IBJ Schroder Bank & Trust Company
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IBJ Schroder Bank & Trust Company Employees
FMS Wertmanagement Service GmbH - New York October 2013 - Present
Northampton Capital LLC November 2010 - Present
Depfa Bank June 2011 - September 2013
Rabobank International March 1992 - October 2010
IBJ Schroder Bank & Trust Company March 1987 - March 1992
The Patrician Group January 1986 - December 1986
Education
St. John's University, The Peter J. Tobin College of Business 1987 — 1990
MBA, Finance
Stony Brook University 1981 — 1985
BS, Applied Mathematics & Statistics, and Economics
U.S. Trust 2011 - September 2015
Wells Fargo 2010 - 2010
U.S. Trust 2003 - 2008
Charles Schwab 2000 - 2003
Citi 1989 - 2000
IBJ Schroder Bank & Trust Company 1986 - 1989
Syn-Cronamics, Inc. 1985 - 1986
Skills
Banking, CRM, Credit Cards, Cross-functional Team..., Equities, Financial Services, High Net Worth..., Leadership, Securities, Strategy, Trading, Wealth Management, Investments, Management, Management Consulting, Mergers, Payments, Portfolio Management, Product Management, Relationship Management
Education
Columbia University in the City of New York
B.A, Political Science
Fair Lawn High School
IBJ Schroder Management Training Program
Wissahickon Valley Watershed Association February 2013 - Present
Florida Trail Association February 2011 - June 2012
Go Native Nature Tours January 2002 - February 2011
Rahway River Association, Inc December 2004 - January 2010
New Jersey Conservation Foundation November 1994 - January 2004
PCF, Inc January 1990 - January 1994
Guardian Financial Services January 1989 - January 1990
Paid Prescriptions, Inc January 1988 - January 1989
IBJ Schroder Bank & Trust Company January 1985 - January 1988
Skills
Fundraising, Policy Analysis, Public Speaking, Spanish, Publicity, Management, Budgets, Strategy, Profit, Recruiting, Customer Service, Litigation, Natural Resources, Non-profits, Community Outreach, Nonprofits, Event Management, Water Quality, Endangered Species, Grants, Public Relations, Leadership, Press Releases, Environmental Policy, Event Planning, Environmental Education, Conservation Issues, Environmental Awareness, Program Management, Wetlands, Public Policy, Sustainable Development, Community Development, Wildlife, Historic Preservation, Non-profit..., Politics, Strategic Communications, Board Development, Community Engagement, Philanthropy, Environmental Consulting, Ecology, Biodiversity, Program Development, Volunteer Management, Grant Writing, Environmental Issues
Education
Saint Peter's University 1979 — 1985
BA, Political Science/History
Atmosera, Inc. 2015 - Present
Tusten Advisors, LLC 2008 - Present
TD Securities (USA), LLC, A Subsidiary of TD Bank Group 2003 - 2007
TD Securities (USA), LLC 2002 - 2003
TD Securities (USA), LLC 1994 - 2002
TD Securities (USA), LLC 1989 - 1993
TD Securities (USA), LLC 1988 - 1989
IBJ Schroder Bank & Trust Company 1986 - 1988
IBJ Schroder Bank & Trust Company 1986 - 1986
IBJ Schroder Bank & Trust Company 1985 - 1986
Skills
Mergers & Acquisitions, Valuation, Due Diligence, Corporate Finance, Mergers, Telecommunications, Investment Banking, Capital Markets, Finance, Financial Analysis, Private Equity, Corporate Development, Leveraged Finance, Venture Capital, Derivatives, Management Consulting, Business Analysis, Risk Management, Start-ups, Executive Management, Financial Structuring, Team Leadership, Negotiation, Staff Development, Mentoring, Strategy
Education
University of Delaware
BS, Accounting with a Double Major in Finance
Schneider Electric Energy & Sustainability Services 2010 - Present
Aegon 1998 - 2009
Hartford Financial Corporation 1996 - 1998
Loan America Financial Corporation 1993 - 1995
IBJ Schroeder Bank & Trust Company 1991 - 1993
IBJ Schroder Bank & Trust Company 1989 - 1991
Skills
Financial Risk, Bonds, Risk Management, Hedging, Commodity Markets, Financial Analysis, Financial Modeling, Derivatives, Commodity, Trading, Energy Markets
Education
State University of New York Institute of Technology at Utica/Rome 1987 — 1989
Bachelor of Science (BS), Finance, General
Northeastern University 1985 — 1987
Bachelor of Science (BS), Accounting and Finance
Officer-Manager-AML OFAC Bank Of America June 2014 - Present
Bank of America March 2009 - June 2014
JPMorgan Chase May 2002 - December 2007
Lawrence cont'd May 2002 - December 2007
JPMorgan Chase May 2002 - December 2007
Guardian Trust Company January 1998 - January 2002
Coutts Bank (Switzerland LTD) 1998 - 1998
The Bank January 1995 - January 1997
IBJ Schroder Bank & Trust Company January 1990 - January 1995
Skills
Banking, Mutual Funds, Investments, Financial Services, Cash Management, Loans, Risk Management, Mortgage Lending, Trading, Business Analysis, Process Improvement, Private Banking, Coaching, Financial Risk, Fixed Income, Management, Microsoft Excel, Relationship Management, Wealth Management, Credit Risk, Requirements Analysis, Analysis, Credit Analysis, Credit, Insurance, Mergers, Portfolio Management, Investment Banking, Consumer Lending, Equities, Funding, FX Options, Bonds, Financial Modeling, Settlement, Mergers & Acquisitions
Education
LIU Brooklyn
Long Island University
Bachelor of Science (BS)
Pathway to Purpose
KCAP Financial, Inc. March 2007 - Present
Citigroup May 2003 - March 2007
Citigroup May 2002 - May 2003
Canadian Imperial Bank of Commerce 1998 - 2001
IBJ Schroder Bank & Trust Company 1996 - 1998
Citibank, N.A. 1994 - 1996
Chemical Banking Corporation 1991 - 1994
Chemical Banking Corporation 1986 - 1991
Skills
Financial Modeling, Portfolio Management, Valuation, Finance, Credit Analysis, Loans, Corporate Finance, Structured Finance, Credit, Investment Banking, Private Equity, Financial Structuring, Credit Risk
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance and Accounting
Georgetown University 1982 — 1984
Masters Degree, Economics
Smith College 1976 — 1981
B.A., Economics
my own business January 2009 - Present
Citibank, N.A., New York, New York January 1990 - July 2008
IBJ Schroder Bank & Trust Company September 1978 - December 1989
Skills
Risk Management, Due Diligence, Litigation, Credit Risk, Corporate Governance, Corporate Law, Wealth Management, Intellectual Property, Employment Law, Corporate Finance, Strategy, Governance, Commercial Lending, Capital Markets, Credit, Banking, Loans, Private Banking, Privacy Law
Education
Washington University in St. Louis School of Law 1975 — 1978
J.D., Law
Case Western Reserve University 1969 — 1973
B.A., Double Major: Anthropology and Sociology, magna cum laude
Wells Fargo November 2013 - Present
Wells Fargo, formerly Wachovia 2008 - November 2013
Wachovia 2002 - 2008
Fleet Bank 1997 - 2002
Middle Market 1996 - 1997
IBJ Schroder Bank & Trust Company 1995 - 1996
Chemical Bank 1991 - 1995
National Westminster Bank 1986 - 1991
Skills
Collaborative Leadership, Inspiring People, Communication, Community Engagement, Wholesale Banking, Retail Banking, High Performance Teams, Public Speaking, Strategic Planning, Treasury Management, Sales, Cross Selling, Consumer Lending, Mergers & Acquisitions, Commercial Mortgages, Lines Of Credit, Loan Origination, Small Business, Series 6, Portfolio Management, Asset Based Lending, Middle Market
Education
NYU Stern School of Business 1992 — 1996
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1981 — 1986
BA, Business
Currently Retired Purchasing Manager New YorkErnst & YoungAugust 1992 - April 1998
IBJ Schroder Bank & Trust Company June 1987 - September 1989
Societe Generale October 1978 - June 1987
Societe Generale 1978 - 1987
Continental Bank January 1973 - October 1978
Skills
Management
Education
Monmouth University 1958 — 1964
City University of New York
YES, BUSINESS MANAGEMENT
The Phoenicia International Festival of the Voice January 2011 - August 2011
IBJ Schroder Bank & Trust Company June 1985 - February 1993
Delphi Financial Services September 1983 - December 1985
TriStar Pictures, Inc. May 1980 - August 1983
Skills
Marketing Communications, Product Development, Public Speaking, Research, Teaching, Team Management, Arts Administration
Education
Dominican School of Philosophy and Theology 2006 — 2010
MA, Theology
New York University Stern School of Business 1983 — 1987
MBA, Finance
Math for America DC, Carnegie Institution for Science August 2008 - Present
C. Chavez PC HS, Capitol Hill Campus/'06 Teach For America 2006 - 2008
IBJ Schroder Bank & Trust Company 1998 - 2001
Education
American University 2006 — 2009
M.A.T., Secondary Education
New York University, Stern School of Business 1997 — 2002
B.S., Finance, International Business
Deutsche Bank 2004 - 2005
Greenwich Associates 2002 - 2003
Bayerische Hypo- und Vereinsbank AG 1993 - 2002
IBJ Schroder Bank & Trust Company 1988 - 1993
Winthrop Simpson Putnam & Roberts 1987 - 1988
Perkins School for the Blind June 1987 - August 1987
Skills
Banking, Cash Management, Investment Banking, Credit, Portfolio Management, Risk Management, Corporate Finance
Education
Mount Holyoke College 1983 — 1987
B.A., Religion
Emma Willard School 1979 — 1983
High School
BNY Mellon October 2014 - Present
BNY Mellon September 2012 - Present
The Bank of New York Mellon December 2006 - August 2012
Computershare Investor Services, LLC April 2006 - November 2006
Wells Fargo Bank, N.A. April 2005 - March 2006
The Bank of New York August 2000 - April 2005
Sandler O'Neill & Partners, LP March 1992 - August 2000
IBJ Schroder Bank & Trust Company January 1983 - March 1992
Skills
Banking, Capital Markets, Corporate Finance, Financial Risk, Securities, Investment Banking, Mutual Funds, Asset Managment, Fixed Income, Financial Services, Hedge Funds, Equities, Bonds, Asset Management, Structured Finance
Education
Saint Peter's University 1978 — 1982
BS, Management
Western Reserve Systems, Inc. October 2003 - Present
ReStart Central - 9/11 Relief Effort October 2001 - July 2002
Plural March 2000 - May 2001
Comtex/Interim/Norrell January 1999 - March 2000
IBJ Schroder Bank & Trust Company February 1993 - July 1997
Milgrim Thomajan & Lee PC 1987 - 1989
Mitsubishi International Corporation 1980 - 1987
Richards & O'Neil 1979 - 1980
Milbank, Tweed, Hadley & McCloy LLP 1977 - 1979
Education
Columbia Law School 1974 — 1977
J.D., Law
上智大学 / Sophia University 1973 — 1974
Graduate Studies
University of Notre Dame 1969 — 1973
B.A., Sociology/Japanese Language