Chemical Bank (now JPMorgan Chase)
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Chemical Bank (now JPMorgan Chase) Employees
Christian Brothers Investment Services September 2002 - Present
ECPAT-USA November 2013 - Present
Interfaith Center on Corporate Responsibility June 2012 - Present
National Wildlife Federation February 1997 - August 2002
Ceres, Inc. January 2000 - January 2002
Credit Committee January 1998 - January 2002
USDA Forest Service May 1995 - January 1997
North Carolina State University September 1993 - April 1995
Chemical Bank (now JPMorgan Chase) October 1988 - September 1993
Norstar Brokerage Corporation November 1987 - August 1988
Skills
Environmental Policy, Corporate Social..., Sustainability, Non-profits, Sustainable Business, Sustainability Reporting, NGOs, Nonprofits, Environmental..., Stakeholder Engagement, Strategy, Research, Corporate Communications, Government, Public Relations, Fundraising, Management Consulting, Strategic Communications, Governance, Analysis, Marketing, Investments, Sustainable Development, International..., Sustainability..., Social Entrepreneurship, Human Rights, Environmental Issues, Community Development, Climate Change, Socially Responsible..., Community Engagement, Capacity Building, Environmental Awareness, International Relations, Cleantech, Policy Analysis
Education
North Carolina State University 1993 — 1996
M.S., College of Forest Resources; Department of Parks, Recreation and Tourism
Pace University 1988 — 1991
M.B.A, Marketing
Rutgers University 1979 — 1983
B.A, Business/English
Blaylock Beal Van, LLC October 2014 - Present
Fidelity Capital Markets February 2001 - July 2014
Ramirez & Co., Inc. March 1995 - February 2001
Donaldson, Lufkin & Jenrette March 1993 - January 1995
Kidder Peabody March 1991 - March 1993
Chemical Bank (now JPMorgan Chase) June 1980 - March 1991
Skills
Fixed Income, Bloomberg, Series 7, Equities, Capital Markets, Trading, Series 63, Derivatives, Hedge Funds, Securities, Portfolio Management, Financial Markets, Mutual Funds, Investments, Asset Management, Options, Electronic Trading, Alternative Investments, Bonds, Trading Systems
Education
Wharton School, University of Pennsylvania 1978 — 1980
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1972 — 1976
Bachelor of Arts (B.A.), History
Decorist January 2015 - Present
Delicious Karma 2011 - January 2015
Jamba Juice 2009 - 2011
Beautifull, Inc. 2008 - 2009
Syndero 2007 - 2008
CCD Innovation 2005 - 2006
Tilia (purchased by Jarden) 2003 - 2004
Williams-Sonoma 2002 - 2003
The Clorox Company 1994 - 2000
Chemical Bank (now JPMorgan Chase) 1988 - 1992
Skills
Product Marketing, Social Media, Marketing, Marketing Strategy, E-commerce, Public Relations, Business Strategy, Business Development, Marketing Communications, Consumer Marketing, Consumer Packaged Goods..., Strategic Planning, Cross-functional Team..., Start-ups, Social Media Marketing, Product Development, Leadership, Team Leadership, Brand Development, Advertising, Management, New Business Development, CRM, Customer Insight, Market Planning, Marketing Research, Sales, Retail, Strategic Partnerships, Consumer Products, FMCG, Brand Management, Integrated Marketing, Competitive Analysis, Marketing Management, Digital Marketing, Online Marketing, Strategic Communications, Entrepreneurship, Lead Generation, Online Advertising, Corporate Branding, Direct Marketing, Analytics, Email Marketing, Digital Strategy, Mobile Marketing, SEM, Brand Architecture, Strategy
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Concentration in Marketing
Lehigh University 1984 — 1988
Bachelors Degree, Computer Science ● Minor in Economics
Croton Harmon High School 1980 — 1984
Gartner November 2014 - Present
IBM - Security Services 2005 - October 2014
IBM - Financial Markets, Risk & Compliance 2002 - 2005
IBM - Strategy and Change Consulting Practice 1998 - 2002
KPMG - Nolan, Norton & Company 1993 - 1998
Gourdon Technologies 1992 - 1993
Société Générale 1985 - 1991
Chemical Bank (now JPMorgan Chase) 1980 - 1985
Skills
PCI DSS, Information Security..., Information Security, Enterprise Software, IT Strategy, Strategy, Professional Services, Cloud Computing, Data Security, SaaS, Business Continuity, Governance, Identity Management, Security, Computer Security, Solution Architecture
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Management / International Business
Princeton University 1971 — 1976
BA, Economics
Choate Rosemary Hall
Capital Performance Group October 1998 - Present
Furash & Company 1994 - 1998
Chemical Bank (now JPMorgan Chase) 1988 - 1994
Skills
Strategic Planning, Change Management, Financial Analysis, Project Management, Marketing Strategy, Strategy, Business Development, Market Research, Financial Services, Mergers & Acquisitions, Banking, Leadership, Marketing, Management Consulting, Analytics, Analysis, Loans, Risk Management, Investments, Finance, Financial Modeling, Corporate Finance, Strategic Financial..., Valuation, Credit, Business Planning, Financial Risk, Business Strategy, Management, Credit Risk, Executive Management, Due Diligence, Private Equity, Market Analysis, Treasury Management, Asset Management, Capital Markets, Restructuring, Corporate Development, Investment Banking, Retail Banking
Education
Duke University - The Fuqua School of Business 1986 — 1988
MBA
Virginia Polytechnic Institute and State University - Pamplin College of Business 1982 — 1986
BS
JPMorgan Chase March 2013 - Present
CPA Forensics, LLC August 2012 - July 2013
JPMorgan Chase (via Accountemps, a Robert Half Company) January 2013 - March 2013
Kinetic Partners, LLC, (via Accountemps, a Robert Half Company) June 2012 - July 2012
AIG - Internal Audit Division 2006 - January 2012
AIG - Internal Audit Division 1999 - 2006
AIG - Internal Audit Division 1987 - 1998
Chemical Bank (now JPMorgan Chase) 1979 - 1987
Skills
Fraud, Auditing, Internal Audit, Insurance, Internal Controls, Certified Fraud Examiner, AML, Forensic Accounting, PowerPoint, OFAC, Compliance, Accurint, SAR, Relativity, Investigations, Fraud Investigations, Fraud Prevention, ACL, SAP Business Objects, Excel, Word
Education
City University of New York-Brooklyn College
BS Accounting
RBS Citizens, N.A. (Royal Bank of Scotland) 2012 - 2014
Caris & Company (now B. Riley) / M.M. Dillon 2005 - 2012
Bentley Associates 2001 - 2005
Citadel Investment Group (Nexbridge Capital) 1999 - 2001
HCFP / Brenner Securities (predecessors Southcoast Capital, Loewenbaum & Co) 1994 - 1999
Healthcare Capital Investments 1991 - 1994
Dean Witter Reynolds (now Morgan Stanley) 1989 - 1991
Chemical Bank (now JPMorgan Chase) 1983 - 1987
Skills
Mergers & Acquisitions, Investment Banking, Private Equity, Capital Markets, Commercial Banking, Financial Sponsors, Convertible Securities, Leveraged Finance, Portfolio Management, Relationship Management, Hedge Funds, Venture Capital, Medical Devices, Healthcare Information..., Specialty Pharmaceutical, Financial Structuring, Equities, Corporate Finance, Financial Services, Valuation, Private Placements, Emerging Markets, Mergers, Finance, IPO, Securities, Strategy, Equity Research, Investments, Corporate Development, Business Strategy, M&A experience, Strategic Planning, Alternative Investments, Financial Modeling, Financial Analysis, Restructuring, Due Diligence
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Master of Business Administration (MBA)
Brown University 1979 — 1983
Bachelor of Arts (B.A.)
Deutsche Bank Energy Trading March 2010 - December 2013
Self employed/Capital Markets January 2009 - February 2010
Calpine Corporation July 2006 - January 2009
Texas Genco (now NRG Texas) November 2004 - July 2006
Quint Capital LP March 2002 - November 2004
Enron Corp July 1993 - December 2001
Phibro Energy March 1989 - June 1993
Thomson McKinnon Securities (now Wachovia Securities) March 1985 - March 1989
Chemical Bank (now JPMorgan Chase) June 1984 - March 1985
Skills
Commodity, Commodity Markets, Derivatives, Due Diligence, Portfolio Management, Hedge Funds, Energy Markets, Hedging, Risk Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1984
Bachelor of Arts (BA), Economics
Citibank February 2007 - Present
The Chase Bank September 1986 - March 2006
JPMorgan Chase 2002 - 2006
Chemical Bank (now JPMorgan Chase) 1990 - 1996
Skills
Credit, Loans, Commercial Banking, Commercial Lending, Banking
Education
Brown University 1968 — 1972
BA, History
Cora Capital Advisors, LLC October 2010 - April 2011
Harvard Kennedy School of Government 2008 - 2008
Focus Humanitarian Assistance USA 1997 - 2000
Bank of New York (now BNY Mellon) 1994 - 1998
Bank of New York (now BNY Mellon) 1992 - 1998
Chemical Bank (now JP Morgan Chase) 1988 - 1991
Chemical Bank (now JP Morgan Chase) 1986 - 1989
Chemical Bank (now JPMorgan Chase) 1983 - 1986
Skills
Trading, Financial Modeling, Emerging Markets, Corporate Finance, Venture Capital, Investments, Team Leadership, Organizational..., Management, Strategic Leadership, International..., Strategic Planning, Risk Management
Education
Harvard University, John F. Kennedy School of Government 2007 — 2008
MPA, International development, Leadership
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, International Finance and Strategic Management
Harvard University 1975 — 1979
AB, Biochemistry
The Aga Khan High School 1970 — 1973