Chemical Bank
Industry: Bank holding company
DescriptionChemical Bank was a bank with headquarters in New York City from 1824 until 1996. At the end of 1995, Chemical was the third-largest bank in the U.S., with about $182.9 billion in assets and more than 39,000 employees around the world. Headquarters: Midland, Michigan, United States Successor: JPMorgan Chase CEO: Thomas C. Shafer (21 Jun 2017–) Number of employees: 39,078 (1995) Parent organization: Chemical Financial Corporation Subsidiaries: Corn Exchange Bank, CFC Financial Services, Inc.,
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Chemical Bank Employees
Fiduciary Trust Company June 2010 - Present
Morgan Stanley June 2007 - October 2009
US Trust September 2000 - June 2007
United States Trust 2000 - 2007
Chemical Bank September 1988 - August 2000
Education
Fordham University
BS, Finance & Economics
Starbucks November 2014 - Present
Walgreens April 2013 - November 2014
Chemical Bank May 2014 - August 2014
Skills
Microsoft Office, Customer Service, Merchandising, Operations Management, Time Management, Customer Satisfaction, Inventory Management, Team Leadership, Troubleshooting, Teamwork, Leadership, Outlook, Computer Hardware
Education
Ferris State University 2012 — 2016
Bachelor of Science (BS) (In Progress), Computer and Information Systems Security/Information Assurance
Corunna High School 2008 — 2012
Country Club Bank August 1996 - Present
Stinson Mag & Fizzell August 1991 - August 1996
Chemical Bank December 1986 - July 1988
Skills
Capital Markets, Commercial Lending, Investments, Finance, Consumer Lending, Banking, Loans, Risk Management, Mortgage Lending, Credit, Commercial Banking, Financial Analysis, Loan Origination, Underwriting, Retail Banking, Due Diligence
Education
Georgetown University Law Center 1988 — 1991
Doctor of Law (J.D.)
Georgetown University 1982 — 1986
Bachelor of Arts (B.A.), History
Chase Manhattan Mortgage Corp. June 1998 - December 1999
BankAmerica Mortgage January 1993 - May 1998
Chemical Bank 1988 - 1992
Standard & Poor's 1982 - 1985
Skills
Credit Analysis, Credit Risk, Loans, Portfolio Management, Fixed Income, MBS, Financial Risk, Financial Modeling, Underwriting, Banking, Credit, Mortgage Lending, Finance, Loan Origination, Structured Finance, Financial Markets
Education
Drew University 1967 — 1971
Bachelor of Arts (B.A.), Economics
NYU
FirstMerit Bank October 2005 - Present
Chemical Bank June 1981 - October 2005
Skills
Banking, Loans, Commercial Lending, Small Business Lending, Commercial Banking, Consumer Lending, Training, Lines Of Credit, Mortgage Lending, Branch Management, Business Development, Sales, Credit, Loan Origination
Education
Northwood University 2006 — 2008
Bachelor of Business Administration
Delta College 1981 — 1985
Associates in Finance
Huizinga Rebuilding & Truck Parts, Inc. June 2013 - Present
Chemical Bank November 2012 - June 2013
Green Valley Agriculural, Inc. March 2006 - December 2011
Skills
Vegetable Gardening, Hobby Farms, Writing, Microsoft Office, Accounts Payable, Accounts Receivable, Inventory Management, Data Entry, Spreadsheets, Research
Education
Grace Bible College 2007 — 2011
Bachelor of Arts (BA), Interdisciplinary Studies
Mercantile Bank of Michigan December 2012 - Present
Macatawa Bank February 2011 - December 2012
Byron Bank May 2007 - February 2011
Fifth Third Bank 1999 - 2007
Chemical Bank 1997 - 2000
Skills
Customer Service, Non-Profit Board..., Management, Loans, Hiring Personnel, Employee Management, Risk Management, Sales, Sales Management, Performance Improvement, Commercial Banking, Banking, Consumer Lending, Mortgage Lending, Branch Management, Treasury Management, Coaching, Team Building, Human Resources
Education
Central Michigan University 2013 — 2015
Master of Science in Administration, Leadership
Ferris State University 1997 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration, 3.8
Grand Valley State University 1996 — 1997
Chemical Bank January 2014 - Present
1st Source Bank 1998 - 2013
First of America Bank May 1994 - May 1998
Skills
Customer Satisfaction, Loyalty Research, Branch Network..., Market Research, Market Intelligence, Marketing Strategy, Marketing Management, Market Potential..., Market Share Analysis, Compliance, Microsoft Office, Sales, Advertising, Management, Marketing, Product Development, Risk Management
Education
Eastern Michigan University 1990 — 1993
Master of Business Administration (MBA), Marketing, 3.48
Ferris State University 1975 — 1979
Bachelor's degree, Business Administration, 3.40
Cottage Accents January 2005 - Present
Great Lakes Media & Design March 2004 - Present
AuSable Valley Community Mental Heath Authority December 2014 - Present
Chemical Bank May 2013 - July 2014
White Realty 2008 - 2010
Gratiot Animal Hosptial 2007 - 2010
O.J. Advertising, inc. 1996 - 2004
CMW Real Estate 1992 - 1998
Skills
Human Resources, ADP Payroll, Sales, Public Relations, Microsoft Office, Customer Service, Graphic Design, Customer Satisfaction, SEO, Strategic Planning, Contract Negotiation, Management, Retail, Web Design, Negotiation, E-commerce, FHA, Marketing, Event Planning, Licensed Real Estate..., Customer Retention, Customer Oriented, Public Speaking, Marketing Strategy, Advertising, Marketing Communications, Social Media Marketing, Human Resources...
Education
Kirtland Community College 2012 — 2015
Business Management
Bridgeport High School, MI 1983 — 1986
Delta College
Business Management
Markit April 2013 - Present
Edward M Marhefka, LLC July 2012 - Present
Morgan Stanley April 1997 - January 2012
Lehman Brothers April 1994 - April 1997
Bank of America January 1991 - April 1994
Bankers Trust December 1985 - January 1991
Chemical Bank June 1982 - December 1985
Skills
Securities, Prime Brokerage, Investments, Securities Lending, Financial Services, Cash Management, Hedge Funds, Fixed Income, Series 7, Alternative Investments, Asset Managment, Capital Markets, Derivatives, Series 63, Trading
Education
Fairleigh Dickinson University 1980 — 1988
MBA, Finance
The College of New Jersey 1976 — 1979
Bachelor of Science, Criminal Justice
City2Shore Real Estate January 2013 - Present
Chemical Bank September 2010 - January 2013
Rehmann January 2009 - September 2010
Perrigo August 2008 - December 2008
Trans-Matic Mfg. Co May 2008 - August 2008
Foremost Insurance May 2007 - August 2007
Skills
Credit Analysis, Self-motivated..., Tax Returns, Youth Leadership, Leadership, Financial Analysis, Residential Homes, Real Estate, Accounting, Listing Homes, Loans, Selling, Buyer Representation, Customer Service, Sales, Strategic Planning, First Time Home Buyers
Education
Hope College 2005 — 2009
Bachelor of Arts (B.A.), Accounting
Ferris State University 2004 — 2004
Michigan One Community Credit Union April 2013 - Present
Mindful Empowerment July 2012 - Present
Preferred Federal Credit Union August 2005 - December 2009
Indpendent Bank 2002 - 2005
Independent Mortgage Company January 1999 - January 2002
Chemical Bank 1990 - 1994
Skills
Communication, Customer Service, Training, Leadership, Management, Critical Thinking, Track Record Of..., Bookkeeping, Business, Public Speaking, Community Outreach, Time Management, Loans, Project Planning, Mortgage Lending, Finance, Strategic Planning, Banking, Consumer Lending, Microsoft Office, Event Planning, Credit, Team Building, Coaching, Microsoft Word, Social Networking
Education
Ferris State University 2010 — 2012
Bachelor of Science (BS), Applied Speech Communication
Montcalm Community College 1989 — 2010
Associates, Liberal Studies
American Institute of Banking 1998 — 2004
Diploma, General Banking
Central Montcalm High School
Ferris State University 2012 - Present
Chemical Bank May 2012 - July 2013
Forest Dunes Golf Course 2011 - 2012
Skills
Microsoft Excel, PowerPoint, Time Management, Microsoft Word, Microsoft Office, Customer Service, Teamwork, Access, Accounting, Finance, Banking, Data Entry, Public Speaking, Outlook
Education
Ferris State University 2012 — 2016
Bachelor's degree, Sports Marketing
Kirtland Community College
Spectrum Health Big Rapids Hospital February 2015 - Present
Spectrum Health Big Rapids & Reed City Hospital December 2008 - Present
The Pioneer April 2005 - December 2008
Chemical Bank 2004 - April 2005
Interphase Interiors 1997 - April 2004
Haworth 1987 - 1997
Skills
Customer Service, Teamwork, Strategic Sourcing, Public Speaking, Microsoft Excel, Microsoft Office, Supply Chain Management, Microsoft Word, PowerPoint, Account Management, Cross-functional Team..., Department Budgeting, Strategic Planning, Conflict Resolution, Contract Negotiation, Contract Management, Legal Assistance, Legal Research, Training, Process Improvement, Leadership, Management, Event Planning, Team Building
Education
Leadership Mecosta 2007 — 2007
Ferris State University
Associate of Arts and Sciences (AAS), Paralegal Studies
Grand Valley State University
Bachelor of Business Administration (BBA), Management
Radnor Township School District December 2009 - Present
Villanova University August 2010 - Present
M. Cohen and Sons December 2013 - January 2015
St. Joseph's University December 2008 - December 2012
Deloitte January 1987 - June 1992
United Hospitals, Inc. 1985 - 1986
Chemical Bank July 1978 - December 1983
Skills
Strategic Planning, Teaching, Public Speaking, Management Consulting, Fundraising, Corporate Development, Theology, Leadership, Ethics, Non-profits, Staff Development, Corporate Finance, Religion, Acquisition Integration, Editing, Nonprofits, Community Outreach, Strategy, Marketing, Higher Education, Curriculum Design
Education
University of Pennsylvania - The Wharton School 1984 — 1985
MBA, Finance, Healthcare
Westminster Theological Seminary 2002 — 2007
Master of Divinity (MDiv), Biblical Studies
Georgetown University 1974 — 1978
BSFS, International Economics
Chemical Bank September 2014 - Present
Garden Goods May 2009 - August 2014
Ferris State University December 2012 - April 2013
Sweet Asylum August 2008 - April 2010
Skills
Digital Photography, Web Design, CSS, Wood Carving, Jewelry Design, Handmade Jewelry, Photoshop, Illustrator, Weebly, Mac OS, Backpacking
Education
Ferris State University 2010 — 2015
Psychology
Bed Bath & Beyond January 2012 - February 2013
Practical Management - Advisory Services March 2011 - January 2012
Arch Insurance Group March 2002 - December 2010
KPMG Consulting June 1998 - November 2001
Coutts & Co USA August 1994 - May 1998
UNIBANK A/S August 1989 - August 1994
CHEMICAL BANK January 1984 - August 1989
ALLIED BANK INTERNATIONAL March 1981 - December 1983
Education
Franklin & Marshall College 1976 — 1980
BA, Economics
Tabor Academy 1973 — 1976
Self Employed November 2011 - Present
UBS October 2006 - November 2011
McCracken Financial Software September 2005 - September 2006
MortgageRamp April 2002 - September 2005
Reaxon LLC October 2000 - August 2001
Madison Real Estate Technologies June 1998 - September 2000
Deloitte & Touche June 1995 - April 1998
Chemical Bank April 1991 - August 1993
National Westminster Bank June 1987 - April 1991
Skills
Product Management, SDLC, Business Development, Business Strategy, Commercial Real Estate, CMBS, Business Analysis, Process Improvement, Project Management, Due Diligence, Real Estate, Capital Markets, Asset Managment, Real Estate Economics, Asset Management, Finance, Banking, Portfolio Management
Education
Duke University - The Fuqua School of Business 1993 — 1995
MBA
Mount Saint Mary's College 1983 — 1987
BS
UCB Biosciences Inc April 2013 - Present
UCB Inc December 2005 - March 2013
Project GRAD Atlanta 2003 - 2005
Standard Press Inc 1999 - 2002
GEAC 1994 - 1997
Dun & Bradstreet 1987 - 1994
Colt Industries, Inc. 1984 - 1987
Chemical Bank 1982 - 1984
Skills
Financial Reporting, Financial Analysis, Internal Controls, Accounting, Cash Flow, Auditing, Budgets, Financial Accounting, Strategic Financial..., Managerial Finance, Financial Audits, Strategic Planning, General Ledger, SAP, Microsoft Excel, Finance, ERP, Mergers & Acquisitions, Management, Consolidation
Education
Fordham University - Graduate School of Business Administration 1989 — 1992
Master of Business Administration (MBA), Finance, General
Pace University 1978 — 1982
BBA, Accounting
Saidis, Sullivan and Rogers 2014 - Present
Julian Gray Associates September 2009 - 2014
Commonwealth of Pennsylvania April 2007 - August 2009
Commonwealth of Pennsylvania September 2005 - April 2007
United States District Court for the Western District of Pennsylvania September 1994 - September 2003
Court of Common Pleas, Lawrence County, PA 1993 - 1994
Chemical Bank October 1988 - August 1990
Skills
Healthcare Law and..., Estate Planning., Administrative Law and..., Federal Court Practice..., Long Term Care, Legal Writing, Legal Research, Trusts, Tax Law, Medicare, Medicaid, Estate Administration, Courts, Administrative Law, Civil Litigation, Estate Planning, Long-term Care, Wills, Litigation, Mediation
Education
Duquesne University School of Law
JD
Irish Centre for Human Rights, National University of Ireland, Galway
Master of Laws (LLM), International Law and Legal Studies
Chemical Bank November 2014 - Present
Northwestern Bank January 2012 - November 2014
Fifth Third Bank July 2010 - January 2012
Fifth Third Securities January 2003 - July 2010
Huntington National Bank June 2000 - January 2003
Morgan Stanley May 1999 - June 2000
Skills
Banking
Education
Grand Valley State University
Ferris State University
CROSSMARK June 2011 - Present
CROSSMARK January 2004 - June 2011
Foremost Insurance March 2002 - January 2004
Chemical Bank June 2001 - March 2002
Skills
Sales, Customer Service, Management, Account Management, Microsoft Excel, Budgets, Microsoft Office, Marketing, Human Resources, Outlook, PowerPoint, Strategic Planning, Team Building, Coaching, Project Management, Training, Leadership, Retail
Education
Ferris State University 1998 — 2001
Bachelor, Finance
Realty International Inc January 1983 - Present
Capital Circulation Corp January 1986 - December 2008
Chemical Bank September 1981 - September 1984
Skills
Investment Properties, Relocation, Real Estate, Sellers, Condos, Residential Homes, Townhomes, Listings, Single Family Homes, Property Management, Buyer Representation, New Home Sales, Investors, REO, First Time Home Buyers, Rentals, Property, Real Estate Transactions, Commercial Real Estate, Brokerage, Buyers
Education
Rutgers University School of Law - Newark 1987 — 1992
JD, Criminal Law
New York University - Leonard N. Stern School of Business 1980 — 1981
MBA, International Management
Georgetown University
Bachelor of Science, Languages & Linguistics
Cross Culture Coach LLC 2011 - Present
FINRA 2008 - 2011
Society for Worldwide Interbank Financial Telecommunication(SWIFT) 2005 - 2008
Citigroup(London) 1999 - 2005
Citibank 1988 - 1998
Chemical Bank 1984 - 1988
Skills
Leadership, Risk Management, Compliance, Financial Markets..., Financial Markets..., Strategy, Crisis Management, Turnaround Experience, Global Operations, Transaction Services, Transaction Banking, Innovation, Cross Cultural..., Board Director..., Operating Committee..., International Joint..., Financial Markets, Financial Services, Hedge Funds, Securities, Restructuring, Enterprise Risk..., Settlement, Finance, Change Management, Financial Institutions, Securities Lending, AML, Global Custody, Operational Risk, Cash Management, Capital Markets, Equities, Mergers
Education
Fordham University
Bachelor of Science
Harvard University
Executive Management Program
Stanford University
Executive Management Program
TechPar Group February 2011 - Present
Reval.com, Inc. April 2010 - Present
News Corp March 2013 - November 2013
Fidelity & Guaranty Life Insurance May 2011 - June 2013
Becton Dickinson January 2012 - September 2012
Perception Advisors 2008 - February 2011
PricewaterhouseCoopers 1993 - 2008
KMPG January 1983 - January 1993
Chemical Bank January 1978 - January 1983
First Pennsylvania Bank January 1970 - January 1978
Skills
FX, Currency, Operational Risk, Enterprise Risk..., Political Risk Analysis, Commodities, Risk, Risk Management, Derivatives, Hedging, Trading, Trading Systems, Rates, Stress Testing, Reputation, Fixed Income, Market Risk, Options, Liquidity Risk, Credit Risk, Economic Capital, Swaps, Money Market, Internal Audit, Compliance, FX Options, Commodity, FX trading, Liquidity, Forwards, Capital Markets, Financial Risk, Pensions, Governance, Treasury
Education
Drexel University - LeBow College of Business
MBA
Rutgers University-New Brunswick
BA
University of Pennsylvania - The Wharton School
Executive Education
Federal Reserve Bank of New York September 2011 - Present
Credit Suisse 2001 - 2009
Bank Austria Creditanstalt 1999 - 2000
First Union National Bank 1995 - 1999
Chemical Bank 1976 - 1995
Skills
Banking, Credit, Loans, Investment Banking, Credit Risk, Commercial Banking, Leadership, Investments, Financial Institutions, Risk Management, Management, Fixed Income, Credit Analysis, Corporate Finance, Capital Markets
Education
Fairfield University 1972 — 1976
B.A., Economics
C4 Services, LLC 2003 - Present
Alumni Association Board of Directors DePauw University 2009 - 2011
SG Cowen Securities 1999 - 2001
UBS 1993 - 1999
Chemical Bank 1992 - 1993
Skills
Wealth Management, Public Speaking, Private Equity, Non-profits, Fundraising, Marketing, Negotiation, Corporate Communications, Event Planning, Strategy, Team Building, Nonprofits, Strategic Partnerships, Strategic Planning, Small Business, Start-ups, Public Relations, Entrepreneurship, Business Planning, Marketing Strategy, Management Consulting, Business Strategy, Social Media Marketing, Social Media, Leadership, Online Marketing, Marketing Communications, Online Advertising, New Business Development, Email Marketing, Event Management, Business Development, Board Development
Education
DePauw University 1981 — 1985
Engine Capital Management LLC April 2014 - Present
The Leukemia & Lymphoma Society April 2010 - Present
SLZ Capital Management, LLC March 2011 - April 2014
JP Morgan April 2010 - November 2010
Silver Point Capital October 2003 - July 2009
Whitney & Co. March 2001 - April 2003
Katonah Capital March 2000 - March 2001
Gabelli Asset Management March 1993 - March 2000
Chemical Bank September 1988 - September 1990
Skills
Hedge Funds, Private Equity, Asset Managment, Alternative Investments, Financial Modeling, Valuation, Due Diligence, Equities, Investments, Financial Analysis, Fixed Income, Portfolio Management, Capital Markets, Corporate Finance, Mergers, Bonds, Derivatives, Risk Management, Finance, Investment Banking, Start-ups, Asset Management, Mutual Funds, Forecasting, Financial Services, Financial Structuring, Accounting, Bloomberg, Loans, Securities, Venture Capital, Restructuring
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance / International Business
Georgetown University 1984 — 1988
BA, Economics
Fordham Preparatory School 1980 — 1984
SunTrust Bank 2004 - Present
SunTrust Bank 2003 - 2004
SunTrust Bank February 2001 - 2003
Michigan National Bank June 1997 - February 2001
Michigan National Bank June 1997 - 1999
Chemical Bank 1990 - June 1997
Chemical Bank 1987 - 1990
Chemical Bank 1985 - 1987
Chemical Bank 1979 - 1985
Skills
AutoCAD, Microsoft Office, Dividend..., Proprietary Mutual Fund..., Loan Officer, Reorg Processing, SEI Trust 3000, Banking, Cash Management, Trust Services, Fixed Income, Wealth Management, Investments, Loans, Credit
Education
ABA National Trust School 2010 — 2010
Graduate, Banking and Financial Support Services
Cannon Financial Institute 2005 — 2006
Banking and Financial Support Services
Delta College 1984 — 1986
Associate of Arts (A.A.), Paralegal Studies
Mid Michigan Community College 1977 — 1979
Transfer credit, General Studies
EdgeConsulting 2000 - Present
Southeast Georgia Urology 1997 - Present
Chemical Bank 1989 - 1994
Carson & Associates 1987 - 1989
Ernst & Young January 1986 - July 1987
Skills
Requirements Analysis, Integration, Databases, Analysis, SQL, Project Management, Software Project..., Business Analysis, Management
Education
The George Washington University
Masters Degree, Information Systems Technology
Emory University
Bachelor's of Arts, Computer Science and Mathematics
JPMorgan Chase November 2006 - Present
JPMorgan Chase August 1998 - July 2003
CIBC World Markets November 1992 - July 1998
Chemical Bank 1985 - 1992
Skills
Capital Markets, Credit Risk, Risk Management, Credit, Corporate Finance, Country risk, Fixed Income, Financial Risk, Country Risk Analysis
Education
Fordham University - Graduate School of Business Administration 1988 — 1991
MBA, Finance
Georgetown University 1981 — 1985
BA, English
Stonehouse Mgmt January 2000 - Present
Bernardsville Centre, LLC 2000 - Present
The Olde Mill Inn and Grain House Restaurant 1995 - Present
Marine Midland Bank 1985 - 1986
Chemical Bank 1984 - 1985
Education
Duke University - The Fuqua School of Business
Gettysburg College
Chemical Bank VP - Commercial Relationship ManagerCitizens Bank - FlintJune 1988 - November 2010
Education
Ferris State University 1984 — 1988
BS, Accounting
Chemical Bank November 2014 - Present
kay jewelers June 2012 - August 2014
Target June 2011 - February 2013
giggle December 2010 - March 2011
Private Nanny June 2009 - June 2010
Goddard School November 2007 - June 2009
La Petite Academy July 2007 - November 2007
Skills
Early Childhood..., Child Development, Customer Service, Microsoft Office, Event Planning, Social Media, PowerPoint, Microsoft Word, Non-profits, Microsoft Excel, Outlook, Higher Education, Photoshop, Proofreading, Childcare, Telephone Skills, Data Entry, Interpersonal..., Visual Merchandising, Leadership, Time Management, Merchandising, Teaching, Sales, Critical Thinking, Teamwork, Retail Sales, Retail, Cashiering, Staff Development, Training, Inventory Management, Social Networking, Facebook
Education
Denison University 2003 — 2007
Bachelor, Educational Studies
Chemical Bank August 2005 - Present
Rehmann Robson July 2003 - July 2005
Wells Fargo Audit Services 1996 - 2003
Skills
Auditing, Internal Controls, Internal Audit, Sarbanes-Oxley Act, Risk Assessment, Banking, Anti Money Laundering, Bank Secrecy Act, Management
Education
Ferris State University 1989 — 1993
Bachelor of Science, Major: Accountancy
Performance Equity Management, LLC October 2012 - Present
GM Asset Management December 2006 - September 2012
Promark Global Advisors September 2000 - September 2003
Promark Global Advisors January 2000 - August 2000
General Electric Asset Management July 1995 - January 2000
Chemical Bank January 1990 - July 1995
Chemical Bank World Trade Corporation October 1988 - January 1990
APPLETON & LANG, Division of Simon & Schuster August 1987 - September 1988
NYNEX January 1985 - July 1987
Skills
Investments, Performance Measurement, Team Building, Operations Management, Performance Attribution, Asset Managment, Hedge Funds, Alternative Investments, Portfolio Management, Investment Management, Bloomberg, Private Equity, Valuation, Financial Modeling, Financial Analysis, Risk Management, Equities, Due Diligence, Fixed Income, Investment..., Asset Management, Mutual Funds, Securities, Asset Allocation, Finance, Financial Risk, Trading, Derivatives, Strategy, Capital Markets, Management, Analysis, Financial Services
Education
Pace University - Lubin School of Business 1990 — 1994
MBA, Business Administration; Investments and Portfolio Management
Florida Southern College 1980 — 1984
B.S., Economics
DeKalb County Government April 2011 - Present
Community Development & CRA Consulting February 2010 - Present
Freddie Mac July 2003 - January 2010
Office of the Comptroller of the Currency April 1996 - July 2003
The Atlanta Project October 1992 - April 1996
Chemical Bank May 1986 - September 1992
United Way of September 1979 - May 1986
Education
Fordham University 1977 — 1980
MSW, Administration
Spelman College 1972 — 1976
B.A, Education
Applied Imaging September 2010 - Present
Comstock House Bed & Breakfast April 2007 - September 2010
Chemical Bank 2004 - 2005
Ferris State University 2001 - 2004
Education
Ferris State University 2001 — 2005
Bachelors, Business Administration
Resurgent Performance, Inc. September 2010 - Present
L. T. Hall - Transformational Bank Consulting February 2009 - March 2010
Cornerstone Advisors, Inc June 2008 - February 2009
Brintech January 2006 - June 2008
Earnings Performance Group February 1997 - January 2006
US Banking Alliance December 1994 - January 1997
Strategic Financial Alliances March 1987 - December 1994
Fleet Bank November 1982 - March 1987
Chemical Bank October 1981 - November 1982
C&S National Bank November 1978 - October 1981
Skills
Change Management, Banking, Risk Management, Financial Services, Real Estate, Strategy, Loans, Leadership, Financial Analysis, Profitable, Management Consulting, Sales Management, Turn Around Management, Credit, Strategic Planning, Process Improvement, Small Business Lending, Portfolio Management, Internal Controls, Financial Risk, Commercial Banking, Private Equity, Mortgage Lending, Financial Modeling, Enterprise Risk..., Financial Institutions, Strategic Financial..., Project Planning, Business Planning, Credit Risk, Business Strategy, Mergers & Acquisitions, Retail Banking, Marketing, Restructuring, Investments, Corporate Finance, Due Diligence, Business Analysis, Business Development, Finance, Contract Negotiation, Commercial Lending, Business Process..., Management, Consulting, Acquisition Integration, Executive Management, Mergers, Credit Analysis
Education
University of Georgia - Terry College of Business 1972 — 1976
BBA, Accounting
Georgia State University
Graduate Business Studies
Economist and Consultant June 2013 - Present
Espirito Santo Bank 2008 - 2013
UBS Wealth Management 2006 - 2008
SALOMON SMITH BARNEY 2001 - 2005
Merrill Lynch 1993 - 2001
Republic National Bank of N.Y. (Safra) 1989 - 1993
Chemical Bank 1987 - 1989
Skills
International Banking..., International Business, International Marketing, Private Banking, Retail Banking, Central Banks, Commodity Markets, Investments, Investment Advisory, Investment Strategies, Investment Management, Financial Risk, Market Risk, Geopolitics, American History, European History, Latin American culture, Latin American markets, European Markets, European Affairs, Political Economy, International Political..., Crisis Management, Structural Firefighting, Spanish Translation, Portuguese, Spanish, French, Broker-Dealer, Retail Brokerage, Market Research, Investment Research, Business Strategy, Current Affairs, Foreign Currency..., Commercial Real Estate, Market Analysis, Public Speaking, European Union, European Union Politics, Asset Management
Education
Georgetown University
Bachelor's Degree, Finance
Liceu Luis de Camoes
High School
INTL FCStone Inc. June 2013 - June 2014
Barclays Investment Bank October 2012 - March 2013
HSBC Securities September 2010 - February 2012
Greenwich Capital Markets, Inc. November 1997 - December 2008
National Westminster Bank plc 1993 - 1997
Chemical Bank 1986 - 1993
Manufacturers Hanover Trust 1988 - 1992
Skills
US Rates Business..., OTC Rate Derivatives..., Dodd Frank Title VII..., Client Clearing -..., Fixed Income, Derivatives, Trading, Structured Products, Capital Markets, Rates, Interest Rate..., Financial Services, FX Options, Securities, Risk Management, Banking, Credit, Finance, Financial Risk, Valuation, Hedge Funds
Education
Fordham University 1980 — 1984
Ba
Triboro Elevator Consultants,LLC January 2014 - Present
BOCA Group April 1997 - January 2014
Chemical Bank September 1990 - April 1997
Chemical Bank June 1989 - August 1990
Skills
Data Entry, Operations Management, Contract Negotiation, Contract Management, Outlook, Construction, Supervisory Skills, Human Resources, Facilities Management, Process Scheduler
Education
Farmingdale State University of New York 1990 — 1993
Associates, Office Management
Ajune Medical Day Spa December 1998 - December 2012
Castle Oil Corporation September 1995 - December 1997
Chemical Bank July 1994 - September 1995
Skills
Retail Buying, Retail Sales, Account Management, Management, Fundraising, Marketing, Retail, Entrepreneurship, Public Relations, Public Speaking, Leadership, Event Planning, Social Media Marketing, Sales, Social Networking, Social Media
Education
New York University - Leonard N. Stern School of Business 1997 — 1998
Master of Business Administration (MBA), Business Administration and Management, General
Duke University 1990 — 1994
Bachelor of Arts (BA), Political Science and Government/French
BB&T June 2015 - Present
JPMorgan Chase February 2001 - July 2013
JPMorgan Chase August 1997 - January 2001
Chemical Bank August 1988 - August 1997
Manufactures Hanover Trust January 1984 - July 1988
Skills
Change Management, Requirements Analysis, Software Documentation, User Acceptance Testing, Process Improvement, Quality Center, Risk Management, Testing, Agile Methodologies, SDLC, Functional..., Software Project..., Test Automation, Vendor Management, Banking, Mainframe, Business Analysis, Project Management, Disaster Recovery, Software Development, Leadership, Program Management, Quality Assurance, Requirements Gathering, PMO, Software Quality..., Business Requirements, PMP, Business Process..., SharePoint, Resource Management, Project Delivery, MS Project, IT Management, Waterfall, Test Strategy, Web Services, Analysis, Cross-functional Team..., Team Leadership, Information Technology, Management, Financial Services, Test Planning, Project Planning, Payments, Data Analysis, System Testing, Team Building, Manual Testing
Education
New York Institute of Technology 1994 — 1996
Management Information Systems, General
CW Post 1990 — 1991
Completed 24 credits towards Bachelor's degree, Business Management
Farmingdale State University of New York 1983 — 1989
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Farm Bureau Insurance of Michigan February 2015 - Present
Farmers Insurance Group of Companies March 2008 - February 2015
Foremost Insurance July 2006 - March 2008
Maurices August 2003 - April 2005
Chemical Bank September 2002 - July 2003
Century Bank & Trust January 2002 - August 2002
Applebee's August 2000 - May 2002
Skills
Property & Casualty..., General Insurance, Insurance, Customer Service, Commercial Insurance, Claim, Casualty, Legal Liability, Liability, Brand Management, Strategy, Marketing, Critical Thinking, Budget Management, Leadership, Consumer Insight, Economics, Casualty Insurance, Microsoft Office, Public Speaking, Training, Analysis, Negotiation, Claims Management, Social Media, Strategic Planning, Process Improvement, Relationship Building, Teamwork, Research, Facebook, Business Strategy, Business
Education
Northwood University - Richard DeVos Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Ferris State University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Kellogg Community College 2000 — 2002
N/A, General Studies
Branch Area Career Center 1998 — 2000
Computer Aided Drafting (CAD)
Coldwater High School 1996 — 2000
Diploma, General Studies
Lil Ridge Corgis April 1998 - Present
Comerica Bank October 1996 - Present
Citizens Bank June 1991 - October 1996
Chemical Bank September 1987 - September 1990
Skills
Credit, Microsoft Office, Loans, Mortgage Lending, Retail Banking, Banking, Credit Risk, Financial Analysis, Lotus Notes, Customer Retention
Education
Delta College 2005 — 2012
Associate's degree, Business, Management, Marketing, and Related Support Services
Yale New Haven Health System October 2011 - Present
Citizens Financial Group June 2006 - October 2011
Citizens Financial Group June 2000 - June 2006
People's United Bank August 1999 - June 2000
Macmanus Group September 1997 - May 1999
Chase February 1994 - September 1997
Chemical Bank February 1991 - February 1994
Skills
SQL, SDLC, Data Warehousing, ETL, Business Intelligence, Business Analysis, Analysis, SSIS, T-SQL, Banking, Access, SAS, VBA, OLAP, Analysis Services, Data Analysis, SSRS
Education
Fairfield University 1999 — 2002
MS, Software Engineering
Hofstra University 1992 — 1993
Certificate Computer Science
SUNY Fredonia 1985 — 1990
BS, Accounting
Nassau County Police Department April 1994 - August 2013
New York City Police Department July 1989 - April 1994
Chemical Bank January 1985 - July 1989
Skills
Police Investigations, Police Officers, Police Training, Police Administration
Education
Dowling College 2011 — 2014
Bachelor of Science (BS), Criminal Justice Management, Senior
Ferris State University November 2011 - Present
Chemical Bank February 1999 - October 1999
Skills
Higher Education, Student Financial Aid, Enrollment Management, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Community Outreach, Customer Service, Microsoft Word, Leadership, Management, Research, Time Management, Event Planning, Data Entry, Critical Thinking, Fundraising
Education
Ferris State University 1999 — 2014
Bachelor's degree, Integrative Studies
The Hackett Group 2015 - Present
Jeff Trickey Quarterback Camps May 2014 - 2015
Chemical Bank May 2013 - August 2013
New York Stock Exchange June 2011 - July 2011
Skills
Economics, Econometrics, Business Economics, Financial Accounting, Calculus, SPSS, Microsoft Excel, Team Leadership, Strategic Planning, Analytic Problem Solving
Education
Denison University 2011 — 2015
Bachelor of Arts, Economics with minors in Spanish and Communication
H.H. Dow High School 2007 — 2011
3.8 GPA, Cum Laude Honors
Grandville Public Schools May 2014 - Present
Chemical Bank October 2013 - May 2014
Chemical Bank May 2011 - October 2013
Knape & Vogt June 2010 - August 2010
Skills
Customer Service, Finance, Microsoft Technologies, Banking, Retail Banking, Commercial Banking, Problem Solving, Communication, Oral & Written..., Analysis, Internal Audit, Financial Audits, SharePoint, Phone Etiquette, Academic Achievement
Education
Ferris State University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Grand Rapids Community College 2011 — 2013
Associate of Arts (A.A.), Business Administration and Management, General
GroupM May 2015 - Present
Weiner & Associates, Inc. January 2007 - Present
Vitality Vending, Inc. September 2013 - Present
Gould McCoy February 2004 - December 2006
D.S. Wolf Group International, LLC July 2000 - February 2004
Ward Howell International January 1997 - June 1999
Johnson, Smith & Knisely January 1990 - December 1996
Marketing Corporation of America 1990 - 1991
Chemical Bank January 1987 - 1989
Eli Lilly August 1985 - December 1987
Skills
Strategic Planning, Forecasting, Marketing, Finance, Sales, Strategic Partnerships, Executive Search, PCB design, Start-ups, Entrepreneurship, Market Research, E-commerce, Strategy, Competitive Analysis, Management, SEM, Analytics, Business Development, Integrated Marketing, Executive Management, Management Consulting, Direct Marketing, Human Resources, Telecommunications, Market Planning, Digital Marketing, Market Analysis, New Business Development, Marketing Management, Leadership, Online Marketing, Brand Management, Digital Media, Web Marketing, B2B, CRM, Lead Generation, Business Planning, Online Advertising, Brand Development, Mergers & Acquisitions, Mobile Marketing, Nonprofits, Email Marketing, Business Strategy, Digital Strategy, P&L Management, Product Marketing, Cross-functional Team..., Consulting
Education
Duke University - The Fuqua School of Business
MBA
University of Massachusetts, Amherst
BA, Political Science
Dow Corning May 2015 - Present
Chemical Bank May 2014 - August 2014
Stephens and Moore Attorney at Law January 2012 - January 2014
Skills
Microsoft Office, Teamwork, Customer Service, SAP, Ariba, Public Speaking, Project Management, Leadership, Supply Chain Management
Education
Michigan State University 2014 — 2016
Bachelor's degree, Logistics, Materials, and Supply Chain Management
Ferris State University 2012 — 2014
Business Administration and Management, General
Barclays Capital Inc. / Lehman Brothers Inc. (TSA) September 2008 - October 2010
Lehman Brothers Inc. September 1999 - September 2008
Goldman Sachs May 1999 - September 1999
Donaldson Lufkins and Jenerette November 1986 - May 1999
Chemical Bank September 1978 - December 1988
Bank of New York October 1980 - November 1986
Lincoln First Commercial Corporation March 1979 - October 1980
Skills
Excelllent Problem...
Education
Far Eastern University
Bachelor of Science in Commerce
Weiner & Associates, Inc. January 2007 - Present
Vitality Vending, Inc. September 2013 - Present
Gould McCoy February 2004 - December 2006
DSWolf Associates July 2000 - February 2004
Ward Howell International January 1997 - June 1999
Johnson, Smith & Knisely January 1990 - December 1996
Marketing Corporation of America 1990 - 1991
Chemical Bank January 1987 - 1989
Eli Lilly and Company August 1985 - December 1987
Skills
Strategic Planning, Financial Operations, Market Research, Marketing, Start-ups, E-commerce, Entrepreneurship, Management, Strategic Partnerships, Business Development, Sales, Digital Strategy, Forecasting, Market Planning, B2B, Competitive Analysis, Lead Generation, Telecommunications, Sales Management, Product Marketing, Nonprofits, Executive Management, Business Strategy, Mobile Marketing, P&L Management, Management Consulting, Digital Media, Marketing Management, Mergers & Acquisitions, Integrated Marketing, Executive Search, Negotiation, Direct Marketing, Cross-functional Team..., Marketing Communications, Advertising, Social Media Marketing, Product Management, Web Analytics, Brand Development, Analytics, Strategy, Online Marketing, Marketing Strategy, Project Management, Online Advertising, Team Building, Digital Marketing, Social Media, Web Marketing
Education
Duke University - The Fuqua School of Business
MBA
University of Massachusetts, Amherst
BA, Political Science
Custom Home Care, Inc February 2011 - Present
Home Healthcare Solutions of Illinois January 2013 - Present
Fairmont Care Centre October 2010 - February 2011
Stay at Home Mom August 2009 - October 2010
St. Mary's of Michigan May 2009 - August 2009
VA Medical Center May 2008 - May 2009
MidMichigan Health April 2007 - July 2008
Chemical Bank September 2006 - February 2007
Regions Bank February 2005 - September 2006
Regions 2005 - 2006
Skills
Customer Service, Event Planning, Wellness, Healthcare, Public Speaking, Human Resources, Nursing, Nursing Care, Geriatric Nursing, Community Health, Microsoft Office, Strategic Planning, Time Management, Team Leadership, Cpr Certified, Staff Development, Social Networking, Team Building
Education
Saginaw Valley State University 2007 — 2010
B.S.N., Nursing
Eastern Michigan University 1999 — 2003
B.S., Health Administration
TIAA-CREF September 1984 - Present
Chemical Bank January 1983 - September 1984
Aberdeen Mfg November 1981 - January 1983
Ohrbachs Inc January 1980 - November 1981
United States Air Force November 1975 - December 1979
Skills
SDLC, PMP, Business Analysis, Quality Assurance, Change Management, Software Project..., Enterprise Architecture, Business Requirements, IT Strategy, Project Portfolio..., Disaster Recovery, Project Management, Process Improvement, Vendor Management, Solution Architecture, Data Warehousing, Visio, Leadership, Systems Analysis, Business Process..., Requirements Gathering, User Acceptance Testing, Portfolio Management, Agile Project Management, SOA, PMO, Requirements Analysis, Business Process..., ITIL, Risk Management, SharePoint, IT Management, Integration, Financial Services, Management, Project Delivery, Program Management, Cross-functional Team..., CRM, Resource Management, MS Project, Clarity, Agile Methodologies, Business Process, Oracle, Business Intelligence, Testing, Waterfall, Governance, Release Management
Education
Dominican College of Blauvelt
B.S.
American Cancer Society February 2015 - Present
Community Giving Consultants September 2014 - February 2015
Country Club of the South Charity Guild March 2007 - February 2015
Rally Foundation for Childhood Cancer Research November 2010 - January 2012
Girl Scouts of Greater Atlanta, Inc. September 2009 - September 2011
It's The Journey, Inc./ Atlanta 2-Day Walk for Breast Cancer July 2010 - March 2011
Country Club of the South Charity Guild March 2006 - March 2007
Andersen Consulting/ Accenture June 1995 - September 1997
First Union (Wachovia - Wells Fargo) May 1990 - May 1995
Chemical Bank October 1988 - May 1990
Skills
Fundraising, Non-profits, Volunteer Management, Writing, Public Relations, Event Planning, Community Outreach, Change Management, Nonprofits, Leadership, Event Management, Marketing Communications, Marketing, Grants, Marketing Strategy, Management, Strategic Planning, Public Speaking, Program Management, Social Media, Proposal Writing, Training
Education
Georgia State University 1993 — 1995
MS, Education, Human Resource Development
University of Connecticut 1984 — 1988
BA, Honor's English
Spotts on Trends May 2011 - Present
Bollinger Insurance 2008 - 2010
Morgan Stanley Smith Barney 1998 - 2009
Nikko Securities 1993 - 1995
UBS Securities Co., Ltd 1986 - 1993
Chemical Bank 1973 - 1986
Skills
Financial Analysis, Insurance, Risk Management, Portfolio Management, Investments
Education
Fordham University
Bachelor of Arts, Economics
Archbishop Molloy 1963 — 1967
Fordham University
B.A., Ecnomics
Summer Street Advisors, LLC February 2009 - Present
GE Capital Corporation - Real Estate 2003 - 2009
Turing Capital 2000 - 2002
FINOVA Capital Corporation 1995 - 2000
Chemical Bank 1992 - 1995
The Chase Manhattan Bank 1986 - 1992
Skills
Portfolio Management, Risk Management, Appraisals, Transaction Management, Valuation, Due Diligence, Real Estate Economics, Investments, Real Estate, Asset Managment, Financial Modeling, Mezzanine, Loans, Acquisitions, Financial Structuring, Real Estate Financing, Asset Management, Underwriting, Capital Markets, Commercial Real Estate, Financial Analysis, Private Equity, Debt Restructuring, Credit Analysis, Loan Origination, Equities, Mergers & Acquisitions, Finance, Credit, Real Estate Transactions, Corporate Finance, Strategy, Real Estate Development, Banking, Investment Properties, Joint Ventures, Disposition, Funding, Brokerage, Commercial Mortgages, Venture Capital, Restructuring, Real Estate Private..., Alternative Investments, Structured Finance, Private Placements, Investment Banking, Capital, Leveraged Finance, Investor Relations
Education
Fordham Gabelli School of Business 1992 — 1995
MBA, Finance
Salve Regina University 1982 — 1986
BA/BS, Economics and Political Science
E-Z-Life August 2009 - Present
Bear Stearns March 1991 - November 2007
Chemical Bank March 1988 - March 1991
Salomon Brothers September 1980 - March 1988
Skills
Capital Markets, Strategy, Finance, Hedge Funds
Education
Fordham University School of Law 1976 — 1980
LLB, Law
Skidmore College 1971 — 1975
B.S, Economics, Journalism
BCR Group, Inc 1998 - Present
BCR Leadership Services LLC October 2012 - Present
BCR Southeast Partners, LLC. February 2013 - Present
B.C. Ritchie Co. 1992 - 1998
First National Bank of Chicago 1988 - 1992
Chemical Bank 1982 - 1988
Skills
Philanthropy, Non-profits
Education
Seton Hall University
MBA Program Studies
Fairleigh Dickinson University
BS, Economics & Finance
Frontier Communications November 2011 - January 2013
Fosina Marketing Group December 2009 - November 2011
Reader's Digest March 2002 - February 2008
Reader's Digest 2000 - 2002
Reader's Digest 1997 - 2000
Reader's Digest 1992 - 1994
Reader's Digest 1990 - 1992
Bank of New England 1989 - 1990
Connecticut Bank and Trust 1987 - 1989
Chemical Bank 1986 - 1987
Skills
Direct Mail, Customer Acquisition, Database Marketing, Catalogs, Telemarketing, Product Development, Direct Marketing, Email Marketing, Multi-channel Marketing, Integrated Marketing, Omniture, Affiliate Marketing, Digital Marketing, Customer Retention, Product Marketing, Social Media Marketing, Strategy, Marketing, Mobile Devices, Segmentation, Sales, Strategic Partnerships, CRM, Marketing Strategy, SEO, Creative Direction, SEM, New Business Development, Lead Generation, Marketing Management, Management, Social Media, Mobile Marketing
Education
Fordham Gabelli School of Business 1987 — 1993
MBA, Marketing
Pace University - Lubin School of Business 1982 — 1986
BBA, International Management Major, Spanish Minor
BNP Paribas April 1996 - Present
SBC Warburg 1994 - 1996
Chemical Bank 1985 - 1993
Skills
Trading, Structured Finance, Origination, Loans, Leveraged Finance, Distressed Debt, Project Finance, Commodities, Corporate Lending, Oil&Gas, Derivatives, Loan Origination, Corporate Finance, Credit Risk, Investment Banking, Syndications, Loan Sales, Capital Markets, Fixed Income, Credit, Commodity, Credit Analysis, Risk Management
Education
Fordham Gabelli School of Business 1980 — 1983
MBA
State University of New York College of Environmental Sciences and Forestry 1976 — 1980
BS
Wells Fargo Corporate Finance November 2012 - Present
Mellon Capital Management January 2012 - October 2012
Wells Fargo January 2011 - February 2012
Gracenote, Inc. December 2009 - September 2010
EC Wise 2004 - August 2009
Providian Financial 2001 - 2003
Fair Isaac 2000 - 2001
Risk Management Technology 1996 - 2000
Lehman Brothers 1993 - 1996
Chemical Bank 1989 - 1991
Skills
Fixed Income, Capital Markets, Trading, Analysis, Treasury Management, Options, Databases, Swaps, Treasury, Money Market, Foreign Exchange, Business Analysis
Education
Indiana University Bloomington 1979 — 1981
MPA
Denison University 1975 — 1979
BA
JPMorgan Chase March 2006 - March 2008
JPMorgan Chase August 1996 - March 2006
Chemical Bank June 1991 - August 1996
Manufacturers Hanover Trust March 1984 - August 1991
Education
Rowan University 1972 — 1976
BA, History
Fairleigh Dickinson University
MBA
The PEAL Center October 2014 - Present
PNC Financial Services Group May 2011 - Present
PNC Financial Services January 2009 - April 2011
National City Corp 2004 - December 2008
National City Bank 1999 - 2004
DG Bank February 1996 - August 1999
KPMG Consulting June 1994 - February 1996
Chemical Bank 1988 - 1993
Skills
Banking, Portfolio Management, Financial Services, Risk Management, Relationship Management, Credit, Loans, Executive Management, Mutual Funds, Vendor Management, Integration, Metrics, Series 7, Financial Analysis, Mergers & Acquisitions, Investments, Financial Modeling, Commercial Lending, Securities, Asset Managment, Wealth Management, Credit Analysis, Process Improvement, Operations Management, Project Management, Program Management, Strategic Planning, Methodology, Team Leadership, Information Technology, Change Management, Cost Control
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance, Management
Fordham University 1986 — 1988
BS, Business Administration
Upland Analytics, LLC May 2015 - Present
GENPACT September 2013 - April 2015
Third Pillar Systems April 2003 - April 2015
Proxicom 1999 - 2003
Booz Allen Hamilton 1995 - 1999
Chemical Bank 1987 - 1992
Chemical Bank 1987 - 1992
Skills
Financial Services, Management Consulting, Business Strategy, Strategic Planning, Management, Start-ups, Strategy, Business Analysis, Financial Modeling, Business Process..., Business Development, Product Management, Financial Analysis, Business Intelligence, Banking, Change Management
Education
Yale University - Yale School of Management 1993 — 1995
Master of Business Administration (MBA)
Franklin & Marshall College 1982 — 1986
BA, Economics
The Harley School 1968 — 1982
RAB Partners LLC September 2009 - Present
JP Morgan Chase February 1999 - May 2005
EAB - ABN AMRO February 1997 - February 1999
Chase Manhattan Corporation April 1995 - February 1996
Chemical Bank June 1993 - June 1995
Manufacturers Hanover Trust June 1989 - June 1993
National Football League 1986 - 1989
Skills
Credit Cards, Student Loans, Consumer Finance, Controller, Event Planning, Analysis, Analytics, Banking, Business Development, Credit, Credit Risk, Customer Acquisition, Direct Marketing, Executive Management, Finance, Financial Analysis, Financial Risk, Financial Services, Management, Relationship Management, Risk Management, Strategy, Vendor Management, Corporate Finance
Education
Fordham University
BS, Finance
Bank of America August 2008 - Present
Countrywide Financial Corporation 2006 - August 2008
Countrywide Financial Corporation 2004 - 2006
Countrywide Financial Corporation 1997 - 2004
Countrywide Financial Corporation 1993 - 1997
Security Pacific Corporation 1988 - 1992
Citicorp 1987 - 1988
Sara Lee Corporation 1985 - 1987
W. R. Grace & Company 1979 - 1985
Chemical Bank 1975 - 1979
Skills
Finance, Project Management, Business Development, Human Resources, Risk Management, Management, Banking, Process Improvement, Change Management, PMO, Business Process..., Business Transformation, CRM, Mergers & Acquisitions, Leadership, Governance, Program Management, Business Intelligence, Financial Services, Portfolio Management, Financial Analysis, Project Portfolio..., Vendor Management, Strategy, Management Consulting, Performance Management, Mortgage Lending, Business Analysis, Financial Risk, Cross-functional Team..., Operational Risk..., SDLC, Credit Risk, Business Process, Credit, Relationship Management, Mortgage Banking, Executive Management, Loans, Retail Banking, Outsourcing, IT Strategy, Business Process..., Commercial Banking, Credit Cards, Acquisition Integration, Financial Modeling, Loan Origination, Consumer Lending
Education
Northwestern University - Kellogg School of Management 1974 — 1975
MBA, Finance and Accounting
Drake University 1970 — 1974
BS, Finance
Chemical Bank October 1996 - Present
Chemical Bank October 1996 - Present
Ada Business Association 2007 - 2013
Cascade Community Foundation 2007 - 2013
Education
Ferris State University 1990 — 2003
Bachelor's Degree, Business Administration and Management, General
Monosol Rx, LLC May 2012 - Present
Oce Business Services November 2011 - April 2012
JJH Consulting January 2011 - November 2011
Hewlett-Packard November 2008 - January 2011
Hewlett-Packard Financial Services August 2000 - November 2008
CIT 1992 - 2000
Willis Corroon Group 1990 - 1992
Continental Insurance 1986 - 1990
Chemical Bank 1980 - 1986
Skills
Executive Compensation, Talent Acquisition, Organizational..., Talent Management, Strategy, Personnel Management, Executive Pay, Human Resources, Deferred Compensation, Mergers & Acquisitions
Education
Dickinson College
BA, Political Science
Monmouth University
MBA, Management
New York Law School
JD, Law
Fidelity Investments July 2010 - Present
Fidelity Investments June 2008 - June 2010
Fidelity Investments September 2006 - June 2008
Fidelity Investments June 2003 - August 2006
Prudential Securities February 1994 - June 2003
Chemical Bank August 1992 - January 1994
Skills
FINRA, Securities, Compliance, Investments, Mutual Funds, Fixed Income, ETFs, Brokerage, Series 7
Education
Fordham University School of Law 1989 — 1992
JD
Northwestern University 1985 — 1989
BA, American Culture & European History
Castleton Commodities International April 2014 - Present
Castleton Commodities International LLC April 2011 - April 2014
Societe Generale October 2009 - April 2011
HVB January 2002 - December 2009
Societe Generale November 1996 - June 2001
Chemical Bank September 1992 - November 1996
Skills
Credit Risk, Derivatives, Capital Markets, Financial Structuring, Commodity, Investment Banking, Structured Finance, Hedge Funds, Corporate Finance, Banking, Trading, Hedging, Finance, Project Finance, Energy, Soft Commodities, Commodity Markets, Options, Fixed Income, Financial Risk, Valuation, Bloomberg
Education
Georgetown University 1988 — 1992
BSLA, Russian
new york city department of education September 1999 - Present
David A. Boody J.H.S. September 1988 - June 1999
chemical bank 1985 - 1988
Skills
Child Development, Curriculum Design, Curriculum Development, Educational Leadership, Management, Staff Development, Community Outreach, Event Planning, Strategic Planning, Team Building
Education
New York Institute of Technology 1984 — 1986
Master of Business Administration (M.B.A.), Marketing
Eastern University 1978 — 1982
Bachelor of Arts, English Literature
harry s. truman high school 1975 — 1978
h.s. diploma
TITLE Boxing Club Nanuet January 2012 - Present
Global Hunter Securities January 2011 - 2012
Brean Murray, Carret & Co. August 2005 - January 2011
IRG Research June 2003 - June 2005
Instinet Corporation August 1991 - April 2003
Chemical Bank June 1987 - August 1991
Skills
Equity Research, Series 7, Series 63, Equities, Investment Banking, Investments, Securities, Technical Analysis, Customer Relations, Financial Analysis, Trading, Bloomberg
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
New York University
B.S., Quantitave Research and Statistics
JPMorgan Chase Managing Director, InvestmentsJP Morgan2004 - Present
Chemical Bank 1993 - 1994
Citibank 1985 - 1993
Citicorp Investment Services 1985 - 1993
Sony Electronics 1981 - 1985
Education
Fordham Gabelli School of Business 1981 — 1982
Think NewCo, Leadership for the Long Term November 2014 - Present
Wolverine Asset Management, LLC March 2010 - February 2014
Ketch Capital Management January 2001 - December 2009
LongView International Inc. January 1999 - January 2001
Republic National Bank March 1996 - January 1999
Chemical Bank February 1993 - February 1996
J.P. Morgan September 1990 - February 1993
Skills
FX Options, FX trading, FX Hedging, Interest Rate Risk..., Portfolio Management, Asset Management, Trading, Equities, Market Making, Investment Management
Education
DePaul University 2000 — 2000
Trinity College-Hartford 1986 — 1990
Bachelor's degree, Economics
The London School of Economics 1988 — 1989
Honors, Economics
John Burroughs High School 1981 — 1986
Cumberland Advisors Portfolio managerShearson Lehman Hutton1990 - 1999
Chemical Bank 1983 - 1987
Education
Georgetown University 1978 — 1982
Georgetown University - The McDonough School of Business 1978 — 1982
B.S. Business, Marketing
stuyvesant h.s. 1974 — 1978
New York University September 1999 - Present
New York University 1999 - 2015
Citynet March 1989 - June 1991
Chemical Bank February 1984 - November 1988
Skills
Final Cut Pro, After Effects, Pro Tools, Photoshop, Editing, Sound, Video, Digital Media, Video Editing, Post Production, Film Production, Multimedia, Mac
Education
New York University 2004 — 2012
Digital Media and Communications, Film/Broadcast
Fordham University 1984 — 1986
30 credits, Computer Science
Citigroup December 1997 - Present
CitySquash 2005 - 2015
Chase Manhattan Bank May 1996 - November 1997
Chemical Bank November 1991 - May 1996
Manufacturers Hanover Trust October 1983 - November 1991
Skills
Fixed Income, FX Options, Options, Trading, Middle Office, Commodity, Foreign Exchange, Derivatives
Education
Fordham University - Graduate School of Business Administration 1984 — 2001
MBA, Finance
Fordham University 1978 — 1982
BA, Political Science, Italian
Mt. St. Charles Academy 1974 — 1978
HS Diploma
Chemical Bank June 2015 - Present
Chemical Bank June 2012 - Present
Chemical Bank March 2007 - June 2012
Chemical Bank January 1987 - March 2007
Skills
Loans, Strategic Planning, Commercial Lending, Banking, FHA, Public Relations, Small Business Lending, Consumer Lending, Commercial Banking, Non-profits, Leadership, Credit Analysis, Financial Analysis, Nonprofits, Retail Banking, Loan Origination, Finance, Mortgage Banking, Leadership Development, Credit, Investments, Fundraising, Team Building, Portfolio Management, Lines Of Credit, Strategic Financial..., Refinance, Construction Loans, Mortgage Lending, Wealth Management, Underwriting
Education
Ferris State University 1981 — 1985
Bachelor's degree, Accounting
Astoria Bank August 2014 - Present
JPMorgan April 2007 - July 2014
JPMorgan Chase June 1998 - April 2007
Chase Manhattan Bank 1995 - 1998
Chase Manhattan Bank 1989 - 1995
Vicorp 1989 - 1989
Covidea 1985 - 1989
Covidea 1985 - 1989
Chemical Bank 1983 - 1985
Skills
Credit, Asset Managment, Risk Management, Asset Management, Portfolio Management, Financial Services, Equities, Loans, Human Resources, Financial Analysis, Commercial Lending, Employee Benefits, Process Improvement
Education
Farmingdale State College 1981 — 1983
A.A.S., Secretarial Science
Farmingdale State College 1981 — 1983
AAS in Secretarial Science, Office Management and Supervision
C. Brenner Inc May 2015 - Present
FDIC September 2010 - April 2014
Rose Financial Advisory Corporation August 2003 - October 2010
Bank of America January 1998 - July 2003
Barnett Bank September 1991 - January 1998
Barnett Bank September 1985 - August 1991
Chemical Bank January 1980 - August 1985
Irving Trust Company May 1969 - December 1979
Skills
Loans, Credit Analysis, Mortgage Lending, Commercial Lending, Affordable Housing, Asset Managment, Banking, Strategic Planning, Risk Management, Credit, Non-profits, Commercial Banking, Coaching, Community Development, Securities, Nonprofits, Non-profit Consulting, Small Business Lending, Asset Management, Portfolio Management, Financial Analysis, Leadership, Real Estate, Investments, Commercial Real Estate, Mergers & Acquisitions, Financial Structuring, Underwriting, Loan Origination, Small Business, Real Estate Economics, Due Diligence, Commercial Mortgages, Financial Risk, Credit Risk, Policy, Real Estate Financing, Financial Institutions, Loss Mitigation, Consumer Lending, Loan Servicing, Financial Services, Mortgage Banking, Lines Of Credit, Cash Management, Executive Management, Treasury Management
Education
Fordham Gabelli School of Business 1973 — 1976
MBA, Finance
Dickinson College 1965 — 1969
BA, English
Deutsche Bank November 2009 - Present
Dresdner Kleinwort June 2002 - November 2007
Dresdner Kleinwort, London June 2002 - July 2006
Chemical Bank 1995 - 1998
Chemical Bank 1995 - 1998
Education
Fordham University 1980 — 1984
B.S., Finance
Disabled/Retired September 2011 - Present
Union Bank of California 2000 - September 2012
Union Bank 2000 - 2010
Chemical Bank 1994 - 1998
Ameriquest 1995 - 1996
Skills
Loans, Underwriting, Credit, Mortgage Banking, Banking, Financial Risk, FHA, Risk Management, Financial Analysis, Credit Analysis, Lines Of Credit, Consumer Lending, Loan Origination, Credit Risk, Refinance
Education
Ferris State University 1977 — 1980
Associate's degree, Accounting
Aspiring Enterprises Inc August 2011 - Present
Graham Partners November 2006 - Present
Siwanoy Associates, Ltd. 1990 - 2011
BreadVentures, Inc. 1993 - 2006
Westfield Capital 1988 - 1991
Chemical Bank 1986 - 1988
Skills
Private Equity, Mergers, Middle Market, Corporate Development, Venture Capital, Financial Modeling, Due Diligence, Entrepreneurship, Start-ups, Corporate Finance, Entrepreneur, Strategy Development, Business Strategy, Valuation, Business Planning, Investment Banking, Consumer Products, Financial Analysis, Strategic Planning, Investments, Market Analysis, Financial Management, Negotiation, Industry Analysis, Business Services, Market Research, Manufacturing, LBO, Mergers & Acquisitions, Emerging Markets, Executive Management, M&A experience, Competitive Analysis, Strategy
Education
Massachusetts Institute of Technology 2012 — 2013
MIT Sloan ACE (Advanced Certificate for Executives), Technology, Operations & Value Chain Management; Strategy & Innovation; Management & Leadership, Advanced Certificate for Executives
Harvard Business School 2011 — 2011
Executive Education, Corporate Restructurings; Private Equity & Venture Capital
The Tuck School of Business at Dartmouth 1984 — 1986
MBA, Finance
Georgetown University 1981 — 1984
Bachelor of Arts, Economics
Universita' degli Studi di Roma, Rome, Italy 1977 — 1981
Biennio, Engineering/Ingegneria
Cwynar & Company, CPAs, PLLC July 2006 - March 2013
Chemical Bank January 1984 - December 1990
Skills
Accounting, General Ledger, Internal Controls, QuickBooks, Account Reconciliation, Journal Entries, Accounts Payable, Payroll, Financial Reporting, Financial Statements, Auditing, Fixed Assets, Financial Accounting, Bank Reconciliation
Education
University of Pennsylvania - The Wharton School 1980 — 1983
MA, Finance
Drexel University 1978 — 1980
MBA, Financial Management
Franklin & Marshall College 1975 — 1978
Accounting
Millersville University of Pennsylvania 1974 — 1978
BA, Economics
Grandfather November 2006 - Present
Hartsko Financial Services LLC May 2011 - July 2011
GMAC Commercial Finance December 2007 - December 2008
Signature Bank May 2004 - November 2007
Fleet Bank January 2002 - April 2004
Bank of New York Mellon November 1991 - January 2002
Fleet Bank December 1989 - November 1991
Manufacturers and Traders Bank May 1988 - December 1989
Chemical Bank June 1986 - May 1988
Manufacturers Hanover Trust August 1968 - June 1986
Skills
Finance, Banking, Start-ups, New Business Development, Commercial Lending, Accounting, Sales, Portfolio Management, Loans, Credit
Education
University of Virginia Darden School of Business
TEP, Executive Business Decisions
Fordham Gabelli School of Business 1975 — 1977
MBA, Business
Florida State University - College of Business 1963 — 1967
BS, Marketing
FDIC January 2012 - Present
PM Jordan Advisory Services LLC July 2010 - January 2012
Standard & Poor's 1984 - 2008
Chemical Bank 1982 - 1984
Skills
Structured Finance, Finance, Credit Analysis, Management, Leadership, Financial Institutions, Securitization, Capital Markets, Fixed Income, Credit Risk, Credit, Research, Derivatives
Education
Fordham Gabelli School of Business 1983 — 1986
MBA, Finance
Wagner College
Wilmington Trust March 2014 - Present
Wilmington Trust January 2011 - Present
Wilmington Trust July 2002 - January 2012
JP Morgan Chase 1993 - 2001
Manufacturers Hanover Trust 1992 - 1994
Chemical Bank 1983 - 1992
Skills
Banking, Process Improvement, Corporate Governance, Customer Oriented, Not-for-profit, Grant Administration, Integration, Employee Recognition, Vendor Management, Risk Management, Strategic Planning, Analysis, Customer Relations, Finance, Financial Services, Leadership, Management, Program Management, Securities
Education
Goldey Beacom College 2010 — 2010
University of Delaware
Communications
Bank of America August 2010 - Present
Bottomline Technologies February 2009 - August 2010
JP Morgan Chase July 2001 - December 2008
JPMorgan Chase - Auto Finance July 2001 - December 2008
JPMorgan Chase May 1994 - December 2008
Chase Insurance Group January 1998 - July 2001
Chemical Bank 1992 - 1994
Skills
SDLC, Vendor Management, MS Project, Visio, Business Analysis, Software Project..., Microsoft SQL Server, Agile Methodologies, Management, PMO, CRM, SQL
Education
New York University - Polytechnic School of Engineering 1992 — 1996
MS, Management / Organizational Behavior
St. Joseph's College 1986 — 1988
BA, History / Secondary Education
Farmingdale State College 1983 — 1985
AS, Graphic Arts / Communications
Premera Blue Cross April 2013 - Present
JP Morgan Chase September 2008 - October 2009
Washington Mutual April 2002 - September 2008
Safeco Insurance 1997 - 2002
Wachovia Bank December 1993 - November 1996
Chemical Bank May 1984 - November 1993
Skills
Business Process..., Governance, Program Management, Project Management, Insurance, Cross-functional Team..., SDLC, PMO, Vendor Management, PMP, Project Portfolio..., Business Analysis, Software Project..., SharePoint
Education
Excelsior College 1993 — 1997
BS, Business
Integral August 2012 - Present
Huron Consulting Group July 2009 - December 2012
Urban Residential January 2000 - January 2012
Boston Financial 1995 - 1999
Alliance Realty Capital 1993 - 1995
Chemical Bank 1991 - 1993
Travelers 1990 - 1991
Skills
Asset Managment, Equities, Real Estate, Real Estate Development, Real Estate Economics, Commercial Real Estate, Investments, Portfolio Management, Asset Management, Finance, Valuation, Investment Properties, Due Diligence, Acquisitions
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance/Real Estate
Duke University 1982 — 1986
BSE, Electrical/Biomedical Engineering
Wachovia Securities, Inc April 2007 - September 2008
COO of Financial Sponsors Group November 2006 - April 2007
2004-2006Bear, Stearns & Co. Inc February 2004 - November 2006
Lehman Brothers, Inc January 2000 - January 2004
Merrill Lynch & Co., Inc January 1998 - January 2000
Chase Securities Inc. (Formerly Chemical Securities, Inc January 1991 - January 1998
Chemical Bank 1991 - 1994
Arthur Andersen & Co January 1987 - January 1989
Skills
Executive Management, Risk Management, Strategy, Mergers, New Business Development, Management, Mergers & Acquisitions, Investments, Portfolio Management, Financial Analysis, Finance, Banking, Investment Banking
Education
University of Virginia Darden School of Business 1989 — 1991
MBA, Finance
Emory University 1983 — 1987
BA, Economics
The London School of Economics and Political Science (LSE) 1985 — 1985
Economics
Severna Park 1979 — 1983
HS Diploma
The London School of Economics
and Political Science; on International Economics and International Trade
Advisors Asset Management, Inc. July 2009 - Present
Clearbrook Financial March 2005 - June 2009
Merrill Lynch July 2002 - March 2005
Chemical Bank December 1988 - December 1998
Skills
Asset Management..., Chief Investment Officer, Mutual Funds, Asset Management, Due Diligence, Investments, Alternative Investments, Portfolio Management, Derivatives, Series 7, Strategy, Hedge Funds, Asset Allocation, Chartered Alternative..., Product Management, Operational Due..., Product Development, Emerging Managers, Asset Management..., Asset Management..., Third Party Sales
Education
Denison University 1978 — 1983
BA, Economics, Film (Double Major)
Princeton High School 1973 — 1978
Honeywell security. ADI Global distribution November 2010 - Present
Barnes & Noble 2004 - 2009
Barnes & Noble 1993 - 2004
Barnes & Noble 1991 - 1993
Pan American World Airlines 1988 - 1991
Chemical Bank 1984 - 1988
Skills
Six Sigma, Software Development, Requirements Analysis, SQL, COBOLII, JCL, COBOL, Business Analysis, Testing, Management, Leadership, Integration, SDLC, Programming, Process Improvement, Analysis, Disaster Recovery, Systems Analysis
Education
Fairleigh Dickinson University
BA
Merrill Lynch Trust Company, a Division of Bank of America, N.A. 2009 - Present
Merrill Lynch 2002 - 2009
U.S. Trust 1998 - 2002
Morgan Guaranty Trust 1995 - 1998
Chemical Bank 1990 - 1995
Skills
Trust Services, Wealth Management, Estate Planning, Staff Management, Financial Services
Education
Fordham University 1986 — 1990
BA, American Studies
Heartland Health Outreach July 2014 - Present
Implantable Provider Group October 2010 - July 2014
APS Healthcare September 2009 - October 2010
Coventry Health Care 2008 - 2009
CompBenefits/Humana 2004 - 2008
Cox Communications 2002 - 2004
The Walt Disney Company 1998 - 2002
AT&T 1989 - 1998
First Chicago 1988 - 1989
Chemical Bank 1984 - 1988
Skills
Start-ups, Employee Engagement, Operations Leadership, Change Management, Operations Management, Leadership, Human Resources, Healthcare, Organizational..., Insurance, Six Sigma, Strategy, Call Centers, Business Planning, Recruiting, Customer Service, Mergers & Acquisitions, Budgets, Process Improvement, Talent Management, Team Building, Business Development, Team Leadership, Analysis, Management, Cross-functional Team..., Project Planning, Sales, Executive Management, Finance, Customer Satisfaction, Training, Contract Negotiation, Leadership Development, Strategic Planning, Employee Benefits, Vendor Management, Account Management, Employee Relations, Management Consulting, Business Strategy, New Business Development, Forecasting, Business Analysis, Performance Management, Risk Management
Education
Georgia State University 2007 — 2008
Lean Six Sigma Black Belt, Business Analytics and Process improvement
DePaul University 1980 — 1982
MBA, Masters of Business Administration
Northern Illinois University 1976 — 1979
B.S., Finance
Omega Advisors January 2012 - Present
Williamson McAree Investment Partners 2007 - January 2011
Para Advisors January 1999 - January 2007
Ulysses Management (Successor firm to Odyssey Partners) January 1997 - January 1999
LAZARD FRERES ASSET MANAGEMENT January 1993 - January 1997
Chemical Bank January 1988 - January 1991
Education
Duke University 1991 — 1993
MBA, Finance
Trinity College-Hartford 1984 — 1988
BA, Economics
FUQUA SCHOOL OF BUSINESS, DUKE UNIVERSITY
Master of Business Administration
TRINITY COLLEGE
Bachelor of Arts, Economics
Steele Creek Investment Management July 2013 - Present
Columbus Nova Credit Investments January 2006 - June 2012
Babson Capital Management April 2000 - 2006
Societe Generale 1995 - 2000
Chemical Bank 1990 - 1995
Education
DePaul University 1984 — 1987
BS, Business
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1987
BS
Adams IT, LLC June 2012 - Present
Charter College January 2011 - Present
University of Alaska Fairbanks April 2010 - September 2010
Indiana University South Bend August 2009 - April 2010
St. Joseph's Regional Medical Center August 2007 - March 2008
Chemical Bank February 2001 - December 2006
Simcom, Inc. January 1999 - January 2001
Medical Manager, Midwest. October 1997 - October 1999
Cassopolis District Library January 1996 - December 1997
Skills
A+ Certified, CompTIA Network+, MCSA, MCT, Active Directory, Windows 7, Troubleshooting, Network Security, Windows Server, Network Administration, System Administration, Computer Hardware, Access, Networking, VMware, XP, Security, Software Documentation, Disaster Recovery, Microsoft Office, Dell Computers, Training, Software Installation, Technical Support, Hardware, ITIL, Microsoft Certified..., Information Technology, Printers, IT Service Management, Citrix, Server Administration, Servers, Information Security, CompTIA A+, Microsoft Exchange, System Deployment, Project Management, Laptops, Public Speaking, Customer Service
Education
Indiana University 2007 — 2010
Masters, Business Administration
Ferris State University 1998 — 2000
Bsc, Computer Information Systems
MI, OH, IL, and IN January 2012 - Present
Housing, Financial Literacy & Energy Education February 2008 - December 2011
Southwest Michigan Community Action Agency January 2008 - December 2008
WSJM June 1995 - September 2007
Chemical Bank February 1995 - January 2007
Skills
Mortgage Lending, Management Consulting, Strategic Planning, Program Management, Refinance, CRA Consultant, Financial Literacy, Energy Education, Training, Employee Training, Business Development, CRM, Nonprofits, Strategy, Team Building, Financial Education, Analysis, Leadership, Negotiation, Customer Service, Fundraising, Public Speaking, Leadership Development, Event Planning
Education
Ferris State University 1978 — 1982
Bachelor's degree, Integrated Studies
Deloitte Financial Advisory Services LLP December 1994 - Present
Chemical Bank June 1993 - December 1994
Deloitte Consulting May 1988 - June 1993
Salomon Brothers May 1986 - June 1988
Skills
Management Consulting, Due Diligence, Organizational Design, Mergers, Acquisition Integration, Anti-Money Laundering, Asset Management, Mergers & Acquisitions, Financial Services, Internal Controls, Banking, Enterprise Risk..., Anti Money Laundering, AML, Risk Management, Capital Markets
Education
Fordham University
Bachelor of Science (BS), Finance
Fordham University
Master of Business Administration (MBA), Finance
St. Meyer & Hubbard July 2007 - Present
Chemical Bank 2005 - 2007
Chemical Bank 1996 - 2004
Johnson-Rauhoff 1994 - 1996
Financial Training Resources 1989 - 1994
Skills
Training, Banking, Needs Analysis, Instructor-led Training, Blended Learning, Instructional Design, Learning Management...
Education
Dominican University 1987 — 1989
B.A., Elementary Education, Philosophy
Sewanee-The University of the South 1985 — 1987
Transferred to Dominican University after two years of study, Liberal Arts/Philosophy
CSC - Computer Sciences Corporation February 2010 - Present
Raytheon - Network Centric Systems January 1999 - Present
Raytheon - Network Centric Systems January 1999 - Present
Raytheon - Network Centric Systems January 1999 - February 2010
Various consulting firms January 1995 - January 1998
Chemical Bank January 1992 - January 1995
Manufacturers Hanover Trust January 1986 - January 1992
BARNES AND NOBLE January 1985 - January 1986
IBM - RESEARCH CENTERS January 1984 - January 1985
Skills
VMware, Servers, Hardware, Windows Server, Active Directory, Disaster Recovery
Education
Eckerd College 2005 — 2009
BA, Management Information Systems
Laguardia Community College 1983 — 1985
AAS, MIS
Newtown
Newtown
Newtown
State Savings Bank December 2014 - Present
Chemical Bank September 2012 - December 2014
Huntington National Bank June 2008 - August 2012
Huntington National Bank February 2002 - June 2008
RLI Insurance Company October 2000 - July 2001
Frontier Insurance Group, Inc. January 1998 - September 2000
Amerisure Insurance September 1986 - December 1997
Education
Walsh College 1988 — 1991
Master of Science, Finance
Ferris State University 1982 — 1986
RBS Global Banking & Markets 1997 - Present
Chemical Bank 1988 - 1997
Skills
Hedge Funds, FX Options, Financial Markets, Trading Systems, Trading, Electronic Trading, Bloomberg, Emerging Markets, Derivatives, Foreign Exchange, Currency, FX Trading, Options, Capital Markets, Banking
Education
Franklin & Marshall College
Corey Alan Properties AuthorGreenleaf Book Group2012 - 2012
Arrow Electronics September 1994 - December 2004
Avis Rent A Car January 1990 - September 1994
Baxter Health Care July 1988 - September 1990
Salomon Brothers January 1986 - January 1988
Chemical Bank January 1985 - January 1986
American Express January 1984 - January 1986
Grumman Data Systems January 1982 - February 1983
Skills
Vendor Management, Process Improvement, Cross-functional Team..., Disaster Recovery, Strategic Planning, Project Management, Business Process..., Business Analysis, SDLC, Management, Integration, Program Management, Strategy, IT Management, ERP, IT Strategy, Information Technology, Business Intelligence, Cloud Computing, Business Process, Enterprise Software, Product Management, Leadership, Executive Management, Start-ups, Consulting, Professional Services, Mergers & Acquisitions
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, International MBA
Chemical Bank 2003 - Present
Big Rapids Jaycees 2006 - 2010
Education
Ferris State University 1996 — 2000
Syosset Central School District September 2010 - Present
VORO Real Estate 2014 - Present
Internal Revenue Service January 2010 - September 2014
Smithtown Central School District January 2010 - August 2010
Hauppauge Public Schools November 2009 - August 2010
Half Hollow Hills School District March 2009 - August 2010
Rapid Printing & Graphics Inc March 2007 - December 2009
PIP Printing December 2002 - March 2007
Sir Speedy Printing January 1997 - June 2003
Chemical Bank April 1992 - January 1997
Skills
Software Documentation, Leadership, Management, Program Management, Event Planning, Analysis, Training, Marketing Strategy, Social Media, Marketing, Teaching, Sales, Business Planning, Nonprofits, Time Management, Financial Analysis
Education
Dowling College 2008 — 2009
M.S. Ed., Education
Lehigh University 1982 — 1986
B.S. Business and Economics, minor in History
The Switch March 2014 - Present
Self-Employed August 2012 - March 2014
Merrill Lynch January 2006 - May 2012
Merrill Lynch January 2004 - January 2006
Merrill Lynch May 1999 - January 2004
Prudential Financial April 1997 - May 1999
Princeton Capital Finance Company April 1993 - October 1996
Chemical Bank 1987 - 1992
Skills
Series 66, Series 7, Series 24, Hedge Funds, Private Equity, Managed Futures, Alternative Investments, Salesforce.com, Six Sigma, Project Management, CRM, Strategy, Risk Management, Fund Of Funds, Mutual Funds, Uniform Combined State..., Investments, Wealth Management
Education
Fordham University - Graduate School of Business Administration 1991 — 1993
Master of Business Administration (MBA), Finance/International Business
Moravian College 1981 — 1987
Bachelor of Business Administration (B.B.A.)
Montgomery High School
Morgan Stanley September 2004 - Present
MCI 1997 - 1999
Morgan Stanley Dean Witter 1996 - 1997
Chemical Bank September 1992 - 1996
Skills
Management, Financial Analysis, Credit Risk, Credit Analysis, Financial Risk, Corporate Finance, Policy Writing, Project Management, Surveillance, Fixed Income, Capital Markets, Portfolio Management, Equities, Credit, Banking, Risk Management
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Management
Chemical Bank Credit Training Program 1992 — 1993
Fordham University 1988 — 1992
BS, Finance
EVO Payments International 2013 - Present
Allscripts 2011 - 2012
Citigroup January 2008 - August 2010
Chase Manhattan Corporation April 1979 - February 2006
Chemical Bank 1979 - 2005
Chemical Bank 1979 - 2005
Skills
Customer Relations, Business Continuity, Program Management, Vendor Management, SDLC, Customer Service, Banking, Process Improvement, IT Management, Management, Team Leadership, Leadership, Cross-functional Team..., IT Service Management, Incident Management, Microsoft Excel, IT Operations, Debit Cards, Infrastructure, SLA, KPI, Data Center Management, Problem Management, Cross Functional Team..., Infrastructure..., CRM, IT Strategy, Troubleshooting, Data Center, PMO, Outsourcing, Business Analysis, Project Portfolio..., PMP, Enterprise Architecture, Information Technology, Service Delivery, ITIL, Risk Management, Integration, Visio, Security, Governance, Software Documentation, Business Process..., Requirements Analysis
Education
St. John's University 1978 — 1980
Bachelor of Science (B.S.)
Farmingdale State College 1976 — 1978
AS, Criminal Justice
Fairfield County Bank June 2004 - Present
Chemical Bank 2002 - 2004
Heller Financial 1990 - 1992
Skills
Mortgage Lending
Education
Fairfield University 1983 — 1987
BA, Economics
Chemical Bank Financial Management Training Program
IDOM Consulting LLC March 2014 - Present
Pinnacle Solutions Incorporated, New Jersey May 1992 - February 2014
Advantage Systems Consultants Inc. March 1990 - May 1992
Chemical Bank August 1986 - March 1990
McDonald Douglas March 1981 - August 1986
Mercedes Benz of North America September 1978 - March 1981
Crum & Forster Insurance Company March 1977 - September 1978
Skills
SWIFT payments, Business Analysis, Back Office, Requirements Analysis, Banking, Payments, Vendor Management, Financial Institutions, Securities, Software Project..., Analysis, Management
Education
Fairleigh Dickinson University 1980 — 1985
MBA, Finance
Rider University 1973 — 1976
BS, Finance and Decision Sciences and Computers
New England College 1972 — 1973
Accounting and Finance
Scotch Plains-Fanwood High School 1970 — 1972
HS Diploma, College Preparatory
Saddlestone August 2011 - Present
Hanover Capital January 1995 - August 2011
Lehman Brothers May 1992 - September 1994
Chemical Bank February 1988 - May 1992
Morgan Stanley December 1984 - November 1987
Citibank July 1983 - December 1984
Skills
Fixed Income, Investments, Portfolio Management, Real Estate Investment, MBS, Land Conservation, Structured Finance, Asset Managment, Residential Mortgages, Securitization, Management Consulting, Structured Products, Financial Modeling, Equities, Alternative Investments, Asset Management, Financial Structuring, Derivatives, Capital Markets
Education
University of Chicago Graduate School of Business 1981 — 1983
MBA, Finance
Duke University 1975 — 1979
BA, Anthropology & Psychology
NYC Department of Education September 2005 - Present
Chemical Bank March 1981 - June 1989
Skills
Lesson Planning, Educational Leadership, Curriculum Design, Differentiated..., Member of Schools...
Education
Hofstra University 2001 — 2003
Bachelor of Science (BS), Elementary Education and Teaching
Fordham University 1972 — 1976
Bachelor of Arts (BA), Sociology
US Forest Service Senior Corporate UnderwriterAccredited Home Lenders2003 - 2008
US Air Force Reserve 1989 - 2005
Associates/CItibank 2000 - 2004
Chemical Bank 1996 - 2000
Skills
Analysis, Financial Analysis, Credit, Real Estate, Negotiation, Risk Management, Customer Service, Strategic Planning, Marketing, Leadership, Loan Origination, Mortgage Banking, Team Building
Education
Embry-Riddle Aeronautical University 1983 — 1989
BS in Professional Aeronautics, Aeronautics
Blair Community Schools April 2003 - March 2012
Blair Community Schools 2004 - 2012
Sarpy County Juvenile Services August 2008 - September 2009
First Data Corporation 1996 - 1998
Grumman Corporation 1986 - 1987
Chemical Bank 1983 - 1986
Skills
COBOL, Assembler, OS JCL, IMS, Microsoft Word, Microsoft Excel
Education
Farmingdale State University of New York 1973 — 1975
Associate of Science (AS), Data Processing
Glen Cove High School 1968 — 1972
High School
Peru State College
Bachelor's degree, Criminal Justice
Realty International June 1983 - Present
Chemical Bank September 1992 - June 1995
Education
Rutgers University School of Law - Newark 1988 — 1992
JD, Criminal Law
New York University - Leonard N. Stern School of Business 1979 — 1981
MBA, International Management
Georgetown University
Bachelor of Science, Languages & Linguistics
Schnee's, Inc. July 2013 - Present
Powell Construction Services, LLC May 2013 - June 2013
Chemical Bank May 2012 - April 2013
Ferris State University July 2010 - May 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, QuickBooks, Bookkeeping, Auditing, Tax, Research, English, Time Management, Income Tax, Public Speaking, Windows
Education
Ferris State University 2008 — 2012
Bachelor of Science (BS), Accounting
Lake Michigan College 2004 — 2006
Computershare February 2004 - Present
ChaseMellon 1998 - 2004
ChaseMellon February 1996 - 1998
Chemical Bank January 1993 - October 1995
Manufacturers Hanover Trust 1988 - 1992
Skills
Customer Relations, Business Analysis, Process Improvement, Reconciliation, Corporate Actions, Equities, Banking, Securities
Education
Fordham University 1979 — 1983
BA, English
Wanigas Credit Union October 2008 - Present
Check N Go August 2011 - February 2012
CBL & Associates August 2006 - May 2009
Covenant HealthCare May 2008 - November 2008
Chemical Bank August 2008 - October 2008
H&R Block December 2005 - April 2007
2004 MetLife Auto & Home August 2003 - February 2004
Skills
Cross Selling, Collections, Customer Service, Payments, Data Entry, Deposits, Receptionist Duties, Administration, Analysis, Call Centers, Credit, Credit Cards, Loans, Medical Records
Education
University of Phoenix 2010 — 2012
Masters of Business Administration, Business
Northwood University 2008 — 2009
Bachelors of Administration, Business Management
Delta College 2008 — 2008
Health Unit Coordinator Certificate
Delta College 2004 — 2008
Associates, Business & Information Technology
Feburary 2008Delta CollegeUniversity
Associates, Computer Applications; Business Studies; Business and Information Technology
Fiinance of America February 2015 - Present
Memory Care Living at Potomac Homes March 2012 - April 2012
Chase Manhattan Bank 1998 - 1999
Chase Manhattan Bank, 1995 - 1998
Chemical Bank 1992 - 1995
Chemical Bank 1985 - 1992
Chemical Bank 1981 - 1985
Skills
Microsoft Excel, Microsoft Word, Credit Analysis, Real Estate Financing, Cash Management, Banking Relationships, Customer Service
Education
Georgetown University 1977 — 1981
Bachelor of Science in Foreign Service, Political Science and Government
Fairleigh Dickinson University 1985 — 1990
Marketing/Finance
NYS Office of the Attorney General - Medicaid Fraud Control Unit August 2013 - Present
Department of the Treasury, Internal Revenue Service, Criminal Investgation Division November 1987 - August 2013
Chemical Bank January 1982 - November 1987
Skills
Criminal Investigations, Financial Crimes..., Forensic Accounting, Fraud, Investigation, Evidence, Criminal Justice, Enforcement, Internal Audit, Internal Control..., Corporate Security, Internal Investigations, Executive Protection, Forensic Analysis, Interrogation, Law Enforcement, Risk Assessment, Private Investigations, Anti Money Laundering
Education
Dowling College
Bachelor of Business Administration (BBA), Accounting
Patchogue-Medford High School
United Federal Credit Union April 2013 - Present
United Federal Credit Union September 2010 - April 2013
Chemical Bank May 2010 - September 2010
Skills
Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Account Reconciliation, Teamwork, Time Management, Credit Unions, General Ledger, Accounts Payable, Accounting, Cash, Bank Reconciliation, Journal Entries, Accruals, Invoicing, Cash Flow, G/L Reconciliations, Cash Management, Process Improvement, Financial Analysis, Financial Reporting
Education
Ferris State University 2005 — 2008
Bachelor of Science (B.S.), Accounting
Southwestern Michigan College 2001 — 2003
Associate of Arts (A.A.)
Dow Chemical June 2010 - Present
Chemical Bank June 1979 - February 2006
Skills
SAP, Sarbanes-Oxley Act, US GAAP, Internal Controls, Financial Reporting, Cost Accounting, Accounting, Auditing, Financial Analysis, Forecasting, Financial Accounting, Internal Audit, General Ledger, GAAP, Accounts Payable
Education
Ferris State University 1975 — 1979
Bachelors of Science, Accounting
Quantlab July 2008 - Present
Goldenberg Hehmeyer Trading Co Ltd 2007 - 2008
Calyon Financal 1995 - 2006
Bank of America 1999 - 1999
Bank of America 1999 - 1999
Chemical Bank 1992 - 1993
Skills
Trading Systems, Equities, Derivatives, Options, Electronic Trading, Trading, Equity Derivatives, Quantitative Finance
Education
DePaul University 2003 — 2005
Master's degree, Computer Science
Macalester College 1989 — 1992
Bachelor of Arts (B.A.), Economics
The University of South Dakota
Army National Guard June 2012 - Present
Chemical Bank May 2009 - Present
American Eagle Outfitters August 2008 - December 2008
Education
DeVry University-Illinois
N/a, Business Administration and Management, General
Hartford High School
Diploma, General
Computershare January 2012 - June 2013
Computershare July 1988 - June 2013
BNY Mellon July 2007 - December 2011
Mellon Investor Services December 2000 - June 2007
Chase Mellon Shareholder Services (CMSS) April 1996 - November 2000
Chemical Mellon Shareholder Services (CMSS) May 1995 - March 1996
Chemical Bank July 1992 - April 1995
Manufacturers Hanover Trust July 1988 - June 1992
Manufacturers Hanover October 1986 - July 1988
Gutman & Mintz 1985 - 1986
Skills
Microsoft Excel, Enterprise Vault, Research, Data Reconciliation, G/L Analysis, Outlook, Corporate Actions, Data Entry, Inventory Control, Management, Time Management, Access, Stocks, Software Documentation, Order From Chaos, MS Excel Pivot Tables, Data Import/export, Share Reconcilement, Fund Reconcilement, Production Reporting, Proactive self-starter, Problem Solving, Learning Quickly, Trading, Product Cost Analysis, LinkedIn, Twitter, Internet, iPhone, Google Search, Creative Writing, Proofreading, Fiction Writing, Crosswords, Microsoft Outlook, cryptograms, cryptoquizes, Customer Service
Education
Fordham University
Business Administration - Accounting - 80 Credits Toward BA
HIgh School of Graphic Communication Arts
Journalism
New York School of Printing
Journalism
Chemical Bank April 2006 - Present
Education
Ferris State University 2002 — 2005
Associate of Science (AS), Diagnostic Medical Sonography/Sonographer and Ultrasound Technician
Reed City High School 1975 — 1979
Chemical Bank 2010 - Present
Chemical Bank 2007 - 2010
Skills
Banking
Education
Ferris State University 2006 — 2009
Bachelor of Science (BS), Criminal Justice and Corrections
Chemical Bank June 2015 - Present
Nature's Needs May 2014 - August 2014
Charley's Ice Cream June 2008 - August 2011
Skills
Computer Forensics, Information Security, Windows, Security, Operating Systems, Troubleshooting, Information Technology, FTK, EnCase, Lantern, Wireshark, NeXpose, Burp Suite, Firewalls
Education
Ferris State University 2011 — 2015
Bachelor of Science (BS), Information Security Intelligence