IBJ Whitehall Financial Group
Located in: Park Avenue PlaceAddress: 711 5th Ave, New York, NY 10022 Phone: (212) 634-3344: : Website: Place name: Category: : : : : 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 Financial Group Employees
The New York Public Library October 2014 - Present
Community Resource Exchange October 2014 - February 2015
Community Resource Exchange October 2013 - October 2014
Chase September 2012 - March 2013
J.P. Morgan August 2005 - September 2012
HSBC - Private Bank Americas November 2004 - June 2005
Ernst & Young September 2002 - May 2004
IBJ Whitehall Financial Group August 1998 - April 2002
The Chase Manhattan Bank, N.A. July 1989 - July 1997
Coopers & Lybrand July 1980 - July 1989
Skills
Writing, Interviewing Skills, Oral History, Copywriting, Articles, Newsletters, White Papers, Case Studies, Employee Communications, Marketing Communications, Internal Communications, Corporate Communications, Web Content
Education
Michigan State University 1974 — 1976
MA, English Literature
Pace University 1970 — 1974
BA, English Literature
Trinity College, Dublin 1972 — 1972
Summer Program, Irish History & Literature
Office of the Mayor of New York City September 2015 - Present
Columbia University in the City of New York September 2006 - September 2015
McVeigh Associates, Ltd. August 2005 - June 2006
Merrill Corporation May 2004 - May 2005
Pharmedica Communications August 2001 - April 2004
Cronin & Company January 1999 - June 2001
IBJ Whitehall Financial Group April 1997 - January 1999
Skills
Strategic Communications, Event Planning, Marketing Communications, Budgets, Event Management, Project Management, Nonprofits, Event Producing, Marketing, Social Media, Non-profits, International Event..., Contract Negotiation, Vendor Management, Integrated Marketing
Education
Columbia University in the City of New York 2010 — 2012
Master of Science (MS), Strategic Communications
Adelphi University 1992 — 1996
Bachelor of Arts (BA), Communications
WhiteHorse Finance, Inc. June 2012 - December 2014
Churchill Financial Group, Inc June 2004 - December 2011
E*Trade Bank February 2003 - May 2004
IBJ Whitehall Financial Group 1986 - 2003
Price Waterhouse Coopers 1979 - 1986
Skills
Commercial Banking, Securitization, Treasury Management, Executive Management, Risk Management, Start-ups, IPO, Financial Management, Middle Market, BDC's (Business...
Education
University of Leeds 1971 — 1974
BA, Economics
Harvard Business School
Executive Education Program
BP Global Solutions May 2015 - Present
BP Global Solutions July 2012 - October 2012
BP Global Solutions 2006 - 2008
BP Global Solutions 2006 - 2006
BP Global Solutions 2005 - 2006
BP Global Solutions 2004 - 2005
BP Global Solutions 2001 - 2002
PwC Consulting March 2000 - March 2001
IBJ Whitehall Financial Group September 1997 - March 2000
BP Global Resources September 1992 - August 1997
Skills
Strategy, Management Consulting, Vendor Management, Business Process, Strategic Planning, Change Management, Business Intelligence, Management, Leadership, Start-ups, IT Strategy, Project Management, Executive Management, Consulting, Business Transformation, Professional Services, Enterprise Architecture, Financial Services, Risk Management, Project Portfolio..., Business Process..., Business Strategy, Team Leadership, Business Development, Program Management, CRM, PMO, IT Management, Information Technology, Budgets, Analysis, Organizational Design, Leadership Development, Business Analysis, Cross-functional Team..., Analytics, Process Improvement, Product Management, Governance, Software Documentation, Integration
Education
Suffolk University - Sawyer Business School 1986 — 1987
MBA, International Business
Wilkes University
BA, Psychology
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
Summit Equities Inc. August 2015 - Present
Edward Jones Investments May 2009 - June 2014
Collier Services November 2001 - December 2005
IBJ Whitehall Financial Group February 1993 - April 2001
Willcox Reinsurance Inc. December 1990 - February 1993
Skills
Investments, Asset Management, Financial Planning, Portfolio Analysis, Series 7, Series 63, Recruitment, Temporary Staffing, Benefits Design and..., 401(k) Administration, Extensive Employee..., Management Coaching, Training and Development, Performance Management
Education
Susquehanna University 1983 — 1987
Bachelor of Arts (BA), Communication and Media Studies
Susquehanna University
Bachelor of Arts (BA), Communication and Media Studies
JPMorgan Chase & Co. September 2014 - Present
Morgan Stanley November 2003 - September 2014
IBJ Whitehall Financial Group November 1999 - December 2002
Barclays Capital Group (Barclays Bank PLC) August 1987 - November 1999
Education
Pace University 1987 — 1991
Bachelors of Business Administration, Business Administration and Management, General
Fidelity Investments March 1999 - Present
IBJ Whitehall Bank and Trust Company October 1983 - February 1999
IBJ Whitehall Financial Group 1990 - 1999
IBJ Schroder Bank 1983 - 1999
IBJ Schroder 1983 - 1999
Education
Pace University
Psychology
MasterCard March 2012 - Present
MasterCard August 2008 - March 2012
MasterCard June 2006 - August 2008
MasterCard June 2002 - June 2006
IBJ Whitehall Financial Group August 2000 - June 2002
Skills
Microsoft Office, Hyperion Enterprise, Hyperion Planning, Oracle, Financial Analysis, Financial Reporting, Financial Modeling
Education
Manhattanville College
Master of Science (MS), Organizational Management & Human Resource Development
Concordia College-New York
Bachelor of Arts (B.A.), Behavioral Studies
AIT, Athlone, Co. Westmeath, Ireland
(Completed 706(1) & 706(2) City and Guilds of London)Certified Training (Chef) (NCCB)
PNC Business Credit January 1999 - Present
IBJ Whitehall Financial Group February 1979 - February 1999
IBJ Whitehall Financial Group January 1995 - January 1999
IBJ Whitehall Financial January 1993 - January 1995
Credit Analysis January 1990 - January 1992
IBJ Schroder Bank & Trust January 1988 - January 1990
IBJ Schroder Bank and Trust Company January 1986 - January 1988
LLOYDS BANK, PLC January 1986 - January 1988
J Henry Schroder Bank & trust Co January 1979 - January 1986
Delaval Turbine, Inc January 1976 - January 1977
Skills
Asset Based Lending, Commercial Lending, Loans, Commercial Banking, Credit, Middle Market, Risk Management, Investment Banking, Banking, Structured Finance, Accounting, Credit Risk, Corporate Finance, Capital Markets, Portfolio Management, Financial Analysis, Small Business Lending, Sales, Restructuring, Credit Analysis, Financial Modeling, Financial Structuring
Education
Pace University 1981 — 1986
BBA, Mgmt Accounting
Drexel University - LeBow College of Business 1974 — 1978
Accounting
Lewisburg Area High School 1970 — 1974
Goldman Sachs 2009 - Present
Ore Hill Partners September 2004 - March 2009
Cigna (TimesSquare Capital Management) April 2002 - August 2004
IBJ Whitehall Financial Group December 1996 - March 2002
IBJ Schroder (Asset Staffing) September 1994 - December 1996
Skills
NYS Notary Public, Concur, Calendaring, Travel Arrangements, Calendars, Expense Management, Executive Support, Confidentiality, Office Management, Notary Public, Bloomberg, Expenses, Outlook, Spreadsheets, Securities, Office Administration, Hedge Funds
Education
Brooklyn College
St. Joseph High School