Chemical Bank
Industry: Bank holding company
DescriptionChemical Bank was a bank with headquarters in New York City from 1824 until 1996. At the end of 1995, Chemical was the third-largest bank in the U.S., with about $182.9 billion in assets and more than 39,000 employees around the world. Headquarters: Midland, Michigan, United States Successor: JPMorgan Chase CEO: Thomas C. Shafer (21 Jun 2017–) Number of employees: 39,078 (1995) Parent organization: Chemical Financial Corporation Subsidiaries: Corn Exchange Bank, CFC Financial Services, Inc.,
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Chemical Bank Employees
ZAIS Group, LLC August 2013 - Present
MGP Manufacturing LLC January 2011 - July 2013
Mountain Capital Advisors/Mizuho Alternative Investments LLC April 2003 - December 2010
Mizuho Corporate Bank April 2001 - March 2003
Fuji Bank December 1993 - March 2001
Chemical Bank January 1987 - July 1992
Bank of Ireland 1986 - 1986
Skills
Leveraged Finance, Credit Analysis, Portfolio Management, Risk Management, Loan Work-outs, Loans, CLO, Home Improvement, Commercial Banking, Strategic Planning, Employee Training, Team Management, Middle Market
Education
University College Dublin 1983 — 1986
Bachelor of Commerce, Banking and Finance
The High School Dublin
TSYS Inc July 2000 - Present
American Software August 1991 - September 1999
Chemical Bank May 1984 - March 1991
Skills
Windows, IBM Mainframe, COBOL, IMS, DB2/SQL, Lotus Notes, Programming, Systems Analysis, MS Word, MS Excel, Credit Card Processing, Banking DDA systems, Microsoft SQL Server, SDLC, SQL, Business Analysis, Requirements Gathering, Requirements Analysis, Visio, Databases
Education
University of Maryland College Park 1974 — 1976
Scarsdale High School 1970 — 1974
Vertical Screen June 2013 - Present
Ballard Education, LLC June 2009 - June 2013
Local Food Systems, Inc. January 2011 - April 2013
Netreach Technologies LLC December 2011 - February 2013
IBM Global Business Services January 2006 - April 2009
IBM Global Business Services July 2002 - January 2006
PricewaterhouseCoopers March 1998 - July 2002
Emtec, Inc. February 1996 - March 1998
Wharton Automation Associates 1988 - 1991
Chemical Bank 1986 - 1987
Skills
Project Management, Consulting, IT Strategy, E-Learning, Strategy, Program Management, Management Consulting, Knowledge Management, Leadership, Solution Architecture, Business Process..., Training, Strategic Planning, Management, Business Intelligence, PMP, Professional Services, Team Leadership, Requirements Gathering, SOA, Project Portfolio..., Governance, Business Process, Business Transformation, PMO, Integration, Information Technology, Vendor Management, Business Analysis, SDLC, Enterprise Software, Outsourcing, Business Process Design, Enterprise Architecture, Cloud Computing, IT Management, SaaS
Education
Wharton School, University of Pennsylvania 1982 — 1986
Bachelor of Science (B.S.), Finance, General
AdvantageCare Physicians December 2013 - Present
AdvantageCare Physicians October 2013 - December 2013
Global Asset Management Firm 2012 - 2013
Societe Generale 1997 - 2011
Chemical Bank 1994 - 1996
Drexel Burnham Lambert 1985 - 1994
National Benefit Life Insurance Company 1982 - 1985
Skills
Deferred Compensation, Executive Pay, Human Resources, Employee Benefits, Compensation & Benefit, HR Transformation, Payroll, 401k, Benefits Design, Qualified Retirement..., Non-Qualified Deferred..., Talent Management, Career Development, HRIS, Leadership, Pensions, Employee Relations, Personnel Management, Management, HR Policies, Benefits Administration, Strategy, PeopleSoft, Onboarding, Employee Engagement, Succession Planning, Performance Management, Organizational Design, Workforce Planning, HR Consulting, Talent Acquisition, Job Evaluation, Employer Branding, Organizational..., Job Descriptions, Applicant Tracking..., Compensation & Benefits
Education
UMass Lowell 1976 — 1976
BS, Marketing
Chemical Bank August 2002 - Present
Radio Shack May 1999 - August 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Public Speaking
Education
University of Phoenix 2008 — 2011
Randstad February 2015 - Present
Walmart June 2014 - February 2015
Tupperware Brands June 2014 - August 2014
Jr food/Houchens Ind. September 2013 - June 2014
New Hope Church October 2012 - May 2013
Chemical Bank April 2002 - July 2012
Distribution Management Services January 1990 - January 2001
McDonald's Corporation January 1987 - January 2000
Skills
Calendaring, Calendars, Travel Arrangements, Payroll, Accounts Payable, Spreadsheets, Teamwork, Data Entry, Office Administration, Telephone Skills, Outlook, Retail, Time Management, Internet Explorer, Multi-line Phone, Copying, Ten Key, Administration, Highly detail oriented, Microsoft Office 2007, Telephone Reception, Office Equipment, Fax, File Management, QuickBooks, Receptionist Duties, Clerical Work, 10 Key, Accounts Receivable, Customer Satisfaction, Clerical Skills, Cash Handling Experience, Appointment Scheduling, Administrative Office..., Confidentiality, Phone Etiquette, Microsoft Publisher, Outlook Express, Handle Confidential..., Meeting Scheduling, Business Correspondence, Critical Thinking, Expense Reports, Bookkeeping, Switchboard, Invoice Processing
Education
University of Phoenix 2011 — 2014
Not yet completed, Business Administration in Managment
University of Phoenix 2009 — 2011
Associates Degree, Business Administration
Monticello High School 1985 — 1987
Diploma, High School Diploma
The Old Hill Company LLC January 1997 - Present
Key Energy Services January 1996 - Present
PowerSecure International, Inc. January 2000 - Present
The Antioch Company January 2009 - November 2013
Deluxe Pattern Corporation 2005 - 2007
JHP Enterprises, LLC 1992 - 1996
London and Continental Bankers Ltd./DG Investment Bank 1985 - 1992
Samuel Montagu Inc. 1983 - 1985
Lloyds Banking Group 1982 - 1984
Chemical Bank 1981 - 1982
Skills
Strategic Planning, Budgets, Negotiation, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Governance, Corporate Finance, Bankruptcy, Banking, Investment Banking, Small Business Lending, Asset Based Lending, Commercial Lending, Mergers & Acquisitions, Apparel, Transportation, Trucking, Energy, Solar Energy, Energy Industry, Renewable Energy
Education
University of Minnesota - Carlson School of Management 1976 — 1979
Master of Business Administration (MBA), Finance
University of Minnesota-Twin Cities 1972 — 1976
Bachelor of Science (BS), Forest Resource Development
Novartis, NYC radio, ... January 2009 - Present
Freelancer January 2005 - Present
Chemical Bank October 1987 - January 1989
The Buckeye Cellulose Division of Procter & Gamble January 1984 - May 1987
United Nations July 1981 - December 1983
Skills
French, Spanish, English, Public Speaking, German, Voiceovers, Swiss German, Translation, Teaching ESL, Narration, Radio Commercials, Voice Over, Teaching, International Relations, Editing, Teaching English as a..., Copy Editing, Blogging, Event Management, Social Media, Radio Advertising, Media Relations, Television, Radio
Education
The University of Manchester 1980 — 1981
B.A. Honours, French and German Language and Litterature
Universität Bern 2000 — 2000
ESL Certificate, English as a Second Language ESL
ESADE in Barcelona, Spain 1990 — 1991
Certificate, Spanish and Iberian Studies
The University of Freiburg in Germany 1979 — 1980
Germanic Languages, Literatures, and Linguistics
The University of Manchester 1977 — 1979
Bachelor of Arts (B.A.), French and German Language and Litterature
Harrogate Ladies College 1972 — 1977
"O" levels and "A" levels, Secondary Education
Collège du Léman, Versoix, Switzerland 1970 — 1972
Primary School
Self Employed 1994 - Present
Twin Capital, Inc. 1994 - 2013
AXA 1999 - 2001
Chemical Bank 1990 - 1994
Bankers Trust 1984 - 1990
Gelco Corporation 1980 - 1984
Manufacturers Hanover Trust 1971 - 1980
Skills
Strategic Planning, Private Equity, Mergers & Acquisitions, Public Speaking, Investment Banking, Social Media, Fundraising, Due Diligence, Nonprofits, Communications
Education
Fordam University 1972 — 1974
Master of Business Administration (MBA), Business/Commerce, General
University of Notre Dame 1966 — 1970
AB, Sociology
Southern Westchester BOCES/LHRIC June 2010 - Present
NDT Computing May 2001 - May 2010
Chemical Bank June 1983 - February 1991
Skills
Troubleshooting, Technical Support, Software Documentation, Databases, Business Analysis, Help Desk Support, Project Management, Microsoft Office, Training, Quality Assurance, Testing, Customer Service, Teaching, Social Media, Leadership, Analysis, Windows Server, Public Speaking, Strategic Planning, Windows 7, Active Directory
Education
CUNY Baruch College 1980 — 1985
MBA, Computer and Information Sciences and Support Services
University at Albany, SUNY 1974 — 1978
BS, Mathematics/Computer Science
Rye Neck High School 1971 — 1974
High School Regents Diploma
Urban Lending Solutions February 2015 - Present
United Wholesale Mortgage June 2011 - October 2014
Flagstar Bank August 2011 - June 2012
Lighthouse of Oakland County May 2007 - October 2010
Chemical Bank August 2006 - May 2007
FirstMerit Bank formerly Citizens Bank November 2002 - January 2006
Salem Housing CDC July 2002 - November 2002
Skills
Customer Service, Microsoft Office, Management, Project Management, Strategic Planning, Leadership, Sales, Microsoft Word, PowerPoint, Training, Program Management, Nonprofits, Process Improvement, Public Speaking, Analysis, Mortgage Lending, Loans, Underwriting, Mortgage Banking, Credit, Loan Origination, Refinance, Banking, Credit Analysis, FHA, Foreclosures, Residential Mortgages
Education
University of Michigan-Flint 2006 — 2010
Bachelor of Business Administration (BBA), Operations Management and Marketing
Webster Bank October 2014 - Present
HSBC Commercial Banking 2001 - 2014
Summit Bank January 1998 - June 2001
PNC January 1991 - January 1998
Westpac January 1989 - January 1991
Chemical Bank September 1986 - January 1989
Education
University of Pittsburgh 1982 — 1986
Bachelor's Degree, Dual Major - Mathematics / Businerss
Bank of the West November 2013 - Present
HNW 2011 - 2013
Citigroup 2000 - 2009
KPMG 1999 - 2000
Neo Advertising 1995 - 1998
Eastman Kodak 1996 - 1997
Revlon 1992 - 1994
Chemical Bank 1989 - 1992
Bristol-Myers Squibb 1986 - 1989
Procter & Gamble 1980 - 1986
Skills
Leadership, Brand Management, Retail Banking, Marketing Strategy, Business Strategy, Marketing, Advertising, Strategic Brand..., Consulting, Financial Services, Consumer Products, Global Marketing, Marketing Research, Strategy, Market Planning, Product Development, Database Marketing, Integrated Marketing, Segmentation, Strategic Partnerships, Brand Development, Analytics, Product Marketing, Management, Business Development, Sales, Strategic Planning, Direct Marketing, Digital Marketing, Interactive Marketing, Customer Acquisition, Copywriting
Education
University of Missouri-Columbia
Bachelor, Journalism
Oak Hill Business Partners August 2011 - Present
Trinity Corporate Financial Advisors, LLC November 2010 - August 2011
US Bank December 2006 - October 2010
CU BizSource, LLC 2005 - 2006
Americans for Prosperity Foundation May 2004 - May 2005
Hudson Highland Group March 2003 - May 2004
Anderson/Roethle, Inc. August 1997 - February 2003
M&I Marshall & Ilsley Bank 1979 - 1996
Marine National Exchange Bank February 1978 - October 1979
Chemical Bank 1976 - 1978
Skills
Commercial Lending, Policy, New Business Development, Strategic Planning, Investment Banking, Funding, Private Equity, Mergers, Venture Capital, Management Consulting, Investments, Banking, Credit, Commercial Banking, Loans, Corporate Finance, Financial Analysis, Due Diligence, Valuation, Risk Management, Restructuring, Capital Markets, Business Planning, Business Strategy, Compliance, Integrity, Finance, Leadership, Start-ups, Strategy, Mergers & Acquisitions, Business Development, Securities, Management, Entrepreneurship, Financial Services, Portfolio Management, Analysis, Budgets, Change Management, Consulting, Corporate Governance, Credit Analysis, Cross-functional Team..., Financial Modeling, Relationship Management, Small Business, Strategic Financial..., Treasury Management, Wealth Management
Education
The Tuck School of Business at Dartmouth 1973 — 1975
MBA, Finance & Marketing
Trinity College-Hartford 1967 — 1971
AB, History
Multiple Clients May 2012 - Present
Access Group 2008 - 2012
Janney Montgomery Scott 2007 - 2008
JPMorgan Chase 2002 - 2006
JPMorgan Chase 1998 - 2002
JPMorgan Chase 1996 - 1998
JPMorgan Chase 1993 - 1996
Chemical Bank 1989 - 1993
Bank of New York 1987 - 1989
Skills
Program Management, Project Management, Project Portfolio..., Mergers, Software Conversions, Financial System..., Organizational..., Training, Leadership, Leadership Development, Operational Excellence, Operational Efficiency, Organizational..., Business Process Design, Strategic Planning, Business Strategy, New Product..., Vendor Management, Relationship Management, Business Impact Analysis, IT Strategy, IT Transformation, IT Management, Coaching, Personal Development, Team Building, NLP, Business Transformation, Public Speaking, Executive Coaching, Project Planning, Integration, Business Process..., Change Management, Executive Management, Strategy, Consulting, Banking, Risk Management, Governance, Performance Management, Outsourcing, Mergers & Acquisitions, Performance Improvement, Organizational..., Process Improvement, Management, Finance
Education
University at Albany, SUNY 1983 — 1987
BS
Spring Valley Senior HIgh
Rabobank September 2011 - Present
HSBC September 2004 - May 2011
Bear Stearns Companies Inc 1996 - 2004
Bankers Trust Company 1988 - 1996
Chemical Bank 1986 - 1988
Education
University College London, U. of London 1982 — 1985
BA, Economic Geography
Shrewsbury School 1976 — 1981
Bill & Melinda Gates Foundation May 2000 - Present
IT consultant Self Employed 1996 - 2000
Bankers Trust 1996 - 1996
IT consultant Self Employed 1991 - 1996
Maximum Data Corp. 1985 - 1991
Chemical Bank 1982 - 1985
Skills
SharePoint, Business Analysis, Project Management, Agile Methodologies, Software Documentation, Microsoft Office, Business Intelligence, SQL, SDLC, Access, Visio, Microsoft SQL Server, Business Process, Databases, Vendor Management
Education
Saint John's University 1980 — 1982
BS, Management/Economics
University at Albany, SUNY
Chalgian & Tripp Law Offices, PLLC October 2013 - Present
Chemical Bank July 2005 - October 2013
Skills
Estate Planning, Tax Law, Personal Trust, Elder Law, Special Needs Trusts, Guardianship, Conservatorships, Estate Administration, Personal Trust..., Preparation of Wills, Trusts, Strategic Planning, Customer Service, Leadership, Small Business Lending, Loans, Commercial Banking, Credit, Event Planning, Financial Planning, Finance, Public Speaking, Portfolio Management, Banking, Fundraising, Investments, Financial Analysis
Education
University of Florida - Fredric G. Levin College of Law
Juris Doctor (J.D.)
Marine Bank & Trust Company April 2013 - Present
First Citizens Bank November 2010 - April 2013
Riverside National Bank of Florida April 2002 - November 2010
Community Savings, F January 1996 - March 2002
SunBank Treasure Coast July 1993 - October 1995
Barnett Bank Martin County December 1989 - January 1993
Chemical Bank April 1986 - December 1989
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Loans, Portfolio Management, Financial Analysis, Underwriting, Finance, Small Business Lending, Real Estate
Education
Trinity College-Hartford 1981 — 1985
BA, Economics
Newton North High School
Chemical Bank July 2012 - Present
Chemical Bank January 2007 - September 2012
Chemical Bank 2002 - 2007
Commercial Loans January 1998 - January 2002
Commercial Loans January 1992 - January 1998
Inter-City Bank January 1991 - January 1992
Skills
Commercial Lending, Credit, Risk Management, Banking, Loans, Commercial Banking, Consumer Lending, Mortgage Lending, Credit Analysis, Portfolio Management, Retail Banking
Education
University of Notre Dame - Mendoza College of Business 1995 — 1997
Masters, Business Administration
Western Michigan University 1986 — 1990
Bachelor, Business Administration; Finance and Commercial Law; Philosophy
University of Oklahoma, Norman, Oklahoma
National Commercial Lending School, American Bankers Association
Advance Global Capital Ltd January 2013 - Present
Middlebury Institute of International Studies at Monterey, Center for Social Impact Learning 2014 - Present
Santa Clara University, GSBI 2012 - Present
Banking on the Poor January 2010 - Present
Grameen Foundation November 2009 - Present
American Express Bank Ltd. June 1997 - December 2008
Arthur Andersen, Office of Government Services January 1995 - April 1997
The Secura Group 1992 - 1995
SRI International 1988 - 1992
Chemical Bank 1979 - 1988
Skills
Risk Management, Strategic Planning, Credit Risk, Banking, Management, Finance, Strategic Financial..., CRM, Financial Services, Nonprofits, Budgets, Financial Modeling, Financial Analysis, Corporate Finance, Portfolio Management, Non-profits
Education
University of California, Berkeley, Haas School of Business 1977 — 1979
MBA, International Finance
University of California, Berkeley 1966 — 1975
BA, English, Russian, Japanese
Redwood High School 1962 — 1966
ANZ April 2010 - Present
GE Capital November 2001 - October 2009
J.P. Morgan 2001 - 2001
J.P. Morgan 1997 - 2001
J.P. Morgan 1988 - 1997
Chemical Bank 1982 - 1988
Skills
Portfolio Management, Private Equity, Credit, Corporate Finance, Valuation, Strategy, Securitization, Asset Based Lending, Investment Banking, Capital Markets, Mergers, Mergers & Acquisitions, Venture Capital, Financial Structuring, Structured Finance, Finance, Emerging Markets, Investments
Education
University of Connecticut
BS, Accounting, Finance
Sensanalysis November 2012 - Present
Ipsos (formerly Synovate) February 2011 - November 2012
Qualitative and Quantitative Market Research Services March 1990 - February 2011
JP Morgan Chase (formerly Chase Manhattan Bank) 1988 - 1990
Chemical Bank 1987 - 1988
NFO Research 1984 - 1987
Skills
Healthcare, Financial Services, Market Research, Segmentation, Focus Groups, Strategic Planning, Marketing Research, Quantitative Research, Brand Equity, Analysis, Consumer Behaviour, Customer Insight, Analytics, FMCG, Analytical Skills, Product Development, Qualitative Research, Global Management, Competitive Analysis, CRM, Marketing Strategy, Advertising Research
Education
Tufts University
Bachelor of Science
Yale University
MPH
Svenska Handelsbanken June 1986 - October 2001
Svenska Handelsbanken 1986 - 2001
Svenska Handlesbanken 1986 - 2001
Chemical Bank 1973 - 1976
Citibank 1962 - 1973
Skills
Banking, English, Investments, Marketing Communications, Business Strategy, Change Management, Marketing Strategy, Capital Markets, Credit, Marketing, Coaching, Financial Analysis, New Business Development, Negotiation, Due Diligence, Portfolio Management, Project Management, Risk Management, Business Development, Strategic Planning, Strategy, Management, Mergers & Acquisitions, Finance, Business Planning, Commercial Banking, Asset Management
Education
University of Virginia 1961 — 1962
MA, English
Tulane University 1957 — 1961
BA with Honors, English, Political Science
Wells Fargo 2006 - Present
Larson Financial Resources 1996 - 2006
Chemical Bank 1994 - 1996
Cantor Fitzgerald 1994 - 1994
Skills
Credit, Valuation, Credit Risk, Loans, Real Estate Financing, Real Estate Economics, Mortgage Lending, Commercial Mortgages, Underwriting, Credit Analysis
Education
University of Massachusetts, Amherst 1981 — 1985
Bachelor's degree, Psychology
Bloomberg LP July 2014 - Present
Bloomberg LP September 2013 - July 2014
Great Oak Strategies LLC January 2012 - September 2013
Aurora Bank, FSB December 2008 - December 2011
Lehman Brothers February 1992 - September 2008
Chemical Bank October 1989 - February 1992
PwC September 1988 - October 1989
Skills
Real Estate, Mergers, Risk Management, Team Leadership, Banking, Deferred Compensation, Due Diligence, Employee Benefits, Fixed Income, HRIS, Human Resources, Internal Communications, Management, Mergers, Personnel Management, Program Management, Project Management, Recruiting, Strategy, Talent Acquisition, Talent Management
Education
University of Cambridge 1985 — 1988
MA, Economics
First Niagara Bank July 2005 - Present
Citibank September 2003 - July 2005
KeyBank March 1999 - September 2003
First National Bank of Rochester May 1995 - March 1999
Chemical Bank July 1985 - May 1995
Skills
Commercial Lending, Banking, Loans, Commercial Banking, Credit, Small Business Lending, Credit Analysis, Portfolio Management, Loan Origination, Risk Management, Underwriting, Credit Risk, Commercial Mortgages, Middle Market
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1987 — 1994
Master of Business Administration (MBA), Finance and Corporate Accounting, GPA 3.6
Washington University in St. Louis 1979 — 1983
Bachelor of Arts (BA), History and Spanish, GPA 3.6
Houlihan Lawrence March 2011 - Present
Coldwell Banker Residential Brokerage January 2006 - March 2011
Chemical Bank 1984 - 1988
Chemical Bank 1981 - 1984
Skills
Sales, Real Estate, Selling, Investment Properties, Home, Residential Homes, Negotiation, Marketing, Investments, Marketing Strategy, Real Estate Development, Market Analysis, Contract Negotiation, Project Management, Customer Service, Online Advertising, Public Relations, Strategic Planning, Public Speaking, Spanish, Rentals, Entrepreneurship, Referrals, Buyers, Condos
Education
New York University - Leonard N. Stern School of Business 1979 — 1981
MBA, Finance and International Business
Universidad de Los Andes 1974 — 1979
Economista '79, Economics
Colegio Nueva Granada 1972 — 1974
Bachillerato '74
Mid-Missouri Bank January 2011 - Present
BancorpSouth 2007 - 2011
CASA 2005 - 2011
CASA 2009 - 2010
ORCDC 2006 - 2010
The Signature Bank 2004 - 2007
The Bank 1998 - 2004
Boatmen's Bank 1987 - 1997
Chemical Bank June 1985 - April 1987
Skills
Equipment Finance, Real Estate Finance, SBA Financing, Banking, Loans, Commercial Lending, Strategic Planning, Marketing, Budgets, Commercial Banking, Credit, Financial Analysis, Small Business Lending, Investments, Negotiation, Underwriting, Portfolio Management, Finance, Real Estate Economics, Management, Credit Analysis, Mortgage Lending, Credit Risk, Mergers & Acquisitions, SBA, Strategic Financial..., Deposits, Retirement Planning, Small Business, Risk Management, Loan Origination, Wealth Management, Investment Properties, Treasury Management, Real Estate, Construction Loans, Valuation, Relationship Management, Insurance, Lines Of Credit, USDA, Mortgage Banking, Refinance, Retail Banking, Consumer Lending, FHA, Funding, Cash Management, Asset Management, Commercial Mortgages
Education
Southwest Graduate School of Banking 1991 — 1993
General, Banking
University of Missouri-Columbia 1977 — 1982
BSBA/MBA, Marketing
Gartner Inc. MemberContingency Planning Exchange2010 - Present
JP Morgan Chase 1997 - 1999
ING 1995 - 1997
Chemical Bank 1985 - 1987
Education
University of New Haven
BS, Information Management
U.S. Bank May 2010 - Present
The Public Schools of the Tarrytowns, New York 1988 - Present
JPMorgan February 1995 - February 2009
Chemical Bank December 1993 - February 1995
Chemical Bank October 1989 - December 1993
Manufacturers Hanover Trust August 1983 - October 1989
Skills
Capital Markets, Investment Banking, Syndications, Financial Structuring, Leveraged Finance, Corporate Finance, Credit, Credit Analysis, Capital Structure, Credit Risk, LBO, Fixed Income, High Yield, Portfolio Management, Loans
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
University of Wisconsin-Madison
BS, Mathematics
Barclays Capital May 2010 - Present
Board Advisory Services, Inc November 2003 - May 2010
Deloitte 1999 - March 2002
Deutsche Bank (BTCo) 1998 - 1999
JPMChase 1990 - 1998
Chemical Bank 1990 - 1998
Bankers Trust Company 1985 - 1990
Skills
Business Process..., Business Strategy, New Business Development, Financial Services, Financial Risk, Risk Management, Governance, Enterprise Risk..., Operational Risk..., Banking, Mergers, Payment Systems, Treasury, Stakeholder Management, Program Management, Strategic Negotiations, Strategy, Executive Management, PMO, Thought Leadership, Mergers & Acquisitions, Start-ups, Management Consulting, Cross-functional Team..., Leadership, Enterprise Software, Management, Consulting, Finance, Business Analysis, Strategic Planning, Analysis, Vendor Management
Education
UCLA 1980 — 1984
BA
Becker Consulting Services July 1985 - Present
Stern School of Business, NYU January 1990 - December 2004
Bankers Trust Company September 1984 - February 1985
Chemical Bank September 1982 - August 1984
Philadelphia National Bank July 1979 - July 1982
Skills
Marketing Communications, Internal Communications, Bylined Articles, Content Development, White Papers, Communication Consulting, Ghostwriting, Visual Communication, Corporate Communications, Web-based Communication, Branding Initiatives, Financial Writing, Conducting Interviews, Training, Integrated Marketing, Media Skills Training, Thought Leadership, Financial Communications, Presentation Coaching, Marketing, Public Speaking, Consulting, Communication Training, Grant Writing, Proposal Writing, Qualitative Market..., Survey Design, Press Releases, Leadership Development, Coaching, Professional Services, B2B Marketing, Program Management, Management, Strategic Communications, Social Media Marketing, Organizational..., Higher Education, Finance, Social Media, Business Education, Teamwork, Marketing Strategy, Content Strategy
Education
University of Pennsylvania - The Wharton School 1978 — 1979
M.B.A., Finance
University of Pennsylvania
Ph.D., English
University of Pennsylvania
B.A., English
Algon Group May 2013 - Present
Real Estate Investment and Asset Management May 2006 - May 2013
Wellsford Real Properties, Inc. May 1997 - December 2006
Mansfield Partners, Inc. 1992 - 1997
Banque Indosuez 1989 - 1992
CRI Institutional Real Estate 1987 - 1989
Prudential Bache Securities 1984 - 1987
Dade Savings & Loan 1983 - 1984
Chemical Bank 1969 - 1983
Skills
Real Estate Asset and..., Investment Underwriting, Capitalization..., Acquisitions and..., Workouts and..., Credit Risk Analysis..., Loan Structuring, Financial Structuring, Disposition, Real Estate, Portfolio Management, Acquisitions, Management, Real Estate Economics, Restructuring, Real Estate Transactions, Asset, Due Diligence, Credit Risk, Real Estate Development, Underwriting
Education
University of Notre Dame 1965 — 1969
Bachelor of Arts
Great Ajax Corp. [NYSE: AJX] July 2014 - Present
Aspen Capital Partners July 2010 - Present
Shackleton Capital Partners June 2008 - Present
JP Morgan Chase July 2006 - May 2008
Citicards June 2003 - June 2006
TrueCredit / TransUnion Interactive February 2001 - December 2002
Citibank 1990 - February 2001
Chemical Bank 1986 - 1990
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Finance & Marketing
The University of Chicago 1980 — 1984
BA, Economics, Marketing
British Airways September 2012 - Present
American International Group, Inc. - Financial Services Division July 2010 - February 2012
AIG Consumer Finance Group, Inc. May 2007 - June 2010
AIG Consumer Finance Group, Inc. September 2002 - April 2007
Thacher Proffitt & Wood November 1993 - August 2002
Mitsubishi Corporation April 2000 - April 2001
White & Case July 1995 - January 1996
Chemical Bank December 1988 - July 1990
Chemical Bank June 1987 - December 1988
Education
Tulane University Law School 1990 — 1993
JD, Law
Georgetown University School of Foreign Service 1983 — 1987
BSFS, International Politics
SEFCU (STATE EMPLOYEE FEDERAL CREDIT UNION March 2013 - Present
Bank United September 2010 - March 2012
TD BANK December 2009 - June 2010
WACHOVIA BANK June 2007 - April 2009
Wachovia, A Wells Fargo Company March 2002 - April 2009
SunTrust Bank March 2007 - June 2007
WACHOVIA BANK March 2002 - March 2007
PaineWebber July 1994 - April 2001
CHASE MANHATTAN BANK February 1991 - June 1994
Chemical Bank August 1989 - December 1990
Education
University at Albany, SUNY 1989 — 1992
Coxsackie Athens High School 1984 — 1987
Business
Independent IT Project Management Professional January 2010 - Present
The Theodore Gordon Flyfishers, Inc January 2003 - January 2010
MiraLink Corporation January 2003 - August 2003
Chase Home Finance November 1998 - December 2002
JPMorgan Chase September 1996 - November 1998
JPMorgan Chase June 1995 - September 1996
Chemical Bank June 1992 - April 1995
Manufacturers Hanover Trust June 1991 - January 1992
Manufacturers Hanover Trust January 1990 - June 1991
Software House, Inc. March 1988 - March 1990
Skills
Disaster Recovery, Vendor Management, Integration, Security, Program Management, Troubleshooting, Networking, Project Management, Network Administration, Management, Leadership, Information Technology, Project Planning, Strategy, Analysis, Training, Testing, Hardware, Computer Security, Routers
Education
Rider University 1980 — 1983
Assoc., Liberal Arts
The College of New Jersey 1978 — 1980
Morgan Stanley May 2010 - April 2014
Wachovia May 2008 - June 2009
Wachovia Securities January 2005 - April 2008
Wachovia Securities July 1997 - January 2005
Wachovia June 1996 - July 1997
Chemical Bank July 1994 - June 1996
Skills
Relationship Management, Strategy, Business Planning, Product Development, Series 7, Wealth Management, Series 63, Banking, Investments, Portfolio Management, Private Banking, Mutual Funds, Financial Services, Credit, Asset Managment
Education
University of Notre Dame 1990 — 1994
T H Kepley Financial Services January 2008 - Present
Capitol Securities Management, Inc. 2008 - Present
Kepley Insurance Services, Inc. 2005 - Present
Carolinas Municipal Advisory Council 1998 - Present
Anderson & Strudwick 2005 - 2007
Kepley & Co., Incorporated 1996 - 2005
Wachovia Bank 1991 - 1996
Chemical Bank 1987 - 1991
Irving Trust Co. 1985 - 1987
Skills
Fixed Income, Municipalities, Retirement Planning, Estate Planning, Wealth Management..., Corporate Law, Series 7, Government Bonds, Investments, Wealth Management, Mutual Funds, Securities, Investment Advisory, Asset Allocation, Retirement, Alternative Investments, 401k, FINRA, Financial Services, Financial Advisory, Insurance, Finance, Pensions, Wealth Accumulation, Long Term Care Insurance
Education
University of North Carolina at Chapel Hill 1981 — 1985
BA, Economics
Hammond Academy 1971 — 1981
High School Diploma
Jo S A Bank June 2014 - Present
ASG Security January 2014 - May 2014
ipDatatel, LLC October 2012 - September 2013
Berings May 2010 - September 2012
Jo S.A. Bank October 2005 - April 2010
The Billy Graham Traing Center, "The Cove" February 2005 - May 2005
CAMP ALLEN April 2001 - December 2001
AIM MANAGEMENT GROUP October 1996 - July 1998
Chemical Bank October 1994 - May 1996
Skills
Sales, Training, CRM, Account Management, Customer Service, Sales Management, Business Development, Marketing, Professional Mentoring, New Business Development, Sales Operations, Leadership, Investments, Microsoft Word, Salesforce.com, Selling
Education
University of Houston, C.T. Bauer College of Business 1998 — 2000
MBA
Texas Christian University - M.J. Neeley School of Business 1989 — 1993
BBA, Marketing
Wells Fargo Financial Advisors, LLC February 2015 - Present
UBS Financial Services Inc October 1992 - January 2015
Paine Webber 1995 - 2000
Kidder Peabody October 1992 - March 1995
Roblin Acquisition Capital Inc. May 1987 - October 1992
Empire Equity Investments - Empire of America 1982 - 1987
Chemical Bank 1981 - 1982
Roblin Industries, Inc 1974 - 1981
Skills
Wealth Management, Asset Allocation, Investments, Equities, Alternative Investments, Strategic Planning, Hedge Funds, Securities, Series 7, Mutual Funds, Series 63, Retirement Planning, Portfolio Management, Investment Advisory, Wealth
Education
University of Pennsylvania 1970 — 1974
BA, Economics
University of Rochester - Simon Business School 1979 — 1981
MBA, Executive Developement Program
Nichols School 1962 — 1970
High School
BioMed Realty April 2014 - Present
Essex Property Trust May 2011 - Present
The Swig Company February 2009 - Present
Bank of America April 1988 - January 2009
Banc of America Securities 1999 - 2009
Bank of America Merrill Lynch 1999 - 2009
Chemical Bank 1984 - 1988
Skills
Real Estate, Banking, Real Estate Investment, Mergers, Due Diligence, Negotiation, Strategic Planning, Financial Analysis, Equities, Corporate Governance, Debt, Structuring, Capital Markets, Corporate Finance, Financial Modeling, Financial Structuring, Management, Investment Properties, Leadership, Mergers & Acquisitions, Valuation, Budgets, Commercial Real Estate
Education
University of Delaware - Lerner College of Business and Economics 1978 — 1982
Bachelor of Science (BS), Economics/Econometrics and Business Administration (2 degrees), Minor in Communication
Accenture March 2008 - Present
Shalimar Enterprises March 2006 - July 2012
AT&T Wireless March 2001 - March 2008
Openwave Systems 2000 - 2005
Billeasy Inc 2000 - 2000
Citibank N.A. 1995 - 2000
Sitel Inc. March 1993 - November 1994
Chemical Bank April 1991 - March 1993
Skills
SDLC, Business Intelligence, Program Management, Software Development, Requirements Analysis, Cloud Computing, Enterprise Software, SaaS, Vendor Management, Management, SOA, Software Project..., Agile Methodologies, IT Strategy, Leadership, Integration, Cross-functional Team..., Solution Architecture, Enterprise Architecture
Education
London University 1984 — 1985
A'Level
Cambridge University 1980 — 1984
O'Level
Canadian School of Management
B.S., Computer Studies
New York
MS, Computer Science
New York
MBA, Marketing
Leander ISD August 2004 - July 2015
Church of The Hills of Austin 2001 - 2003
Chemical Bank August 1995 - July 1996
Chemical Bank 1994 - 1995
Texas Commerce Bank 1992 - 1994
Texas Commerce Bank 1989 - 1992
Skills
Curriculum Design, Curriculum Development, Classroom, Lesson Planning, Educational Leadership, Classroom Management, Public Speaking, Educational Technology, Tutoring, Staff Development, Training, Microsoft Office, Customer Service
Education
Texas State University, San Marcos, Texas 2003 — 2004
Teacher certification, Elementary Education and Teaching
Texas Lutheran University 1981 — 1985
Bachelor of Arts (B.A.), Psychology and theology
Island Advantage Realty August 2007 - Present
HRE Corp January 1993 - June 2007
Chemical Bank August 1990 - December 1992
Skills
Licensed Real Estate..., NY State
Education
State University of New York at Buffalo
BA, Economics
The New School December 2014 - Present
Morning Star Full Gospel 2010 - Present
The New School May 2004 - Present
The New School May 2004 - Present
HB Catering 1992 - Present
Pace University September 2003 - April 2004
NYC Lab School 1989 - 2003
Chemical Bank November 1978 - January 1989
PS 234 1980 - 1985
Skills
Event Management, Event Planning, PowerPoint, Training, Time Management, Administration, Mac, Nonprofits, Microsoft Office, Microsoft Word, Management, Community Outreach, Higher Education, Budgets, Fundraising, Singing, Policy, Scheduling, Resource 25, Banner, Banners, Editing, Catering, Process Scheduler, American Sign Language, Non-profits, Counseling, WEDOIST, Eventbrite, 25Live, Psychotherapy, Leadership, Public Speaking, Research
Education
New School University 2008 — 2014
Bachelor's degree, Writing, 3.59
French Culinary
Culinary Arts/Chef Training
Raymond James Financial May 2009 - Present
Lane Berry October 2005 - May 2009
First Albany Capital October 2003 - October 2005
Credit Suisse First Boston November 2000 - December 2002
Donaldson, Lufkin & Jenrette February 1991 - October 2000
Chemical Bank 1991 - 1992
Education
University of Pennsylvania 1987 — 1991
International Monetary Fund 2002 - Present
Chemical Bank July 1994 - June 1995
Banco del Sud April 1993 - June 1994
Skills
Monetary Policy, Economic Policy, Macroeconomics, Economic Research, International Economics, Development Economics, Econometrics, Eviews, International Finance, Stata, Economics, Political Economy
Education
University of Chicago 1995 — 2002
PhD, Economics
CEMA 1993 — 1994
Masters, Finance
Universidad de San Andres 1989 — 1992
Licenciado, Economics
Douglas Elliman Real Estate May 2011 - Present
The Corcoran Group May 2009 - May 2011
JP Morgan Chase May 1973 - January 2001
JPMorgan Chase 1973 - 2001
Chemical Bank 1973 - 2001
Skills
Sellers, Property, Buyers, Negotiation, Waterfront, Real Estate, Condos, Relocation, First Time Home Buyers, Investment Properties, Short Sales, Real Estate Transactions, Investors, Foreclosures, REO, Residential Homes, Townhomes, Listings, Buyer Representation, Selling, Financial Analysis, Loans, Property Management, Rentals, Sales, Single Family Homes, Strategic Planning, Luxury, Marketing
Education
University of Denver 1969 — 1972
BA, English, Psychology
Pine Manor College 1968 — 1969
English Literature
Bronxville High School 1964 — 1968
Pine Manor College
English Literature (British and Commonwealth)
U.S. Commodity Futures Trading Commission September 2009 - Present
MANAGED FUNDS ASSOCIATION August 2007 - August 2008
K&L GATES LLP September 1999 - January 2007
Price Waterhouse LLP August 1994 - August 1996
Chemical Bank 1991 - 1993
Education
The College of William and Mary - Marshall Wythe Law School 1996 — 1999
Juris Doctor
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelor of Science in Economics
I.S. 383
I.S. 383
Midwood High School
GoldenSet Capital Partners LLC January 2014 - Present
NewWorld Capital Group September 2009 - December 2013
New Energy Capital July 2006 - November 2009
Coller Capital September 2004 - November 2005
GE Structured Finance Group September 1989 - September 2004
Chemical Bank 1978 - 1989
Skills
Private Equity, Cleantech, Project Finance, Infrastructure Projects, Venture Capital, Infrastructure, Environmental Awareness, Structured Finance, Strategy, Investments, Portfolio Management, Renewable Energy, Energy, Business Development, Corporate Development, Growth Capital, Financial Modeling
Education
University of Houston
MBA
Vassar College
BA, Economics
Brookfield Asset Management July 2006 - Present
Hancock Productions LLC February 1998 - July 2006
Apple Bank for Savings November 1991 - February 1998
Chemical Bank September 1986 - October 1991
Skills
Real Estate Financing, Real Estate Investor, Real Estate, Commercial Real Estate, Asset Management, Loans, Credit, REO, Due Diligence, Valuation, Financial Analysis, Management, Investments, Financial Modeling, Portfolio Management, Loan Origination, Finance, Real Estate Economics, Private Equity, Capital Markets, Mergers & Acquisitions, Real Estate Development, Restructuring, Risk Management, Equities, Underwriting, Investment Banking, Banking, Financial Services, Corporate Finance, Financial Structuring, Real Estate Investments
Education
The University of Pennsylvania 1982 — 1986
Bachelor of Arts (B.A.), English Literature
University of Pennsylvania 1982 — 1986
Bachelor's Degree, English Language and Literature/Letters, Honors
Boston University School of Management August 2012 - January 2014
Polo Ralph Lauren September 2004 - January 2010
Goldman Sachs September 2000 - December 2002
Mattituck-Laurel Library September 1994 - December 2000
Chemical Bank 1988 - 1992
McKinsey & Company 1982 - 1986
Catholic Relief Services September 1976 - October 1979
Skills
Talent Management, Talent Acquisition, Recruiting, Onboarding, Human Resources, Sourcing, Leadership Development, Strategic Planning, Program Management, Coaching, International Relations, Negotiation, Career Development, Project Management
Education
The Graduate Institute of International and Development Studies 2010 — 2011
Executive Masters
University of Geneva 2010 — 2011
Certificate Program
Saint Leo University
Bachelor of Arts
ALS Resolvion January 2010 - Present
Stop SAM January 2013 - Present
ReMark Americas 2002 - March 2010
Coverdell & Company 1988 - 2002
Data Horizons January 1985 - March 1987
Chemical Bank September 1980 - December 1984
Skills
Direct Marketing, New Business Development, Brand Loyalty, Strategic Planning, Business Development, Business Strategy, Marketing Strategy, Financial Services
Education
University of Georgia - Terry College of Business 1976 — 1980
BA, Finance
Resinate Materials Group, Inc. September 2015 - Present
Resinate Materials Group, Inc. May 2014 - September 2015
Stonecrest Assisted Living June 2013 - August 2013
Chemical Bank May 2013 - August 2013
Michigan Department of Transportation June 2012 - August 2012
Michigan Department of Transportation June 2011 - August 2011
Michigan Department of Transportation June 2010 - August 2010
Skills
Team Leadership, Tax Preparation, Teamwork, Microsoft Office, Research, Customer Service
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor's Degree, Accounting and Finance
University of Michigan 2012 — 2013
Pre-Business, 3.83
Freeland High School 2008 — 2012
College Preparatory/Advanced Placement, 4.08 Valedictorian
WNYC Radio July 2015 - Present
The Container Store July 2011 - Present
Jennison Associates LLC December 2009 - December 2012
Forrest Solutions Group January 2007 - December 2009
JPMorgan Chase January 2002 - December 2006
JPMorgan Chase January 1997 - April 2002
Chemical Bank January 1995 - December 1997
Chemical Bank January 1990 - December 1995
America Hawaiian Cruise Line November 1988 - October 1994
Tokyo Disney Resort(Orientalland Co. ltd,) November 1988 - September 1994
Skills
Administrative..., Hosting Events, Organization, Writing, Parody, Acting, Singing, Baking, Customer Service, Sales, Entertainment, Management, Film, Event Planning, Microsoft Office, Public Speaking, Editing, Nonprofits, Creative Writing, Event Management, Fundraising, Financial Accounting
Education
University of Minnesota-Twin Cities 1978 — 1980
Bachelor of Fine Arts (BFA), Acting
University of Wisconsin-Milwaukee 1977 — 1978
Liberal Arts and Sciences/Liberal Studies
University of Wisconsin-Eau Claire 1976 — 1977
Theatre/Theater
Milwaukee Lutheran High School 1971 — 1975
Graduate
Bond, Schoeneck & King, PLLC May 2008 - Present
Kauff McClain & McGuire LLP February 1989 - May 2008
Chemical Bank June 1987 - February 1989
Skills
Unfair Competition, Commercial Litigation, Legal Research, Employment Law, Mediation, Arbitration, Dispute, Litigation, Employment..., Dispute Resolution, Legal Advice, Trade Secrets, Alternative Dispute..., Appeals, Civil Litigation, Legal Writing, Non-compete Agreements, Class Actions, Courts, Legal Assistance, Wills, Discrimination, Trials, Litigation Support, Collective Bargaining, Employment Contracts, Intellectual Property
Education
Boston College Law School 1974 — 1977
J.D.
Trinity College-Hartford 1968 — 1972
B.A. with Honors, Religion
Girard College 1960 — 1968
H.S. diploma
Dwyer Media Strategy 2008 - Present
Haas School of Business 2009 - Present
NBC Bay Area November 2002 - Present
Curry Senior Center February 2014 - Present
International House at UC Berkeley March 2011 - Present
KTVU September 1990 - October 2002
KXLF 1988 - 1989
KESQ 1988 - 1988
Chemical Bank 1987 - 1988
Skills
Non-profits, Journalism, Public Speaking, Social Media Consulting, Media Relations, Public Relations, Broadcast, Politics, Creative Direction, Editing, Marketing, Social Media, Blogging, Facebook, Fundraising, New Media, Nonprofits, Press Releases, Social Media Marketing, Storytelling, Strategic Communications, Teaching, Television, Television News, Video Production, Writing
Education
University of California, Berkeley, Haas School of Business 1983 — 1987
BS, Finance, Accounting, Marketing
RSD Advisors January 2010 - Present
Cumberland Advisors March 2013 - Present
Harvest Investments, LTD October 2008 - December 2013
Goldstein Capital April 2006 - October 2008
First Albany Corp 1995 - 2006
Donaldson Lufkin & Jenrette 1989 - 1994
Alex Brown & Sons 1982 - 1986
Lazard Freres 1982 - 1986
Chemical Bank 1981 - 1985
US Trust Company of NY 1979 - 1982
Skills
Financial Analysis, People Skills, Financial Planning, Strategic Financial..., Fixed Income, Investments, Equities, Capital Markets, Asset Management, Hedge Funds, Wealth Management, Mutual Funds, Alternative Investments, Trading, Asset Allocation, Derivatives, Economics, Investment Management, Portfolio Management, Bonds, Finance, Municipal Bonds, High Yield Bonds, Public Finance
Education
University at Albany, SUNY 1975 — 1979
BA, Economics and Computer Science
Division Avenue High School 1971 — 1975
HS, Academic
Brookshire Grocery Company January 2013 - Present
Brookshire Grocery Company January 2013 - 2013
Hardy & Atherton Law Firm August 2009 - September 2012
CB&I December 2000 - January 2010
Fifth Third Bank June 1999 - March 2000
Anheuser-Busch January 1996 - July 1998
American General May 1989 - August 1994
American General Finance 1992 - 1994
American General Finance 1992 - 1994
Chemical Bank 1980 - 1989
Skills
File Management, Microsoft Office, Word Perfect, Microsoft Excel, Microsoft Word, Computers, PowerPoint, Legal Research, Leadership, Corporate Communications, Community Outreach, Analytical Skills, Leadership Evansville, Recruiting, Wordperfect, Human Resources, Talent Management, Talent Acquisition
Education
University of Kansas - Graduate School of Business 2005 — 2005
Certificates
Webster University 1997 — 1997
University of Louisiana at Lafayette 1966 — 1971
Bachelor's in Science
Doubleday Entertainment Director of MarketingAll Round FoodsApril 2013 - Present
Bookspan October 1996 - May 2007
Chemical Bank 1994 - September 1996
Citibank 1988 - 1994
Lehman Brothers February 1986 - December 1987
Young & Rubicam February 1985 - February 1986
Skills
Direct Marketing, Customer Acquisition, Email Marketing, Analytics, Digital Marketing, Direct Mail, Digital Media, Online Marketing, Online Advertising, Integrated Marketing, Digital Strategy, Social Media Marketing, Web Analytics, Multi-channel Marketing, Brand Management
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
Master of Business Administration (MBA), Marketing
New York University - Leonard N. Stern School of Business 1979 — 1981
Bachelor of Science (BS), Marketing and Management
State University of New York at Albany 1977 — 1979
HG Vora Capital Management February 2010 - Present
Silver Point Capital February 2004 - February 2010
Goldman Sachs April 1996 - January 2004
Chemical Bank 1993 - 1996
Skills
Leveraged Finance, Debt, Hedge Funds, Structuring, High Yield, Bonds, Restructuring, Investments, Capital Structure, Fixed Income, Deal Structuring, Corporate Finance, Special Situations, Financial Analysis, Transaction, Credit Analysis, Asset Management, Credit, Loans, Distressed Debt, Event Driven, Private Lending, Syndications
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA
The George Washington University - School of Business 1984 — 1988
BBA, Finance
Chemical Bank May 2008 - Present
Chemical Bank May 2008 - October 2011
ABN AMRO January 2003 - May 2008
ABN AMRO Mortgage Group January 2003 - May 2008
Bank of America 2006 - 2008
LaSalle Bank - ABN AMRO 2006 - 2008
Wells Fargo Financial September 1995 - December 2003
Education
University of Illinois Springfield 1991 — 1993
BA, Bus Admin/ Mgt
cros-lex
WSG Systems January 1985 - Present
Chemical Bank 1979 - 1983
Touche Ross January 1975 - July 1979
Skills
Business Analysis
Education
The University of Chicago - Booth School of Business 1973 — 1974
Master of Business Administration (MBA), Accounting
Underwriters Laboratories November 2009 - November 2011
BearingPoint March 2006 - August 2009
The Ithaca Group for Canadian Imperial Banking Corp (CIBC) August 2004 - March 2006
A.T. Kearney June 2002 - August 2004
Arthur Andersen, Business Consulting February 1999 - June 2002
Accenture/Andersen Consulting March 1993 - February 1999
City National Bank October 1991 - February 1993
The Reichman Group July 1989 - October 1991
Chemical Bank May 1988 - May 1989
Great Western Bank November 1984 - September 1987
Skills
Credit Risk, Business Transformation, Business Strategy, Change Management, Program Management, Customer Experience, Management Consulting, Business Process, Retail Banking
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance and Marketing
UCLA 1980 — 1983
BA, Economics
Five Mile Capital Partners June 2003 - Present
Chemical Bank 1984 - 1989
Education
The George Washington University - School of Business 1981 — 1983
Chemical Bank December 2013 - Present
Community Shores Bank May 2007 - December 2013
Fifth Third Bank September 2002 - May 2007
Skills
Loans, Real Estate Development, New Business Development, Commercial Real Estate, Commercial Lending, Sales Management, Commercial Banking, Refinance, Finance, Small Business Lending, Credit, Credit Analysis, Strategic Planning, Leadership, Banking, Mortgage Lending, Real Estate, FHA, Loan Origination, Portfolio Management
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Convent General, KYCH September 2013 - Present
JPMorgan Chase June 2001 - November 2007
Chase Manhattan Bank June 1996 - May 2001
Chemical Bank June 1991 - May 1996
Manufacturers Hanover Trust September 1980 - May 1991
Scottish Office Computer Service March 1973 - April 1980
Skills
SDLC, Vendor Management, Business Analysis, Disaster Recovery, IT Strategy, Risk Management, Requirements Analysis, Project Management, Enterprise Architecture, Program Management, Business Continuity, Software Project..., Visio, Analysis, ITIL, Process Improvement, Databases, IT Management, Integration, PMP, Software Development, Data Warehousing, Governance, MS Project, Business Process..., PMO, Cloud Computing, Software Documentation, Business Intelligence, Service Delivery, Business Process, Security, Project Portfolio..., Testing, Access, Information Technology, SQL, Systems Analysis, Oracle, Project Delivery, Quality Assurance
Education
Glasgow University 1970 — 1972
No Degree, Mathematics, Physics
Chemical Bank July 2007 - Present
ABN AMRO Bank N.V. 2002 - 2007
ABN AMRO Bank N.V. 1998 - 2002
Standard Federal Bank 1987 - 1998
AADCOMS January 1986 - May 1987
EDS February 1985 - April 1986
Skills
Strategic Technology..., Operational Leadership, Strategic IT Management, IP Security, Data Security, Innovation, Innovation Management, IT Transformation, Full project lifecycle..., Competitive Analysis, Compliance, International Project..., Disaster Recovery, Strategic Planning, IT Shared Services, Shared Services, Rapid Growth, Technology Ideation, Information Security..., Vendor Management, Mobility Strategy, Banking, Wireless Security, IT Strategy, IT Management, Mobile Banking, Technology Integration, Loan Portfolio Analysis, Business Intelligence, Business Analysis, Risk Management, Mergers & Acquisitions, Governance, Managing Rapid Growth, Remote Data, Change Management, Strategic Technology..., IS Architecture, Mortgage Banking, Management, SDLC, Outsourcing, IT Project Lifecycle, Consensus Building, Managing IT..., M&A analysis, Scalability, Mortgage Lending, Wireless Mobility, Information Security
Education
University of Michigan 1980 — 1984
Bachelor's Degree, Computer Science
Hugh Johnson Advisors, LLC February 2005 - Present
First Albany Asset Managment June 1991 - February 2005
Dollar Dry Dock Bank May 1986 - June 1991
Bernstein Macaulay Division of Shearson Lehman April 1983 - May 1986
Manufacturers Hanover Trust April 1981 - May 1983
Chemical Bank April 1978 - May 1981
White Weld & Co, Inc August 1976 - May 1978
Skills
Bonds, CRM, Equities, Fixed Income, Investments, Mutual Funds, New Business Development, Securities, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1978 — 1981
MBA, Finance
University of Pennsylvania 1972 — 1976
BA, Liberal Arts
Royal Bank of Canada October 2001 - Present
GE Capital 1999 - 2001
CIBC World Markets 1996 - 1999
Coopers & Lybrand LLP 1993 - 1996
Chemical Bank 1982 - 1993
Touche Ross & Co. 1978 - 1982
Education
The George Washington University Law School 1975 — 1978
University of Florida - Warrington College Of Business 1972 — 1975
BSBA, Accounting
American Express July 2000 - Present
Reader's Digest October 1999 - July 2000
AT&T June 1996 - June 1999
Chemical Bank November 1994 - June 1996
Bank of the Philippine Islands January 1991 - September 1994
Skills
Analytics, Credit Cards, Strategy, Segmentation, Database Marketing, Financial Services, Business Analysis, SDLC, Data Mining, Customer Acquisition, Relationship Management, Direct Marketing, Financial Risk, CRM, Analysis, Vendor Management, SAS, Risk Management, Credit Risk
Education
University of Santo Tomas 1985 — 1989
B.S., Mathematics Major in Computer Science
Manila Science High School 1981 — 1985
High School
AZ Import/Export LLC Director, Business Systems DevelopmentThe Topps Company1992 - February 2009
Chemical Bank 1973 - 1991
JPMorgan Chase 1972 - 1991
Education
New York University - Leonard N. Stern School of Business 1975 — 1980
MBA, Computer Science
University of Rochester 1968 — 1972
BA, Mathematics
Larry Bassani Consulting March 1996 - Present
Husk Jennings Advertising July 1993 - March 1996
Barnett Banks, Inc February 1992 - July 1993
Barnett Bank of the July 1989 - February 1992
Chemical Bank March 1982 - July 1989
Skills
Direct Marketing, SEO, Social Marketing, Interactive Marketing, Copywriting, Advertising, Search Advertising, Strategic Planning, SEM, Brand Development, Integrated Marketing, Marketing, Google Analytics, CRM, Marketing Strategy, Marketing Communications, Online Marketing, Social Media Marketing
Education
University of Maryland College Park 1973 — 1977
Bachelor of Arts (B.A.), English
RBS Global Banking & Markets November 1993 - Present
RBS Greenwich Capital November 1993 - 2008
Greenwich Capital Markets November 1993 - 2008
Chemical Bank November 1987 - November 1993
NYU School of Medicine September 1985 - November 1987
Skills
MBS, Capital Markets, Trading Systems, Bonds, ABS, Electronic Trading, Fixed Income, US Treasuries, Derivatives, Securities, Swaps, Prime Brokerage, Credit Derivatives, Structured Products, Middle Office, Interest Rate..., Bloomberg, Investment Banking, Options
Education
University of Scranton 1981 — 1985
Bachelor of Science (BS)
Transactiv Merchant Services 2006 - Present
ADP 1991 - 2007
ADP/SIS 1991 - 2001
Covenant Bank 1987 - 1991
Chemical Bank 1983 - 1987
Skills
Executive Coaching, Strategic Planning, New Business Development, Change Management, Team Building, Talent Management, Acquisition Integration, Business Strategy
Education
University of Pennsylvania - The Wharton School
Belk Stores Services June 2010 - Present
Advance Auto Parts March 2009 - June 2010
Belk Stores Services 1998 - February 2009
Naviant Consulting 1996 - 1998
RBS Greenwich Capital 1994 - 1996
Republic National Bank 1992 - 1994
Chemical Bank 1991 - 1992
Mercantile Stores 1989 - 1991
Desktop AI 1987 - 1989
Skills
Business Intelligence, Data Warehousing, Databases, Unix, SDLC, Business Analysis, DB2, Microstrategy, Requirements Analysis, Enterprise Architecture, Integration, Visio, SharePoint, SQL, Data Modeling, Data Warehouse..., ETL, Information Technology
Education
University of Connecticut 1982 — 1986
Deutsche Bank December 2003 - Present
JPMorgan Chase January 1998 - May 2003
Chemical Bank 1983 - 2003
Chase Bank 1983 - 2003
JPMorgan Chase December 1983 - January 1998
Skills
Loans, Banking, Credit, Commercial Banking, Investment Banking, Syndications, Asset Managment, Middle Office, Credit Risk, Fixed Income, Commercial Lending, Loan Origination, Risk Management, Investments, Due Diligence, Collateral Management
Education
The College of New Rochelle 1981 — 1983
The Prager-Bernstein Group 1991 - Present
New School University 1992 - 2005
Standard Security Life Insurance Company 1986 - 1990
Garan, Inc. 1984 - 1985
R.H. Macy & Co. 1982 - 1984
Chemical Bank 1980 - 1982
Skills
Career Counseling, Job Coaching, Executive Coaching, Career Development, Career Management, Resume Writing, Outplacement, Career Assessment, Coaching, Interview Preparation, Job Search, Human Resources, Employee Relations, MBTI, Adult Education, Job Search Strategies, Leadership Development, Management, Organizational..., Personnel Management, Talent Management, Training, Staff Development, Psychology, Program Development
Education
University of Louisville 1974 — 1975
M.A., Art Therapy
Harpur College, Binghamton University - B.A. 1972 — 1974
Psychology
Bronx High School of Science 1967 — 1970
Morgan Stanley November 2014 - Present
Morgan Stanley January 2010 - October 2014
JP Morgan 1995 - 2008
Chemical Bank 1992 - 1995
Chemical Bank 1991 - 1992
Chemical Bank 1989 - 1991
Chemical Bank 1986 - 1988
Time Inc. 1981 - 1986
Skills
Credit Risk, Investment Banking, Structured Finance, Credit, Leveraged Finance, Management, Capital Markets, Portfolio Management, Corporate Finance
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Accounting
University of Michigan
BGS, English Literature
PNC Financial Services / Hawthorn, PNC Family Wealth October 2009 - Present
PNC Financial Services Group March 2007 - October 2009
PNC Financial Services Group 1995 - 2000
Chemical Bank 1993 - 1995
Intel Corporation 1987 - 1993
Skills
Talent Acquisition, Human Resources, Management, Financial Services, Risk Management, Leadership, Temporary Placement, Financial Analysis, Finance, Portfolio Management, Banking, Recruiting, Personnel Management, Talent Management, Applicant Tracking..., Investments, Onboarding
Education
University of Delaware
BS, Business Admin
Mesirow Financial March 2015 - Present
Brownstone Investment Group December 2011 - May 2014
UBS Investment Bank March 2007 - 2011
Morgan Stanley & Co. 1983 - 2007
Chemical Bank 1982 - 1983
Hartford National Bank 1978 - 1981
Skills
Bonds, Series 7, Fixed Income, Capital Markets, Structured Products, Derivatives, FINRA, Investment Banking, Investments, Securities, Asset Management, Hedge Funds, Financial Risk, Series 63, Bloomberg, Trading, Risk Management, Management
Education
University of Pennsylvania - The Wharton School 1974 — 1978
BS, Finance
University of Pennsylvania - The Wharton School 1974 — 1978
BS Econ, Finance
Benefits4Alumni June 2012 - Present
Nassau Region PTA June 2010 - June 2013
Nassau Region PTA 2005 - 2008
Chemical Bank 1988 - 1990
Skills
Public Speaking, Business Development, Marketing Communications, Marketing Strategy, Public Relations, Program Development, Fundraising, Strategic Planning, Event Management, Community Outreach, Program Management, Marketing, Leadership Development, Event Planning, Management
Education
University of Pennsylvania - The Wharton School 1983 — 1987
Bachelor of Science in Economics, Management/Organization Behavior
Sachem HS 1979 — 1983
United States Steel and Carnegie Pension Fund November 1993 - Present
USSCPF November 1993 - December 2011
Neuberger Berman October 1986 - October 1993
Chemical Bank January 1974 - October 1986
Skills
Securities, Business Analysis, Analysis, Bloomberg, Intex, Process Improvement, Equities, Equity Research, Data Analysis, Financial Statement...
Education
Columia Business School 1969 — 1971
Master of Business Administration (MBA), Finance, General
University of Pennsylvania - The Wharton School 1963 — 1967
BS Economics, Finance
Chemical Bank December 2014 - Present
Huntington Bank/Trust Investments September 1997 - August 2014
Skills
Financial Planning, Estate Planning, Planned Giving, Investments, Wealth Management, Investment Strategies, Charitable Giving, Asset Allocation, Portfolio Management, Investment Management, Mutual Funds, Financial Analysis, Equities, Fixed Income, Alternative Investments, Bloomberg, Capital Markets, Asset Management, Bonds, Customer Service
Education
University of Michigan-Flint
Bachelor of Applied Science (BAS), Economics - Minor
AVR Realty Company, LLC 1988 - Present
Chemical Bank 1986 - 1988
Education
NYU Stern School of Business 1984 — 1986
MBA, Finance, General
University of Massachusetts, Amherst 1978 — 1982
Bachelor of Arts (B.A.), Economics
Chemical Bank September 2011 - Present
PNC July 1990 - September 2011
Wachovia Bank of GA April 1984 - June 1990
First of America Bank March 1979 - August 1982
Skills
Banking, Loans, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Portfolio Management, Small Business Lending, Retail Banking, Credit Risk
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Finance & Accounting
University of Michigan 1974 — 1978
BBA, Finance
IHS December 2014 - Present
JOC Group Inc. (acquired by IHS, December 2014) April 2013 - December 2014
UBM Global Trade 2009 - April 2013
Commonwealth Business Media September 2005 - December 2008
Chase Bank October 1999 - July 2002
Chemical Bank March 1988 - May 1993
American Stock Exchange July 1986 - March 1988
RKO General June 1985 - July 1986
Skills
Change Management, Workforce Planning, Onboarding, Training, Talent Acquisition, HRIS, Affirmative Action, International HR, Benefits Administration, Succession Planning, FMLA, Employee Relations, Organizational..., Multiple Sites, Leadership Development, Performance Management, Strategic Policy..., Human Resources, Salary, Personnel Management, Employee Engagement, Management, Employment Law, Career Development, Employee Handbooks, Talent Management, HR Policies, Recruiting, New Hire Orientations
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts (BA), Speech Communication
DISA Global Solutions, Inc. August 2014 - Present
Acacia Energy February 2014 - Present
Wine and Canvas South Bend August 2012 - April 2013
United Federal Credit Union 2008 - 2012
Chemical Bank 1997 - 2008
Pinnacle Bank / Peoples State bank 1995 - 1997
Skills
Banking, Credit, Mortgage Lending, Retail Banking, Credit Analysis, Process Improvement, Commercial Lending, Credit Unions, Customer Service, Team Building, Small Business Lending, Loans, Consumer Lending, Leadership Development, Employee Training, Coaching Staff, Project Planning, Cisco Call Manager, Call Center..., Workforce Management, Branch Management, Branch Operation, Sales Operations, Operations Management, Customer Conversion, Customer Retention, Sales Presentation..., Cost Reduction Solutions, New Business Development, Sales, Call Centers, Training, Management, Coaching, Budgets, Forecasting
Education
University of Phoenix 1993 — 1995
BSBAM, Business Administration and Management
Global-View.com April 1985 - Present
Ried, Thurnberg and Co. March 1989 - April 2008
ContiCurrency (Continental Grain Company) July 1975 - April 1985
Chemical Bank July 1972 - July 1975
Atlas Copco Stockholm Sweden June 1971 - September 1971
Skills
FX, Trading, Currency, Technical Analysis, Commodities, Financial Markets, Trading Systems, Hedging, Proprietary Trading, Traders, Options, Derivatives, FX trading, Electronic Trading, Risk Management, Economics, FX Options, Commodity, CFDs, Foreign Exchange, Trading Strategies, Equities, Capital Markets, MetaTrader, Hedge Funds, Global Macro
Education
University of California, Berkeley, Haas School of Business 1969 — 1971
MBA, International Finance/Marketing
University of California, Berkeley 1967 — 1969
AB, International Economics
Universite de Besancon 1966 — 1967
Diploma, Diplome de lanque francais
Senior Care Development, LLC Managing DirectorBNP Paribas1994 - 2007
Swiss Bank Corporation 1992 - 1994
Chemical Bank 1986 - 1992
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Finance
Tufts University 1982 — 1986
BS, Mechanical Engineering
J.P. Morgan Asset Management March 2015 - Present
BlackRock November 2012 - February 2014
BlackRock 2010 - 2012
BlackRock 2006 - 2010
BlackRock 1995 - 2006
PNC 1992 - 1995
Chemical Bank 1983 - 1992
Skills
Institutional Sales, Strategic & Tactical..., Change Management, Client Experience, Team Building, Money Market Funds, Portfolio Management, Marketing, Risk Management, Business Analysis, Budget Management, Product Development, Training, Fixed Income, Alternative Investments, Asset Management, Asset Managment, Budgets, Hedge Funds, Strategic Planning, Management, Capital Markets, Strategy, Finance, Investments, Mutual Funds, Financial Services
Education
University of Delaware
Bachelor's Degree, Economics and Political Science
Delfasco, LLC June 2014 - Present
Delfasco, LLC April 2011 - June 2014
Actors' Equity Association 1979 - November 2013
Personnel Express 1990 - 2009
Morrill Associates, Inc. August 1998 - September 2008
Triumph Communications, Inc. June 1991 - September 1996
Barneys New York February 1988 - December 1990
Mickey Mantle's Restaurant and Sports Bar September 1988 - February 1990
Chemical Bank May 1985 - January 1987
Skills
Leadership, Training, Performing Arts, Project Management, Quality Assurance, Copy Editing, Process Improvement, Business Development, Document Management, Customer Service, Research, Word Processing, Microsoft Word, Proofreading, Inventory Control, Microsoft Excel, Dialect Coaching, Theatre, Shakespeare, Stage Direction, Stage Make-up, Animal Welfare, Choral Conducting, Legal Writing, Legal Documents, Document Processing, Sales Management, Continuous Improvement
Education
Western Kentucky University 1981 — 1984
BFA, Performing Arts
The Boston Conservatory 1979 — 1981
not completed, Musical Theatre
Tusculum College 1988 — 1988
finished BFA, Music
Metroproof 1993 — 1993
Certificate, Proofreading, A+
Newton North High School 1976 — 1979
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.8
Integra Solutions June 2011 - Present
UBS 2006 - June 2011
Starwood Hotels & Resorts Worldwide, Inc. March 2005 - November 2006
JP Morgan 1990 - 1997
Chemical Bank 1983 - 1984
The Reserve Funds 1983 - 1984
Skills
SOA, Vendor Management, IT Strategy, Enterprise Software, Integration, Solution Architecture, Enterprise Architecture, SDLC, SaaS, Architectures, Product Management, Security
Education
University at Albany
BS, Mathematics
University at Albany
Masters Program, Computer Science
Wachovia Bank SVPWells Fargo Bank2010 - 2010
TD Securities February 1989 - February 2000
TD Securities 1989 - 2000
Chemical Bank 1987 - 1989
Education
The Johns Hopkins University
B.A.
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
M.A.
AllianceBernstein January 1995 - Present
Chemical Bank October 1991 - December 1995
Transamerica Leasing April 1991 - July 1991
GAF Chemicals December 1990 - January 1991
Interpublic Group November 1987 - July 1990
Lever Brothers September 1982 - October 1987
Skills
MS Project, Visio, SQL, Sybase, Databases, XP, XML, Visual Studio, Requirements Analysis, PowerPoint, Access, Unix, Microsoft Excel, Microsoft Word, Java, Linux
Education
The University of Chicago Booth School of Business 1979 — 1981
M.B.A.
The University of Chicago 1972 — 1976
B.A.
Darwin Capital LLC June 2003 - Present
Banc of America Securities January 2000 - June 2003
Bank of America July 1994 - January 2000
Credit Lyonnais January 1991 - June 1994
Chemical Bank 1986 - 1991
Education
University of Hartford 1978 — 1982
BS, Economics
Thunderbird School of Global Management
People's United Bank February 2009 - Present
People's United Bank June 2004 - Present
Fairfield County Bank March 2002 - June 2004
Connecticut Bank & Trust August 1984 - September 1989
Chemcal Bank February 1981 - August 1984
Chemical Bank 1982 - 1984
Skills
Commercial Banking, Portfolio Management, Real Estate Economics, Financial Analysis, Construction Loans, Real Estate, Commercial Real Estate, Investment Properties, Small Business Lending, Real Estate Financing, Commercial Lending, Loans, Asset Based Lending, Credit Analysis
Education
The University of Connecticut 1975 — 1979
Bachelor of Arts (B.A.), Economics/Finance
Brevan Howard July 2013 - Present
Ally Financial Inc. March 2011 - June 2013
Tempus Pax January 2009 - September 2009
Bear Stearns & Co April 1995 - March 2007
UBS Investment Bank August 1992 - April 1995
Chemical Bank November 1987 - July 1992
Hilliard Farber and Co. June 1983 - October 1987
Skills
Bloomberg, Capital Markets, Derivatives, Asset Management
Education
University of Delaware - Lerner College of Business and Economics 1979 — 1983
BS, Accounting
Tippett Moorhead Financial Partners May 2012 - Present
Mullin TBG 1997 - 2012
Bankers Trust 1994 - 1997
Chemical Bank 1988 - 1994
First Interstate Bank 1976 - 1987
Skills
Insurance, Business Development, Leadership, Financial Planning, New Business Development, Operations Management, Risk Managment Strategy, Retention Strategy, Retirement Strategy, Deferred Compensation..., Supplemental Disability..., Strategy, Management, Securities
Education
University of California, Los Angeles
Bachelor's degree and MBA
Treliant Risk Advisors January 2014 - Present
Treliant Risk Advisors September 2011 - Present
University of Richmond August 2010 - September 2011
BNP Paribas Fortis Americas 2009 - 2010
Fortis Americas 2005 - 2010
Royal Bank of Canada 1998 - 2005
RBS Capital Markets, Dominion Securities 1998 - 2005
JP Morgan Chase / Chemical Bank 1973 - 1998
Chemical Bank 1991 - 1993
Chemical Bank 1982 - 1991
Skills
Risk Management, Capital Markets, Banking, Mergers & Acquisitions, Investment Banking, Financial Modeling, Financial Analysis, Corporate Finance, Portfolio Management, Valuation, Derivatives, Management, Financial Services, Financial Risk, Financial Markets, Private Equity, Fixed Income, Investments
Education
University of Pennsylvania - The Wharton School 1971 — 1973
MBA, Finance
University of Richmond 1967 — 1971
BS/BA, International Economics
Chemical Bank February 2009 - Present
Southern Michigan Bank and Trust April 2006 - February 2009
Standard Federal Bank November 2002 - April 2006
First Union National Bank 1991 - 2002
Education
University of Michigan 1985 — 1989
BA, Economics
Bank of Tokyo-Mitsubishi UFJ July 2015 - Present
Royal Bank of Scotland May 2006 - June 2015
Bear Stearns August 2000 - February 2006
Chase Manhattan Corporation January 1994 - August 2000
Chemical Bank 1994 - 1996
Skills
High Yield, Leveraged Finance, Financial Structuring, Fixed Income, Private Equity, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Mergers, Investment Banking, Capital Markets, LBO, Mergers & Acquisitions, Hedge Funds, Structured Finance, Finance, Corporate Finance, Equities
Education
Trinity College-Hartford 1990 — 1994
BA, Economics
Royal Bank of Canada 2010 - Present
Diamond Lake Investment Group 2007 - 2008
Credit Suisse 2006 - 2007
Bear Stearns 1996 - 2006
Chemical Bank 1994 - 1996
Education
University of Louisiana at Lafayette 1985 — 1987
M.S., Computer Science
University of Mumbai 1981 — 1985
B.E., Mechanical Engineering
Low Income Investment Fund January 2009 - Present
Borrowdale Consulting LLC 2008 - 2009
Bank of America 2005 - 2007
Fleet National Bank 2002 - 2004
Citibank 2001 - 2002
European American Bank 1998 - 2001
The Chase Manhattan Bank 1994 - 1998
Chemical Bank 1992 - 1994
Manufacturers Hanover Trust 1985 - 1992
Skills
Real Estate, Loans, Management, Credit, Portfolio Management, Affordable Housing, Real Estate Economics, Underwriting, Credit Analysis, Valuation, Real Estate Development, Asset Management, Asset Managment, Community Development, Risk Management, Strategy, Commercial Mortgages, Investments, Due Diligence, LIHTC, Financial Analysis, Real Estate Financing, Mortgage Lending, Commercial Real Estate, Tax Credits, Disposition, Finance, Banking, Investment Properties, Capital Markets, Structured Finance, Loan Origination, Credit Risk
Education
Syracuse University - Maxwell School
MPA
University of Michigan
BA
American Stock Transfer & Trust Company, LLC April 2015 - Present
Morgan Stanley Smith Barney July 2010 - Present
KBS Resources Inc August 2004 - July 2010
BNYMellon 2005 - 2010
JPMorganChase 2001 - 2003
Kemper Insurance 1999 - 2000
Chemical Bank 1980 - 1995
Education
U.M.I.S.T.
Bachelor of Science (B.Sc.), Chemistry
BDO USA, LLP January 2015 - Present
Kite & Keys Vacation Rentals, LLC March 2011 - Present
Chemical Bank April 2009 - July 2010
NovaCare September 1997 - March 2000
NovaCare October 1996 - September 1997
Deloitte & Touche, LLP September 1994 - October 1996
Education
Univeristy of Houston - Clear Lake 2013 — 2015
Master of Science (MS)
University of Pennsylvania 1990 — 1994
BS
undisclosed June 1993 - Present
Municipal Finance industry June 1993 - Present
Chemical Bank 1979 - 1993
Education
The College of New Rochelle 1971 — 1975
BA, Mathematics
Deutsche Asset Management January 2006 - June 2009
JP. Morgan Chase 1995 - September 2001
Chemical Bank 1987 - 1994
Manufacturers Hanover Trust 1984 - 1986
Manufacturers Hanover Trust 1977 - 1983
Manufacturers Hanover Trust 1974 - 1976
Education
Sorbonne University
German Language and Literature
NYC Department of Education June 1990 - Present
Chemical Bank November 1982 - July 1990
Education
Tuoro 2004 — 2006
Master of Science (MS), Instructional Technology
Thomas Jefferson School of Law 1979 — 1982
Doctor of Law (JD), Law
Nathaniel Hawthorne College 1977 — 1979
Bachelor of Arts (BA), History
Vermont Vernacular Designs 2011 - Present
Scotia Capital 1997 - 2009
Chase Manhattan Bank NA 1987 - 1997
Chemical Bank 1983 - 1987
Skills
Capital Markets, Hedge Funds, Trading, Fixed Income, Financial Markets, Derivatives, Alternative Investments, Financial Structuring, Securities, Asset Management, Options, Commodity, Investment Banking, Equities, Foreign Exchange, Management
Education
University of Pennsylvania
BA, MA, History - Architectural Preservation
Meridian Property Services, Inc. October 2003 - Present
Fleet Bank December 1998 - June 2003
PNC Bank December 1995 - December 1998
Midlantic Bank August 1993 - December 1995
Chemical Bank March 1990 - August 1993
Fidelity Bank November 1985 - March 1990
US Navy May 1980 - October 1985
Education
The George Washington University 1980 — 1982
MBA, Finance
University of Rochester 1976 — 1980
BA, Mathematics
Bronx Lebanon Hospital Center March 1980 - January 2005
Chemical Bank 1968 - April 1972
Dept. of Social Services, Intake Unit 1965 - 1968
Skills
Mental Health, Crisis Intervention, Adolescents, Treatment, Group Therapy, Counseling Psychology, Microsoft Office, Microsoft Excel, Public Speaking, Social Services, Human Resources, Policy, Nonprofits, Program Development, Community Outreach, Case Management, Mental Health Counseling, Family Therapy, Career Counseling, Psychotherapy, Psychology, Behavioral Health
Education
College of New Rochelle 2008 — 2012
Master of Science (M.S.), Psychology
College of New Rochelle 2003 — 2007
Bachelor of Arts (B.A.), Psychology
College of New Rochelle New Rochelle, NY
Master of Science (MS), Psychology
KLNB February 1990 - Present
Chemical Bank 1986 - 1989
Education
University of Colorado at Boulder
Bachelor of Science (BS), Finance, General
Peck & Company September 1996 - Present
Lowcountry Orphan Relief October 2011 - March 2013
Jr. league of Stamford Norwalk May 1982 - May 1990
Chemical Bank September 1973 - December 1979
Skills
Organizational..., Strategic Planning, Fundraising, Leadership, Nonprofits
Education
University of Florida
BA, History, Education
Pinehurst Portfolio Group LLC 2009 - Present
JRC Trading Partners LLC 2009 - 2010
Token Mortgage Corporation 1996 - 2009
Chemical Bank 1985 - 1995
Skills
Funding, Asset Based Lending, Commercial Finance, Private Equity, Structured Finance, Due Diligence, Credit Risk, Underwriting, Strategic Planning, Community Outreach, Commercial Lending, Mortgage Lending, Corporate Finance, Credit Analysis
Education
UCLA Anderson School of Management
MBA, Finance and Marketing
Syracuse University - Martin J. Whitman School of Management
B.S., Finance
Montgomery Investment Management, Inc. December 2003 - Present
Highfields Capital April 1999 - March 2000
Bankers Trust Company April 1991 - February 1998
Merrill Lynch July 1990 - March 1991
Chemical Bank January 1988 - June 1990
Devon Systems International June 1987 - December 1987
Skills
Equities, Financial Analysis, Team Building, Data Analysis, Entrepreneurship, Analytics, Financial Services, Start-ups, Finance, Strategic Partnerships
Education
Wharton School, University of Pennsylvania 1983 — 1987
BS, Finance/Economics
Sun West Mortgage Company July 2012 - October 2013
Prudential California Realty October 2002 - June 2012
Newport Pacific Funding 1992 - 1994
Chemical Bank 1989 - 1992
Citicorp Mortgage 1985 - 1989
Education
The George Washington University
Bachelor of Business Administration
Fesarius Capital LLC November 2009 - Present
PROGRESS APAMA July 2007 - November 2009
STATE STREET CORPORATION March 2006 - June 2007
MANAGEMENT INFORMATION TECHNOLOGY, INC. March 2003 - March 2006
JPMorgan Chase 2001 - 2003
The Chase Manhattan Bank 1996 - 2001
Chemical Bank 1993 - 1996
PROVIDENT INSTITUTIONAL MANAGEMENT CORPORATION February 1992 - June 1993
SALOMON, INC November 1991 - February 1992
Skills
Low Latency, Exchange Connectivity, Interest Rate..., Electronic Trading, C++, Market Data, Fixed Income, Trading, Program Trading, Proprietary Trading, Market Making, Statistical Arbitrage, ISDA, Straight Through..., Shell Scripting, FIX, Market Risk, FX Options, Quantitative Finance, Derivatives, Options, FX trading, Rates, Financial Markets, Portfolio Management, Unix, Equities, Back Office, Middle Office, Hedge Funds, Risk Management, Capital Markets, Commodity, Bloomberg, Foreign Exchange, Investment Banking, Trading Systems, Business Analysis, Equity Derivatives, SQL, SDLC, Financial Services, Java
Education
The University of Memphis
BS, ELECTRICAL ENGINEERING
Common Ground High School 2008 - 2013
Common Ground High School September 2001 - June 2009
Koenig Art Emporium August 1988 - August 2001
Chemical Bank September 1983 - July 1988
Allied Stores August 1981 - August 1983
Blythedale School September 1976 - June 1981
Education
The University of Texas at Austin 1974 — 1975
Master of Education (M.Ed.), Special Education
Boston University 1968 — 1972
Bachelor of Arts (B.A.), History and Social Studies