Citytrust Company
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Citytrust Employees
The Revzon Consulting Group LLC 1997 - Present
AccuTech Systems 2004 - 2010
Shawmut Consulting Group, Inc. 1998 - 2001
Shawmut Corporation 1988 - 1997
Citytrust November 1978 - December 1988
Skills
Corporate Trust, Employee Benefits, Conversions, Retirement, 401k, Pensions, ERISA, Trust Services, Compliance, Auditing, Banking, Mergers, Process Improvement, Management Consulting, Change Management, Securities, Risk, Outsourcing, Mergers & Acquisitions, CRM, Team Leadership, Financial Services, Risk Management, Financial Advisory, Management
Education
Post University 1981 — 1987
BS, Business
Connecticut Community Bank, N.A. September 2006 - Present
Chase Manhattan Corporation August 1991 - September 2006
Citytrust 1980 - 1990
Skills
Loans, Commercial Lending, Small Business Lending, Banking, Consumer Lending, Commercial Banking, Retail Banking, Lines Of Credit, Credit, Loan Origination, Cross Selling, Mortgage Lending, Relationship Management, Commercial Mortgages
Education
Sacred Heart University 1969 — 1974
Liberal Arts
Aetna December 2012 - Present
The Capstone Partnership June 2009 - December 2012
JPMorgan Chase August 1991 - June 2009
Citytrust July 1979 - August 1991
Skills
Succession Planning, Leadership Development, Redeployment, Mergers, Outplacement, Talent Management, Performance Management, Talent Acquisition, Career Management, Career Development, Strategy, Human Resources, Organizational Design, Employee Engagement, Mergers & Acquisitions, HR Consulting, Recruiting, Change Management, Organizational..., Onboarding, Employee Benefits, HRIS, Management, Compensation & Benefit, Coaching, Deferred Compensation, Executive Coaching, Employee Relations, Workforce Planning
Education
Albertus Magnus College
BA, Economics
Bank of America November 2009 - Present
Financial Services Volunteer Corps October 2003 - Present
Bank of America October 2006 - October 2009
Bank of America September 2004 - October 2006
Webster Bank August 2002 - September 2004
Fleet Bank March 1999 - August 2002
Fleet Bank April 1994 - March 1999
Fleet Bank March 1990 - April 1994
Epstein Funding, Inc. June 1988 - March 1990
Citytrust June 1986 - June 1988
Education
Columbia University - Columbia Business School 1980 — 1981
MBA
Brandeis University 1974 — 1978
B.A.
Financial Services Company 2012 - Present
Sigma PE Partners April 2011 - 2012
US Trust, Bank of America 1997 - 2011
Fleet Bank 1995 - 1997
Fleet Bank 1992 - 1995
citytrust December 1985 - January 1992
Skills
Wealth Management, Private Banking, Estate Planning, Asset Allocation, Alternative Investments, Credit, Loans, Banking, Commercial Banking, Financial Planning, Finance, Investments, Series 7, Credit Analysis, Investment Advisory, Mutual Funds
Education
Gettysburg College
Bachelor of Arts, Business Administration
University of New Haven
MBA, Finance
Belmont Savings Bank September 2013 - Present
Webster Bank September 2011 - May 2013
Guilford Savings Bank June 2004 - August 2011
The Michaud Company August 2003 - June 2004
First Niagara Bank August 1998 - July 2003
Citytrust June 1983 - November 1990
Skills
Small Business Lending, Cash Flow Lending, Team Building, Financial Risk, Financial Structuring, Loans, Commercial Real Estate, Construction Loans, Finance, Structured Finance, Mergers, Mortgage Banking, Cash Management, Leadership, Commercial Lending, Financial Analysis, Commercial Banking
Education
Albertus Magnus College
B.A., Business
Porzio Law Offices November 2010 - Present
Maureen's Beach Getaways October 2009 - Present
ACT Management Inc. May 2008 - November 2009
Christopher G. Winans, P.C. August 2000 - August 2007
DaimlerChrysler Capital Services November 1996 - June 2000
Bethea, Jordan & Griffin, P.A. July 1995 - September 1996
Baker, Moots & Pellegrini, P.C. December 1985 - June 1995
Cohen and Wolf, P.C. June 1980 - December 1985
CItytrust June 1977 - June 1980
Skills
Contract Negotiation, Customer Service, Event Planning, Fundraising, Legal Assistance, Legal Writing, Management, Notary Public, Public Speaking, Real Estate, Social Media, Strategic Planning, Vacation Homes, Vacation Rental
Education
Fairfield University 1982 — 1982
Certificate, Real Estate Paralegal
Katharine Gibbs Secretarial School 1976 — 1977
Certificate
Newtown High School
Webster Bank July 2012 - Present
Savings Bank of Danbury August 2004 - August 2006
Clarke Sign Systems,Inc 1988 - 2003
Sign Express,Inc 1988 - 1997
Citytrust June 1977 - June 1986
Education
University of Bridgeport-MBA 1979 — 1983
Master of Business Administration (MBA), Marketing/Marketing Management, General
Western Connecticut State University 1974 — 1977
Bachelors, Marketing
Greens Farms Academy 1968 — 1970
high school
Scotiabank January 2011 - Present
citifinancial August 2005 - August 2010
Citytrust June 1990 - July 1996
Skills
Mortgage Lending, Loans, Residential Mortgages, Credit Analysis, Credit, Banking, First Time Home Buyers, Analysis, Investments, Cross Selling, Portfolio Management, Lines Of Credit, Relationship Management, Construction Loans, Mortgage Banking, Retail Banking, Consumer Lending, Commercial Banking, Financial Analysis, Credit Risk, Financial Services, Refinance, Wealth Management, Commercial Mortgages, Small Business Lending, Commercial Lending, Strategic Financial..., Financial Planning
Education
University of Baguio
Major in Accounting
Union Savings Bank - CT April 2010 - Present
The First National Bank of Litchfield April 1990 - April 2010
Citytrust November 1979 - April 1990
Skills
Financial Reporting, Accounting, Financial Analysis, Excel
Education
Fairfield University 1976 — 1979
BS, Accounting
People's United Bank January 2015 - Present
People's United Bank April 1990 - January 2015
Citytrust June 1975 - April 1990
Skills
Letters of Credit, Loans, Payments, International Trade, Trading, Commercial Banking, Credit Analysis, Finance, Mortgage Lending, Financial Analysis, Risk Management
Education
Connecticut Center for Massage Therapy-Westport 2008 — 2010
License, Massage Therapy/Therapeutic Massage
CT School of Bartending 2006 — 2006
Certification, Bartending/Bartender
Stratford High School 1974 — 1976
Diploma, Business
A Yankee Peddler Loan, LLC August 2012 - Present
Northwestern Mutual December 2003 - August 2012
Yankee Peddler & Pawn, Inc. March 1992 - May 2003
Citytrust May 1985 - September 1991
The Irving Trust Company July 1982 - May 1985
Skills
Commercial Banking, Finance, Sales, Microsoft Excel, Retirement Planning, New Business Development, Fixed Annuities, Disability Insurance, Life Insurance, Retirement, Long Term Care Insurance, Strategic Financial..., Series 63, Real Estate, Team Building, Financial Analysis, Investments, Financial Advisory, Estate Planning, Securities, Insurance, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance, International Business
Georgetown University 1976 — 1980
BSFS, International Economics
Self Emloyed August 2013 - Present
Fairfield County Bank September 2006 - August 2013
NewMil Bank 1999 - 2006
Nutmeg Federal Savings and Loan 1992 - 1999
Citytrust 1983 - 1990
Union Trust 1972 - 1981
Skills
Commercial Lending, Loans, Commercial Banking, Small Business Lending, Banking, Real Estate, Due Diligence, Underwriting, SBA, Loan Origination, Retail Banking, Portfolio Management, New Business Development, Cross Selling, Insurance, Lines Of Credit, Investments, Commercial Mortgages, Credit Risk, Refinance, Credit Analysis, Credit, Mortgage Lending, FHA, Risk Management, Consumer Lending, Asset Management, Asset Based Lending, Cash Management, Financial Analysis, Commercial Real Estate, Series 63, Strategic Financial..., Finance, Mortgage Banking, Construction Loans, Financial Structuring, Residential Mortgages, Real Estate Financing
Education
University of Bridgeport 1970 — 1972
MBA, Finance
University of Denver - Daniels College of Business 1963 — 1968
BSBA, Marketing
Trinity School 1959 — 1964
General
People's United Bank September 2008 - Present
JPMORGAN CHASE BANK, N.A. 1996 - 2008
JPMORGAN CHASE BANK, N.A. 1994 - 1996
CONSOLIDATED ASSET RECOVERY CORPORATION 1991 - 1994
CITYTRUST 1990 - 1991
WESTPORT BANK & TRUST 1986 - 1990
THE BANK OF NEW YORK MELLON 1982 - 1986
Skills
Commercial Lending, Credit Analysis, Loans, Cash Management, Workout, New Business Development, Banking, Credit Risk, Portfolio Management, Commercial Banking, Underwriting, Customer Relations, Cross Selling, Treasury Management, Business Development, Credit, Treasury Services, Small Business Lending, Lines Of Credit, Asset Based Lending, Relationship Management, Loan Origination
Education
University at Albany, SUNY 1977 — 1981
B.S.
United Way of Coastal Fairfield County August 2006 - Present
Talbots 1999 - 2006
Bridgeport Regional Business Council 1994 - 1998
Junior Achievement of Eastern Fairfield County 1992 - 1994
Citytrust 1981 - 1991
Skills
Nonprofits, Volunteer Management, Newsletters, Event Planning, Fundraising, Community Outreach, Grant Writing, Non-profits, Public Relations, Philanthropy, Event Management, Social Networking, Social Media, Grants, Media Relations, Editing, Strategic Communications, Press Releases, Marketing Communications, Social Media Marketing, Marketing, Copy Editing, Publicity, Constant Contact, Drupal Content..., Web Analytics, Web Applications, Web Content, Website Development, Market Research, Digital Marketing, Online Marketing, Product Marketing, Email Marketing
Education
Fairfield University
BS, Marketing
Trumbull High School
Philips Consumer Lifestyle October 2012 - Present
GE Asset Management April 2010 - October 2012
Philips 2012 - 2012
JPMorgan Chase August 1991 - January 2009
JPMorgan Chase 1991 - 1998
Citytrust 1980 - 1991
Education
Sacred Heart University 1975 — 1979
B.S., Business Administration
Pulte Homes June 2005 - Present
AMS Advisory Services June 1999 - June 2005
Scott, Kenney & Partners October 1997 - June 1999
Citytrust January 1977 - June 1990
Education
University of New Haven 1994 — 1996
MBA, Strategic Marketing
University of Pennsylvania 1969 — 1973
BA, English & History double major
D Cide 2013 - Present
IBM Global Services 1998 - 2013
Niwot Growers Association 2010 - 2012
JPMorgan Chase & Co. 1995 - 1998
Citytrust 1977 - 1995
Skills
Project Portfolio..., SOA, Business Strategy, PMP, Management Consulting, Process Improvement, Solution Architecture, Enterprise Architecture, Strategy, Business Transformation, Business Process..., ITIL, Disaster Recovery, Business Process..., Unix, Global Delivery, Business Analysis, Cloud Computing, SQL, IT Operations, Requirements Analysis, Visio, Service Delivery, Project Delivery, Requirements Gathering, IT Management, Business Process, Outsourcing, Team Leadership, Business Process Design, Risk Management, IT Service Management, Governance, ERP, Change Management, Program Management, Project Planning, Vendor Management, Project Management, Integration, IT Strategy, Software Project..., PMO, Software Development, Business Intelligence, SDLC, Cross-functional Team..., Data Center, Management, IT Outsourcing
Education
Hiram College
Economics
Tulane University - A.B. Freeman School of Business
MBA, Finance
Self Employed - Entreprenuer November 2002 - Present
Morgan Stanley November 1993 - November 2002
Webster Bank November 1990 - November 1992
Citytrust 1985 - 1990
Citytrust Bank 1984 - 1986
Citytrust Bank September 1982 - September 1984
Bridgeport Machines February 1980 - June 1982
Skills
Banking, Loans, Portfolio Management, Investments, Asset Managment, Financial Analysis, Credit, Securities, Finance, Commercial Lending, Risk Management, Underwriting, Trust Services, Wealth Management, Strategic Financial..., Financial Modeling, Strategic Planning, Equities, Alternative Investments, Budgets
Education
University of New Haven 1987 — 1992
Master's, Finance
Quinnipiac University 1976 — 1979
Bachelors of Science, Accounting