Intervest National Bank
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Intervest National Bank Employees
NYCB February 2012 - September 2015
Brooklyn Federal Savings Bank March 2008 - January 2012
Intervest National Bank June 2006 - March 2008
Skills
Loan Servicing, Commercial Mortgages, Commercial Insurance, Residential Mortgages, Fannie Mae, Freddie Mac, Mortgage Servicing, Mortgage Banking, Escrow, Loan Modifications, Construction Loans, Loan Documentation, Banking Operations, Retail Banking, Real Estate Transactions, Core Banking, Banking, Loans, FHA, Loan Origination, Refinance, Mortgage Lending, Credit Analysis, Asset Management, Funding
Education
SUNY Stony Brook 1998 — 2002
BS, Applied Mathematic and Statistic
Intervest National Bank October 2014 - January 2015
First National Bank of NY November 2006 - March 2014
North Fork Bank September 2004 - November 2006
Roslyn Savings Bank/Roosevelt Savings Bank December 1989 - April 2004
Roslyn Savings Bank/Roosevelt Savings Bank December 1988 - December 1989
Roslyn Savings Bank/Roosevelt Savings Bank April 1987 - December 1988
Long Island Savings Bank March 1986 - March 1987
Savings of America March 1984 - February 1986
Skills
Financial Reporting, Banking, Cash Flow, Finance, Mergers & Acquisitions, Financial Analysis, Risk Management, Internal Controls, Financial Risk, Portfolio Management, Strategic Financial..., Accounting, Analysis, Management, Executive Management, Credit, Credit Risk, Financial Services, Internal Audit, Budgets, Due Diligence, Investments, Strategy
Education
Hofstra University
M.B.A, Finance; Corporate Finance
Hofstra University
B.B.A, Finance
FTI Consulting Inc February 2014 - Present
Intervest National Bank January 2013 - Present
Berek January 2012 - January 2013
Brant Publication August 2011 - December 2011
Skills
Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Analysis, Accounting, Invoicing
Education
Baruch College 2013 — 2015
Master's degree, Taxation
Baruch College 2009 — 2012
Bachelor's degree, Accounting
Tannebaum Helpern Syracuse & Hirschtritt, LLP February 2012 - Present
Intervest National Bank March 2009 - March 2011
Greenberg Traurig May 2007 - January 2009
Schulte Roth & Zabel LLP 2004 - 2006
Manatt, Phelps & Phillips, LLP 2000 - 2004
McAloon & Friedman August 1998 - May 2000
Skills
Corporate Law, Residential Homes, Condos, Real Estate Transactions, Real Estate, Sellers, Contract Negotiation, Single Family Homes, Investment Properties
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1995 — 1998
JD, Law
Cornell University 1991 — 1995
Bachelor of Science (B.S.), Labor and Industrial Relations
Seeking New Opportunity October 2015 - Present
Guida and Associates August 2013 - September 2015
First Key January 2015 - June 2015
First American International Bank August 2012 - July 2013
Intervest National Bank March 2008 - November 2011
Quorum Federal Credit Union 2006 - 2007
Mortgage IT 2004 - 2006
Skills
Mortgage Banking, Commercial Lending, Loans, Mortgage Lending, Credit Analysis, Mortgage Servicing, Commercial Real Estate, Loan Origination, Underwriting, Commercial Banking, Credit, Banking, Mortgage Underwriting, Commercial Mortgages, Portfolio Management, Risk Management, Title Insurance, Post Closing, Residential Mortgages, Financial Policies &..., Project Management, Residential Homes, Lines Of Credit, Funding, Retail Banking, Financial Services, Residential, Credit, mortgage..., Management, Credit Risk, Finance, Financial Analysis
Education
Mercy College 1970 — 1973
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Self April 2011 - Present
Touchmark Living Centers October 2010 - Present
Touchmark Living Centers February 2010 - October 2010
Intervest National Bank April 2009 - October 2009
Passage Events June 2007 - April 2009
Skills
Marketing, CRM, Sales, Public Speaking, Event Planning, Business Development, Sales Process, Leadership, Sales Operations, Social Media Marketing, Coaching, Training, Cold Calling, Social Networking, Strategic Planning, Social Media, Customer Service
Education
Oregon State University 2004 — 2008
Bachelor of Science, Communication
Oregon State University
BACHELORS, Speech Communications
CNT Group, Inc. May 2014 - Present
DCNC, Inc. November 2011 - March 2014
Eastbank November 2010 - November 2011
Independent Consultant October 2006 - November 2011
United Orient Bank 1998 - November 2011
Intervest National Bank 1998 - November 2011
Atlantic Business Products May 2000 - October 2006
Skills
Active Directory, Microsoft Exchange, Firewalls, Disaster Recovery, VMware, Windows Server, Virtualization, Information Technology, Symantec Endpoint..., Hardware, Laptops, VPN, Hyper-V, Backup Exec, Storage, VoIP, IT Operations, IT Service Management, Cloud Computing, Network Security, IIS, Veeam, ESXi
Education
Stony Brook University 1985 — 1988
Bachelors, Electrical Engineering
Deutsche Bank July 2015 - Present
The Bancorp February 2013 - July 2015
Intervest National Bank February 2012 - February 2013
Brooklyn Federal Savings Bank November 2010 - January 2012
Besen & Associates May 2008 - November 2010
Skills
Real Estate, Financial Modeling, Valuation, Argus Software Certified, Loans, Due Diligence, Cash Flow, Credit, Real Estate Investment, Asset Management, Real Estate Economics, Asset Managment, CMBS, Mortgage Lending, Investment Properties, Financial Analysis, Finance, Investments, Portfolio Management, Commercial Mortgages
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Finance
MUFG Union Bank October 2014 - Present
Intervest National Bank August 2012 - October 2014
Intervest National Bank October 2010 - August 2012
Wells Fargo Advisors December 2008 - August 2009
Skills
Underwriting, Loans, Client Relationship..., Excel, Word, Risk Analysis, Time Management, Teamwork, Real Estate, Credit Analysis, Credit, Analysis, Financial Modeling, Portfolio Management, Financial Analysis, Banking, Commercial Mortgages, Commercial Lending, Credit Risk, Finance, CRM, Microsoft Excel, Microsoft Word, PowerPoint, Management, Commercial Real Estate
Education
Georgetown University 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Morgan Stanley August 2014 - Present
Intervest National Bank August 2010 - August 2014
Santander / Sovereign Bank September 2008 - August 2010
Sovereign Bank July 2007 - September 2008
Englert Insurance January 2004 - December 2005
Skills
Banking, ALM, Interest Rate Risk..., Financial Analysis, Financial Modeling, Commercial Banking, Risk Management, Credit Risk, Commercial Lending, Market Risk, Treasury Management, Cash Management, Credit Analysis, Treasury, Trading, Loans, Financial Risk
Education
Kutztown University of Pennsylvania
BSBA, Finance
York College of Pennsylvania
BA, Political Science
ABA Stonier Graduate School of Banking 2013 — 2015
Graduate
University of Pennsylvania - The Wharton School 2013 — 2015
Graduate, Certificate of Leadership
Bank of America Merrill Lynch May 2013 - Present
Lloyds Banking Group July 2010 - April 2013
Intervest National Bank March 2010 - July 2010
Stembrook Asset Management June 2009 - August 2009
Skills
Change Management, Project Management, Financial Analysis, Banking, Management, Financial Modeling, Risk Management, Business Analysis, Finance, Portfolio Management, Financial Reporting, Data Analysis, Analysis, Microsoft Excel, Business Process..., Accounting, Business Strategy, Process Improvement, Microsoft Office, Forecasting, Market Research, Business Development, Investment Banking, Governance
Education
Ateneo de Manila University 2004 — 2009
Bachelor of Science (B.S.), Applied Mathematical Finance (honors program)
Passed Level 1 of the CFA Program