Financial Markets, Alternative Investments
Education
Columbia University in the City of New York 1974 — 1975
M.S., Industrial Engineering
Hofstra University 1972 — 1974
B.S., Industrial Engineering
Hotwire December 2011 - Present
AT&T Global Services September 2011 - December 2011
Chase Manhattan Corporation December 2010 - September 2011
Tek Systems @ Bank of America July 2010 - December 2010
Verizon Business January 2009 - July 2010
T-Mobile April 2007 - March 2009
Multiple Fortune 500 Multi National Companies July 2003 - June 2006
Education
Texas A&M University-Kingsville 2006 — 2008
MS, Industrial Engineering and Management
Anna University 1999 — 2003
B.E, Electronics and Instrumentation Engineering
Western Union September 2003 - Present
EDS December 1991 - March 2003
Chase Manhattan Corporation June 1991 - December 1992
Skills
Visio, SDLC, Unix, Agile Methodologies, Business Analysis, Vendor Management, Requirements Analysis, Application Architecture, SharePoint, SQL, Enterprise Architecture, Requirements Gathering, Integration, Databases
Education
New Jersey Institute of Technology 1984 — 1988
Master of Science, Computer Science
Vitebski Dzjaržauny Tehnalagièny Universitet 1974 — 1979
Bachelor of science, Industrial engineering
JPMorgan Private Bank January 1996 - Present
Boys and Girls Club of Collier County 1987 - Present
Women's Initiative Network 2010 - 2013
Immokalee Foundation 1996 - 2011
JP Morgan 1996 - 2010
Conservancy of Southwest Florida 2007 - 2009
David Lawrence Foundation Board 2005 - 2009
David Lawrence Foundation 2002 - 2009
Greater Naples Leadership 2004 - 2005
Chase Manhattan Corporation July 1987 - May 1996
Skills
Public Relations, Wealth Management..., Wealth Management, Asset Managment, Investments, Risk Management, Asset Allocation, Estate Planning, Alternative Investments, Asset Management, Family Office, Financial Advisory, Leadership, Loans, Mortgage Lending, Public Speaking, Finance, High Net Worth..., Securities, Financial Services
Education
Nova Southeastern University 2000 — 2002
Certificate, Financial Planning
Arizona State University 1979 — 1982
BA, Public Relations Communication
SolarCity October 2011 - Present
Christopher Maddox Photography September 2007 - Present
Love Walks November 2005 - April 2012
Food for the Hungry January 2009 - June 2009
Highlands Church 1999 - 2009
Chase Manhattan Corporation December 2004 - July 2007
Best Buy September 2000 - May 2004
Skills
Fundraising, Non-profits, Public Speaking, Conflict Resolution, Marketing, Event Planning, Sales, Customer Service, Community Outreach, Social Media, Leadership Development, Strategic Planning, Networking, Grant Writing, Team Building, Research, Proposal Writing, Project Management, Event Management, Microsoft Office, Nonprofits, Photography, Training, Social Networking, Leadership
Education
Arizona State University 2007 — 2009
B.A., Nonprofit Leadership and Management
Scottsdale Community College 2003 — 2006
AAS, Business Management
JP Morgan Chase June 2012 - Present
Ernst & Young contract through Kest Inc December 2011 - February 2012
Chartis Insurance December 2009 - January 2011
Provident Bank contract thru robert Half October 2008 - January 2009
JP Morgan Chase January 1981 - September 2008
Chase Manhattan Corporation 1998 - December 2002
Chemical Bank September 1992 - December 1998
Manufacturers Hanover Trust January 1981 - August 1992
Skills
SDLC, Requirements Analysis, Business Analysis, PMP, MS Project, Software Project...
Education
Stony Brook University 2009 — 2009
Bsuiness Analysis Certificaiton
Queens College 1973 — 1976
MLS, Library Science
The George Washington University 1971 — 1971
NA, Education
City University of New York City College 1967 — 1971
BA, Sociology
MutualOne Bank January 2014 - Present
Leader Bank March 2012 - October 2013
MetLife Home Loans October 2011 - March 2012
Bank of America June 2006 - October 2011
Countrywide Home Loans August 2003 - May 2006
SunGard October 2000 - April 2002
Chase Manhattan Corporation January 1999 - October 2000
Kemper Insurance January 1998 - December 1998
Skills
Mortgage Underwriting, Residential Mortgages, Mortgage Lending, Credit Risk, Financial Analysis, Client Relations Skills, Loans, Underwriting, Home Equity Loans, Financial Risk, Finance, Refinance, FHA, Credit Analysis
Education
Ithaca College 1992 — 1994
BS, Finance
Bentley University 1990 — 1992
Manhasset High School
Wellford Energy Group March 2013 - Present
HSH Nordbank July 2008 - March 2013
NREL 2010 - 2010
Moodys Investor Services July 2004 - June 2008
Moodys Investors Service 2004 - 2008
CIBC World Markets July 1997 - June 2004
Credit Suisse First Boston May 1996 - July 1997
Chase Manhattan Corporation April 1994 - May 1996
Education
Columbia Engineering 1991 — 1993
M.S., Engineering - Mineral Economics
Sewanee-The University of the South 1987 — 1991
B.S., Physics
Trinity College Kandy, Sri Lanka
CBC Companies February 2008 - Present
NetJets, Inc October 2005 - January 2008
American Electric Power September 2001 - September 2005
NetJets, Inc. November 1997 - September 2001
Information Control Corp April 1996 - November 1997
Chase Manhattan Corporation 1995 - 1996
Skills
Disaster Recovery, Cisco Technologies, Storage Area Networks, Unix, Systems Management, Powershell, Storage, Virtualization, High Availability, Linux, Cloud Computing, Infrastructure, Servers, SAN, VMware, Data Center, Solaris, NAS, Hardware, Piloting
Education
Capella University 2006 — 2009
Graduate Studies
Franklin University 1988 — 1992
B.S.
Joyful Kitchen Cooking School, LLC November 2013 - Present
Babson College October 2012 - Present
Stuck on You USA December 2000 - August 2011
The Art of Eating August 1996 - June 2000
The Optima Group 1995 - 1996
Chase Manhattan Corporation September 1988 - 1995
Skills
Entrepreneurship, Event Planning, Social Media Marketing, Public Speaking, Culinary Skills, Leadership, Marketing Strategy, Customer Service, Sales, Product Development, Culinary Travel, Financial Services, Mutual Funds, Product Marketing, Teaching, Recipes, Cooking, Advertising, Public Relations, Marketing, Social Media
Education
The Institute of Culinary Education 1990 — 1993
Culinary Arts, Classic French Cooking, Culinary Arts Diploma
Columbia University - School of International and Public Affairs 1986 — 1988
MIA, International Business
SUNY Albany 1982 — 1986
Bachelor of Arts (BA), International Relations and Affairs, Phi Beta Kappa
New American Funding Wholesale July 2012 - Present
Century 21 Adobe Realty February 2010 - Present
National City Bank March 2000 - January 2008
National City Bank 2000 - 2008
National City Home Equity 2000 - 2007
Chase Home Mortgage February 1997 - March 2000
The Chase Manhattan Bank 1997 - 2000
Chase Home Mortgage Corporation 1990 - 2000
Chase Manhattan Corporation January 1990 - March 1997
Chase Manhattan Bank January 1990 - January 1997
Skills
Mortgage, Underwriting
Education
California State University
Bachelor of Arts
California State University-Northridge
BA, Liberal Studies
Fitzgerald Financial/Monarch Bank January 2010 - Present
Bank of America Home Loans 2006 - 2009
Chase Manhattan Corporation 1998 - 2006
Various Mortgage Banking Organizations September 1986 - 1997
American Instituted of Real Estate Appraisers January 1977 - September 1986
Skills
Refinance, Loans, Finance, Mortgage Marketing, Mortgage Banking, Loan Origination, FHA, Credit, Residential Mortgages, Banking, VA loans, FHA financing, Credit Analysis, USDA, First Time Home Buyers, Real Estate, Mortgage Underwriting, Mortgage Lending, Referrals, VA Loans, Residential Homes
Education
American University - Kogod School of Business 1979 — 1981
Real Estate and Urban Development
West Virginia Wesleyan College 1971 — 1976
BS, Business Management
Robeco Investment Management/Boston Partners February 2002 - Present
College of the Holy Cross May 1981 - Present
Catholic Memorial School September 2008 - Present
New England Province of Jesuits September 2007 - Present
BNY Mellon December 1999 - February 2002
BankBoston March 1987 - November 1999
Chase Manhattan Corporation September 1981 - March 1987
SEIU April 1978 - October 1981
UFCW September 1975 - June 1978
Skills
Institutional..., Fixed Income, Asset Allocation, Alternative Investments, Asset Managment, Due Diligence, Mutual Funds, Portfolio Management, Hedge Funds, Equities, Financial Services, Valuation, Investment Management, Investments, Structured Finance
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
MBA, Finance
College of the Holy Cross 1977 — 1981
AB - Cum Laude, History
Catholic Memorial High School 1973 — 1977
St. Bartholomew School 1964 — 1973
American Express April 2013 - Present
American Express September 2011 - April 2013
American Express November 2004 - October 2011
American Express May 2002 - October 2004
American Express April 1999 - September 2003
Chase Manhattan Corporation August 1996 - April 1999
Chase Manhattan Corporation March 1992 - August 1996
Skills
Customer Acquisition, Loyalty Marketing, Segmentation, Analytics, Loyalty Programs, Credit Cards, Strategic Partnerships, Database Marketing, Direct Marketing, Customer Experience, Customer Retention, Digital Marketing, Marketing Strategy, Competitive Analysis, Relationship Management, Marketing, New Business Development
Education
City University of New York
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Destination Rewards September 2010 - Present
Harrison Direct LLC 2007 - 2010
Direct Mail Express June 2001 - May 2007
Active International May 2000 - May 2001
Active International January 1996 - May 2000
Liberty Travel March 1994 - December 1995
Chase Manhattan Corporation August 1992 - March 1994
Chase Manhattan Corporation July 1990 - August 1992
Skills
Organization, Direct Marketing, Customer Acquisition, Integrated Marketing, Marketing Strategy, Lead Generation, Direct Mail, Advertising, New Business Development, Customer Retention, Loyalty Programs, Digital Marketing, Account Management, Online Marketing, Leadership, E-commerce, Marketing, Marketing Management, Product Marketing, Analytics, Marketing Communications, Brand Development, Strategic Partnerships, B2B, Multi-channel Marketing, Mobile Marketing, SEM, Brand Awareness, CRM, PPC, Interactive Marketing, Digital Strategy, Brand Management, Competitive Analysis, Affiliate Marketing, Strategy, SEO, Web Analytics, Loyalty Marketing, B2B Marketing, Marketing Research, Database Marketing, Media Planning
Education
Fordham Gabelli School of Business 1991 — 1994
MBA, Marketing
Binghamton University - School of Management 1986 — 1990
BS, Finance
AIG Property Casualty June 2011 - January 2013
AIG February 2002 - July 2011
Managing Credit Risk with Ed Altman & Jack Caouette January 1998 - April 2008
Paul Narayanan Financial Consulting January 1995 - January 2002
CapMac 1997 - 1998
Resolution Trust Corporation September 1990 - December 1995
First National Bank of Boston August 1984 - July 1988
Chase Manhattan Corporation July 1979 - June 1984
Booz Allen Hamilton August 1976 - June 1979
Skills
SPSS, Angoss Knowledge Studio..., LINGO Optimization..., Excel and Access,..., Moodys KMV Risk Monitor, Moodys KMV Risk Frontier, @Risk Simulation..., FINCAD, Corelogic and Intex -..., Predictive Analytics, Financial Risk Analytics, Economic Capital, Pricing Analytics, Stress testing, Model Validations, Consultive..., Business and Risk..., Project Management, Writing Skills, Critical Thinking, Capital IQ, CreditPro, Risk Management, Credit Risk, Equities, Structured Finance, Stress Testing, Pricing, Finance, Credit, Financial Modeling, Portfolio Management, Financial Services, Asset Management, Capital Markets, Derivatives, Investments, Fixed Income, Financial Risk, Valuation
Education
New York University - Leonard N. Stern School of Business 1974 — 1976
MBA, Finance
College of Engineering Pune 1965 — 1969
BE, Mechanical Engineering
Douglas Elliman May 2007 - Present
Douglas Elliman Real Estate 2007 - Present
Allan Schneider Associates then Corcoran April 2002 - April 2007
Chase Manhattan Corporation December 1976 - July 2001
Skills
French, CIPS, Green, English, German, ABR, Real Estate, Investment Properties, Rentals, Real Estate Transactions, Luxury, Condos, Townhomes, International Real..., Investors, Sellers, Buyers, Referrals, Listings, Buyer Representation, Waterfront, Relocation
Education
Commerce, Business
New York University
Business
NEW YORK CITY DEPT. OF HOMELESS SERVICES (DHS) December 2013 - Present
Hope Management Consulting, LLC 2009 - Present
NYC Dept of Health Mental Hygiene Bureau of Early Intervention July 2010 - June 2013
NYC Administration for Children's Services (ACS) January 1998 - December 2008
The National Basketball Association October 1996 - December 1997
Chase Manhattan Corporation July 1994 - September 1996
Skills
Project Management and..., Business Process..., Change Management, MS Project, Quality Assurance, Marketing, Technology Needs..., Curriculum Design, Strategic Planning, Management Consulting, Program Management, Business Process..., Process Improvement, Business Strategy, Project Management, Leadership Development, Management, Training, Project Planning, Analysis, Visio, Integration, PMP, Requirements Analysis, Business Process, Team Building, Software Documentation, Human Resources, Budgets, Databases, Strategy, Testing, Software Development, Leadership, Consulting, PMO, Microsoft Project
Education
Pace University - Lubin School of Business 1990 — 1992
MBA, Dual Major: Investment Portfolio Finance and Strategic Management
Barnard College
B.A., Music - Theory, Analysis and Cello concentration
Interactive Data July 2013 - Present
Contingency Planning Exchange (CPE) 1990 - Present
Disaster Resource Guide February 2009 - Present
Bloomberg March 2009 - April 2013
Federal Reserve Bank of New York September 2005 - November 2008
AllianceBernstein September 2003 - September 2005
Kroll January 2003 - September 2003
Goldman Sachs April 1997 - January 2003
Chase Manhattan Corporation 1995 - March 1997
US Trust 1982 - 1995
Skills
Crisis Management, Business Continuity, Disaster Recovery, Operational Risk..., Business Continuity..., Program Management, Incident Management, Risk Management, Risk Assessment, Operational Risk, Contingency Planning, Enterprise Risk..., Management, Project Planning, IT Strategy, Emergency Management, Business Resilience, ITIL, Process Improvement, Data Center, SDLC, Governance, Business Analysis, Information Security, Leadership, Financial Risk, Policy, Vendor Management, Information Security..., PMO, Project Portfolio...
Education
Columbia Engineering
BS, Industrial Engineering
State University of New York College at Buffalo
MBA, Management
Spacelabs Healthcare February 2008 - Present
ADP 1998 - 2007
Datascope 2004 - 2006
Chase Manhattan Corporation 1993 - 1995
Skills
Hospitals, Nursing, Healthcare, Medical Sales, Critical Care, Capital Equipment, Sales Management, Sales, Medical Devices, Informatics, Sales Presentations, Market Development, Cardiology, Operating Room, Sales Force Development, Product Launch, Disposables
Education
Clarion University of Pennsylvania 1988 — 1992
BS, Business Administration
JPMorgan Chase & Co. March 2010 - July 2015
JPMorgan Chase & Co. May 2002 - March 2010
JPMorgan Chase & Co. September 1998 - May 2002
Chase Manhattan Corporation June 1995 - September 1998
Chemical Bank March 1992 - June 1995
Manufacturers Hanover Bank Delaware October 1986 - March 1992
Manufacturers Hanover Trust June 1978 - October 1986
Manufacturers Hanover Trust June 1974 - June 1978
Skills
Product Management, Cash Management, Management, Project Management, Process Improvement, Business Analysis, Banking
Education
Bergen Community College 1973 — 1973
Citi January 2012 - Present
Citi June 1996 - January 2013
Chase Manhattan Corporation November 1993 - June 1996
Skills
Financial Services, Bottom Line Results, Marketing, Business Strategy, Management, Portfolio Management, Banking, Financial Modeling, Risk Management, Relationship Management, Analytics, Business Analysis, Marketing Strategy, Sales, Credit Risk, Strategy, Process Improvement, Segmentation, Program Management, Cross-functional Team..., Credit Cards, Credit, Vendor Management, Direct Marketing, Leadership, Strategic Planning, Product Management
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1986 — 1988
BS, Biochemical Engineering
Augustana University (SD)
BA, Chemistry
Sheridan Healthcorp 2013 - Present
Concentra 2001 - 2013
Data Return 1999 - 2001
Precept Business Services, Inc. 1997 - 1999
Chase Manhattan Corporation 1996 - 1997
First Interstate Bank 1992 - 1996
Skills
Mergers, Banking, Strategic Planning, Financial Modeling, Process Improvement, Due Diligence, Financial Analysis, New Business Development, Executive Management, Team Building, Acquisition Integration, Business Strategy, Start-ups, Contract Negotiation, Corporate Development, Business Development, Budgets, Corporate Finance, Forecasting, Financial Reporting, Operations Management
Education
The University of Texas at Arlington 1999 — 2001
MBA, Finance
Baylor University 1988 — 1992
BBA, Finance
Tick Tock non profit May 2015 - Present
SB Workshops September 2011 - Present
TONI&GUY January 2007 - Present
Salon BeLor Inc September 2004 - Present
Bethany Wing September 1998 - Present
WorldCare 1999 - 2003
BankBoston 1998 - 1999
Attitash October 1997 - July 1998
Chase Manhattan Corporation September 1996 - 1997
Fidelity Investments September 1995 - September 1996
Skills
Small Business..., Cosmetics, Beauty Industry, Fashion, Photo Shoots, Hair Cutting, Fashion Shows, Beauty, Runway, Salons, Makeup Artistry, Skin Care, Small Business, Styling, Weddings, Spa, Customer Service, Social Media
Education
LIBS 1998 — 1999
Cosmetology
Cape Cod Community College 1993 — 1994
Visual Arts
Redken Exchange NY
Certified, Cosmetology
Tony and Guy Advanced Acedemy NY
Cosmetology
Macmillan/Holtzbrinck Publishers May 2011 - Present
Ann Inc. (formerly Ann Taylor) 2006 - April 2011
AT&T 1995 - 2004
JPMChase 1990 - 1995
Chase Manhattan Corporation 1988 - 1990
Paine Webber February 1988 - May 1988
Skills
EIGRP, OSPF, TCP/IP, QoS, RIP, IPv6, Routing, VPN, Switches, Load Balancing, BGP, Network Engineering, Network Security, Firewalls, Network Design, Data Center, Security, Cisco, VoIP, Routers, IP, VLAN, WAN, IP Networking, LAN/WAN, Virtualization, Ethernet, IPSec, ASA, Wireless, Cisco Switches, IDS, IPS, WLAN, Cisco Nexus, Performance Improvement, Netflow, Cisco Technologies, LAN-WAN, Networking, Disaster Recovery, Troubleshooting, Active Directory, Infrastructure, Network Architecture, Information Technology, Hardware, ITIL, DNS, Wireless Networking
Education
Polytechnic University
M.S., Telecommunications networks
City University of New York City College
B.E.(E.E), electrical engineering
Baruch College, City University of New York (CUNY)
B.B.A., Computer sytems, Cum Laude
Ayata January 2015 - Present
Alpha-DNA November 2014 - Present
cy.XL LLC October 2014 - Present
Barclays December 2012 - September 2014
Booz & Co. February 2011 - November 2012
Independent Consulting January 2009 - January 2011
Sears Holdings October 2005 - November 2008
McKinsey & Company August 1999 - October 2005
Mercer Management Consulting 1994 - 1999
Chase Manhattan Corporation 1989 - 1994
Skills
Business Strategy, Analytics, Customer Experience, Segmentation, Digital Strategy, Change Management, Customer Insight, Multi-channel Marketing, Strategy, Product Development, Financial Services, Management, Management Consulting, Program Management, Business Planning, Customer Acquisition, Process Improvement, Go-to-market Strategy, Marketing, Mergers & Acquisitions, Marketing Strategy, Private Equity, Banking, Marketing Management, Product Management, Executive Management, Finance
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Strategy & Finance
Binghamton University
Ph.D., Public Policy Analysis
LegacyTexas February 2015 - Present
Wells Fargo Private Mortgage Banking March 2002 - January 2015
Chase Manhattan Corporation June 1986 - February 2002
Republic Bank January 1983 - June 1986
Skills
Mortgage, Mortgage Banking, Banking, Mortgage Lending, Coaching, Leadership, Relationship Management, Real Estate, Management, Refinance, Loan Origination, Small Business, Recruiting, Wealth Management, Small Business Lending, Loans, Finance, Construction Loans, Commercial Banking, Sales, Financial Services, Financial Analysis, Investment Properties
Education
Baylor University - Hankamer School of Business 1981 — 1982
MBA, Finance
Baylor University 1979 — 1981
BBA, Economics and Finance
Nassau County July 2004 - Present
JPMorganChase 2000 - 2003
Chase Manhattan Corporation June 1975 - November 1999
Skills
Financial Analysis, Financial Reporting, Accounting, Managerial Finance, Financial Modeling, Budgets, Banking, Financial Services, Business Analysis, Auditing, Process Improvement, Financial Accounting, Microsoft Excel, Risk Management, Sarbanes-Oxley Act, Finance, Government, Management
Education
University of Wisconsin-Madison 1979 — 1981
Bank Administrative Institute
St. John's University, The Peter J. Tobin College of Business 1976 — 1979
MBA, Accounting
City University of New York-Hunter College 1971 — 1975
BS, Accounting
Meridian Bank PA June 2012 - Present
First American Mortgage November 2010 - April 2013
Allied Mortgage Group June 2000 - November 2010
Chase Manhattan Corporation April 1993 - July 2000
Skills
FHA, Underwriting, Mortgage, VA, Mortgage Lending, Conventional, Refinance, Mortgage Banking, USDA, First Time Home Buyers, Loans, VA loans, Certified Mortgage..., Residential Mortgages, Banking, Commercial Lending, Condos, Construction Loans, Credit, FHA financing, Finance, Financial Analysis, Foreclosures, Government Loans, Investment Properties, Investments, Investors, Loan Origination, Loss Mitigation, Management, New Home Sales, REO, Real Estate, Real Estate Financing, Real Estate Transactions, Referrals, Relocation, Reverse Mortgages, Sales, Sellers, Short Sales, Residential Homes, FHA Financing, VA Loans
Education
Bloomsburg University of Pennsylvania 1970 — 1974
Business Mgt, Business
Strathaven High School 1964 — 1970
Bachelor's degree, Business Administration and Management, General
New York Life Insurance Company March 2004 - Present
Chase Manhattan Corporation August 1999 - March 2004
Education
City University of New York 1984 — 1988
Bachelor of Science, Economics
Chase Manhattan Corporation March 2007 - Present
Education
Columbus State Community College 1999 — 2002
BS, Massage Therapy
RiseSmart.com August 2012 - Present
ESI Employee Assistance Group EAP (formerly LongView Associates) 2007 - 2014
CareerWorks, Inc 2009 - 2013
JPMorgan Chase 2000 - 2005
Chase Manhattan Corporation 1998 - 2000
Chase Manhattan Bank 1994 - 1997
Chase Manhattan Bank 1992 - 1994
Chase Manhattan Bank 1990 - 1992
Skills
Career Development, Career Counseling, Job Search, Coaching, Resume Writing, Interviews, Human Resources, Workshop Facilitation, Leadership, Career Management, Staff Development, Recruiting, Interviewing, Career Assessment, Personnel Management, Mentoring, Outplacement, Training, Employee Relations, MBTI, Employee Benefits, Team Building, Strategy, Hiring, Goal Oriented
Education
Columbia University
Master of Arts (M.A.), Organizational Behavior
State University of New York College at Geneseo
B.S., John Wiley School of Business, Management, Human Resources
+ February 2015 - Present
Arizona Department of Transportation / Traffic Operations Center October 2011 - January 2015
Arizona Department of Transporation/ Enforcement April 2011 - October 2011
Crescent Crown Distributing March 2009 - March 2011
Talent Tree October 2008 - February 2009
Western & Southern Financial Group April 2008 - October 2008
First National Bank of Arizona March 2001 - March 2008
Wells Fargo June 2000 - March 2001
Chase Manhattan Corporation October 1999 - June 2000
Norwest Bank June 1998 - August 1999
Skills
Customer Service, Selling, Team Leadership, Banking, Team Building, Negotiation, Sales Management, New Business Development, Strategic Planning, Account Management, Budgets, Process Improvement, Management, Microsoft Office, Contract Negotiation, Salesforce.com, Project Management, House Trained, Baseball Score Keep, Sales, Leadership, Risk Management, Public Speaking, Outlook, Event Planning, Training, Microsoft Excel, Microsoft Word
Education
Arizona State University 1998 — 2005
KeyBank June 2011 - Present
KeyCorp May 2010 - May 2011
KeyCorp December 2007 - May 2010
KeyCorp June 2005 - December 2006
Alltel 2003 - 2005
Chase Manhattan Corporation 1995 - 2000
Skills
Vendor Management, Resource Management, Cross-functional Team..., Process Improvement, Project Management, Change Management, PMP, Integration, Management, Telecommunications, PMO, Six Sigma, Banking, Strategic Planning, Budgets, SDLC, Business Analysis, Portfolio Management
Education
Baldwin Wallace University 1993 — 1995
BA
Citi January 2012 - Present
Citigroup January 2010 - January 2012
Citigroup April 2008 - January 2010
Lehman Brothers September 1997 - April 2008
Chase Manhattan Corporation June 1994 - September 1997
Skills
Middle Office, Asset Management, Credit, Fixed Income, Securities, Rates, FINRA, Strategy, Internal Audit, Trading Systems, Derivatives, FX Options, Investment Management, Project Planning, Risk Management, Valuation, Dodd-Frank, Capital Markets, Operations Management, Investment Banking, Trading, Prime Brokerage, Equities, Credit Derivatives, Hedge Funds, Electronic Trading, Equity Derivatives, Options, Structured Products, Bloomberg, Interest Rate..., Market Data, Financial Markets
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
MBA, Finance
Manhattan College 1990 — 1994
BS, Finance / MIS
St Anthony's
Benjamin D. Freilich, MD, FACS February 2009 - Present
Conference on Jewish Material Claims Against Germany, Inc. April 1999 - April 2001
Conference on Jewish Material Claims Against Germany, Inc. November 1998 - April 1999
New York State Banking Department August 1997 - November 1998
Chase Manhattan Corporation August 1992 - August 1997
Education
Boston University Questrom School of Business 1988 — 1992
B.S., Business Administration with concentrations in Accounting and Finance
Skyline Home Loans NW November 2014 - Present
Tri-Emerald Financial Group September 2012 - November 2014
Bank of Internet December 2010 - April 2012
Hawaii Kai Retirement Community June 2009 - November 2009
MVP Hawaii June 2008 - April 2009
Bank of Hawaii August 2007 - May 2008
Chase Manhattan Corporation 1999 - 2006
Skills
Management, Credit, Sales, Mortgage Lending, Advertising, Banking, Finance, Residential Homes, First Time Home Buyers, Loans, New Business Development, Loan Origination, Sales Management, Analysis, Residential Mortgages, Jumbo Mortgage, Processing, FHA, VA loans, Building Relationships, VA Loans
Education
Chaminade University of Honolulu 1986 — 1989
BA, Business Management
Chaminade University of Honolulu 1986 — 1989
Bachelor of Business Administration (B.B.A.), Business Management
Willkie Farr & Gallagher LLP April 2011 - January 2015
Proskauer Rose LLP June 2010 - January 2011
Perry Systems, Inc. September 2009 - February 2010
KPMG June 2009 - September 2009
Debevoise & Plimpton LLP November 2002 - February 2009
USinternetworking Inc. March 1999 - July 2001
Chase Manhattan Corporation October 1996 - April 1998
Skills
SharePoint, jQuery, AJAX, LINQ, C#, ASP.NET, Visual Basic, Microsoft SQL Server, IIS, Crystal Reports, JavaScript, Databases, SQL, XML, SDLC, ASP, Web Services
Education
Moscow Transport Institute (MTI) 1982 — 1987
M.S., Computer Science, Economics
COJO
Innovus Partners January 2015 - Present
Innovus Partners September 2013 - Present
Centerline Capital Group August 2009 - September 2013
JGI December 2006 - August 2009
Park B Smith Inc November 2003 - December 2006
Sabert Corporation May 2003 - November 2003
Ramsey Board of Education March 2000 - May 2003
Chase Manhattan Corporation September 1999 - November 1999
Skills
Servers, Microsoft SQL Server, Cloud Computing, Networking, Information Technology, Analysis, SharePoint, SQL, Integration, Software Development, Vendor Management, Business Intelligence, Business Analysis, Visio, SDLC, Troubleshooting, ERP, Crystal Reports, Business Process..., Data Warehousing, Databases, Process Improvement, Software Documentation, Oracle, PeopleSoft
Education
Ashford University 2009 — 2013
Bachelor, Business Information Systems
State University of New York at Canton 1997 — 1999
Associate, Computer Information Systems
New York Institute of Technology 2013 - Present
Capital One July 2005 - October 2008
Newsday November 1998 - July 2005
Internal Revenue Service 1997 - 1998
Chase Manhattan Corporation November 1984 - May 1997
Bloom Hochberg & Co., CPAs 1982 - 1984
Skills
Auditing, Risk Management, Accounting, Sarbanes-Oxley Act, Internal Audit, Financial Reporting, Finance, Student Financial Aid, IT Audit, Budget Forecasts, Reporting & Analysis, Tax Preparation, Risk Assessment, Strategic Planning, Budgets, Financial Analysis, Banking, Management
Education
Adelphi University 1994 — 1997
MBA, Finance and Investments
Hofstra University 1978 — 1982
BBA, Major in Accounting/Audit; Minor in Computers
West Hempstead High School
Regents Diploma
JPMorgan Chase & Co. September 2014 - Present
CIT Trade Finance April 2013 - May 2014
CIT Bank - Small Business Lending 2007 - March 2013
Morgan Stanley Smith Barney 2003 - 2006
Morgan Stanley Smith Barney 2001 - 2003
Capital.com 2000 - 2000
Chase Manhattan Corporation 1997 - 2000
Chemical Bank/Chase Manhattan Bank 1992 - 1997
Skills
Small Business Lending, Middle Market Lending, Sales Management, SBA Loans, Process Improvement, Leveraged Buyouts, Loans, Portfolio Management, Banking, SBA 504, Mergers & Acquisitions, LBO, Credit Analysis, Investments, Asset Based Lending, Risk Management, Credit Risk, Finance, Financial Analysis, Commercial Lending, Commercial Banking, Factoring, Middle Market, Cash Management
Education
Binghamton University - School of Management
Sierra Partners March 2007 - Present
MamaLlama LLC October 2004 - March 2006
Saugatuck Associates June 2000 - September 2004
Global Opportunity Advisors September 1999 - July 2000
AFP Santa Maria July 1996 - May 1997
Chase Manhattan Corporation July 1994 - July 1996
Skills
Investments, Capital Markets, Emerging Markets, Private Equity, Investment Banking, Equities, Mergers & Acquisitions, Corporate Finance, Financial Services
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of Pennsylvania - The Lauder Institute 1997 — 1999
MA, International Studies
Bucknell University 1990 — 1994
BA, Economics, Spanish
Synthesis Plus 2009 - Present
BrandTaxi August 2008 - September 2009
The Brand Union September 2005 - June 2008
Lippincott Mercer 2002 - 2005
Futurebrand 2001 - 2001
Wachovia 1994 - 1999
Chase Manhattan Corporation 1989 - 1994
Skills
Marketing Strategy, Brand Architecture, B2B, Brand Development, Positioning, Consulting, Marketing, Brand Management, Marketing Communications, Market Research, Business Strategy, Digital Strategy, Digital Marketing, Social Media Marketing, Creative Strategy, Advertising, Business Development, Strategy, Direct Marketing, Strategic Partnerships, Customer Insight, Corporate Branding
Education
The New School 1985 — 1988
MA, Media Studies
Boston University
BFA, Theater
Reachi July 2015 - Present
Top Grade Sales 2009 - Present
Appboy January 2014 - May 2015
Urban Airship 2012 - December 2013
SDL International 2010 - 2012
Omniture 2003 - 2008
Excite@Home 1999 - 2003
Sun Microsystems 1997 - 1999
Dow Jones Information Services 1993 - 1997
Chase Manhattan Corporation 1991 - 1993
Skills
Online Marketing, Web Analytics, B2B Marketing, Go-to-market Strategy, Competitive Analysis, SaaS, Enterprise Software, Relationship Marketing, SEO, SEM, PPC, Email Marketing, Social Media Marketing, Google Analytics, Social Media, Cloud Computing, Google Adwords, Digital Marketing, Affiliate Marketing, E-commerce, Online Advertising, Product Management, PaaS, Omniture, Marketing Strategy, Product Marketing, Lead Generation, Conversion Optimization, Market Research, Web 2.0, SMO, Link Building, Digital Strategy, Restructuring, Website Development, Database Marketing, Demand Generation, Organic Search, B2C marketing, Analytics, Multivariate Testing, Strategy, Business Development, Mobile Marketing, Salesforce.com
Education
Richard Stockton College of New Jersey - School of Business 1985 — 1989
BA, Industrial Management & Economics
University of Sydney 1989 — 1990
Japanese Language and Culture Program
American University 1987 — 1988
Washington Internship for Public Policy
Advanced Energy Industries February 2014 - Present
Advanced Energy Industries July 2010 - February 2014
Restrock Inc. - Main Street Grill September 2008 - January 2012
Advanced Energy Industries May 2004 - July 2010
Chase Manhattan Corporation November 2003 - May 2004
First National Bank of Omaha June 2003 - November 2003
Restrock Inc. - Nate's and Tortilla Marissa's February 1997 - February 2003
Freshies Distributing Company August 2001 - May 2002
Skills
SAP, SharePoint, Customer Service, Account Management, Data Analysis, Staff Training, Time Management, Team Leadership, Business Ethics, Creative Problem Solving, Contract Management, Salesforce.com, Microsoft Excel, Six Sigma, Program Management, Meeting Scheduling, Multi-tasking Skills, Process Improvement, Management, Process Analysis, Metrics Reporting, Reliable, Teamwork, Bartending, ServSafe, Sales&Marketing, Personal Banking, Event Planning, Friendly Personality, Eco-friendly, Fun, Creativity, Motivated self-starter, Negotiation, Building Customer..., PowerPoint, Merchandising, INCO terms, International &..., Data Validation, Self-development, Wine Tasting, Homebrewing, Ebay Sales, Phone Etiquette, Email, Outlook, WebEx, Competitive, Food Service
Education
Colorado State University 2011 — 2015
MBA, Master of Business Administration
Colorado State University 1995 — 1998
Bachelor of Science, Business Administration, Marketing Concentration
Colorado Mountain College 1993 — 1995
AA, Associate in Arts
Richmond, The American International University in London 1994 — 1994
Political Science and the Arts
Public Data Archive LLC and Casefiles LLC October 2003 - Present
CAT Data Group LLC 1997 - 2000
Private Swiss Banking Consultant November 1994 - January 1997
China Cement Corporation 1993 - 1997
Harris y Cia. 1991 - 1992
Chase Manhattan Corporation 1989 - 1990
DBL Americas 1987 - 1989
Citibank 1979 - 1987
Ford Brasil SA 1974 - 1974
Skills
Latin America, Spanish, Portuguese, French, Banking, Mergers, Strategic Planning, Negotiation, Research, Operations Management, Product Development, Data Analysis, Sales Management, Contract Negotiation, Writing, New Business Development, SQL, Emerging Markets, Vendor Management, Marketing Strategy, Social Media, Mergers & Acquisitions, Risk Management, Private Equity, Corporate Finance, Management, Entrepreneurship
Education
Middle East Institute 2002 — 2005
Arabic Language
The University of Chicago Booth School of Business 1975 — 1979
MBA, International Business, Statistics
Columbia University - Graduate School of Journalism 1976 — 1976
Publishing, Journalism
Harvard University 1971 — 1975
AB (MCL), Portuguese, French, Arabic, Computers
Universidade de São Paulo 1973 — 1974
Portuguese, French language
Wayland High School 1967 — 1971
HS diploma, French, English
Carter School
AIG July 2014 - Present
American International Group (AIG) April 2012 - June 2014
Weichert Realtors 2001 - 2013
UBS Financial Services December 2005 - March 2012
Not-For-Profit Organization 1995 - 2009
JPMorgan Chase 1999 - 2005
Chase Manhattan Corporation 1996 - 1999
Bank of America 1989 - 1995
Skills
Change Management..., HR Consulting, Strategic Leadership, Change Management, Talent Management, Organizational..., Succession Planning, Organizational Design, Talent Acquisition, Performance Management, Employee Engagement, Employee Relations, Executive Coaching, Sourcing, Human Resources, Cross-functional Team..., Mergers & Acquisitions, Leadership, Personnel Management, Strategy, Coaching, Workforce Planning, Financial Services, Management, Leadership Development, Recruiting, Career Development, Strategic Planning, Training, Policy, Workshop Facilitation, Onboarding, Employee Benefits, Risk Management, Deferred Compensation, Conflict Resolution, Organizational..., Executive Management, Restructuring
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Certification, Executive Education
Fairleigh Dickinson University 2002 — 2004
Certificate Program, Financial Planning (CFP)
College of Saint Elizabeth 1996 — 1998
Human Resources Management
University of Delaware - Lerner College of Business and Economics
Bachelor of Science, Accounting, Finance
Wilmington University
Masters in Business Administration, Finance
GuideStar March 2013 - Present
Rick Grant & Associates January 2010 - 2013
SourceMedia November 1996 - October 2008
Columbia Federal Savings Bank January 1994 - October 1996
Shelterock Mortgage November 1992 - November 1993
Chase Manhattan Corporation June 1988 - September 1992
Skills
Team Statistician, Long..., Home..., Bassist, 1990's Garage..., Juggling (balls, not..., Founding..., Public Relations, Advertising, New Business Development, Social Media, Marketing Strategy, Social Media Marketing, Media Relations, Sales, Publishing, Public Speaking, International Business..., Business Travel, Digital Marketing, Selling, Online Advertising, Digital Media, Business Development, Marketing Communications, Email Marketing, Copywriting, B2B, Strategic Partnerships, Marketing, Integrated Marketing, Management, Nonprofits, Account Management, Content Development, Strategic Planning, Advertising Sales, Social Networking, Blogging, CRM, Corporate Communications, Strategy, Start-ups, Salesforce.com, Online Marketing, Lead Generation, Digital Strategy, Direct Marketing, Sales Operations, SEO, SEM, Content Strategy
Education
Adelphi University 1983 — 1985
BFA, Theatre
Nassau Community College 1980 — 1982
BA, Acting
Garden City High School
Barclays Investment Bank October 2014 - Present
Bank of America September 2012 - October 2014
M23inc March 2009 - September 2012
Credit Suisse February 2008 - February 2009
Barclay's Bank January 2007 - February 2008
Morgan Stanley January 2005 - December 2006
Cendant Corp October 2000 - December 2004
Cendant Corp October 2000 - December 2004
Chase Manhattan Corporation March 1998 - September 2000
PaineWebber Inc February 1997 - March 1998
Skills
PMO, Business Management, Financial Control, Process Optimization, Integration, Basel II, SOX, ERP/CRM, Building Relationships, Cross-functional Team..., Change Management, Sarbanes-Oxley Act, Management, Business Process, Strategy, Financial Modeling, Risk Management
Education
Bryant University 1989 — 1993
BS
Investment Banking Institute
Yearbook Library 1995 - Present
American Vision Centers and Nuvision Optical 1990 - 1995
Chase Manhattan Corporation 1977 - 1990
Synergistic Systems Corporation 1970 - 1977
Arthur T. Roth Graduate School of Business/LIU 1968 - 1970
Skills
Books, Editing, B2B, Marketing Strategy, Television, Retail, Social Media, Project Management, Strategic Planning, Marketing, Public Relations, Publishing, Facebook, Media Relations, Marketing Communications, Event Planning, Photoshop, Strategic Communications, Advertising
Education
Columbia University - Columbia Business School 1965 — 1969
Master of Business Administration (M.B.A.) & All Ph.D Coursework (Everything but Thesis!), Operations Research and Systems Analysis
Nationwide Insurance July 2010 - Present
The Hanover Insurance Group January 2009 - August 2010
Hanover Insurance May 2005 - December 2008
Fleet Credit Card Services 2003 - 2005
Bank One 1998 - 2002
Signet Bank 1994 - 1997
McKinsey & Company 1990 - 1994
Chase Manhattan Corporation 1983 - 1988
Education
University of Virginia Darden School of Business 1988 — 1990
Columbia College (NY) 1978 — 1983
BA, Economics
Citi Managing DirectorCitiAugust 2011 - Present
Bank of Amercia March 2006 - July 2011
Bank of America 2006 - July 2011
JRT Realty November 2003 - February 2006
JP Morgan 1997 - 2002
Chase Manhattan Corporation 1989 - 1997
Chemical Bank 1985 - 1989
Skills
Capital Markets, Real Estate, Sellers, Banking, Project Finance, Asset Managment, Corporate Real Estate, Portfolio Management, Business Strategy, Corporate Finance, Real Estate Economics, Management Consulting, Due Diligence, Contract Negotiation, Valuation, Investments, Disposition, Strategy, Negotiation, Acquisition Integration, Mergers, Mergers & Acquisitions, Venture Capital, Real Estate Transactions, Leases, Commercial Real Estate, Brokerage, Asset Management, Dispositions, Financial Modeling, Private Equity, Structured Finance, Acquisitions
Education
University of Pennsylvania - The Wharton School 1984 — 1985
MBA, Finance & management
Brandeis University
BA, Economics
The London School of Economics and Political Science (LSE)
Oportun, Inc. May 2014 - Present
Boom Financial, Inc. October 2012 - May 2014
Xoom Corporation August 2011 - September 2012
Xoom Corporation September 2008 - August 2011
Fidelity Investments February 2008 - August 2008
UniTeller - Banorte December 2007 - February 2008
UniTeller - Banorte July 2005 - November 2007
Watson Institute for International Studies (Brown University) September 2004 - May 2005
Chase Manhattan Corporation July 2000 - August 2000
Skills
Integration, Process Improvement, Payments, Financial Services, Leadership, Business Analysis, Business Development, Payment Systems, Banking, Management, Remittances, Strategy, Analysis, Money Transfers, Root Cause Analysis, Vendor Management, Start-ups, Escalation Resolution, Partner Management, International, Operations Management, Analytics, Project Management, Payment Card Processing, Credit Cards, Diplomacy, Product Management
Education
Brown University 2001 — 2005
Bachelor’s Degree
Indiana University - Kelley School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
Thunderbird School of Global Management 2011 — 2013
Master of Global Management
Citigroup February 2000 - June 2015
ARM Capital Advisors, New York, NY September 1999 - December 1999
Chase Manhattan Corporation 1995 - 1999
US Trust 1989 - 1995
Dean Witter Reynolds Inc, New York, NY 1988 - 1989
Salomon Brothers Inc, New York, NY 1986 - 1988
E.F. Hutton and Company, New York, NY 1984 - 1986
Skills
Bloomberg, Fixed Income, Asset Management, Banking, Equities, Capital Markets, Strategic Planning, Risk Management, Electronic Trading, Market Data, Securities, Investments, Asset Managment, Management, Portfolio Management, Financial Services, Hedge Funds, Derivatives, Mutual Funds, Wealth Management, Trading Systems, Financial Markets, Alternative Investments, Trading, Middle Office, Bonds, Series 7, Investment Banking, Product Management, Product Development, Project Management, Business Analysis, Relationship Management, Vendor Management, Finance, SDLC, Financial Analysis, Program Management, Financial Risk, Financial Modeling, Strategy, Mergers & Acquisitions, Valuation
Education
Kean University 1982 — 1985
Business Administration
Caldwell University
Business Administration
Bath Iron Works November 2009 - Present
Maine Public Utilities Commission January 1995 - November 2009
Key Bank of Maine September 1992 - January 1995
Chase Lincoln First Bank April 1990 - September 1992
Chase Manhattan Corporation April 1990 - September 1992
Rochester Telephone Corporation August 1986 - October 1989
Frontier Corporation August 1986 - October 1989
Skills
Budgeting, Financial Analysis, Strategic Planning, Research, Excel, Financial Modeling, Planning, Access, Word, Project Planning, Program Management, Process Improvement, Finance, Project Management, Risk Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1984 — 1986
MBA, Finance, Marketing
Allegheny College 1980 — 1984
B.A., History
New York Conservatory for Dramatic Arts August 2004 - July 2014
Self-employed 2004 - 2010
Carat 2000 - 2002
Citigroup 1997 - 2000
FPG International 1995 - 1997
Chemical Bank 1993 - March 1995
Chemical Bank 1991 - 1993
Chemical Bank January 1986 - 1991
Chemical Bank November 1984 - January 1986
Chase Manhattan Corporation June 1982 - October 1984
Skills
Deferred Compensation, Talent Management, Employee Relations, Onboarding, Human Resources, Benefits Administration, Coaching, Personnel Management, Resume Writing, Leadership Development, Workforce Planning, Career Development, HR Policies, Succession Planning
Education
Columbia University - Columbia Business School 1980 — 1982
MBA, Management
Princeton University 1975 — 1979
A.B., Anthropology
Hebrew University of Jerusalem 1977 — 1978
USA Track & Field NY and Public School Athletic League February 2014 - Present
Royal Bank of Scotland January 2012 - April 2013
Royal Bank of Scotland - Citizens Bank May 2010 - March 2012
Landi Consulting Services 2008 - 2010
JPMorganChase 2003 - 2008
IBM Global Services 2003 - 2004
JPMChase 2002 - 2003
JPMorgan Chase 2000 - 2002
Chase Manhattan Corporation 1992 - 2000
Chase Manhattan Corporation 1989 - 1991
Skills
Offshoring, Divestitures, Organization, International Management, Collective Bargaining, Leadership, Vendor Management, Outsourcing, Risk Management, Banking, Business Continuity, Change Management, Program Management, Governance, ITIL, Disaster Recovery, PMO, Data Center, Strategic Planning, Integration, Management, IT Strategy, Strategy, Project Management, Portfolio Management, Business Analysis, IT Management, SDLC, Process Improvement, Executive Management, Budgets, Infrastructure, Financial Risk, Project Portfolio..., Information Technology, Enterprise Architecture, Enterprise Software, Enterprise Risk..., Project Delivery, Operational Risk..., Quality Assurance, Risk Assessment, Sarbanes-Oxley Act, Business Process..., IT Service Management, Relationship Management, Financial Services, Service Delivery, Management Consulting, PMP
Education
Pace University - Lubin School of Business 2007 — 2009
MBA, Business
City University of New York-College of Staten Island 2001 — 2005
BS, Business Management & Finance
City University of New York-College of Staten Island 1993 — 2001
AS, Business
Shearman & Sterling LLP ClerkUnited States Court of Appeals1994 - 1994
United States Court of Appeals - Third Circuit July 1989 - August 1990
City of New York - Office of Management & Budget July 1989 - August 1990
Chase Manhattan Corporation December 1987 - June 1989
Peace Corps - Honduras February 1986 - September 1987
Peace Corps 1986 - 1986
Education
American University Washington College of Law 1990 — 1993
Bucknell University 1981 — 1985
BA, Economics
Villa Walsh 1978 — 1984
PayPal Credit NA June 2014 - Present
Capital One Financial May 2002 - June 2014
Citigroup 1998 - 2001
Wells Fargo 1996 - 1998
First Chicago 1994 - 1996
GE Capital 1991 - 1994
Chase Manhattan Corporation 1989 - 1991
Citibank 1986 - 1989
Skills
Strategy, Risk Management, Cross-functional Team..., Portfolio Management, Credit, Product Management, Business Development, Credit Cards, Leadership, Financial Risk, Retail Banking, Change Management, Integrated Marketing, Strategic Planning, Product Development
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Marketing and Finance
University of Nebraska-Lincoln 1981 — 1985
Bachelor of Science (BS), Finance and Marketing
Broadridge Financial Solutions January 2008 - Present
U.S. Trust 1993 - 2007
The Chase Manhattan Bank 1987 - 1993
Chase Manhattan Corporation 1987 - 1993
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Banking, Financial Services, Corporate Finance, Variance Analysis, Investments, Finance, Account Reconciliation, Ad Hoc Reporting, Monthly Close Process, Financial Variance..., Internal Financial..., Consolidated Reporting, Training Delivery, Managerial Finance, Financial Risk, Securities, Risk Management, Credit, Internal Controls, Budgets, Financial Accounting, Mergers, Forecasting, Analysis, Mutual Funds, Bloomberg, Treasury Management, Management, Hedge Funds, Due Diligence, Derivatives, Valuation, Executive Management, Financial Audits, Auditing, Financial Forecasting, Essbase, Credit Analysis, Internal Audit, Treasury, US GAAP, Consolidation, Investment Banking, Hyperion Enterprise, Cash Flow, Capital Budgeting, Mergers & Acquisitions
Education
Saint John's University 1990 — 1993
Master's degree, Finance
Adelphi University 1983 — 1987
BS, Banking and Money Management
Herricks 1980 — 1983
Amkor Technology April 2013 - Present
Freescale Semiconductor May 2008 - Present
Advanced Micro Devices January 2007 - May 2008
Freescale Semiconductor 2000 - 2007
Chase Manhattan Corporation June 1997 - June 2000
Education
Arizona State University 2002 — 2004
MBA
The Chase Manhattan Bank 1983 - 2008
Chase Home Finance 1983 - 2008
JP Morgan Chase Bank 1983 - 2008
JPMorgan Chase 1983 - 2007
JP Morgan Chase 1983 - 2007
Chase Manhattan Corporation 1983 - 2007
J.P. Morgan Chase 1983 - 2007
Chase Home Lending 1983 - 2007
Education
Appalachian State University
Bank of America February 2014 - Present
Bank of America July 2009 - Present
Bank of America 2005 - 2009
UBS March 2004 - February 2005
GFINet 2001 - 2004
Citrix Systems 2001 - 2002
Chase Manhattan Corporation February 1999 - July 2000
National Stock Exchange of India Limited February 1998 - March 1999
Skills
Fixed Income, Derivatives, Capital Markets, Trading Systems, SDLC, Sybase, Agile Methodologies, Risk Management, Enterprise Architecture, Software Development, Unix, Market Data, Java Enterprise Edition, Credit Derivatives, SQL, Structured Products, Bloomberg, XML, VBA, Oracle, Market Risk, Distributed Systems, Perl, C#, JMS, Spring, Java, Microsoft SQL Server, MBS, Unix Shell Scripting, Multithreading, Web Services, Requirements Gathering, Agile Project Management, Scrum, Hibernate, Weblogic, Data Modeling, Tomcat, Object Oriented Design, Design Patterns, Bonds
Education
University of Hyderabad 1996 — 1998
Masters
Andhra University 1992 — 1996
Bachelors
Suffolk County National Bank March 2013 - Present
Astoria Federal Savings Bank September 2012 - March 2013
State Bank of Long Island June 2006 - September 2012
The Bank of New York 1992 - 2003
Chase Manhattan Corporation January 1979 - March 1992
Skills
Commercial Banking, Credit Analysis, Commercial Mortgages, Consumer Lending, Mortgage Lending, Underwriting, Financial Risk, Risk Management, Treasury Management, Loan Origination, Financial Analysis, Cash Flow Lending, Financial Structuring, Financial Modeling, Investments, Corporate Finance, Bank Secrecy Act, Cash Flow, Lines Of Credit, SBA, AML, Financial Services, Asset Based Lending
Education
Adelphi University
BS, Mgmt & Communications
Holy Trinity High School
JP Morgan April 2010 - Present
Hudon & Son Fine Home Remodeling January 2009 - March 2010
International Fund Services February 2001 - September 2008
Chase Manhattan Corporation April 1999 - February 2001
Education
Babson College 1994 — 1998
BS, Managerial Finance
Federal Reserve Bank of NY 2011 - Present
Everest Reinsurance September 2005 - September 2009
Fiduciary Trust Company 1999 - 2005
US Trust 1997 - 1999
State Teachers Retirement System of Ohio July 1995 - August 1997
Chase Manhattan Corporation September 1994 - July 1995
Lehman Brothers May 1989 - September 1994
Skills
Hedge Funds, Wealth Management, Financial Risk..., Equity Research, Portfolio Management, Bonds, Strategic Financial..., Private Equity, Investments, Investment Management, Capital Markets, Mutual Funds, Performance Attribution, Securities, Series 7, Investment Banking, Equities, Valuation, Investor Relations, Financial Modeling, Risk Management, Investment Strategies, Financial Analysis, Wealth Management..., Analysis, Equity Valuation, Finance, Quantitative Analytics, Derivatives, Fund Of Funds, Mergers, Bloomberg, Venture Capital, Due Diligence, Fixed Income, Corporate Finance, Financial Services
Education
Columbia University - School of International and Public Affairs 2011 — 2013
MPA, International Finance and Economic Policy
New York University 2010 — 2010
Advanced Professional Certification, Financial Risk Management
New York University
Italian
St. John's University, The Peter J. Tobin College of Business
MBA, Finance
The Ohio State University Fisher College of Business
BSBA, Accounting
TIAA-CREF May 2015 - Present
Mindseeker, Inc. June 2013 - May 2015
Ally Financial Inc. July 2011 - June 2013
Wachovia, A Wells Fargo Company 2010 - 2011
TIAA-CREF March 2008 - September 2010
Tek Systems December 2007 - March 2008
Wells Fargo January 2007 - October 2007
ORB Digital 1999 - 2000
Chase Manhattan Corporation 1997 - 1999
Skills
Business Requirements, Requirements Gathering, Business Analysis, Financial Services, Financial Risk, SDLC, Visio, Project Portfolio..., Business Process..., Portfolio Management, Requirements Analysis, Risk Management, Business Process, SharePoint
Education
Canisius College 1992 — 1996
Bachelor of Science (B.S.), Economics
Midwood HS 1988 — 1992
United Bank 2010 - 2012
Wachovia Bank/Wells Fargo Bank N.A. 2000 - 2010
Chase Manhattan Corporation 1994 - 1998
JP Morgan 1975 - 1994
Education
Columbia University - Columbia Business School 1973 — 1975
MBA, Finance
Smith College
Bank of America August 2007 - Present
Bank of America August 2004 - August 2007
Sears National Bank August 2000 - July 2004
Chase Manhattan Corporation August 1996 - September 2000
Discover Financial Services August 1993 - August 1996
Skills
Credit, Business Requirements, Quality Assurance, Analysis, Fraud, Financial Risk, Portfolio Management, Risk Management, Banking, Credit Cards, Financial Services, Management, Business Analysis, SDLC, Vendor Management
Education
Arizona State University
Mesa Community College
Phoenix College
University of Phoenix
Vitamix Corporation October 2013 - July 2015
Lender Processing Services, Inc. (LPS) October 2009 - October 2013
OfficeMax January 2005 - October 2009
OfficeMax January 2004 - October 2009
Chase Manhattan Corporation 1996 - 2005
Chase November 2003 - September 2004
Chase Manhattan Mortgage Corporation January 1996 - September 2004
Chase December 2002 - November 2003
Skills
Management, Team Leadership, Microsoft Office, Training, Coaching, Customer Service, Customer Satisfaction, Microsoft Excel, Microsoft Word, Process Improvement, Time Management, Call Centers, Business Analysis, Call Center, Leadership, Strategy, Team Building, Mortgage Lending
Education
University of Phoenix Online 2007 — 2014
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of Arizona 2001 — 2014
Bachelor’s Degree, Business management, 3.20
Cleveland State University 1989 — 1991
Villa Angela Academy 1984 — 1989
College Prep
Bank of America April 2005 - November 2013
Credit Suisse First Boston 2000 - 2005
Deutsche Bank 1998 - 2000
Bank Boston July 1997 - July 1998
Morgan Stanley July 1995 - July 1997
Chase Manhattan Corporation 1993 - 1995
JYACC 1991 - 1993
Skills
Fixed Income, Derivatives, Risk Management, Capital Markets, Bonds, FX Options, Trading Systems, Equities, Swaps, Financial Risk, Trading, Electronic Trading, Rates, Market Data, Interest Rate..., Wealth Management, Low Latency, Equity Trading, Collateral Management, Trading Strategies, Distributed Systems, Commodity, Financial Services, Equity Derivatives, Emerging Markets, Investments, Prime Brokerage, Options, Hedge Funds, Credit Derivatives, Investment Banking, Market Risk, Middle Office, Bloomberg, Financial Markets, Structured Products, Proprietary Trading, FX trading
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
MBA, Finance
Stony Brook University 1986 — 1991
Bachelor, Electrical Engineering and Computer Science
Milano, the New School for Management and Urban Policy June 1997 - December 2012
Kaiser Foundation Health Plan June 1998 - August 2001
Empire BCBS 1996 - 1998
Chase Manhattan Corporation 1991 - 1996
Skills
Change Management, Strategic Planning, Project Management, Stakeholder Management, Business Process..., MBTI, Organizational Design, Organizational..., Executive Coaching, Organizational..., Career Development, Leadership Development, Employee Engagement, Performance Management, Human Resources, Strategy, Talent Management, Training, Management, Management Consulting, Leadership, Coaching, Workshop Facilitation, Culture Change, Employee Training, Consulting, Career Counseling, Staff Development, Program Management, Instructional Design, Conflict Resolution, Executive Development, Organizational Learning, Onboarding, Training Delivery
Education
Teachers College of Columbia University 1994 — 1996
MA, Organizational Psychology
Boston University Questrom School of Business 1987 — 1991
BS, Business Management
Ferghana Partners April 2002 - Present
Poliwogg Holdings January 2014 - Present
MedPanel Capital Advisors February 2013 - February 2014
North Point Domain 2000 - 2001
Instrumentation Laboratory 1994 - 1999
Chase Manhattan Corporation 1986 - 1994
Skills
Medical Devices, Diagnostics, Venture Capital, Biotechnology, Life Sciences, Capital Raises, Business Development, Corporate Management, Mergers, Corporate Finance, Strategic Planning, Management, Start-ups, Strategy, Lifesciences, Technology Transfer, Mergers & Acquisitions, Strategic Partnerships, Commercialization, Financial Modeling, Capital, Hardware Diagnostics, Acquisitions, IPO, Finance, Entrepreneurship, Competitive Intelligence, Corporate Development, Private Equity, Business Strategy, Executive Management, Pharmaceutical Industry, Venture Financing, Due Diligence, Portfolio Management, Investments, Investment Banking, Equities, Private Placements, Emerging Markets, Valuation, M&A experience, Growth Capital, Securities, Investor Relations, LBO, Competitive Analysis, Angel Investing, Licensing, Buyouts
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1984 — 1986
Master of Arts, International Economics and European Studies
Boston University 1980 — 1983
BA, International Relations; African Studies
St George's School 1974 — 1978
Stanford Graduate School of Business Executive Education
Stanford Graduate School of Business Executive Education
Stanford Graduate School of Business Executive Education
Stanford Graduate School of Business Executive Education
Stanford Graduate School of Business Executive Education
TechPar Group April 2015 - Present
Self Employed 2010 - 2015
AEGON Group 2008 - 2009
Rabobank New York 2006 - 2008
Rabobank Ireland plc 1998 - 2006
Rabobank Ireland plc 1994 - 1998
Chemical Bank 1993 - 1994
Chase Manhattan Corporation 1990 - 1993
KPMG 1988 - 1990
Skills
Investment Banking, Capital Markets, Structured Finance, Corporate Finance, Commercial Banking, Loans, Finance, Credit Risk, Credit Analysis, Portfolio Management, Relationship Management, Strategy, Mergers & Acquisitions, Valuation, Due Diligence, Asset Management, Risk Management, Investments, Business Strategy, Negotiation, Business Development, Alternative Investments, Banking, Financial Risk, Restructuring, Financial Modeling, Financial Services, Credit, Project Finance, Funding, Derivatives, Fixed Income, Financial Structuring, Securities, Management, Equities, Emerging Markets, Corporate Governance, Bonds, Structured Products, Financial Markets, Financial Advisory, Trading, Leveraged Finance, Debt Restructuring, Financial Analysis
Education
The Honorable Society of King's Inns 1987 — 1988
Barrister, Law
University College Cork 1984 — 1987
Bachelor of Civil Law, Law
Christian Brothers College 1976 — 1982
Columbus Blue Jackets Arena Management June 2001 - Present
Columbus Arena Sports & Entertainment 2001 - Present
Chase Manhattan Corporation January 1992 - May 2001
Education
Columbus State Community College 1996 — 2000
Business
The Ohio State University 1987 — 1988
Business
JP Morgan Chase, Treasury & Securities Services January 2006 - December 2008
IBM Global Services April 2003 - January 2005
JPMorgan Chase 2000 - 2003
Chase Manhattan Bank July 1998 - April 2000
Chase Manhattan Corporation April 1997 - July 1998
The Chase Manhattan Bank 1981 - 1997
Kings County Hospital Corporation (Health and Hospital Corporation) August 1978 - July 1981
Skills
Lotus Notes, Process Improvement, ITIL, Business Continuity, Vendor Management, Outsourcing, Program Management, Data Center, Troubleshooting, Incident Management, Change Management, Strategy, Information Technology
Education
City University of New York City College 1979 — 1981
Accountancy/Computer Science
New York City Community College 1977 — 1979
A.A.S, Computer Science/Accountancy
Curtis Instruments December 2003 - Present
Chase Manhattan Corporation 1998 - 2001
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, General Management and Finance
EMC Corporation 2009 - Present
CIT Group, Inc. 2007 - 2008
Key Equipment Finance 2003 - 2007
Leasetec Corporation 1994 - 2002
Digital Equipment Corporation 1986 - 1994
Chase Manhattan Corporation 1984 - 1986
E.F. Hutton 1981 - 1984
Skills
Risk Management, Credit, New Business Development, Account Management, Portfolio Management, Sales Management, Finance, Strategic Planning, Pricing, Negotiation, Business Strategy, Direct Sales, Forecasting, Financial Analysis, Sales, Financial Services, Executive Management, Banking, Relationship Management, Change Management
Education
Thunderbird School of Global Management 1979 — 1979
Master of International Management, International Banking and Finance
Boston College 1974 — 1978
Bachelor of Arts, Foreign Languages
Snapp and Associates 2011 - Present
Iconsulting Benefits October 2010 - February 2011
Paychex 2007 - 2011
Self Employed 2006 - November 2008
Chase Manhattan Corporation January 2004 - June 2007
Skills
Customer Service, Employee Benefits, Health Insurance, 401k, Sales, Sales Process, Small Business, Insurance, Salesforce.com, Workers Compensation, Benefits Administration, Payroll, Loans, Marketing, Underwriting, New Business Development
Education
Boston University
Trident Mortgage January 2014 - Present
Trident Mortgage March 2012 - May 2012
Chase Home Finance April 2007 - August 2008
Chase May 2005 - April 2007
Chase Manhattan Corporation April 2003 - May 2005
Chase Manhattan Corporation May 1998 - April 2003
Skills
Mortgage Lending, Loans, Mortgage Banking, Banking, Refinance, Risk Management, Process Improvement, Vendor Management, Team Building, Customer Service, Call Centers, Loan Origination, Sales, Project Management, Management, Business Analysis
Education
Cabrini College 1993 — 1997
Organizational Management, Business Administration and Management, General
Zurich February 2012 - Present
AIG June 2001 - February 2012
GE Capital April 2000 - July 2001
Chase Manhattan Corporation June 1987 - February 1999
Skills
Project Portfolio..., Business Transformation, Business Process..., PMP, Risk Mitigation, Operations Management, SDLC, Program Management, Six Sigma, Risk Management, IT Strategy, Business Analysis, Change Management, Leadership, Outsourcing, PMO, Process Improvement, Project Management, Stakeholder Management, Vendor Management, Business Process, Insurance, Strategy, Financial Services, Underwriting, Integration, Business Intelligence, Management, Analysis, Project Delivery, Governance
Education
Connecticut College 1980 — 1984
Bachelor of Arts (B.A.), Political Science and Government
ICE Canyon LLC January 2014 - Present
SS&C GlobeOp September 2013 - January 2014
Ares Management April 2010 - August 2013
Deutsche Bank June 2007 - April 2010
Chase Manhattan Corporation June 2001 - June 2007
Skills
Financial Analysis, CDO, Bloomberg, Microsoft Excel, Accounting, Corporate Finance, Valuation, Asset Managment, Mutual Funds, Investments, Financial Modeling, CLO, Pricing, Leadership, Financial Statements, Internal Controls, Bonds, PowerPoint, Account Reconciliation, Cash Management, Portfolio Management, Banking, Microsoft Word, Derivatives, Alternative Investments, Hedge Funds, Cash Flow, Credit Derivatives, Management, Fixed Income, Asset Management, Data Analysis, Equities, Investment Banking, Financial Reporting, Capital Markets, QuickBooks, Securities, Finance, Structured Products, High Yield, Trading, Credit Analysis
Education
Investment Banking Institute 2013 — 2013
Investment Banking, Financial Modeling
California State University-Fullerton, Mihaylo College of Business and Economics 2002 — 2007
Bachelor, Business - Finance, Enterpreneur, International Business
University of California, Los Angeles
Veritas
Morgan Stanley Private Wealth Management January 2011 - Present
Credit Suisse First Boston November 2009 - July 2010
morgan stanley October 1996 - July 2008
Chase Manhattan Corporation September 1986 - October 1996
Education
City University of New York City College 1980 — 1982
MS, Computer Science
JPMorgan Chase Vice PresidentJP Morgan Chase1973 - Present
Chase Manhattan Corporation 1973 - Present
JPMorganChase 1973 - Present
JPMChase 1973 - Present
Chase (MHC) 1973 - Present
Chase (MHC) 1973 - Present
Skills
Banking, Financial Services, Risk Management, Financial Risk, Treasury Management, Cash Management, Payments, Relationship Management, Business Analysis
Education
Baruch College, City University of New York (CUNY) 1969 — 1973
BA, Mathematics
JPMorgan Chase & Co. September 2015 - Present
Morgan Stanley January 2006 - May 2015
Morgan Stanley May 2003 - December 2005
The Chase Manhattan Bank September 1996 - May 2003
JP Morgan 2000 - 2003
Chase Manhattan Corporation 1996 - 2000
Bear Stearns 1993 - 1996
Bear Stearns 1993 - 1996
Skills
Risk Management, Investment Banking, Vendor Management, Financial Services, Operational Risk..., Financial Risk, Operational Risk, Business Transformation, Business Analysis, Executive Management, IT Strategy, Asset Managment, Business Continuity, Fixed Income, Trading Systems, Project Delivery, Mergers & Acquisitions, Banking, Information Technology, Information Security, Relationship Management, Equities, Capital Markets, Information Security..., Portfolio Management, Project Portfolio..., Security, Disaster Recovery, Enterprise Risk..., Governance, Business Continuity..., Prime Brokerage, IT Audit, Low Latency, IT Risk Management, Management, Enterprise Architecture, Leadership, Strategy, Consulting
Education
Binghamton University
Bachelor of Applied Science (BASc), Computer Science
Grand Avenue Junior High School
Grand Avenue Junior High School
Grand Avenue Junior High School
Grand Avenue Junior High School
State University of New York at Binghamton
BS, Computer Science
Worth New York 2001 - Present
Chase Manhattan Corporation 1988 - 1996
Skills
Wardrobe Analysis, Wardrobing, Personal Styling, Apparel, Fashion, Merchandising, Retail, Sales, Styling, Personal Shopping, Wardrobe
Education
Columbia University in the City of New York 1986 — 1987
Masters Degree in Social Work
Wayne State University 1981 — 1986
Social Work
Grosse Pointe South High School, Grosse Pointe Michigan
TD Ameritrade July 2015 - Present
RENBEE Corporation May 2004 - Present
1800flowers.com February 2013 - July 2015
Bank Hapoalim November 2003 - January 2013
Empact Solutions April 2002 - October 2003
Chase Manhattan Corporation November 1998 - March 2002
The Trinity Group October 1996 - November 1998
Linotype March 1990 - October 1996
Skills
Enterprise Architecture, IT Service Management, Solution Architecture, Unix, SQL, IT Management, IT Strategy, Software Development, Solaris, VMware, Information Security..., Architecture, Project Management, Java, IBM Tivoli
Education
New Jersey Institute of Technology 1988 — 1989
MSEE, Computer Architecture
Adelphi University 1991 — 1993
MBA, Business Administration and Management, General
University of Mysore 1982 — 1986
BE, Electrical, Electronics and Communications Engineering
Moodys Investor Services July 2005 - Present
Standard & Poor's 2000 - 2005
Portfolio Management Data September 1996 - May 2000
Chase Manhattan Corporation April 1990 - September 1996
First Interstate Bank April 1989 - April 1990
Citibank September 1982 - April 1989
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
University of Pennsylvania 1978 — 1982
BS, Accounting
Landmark
Premier Designs March 2007 - Present
Teletech Holdings, Inc. October 2007 - March 2008
Chase Manhattan Corporation March 2007 - September 2007
Penmac Personnel 2004 - 2006
Ethan Allen October 2002 - March 2004
Education
College of the Ozarks 1995 — 2002
BS, Family & Consumer Sciences / Interior Design
Southern Illinois University, Carbondale 1998 — 2000
Interior Design
ICAP Capital Markets LLC July 2011 - April 2013
Unicredit July 2003 - July 2010
Dresdner Bank 2001 - 2003
Chase Manhattan Corporation September 1998 - January 2001
Skills
Market Risk, Financial Markets, Capital Markets, Investment Banking, Banking, Interest Rate..., Electronic Trading, Hedge Funds, Asset Management, Derivatives, Options, Bonds, Trading Systems, Structured Products, Credit Derivatives, Bloomberg, Equity Derivatives, Equities, Portfolio Management, Emerging Markets, Swaps, Proprietary Trading, Structured Finance, Quantitative Finance, Financial Risk, FX Options
Education
Carnegie Mellon University 1996 — 1997
MSCF, Computational Finance
Columbia University - School of International and Public Affairs 1992 — 1993
MIA, International Finance
Sapienza Università di Roma 1985 — 1990
Laurea, Economics
TD Auto Finance September 2013 - Present
TD Auto Finance August 2011 - September 2013
TD Auto Finance/Chrysler Financial November 2010 - August 2011
GreenPath Debt Solutions January 2009 - September 2010
Baker College March 2005 - July 2008
Chase Manhattan Corporation 2003 - 2004
Skills
Leadership, Management, Analysis, Relationship Management, Coaching, Team Building, Credit Analysis, Risk Management, Operational Risk..., Customer Service, Mortgage Loss Mitigation, Mortgage Counseling, Financial Counseling, Bankruptcy Counseling, Admissions Counseling, Strategic Planning, Performance Management, Finance, Loans, Process Improvement, Credit, Time Management, Financial Analysis, Financial Accounting
Education
American InterContinental University 2007 — 2008
MBA, Management
The Ohio State University
B.A., Psychology/Education
Baker College March 2005 - August 2008
Chase Manhattan Corporation 2003 - 2004
Huntington National Bank 2001 - 2003
Education
American InterContinental University 2007 — 2008
MBA, Management
The Ohio State University 2001 — 2004
B.A., Psychology and Education
Citi May 2011 - Present
Jones Lang LaSalle May 2007 - May 2011
Chase Manhattan Corporation August 1981 - May 2006
Skills
Asset Managment, Real Estate, Due Diligence, Vendor Management, Contract Management, Financial Risk, Training, Risk Management, Operations Management, Asset Management, Auditing, Facilities Management, Portfolio Management, Finance, Contract Negotiation
Education
Adelphi University 2004 — 2006
BS, Management & Communications
Standex International October 2002 - October 2006
Cin-Tran Inc May 1992 - October 2003
Chase Manhattan Corporation January 1992 - May 1992
Sea land July 1990 - December 1991
Education
Cincinnati State Technical and Community College 1968 — 1970
AA, Computer Science
PNC February 2014 - Present
PNC March 2011 - February 2014
PNC April 2009 - June 2011
National City Bank March 2005 - April 2009
JPMorgan Chase June 2000 - March 2005
Chase Manhattan Corporation June 1996 - June 2000
Chemical Bank June 1984 - June 1996
Skills
Banking, Risk Management, Credit, Financial Analysis, Loans, Financial Modeling, Portfolio Management, Finance, Retail Banking, Mergers, Financial Services, Corporate Finance, Strategic Planning, Staff Development, Operations Management, Cost Accounting, Cost Management, Customer Profitability, Process Improvement, Analysis, Management, Executive Management, Managerial Finance, Strategic Financial..., Financial Risk, Leadership, Mergers & Acquisitions
Education
Cleveland State University 1994 — 1997
MBA, Finance
Kent State University 1979 — 1983
BS, Accounting
Diocese of Metuchen July 2012 - Present
Self Employed January 2012 - Present
The Finest Accessories, Inc. 2009 - December 2011
Salta! Jump Into Spanish June 2007 - December 2011
SunGard September 1997 - December 2003
IQPC February 1996 - August 1997
Chase Manhattan Corporation June 1993 - February 1996
Skills
Social Media Marketing, Corporate Communications, Event Planning, Social Media, Marketing, Marketing Communications, Web Content Management, Blogging, Customer Service, Start-ups, Management, Integrated Marketing, Direct Marketing, Sales&Marketing, Online Marketing, Web Content, Brand Development, Email Marketing, Bilingual-Spanish, Press Releases, Sales, Outstanding..., Newsletters
Education
Cornell University 1989 — 1993
Economics, Marketing
NYU Polytechnic School of Engineering May 2014 - Present
University of Colorado Foundation, College of Engineering and Applied Sciences November 2011 - Present
University of Colorado at Boulder September 2010 - October 2010
Northwestern Mutual 2007 - 2010
First Fidelity Bank 1994 - 2000
First Union 1994 - 2000
Chase Manhattan Corporation 1985 - 1993
Skills
Analysis, Philanthropy, Fundraising, Nonprofits, Volunteer Management, Public Speaking, Community Outreach, Public Relations, Proposal Writing, Event Planning, Research, Event Management, Strategic Planning, Investor Relations, Wealth Management, Relationship Management, Management, Grants, Marketing, Mergers & Acquisitions
Education
Columbia University - School of International and Public Affairs 1983 — 1985
MIA, International Political Economy; Russian Studies
Skidmore College 1979 — 1983
BA, Government; Economics
Rockwell Collins January 2014 - Present
ARINC March 2005 - December 2013
Honeywell Aerospace 1985 - 2004
Chase Manhattan Corporation 1973 - 1977
Peace Corps 1968 - 1970
Skills
Export Controls, ITAR, EAR, Export Finance, Letters of Credit, Export-Import, Security Clearance, Risk Assessment, Country Risk Analysis, Development & delivery..., International Trade, Aerospace, Export Control...
Education
Thunderbird School of Global Management 1972 — 1973
Masters of International Management, International Finance
Columbia University in the City of New York 1964 — 1968
Bachelor of Arts (B.A.), International Relations and Affairs
Philip Morris Capital Corporation 2002 - 2009
Chrysler Capital Corp LLC/DaimlerChrylser Capital 1986 - 2002
General Electric Capital Corporation 1978 - 1986
Chase Manhattan Corporation 1972 - 1978
Education
Baldwin Wallace University
BS, Biology/Finance
Pace University - Lubin School of Business
MBA, Marketing Management
Pace University - Lubin School of Business
Certificate in Advanced Graduate Studies, Investment Management
Union Bank May 2012 - Present
BBVA Compass November 2009 - May 2012
Countrywide Bank April 2007 - March 2009
Wells Fargo February 2004 - April 2007
Wells Fargo February 2002 - February 2004
Wells Fargo December 1999 - February 2002
Chase Manhattan Corporation June 1999 - December 1999
Wells Fargo June 1998 - June 1999
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Cross Selling, Lines Of Credit, Loan Origination, Loans, Management, Mortgage Lending, Portfolio Management, Retail, Retail Banking, Sales, Small Business Lending
Education
Concordia College 1992 — 1996
Bachelor's Degree, Business
National Merchandiser Assoc. AR/AP Portfolio ManagerJones Lang LaSalleSeptember 2000 - November 2003
Chase Manhattan Corporation 1998 - 2000
Education
Ashland University 1997 — 1999
BA, Religious Studies, Business
Campbellsville University 1994 — 1996
Psychology, Business
Eisai Pharmaceuticals August 2008 - Present
MetLife January 2003 - August 2008
Lehman Brothers November 1998 - November 2002
Credit Lyonnais May 1997 - November 1998
Chase Manhattan Corporation February 1993 - May 1997
Skills
IT Audit, J-SOX, Enterprise Risk..., ERM, COSO, COBIT, Control Self Assessment, Financial Auditing, Regulatory Compliance..., Operational Auditing, Environment, Health and..., Pharmaceutical Industry, Healthcare Industry, Financial Services..., IIA Standards, Financial Audits, Enterprise Risk..., Auditing, Financial Services, Internal Audit, Internal Controls, CAATS (ACL), Self Assessment, Risk Management, Information Technology, Accounting, Sarbanes-Oxley, Fraud, SAP, Business Process, Financial Analysis, CISA, Leadership, Sarbanes-Oxley Act, Risk Assessment, External Audit, Quality Auditing, Financial Risk, Corporate Governance, US GAAP, Access Lists, Operational Risk..., SAS70, Governance, Assurance, GAAP, SOX 404, Financial Reporting, Managerial Finance
Education
City University of New York City College 1990 — 1993
Bachelor of Science, Accountancy
Wenatchee School District 246 August 2015 - Present
Cashmere School District March 2014 - July 2015
Cashmere School District March 2014 - March 2015
Cashmere School District February 2014 - March 2014
Maple Bear Schools Mexico and Central America June 2010 - December 2013
Tempe Elementary Schools September 2009 - February 2010
Industrial Areas Foundation July 2008 - June 2009
Chase Manhattan Corporation January 2006 - December 2007
InterVarsity Christian Fellowship June 1997 - September 2003
Skills
Public Speaking, Event Planning, Fundraising, Microsoft Office, Non-profits, Community Outreach, Volunteer Management, Research, PowerPoint, Microsoft Word, Program Development, Strategic Planning, Blogging, Spanish, Nonprofits, Grant Writing
Education
City University of Seattle 2014 — 2015
Teaching Certificate, Elementary Education and Teaching
University of Puget Sound 1992 — 1996
BA, Spanish
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase April 2003 - January 2015
JPMorgan Chase January 2001 - April 2003
Chase Manhattan Corporation July 1996 - December 2000
Chemical Bank January 1990 - July 1996
Skills
Human Resources, Enterprise Architecture, Training, Personnel Management, Deferred Compensation, Vendor Management, Enterprise Software, Business Analysis, Performance Management, Change Management, Talent Management, Process Improvement, Program Management, Succession Planning, Business Continuity, Business Requirements, Risk Management, CRM, SDLC
Education
Montclair State University 1986 — 1988
BA, Business, Marketing
Colgate University 1982 — 1984
Bank of New York Mellon June 2010 - Present
Bank of New York Mellon June 2010 - Present
JPMorgan Chase June 2008 - September 2009
Bear Stearns June 2004 - June 2008
Exult May 2002 - June 2004
Prudential Financial May 1997 - June 2002
Chase Manhattan Corporation February 1981 - May 1997
Skills
Options, Derivatives, Capital Markets, Securities, Investment Banking, Treasury Services, Security Clearance, Commodities, FX, Trading, Foreign Exchange, FX Options, Fixed Income, Hedge Funds, Equities, Settlement, Commodity, Management, Risk Management
Education
Fairleigh Dickinson University 1980 — 1983
MBA, Finance
College of the Holy Cross 1976 — 1980
BS, Political Science
Bergen Catholic HS 1972 — 1976
College Prep
Arizona Department of Economic Security (through Randstad) November 2014 - Present
Scepceron October 2014 - Present
Preiso Creations September 2009 - Present
Super 8 Motel November 2013 - November 2014
DoubleTree by Hilton August 2013 - November 2013
Gravette Public School District September 2012 - February 2013
Bank of America February 2011 - May 2012
Glorious 1 Assembly of God Christian Center February 2009 - December 2010
Chase Manhattan Corporation May 2010 - September 2010
Regency Credit, LLC September 2008 - January 2009
Skills
Video, Editing, Film Production, Music, Film, Photoshop, Line Producing, Acting, Post Production, Video Production, Video Editing, Creative Writing, Self-publishing, Entertainment, Microsoft Excel, Directing, Social Networking, Social Media, Final Cut Pro, Screenwriting, Customer Service, Producing, Social Media Marketing, Web Design, HTML, Blogging, Facebook, Multimedia, Research, Microsoft Word, Script Editing, Script Supervision, Professional Audio, PowerPoint, Publications, Marketing Strategy, Graphic Design, Digital Marketing, Pre-production, Pre-production Planning, Movie Magic Budgeting, Movie Magic Scheduling, DVD Studio Pro, Pro Tools, Cakewalk Music Creator, Cakewalk Sonar, Cakewalk Pyro, Final Draft, Formatting Documents, Books
Education
Collins College 2008 — 2010
Bachelor of Arts, Film and Video Production, 3.86
Northwest Arkansas Community College 2002 — 2003
None, English
Gravette High School 1990 — 1994
High School Diploma, General Education
First Data Corporation February 2013 - Present
Citibank July 2008 - February 2013
Chase Manhattan Corporation June 2007 - June 2008
American Crew / Modern Organic Products April 2002 - June 2007
Utopia Health & Beauty October 1999 - March 2002
Scott Adam Designs, Inc. September 1997 - October 1999
Calvin Klein January 1996 - September 1997
Skills
Financial Analysis, Business Strategy, Business Planning, Sales, Financial Reporting, Leadership, Business Development
Education
Lamar High School
University of California, Santa Barbara 1994 — 1995
BA, Physiology and Cell Biology
The American University of Paris 1993 — 1994
International Relations, Architecture, History, French
Texas A&M University
Biomedical Science
Capella University 2012 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
Citizens Commercial Banking June 1997 - Present
Royal Bank of Scotland Group 1997 - Present
Amoskeag Terrace Condos 2012 - 2014
Chase Manhattan Corporation December 1991 - June 1997
Skills
Commercial Banking, Risk Management, Credit, Commercial Lending, Underwriting, New Business Development, Banking, Retail Banking, Credit Analysis, Portfolio Management, Loans, Small Business Lending, Credit Risk, Finance, Relationship Management
Education
Binghamton University
BS, Management
Brixmor corp January 2013 - Present
IDS Scheer America, Inc. September 2006 - May 2009
Earl's Associates, May 2002 - September 2006
Chase Manhattan Corporation March 2001 - 2002
Citadel Credit Union 1998 - 2000
Ge Capital Modular Space 1995 - 1998
Skills
Financial Reporting, Commercial Banking, Account Reconciliation, Credit, Financial Analysis, General Ledger, Financial Forecasting, Process Improvement, Accounting
Education
Antioch University 1982 — 1984
MA, accounting
Saint Joseph's University 1977 — 1980
BS in accounting, accounting
Wells Fargo October 2013 - Present
Wells Fargo Home Mortgage October 2010 - October 2013
Wells Fargo Home Mortgage March 2009 - October 2010
Wells Fargo August 2008 - February 2009
Wells Fargo Financial November 2005 - June 2008
Wells Fargo Financial September 2003 - November 2005
Direct Alliance July 2000 - July 2003
Insight March 1999 - July 2000
Insight February 1997 - March 1999
Chase Manhattan Corporation November 1992 - February 1997
Skills
Operational Risk..., Customer Service
Education
Arizona State University 1990 — 1994
B.A., Journalism with emphasis in Public Relations
Bubaris Enterprises July 2004 - Present
GreenPoint Bank 1998 - 2003
Sterling Equities September 1992 - December 1997
Federal Deposit Insurance Corporation June 1989 - August 1992
Chase Manhattan Corporation January 1983 - June 1989
AT&T January 1976 - January 1983
Skills
Foreclosures, Real Estate, Short Sales, Management, Strategic Planning, Investment Properties, Loans, Customer Service, Negotiation, Real Estate Development, Real Estate Transactions, Investments, Commercial Real Estate
Education
Binghamton University 1974 — 1976
MA, Economics
LIU Post 1970 — 1974
BA, Economics
Newedge USA, LLC June 2010 - Present
Fortis Securities LLC December 2000 - May 2010
Schroeder Capital Markets November 1999 - December 2000
Scotia Capital Markets April 1995 - November 1999
Deutsche Bank Securities February 1994 - April 1995
Chase Manhattan Corporation August 1992 - February 1994
Chemical Bank July 1988 - August 1992
Education
Saint John's University 1988 — 1990
MBA, Finance
Binghamton University 1984 — 1988
BS, Economics, (BA Mathematics)
Kaplan Financial September 1999 - Present
Prebon Yamane June 1991 - March 1999
Chase Manhattan Corporation April 1985 - September 1991
Skills
Securities, FINRA, Consultancy, Investment Strategies, Investment Products, Teaching, Lecturing, Series 7, Series 6, Series 63, Series 24, Series 26, Series 65/66, Series 9/10, Series 53
Education
City University of New York City College 1974 — 1978
Occupational Studies, Finance / Stock Brokerage Accounting
Citi March 2013 - Present
BSI Financial Services January 2013 - March 2013
Fidelity National Financial August 2008 - January 2013
Ameriquest Mortgage Company 2003 - 2008
Chase Manhattan Corporation August 2000 - February 2003
Skills
Civil Litigation, Litigation, Bankruptcy, Legal Research, Mediation, Corporate Law, Real Estate, Litigation Management, Class Actions, Litigation Support, Real Estate Transactions, Title Insurance, Claim, Foreclosures, Negotiation, Loans, Mortgage Servicing, Document Review, Mortgage Lending, Insurance, Contract Negotiation, Legal Writing
Education
California Western School of Law 1997 — 1999
JD, Law
University of Michigan 1993 — 1997
BA, English
Citizens Financial Group, Inc. September 2014 - Present
Royal Bank of Scotland September 2011 - Present
US Gove 2008 - Present
LaMonica Consulting 2007 - May 2011
JP Morgan Chase 2004 - 2006
JP Morgan Chase 2002 - 2004
JP Morgan Chase 1994 - 2002
Chase Manhattan Corporation 1990 - 1994
Chase Manhattan Corporation 1989 - 1990
Chase Manhattan Corporation 1985 - 1989
Skills
Talent Management, Mergers, Performance Management, Career Development, Organizational..., Strategy, Strategic Planning, Leadership Development, Employee Benefits, Retail Banking, Business Strategy, Investment Banking, Executive Coaching, Organizational Design, Change Management, Management Consulting, Human Resources, Succession Planning, Mergers & Acquisitions, Employee Engagement, Deferred Compensation, Coaching, Financial Services, Personnel Management, Employee Relations, Workforce Planning, Training, Organizational..., Management, Culture Change, Leadership, Interviews, Talent Acquisition, Onboarding, Consulting, Workshop Facilitation, Recruiting, HRIS, HR Transformation
Education
Boston College
BS
New York University - Leonard N. Stern School of Business
MBA
Bankers Executive Search May 2006 - Present
Chase Manhattan Corporation January 2002 - April 2006
Countrywide March 1999 - December 2001
Bear Stearns April 1999 - November 1999
Citi January 1997 - March 1999
GMAC March 1995 - December 1996
Bank of America February 1993 - February 1995
WaMu January 1989 - February 1993
Wells Fargo Bank March 1986 - January 1988
Fannie Mae June 1984 - February 1986
Skills
Finance, Executive Management, Loan Origination, Financial Analysis, Executive Search, Mergers, Fixed Income, Technical Recruiting, Internet Recruiting, Talent Management
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance
New York University 1978 — 1981
BA, Business/Finance
Xerox Corporation 2004 - 2007
Unisys Corporation 2000 - 2003
Alltel Information Services 1999 - 2000
Deluxe Corporation 1997 - 1999
Acxiom Corporation 1995 - 1997
First Commercial Corporation 1990 - 1995
Chase Manhattan Corporation 1979 - 1990
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1977 — 1979
MBA, Finance and Production
Baldwin Wallace University 1964 — 1968
BA, Economics and Political Science
Merrill Lynch May 2007 - Present
Pershing July 2001 - April 2007
JP Morgan July 1999 - April 2000
Taylor Rafferty August 1998 - July 1999
Chase Manhattan Corporation July 1993 - August 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management
BS, Finance
Fordham Gabelli School of Business
MBA
Merck & Co. Inc., November 2007 - March 2011
Merck January 2006 - November 2007
Merck October 2003 - December 2005
Merck October 1998 - September 2003
Chase Manhattan Corporation August 1997 - October 1998
Skills
HR Transformation, Organizational Design, Pharmaceutical Industry, Performance Management, Talent Management
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
MS, Human Resources
Northeastern University 1984 — 1989
BS, Management
National Bank of Arizona January 2005 - Present
Chase Manhattan Corporation January 1999 - December 2004
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Consumer Lending
Education
Arizona State University West
Universal 1 Credit Union Personal BankerChase Manhattan CorporationMarch 2003 - August 2007
Chase Manhattan Corporation September 1997 - March 2003
Bank One 1994 - 1997
Education
Capital University
BA, Business Finance
DealerSocket July 2013 - Present
DealerSocket December 2011 - July 2013
DealerSocket November 2010 - December 2011
Chase Manhattan Corporation March 2009 - June 2010
Hilton Garden Inn Sandy, UT March 2008 - February 2009
Skills
Customer Satisfaction, Customer Support, Leadership, Sales, Hospitality, Training, Customer Service, CRM, Consulting, Supervising, Microsoft Excel
Education
Brigham Young University
BS, Psychology
JPMorgan Chase 1977 - 2006
Chase Manhattan Corporation 1977 - 2006
Chase Manhattan Corporation 1977 - 2006
Skills
Risk Management, SDLC, Vendor Management, Business Analysis, Banking
Education
Baruch College, City University of New York (CUNY) 1968 — 1972
BBA, Business Administration and Management, General
SunTrust Bank February 2013 - Present
Wachovia, A Wells Fargo Company March 2000 - April 2012
SunTrust Bank September 1998 - February 2000
Chase Manhattan Corporation September 1981 - June 1998
Skills
Small Business Lending, Lines Of Credit, Loans, Commercial Banking, Credit, Commercial Lending, Loan Origination, Cross Selling, Sales
Education
John Jay College of Criminal Justice 1995 — 1998
Polytechnic University Trinidad