IBJ Whitehall
Description
Located in: Park Avenue PlaceAddress: 711 5th Ave, New York, NY 10022 Phone: (212) 634-3344Category: : : : Website: : Place name: : : Hours: Category: Business management consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Whitehall Financial Group Posting publicly on the Web Write a review Reviews Be the first to review
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IBJ Whitehall Employees
Employee
Years
Job
Industry
Steven Yi Steven Yi's IBJ Whitehall Experience August 1989 - September 2000
Job Managing Director at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank October 2006 - Present
Citigroup Private Bank February 2001 - September 2006
IBJ Whitehall August 1989 - September 2000
Arthur Andersen & Co. June 1985 - June 1987
Skills
Lending to Ultra High..., Lending to middle..., Providing subscription...
Education
Columbia University - Columbia Business School 1987 — 1989
Master of Business Administration (MBA), Finance, General
Wesleyan University 1981 — 1985
Bachelor of Arts (BA), Economics
Deutsche Bank October 2006 - Present
Citigroup Private Bank February 2001 - September 2006
IBJ Whitehall August 1989 - September 2000
Arthur Andersen & Co. June 1985 - June 1987
Skills
Lending to Ultra High..., Lending to middle..., Providing subscription...
Education
Columbia University - Columbia Business School 1987 — 1989
Master of Business Administration (MBA), Finance, General
Wesleyan University 1981 — 1985
Bachelor of Arts (BA), Economics
Jennifer Vargas Jennifer Vargas's IBJ Whitehall Experience July 1999 - April 2000
Job SVP, External Communications at Ketchum
Industry Public Relations and Communications
Experience
Ketchum January 2015 - Present
Avon Products, Inc. August 2011 - January 2015
Avon July 2006 - August 2011
Moody's KMV May 2005 - July 2006
Moody's Corporation May 2002 - May 2005
Moody's Corporation May 2002 - May 2005
Moody's Investors Service April 2000 - May 2002
IBJ Whitehall July 1999 - April 2000
Skills
Media Relations, Corporate Communications, Crisis Communications, Internal Communications, Press Releases, Social Media, Public Relations, Communication Training, Strategic Communications, Marketing Communications, Communications Planning, Editing, Reputation Management, Integrated Marketing, Publicity, Program Management, Copywriting, Social Media Marketing, Speech Writing, Spokesperson, Content Development, Newsletters, Leadership, Blogging
Education
Fordham Gabelli School of Business 2001 — 2005
MBA, Finance & Communications
Syracuse University - SI Newhouse School of Public Communications 1995 — 1999
BS, Public Relations
Marymount School of New York 1983 — 1995
High School, K-12
Ketchum January 2015 - Present
Avon Products, Inc. August 2011 - January 2015
Avon July 2006 - August 2011
Moody's KMV May 2005 - July 2006
Moody's Corporation May 2002 - May 2005
Moody's Corporation May 2002 - May 2005
Moody's Investors Service April 2000 - May 2002
IBJ Whitehall July 1999 - April 2000
Skills
Media Relations, Corporate Communications, Crisis Communications, Internal Communications, Press Releases, Social Media, Public Relations, Communication Training, Strategic Communications, Marketing Communications, Communications Planning, Editing, Reputation Management, Integrated Marketing, Publicity, Program Management, Copywriting, Social Media Marketing, Speech Writing, Spokesperson, Content Development, Newsletters, Leadership, Blogging
Education
Fordham Gabelli School of Business 2001 — 2005
MBA, Finance & Communications
Syracuse University - SI Newhouse School of Public Communications 1995 — 1999
BS, Public Relations
Marymount School of New York 1983 — 1995
High School, K-12
Deb Tangen Deb Tangen's IBJ Whitehall Experience 1995 - 2000
Job Senior Vice President at PNC Bank
Industry Banking
Experience
PNC Bank January 2001 - Present
Treasury Strategies, Inc. 2000 - 2001
IBJ Whitehall 1995 - 2000
IBJ Schroder 1989 - 1995
Standard Chartered Bank 1988 - 1989
JPMorgan Chase 1982 - 1988
Skills
Certified Cash Manager,..., Treasury Management, Liquidity Management, Commercial Banking, Commercial Lending, Cash Management, ACH, Interest Rate Risk..., Financial Analysis, Credit Risk, Payments, Portfolio Management, Capital Markets, Certified Treasury..., Banking, Structured Finance, Investment Banking, Corporate Finance, Risk Management, Credit Analysis, Asset Based Lending, Loans, Treasury Services, Financial Risk, Small Business Lending, Retail Banking, Credit Cards, Financial Services, Consumer Lending, Financial Institutions, Operational Risk, Middle Market, AML, FX Options
Education
Brooklyn College
BS
PNC Bank January 2001 - Present
Treasury Strategies, Inc. 2000 - 2001
IBJ Whitehall 1995 - 2000
IBJ Schroder 1989 - 1995
Standard Chartered Bank 1988 - 1989
JPMorgan Chase 1982 - 1988
Skills
Certified Cash Manager,..., Treasury Management, Liquidity Management, Commercial Banking, Commercial Lending, Cash Management, ACH, Interest Rate Risk..., Financial Analysis, Credit Risk, Payments, Portfolio Management, Capital Markets, Certified Treasury..., Banking, Structured Finance, Investment Banking, Corporate Finance, Risk Management, Credit Analysis, Asset Based Lending, Loans, Treasury Services, Financial Risk, Small Business Lending, Retail Banking, Credit Cards, Financial Services, Consumer Lending, Financial Institutions, Operational Risk, Middle Market, AML, FX Options
Education
Brooklyn College
BS
Elizabeth Kazar Hendricks Elizabeth Kazar Hendricks's IBJ Whitehall Experience 1993 - 2001
Job Human Resources Professional
Industry Human Resources
Experience
IBJ Schroder Bank & Trust Co, 1993 - 2001
IBJ Whitehall 1993 - 2001
IBJ Whitehall Financial Group 1992 - 2001
Chemical Bank 1987 - 1990
Education
Susquehanna University 1983 — 1987
BA, Communications
Christ the King High School 1979 — 1983
Diploma
Elementary School 1972 — 1979
Our Lady of The Cenacle 1972 — 1979
IBJ Schroder Bank & Trust Co, 1993 - 2001
IBJ Whitehall 1993 - 2001
IBJ Whitehall Financial Group 1992 - 2001
Chemical Bank 1987 - 1990
Education
Susquehanna University 1983 — 1987
BA, Communications
Christ the King High School 1979 — 1983
Diploma
Elementary School 1972 — 1979
Our Lady of The Cenacle 1972 — 1979
Claude Mattessich Claude Mattessich's IBJ Whitehall Experience 1997 - 2003
Job Managing Director at CIT Group
Industry Investment Banking
Experience
CIT Group June 2011 - Present
Capital One Leverage Finance June 2008 - July 2011
Merrill Lynch Capital December 2003 - March 2008
IBJ Whitehall 1997 - 2003
Education
Columbia University in the City of New York 1987 — 1991
BA, Economics
Hofstra University 1995 — 1998
MBA, Banking and Finance
CIT Group June 2011 - Present
Capital One Leverage Finance June 2008 - July 2011
Merrill Lynch Capital December 2003 - March 2008
IBJ Whitehall 1997 - 2003
Education
Columbia University in the City of New York 1987 — 1991
BA, Economics
Hofstra University 1995 — 1998
MBA, Banking and Finance
Shawn McAlarney Shawn McAlarney's IBJ Whitehall Experience 1994 - 2000
Job Compensation Group Manager at Citi
Industry Financial Services
Experience
Citi October 2012 - Present
Citigroup September 2010 - October 2012
Citigroup October 2003 - September 2010
Fiduciary Trust Company International 2000 - 2003
IBJ Whitehall 1994 - 2000
Skills
Financial Services, Investment Banking, Financial Analysis, Equities, Risk Management
Education
Pace University - Lubin School of Business 1995 — 1999
MBA, Dual MBA Finance & Information Systems
Saint John's University 1990 — 1994
BS, Accounting
Citi October 2012 - Present
Citigroup September 2010 - October 2012
Citigroup October 2003 - September 2010
Fiduciary Trust Company International 2000 - 2003
IBJ Whitehall 1994 - 2000
Skills
Financial Services, Investment Banking, Financial Analysis, Equities, Risk Management
Education
Pace University - Lubin School of Business 1995 — 1999
MBA, Dual MBA Finance & Information Systems
Saint John's University 1990 — 1994
BS, Accounting
Trevor Freeman Trevor Freeman's IBJ Whitehall Experience September 2000 - February 2002
Job Senior Vice PresidentSponsor Finance at Citi Private Bank
Industry Banking
Experience
Citi Private Bank January 2015 - Present
Citi Private Bank April 2013 - December 2014
Citi Private Bank January 2008 - April 2013
Citi Private Bank September 2004 - January 2008
Washington Mutual February 2002 - September 2004
IBJ Whitehall September 2000 - February 2002
Skills
Credit Analysis, Credit, Structuring, Loans, Trade Finance, Private Wealth..., Private Banking, Credit Risk, AML, Commercial Lending, Commercial Banking, Banking, Financial Modeling, FX, Financial Analysis, Capital Markets, Structured Finance, Lines Of Credit, Portfolio Management, Underwriting, Deal Structuring, Workout, Financial Markets, Derivatives, Credit Derivatives, Letters of Credit, Financial Structuring, FX Options, Bloomberg, Finance, Financial Services, Private Equity, Wealth Management, Asset Based Lending, Fixed Income, Financial Risk
Education
New York University 2000 — 2002
Diploma in Credit Analysis
Fordham University 1995 — 1999
Finance
Marin Catholic High School 1991 — 1995
High School Diploma
Citi Private Bank January 2015 - Present
Citi Private Bank April 2013 - December 2014
Citi Private Bank January 2008 - April 2013
Citi Private Bank September 2004 - January 2008
Washington Mutual February 2002 - September 2004
IBJ Whitehall September 2000 - February 2002
Skills
Credit Analysis, Credit, Structuring, Loans, Trade Finance, Private Wealth..., Private Banking, Credit Risk, AML, Commercial Lending, Commercial Banking, Banking, Financial Modeling, FX, Financial Analysis, Capital Markets, Structured Finance, Lines Of Credit, Portfolio Management, Underwriting, Deal Structuring, Workout, Financial Markets, Derivatives, Credit Derivatives, Letters of Credit, Financial Structuring, FX Options, Bloomberg, Finance, Financial Services, Private Equity, Wealth Management, Asset Based Lending, Fixed Income, Financial Risk
Education
New York University 2000 — 2002
Diploma in Credit Analysis
Fordham University 1995 — 1999
Finance
Marin Catholic High School 1991 — 1995
High School Diploma
Roy Borrelli Roy Borrelli's IBJ Whitehall Experience May 1979 - December 2002
Job Vice President and Manager of Loan Operations at Churchill Financial
Industry Financial Services
Experience
Churchill Financial March 2006 - December 2011
PHH Mortgage May 2005 - March 2006
Independence Community Bank January 2003 - January 2005
IBJ Whitehall May 1979 - December 2002
Skills
Loan Operations, Loan Accounting, CLO Operations, Administrative Agent, Wall Street Office, SOX, CLO Accounting, CLO Compliance, Treasury Operations, FX, Risk Management, Project Management, Compliance Audits, Excel, Word, ClearPar
Education
Wagner College 1978 — 1981
Master Degree, Finance
St. Francis College 1972 — 1976
BS, Business Management
Churchill Financial March 2006 - December 2011
PHH Mortgage May 2005 - March 2006
Independence Community Bank January 2003 - January 2005
IBJ Whitehall May 1979 - December 2002
Skills
Loan Operations, Loan Accounting, CLO Operations, Administrative Agent, Wall Street Office, SOX, CLO Accounting, CLO Compliance, Treasury Operations, FX, Risk Management, Project Management, Compliance Audits, Excel, Word, ClearPar
Education
Wagner College 1978 — 1981
Master Degree, Finance
St. Francis College 1972 — 1976
BS, Business Management
Steven Goyette's IBJ Whitehall Experience 1986 - 2002
Job SVP, Collateral Control, Field Exam Manager, Operations Manager, and Financial Officer at Webster Business Credit
Industry Banking
Experience
Webster Business Credit June 1986 - Present
IBJ Whitehall 1986 - 2002
Skills
Asset Based Lending, Banking, Working Capital..., Commercial Banking, Financial Analysis, Commercial Lending, Restructuring, Credit Risk, Credit Analysis, Loans, Financial Modeling, Portfolio Management, Risk Management, Credit, Small Business Lending, Investment Banking, Structured Finance, Corporate Finance, Due Diligence, Funding, Financial Structuring, Loan Origination, Finance, Strategic Planning, Financial Risk, Hedge Funds, Cash Management, Lines Of Credit, Underwriting, Mergers & Acquisitions, Commercial Finance, Treasury Management, Capital Markets
Education
Providence College 1979 — 1983
Shea 1977 — 1979
Webster Business Credit June 1986 - Present
IBJ Whitehall 1986 - 2002
Skills
Asset Based Lending, Banking, Working Capital..., Commercial Banking, Financial Analysis, Commercial Lending, Restructuring, Credit Risk, Credit Analysis, Loans, Financial Modeling, Portfolio Management, Risk Management, Credit, Small Business Lending, Investment Banking, Structured Finance, Corporate Finance, Due Diligence, Funding, Financial Structuring, Loan Origination, Finance, Strategic Planning, Financial Risk, Hedge Funds, Cash Management, Lines Of Credit, Underwriting, Mergers & Acquisitions, Commercial Finance, Treasury Management, Capital Markets
Education
Providence College 1979 — 1983
Shea 1977 — 1979
Daniel Honeker's IBJ Whitehall Experience 1997 - 2001
Job Managing Director at Crescent Capital Group
Industry Financial Services
Experience
Crescent Capital Group July 2005 - Present
Canterbury Capital Partners August 2001 - July 2005
IBJ Whitehall 1997 - 2001
Skills
Capital Markets, Private Equity, Leveraged Finance, Equities, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Hedge Funds, Venture Capital, Due Diligence, Asset Management, Investments, Fixed Income, Alternative Investments, Bloomberg, Portfolio Management, LBO
Education
College of the Holy Cross 1987 — 1991
BA
Seton Hall University 1994 — 1996
MBA, Finance
Delbarton
Crescent Capital Group July 2005 - Present
Canterbury Capital Partners August 2001 - July 2005
IBJ Whitehall 1997 - 2001
Skills
Capital Markets, Private Equity, Leveraged Finance, Equities, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Hedge Funds, Venture Capital, Due Diligence, Asset Management, Investments, Fixed Income, Alternative Investments, Bloomberg, Portfolio Management, LBO
Education
College of the Holy Cross 1987 — 1991
BA
Seton Hall University 1994 — 1996
MBA, Finance
Delbarton
Michelle Carson's IBJ Whitehall Experience 1998 - 2002
Job Partner at Verno Capital
Industry Investment Management
Experience
Verno Capital June 2010 - Present
Kazimir Partners December 2007 - November 2009
Bear Stearns Asset Management 2006 - 2007
Natixis 2003 - 2005
CIBC World Markets 2003 - 2004
CIBC World Markets 2003 - 2004
IBJ Whitehall 1998 - 2002
Citicorp 1983 - 1998
Skills
Management, Alternative Investments, Asset Management, Fixed Income, Emerging Markets, Hedge Funds, Equities, Financial Modeling, Investment Management, Private Equity, Investment Banking, Investments
Education
New York University - Leonard N. Stern School of Business 1975 — 1977
MBA
Ardsley High School
University of Pennsylvania
BA, Economics
Verno Capital June 2010 - Present
Kazimir Partners December 2007 - November 2009
Bear Stearns Asset Management 2006 - 2007
Natixis 2003 - 2005
CIBC World Markets 2003 - 2004
CIBC World Markets 2003 - 2004
IBJ Whitehall 1998 - 2002
Citicorp 1983 - 1998
Skills
Management, Alternative Investments, Asset Management, Fixed Income, Emerging Markets, Hedge Funds, Equities, Financial Modeling, Investment Management, Private Equity, Investment Banking, Investments
Education
New York University - Leonard N. Stern School of Business 1975 — 1977
MBA
Ardsley High School
University of Pennsylvania
BA, Economics
Tom Pepe's IBJ Whitehall Experience 1996 - 2001
Job CFO at Communications Strategies, Inc.
Industry Public Relations and Communications
Experience
Communications Strategies, Inc. January 2003 - Present
Hudson United Bank 2001 - 2003
IBJ Whitehall 1996 - 2001
Skills
Mergers, Strategic Planning, Strategic Financial..., Budgets, Due Diligence, New Business Development, Leadership, Financial Analysis, Finance, Investments, Asset Management, Risk Management, Business Planning, Forecasting, Team Building, Business Strategy, Project Planning, Credit, Financial Reporting, Mergers & Acquisitions, Organizational..., Start-ups, Real Estate, Change Management, Portfolio Management, Management, Contract Negotiation, Marketing, Business Process..., Marketing Strategy, Process Improvement, Analysis, Small Business, Capital Markets, Accounting, Strategy
Education
Adelphi University 1978 — 1980
Master of Business Administration (MBA), Finance, General
Manhattan College 1970 — 1974
Bachelor’s Degree, Mathematics
Communications Strategies, Inc. January 2003 - Present
Hudson United Bank 2001 - 2003
IBJ Whitehall 1996 - 2001
Skills
Mergers, Strategic Planning, Strategic Financial..., Budgets, Due Diligence, New Business Development, Leadership, Financial Analysis, Finance, Investments, Asset Management, Risk Management, Business Planning, Forecasting, Team Building, Business Strategy, Project Planning, Credit, Financial Reporting, Mergers & Acquisitions, Organizational..., Start-ups, Real Estate, Change Management, Portfolio Management, Management, Contract Negotiation, Marketing, Business Process..., Marketing Strategy, Process Improvement, Analysis, Small Business, Capital Markets, Accounting, Strategy
Education
Adelphi University 1978 — 1980
Master of Business Administration (MBA), Finance, General
Manhattan College 1970 — 1974
Bachelor’s Degree, Mathematics
Milton Cyntje's IBJ Whitehall Experience 1997 - 1999
Job Senior Bank Examiner at Federal Reserve Bank of New York
Industry Banking
Experience
Federal Reserve Bank of New York April 2007 - Present
Bank of America 2003 - 2007
Ibj whitehall 1997 - 1999
Skills
Commissioned Bank..., Certified Public...
Education
LIU Brooklyn 2004 — 2007
MS, Taxation
joe peed
Federal Reserve Bank of New York April 2007 - Present
Bank of America 2003 - 2007
Ibj whitehall 1997 - 1999
Skills
Commissioned Bank..., Certified Public...
Education
LIU Brooklyn 2004 — 2007
MS, Taxation
joe peed
April Varner-Nanton's IBJ Whitehall Experience September 1996 - February 1999
Job Executive Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley July 2011 - Present
UBS Investment Bank 2006 - July 2011
CIBC 1999 - 2006
IBJ Whitehall September 1996 - February 1999
Education
Middlebury College 1990 — 1994
Bachelor's Degree, English
Morgan Stanley July 2011 - Present
UBS Investment Bank 2006 - July 2011
CIBC 1999 - 2006
IBJ Whitehall September 1996 - February 1999
Education
Middlebury College 1990 — 1994
Bachelor's Degree, English
Dominic Notaro's IBJ Whitehall Experience 1995 - 1999
Job Risk Management
Industry Banking
Experience
Citigroup 1999 - Present
IBJ Whitehall 1995 - 1999
Coopers & Lybrand 1994 - 1995
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1998
MBA, Finance
Saint John's University 1990 — 1994
BS, Accounting
Citigroup 1999 - Present
IBJ Whitehall 1995 - 1999
Coopers & Lybrand 1994 - 1995
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1998
MBA, Finance
Saint John's University 1990 — 1994
BS, Accounting
Christopher Todaro's IBJ Whitehall Experience 2000 - 2003
Job Managing Director at CIT
Industry Banking
Experience
The CIT Group 2003 - Present
IBJ Whitehall 2000 - 2003
Dresdner Kleinwort Benson 1998 - 2000
JP Morgan Chase 1992 - 1998
Skills
Debt, Capital Markets, Credit Analysis, Commercial Lending, Private Equity, Financial Structuring, Leveraged Finance, Financial Modeling, Corporate Finance, Portfolio Management, Finance, Due Diligence, Financial Analysis, Investment Banking, Structured Finance
Education
Hofstra University 1994 — 1999
MBA, Banking and Finance
Stony Brook University 1989 — 1993
Bachelor of Arts, Economics
Clarkson University 1987 — 1989
Kings Park High School 1983 — 1987
The CIT Group 2003 - Present
IBJ Whitehall 2000 - 2003
Dresdner Kleinwort Benson 1998 - 2000
JP Morgan Chase 1992 - 1998
Skills
Debt, Capital Markets, Credit Analysis, Commercial Lending, Private Equity, Financial Structuring, Leveraged Finance, Financial Modeling, Corporate Finance, Portfolio Management, Finance, Due Diligence, Financial Analysis, Investment Banking, Structured Finance
Education
Hofstra University 1994 — 1999
MBA, Banking and Finance
Stony Brook University 1989 — 1993
Bachelor of Arts, Economics
Clarkson University 1987 — 1989
Kings Park High School 1983 — 1987
John Capperella's IBJ Whitehall Experience October 1999 - July 2002
Job Managing Director at LBC Credit Partners, Inc.
Industry Financial Services
Experience
LBC Credit Partners, Inc. January 2010 - Present
American Capital July 2006 - December 2008
GE Capital Markets October 2004 - July 2006
Brookside Mezzanine Partners July 2002 - October 2004
IBJ Whitehall October 1999 - July 2002
Banque Nationale de Paris March 1998 - October 1999
Heller Financial October 1989 - March 1998
Skills
Private Equity, Mezzanine, Leveraged Finance, LBO, Capital Markets, Financial Structuring, Buyouts, Structured Finance, Private Placements, Due Diligence, Investments, High Yield, Corporate Finance, Financial Modeling
Education
The University of Chicago Booth School of Business 1986 — 1988
MBA, Finance
University of Delaware 1978 — 1982
BSCE, Civil Engineering
LBC Credit Partners, Inc. January 2010 - Present
American Capital July 2006 - December 2008
GE Capital Markets October 2004 - July 2006
Brookside Mezzanine Partners July 2002 - October 2004
IBJ Whitehall October 1999 - July 2002
Banque Nationale de Paris March 1998 - October 1999
Heller Financial October 1989 - March 1998
Skills
Private Equity, Mezzanine, Leveraged Finance, LBO, Capital Markets, Financial Structuring, Buyouts, Structured Finance, Private Placements, Due Diligence, Investments, High Yield, Corporate Finance, Financial Modeling
Education
The University of Chicago Booth School of Business 1986 — 1988
MBA, Finance
University of Delaware 1978 — 1982
BSCE, Civil Engineering
Patrick Vitale's IBJ Whitehall Experience 1974 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
Churchill Financial LLC November 2007 - February 2009
IBJ Whitehall 1974 - 2003
Skills
Middle Market
Education
Iona College 1980 — 1983
MBA, Financial Management
Churchill Financial LLC November 2007 - February 2009
IBJ Whitehall 1974 - 2003
Skills
Middle Market
Education
Iona College 1980 — 1983
MBA, Financial Management
Brett Crabtree's IBJ Whitehall Experience September 2000 - August 2003
Job Managing Director ExWorks Capital and RedRidge Finance Group
Industry Capital Markets
Experience
ExWorks Capital and RedRidge Finance Group March 2014 - Present
Oxford Finance LLC July 2012 - March 2014
MMC Group August 2009 - July 2012
Orange County ACG 2001 - 2009
Bridge Finance Group May 2005 - December 2008
IBJ Whitehall September 2000 - August 2003
Marsh 2001 - 2003
FINOVA Capital Corporation March 1995 - March 2000
Skills
Private Equity, Due Diligence, Portfolio Management, Valuation, Financial Modeling, Capital Markets, Restructuring, Credit, Risk Management, Asset Managment, Corporate Finance, Corporate Development, Investment Banking, Venture Capital, Asset Management, Finance, Investments, Banking
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2002
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 2001
BA, Economics
ExWorks Capital and RedRidge Finance Group March 2014 - Present
Oxford Finance LLC July 2012 - March 2014
MMC Group August 2009 - July 2012
Orange County ACG 2001 - 2009
Bridge Finance Group May 2005 - December 2008
IBJ Whitehall September 2000 - August 2003
Marsh 2001 - 2003
FINOVA Capital Corporation March 1995 - March 2000
Skills
Private Equity, Due Diligence, Portfolio Management, Valuation, Financial Modeling, Capital Markets, Restructuring, Credit, Risk Management, Asset Managment, Corporate Finance, Corporate Development, Investment Banking, Venture Capital, Asset Management, Finance, Investments, Banking
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2002
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 2001
BA, Economics
Garry Garnet's IBJ Whitehall Experience 2000 - 2002
Job Trust Professional
Industry Banking
Experience
Morgan Stanley July 2014 - Present
OPG ESTATE AND GOLD STORES September 2010 - Present
North Fork Bank/Capital One 2002 - 2009
north fork bank 2002 - 2009
IBJ WHITEHALL 2000 - 2002
Chemical Bank/Chase June 1986 - March 2000
Skills
Banking, Loans, Customer Service, Financial Services, Portfolio Management, Wealth Management, Asset Management, Investments
Education
Touro College Jacob D. Fuchsberg Law Center 1980 — 1983
JD, Law
Saint John's University 1978 — 1980
MA, Political Science
Saint John's University 1975 — 1978
BA, Political Science
Morgan Stanley July 2014 - Present
OPG ESTATE AND GOLD STORES September 2010 - Present
North Fork Bank/Capital One 2002 - 2009
north fork bank 2002 - 2009
IBJ WHITEHALL 2000 - 2002
Chemical Bank/Chase June 1986 - March 2000
Skills
Banking, Loans, Customer Service, Financial Services, Portfolio Management, Wealth Management, Asset Management, Investments
Education
Touro College Jacob D. Fuchsberg Law Center 1980 — 1983
JD, Law
Saint John's University 1978 — 1980
MA, Political Science
Saint John's University 1975 — 1978
BA, Political Science
Frank DeLillo's IBJ Whitehall Experience 1988 - 2002
Job Vice President
Industry Investment Management
Experience
Citi July 2011 - Present
GSC Group 2002 - July 2011
IBJ Whitehall 1988 - 2002
IBJ Whitehall Bank and Trust 1992 - 1995
Skills
Management, Structured Finance, Hedge Funds, Loans, Portfolio Management, Credit, Trading, Commercial Lending, Fixed Income, Equities, Capital Markets
Education
Baruch College, City University of New York (CUNY)
BBA, Economics/ Finance
Citi July 2011 - Present
GSC Group 2002 - July 2011
IBJ Whitehall 1988 - 2002
IBJ Whitehall Bank and Trust 1992 - 1995
Skills
Management, Structured Finance, Hedge Funds, Loans, Portfolio Management, Credit, Trading, Commercial Lending, Fixed Income, Equities, Capital Markets
Education
Baruch College, City University of New York (CUNY)
BBA, Economics/ Finance
Chris Teryazos's IBJ Whitehall Experience September 2001 - April 2002
Job Partner at Maritime Equity Management LLC
Industry Financial Services
Experience
Maritime Equity Management LLC April 2008 - Present
Pegasus Capital Advisors May 2006 - April 2008
Goldman Sachs June 2005 - August 2005
BMO Nesbitt Burns April 2002 - May 2004
IBJ Whitehall September 2001 - April 2002
ING Barings September 1999 - September 2001
Consolidated Route June 1998 - July 1998
Skills
Private Equity, Due Diligence, Financial Modeling, Valuation, Mergers & Acquisitions, Investments, Equities, Venture Capital, Capital Markets, Hedge Funds
Education
Columbia Business School 2004 — 2006
Master of Business Administration (M.B.A.)
Western University 1995 — 1999
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Maritime Equity Management LLC April 2008 - Present
Pegasus Capital Advisors May 2006 - April 2008
Goldman Sachs June 2005 - August 2005
BMO Nesbitt Burns April 2002 - May 2004
IBJ Whitehall September 2001 - April 2002
ING Barings September 1999 - September 2001
Consolidated Route June 1998 - July 1998
Skills
Private Equity, Due Diligence, Financial Modeling, Valuation, Mergers & Acquisitions, Investments, Equities, Venture Capital, Capital Markets, Hedge Funds
Education
Columbia Business School 2004 — 2006
Master of Business Administration (M.B.A.)
Western University 1995 — 1999
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Laura Labbate's IBJ Whitehall Experience 1998 - 1999
Job Treasurer, Board of Trustees at Girl Power 2 Cure
Industry Nonprofit Organization Management
Experience
IMEC (International Medical Equipment Collaborative) January 2012 - Present
Girl Power 2 Cure 2010 - Present
Sotheby's Lehman Mortgage Services 1999 - 2002
IBJ Whitehall 1998 - 1999
US Trust 1996 - 1998
JPMorgan Chase 1995 - 1996
Chemical Bank 1992 - 1995
Skills
12 years of Experience..., 2 years experience as..., 2 years experience as...
Education
Providence College 1988 — 1992
BA, Art History
Rumson Fair Haven Regional High School
IMEC (International Medical Equipment Collaborative) January 2012 - Present
Girl Power 2 Cure 2010 - Present
Sotheby's Lehman Mortgage Services 1999 - 2002
IBJ Whitehall 1998 - 1999
US Trust 1996 - 1998
JPMorgan Chase 1995 - 1996
Chemical Bank 1992 - 1995
Skills
12 years of Experience..., 2 years experience as..., 2 years experience as...
Education
Providence College 1988 — 1992
BA, Art History
Rumson Fair Haven Regional High School
Joe Rotondo's IBJ Whitehall Experience 1995 - 1997
Job Senior Portfolio Manager at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. October 1998 - Present
IBJ Whitehall 1995 - 1997
JPMorgan Chase 1990 - 1995
Education
London School of Economics and Political Science 1997 — 1998
Master of Science (MSc), International Accounting and Finance
Rutgers University
Bachelor of Science (BS), Economics
Invesco Ltd. October 1998 - Present
IBJ Whitehall 1995 - 1997
JPMorgan Chase 1990 - 1995
Education
London School of Economics and Political Science 1997 — 1998
Master of Science (MSc), International Accounting and Finance
Rutgers University
Bachelor of Science (BS), Economics