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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1,633 Chemical Bank employees in database. Find out everything there's to know about Chemical Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Chemical Bank Employees
Chemical Bank June 2015 - Present
Mercantile Bank of Michigan October 2014 - June 2015
BKC Insurance May 2013 - August 2013
McDonald's Corporation February 2008 - August 2013
Skills
Leadership, Management, Customer Service, Communication, Microsoft Excel, Time Management, Microsoft Word, Teamwork, Microsoft Office, Hospitality, PowerPoint, Public Speaking, Team Building, Outlook, Critical Thinking, Team Leadership
Education
Central Michigan University 2012 — 2015
BSBA, Management, 3.14
Central Michigan University 2012 — 2015
finance, General Studies, 3.14
North Central Michigan College petoskey MI 2010 — 2012
Associate's degree, Prerequisites
Avis Budget Group February 2008 - September 2012
American Stock Transfer & Trust Company, LLC December 1991 - August 2006
Chemical Bank February 1987 - December 1991
Skills
Operations Management
Education
City University of New York-Brooklyn College 1983 — 1985
Business Administration and Management, General, 2.75
South Shore High School 1979 — 1983
High School, Gen'l Academic, dual major in history and music., 3.25
Dow Corning December 2008 - Present
Chemical Bank October 2002 - August 2005
Skills
Highly detail oriented, Prioritizing, Delivering results, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Adobe Acrobat, Live Meeting, Internet Explorer, Access, Travel Planning, SAP, PDM
Education
Central Michigan University 2001 — 2001
Olivet Nazarene University 1999 — 2000
Chemical Bank August 2014 - Present
Chemical Bank September 2013 - August 2014
Chemical Bank January 2013 - September 2013
Lasting Impressions LLC January 2006 - January 2013
Skills
Banking, Data Entry, Retail Banking, Customer Service, Technical Support, Conflict Resolution, Accurate Data Entry, Research, Scholarly Research, Microsoft Office, Microsoft Word, Word Processing, Mac OS, Android, iOS, Windows, Computer Hardware, Computer Repair, Networking
Education
Central Michigan University
Bachelor of Arts (B.A.), English
MRM//McCann August 2012 - Present
MRM//McCann June 2012 - August 2012
CM-Life August 2011 - May 2012
Chemical Bank May 2009 - August 2011
Skills
Advertising, Web Design, Online Advertising, InDesign, Photoshop, PowerPoint, Marketing, Word, Direct Marketing, Project Management, Illustrator, Psychology, Visio, Art, Community Outreach, Promoting, Internal Communications, Organizing, Planning, Team Motivator, Communications Planning, User Experience, Social Media, Troubleshooting
Education
Central Michigan University 2007 — 2012
Bachelor of Science (B.S.), Psychology
Central Michigan University 2007 — 2012
Bachelors of Science, Psychology
American Cancer Society October 2007 - October 2014
Troutman Sanders LLP September 2004 - December 2006
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 1997 - June 2004
Chase Manhattan Bank November 1994 - September 1997
Chemical Bank July 1989 - November 1994
Skills
Management, Microsoft Excel, Microsoft Word, Training, Microsoft Office, Research, PowerPoint, Sales, Leadership, Photoshop, Type 75 WPM, Lotus Notes, Notary Public, Excellent Interpersonal..., Superior Organization, Legal Writing
Education
Georgia State University 2012 — 2014
Bachelor's Degree, Criminology
City University of New York-John Jay College of Criminal Justice
Chemical Bank October 2011 - Present
Skills
Social Media Marketing, Email Marketing, Digital Marketing, Interactive Marketing, SharePoint, Graphic Design, Web Design, Banking, Social Media, Project Management, Event Planning, Mobile Marketing, Marketing Communications, Marketing, Strategy, Sales, Customer Service
Education
Central Michigan University 2002 — 2006
Bachelor of Science (BS), Communications and Advertising
Jameson Capital May 1994 - Present
Intercap Investments January 1990 - April 1994
The Guardian Life Insurance Company of America January 1987 - December 1989
Chemical Bank September 1983 - December 1986
City of Jersey City - Planning Department June 1976 - December 1981
Skills
Portfolio Management, Real Estate, Restructuring, Asset Managment, Investments, Investment Properties, Asset Management, Cash Flow, Commercial Real Estate, Equities, Real Estate Development, Financial Structuring, Private Equity, Investment Banking, Real Estate Economics, Real Estate Transactions, Loans, Management, Capital Markets, CMBS, Investors, Funding, Property, Residential Homes, Due Diligence, Valuation, Disposition, Real Estate Financing, Acquisitions, Mergers & Acquisitions, Financial Modeling, Joint Ventures, Analysis, Leases, Venture Capital, Finance, Start-ups, Hedge Funds, Real Estate Private..., Corporate Real Estate, Structured Finance, Financial Analysis, Property Management, Negotiation, Banking, Contract Negotiation
Education
Columbia University - Columbia Business School 1982 — 1983
MBA, Finance - Capital Markets
Rutgers University-New Brunswick 1974 — 1976
MCRP, City & Regional Planning
Chemical Bank October 2014 - Present
Fulton Schools August 2012 - June 2014
Professional Education Services Group(PESG) April 2012 - June 2012
RFOC August 2010 - December 2011
Splash Universe April 2007 - December 2011
Skills
Teamwork, Teaching, Flexible Approach, Organization Skills, Microsoft Office, Coaching, Classroom Instruction, Public Speaking, Time Management, Social Media, Customer Service, First Aid, Interpersonal..., Classroom
Education
Central Michigan University 2008 — 2012
Bachelor of Science, Secondary Education
Tecumseh High School 2002 — 2006
Diploma
PSG Realty, Inc. January 2013 - Present
Brang Construction Incorporated August 1994 - Present
J.P. Morgan July 1982 - October 1990
Chemical Bank June 1980 - September 1981
Skills
Payroll, Accounts Receivable, Accounts Payable, Sales, Budgets, Real Estate, Microsoft Excel, Microsoft Office
Education
Florida Atlantic University 1996 — 2002
Bachelor of Business Administration (BBA), Computer and Information Systems
Palm Beach Community College 1993 — 1996
Associate of Arts (AA), Computer Science
Columbia University in the City of New York 1986 — 1986
DBase+ Courses
City University of New York-College of Staten Island 1983 — 1984
Chemical Bank October 2012 - Present
Biewer Lumber November 2007 - October 2012
Skills
Strategic Human..., Employee Relations, FMLA, Human Resources, Onboarding, Employee Handbooks, New Hire Orientations, Job Descriptions, Workforce Planning, Labor Relations, Talent Management, Compensation & Benefit, HR Policies, Succession Planning, Strategic HR, Performance Management
Education
Central Michigan University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Dept. of Homeland Security-Federal Protective Service March 1991 - Present
Ensign Federal Savings Bank 1988 - 1991
American Red Cross 1988 - 1989
Chemical Bank 1986 - 1988
Skills
Enforcement, Police, Criminal Justice, Firearms, Emergency Management, Public Speaking, Patrol, Customer Service, PowerPoint, Research, Public Safety, Investigation, Physical Security, Security, Counterterrorism, Crime Prevention, Government, Homeland Security, Teaching, Driving License, Defensive Driving, Spanish, Romanian, French, English, Field Training Officer, SWAT, Police Training, Field Training, Taser, Active Shooter, Certified Firearms...
Education
Clinton Community College
A.A. Humanities & Social Science, Humanities & Social Science
FLETC-Federal Law Enforcement Training Center 2002 — 2002
Continuing Legal Education Training Program
FLETC-Federal Law Enforcement Training Center 1997 — 1997
Police Investigator Training Program
State of New York - Municipal Police Training Council 1997 — 1997
Evidence Collection in Sexual Assault
FLETC-Federal Law Enforcement Training Center 1994 — 1994
FPS Professional Development Training Program
John Jay College of Criminal Justice 1985 — 1992
FLETC-Federal Law Enforcement Training Center 1991 — 1991
Police Officer, Police Training Program 8PT-108
The City of New York Police Department 1987 — 1987
Auxiliary Police Officer Primary Training Course
Norman Thomas HS 1984 — 1987
High School Diploma
SUNY Plattsburgh
European History
RBC Capital Markets August 2011 - Present
Barclays Capital October 2008 - April 2011
Lehman Brothers 1996 - 2008
Chemical Bank 1987 - 1996
Manufactures Hanover Trust 1987 - 1991
Manufactures Hanover Trust 1987 - 1991
Skills
Private Equity, Capital Markets, Investment Banking, Leveraged Finance, LBO, Portfolio Management, Equities, Investments, Equity Capital Markets, Finance, High Yield, Syndications, Securities, Loan Origination, Deal Execution
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
Rutgers University-New Brunswick 1983 — 1987
BA, Economics
JPMorgan Chase 2013 - Present
JPMorgan Chase 2010 - 2013
JPMorgan Chase 2007 - 2010
JPMorgan Chase 2005 - 2007
JPMorgan Chase 2001 - 2004
JPMorgan Chase 1996 - 2001
Chemical Bank 1995 - 1996
National Westminster Bank 1993 - 1995
Grumman Aerospace 1986 - 1990
Skills
Financial Risk, Credit, Analytics, Credit Cards, Portfolio Management, Management, Banking, Loans, Financial Modeling, Financial Services, SAS, Underwriting, Risk Management, Credit Risk, Financial Analysis, Forecasting, Consumer Lending, Loss Forecasting, Cards, Risk, Risk Analytics, Statistics, P&L Management, SQL, Microsoft Excel, PowerPoint, Microsoft Word, Decision Trees, Data Profiling, Data Analysis, Data Audit, Marketing Analytics, Segmentation, Customer Segmentation..., Statistical Data..., Statistical Modeling, Testing, Test Design, Profit Maximization, Revenue Analysis, Portfolio Performance..., Analysis, Strategy, Business Analysis, Marketing
Education
Hofstra University 1991 — 1993
MBA, Finance
Polytechnic University 1986 — 1990
MS, Computer Science
Polytechnic University 1982 — 1986
BS, Computer Science
Columbia University in the City of New York
Sony Corporation of America January 2002 - August 2010
Sony Music Entertainment September 1993 - December 2001
Chemical Bank January 1992 - August 1993
Skills
Active Directory, Windows Server, VMware, SCCM, SMS 2003, Disaster Recovery, Virtualization, Data Center, Network Design, System Administration, Citrix, Servers, Troubleshooting, Windows 7, Operating Systems, Windows XP, TCP/IP, Technical Support, Cisco Technologies
Education
Brooklyn College 1985 — 1991
BS, Computer Science
Bank Hapoalim May 2014 - Present
North Mill Capital LLC February 2013 - May 2014
Sterling National Bank April 2002 - February 2013
Fleet Bank (successor to Summit Bank, United Jersey Bank, Gbraltar Corp of America) 1988 - 2002
Security Pacific Business Credit 1984 - 1988
Chemical Bank 1980 - 1984
Skills
Asset Based Lending, Factoring, Banking, Finance, Commercial Finance, Working Capital..., Letters of Credit, Business Development, Commercial Lending, Credit, Loans, Credit Analysis, Small Business Lending, Portfolio Management, Commercial Banking, Corporate Finance, Mergers & Acquisitions, Due Diligence, Restructuring, Middle Market, Leveraged Finance, Cash Management, Financial Risk, Funding, Financial Structuring, Credit Risk, Trade Finance, Treasury Management, Financial Services, Loan Origination, Relationship Management, Executive Management, Structured Finance, Lines Of Credit, Underwriting, Risk Management, Financial Institutions, Syndications, Cash Flow, Private Equity, Financial Modeling, Commercial Mortgages, Mortgage Lending, Cash Flow Lending, Capital Markets, Financial Analysis
Education
City University of New York-Brooklyn College 1976 — 1980
BS, Accounting
MVCSD May 2011 - Present
Smith Barney 1995 - August 2008
Broadcast Music Inc. 1993 - 1995
Chemical Bank 1985 - 1993
American Broadcasting Company January 1981 - 1985
Skills
Leadership, Web Development, Analysis, Business Analysis, Microsoft SQL Server, New Business Development, DB2, Budgets, SDLC
Education
City University of New York
Management Information Systems
New York School of Computer Technology
Programming & Systems Analysis
New York University
Film Production
SetFocus
MS SQL Server 2008 Masters Program
Capital One September 2015 - Present
Citi February 2013 - September 2015
Citigroup November 2005 - February 2013
jpmorgan chase February 2003 - October 2005
JPMorgan Chase September 1999 - February 2003
Chase Manhattan Bank April 1999 - September 1999
Chase Manhattan Bank September 1997 - April 1999
Chase Manhattan Bank July 1996 - September 1997
Chemical Bank July 1994 - July 1996
Skills
Payments, Product Management, Cash Management, Product Development, Bill Payment, E-commerce, Financial Services, Payment Systems, Banking, Electronic Payments, Credit Cards, Mobile Payments, Treasury Management, Debit Cards, Payment Card Processing, Internet Banking, Relationship Management, Leadership, Management, Transaction Processing, Competitive Analysis, Strategic Partnerships, Commercial Banking, Enterprise Software, Cross-functional Team..., Business Process, Executive Management, Strategy, P&L Management, Cards, Financial Risk, Risk Management, Segmentation, Mergers
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Lehigh University 1990 — 1994
BS, Chemistry
Burlington Stores, Inc. June 2011 - Present
McKinsey & Company May 1998 - May 2011
Commerce Enablement Services 1997 - May 1998
Maverick Foods 1995 - 1997
Chemical Bank 1988 - 1994
Time Inc. 1987 - 1988
Skills
Direct Marketing, Analytics, Digital Marketing, E-commerce, Email Marketing, Marketing Strategy, Online Marketing, Business Strategy, CRM, Marketing, Customer Insight, Segmentation, Lead Generation, Leadership, Retail, Strategy, Online Advertising, Brand Development, Database Marketing, Market Planning, Mobile Marketing, Team Building, Management, Integrated Marketing, Digital Strategy, Market Research, Strategic Planning, Social Media, Business Development, Multi-channel Marketing, Sales, Customer Acquisition, Loyalty Marketing, Marketing Research, Product Management, Loyalty Programs, Mobile Commerce, Brand Management, B2B Marketing, Global Marketing, Catalog Marketing, Strategic Partnerships, P&L Management, Interactive Marketing, Start-ups, Advertising
Education
Columbia University 1986 — 1988
MBA
Columbia University - Columbia Business School 1986 — 1988
MBA
Vassar College 1982 — 1986
BA
Hastings High School 1978 — 1982
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
RH Consulting Services LLC 2014 - Present
Toys R Us 2009 - 2014
Toys R Us 2006 - 2009
Toys R Us 2003 - 2006
Toys R Us 2002 - 2003
Toys R Us 2000 - 2002
Bank of America 1997 - 1999
Union Bank of Switzerland 1995 - 1996
Union Bank of Switzerland 1993 - 1995
Chemical Bank 1992 - 1993
Skills
Merchandising, Retail, Store Management, Visual Merchandising, Inventory Management, Forecasting, Inventory Control, Income Statement, Leadership, P&L Management, Profit, Store Operations, Sales, Merchandise Planning, Pricing, Multi-channel Retail, P&L, Assortment, Purchasing, Product Development, Trend Analysis, Apparel, Retail Sales, Private Label, Loss Prevention, CPFR, Sourcing, Planograms, Supply Chain, Cross-functional Team..., Driving Results, Hiring, Multi-unit, Sales Management, Operations Management, Sales Operations, Budgets, Competitive Analysis, Business Strategy, Negotiation, Management, Global Sourcing, Business Process..., Strategic Planning, Team Leadership, Big Box, Customer Satisfaction, Team Building, Shrinkage, Wholesale
Education
Columbia University - Columbia Business School 1999 — 2000
MBA, Finance
National Taiwan Normal University 1996 — 1997
Intensive Mandarin Study
Columbia University in the City of New York 1988 — 1992
Bachelor's degree, Economics
University of Cambridge 1991 — 1991
Economics and Politics
Fiat Chrysler Automobiles (FCA) September 2015 - Present
Deloitte July 2013 - August 2015
Maner Costerisan Certified Public Accountants January 2012 - April 2012
Central Michigan University January 2009 - December 2011
NovaFantasySports January 2010 - August 2010
Chemical Bank May 2008 - August 2008
Owosso Recreational League May 2007 - July 2007
Skills
Accounting, Marketing Research, Financial Accounting, Banking, Microsoft Office, Tax Preparation
Education
Central Michigan University 2006 — 2012
Bachelor of Science, Business Administration; Marketing/Accounting
Houlihan Lawrence November 2007 - Present
Sotheby's International Realty, formerly Julia B. Fee September 1998 - November 2007
Chemical Bank January 1980 - November 1985
Skills
Sales Management, Small Business, Marketing Strategy
Education
Vassar College 1974 — 1978
Bachelor of Arts (BA), Economics
Columbia University - Columbia Business School
New York Life Foundation at New York Life Insurance Company May 2015 - Present
Brooklyn Community Foundation January 2012 - November 2014
Downtown Brooklyn Partnership (formerly Downtown Brooklyn Council) July 2003 - January 2012
Brooklyn Borough President's Office January 2002 - July 2003
Brooklyn Borough President's Office January 1997 - December 2001
Chemical Bank April 1991 - April 1996
Skills
Nonprofits, Community Development, Strategic Planning, Policy, Community Outreach, Program Development, Public Speaking, Leadership, Management, Economic Development
Education
Columbia University - School of International and Public Affairs 1987 — 1989
MPA, Urban Economic Development
Columbia College (NY) 1982 — 1986
BA, Political Science
MEGTEC Systems, Inc. 2008 - Present
Hamilton Robinson Capital Partners 1990 - Present
Dexter Magnetic Technologies 2001 - 2007
AGCO Corporation 1990 - 1995
Goldome Strategic Investments 1986 - 1988
Chemical Bank 1978 - 1986
Education
Claremont McKenna College 1973 — 1977
BS, Economics
Franklin College
DNB First 2015 - Present
Catinat Communications 2013 - 2014
PHH Corporation 2010 - 2013
Catinat Communications 2008 - 2009
VinaCapital 2007 - 2007
Clayton 2006 - 2007
Radian 1999 - 2006
Amerin 1994 - 1999
Chemical Bank 1988 - 1994
Manufacturers Hanover Trust 1988 - 1988
Skills
Corporate Communications, Marketing Communications, Strategy, Public Relations, Marketing, Media Relations, Leadership, Financial Communications, Crisis Communications, Digital Media, Strategic Communications, Social Media, Advertising, Brand Strategy, International Relations, Emerging Markets, Start-ups, IPO, Mergers & Acquisitions, Internal Communications
Education
New York University - Leonard N. Stern School of Business 1989 — 1993
MBA, Marketing and International Business
Columbia University in the City of New York 1981 — 1985
BA, Political Science
Coldwell Banker Platinum Partners-St Simons Island April 2005 - Present
New York City Police Department July 1981 - March 1994
Chemical Bank September 1969 - July 1981
Skills
Condos, Relocation, Real Estate, Residential Homes, Short Sales, Seniors, Sellers, Vacation Homes, Luxury, Investment Properties, Investors, Buyer Representation, First Time Home Buyers, REO, Negotiation, FHA, Foreclosures, Listings, Referrals, New Home Sales, Real Estate Transactions, ABR, Single Family Homes
Education
City University of New York-John Jay College of Criminal Justice 1985 — 1987
Police Science
New York University 1973 — 1977
Business
George Washington High School 1966 — 1969
St Elizabeth's Class 0f '66 1958 — 1966
-- June 2008 - Present
Chemical Bank 1980 - 1987
Skills
Military Families, Editing, Journalism, Blogging, Storytelling, Copy Editing, Editorial, Social Media, Newspaper, Public Speaking, Online Journalism, Research, News Writing, Web Content, New Media, Media Relations, Final Cut Pro, Film, Documentaries, Radio, Digital Media, Video Production, Press Releases, Multimedia, Art, Video Editing, Theatre, Photography, Feature Articles, Creative Writing, Video, Television, Content Strategy, Public Relations, Social Networking, Publishing, Digital Photography, Newsletters, Magazines, Investigative Reporting, Interviews, Freelance Writing, Speech Writing, Social Media Marketing, Entertainment, Broadcast Journalism, Directing, Video Journalism, Books, Copywriting
Education
Columbia University - Graduate School of Journalism 2004 — 2008
B.S.
New York University - Leonard N. Stern School of Business 1985 — 1991
M.B.A., Finance
Williams College 1976 — 1980
B.A., Political Science
Curex Group Holdings, LLC December 2010 - Present
Janus Enterprise International LLC 2009 - February 2011
Integro Insurance Brokers April 2007 - September 2008
HSBC February 2001 - April 2007
JPMorgan Chase May 1998 - February 2001
Summit Capital Advisors LLC June 1995 - May 1998
Chemical Bank June 1994 - July 1995
Bankers Trust June 1988 - June 1994
Shearson Lehman Hutton December 1982 - June 1988
KPMG 1978 - 1982
Skills
Financial Services, Accounting, Valuation, Finance, Investments, Due Diligence, Mergers & Acquisitions, Fixed Income, Corporate Finance, Real Estate, Financial Analysis, Banking, Hedge Funds, Treasury, Financial Modeling, Strategy, Internal Controls, Portfolio Management, Mergers, Start-ups, Equities, Private Equity
Education
New York University - Leonard N. Stern School of Business 1982 — 1987
MBA
College of the Holy Cross 1974 — 1978
AB
St Peter's Prep 1970 — 1974
Monkeetech LLC January 2012 - Present
Quality Door & Hardware, Inc. January 2011 - Present
Carnesi & Associates April 1984 - June 2004
Chemical Bank September 1975 - April 1984
Skills
International Project..., Operational Risk..., Marketing Strategy, Contract Negotiation, Government Contracting, Proposal Writing, Strategic Planning, Legal Compliance, International Trade, Joint Ventures, Contract Management, New Business Development, Sales Management, Business Strategy, Business Development, Management, Leadership, Key Account Management, Project Management, Management Consulting, Entrepreneurship, Start-ups, Strategy, Operations Management, Risk Management, International Business, Forecasting, Negotiation, Purchasing, Sales, Business Planning, Competitive Analysis, International Sales, Project Planning, Pricing, Procurement, B2B, Executive Management, Cross-functional Team..., Account Management, Market Analysis, Product Marketing, Marketing Management, P&L Management, Direct Sales, Sales Operations, Product Development, Market Research, Strategic Partnerships, Sales Process
Education
New York Law School 1978 — 1982
Juris Doctor, International Banking
Harvard Law School 1981 — 1981
Certificate Program, International Finance
Brooklyn College 1971 — 1975
Bachelor of Arts (B.A.), English Language and Literature, General
Koliver Merchant Bank April 1998 - Present
ABN AMRO Bank 1996 - 1997
Smith Barney 1995 - 1996
Credit Suisse 1993 - 1995
Chemical Bank 1993 - 1993
Brasilpar 1990 - 1991
Dana Holding Corporation 1982 - 1990
Skills
Mergers, Business Acquisition, Assessoria Financeira, International Capital..., Private Equity, Investment Banking, Equities, Asset Management, Transaction, Corporate Finance, Capital Markets, Venture Capital, Valuation, Financial Modeling, Joint Ventures, Due Diligence, Debt, Structuring, Investments, Business Strategy, Capital, Portfolio Management, Financial Analysis, Emerging Markets, Business Valuation, Banking, Capital Structure, Origination, Cross-border..., Brazil, Asset Managment, Financial Structuring
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, International Capital Markets
Ibmec 1990 — 1991
Master of Business Administration (MBA), Finance
Universidade Federal do Rio Grande do Sul 1987 — 1989
MBA, Marketing
Universidade Federal do Rio Grande do Sul 1980 — 1985
BS, Mechanical Engineering
Colégio Anchieta 1969 — 1979
High School
Klimley Communications January 1985 - Present
IMPACT Business Writing May 2013 - December 2014
Brookdale Community College August 2012 - December 2014
Elsie Y. Cross Associates April 2008 - September 2011
Product Development & Management Assn. (PDMA) January 2001 - July 2011
Chemical Bank 1980 - 1982
Adams & Rinehart 1979 - 1980
Citibank 1974 - 1979
NBC Radio-NYC 1973 - 1974
Newsweek 1969 - 1973
Skills
Publishing, Editing, Editorial, Corporate Communications, Publications, Media Relations, Newsletters, Journalism, Feature Articles, Writing, Public Relations, Copywriting, Integrated Marketing, Public Speaking, Print-to-Web, Project Management, Blogging, Speech Writing, Research, Brochures, Content Development, Content Management, Content Strategy, Press Releases
Education
Vassar College
B.A., English, Cum laude
Fulbright Scholarship
Fulbright Fellowship, Legends of Florence
Columbia University - Graduate School of Journalism
Master's Degree, Journalism
Spearpoint Strategy Advisors, LLC January 1994 - Present
Myers University 2006 - 2007
Hiram College 2000 - 2004
The Washington Campus 1994 - 2000
Washington University in St. Louis - Olin School of Business 1991 - 1994
UBS Securities, Inc. 1984 - 1991
Chemical Bank 1980 - 1983
Dartmouth College 1975 - 1979
Skills
Entrepreneurship, Strategy, Leadership, Strategic Planning, Mergers & Acquisitions, Non-profits, Nonprofits, Management, Coaching, Business Planning, Restructuring, Higher Education, Research, Public Speaking, Corporate Finance, Small Business, Executive Management, Grant Writing, Interim Leadership
Education
Harvard University Graduate School of Education 2000 — 2000
New Presidents' Seminar
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
Yale University 1970 — 1976
Ph.D., French Literature
Tufts University 1965 — 1969
BA, French Literature
Matignon High 1961 — 1965
Sunnyside Chevrolet November 2013 - Present
Ganley Westside Imports April 2012 - June 2013
D&B - Dun & Bradstreet November 2010 - December 2011
TransUnion January 1996 - July 2009
Chemical Bank 1994 - 1996
Fourth Financial 1991 - 1993
Ameritrust 1985 - 1990
Leaseway Transportation 1984 - 1985
Skills
Consultative Selling, Account Management, Solution Selling, Salesforce.com, Customer Acquisition, Direct Marketing, Strategic Planning, Market Research, Marketing Strategy, Key Account Management, Client Relationship..., Marketing Research, B2B, Analytics, Business Strategy, Database Marketing, Public Speaking, CRM, Marketing, Sales Management, Advertising, Selling, New Business Development, Project Management, Business Intelligence, Sales Operations, Strategy, Product Management, SaaS, Management, Sales, Customer Retention, Enterprise Software
Education
Weatherhead School of Management at Case Western Reserve University 1982 — 1984
M.B.A.
Cleveland State University 1979 — 1982
B.A.
Lakewood High School
Mercer January 2012 - Present
Mercer 2008 - January 2012
ACS 2005 - June 2008
(formerly Mellon) 2002 - 2005
Kwasha Lipton 1993 - 2001
Chemical Bank March 1982 - February 1992
Skills
Process Improvement, Business Analysis, Outsourcing, Vendor Management, Change Management, IT Strategy, Requirements Analysis, Visio, Analysis, Business Process..., Project Management, Leadership, Employee Benefits, Performance Management, Personnel Management, SDLC, PeopleSoft, Management, Risk Management, Program Management, Requirements Gathering, CRM, Business Process, Software Project..., PMO, Business Intelligence, MS Project, Defined Benefit, Management Consulting, Business Transformation, Offshoring, Consulting, Strategy, Service Delivery, Integration, Project Portfolio...
Education
City University of New York-Hunter College
BA
Vroom Vroom, LLC April 2014 - Present
Motor Cave, LLC September 2012 - Present
American Heritage Motorcycles 2014 - 2015
FDIC April 2010 - September 2012
Financially Secure, Inc. 2002 - 2010
Barrington Bank & Trust Company 2006 - 2009
Salomon Smith Barney, Citibank Mexico, Citicorp Real Estate April 1988 - February 2002
Chemical Bank 1981 - 1988
Skills
Business Strategy, Capitalization, Turnaround Specialist, Corporate Finance, Forecasting, Commercial Banking, Credit, Loans, Due Diligence, Risk Management, Banking, Portfolio Management, Mergers, Negotiation, Real Estate, Finance, Financial Analysis, Credit Analysis, Asset Management, Asset Managment, Project Finance, Mergers & Acquisitions, Commercial Lending, Financial Risk, Contract Negotiation, Investment Banking, Investments, Financial Services, Financial Structuring, Management, Equities, Underwriting, Credit Risk, Analysis, Executive Management, Strategy, Mortgage Lending, Restructuring, Cash Management, Managerial Finance, Start-ups, Financial Modeling, Capital Markets, Valuation, Cash Flow, Loan Origination, Strategic Financial..., Asset Based Lending, Venture Capital, Funding
Education
Columbia University in the City of New York
Bachelor of Arts, Economics
University of Chicago Graduate School of Business
MBA, General Management
Trinity School of New York City September 2013 - Present
Calder Classics May 2012 - Present
Calder Translations, Inc. 2008 - Present
The Brearley School September 2012 - June 2013
Calder Translations, Inc. 1991 - August 2012
Chemical Bank 1979 - 1988
Skills
French, History, Latin, Grammar, Public Speaking, Research, Teaching, Editing, Higher Education, Publishing, Curriculum Development, Tutoring, Translation, Public Relations, French to English, Proofreading, Classics, International Relations, Art History, Social Media, Poetry, Greek, Event Planning, Ancient Greek, Literature
Education
Columbia University in the City of New York 2010 — 2012
Master's degree, Classics and Classical Languages, Literatures, and Linguistics
City University of New York Graduate Center 2009 — 2011
Certificate, Latin
Columbia University in the City of New York 2008 — 2010
Postbac, Classics
City University of New York Graduate Center 2008 — 2008
The Latin Institute
New York University 1990 — 1991
Certificate, French Translation
Dartmouth College 1975 — 1979
BA, History
Drew University 1999 - Present
New York Life Insurance Company 1997 - 2007
Chestnut Hill College January 2000 - January 2005
PNC Financial Services Group 1992 - 1997
Chemical Bank 1981 - 1992
Skills
Leadership, Management, Process Improvement, Program Management, Project Management, Public Speaking, Retail Banking, Strategic Planning
Education
Drew University 2011 — 2016
D.Litt, IrIsh/ Irish American History
Drew University 2008 — 2010
MLitt, Irish History
Chestnut Hill College 1965 — 1969
BA, History
State of Michigan August 2013 - Present
MidMichigan Health September 2011 - August 2013
Chemical Bank July 2010 - September 2011
Deloitte January 2010 - April 2010
Thomson Reuters May 2009 - August 2009
Comerica Bank May 2007 - January 2009
Family Video July 2008 - November 2008
CVS June 2006 - August 2008
CMU Residence Life August 2007 - May 2008
Murray's Auto March 2004 - May 2006
Skills
Microsoft Excel, Accounting, Auditing, Internal Audit, Financial Analysis, Tax, Customer Service, Financial Statements, Problem Solving, Variance Analysis, Internal Controls, Six Sigma, Root Cause Analysis, Process Improvement, Accounts Receivable, Financial Reporting, Teamwork, Leadership, Account Reconciliation, Finance, Access, Financial Modeling, Risk Management, Banking, External Audit, Time Management, Analysis, Data Analysis, Lean Thinking, Lean Tools, Audit Command Language, PwC TeamMate, Healthcare, PowerPoint, Microsoft Word, Risk Assessment, Microsoft Office, Critical Thinking, Outlook
Education
Central Michigan University 2011 — 2013
M.B.A., Value-Driven Organizaion
Central Michigan University 2006 — 2010
B.S.B.A, Accounting, Finance
Lee M. Thurston High School 2002 — 2006
St. Robert Bellarmine
Chemical Bank August 2014 - Present
Double Tree by Hilton June 2013 - August 2014
Skills
Microsoft Office, Teamwork, Customer Service, Time Management, Leadership, Research, Public Speaking, Adobe Creative Suite, Visual Basic, Marketing, Organizational..., Logistics
Education
Central Michigan University 2012 — 2015
Bachelor of Organization Administration (B.O.A.), Information Technology
Francis Parisi, Consultant January 2015 - Present
Varsity Tutors July 2015 - Present
Standard & Poor's May 1985 - January 2015
University of Phoenix 2006 - November 2009
Chemical Bank January 1978 - May 1985
Skills
Capital Markets, Securitization, Structured Finance, Risk Management, Financial Modeling, Fixed Income, Structured Products, Statistical Modeling, Risk Analysis, Statistical Programming, Derivatives, Analysis, Investment Banking, Credit Analysis, Time Series Analysis, Extreme Value Methods, Credit Risk, Financial Analysis, Finance, Securities, Bonds, Statistics, R, SAS
Education
Southern California University for Professional Studies 2001 — 2003
Ph.D., Management of Engineering & Technology
Colorado State University 1994 — 1998
M.S., Statistics
City University of New York-Brooklyn College 1972 — 1977
B.A., Philosophy
Chemical Bank January 2013 - Present
Central Michigan University October 2012 - November 2013
Lyle Industries Inc March 2011 - June 2012
Pikotek August 2006 - July 2007
Skills
Banking, Customer Service, Credit, Outlook, Financial Analysis, Credit Analysis, Loans, Microsoft Office, Management, Commercial Banking, Microsoft Word, Sales, Leadership, Mortgage Lending, PowerPoint
Education
Brighton High School 1979 — 1983
Diploma, Accounting
Central Michigan University
Business Administration and Management, General
Paulson & Co. January 2009 - Present
Sanno Point Capital Management April 2005 - August 2008
Wall Street Systems August 2002 - May 2004
General Re Securities February 2001 - February 2002
Biznum 1999 - 2000
Sanwa Financial Products 1995 - 1996
Chemical Bank 1993 - 1994
Kidder Peabody 1992 - 1993
Skills
Risk Management, Software Architect, Quantitative Modeling, C++, C#, Derivatives, Financial Modeling, Options, Trading, Equities, Hedge Funds, Credit Derivatives, VBA, Financial Markets, Structured Products, Portfolio Management, FX Options, Fixed Income, Capital Markets
Education
Ecole polytechnique 1989 — 1990
Post Doctoral Studies, Physics
University of California, Berkeley 1983 — 1989
PhD, Physics
Columbia University in the City of New York 1979 — 1983
bs, physics
Dow Chemical Employees' Credit Union August 2015 - Present
Chemical Bank August 2015 - August 2015
PNC June 2014 - August 2014
Skills
Microsoft Office, Teamwork, Leadership, Research, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Data Analysis, Data Entry, Accounting, Financial Accounting, Time Management, Treasury Management, Banking, Event Planning, Management, Social Networking, Public Speaking, Social Media
Education
Central Michigan University 2012 — 2016
Bachelor’s Degree, Finance, General, GPA= 3.86
DeWitt High School 2009 — 2012
High School
Bellwether Community Credit Union January 2013 - Present
St. Mary's Bank 2002 - 2011
NH Federal Credit Union 2001 - 2002
Tilton, NH20 2000 - 2001
Bank of New Hampshire 1995 - 2000
Chemical Bank 1989 - 1994
Education
Hunter College 1985 — 1989
BS, Economics
Young Chevrolet Cadillac Buick GMC March 2013 - Present
Chemical Bank August 2012 - April 2013
Citizens Bank, now part of FirstMerit Bank, N.A. July 2011 - August 2012
PESG September 2009 - October 2011
Skills
Time Management, Customer Service, Customer Satisfaction, Microsoft Excel, PowerPoint, Teamwork, Microsoft Office, Microsoft Word, Data Entry, Cross Selling, Public Speaking, Cash Management, Customer Communication, Social Media, Proofreading
Education
Baker College 2012 — 2016
BS, Business Management and Accounting
Central Michigan University 2004 — 2009
BS, Elementary Education: Language Arts and Social Studies
Central Michigan University August 2012 - Present
Chemical Bank April 2005 - October 2009
Dow Corning May 1985 - April 2004
Skills
Team Management, Project Management, Six Sigma, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, MS Project, WebEx, NetMeeting, FrontPage, Dreamweaver, SharePoint, SQL, Hiring Personnel, Coaching, Mentoring, Vendor Management, Department Budgeting, Needs Analysis, Process Improvement, Process Optimization, Problem Solving, Business Analysis, Websites, Customer Support, Complaint Management, Risk Management, Disaster Recovery, Compliance, Documentation, Facilitations, Access, SAP, Software Documentation, Leadership, Business Strategy, Budgets, Software Development, CRM
Education
Central Michigan University 1981 — 1985
Bachelor's degree, Computer Science, Accounting, Math
Golden Gate University August 2010 - Present
Massachusetts Institute of Technology July 1998 - June 2007
Columbia University September 1994 - April 1998
National Westminster Bank, USA April 1994 - August 1994
Chemical Bank January 1990 - September 1993
Skills
Curriculum Design, Higher Education, University Teaching, Instructional Design, E-Learning, Faculty Development, Literature, Rhetoric, Liberal Arts, Humanities, Business Writing, Marketing, Academic Advising, University..., Data Analysis, Data Modeling, Teaching Writing, Classroom, Courses, Academia, College Teaching, Teaching, Research, Editing, Public Speaking, Nonprofits, Qualitative Research
Education
Columbia University in the City of New York 1993 — 1999
Ph.D., English & Comparative Literature
Columbia University in the City of New York 1992 — 1993
M.A., English and Comparative Literature
Princeton University 1981 — 1985
A.B., Comparative Literature
Designer's Dock February 2002 - Present
Training Associates, Inc. 1983 - 1999
Long Island University 1985 - 1993
US Industries August 1980 - December 1983
BNY Mellon 1975 - 1980
Chemical Bank 1966 - 1975
Skills
Credit, Customer Service, Leases, Public Speaking, Condos, Budgets
Education
Columbia University - Columbia Business School 1964 — 1966
MBA, Finance, Accounting
Williams College 1960 — 1964
BA, Economics
JRC Advisors March 2013 - Present
Department of Defense July 2010 - March 2013
MyVetwork 2006 - October 2010
Wf360 June 1999 - June 2006
Credit Suisse August 1991 - May 1999
JP Morgan March 1973 - March 1989
Chemical Bank January 1971 - May 1972
United States Marine Corps January 1967 - May 1970
Skills
Leadership, Program Management, Team Building, Public Speaking, DoD, Nonprofits, Government, Community Outreach, Leadership Development, Budgets, Policy, Federal Government, Security Clearance, Military, National Security, Training, Defense, Management, Strategic Planning, Banking, Financial Analysis, Homeland Security, Event Management, Executive Management, Public Policy, Crisis Management, Non-profits, Army, Strategic Leadership, Organizational..., Healthcare, Finance, Government Contracting, Career Counseling, Social Media, Intelligence, Operational Planning, Customer Service, Event Planning, Research, Organizational..., Entrepreneurship, Conflict Resolution, Command
Education
Columbia University - Columbia Business School 1972 — 1973
MBA, Finance
Georgetown University - The McDonough School of Business 1962 — 1966
Bachelor of Science, Finance
Houlihan Lokey May 2013 - Present
Houlihan Lokey August 2008 - April 2013
JP Morgan May 2006 - July 2008
JPMorgan 2006 - 2008
Conscience Bay Home, LLC January 2002 - April 2006
Ernst & Young 1996 - 2002
Ernst & Young Real Estate May 1996 - December 2001
Chemical Bank 1990 - 1994
Chemical Bank 1990 - 1994
Chubb Insurance 1986 - 1988
Skills
Real Estate, Real Estate Economics, Due Diligence, Investment Properties, Investment Banking, Residential Homes, Valuation
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Real Estate Finance / Marketing
State University of New York at Stony Brook 1981 — 1985
BA, Economics
Xavier High School 1977 — 1981
HS, General
St. Francis de Sales
St. Francis de Sales
St. Francis de Sales
Mecosta County Community Foundation March 2010 - October 2014
Chemical Bank February 2011 - January 2012
Genesee County, Michigan August 2000 - August 2009
Genesee County, Michigan February 1997 - August 2000
Skills
Human Resources, Organizational..., Time Management, Leadership, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Customer Service, Policy, Outlook, Microsoft Office
Education
Central Michigan University 1997 — 1999
Masters of Science Administration, Human Resources Management and Services
University of Michigan-Flint 1993 — 1995
Bachelor of Science (B.S.), Health Education
Columbia University 2001 - Present
London School of Economics 1996 - 2001
The First Boston Corporation 1986 - 1996
Chemical Bank 1977 - 1986
Skills
Higher Education, Career Counseling, Career Development, Public Speaking, Program Development, Teaching, Qualitative Research, Program Evaluation, Strategic Planning, Management Consulting, Leadership, Student Affairs, Coaching, Student Development, Staff Development
Education
London School of Economics and Political Science
PhD, International Relations/International Political Economy
Columbia University - School of International and Public Affairs
MIA, International Finance and Business
Swarthmore College
BA, High Honors, Political Science, English Literature, History
The Pingry School
Diploma
Edward Jones 2014 - Present
Edward Jones January 2014 - April 2014
A. H. Belo August 2007 - November 2013
The State Newspaper January 2000 - August 2007
Ellett Brothers Inc. November 1996 - January 2000
Columbia International University 1992 - November 1996
Bankers Trust July 1990 - February 1992
Bankers Trust April 1988 - February 1992
Kidder Peabody October 1984 - April 1988
Chemical Bank April 1984 - October 1984
Skills
Online Advertising, Project Management, SEO, Social Media, Vendor Management, HTML, Team Leadership, Strategic Planning, Team Building, Troubleshooting, Budget, Newspaper, Advertising, Email Marketing, Management, Budgets, Salesforce.com, E-commerce, Content Management, Digital Media, Analytics, Program Management, Publishing, Strategy, Leadership, Newspapers, Social Media Marketing, CMS, Online Marketing, Business Process..., Omniture, Enterprise Software, Sales, Web Content Management, Digital Marketing, B2B, Business Process, Web Analytics, CRM, IT Strategy, Executive Management, Digital Strategy, Strategic Partnerships, Networking, Product Management, ERP, SEM, Access, Mobile Marketing, Information Technology
Education
Columbia International University 1992 — 1996
Masters Program (DNF), Masters of Divinity
Nyack College 1975 — 1979
Bachelor or Arts, Music Education
Medco June 1998 - Present
ADP March 1997 - June 1998
Sotheby's April 1994 - May 1998
United Jersey Bank January 1988 - April 1994
Chemical Bank January 1987 - December 1988
Skills
Pharmacy Benefit..., SDLC, Cross-functional Team..., Vendor Management, Process Improvement, Business Analysis, Healthcare, Project Portfolio..., Managed Care, Business Intelligence, Program Management, Pharmaceutical Industry, Data Warehousing, Software Development, Project Management, Quality Assurance, Data Analysis, Healthcare Information..., Databases, DB2, SQL, Leadership
Education
Massachusetts Institute of Technology 2007 — 2008
Executive Management Certificate
Columbia University - Columbia Business School 2006 — 2006
Executive management education class
Stevens Institute of Technology 1998 — 2000
MS, Management in IT
Kalamazoo County Register of Deeds August 2014 - Present
First American Title August 2011 - August 2014
Chemical Bank July 2006 - June 2011
Skills
Computer Proficiency, Microsoft Excel, Microsoft Word, Troubleshooting
Education
Colorado State University-Global Campus 2014 — 2015
Bachelor’s Degree, Accounting, 3.98
The Metropolitan Museum of Art July 1979 - Present
The Metropolitan Museum of Art July 1979 - May 1988
General Post Office 33rd Street NY, NY April 1979 - December 1979
Chemical Bank February 1978 - June 1978
Skills
Museums, Event Planning, Social Media, Nonprofits, Art, FileMaker, Fundraising, Event Management, Research, Facebook, Volunteer Management, Microsoft Office, Grant Writing, Employee Training, Literature Reviews, Data Entry, Management, Time Management, Editing, Proofreading
Education
City University of New York City College 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Literature, Communication and the Arts, Senior
CUNY Bronx Community College 2009 — 2011
Associate of Arts (A.A.), Liberal Arts in Education, Freshman - Junior
City University of New York City College 2012 — 2016
Bachelor's degree Arts & Science, Literary, Media and Visual arts, Senior
EMC October 2006 - Present
Ness Technologies October 2001 - October 2006
Blueflame June 1997 - October 2001
PCSI June 1993 - June 1997
Chemical Bank August 1991 - June 1993
Chemical Bank August 1989 - August 1991
PCSI June 1987 - August 1989
Skills
Enterprise Architecture, Solution Architecture, Java Enterprise Edition, .NET, SOA, Requirements Analysis, Software Development, Integration, Software Project..., SDLC, Agile Methodologies, Enterprise Content..., Microsoft SQL Server, Databases, Web Services, Business Analysis, Documentum, SQL, Visual Basic, Document Management, XML, Tomcat, Java, JSP, JavaScript, HTML, Program Management, Product Management, 21 CFR Part 11, Web Applications, Portals, J2EE, Knowledge Management, SQL Server, C#, Application Development, ECM, Agile, Visio, Oracle, Weblogic, Enterprise Software, WebLogic, Management, Project Management, Consulting, IT Strategy, Architecture
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1987 — 1989
MS
Yeshiva University 1983 — 1987
BA
Merrill Lynch Investment Managers 1989 - January 2006
Standard & Poors 1986 - 1990
Chemical Bank 1979 - 1985
Chemical Bank 1979 - 1985
Education
Columbia University - School of International and Public Affairs 1977 — 1979
MIA, Int'l Affairs/Development Economics
Pomona College 1968 — 1972
University of Southern California
MSLS, Library Science
Shasta Partners, LLC October 2002 - Present
Deutsche Bank Securities September 1996 - July 2002
Alex. Brown & Sons May 1990 - September 1994
Morgan Stanley February 1990 - May 1990
Drexel Burnham Lambert June 1988 - February 1990
Chemical Bank August 1983 - July 1987
Skills
Valuation, Software, Mergers
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA
Yale University 1979 — 1983
BA
Choate Rosemary Hall 1978 — 1979
CurrencyThoughts.com May 2008 - Present
Ried, Thunberg July 1989 - April 2008
Chemical Bank February 1979 - July 1989
Federal Reserve Bank of New York August 1974 - January 1979
Skills
Currency, Blogging, Foreign Exchange, Research
Education
Columbia University in the City of New York 1969 — 1974
M.Phil., M.A.
Colby College 1965 — 1969
B.A.
S'Que Holdings, LLC August 2011 - Present
New York City Department of Health September 2006 - Present
Smokin' Joe's True-Blue Texas Barbecue, Inc. 1987 - 2010
New York City Department of Finance 1999 - 2006
New York City Department of Finance 1989 - 1999
Chemical Bank 1979 - 1980
Skills
Business Strategy, Strategic Planning, Vendor Management, Catering, Government, Policy, Budgets, Food, Negotiation, Management, Team Building, Marketing Strategy, Business Analysis, Strategy, Leadership, Program Management, Fundraising, Analysis, Data Analysis, Change Management
Education
City University of New York-Brooklyn College 1971 — 1975
Bachelor of Arts (BA), Education
Seth Low JHS
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
Sumitomo Mitsui Banking Corporation February 2009 - Present
The CIFG Group December 2004 - January 2009
CIFG Assurance North America November 2004 - January 2009
Ambac Assurance Corporation 2002 - 2004
Scully Capital 1997 - 2002
Credit Suisse 1991 - 1997
Chemical Bank 1984 - 1991
Skills
Investment Banking, Financial Structuring, Project Finance, Capital Markets, Credit Analysis, Infrastructure, Structured Finance, Credit, Equities, Banking, Corporate Finance, Credit Risk, Loans, Mergers & Acquisitions, Financial Services, Private Equity
Education
Columbia University - Columbia Business School 1992 — 1994
MBA
University of Michigan 1979 — 1984
BA with Honors, History
Bronx High School of Science 1975 — 1979
JPMorgan Chase June 1987 - Present
Chemical Bank 1987 - 1991
Home Insurance 1985 - 1987
Thomson McKinnon 1984 - 1985
American International Group 1981 - 1984
Skills
Vendor Management, Data Warehousing, Program Management, Data Modeling, Oracle, Loans, Access, Unix, SQL, CRM, Project Management, Business Objects, Financial Services, MS Project
Education
City University of New York-College of Staten Island 1979 — 1981
MasterCard July 2014 - Present
MasterCard Worldwide 1993 - July 2014
Prudential Capital Group 1990 - 1993
Chemical Bank 1987 - 1990
Cravath, Swaine & Moore LLP 1984 - 1987
Skills
Banking, Business Strategy, Contract Negotiation, Finance, Financial Risk, Financial Services, Human Resources, Leadership, Management, Marketing, Negotiation, Policy, Risk Management, Strategic Planning, Strategy
Education
Columbia University School of Law 1981 — 1984
JD
University of North Carolina at Chapel Hill 1976 — 1980
BA, Public Policy, English
Innovare Finance PCC June 2014 - Present
Innovare Advisors, LLC January 2012 - Present
AMREF- Africa's Flying Doctors (African Medical and Research Foundation) January 2004 - September 2012
Presbyterian Disaster Assistance October 2006 - June 2012
Emerging Economies Health Finance, LLC March 2011 - March 2012
AIG Global Investment Group March 1997 - February 2005
FAPC 1990 - 2000
Chase Securities 1996 - 1996
Chemical Bank 1991 - 1996
Manufacturers Hanover Trust 1981 - 1991
Skills
Asset Management, Emerging Markets, Private Equity, Due Diligence, Project Finance, Portfolio Management, Funding, Debt, Governance, Alternative Investments, Valuation, Investment Strategies, Nonprofits, Mergers & Acquisitions, Investments, Investment Management, Strategy, Negotiation, Financial Structuring, Finance, Restructuring, Asset Managment, Mutual Funds, Financial Analysis, Executive Management, Investor Relations, Business Development, Risk Management, Venture Capital, Fixed Income
Education
Middlebury College 1976 — 1977
Japanese Language School
Columbia University - School of International and Public Affairs 1975 — 1977
MIA, Masters in International Affairs
Cornell University 1975 — 1975
FALCON - Japanese
St. Lawrence University 1971 — 1975
1975, Government, French
Cradle of Aviation Museum February 2005 - Present
JPMorgan Chase February 1985 - September 2004
JP Morgan Chase 1985 - 2004
Chemical Bank 1985 - 1995
Skills
Marketing, Business Development, Direct Marketing, Program Management, Integrated Marketing, Marketing Strategy, Market Planning, Digital Marketing, Email Marketing, Marketing Communications, Market Research, Social Media Marketing, Strategic Planning, Public Relations, Advertising, Event Management, Event Planning, Business Strategy, Management, Nonprofits, Social Media, Fundraising, Public Speaking, Budgets, Leadership, New Business Development, Sponsorship, Online Marketing, Business Planning, Strategy, Sales, Corporate Communications, Strategic Partnerships, Strategic Communications, Media Relations, Small Business, Start-ups, Social Networking, Newsletters, Online Advertising, Press Releases, Marketing Management, Brand Development, Digital Media, Facebook, Entrepreneurship, Trade Shows, Internal Communications, Copywriting, Lead Generation
Education
St. John's University 1980 — 1985
Master of Business Administration (MBA), Marketing Management
Saint John's University 1977 — 1980
Bachelor of Science (BS), Communications/Marketing
City University of New York City College
CLS Bank International February 2011 - Present
New York Sports Club 2013 - 2013
Royal Bank of Scotland April 2008 - February 2011
ABN AMRO Bank N.V. June 2005 - March 2008
ABN AMRO 2005 - 2007
BNP Paribas 1997 - 2005
Swiss Bank Corporation 1995 - 1997
Chemical Bank 1987 - 1997
Skills
Country Risk Analysis, Corporate Finance, Capital Markets, Risk Management, Fixed Income, Financial Risk, Portfolio Management, Credit, Equities, Latin America, Market Risk, Financial Markets, Emerging Markets, Banking, Credit Analysis, Credit Risk, Derivatives, Finance, Structured Finance, Investment Banking, Loans, Portuguese
Education
Columbia University - Columbia Business School 2005 — 2006
Selected Courses in Finance and Risk Management (Executive MBA Program)
New York University - Leonard N. Stern School of Business 1997 — 2001
MBAs, Finance; International Business Mngt
Pace University 1983 — 1987
Bachelors, Finance
SunTrust Robinson Humphrey August 2014 - Present
Wells Fargo July 2013 - July 2014
JP Morgan June 2008 - July 2013
Citigroup 1987 - 2008
Citigroup June 2004 - January 2007
Citigroup March 2002 - June 2004
Citi October 1987 - March 2002
Chemical Bank June 1986 - October 1987
Bankers Trust August 1980 - May 1986
Education
Colgate University
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance, General
Princeton University
A.B., French/Italian
Idaho Wine Merchant June 2015 - Present
Bank of America August 2010 - June 2015
Cascade Capital Management May 2009 - August 2010
GE Capital 2008 - 2009
Merrill Lynch 2005 - 2008
Bank of America 1997 - 2005
Chemical Bank 1994 - 1995
Chemical Bank 1991 - 1994
Skills
Financial Structuring, Structured Finance, Portfolio Management, Mergers & Acquisitions, Project Finance, Banking, Loans, Commercial Banking, Underwriting, Trading, Capital Markets, Credit Analysis, Credit, Corporate Finance, Asset Based Lending
Education
University of California, Los Angeles - The Anderson School of Management 1995 — 1997
Master of Business Administration (M.B.A.)
Colgate University 1987 — 1991
BA, Economics
New Hartford High 1984 — 1987
Mizuho Bank April 2007 - December 2013
Macquarie Bank 2005 - 2006
Deutsche Bank 2003 - 2005
Banc of America Securities 2000 - 2003
Federated Investors 1998 - 2000
Brown Brothers Harriman 1997 - 1998
Chemical Bank 1989 - 1994
Skills
Capital Markets, Fixed Income, Financial Structuring, Structured Finance, Financial Modeling, Corporate Finance, Structured Products, Private Placements, Derivatives, Investments, Valuation, Equities, Project Finance, Securities, Due Diligence, Investment Banking, Credit Analysis, Banking, Leveraged Finance, Bonds, Portfolio Management, Securitization, Investment Management, Credit, Mergers & Acquisitions, Financial Markets, Trading, Interest Rate..., Credit Risk, Debt Restructuring, Mezzanine, Venture Capital, Loan Origination, Options
Education
Columbia University - School of International and Public Affairs 1995 — 1996
Masters, International Finance; International Economic Policy
Columbia University, Columbia College 1985 — 1989
BA, Economics
Caliper January 2012 - Present
Caliper June 2010 - January 2012
Mainsail Associates January 2008 - May 2010
The Institute for Women's Leadership Rutgers University December 2004 - June 2007
Metrus Group July 1996 - April 2003
Chemical Bank October 1993 - November 1995
Colorado State University September 1987 - May 1993
General Electric August 1989 - August 1991
Skills
Organizational..., Talent Management, Leadership Development, Talent Assessment, Organizational..., Human Resources, Training, Strategy, Coaching, Leadership, Succession Planning, Talent Acquisition, Executive Coaching, Recruiting, Performance Management, HR Consulting, Strategic Planning, Management, 360 Feedback, Personnel Management, Psychometrics, Analysis, Organizational Design, Interviews, Career Development, Employee Engagement, Management Consulting, Onboarding
Education
Colorado State University 1991 — 2000
Ph.D., Industrial/Organizational Psychology
Colorado State University 1987 — 1989
MS, Industrial/Organizational Psychology
Indiana University Bloomington 1983 — 1987
BA, Psychology
Unemployed October 2009 - Present
UBS Investment Bank January 2007 - October 2009
Perot Systems 1996 - 2006
S.G. Warburg 1991 - 1996
Chemical Bank December 1984 - September 1991
Education
City University of New York-Herbert H. Lehman College 1970 — 1976
Theodore Roosevelt High School 1967 — 1970
Academic, Music
Firemans Fund Insurance Company April 1993 - March 2008
Chemical Bank December 1977 - September 1991
Education
City University of New York-College of Staten Island
Helaba - Landesbank Hessen-Thuringen December 2008 - Present
UBS Investment Bank 2001 - 2008
Fitch Ratings 1999 - 2001
Landauer Associates 1996 - 1999
Chemical Bank 1994 - 1996
Tishman Construction Company 1986 - 1993
Education
Columbia University - Columbia Business School 1993 — 1994
MBA, Finance
Columbia Engineering 1984 — 1986
BS, Civil Engineering
Columbia University in the City of New York 1981 — 1985
BA
Sun National Bank November 2014 - Present
Hudson Capital group LLC 2011 - Present
State Bank of Long Island 2007 - December 2011
Atlantic Bank of New York 1992 - 2006
Chemical Bank 1984 - 1988
Skills
Banking, Commercial Banking, Real Estate, Real Estate Finance, Portfolio Management, Executive Management, Risk Management
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Finance
The London School of Economics and Political Science (LSE) 1978 — 1981
B.Sc., Economics
Athens College
Citibank 1995 - Present
JPMorgan Chase 1994 - 1995
Chemical Bank 1989 - 1994
Manufacturers Hanover Trust 1979 - 1989
Consol Energy 1975 - 1979
Otto H York Co 1972 - 1975
Skills
Canadian Institute of..., Columbia University..., Hoover Engineering..., National Mining..., The National Mining..., New York Economics and..., Rutgers University,..., Professional Engineer..., Australasian Institute..., Risk Management, Mergers, Financial Modeling, Metals, Mining, Minerals, Science, Energy, Engineering, Corporate Finance, Metallurgy, Canadian, Coal, Equities, Project Finance, Credit, Institute, Mineral Exploration, Mineral Economics, Emerging Markets, Commodity, Mining Engineering, Mergers & Acquisitions, Management, Investment Banking, Feasibility Studies, Banking, Finance, Capital Markets, Financial Risk, Due Diligence, Structured Finance, Asset Management, Valuation, Private Equity, Trading, Fixed Income, Derivatives, Financial Structuring, Financial Services, Portfolio Management
Education
Columbia University - Columbia Business School 1976 — 1977
ABD Professional Degree, Mine Finance (joint program with School of Engineering)
Columbia University - Fu Foundation School of Engineering and Applied Science 1975 — 1976
Master's degree, Mining Engineering
New Jersey Institute of Technology 1971 — 1975
Bachelor's degree
Rutgers, The State University of New Jersey-Newark 1971 — 1975
Bachelor's degree, Geology
Scholastic October 2011 - Present
Self Employed 2008 - October 2011
New Line Cinema 1992 - 2008
CBS/Fox Video 1988 - 1992
Chemical Bank 1985 - 1987
CBS/Fox Video 1984 - 1985
Skills
Process Improvement, Management, Test Planning, Training, Databases, Analysis, Intellectual Property, Licensing, Television, Forecasting, Access, Accounting
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Accounting
Harvard University 1976 — 1980
A.B., Economics
Anne Steffen Consulting Director of Program DevelopmentHolt LearningApril 1995 - April 2008
Credit Suisse August 1993 - April 1995
Chemical Bank November 1987 - August 1993
Time Warner Cable July 1983 - March 1989
Skills
Coaching, Team Building, Workshop Facilitation, Staff Development, Training, E-Learning, Program Management, Public Speaking, Performance Management, Leadership Development, Executive Coaching, Organizational..., Management Development, Customer Service, Instructional Design, Training Delivery, Employee Training, Executive Development, Talent Management, Succession Planning, MBTI, Employee Engagement, Career Development, 360 Feedback, Needs Analysis, Management, Emotional Intelligence, Organizational..., Organizational Learning, Learning Management, Change Management, Performance Improvement, Blended Learning, Career Management, Program Facilitation
Education
New York University 1985 — 1987
MA, Media Studies
College of Mount Saint Vincent 1981 — 1983
BA, Communication Arts
ACTS Retirement-Life Communities, Inc. April 2013 - Present
Senior Living Communities 2007 - 2013
Regency Park & HarborChase 2004 - 2007
Chemical Bank 1979 - 1988
Education
Smith College 1977 — 1978
MED, Education of Deaf
Clemson University 1975 — 1977
BA & MEd, Education and Personnel Services
Converse College 1972 — 1974
BA, Education
Gol March 1992 - April 2008
Chemical Bank September 1990 - February 1992
First Boston Corp June 1984 - April 1990
Chemical Bank August 1978 - July 1982
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance
Duke University 1974 — 1978
AB, Economics & Spanish
JPMorgan 2007 - Present
JPMorgan Chase 2001 - Present
The Chase Manhattan Bank August 1995 - August 2001
Chemical Bank January 1992 - July 1995
Manufacturers Hanover Trust 1978 - 1992
Manufacturers Hanover 1978 - 1991
Education
St. John's University, The Peter J. Tobin College of Business 1984 — 1987
MBA, Finance
City University of New York-Hunter College 1973 — 1978
BS, Accounting
Independent Trader January 2009 - Present
Focus Investment Group October 2004 - September 2008
Citi Group January 2002 - September 2004
Capital Markets January 2000 - January 2002
Nomura June 1993 - May 1998
Lehman Brothers May 1991 - May 1993
Chemical Bank June 1989 - May 1991
Bloomberg June 1988 - May 1989
Baruch College September 1984 - May 1988
Skills
Fixed Income, Hedge Funds, Commodities, Equities, Asset Allocation, Options, Investments, Asset Management
Education
Columbia University - Columbia Business School 1979 — 1984
Ph D, Finance
Wells Fargo Securities March 2003 - Present
Cypress Tree Investment Management September 2000 - December 2002
Citizens Bank August 1993 - August 2000
Chemical Bank October 1988 - July 1993
Skills
Capital Markets, Portfolio Management, Credit Analysis, Credit, Valuation, Investment Banking, Fixed Income, Loans, Trading, Analysis
Education
College of the Holy Cross 1984 — 1988
BA, Economics
Saint Ignatius High School, Cleveland, OH 1980 — 1984
High School
NXT Capital February 2011 - Present
North Sea Partners LLC March 2010 - February 2011
CapitalSource April 2007 - April 2009
Silver Point Capital 2006 - 2007
GE Commercial Finance 2001 - 2006
Heller Financial 1997 - 2001
Chemical Bank 1996 - 1997
Education
Colgate University 1987 — 1991
Baldwinsville
New York University - Leonard N. Stern School of Business
MBA
BNY Mellon June 2012 - Present
BNY Mellon March 2009 - June 2012
ORIX Leveraged Finance December 2007 - February 2009
BNY Capital Markets, Inc. June 1994 - December 2007
Chemical Bank June 1992 - June 1994
Skills
Private Equity, Portfolio Management, Leveraged Finance, Credit Analysis, Credit, Banking, LBO, Syndications, Loan Origination, Underwriting, Middle Market, Relationship Management, Management, Analysis, Growth Capital, Risk Management, Financial Modeling, Finance, Financial Structuring, Structured Finance, Valuation, Mergers & Acquisitions, Alternative Investments, Equities, Corporate Finance, Loans, Financial Services, Investments, Series 7, Asset Management, Emerging Markets, Investment Banking, Trading, Due Diligence, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
M.B.A., Finance
Colgate University 1985 — 1989
B.A., Mathematical Economics
Wells Fargo January 2000 - Present
Wells Fargo Bank 1990 - 2000
chemical bank 1970 - 1984
Education
City University of New York-Brooklyn College 1962 — 1966
B.S., Psychology
Wells Fargo 2010 - Present
Wells Fargo Bank February 2008 - Present
Fubon Bank February 2002 - July 2006
Bank of Hawaii May 1995 - January 2002
Chemical Bank May 1978 - June 1995
Far East Bank and Trust Company January 1987 - May 1995
U.S. Navy Reserve May 1970 - December 1980
Skills
Banking, Credit, Small Business Lending, Commercial Banking
Education
Columbia University - School of International and Public Affairs 1976 — 1978
MIA, Banking and Finance
Wabash College 1967 — 1971
BA, History/Religion
AIG January 2007 - Present
JPMorgan Chase January 2004 - January 2007
JPMorgan Chase January 2003 - January 2004
JPMorgan Chase January 1996 - January 2003
Chemical Bank January 1992 - January 1996
Chemical Bank January 1985 - January 1992
Skills
Business Analysis, Information Security, Financial Risk, Derivatives, Risk Management, Enterprise Risk..., Sarbanes-Oxley Act, Operational Risk..., Operational Risk, Financial Services, Equities, Business Continuity, Banking, Program Management, Risk Assessment, Business Process, Change Management, Security, Information Technology
Education
City University of New York-College of Staten Island 1969 — 1971
AS, Electro-Mechanical Technology
Ernst & Young - Transaction Real Estate 1996 - June 2011
Chemical Bank January 1977 - January 1992
Skills
Arbitration, Real Estate, Valuation, Brokerage, Contract Negotiation, Strategy, Venture Capital, Joint Ventures, Negotiation, Market Analysis, Investors, Real Estate Development, Investment Properties, Asset Management, Due Diligence, Real Estate Transactions, Financial Analysis
Education
Columbia University in the City of New York 1963 — 1966
MPhil, Sociology
New York University 1961 — 1963
BA, Sociology
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
New York City Department of Education OwnerThe Whole Soul1997 - 2009
Technimetrics, Inc (now part of Thomson Financial) 1995 - 1997
Chemical Bank 1987 - 1995
Citicorp/Citibank 1979 - 1983
Education
City University of New York-Herbert H. Lehman College 2006 — 2009
MA, Health Promotion and Education
Manhattanville College 2003 — 2004
MA in Teaching, Elementary Education
Mount Holyoke College 1970 — 1974
BA, Theatre Arts/Art History
Otto & Associates, Inc. 1997 - Present
The Chase Manhattan Bank 1996 - 1996
Manufacturers Hanover Trust 1983 - 1996
Chemical Bank 1978 - 1996
Skills
Investments, Finance, Financial Planning, Strategic Planning, Financial Analysis, Portfolio Management, Management, Public Speaking, Asset Management, Banking
Education
College for Financial Planning
Vassar College 1974 — 1978
BA
Edgewood Health Initiative 2007 - Present
Doctors of the World 2002 - 2007
TMP Worldwide 2000 - 2002
Russell Reynolds Associates 1997 - 2000
Beth Israel Deaconess Medical Center 1994 - 1997
New York Presbyterian Hospital 1993 - 1994
Cuisinart 1986 - 1987
Conde Nast 1979 - 1986
Chemical Bank 1977 - 1979
Tuxedo Park School 1975 - 1977
Skills
Executive Search, Nonprofits, Public Speaking, General Surgery, Research, Fundraising, Healthcare, Surgery, Volunteer Management, Program Management
Education
Cornell University 1989 — 1993
M.D., Medicine
Columbia College (NY) 1986 — 1989
certificate, pre-medical studies
University of Delaware 1971 — 1975
B.S., Physical Education
Bartram and Cochran 2008 - Present
New York University January 2001 - Present
Gerald M. Levy & Co. LLC 1999 - Present
The Chase Manhattan Bank 1988 - 1998
Chemical Bank 1984 - 1987
Skills
Corporate Real Estate, Loans, Mergers, Analysis, Location Intelligence, Research, Consulting, Strategic Planning, Capital Markets, Finance, Mediation, Entrepreneurship, Economics, Risk Management, Management Consulting, Underwriting, Contract Negotiation, Leadership Development, Asset Managment, Due Diligence, Valuation, Real Estate, Real Estate Economics, Restructuring, Financial Structuring, Strategy, Credit, Leadership, University Teaching, Investment Banking, Mergers & Acquisitions, Banking, Business Strategy, Structured Finance, Disposition, Real Estate Financing, Feasibility Studies, Corporate Finance, Asset Management, Dispositions
Education
Harvard University 1961 — 1962
M.A., Social Sciences
Columbia University in the City of New York 1957 — 1961
B.A., History
Chemical Bank November 2008 - Present
The Closing Office Title Agency November 2004 - July 2008
Unified Solutions Group 2003 - 2005
First American Title June 2000 - October 2004
First American/Lenders Advantage 2000 - 2003
Huntington National Bank May 1975 - June 2000
Skills
Loans, Mortgage Lending, Financial Services, Credit, Strategic Planning, Underwriting, Real Estate, Refinance, Banking, Credit Analysis, FHA, Mortgage Banking, Commercial Lending, Team Building, Residential Mortgages, Cross Selling, Small Business Lending, Consumer Lending, FHA financing, Customer Service, Commercial Banking, Sales, Finance, Loan Origination, Construction Loans, USDA, Branch Management, Retail Banking, Commercial Mortgages
Education
Central Michigan University 1985 — 1987
Economics and general business
Davenport University 1976 — 1981
Economics and general business
Union Bank of California 2013 - January 2014
Self Employed 2011 - 2014
JPMorgan Chase (formerly Washington Mutual) 2005 - 2009
Providian Financial 2004 - 2005
Fair Isaac 1998 - 2003
Sun Microsystems 1990 - 1997
Chemical Bank 1983 - 1987
Skills
Financial Analysis, Financial Modeling, Credit Cards, Forecasting, Pricing, Risk Management, Credit Risk, Process Improvement, Strategic Planning, Vendor Management, Financial Reporting, Outsourcing, Budget Management, Corporate Finance, Leadership, Finance, Budgets
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA, Finance
Colgate University 1979 — 1983
BA, Economics, Geology
Summit Board of Education February 2001 - Present
Banque Indosuez 1993 - 1997
ING Bank 1993 - 1995
ING NY 1992 - 1995
Chemical Securities 1987 - 1993
Chemical Bank 1981 - 1993
Manufacturers Chemical bank 1981 - 1993
Skills
Teaching, Curriculum Design, Editing, Strategic Planning, Educational Leadership, Public Speaking
Education
College of Saint Elizabeth 1998 — 2000
Teaching Certification
New York University - Leonard N. Stern School of Business 1983 — 1987
MBA, Finance
Dickinson College 1977 — 1981
BA, Economics
Garelick Family 1994 - Present
Deloitte & Touche August 1992 - September 1998
BDO Seidman, LLP January 1992 - August 1992
Michael I. Glick, Co, Inc. July 1991 - January 1992
Chemical Bank July 1986 - August 1989
Skills
Project Management, Marketing Strategy, Strategic Planning, Banking, Business Strategy, Loans, Social Media, Mortgage Lending, Business Development, Start-ups, Mergers & Acquisitions, New Business Development, Real Estate, Investments, Marketing
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Real Estate, Marketing
Williams College 1983 — 1986
BA, English
The Chapin School
Accenture August 2014 - Present
Tata Consultancy Services January 2011 - December 2013
The Dow Chemical Company September 1985 - April 2009
The Coca-Cola Company April 1983 - September 1985
Chemical Bank August 1980 - September 1982
Skills
Management, Strategic Sourcing, Procurement, Business Intelligence, Supply Chain Management, Operational Excellence, Strategy, Business Analysis, SAP ERP, Vendor Management, Management Consulting, Integration, Supply Chain, Business Transformation, Business Strategy, Leadership, Analysis, Project Planning
Education
Central Michigan University
Bachelor of Business Administration (B.B.A.), Management Information Systems and Economics
Fidelity Investments - Fidelity Foundation January 2001 - Present
Fidelity Investments - Corporate Real Estate November 1997 - December 2000
QVC November 1991 - March 1997
Citibank June 1988 - November 1991
Chemical Bank May 1981 - June 1988
Education
New York University 1984 — 1987
MBA, Business
Columbia University - Graduate School of Architecture, Planning and Preservation 1980 — 1983
MArch, Architecture
Swarthmore College 1976 — 1980
BA, English Literature
PNC Bank April 2014 - Present
PNC Bank March 2009 - Present
JPMorgan Chase April 2007 - March 2009
JPMorgan Chase February 2006 - March 2007
JP Morgan Chase 2001 - 2004
Chemical Bank May 1981 - March 2001
Skills
Credit, Portfolio Management, Cash Management, Small Business, Retail, Finance, Training, Credit Cards, Loans, Mortgage Lending, Credit Analysis, Financial Services, Start-ups, Relationship Management, Lines Of Credit, Mergers & Acquisitions
Education
Chemical Bank Credit Training Program 1990 — 1990
Chemical Bank, Credit Training
Chemical Bank Retail Training Program 1983 — 1983
Chemical Bank
Columbia University in the City of New York 1978 — 1982
BA, Asian Studies
New York Life Investment Management, LLC December 2000 - January 2009
Metropolitan Life Insurance company October 1996 - May 2000
National Council For Interior Design Qualification January 1994 - May 1996
Brookdale University Hospital and Medical Center January 1992 - 1994
Marsh & Mc Lennan Companies October 1984 - September 1988
Long Island University August 1980 - September 1985
Chemical Bank January 1973 - August 1975
Education
City University of New York-Hunter College 1973 — 1975
Business
New York City Technical College
Associate, Business Administration Secretary
New York University
Paralegal Certificate, Law
No corporate affiliation January 1973 - May 2008
DBRS 2005 - 2008
Barclays Bank 1990 - 1996
Chemical Bank 1978 - 1980
Education
Chapman University
BA, Economics and Business Administration
Thunderbird School of Global Management
MIM
Home Managing DirectorBear Stearns1988 - 2008
Thomson McKinnon Securities April 1986 - August 1988
Chemical Bank June 1984 - April 1986
Skills
Fixed Income, Securities, Hedge Funds, Prime Brokerage, Equities, Series 7, Mutual Funds, Trading Systems, Electronic Trading, Middle Office, Alternative Investments, Options, Derivatives, Equity Derivatives, Credit Derivatives, Series 24, Series 63, Bloomberg, Capital Markets, FINRA, Equity Trading, Structured Products, Market Data, Settlement, COBOL, JCL, SQL DB2, Microsoft Excel, Intertest, Project Management, Business Analysis, Corporate Actions, Trading, Back Office, Securities Lending, Collateral Management, Investment Banking, Full SDLC, IBM Mainframe, Reference Data, Asset Management, Low Latency, Swaps, Portfolio Management, Financial Services, Sybase, ETFs, MBS, Proprietary Trading, High Yield
Education
City University of New York City College 1965 — 1969
Bachelor of Science (BS), Mathematics
Ocean Medical Center January 2015 - Present
Jersey Shore Medical Center February 2014 - December 2014
Wilmington Trust FSB August 2008 - August 2013
Capital Health September 2012 - May 2013
Wachovia August 1994 - July 2008
The Church of Grace and Peace 2001 - 2006
Chemical Bank 1982 - 1990
Skills
Wealth Management, Wealth Management..., Estate Planning, High Net Worth..., Asset Allocation, Alternative Investments, Investment Advisory, Trust Services, Securities, Investment Strategies, Mutual Funds, Fixed Annuities, Finance, Series 7, Financial Services, Investment Management, Portfolio Management, Asset Management, Retirement Planning, Commercial Banking, Series 63, Investments, Private Banking, Wealth, Strategic Financial..., Financial Advisory, Fixed Income, Retirement, Provided trust and..., Bonds, Equities, Relationship Management, Financial Planners, Risk Management, Hedge Funds, ETFs, Banking, Public Speaking, Nonprofits, Community Outreach, Leadership, Leadership Development
Education
Lexington Theological Seminary 2014 — 2018
Pastoral Studies/Counseling
College for Financial Planning 2004 — 2007
MS, Financial Planning
City University of New York-Brooklyn College 1970 — 1974
B.A., Psychology
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
Perlgut Group 2001 - Present
Publicis Dialog 1996 - 2001
Perlgut Public Relations, Inc. 1990 - 1996
The Financial Relations Board 1987 - 1990
Chemical Bank 1982 - 1986
The New York Stock Exchange 1980 - 1982
Merrill Lynch & Co., Inc. 1978 - 1980
Institutional Investor 1977 - 1978
McGraw-Hill 1973 - 1977
The New York Times 1967 - 1972
Skills
Public Relations, Speech Writing, Writing, Investor Relations, Crisis Communications, Annual Reports, Strategic Communications, Management Consulting, Investor Presentations, Message Development, Strategic..., Executive Communications, Crisis Management, Media Relations, Strategic Counsel, Internal Communications, Advertising, Management, Press Releases, Communication Training, Reputation Management, Nonprofits, Publicity, Public Affairs, Editorial, Public Speaking, Content Development
Education
Columbia University - Graduate School of Journalism 1964 — 1965
M.S., Journalism
Rutgers University-New Brunswick 1960 — 1964
A.B., History
Clinton Global Initiative June 2007 - Present
Center for Corporate Citizenship at Boston College September 2004 - May 2007
Ford Foundation July 1993 - September 2003
Chemical Bank September 1986 - June 1993
Catholic Relief Services June 1985 - August 1986
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, international finance and economic development
Columbia University - School of International and Public Affairs 1982 — 1985
MIA, Political and Economic Development
Princeton University 1978 — 1981
BA, Environmental Sciences
Slips Enterprises,LLC May 2009 - Present
STARWOOD HOTELS AND RESORTS November 2004 - May 2009
Starwood Hotels & Resorts 2004 - 2009
PM Realty Group/Gilbert International November 2001 - November 2004
Republic National Bank July 1996 - July 1999
Chemical Bank September 1986 - April 1995
New York Hilton Hotel January 1979 - January 1982
Realty Hotels, The Commodore and Barclay January 1973 - 1978
Skills
Business Development, Time Management, Hotels, CRM, Hospitality, Sales, Management
Education
City University of New York-Hunter College
BA, Philosophy/Economics
Hunter College
BA
Och-Ziff Capital Management February 2005 - Present
Mandarin Software Incorporated 1994 - 2013
CIBC World Markets 2004 - 2005
BNY Mellon 2000 - 2004
Instinet Corporation 2000 - 2001
Deutche Bank 1996 - 2000
Citibank 1993 - 1994
Chemical Bank 1985 - 1992
Citigroup 1990 - 1991
Skills
C#, C++, Portfolio Finance, Web Applications, Fixed Income, Oracle SQL, SQL
Education
City University of New York-College of Staten Island
BS
Brooklyn Technical High School
Regents Diploma
Columbus Capital October 2011 - Present
Edward Jones November 1996 - October 2011
Governors Office of Economic Development May 1990 - October 1996
Chemical Bank January 1986 - March 1990
Skills
Retirement Planning, Estate Planning, Investment Advisory, Retirement, Securities, Investments, Financial Advisory, Tax, Finance, Series 7, Asset Allocation, Wealth Management, Investment Strategies, Strategic Financial..., Wealth, Series 63
Education
College for Financial Planning 2006 — 2012
Master of Science (M.S.), Personal Financial Planning
The Ohio State University 1980 — 1985
BS, Agriculture
Newark Senior High School
Domus Kids June 2011 - Present
I Have A Dream Foundation August 2007 - April 2011
NYC Department of Education December 2002 - August 2007
American Management Systems (AMS) August 1993 - September 2002
Chemical Bank August 1987 - August 1991
Skills
Analysis, Non-profits, Leadership, Strategy, Fundraising, Grants, Community Outreach, Event Planning, Nonprofits, Public Speaking, Grant Writing, Process Improvement, Program Development, Project Management, Strategic Planning, Program Management, Business Process..., Philanthropy, Training, Leadership Development, Volunteer Management, Organizational..., Research, Team Building
Education
Duke University - The Fuqua School of Business 1991 — 1993
M.B.A., General Management
Columbia Engineering
B.S., Industrial Engineering
St. Raymond's
1st Source Bank April 2006 - Present
Chemical Bank June 2000 - April 2006
Independent Bank July 1996 - June 2000
Commercial Bank January 1987 - July 1996
Skills
Budgets, Business Development, Risk Management, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Loans, New Business Development, Business Analysis, Small Business, Kaizen, Office Administration, Office Management, Project Management, Strategic Planning, Six Sigma, Commercial Banking, Banking, Retail Banking, Business Strategy, Business Planning, Cash Flow, Direct Sales, Document Review, Due Diligence
Education
Central Michigan University 1982 — 1986
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Graduate School of Banking University of Wisconsin 1995 — 1997
UnitedHealth Group 2012 - Present
LogTech 2011 - 2012
SAIC 2003 - 2011
Telcordia Technologies 1995 - 2003
Chemical Bank 1994 - 1995
Ascom Timeplex 1988 - 1994
Western Union Telegraph Co 1986 - 1988
State of NY Metropolitan Transportation Authority 1984 - 1986
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
Masters Science, Computer Science
Stevens Institute of Technology
Bachelors Engineering, Electrical Engineering
Brooklyn Tech
Chemical Bank February 1993 - Present
Standard Federal Bank November 1989 - January 1993
Skills
Banking, Loans, Credit, Commercial Banking, Credit Analysis, Financial Analysis, FHA, Customer Service, Underwriting, Risk Management, Budgets, Private Banking, Sales, Residential Mortgages
Education
Central Michigan University 1975 — 1979
Bachelor of Science (B.S.), Business Administration and Management, General
Sandler & Travis Trade Advisory Services, Inc. September 2015 - Present
HCR ManorCare November 2011 - September 2015
Fastenal January 2011 - March 2013
Chemical Bank April 2010 - November 2010
Mid Michigan Community College August 2009 - April 2010
Chemical Bank March 2009 - April 2010
West Michigan Whitecaps January 2008 - September 2008
Detroit Red Wings May 2007 - August 2007
Skills
Microsoft Office, Customer Service, Microsoft Word, Cpr Certified, Outlook, Public Speaking, Event Management, Event Planning, Social Media, Marketing, Social Networking, Sales, Sports Marketing, Intercultural..., Project Management, Project Planning, Social Media Marketing, Management, Leadership, Marketing Communications, PowerPoint, Sports, Data Entry
Education
Eastern Michigan University 2014 — 2016
Master of Business Administration (M.B.A.), 3.94
Central Michigan University 2003 — 2007
Bachelor's Degree, Sport Management, 3.46
Florida Breast Cancer Resource Network 1997 - Present
Sunbelt Developers 1988 - 1990
Burger King Corporation 1985 - 1988
Zimmer, Fishbach & Hertan 1982 - 1985
Chemical Bank 1974 - 1978
Education
Maurice A. Deane School of Law at Hofstra University 1975 — 1978
J.D., Law
City University of New York-Brooklyn College 1970 — 1974
B.A., Sociology, Psychology
Fiorello LaGuardia High School of Music and the Arts 1970 — 1974
Music - voice
TIAA-CREF March 2015 - Present
TIAA-CREF November 2011 - February 2015
TIAA-CREF September 2009 - November 2011
The University of North Carolina's Kenan-Flagler Business School June 2009 - August 2009
Goldman, Sachs & Co. March 1992 - February 2008
Chemical Bank September 1990 - February 1992
The First Boston Corporation June 1984 - March 1990
Chemical Bank July 1978 - August 1982
Education
Columbia University - Columbia Business School 1982 — 1984
Master of Business Administration (M.B.A.), Finance
Duke University, A.B. Economics and Spanish 1974 — 1978
A.B., Economics and Spanish, Magna Cum Laude
Eugene Jung Consulting, Inc. November 1991 - Present
Blue Shield of California November 1991 - Present
Chemical Bank January 1981 - January 1991
United States Air Force April 1970 - November 1973
Skills
Programming, Systems Analysis, Technical Project..., SDLC, Health Insurance, Business Requirements, Requirements Analysis, Medicaid, Business Analysis, Process Improvement, Integration, Software Documentation, Access, Requirements Gathering, HIPAA, ETL, Vendor Management, Health Policy, Managed Care, Visio, Healthcare Information..., SOA, Medicare, Business Intelligence, Enterprise Architecture, Data Analysis, PMO, Data Warehousing, Data Modeling
Education
City University of New York-Herbert H. Lehman College 1968 — 1979
BA, Psychology
Brooklyn Technical High School 1964 — 1968
JPMChase March 2005 - Present
Chemical Bank February 1980 - Present
Skills
Banking, Information Security, Operational Risk, Business Continuity, Enterprise Risk..., ITIL, Disaster Recovery
Education
Brooklyn College 1978 — 1982
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Paychex Inc July 2005 - Present
J C Penny July 2004 - July 2005
Newark Beth Israel Medical Center September 2000 - August 2001
Kelly Services @ Philip Morris January 2000 - September 2000
Allied Your Office Partner November 1998 - September 1999
Corporate Express September 1995 - October 1998
Vision Limited Partners June 1993 - August 1995
Datex June 1990 - June 1993
Chemical Bank October 1988 - May 1990
Mitsui Trust and Banking International June 1986 - September 1988
Skills
Accounts Receivable, Accounts Payable, Benefits Administration, Data Entry, Outlook, Employee Benefits, Microsoft Excel, Employee Relations, Multi-State Sales Tax, Garnishments, Microsoft Word, Customer Service, QuickBooks, Human Resources
Education
Brooklyn College 1984 — 1986
Accumulated credits, Accounting
St Joseph High School 1980 — 1984
General Diploma, Academics
Fairleigh Dickinson University New Jersey
Bachelor's Degree, Business, A+
NEW YORK PRIME BUSINESS SOLUTIONS, INC. May 2011 - Present
SAFEGUARD SERVICES, LLC December 2008 - January 2012
JENCO SECURITY SERVICES, INC July 1991 - December 2008
Interboro Institute January 1998 - January 1999
NYC DEPARTMENT OF INVESTIGATION November 1988 - June 1991
ENSIGN BANK August 1987 - November 1988
Chemical Bank June 1982 - August 1987
Skills
Certified Fraud Examiner, Polygraph Examiner, Investigators, Pre-employment Testing, Insurance Fraud, Fraud Detection, Health Care Fraud, Fraud Claims, Corporate Fraud, Private Investigations, Bank Fraud, Process Server, Notary Public, Police, Surveillance, Enforcement, Forensic Analysis, Investigation, Background Checks, Criminal Justice, Fraud, Crime Prevention, Evidence, Interrogation, Security Management, Internal Investigations, Executive Protection, Corporate Security, Security, Criminal Investigations, Security Training, Personal Protection, Asset Protection, Counterterrorism
Education
City University of New York-John Jay College of Criminal Justice 1998 — 2000
Masters, Security Management
Mercy College
BS Degree, Criminal Justice
Law Debenture Trust Company of New York July 2009 - August 2012
HSBC Bank USA, National Association December 2005 - March 2009
JPMorgan Chase 2005 - 2005
The Bank of New York December 2001 - December 2004
Mizuho Trust & Banking Co. (USA) March 1995 - December 2001
Bankers Trust Company January 1985 - March 1995
Chemical Bank July 1972 - December 1984
Skills
Banking, Bankruptcy, CRM, Relationship Management, Restructuring, Corporate Law, Training, Sales, Risk Management, Bonds, Corporate Finance, Financial Markets, Financial Structuring, Management, Securities
Education
Hunter College
Business Administration and Management, General
Pace University
Business Administration and Management, General
TD May 2015 - Present
TD Bank Group March 2010 - Present
TD Bank Group May 2006 - March 2010
TD Bank Group (legacy Commerce Bank) September 2001 - May 2006
EAB November 1992 - September 2001
Bank of Tokyo Trust Company 1989 - 1992
Chemical Bank 1985 - 1989
Skills
Real Estate, Credit, Banking, Risk Management, Commercial Real Estate, Financial Risk, Management, Loans, Strategic Planning, Credit Analysis, Commercial Lending, Business Development, Portfolio Management, Financial Services, Commercial Banking, Real Estate Economics, Commercial Mortgages, Mortgage Lending, Underwriting, Investments, Asset Management, Loan Origination, Credit Risk, Capital Markets, Real Estate Financing
Education
College of the Holy Cross 1981 — 1985
Bachelor of Arts, Economics
Deutsche Bank Securities, AML data analysis (duplicitive orders,fx washes) RFL database developement July 2014 - Present
NRDC – Natural Resources Defense Council January 2014 - June 2014
Kelly Services / Mcgraw-Hill Financial / Standard and Poor’s Capital IQ –Global Market Intelligence October 2013 - November 2013
1877femtrip.com August 2006 - October 2013
JPMorgan Chase September 2003 - June 2005
Chemical Bank August 1989 - September 2003
Advanced Systems Development, Inc 1985 - 1987
Skills
Business Analysis, Project Management, XML, Access, Microsoft SQL Server, Databases, Analysis, CRM, E-commerce, VBA, Technical Writing, Finance, Microsoft Excel, Email Marketing, SharePoint, Visio, Microsoft Word, SQL, SDLC, Requirements Analysis, Data Analysis, Financial Analysis, Software Project..., Requirements Gathering
Education
City University of New York-Brooklyn College 1981 — 1985
Bachelor of Science (BS), Computer Science
Arcis Investments, Inc. July 2003 - Present
Euro American Advisors, Inc. January 1997 - June 2003
Citicorp Real Estate September 1991 - December 1996
Jones Lang Wootton June 1989 - September 1991
Chemical Bank June 1985 - August 1987
Skills
Real Estate Investor, Commercial Real Estate, Real Estate Financing, Real Estate Broker, Brokerage, Leases, Investment Properties, Real Estate, Property Management, Due Diligence, Negotiation, Financial Analysis, Sales, Budget, Real Estate Transactions, Investors, Real Estate Development, Loans, Tenant Representation, Real Estate Economics, Lease Negotiations, Disposition, Budgets, Land Acquisition, Mergers & Acquisitions, Foreclosures, Short Sales, Investments, Apartments, Portfolio Management, Business Strategy, Asset Management, Shopping Centers, Commercial Mortgages, Location Intelligence, Landlord, Residential Homes, Real Estate Private..., Buyer Representation, Lease Administration, Entitlements, Sellers, International Real..., Acquisitions, Valuation, Tenant, Contract Negotiation, Investment Banking, Credit Analysis, Corporate Real Estate
Education
Columbia Business School 1987 — 1989
Master of Business Administration (M.B.A.), Finance, General
Skidmore College 1981 — 1985
Bachelor of Science (BS), Business/Managerial Economics
Suffield Academy 1976 — 1980
College Preparatory, 9 - 12
jacobshyatt enterprise January 2008 - Present
Chemical Bank January 1987 - January 1989
Education
Brooklyn College 1986 — 1989
erasmus hall high school 1983 — 1986
Chemical Bank January 2014 - Present
Chemical Bank July 2013 - January 2014
The Comfort Inn and Suites 2011 - 2013
The Pinnacle Center June 2011 - October 2011
Skills
Customer Service, Organizational..., Leadership, Dependable Team Player, Team Management, Communication, Sales, Customer Experience, Customer Satisfaction, Hospitality, Teamwork, Time Management, Training
Education
Central Michigan University 2010 — 2013
Bachelor of Science in Business Administration, Hospitality Administration/Management
Grand Rapids Community College 2008 — 2010
Chemical Bank May 2014 - Present
The Sweet Shop December 2007 - Present
Skills
Microsoft Office, Customer Service, Public Speaking, Event Planning, Leadership, Social Media, Microsoft Excel
Education
Central Michigan University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Major:Political Science Concentration Public Administration
Ivan Goldberg LLC Special Events August 2004 - Present
Barbara Boggs Associates Inc. July 1994 - July 2004
Washington Inc. May 1986 - June 1994
ABC News February 1984 - April 1986
Chemical Bank September 1980 - December 1982
Skills
Event Management, Financial Management, Logistics Management, Project Management, Strategic Planning, Vendor Management, Database Design, Graphic Design, Venue Search, National Accounts, Press Relations, Nonprofits, Entertainment, Corporate Events, Special Events..., Transportation..., Catering, Menu Development, Contract Negotiation, Lighting Design, Leadership, Public Relations, Marketing Communications, Strategic Communications, Management, Event Planning, Fundraising
Education
College of Charleston
Chemical Bank November 2014 - Present
Northwestern Bank 2013 - Present
Skills
Banking, Credit, Loans, Portfolio Management, Commercial Banking
Education
Central Michigan University
BSBA, Finance
Pace University - Lubin School of Business
MBA
home June 1970 - Present
cbs discount stores 1970 - 2013
Chemical Bank June 1967 - August 1967
Skills
Customer Service, Cashiering, Retail, Retail Sales, Telephone Skills, Teamwork, Customer Satisfaction
Education
City University of New York-Brooklyn College 1967 — 1970
Elementary Education and Teaching, Math
Royal Technologies Corp. September 2011 - Present
Chemical Bank March 2009 - July 2011
BC Pizza May 2004 - January 2011
Grand Hotel- Mackinac Island June 2006 - October 2006
Education
Central Montcalm High School 1999 — 2003
High School Diploma, GPA 3.089
Central Michigan University
Montcalm Community College
Chemical Bank August 2015 - Present
Chemical Bank May 2011 - Present
Chemical Bank January 2008 - May 2011
Trivalent Group, Inc. January 2000 - January 2008
Mid Michigan Community College January 1998 - January 2000
Skills
Technical Support, Access, Customer Service, Banking
Education
Central Michigan University
Computer/Information Technology Administration and Management