First Niagara Bank, N.A.
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First Niagara Bank, N.A. Employees
Alliance Partners LLC December 2014 - Present
EY May 2014 - November 2014
First Niagara Bank, N.A. August 2011 - April 2014
Bridgewater Wealth & Financial Management August 2010 - July 2011
Dish Network June 2009 - August 2009
Education
Georgetown University - The McDonough School of Business 2014 — 2017
MBA
University of Michigan 2006 — 2010
Bachelor of Arts, Economics
The Bullis School 2002 — 2006
First Niagara Bank, N.A. August 2013 - Present
Colonie Senior Service Centers Inc. 2008 - Present
Girl Scouts of Northeastern New York January 2006 - Present
Academy of the Holy Names January 2012 - August 2013
Citizens Bank February 2010 - December 2011
Citizens Bank October 1997 - January 2010
Royal Bank of Scotland October 1997 - January 2010
Charter One Bank October 1997 - June 2004
Key Bank June 1993 - October 1997
First American Bank April 1983 - June 1993
Skills
Banking, Commercial Banking, Retail Banking, Cash Management, Finance, Relationship Management, Cross Selling, Treasury Management, Small Business Lending, Sales, Credit Analysis, Loan Origination, Financial Reporting, Leadership, Commercial Lending, Loans, Wealth Management, Management, Executive Management, Payments, Mortgage Lending, Portfolio Management, Investments, Strategic Financial..., Credit Risk, Internet Banking, Financial Risk, Financial Services, Program Management, Customer Service, Deposits, Financial Analysis, Coaching, Underwriting, Consumer Lending, Risk Management
Education
Babson College 2008 — 2008
Advanced Leadership Development Program
Siena College 1978 — 1982
BBA, Accounting
Academy of the Holy Names 1974 — 1978
Convergent Financial Strategies LLC October 2014 - Present
First Niagara Bank, N.A. April 2008 - October 2014
State Bank of Long Island September 2000 - April 2008
Executive Financial Services Inc. 1999 - 2000
Advanta January 1996 - April 1998
Advanta 1994 - 1996
Skills
Asset Allocation, Asset Management, Fixed Income, Portfolio Management, Capital Markets, Asset Managment, Wealth Management, Finance, Financial Advisory, Investments, Investment Management, Alternative Investments, Retirement Planning, Series 7, Investment Strategies, Mutual Funds, Securities, Strategic Financial..., Wealth Management..., Investment Advisory, Bonds, Equities, Financial Services, Banking, Financial Planning
Education
Drexel University - LeBow College of Business 1990 — 1995
MBA, Investment Management
Villanova University 1986 — 1988
BS, Finance
Upper Merion Area High School 1980 — 1983
High School, General
First NIagara Bank, N.A. December 2014 - Present
First Niagara Bank, N.A. September 2010 - December 2014
Merrill Lynch Trust Company May 2005 - July 2008
Merrill Lynch Trust Company September 2002 - May 2005
Merrill Lynch Trust Company July 2001 - September 2002
Merrill Lynch Trust Company April 2000 - July 2001
Wachovia Bank April 1986 - March 2000
Philanthropic Development Council, Inc. June 1983 - December 1985
Skills
Leadership, Wealth Management
Education
Holy Family University
B.A., Management and Marketing, Magna Cum Laude
First Niagara Bank, N.A. April 2012 - Present
Skills
Commercial Real Estate, Commercial Banking, Commercial Lending, Middle Market, Loan Origination, Loan Closings, Loan Servicing, Credit Analysis, Portfolio Management, Legal Documents, Legal Writing, Loan Compliance, General Ledger, Credit Policy, Customer Service, Customer Retention, Wire Transfers, Regulatory Compliance, Special Projects, Legal Research, Foreign Exchange, Loans, Banking, Funding, Financial Risk, Credit
Education
State University of New York College at Fredonia 2006 — 2011
Bachelor's Degree
M&T Bank March 2015 - Present
First Niagara Bank, N.A. August 2009 - 2015
Five Star Bank 2004 - 2009
Fleet Bank 1994 - 2004
Fleet Bank 1990 - 1994
Skills
Commercial Lending, Credit, Small Business Lending, Commercial Banking, Credit Analysis, Underwriting, Mortgage Lending, Loans, Consumer Lending, Loan Origination, Credit Risk, Portfolio Management, Lines Of Credit, Commercial Mortgages, Banking, Cross Selling, Appraisal Review, Credit Scoring...
Education
St. Bonaventure University 1995 — 1997
MBA, Business Management - Accounting/Finance
University at Buffalo 1988 — 1994
BS, Business Managment - Accounting/Finance
Alfred State College - SUNY College of Technology 1971 — 1973
AAS, Business Adminstration - Accounting
First Niagara Bank, N.A. 2013 - Present
HSBC Bank USA, N.A. 2011 - 2013
Deloitte & Touche, LLP 2008 - 2011
Skills
Financial Analysis, Auditing, Finance, Internal Controls, Financial Reporting, Microsoft Office, Financial Accounting, Accounting, Microsoft Excel, Sarbanes-Oxley Act
Education
Canisius College 2004 — 2008
BS, Accounting
Global Real Estate Advising and Consulting, LLC January 2009 - Present
Axiom Corporation March 2015 - Present
Mastroieni & Associates, Inc. February 2013 - Present
Comey & Shepherd (past), Keim Century 21 (current) January 1999 - Present
First Niagara Bank, N.A. April 2012 - November 2012
Lehigh University January 2004 - June 2010
NAHB June 1995 - June 1998
Price Waterhouse, Office of Government Services, Washington, D.C. June 1994 - June 1995
Fisher College of Business 1985 - 1991
Lundy Electronics 1983 - 1985
Skills
Commercial Valuation, Appraisal, Investment Analysis, Feasibility Studies, Business Valuation, Appraisal Review, Commercial Real Estate..., Adjunct Teaching, High Caffeine Tolerance, Instructing, Training & Development, Course Development, Appraisals, Valuation
Education
The Ohio State University - The Max M. Fisher College of Business 1987 — 1994
PhD, Finance (Real Estate)
The Ohio State University - The Max M. Fisher College of Business 1977 — 1979
M.B.A., Finance
The Ohio State University - The Max M. Fisher College of Business 1974 — 1977
B.S.B.A., Accounting & Real Estate (dual degree)
First Niagara Bank, N.A. June 2012 - Present
First Niagara Bank September 2011 - June 2012
Citizens Bank September 2004 - March 2011
Charter One Auto Finance April 1994 - September 2004
Education
Penn State University 1979 — 1983
B.S., Accounting
First Niagara Bank, N.A. January 2013 - Present
Independent Advisor June 2009 - January 2013
Wachovia Bank 1991 - 2008
SEI and Premier Systems October 1986 - October 1991
Glenmede December 1983 - October 1986
Saul Ewing LLP October 1980 - December 1983
Skills
Wealth Management, Banking, Personal Financial..., Financial Modeling
Education
Neumann University 1980 — 1984
Bachelor of Science, Legal Administration
Wesley College 1978 — 1980
AA, Legal/Paralegal
Cornerstone Community Federal Credit Union 2013 - Present
First Niagara Bank, N.A. September 2009 - 2013
Elmira Savings Bank November 2007 - September 2009
Skills
Sales, Microsoft Word, Leadership, Retirement Planning, Microsoft Excel, Life Insurance, Microsoft Office, Customer Service, Consumer Lending, Cold Calling, Loans, Commercial Banking, Credit, Retail Banking, Employee Relations, Financial Analysis, Banking, Commercial Lending, Loan Origination, Finance, Lines Of Credit, Public Speaking, Home Equity Lines of..., Home Equity Loans
Education
State University of New York College at Fredonia