Irving Trust
Industry: Investment banking company
DescriptionIrving Trust was an American investment bank headquartered in New York City that operated between 1851 and 1988 when it was acquired by Bank of New York. From 1965 the bank was the principal subsidiary of the Irving Bank Corporation. Successor: The Bank of New York Mellon Headquarters: New York City, NY Founded: 1851 Ceased operations: 1988
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Irving Trust Employees
Employee
Years
Job
Industry
Lloyd Davis Lloyd Davis's Irving Trust Experience 1980 - 1985
Job Owner at Corner 103, LLC
Industry Wine and Spirits
Experience
Corner 103 a Sonoma Tasting Experience June 2014 - Present
LDC Holdings Corporation May 2014 - Present
Viansa Winery January 2008 - April 2014
Laurus Capital Management May 2004 - September 2008
Key Structured Finance 1997 - 2003
GE Capital 1992 - 1997
Heller Financial 1985 - 1992
Irving Trust 1980 - 1985
Skills
Operational and..., Mergers and Acquisitions, Refinancing Strategies, Bankruptcy, Mergers, Private Equity, Portfolio Management, Mergers & Acquisitions, Loans, Investment Banking, Marketing Strategy, Credit Analysis, Strategy, Management, Business Development, Leadership, Refinance, Investments, Marketing, Strategic Planning, Structured Finance, Entrepreneurship, Credit, Executive Management, Finance, Funding, Leveraged Finance, Financial Services, Asset Based Lending, Underwriting, Corporate Finance, Wineries, Venture Capital, Capital Markets, Due Diligence, Hedge Funds, Loan Origination, Start-ups, Financial Structuring
Education
Adelphi University 1976 — 1980
BS, Banking
Corner 103 a Sonoma Tasting Experience June 2014 - Present
LDC Holdings Corporation May 2014 - Present
Viansa Winery January 2008 - April 2014
Laurus Capital Management May 2004 - September 2008
Key Structured Finance 1997 - 2003
GE Capital 1992 - 1997
Heller Financial 1985 - 1992
Irving Trust 1980 - 1985
Skills
Operational and..., Mergers and Acquisitions, Refinancing Strategies, Bankruptcy, Mergers, Private Equity, Portfolio Management, Mergers & Acquisitions, Loans, Investment Banking, Marketing Strategy, Credit Analysis, Strategy, Management, Business Development, Leadership, Refinance, Investments, Marketing, Strategic Planning, Structured Finance, Entrepreneurship, Credit, Executive Management, Finance, Funding, Leveraged Finance, Financial Services, Asset Based Lending, Underwriting, Corporate Finance, Wineries, Venture Capital, Capital Markets, Due Diligence, Hedge Funds, Loan Origination, Start-ups, Financial Structuring
Education
Adelphi University 1976 — 1980
BS, Banking
Beverly Johnson Beverly Johnson's Irving Trust Experience 1980 - 1985
Job
Industry Industrial Automation
Experience
Eaton Corporation January 2007 - December 2014
Eaton December 1999 - March 2007
LTV Steel 1998 - 1999
Ernst & Young 1994 - 1998
MetLife 1986 - 1994
Blue Cross and Blue Shield of Minnesota 1985 - 1986
Irving Trust 1980 - 1985
Skills
Process Improvement, ITIL, IT Strategy, Six Sigma, Project Management, Change Management, Business Process..., Vendor Management, Disaster Recovery, Cross-functional Team..., Software Documentation, IT Management, ERP, Program Management, Strategic Planning, Business Intelligence, Integration, Data Center, Business Analysis, Business Process, Team Leadership, Troubleshooting, PMP, Budgets, SDLC, Management, Leadership
Education
New York University 1991 — 1997
Master's degree, Performance and Information Systems Audit
Queens College 1978 — 1983
Bachelor's Degree, Computer Science
Eaton Corporation January 2007 - December 2014
Eaton December 1999 - March 2007
LTV Steel 1998 - 1999
Ernst & Young 1994 - 1998
MetLife 1986 - 1994
Blue Cross and Blue Shield of Minnesota 1985 - 1986
Irving Trust 1980 - 1985
Skills
Process Improvement, ITIL, IT Strategy, Six Sigma, Project Management, Change Management, Business Process..., Vendor Management, Disaster Recovery, Cross-functional Team..., Software Documentation, IT Management, ERP, Program Management, Strategic Planning, Business Intelligence, Integration, Data Center, Business Analysis, Business Process, Team Leadership, Troubleshooting, PMP, Budgets, SDLC, Management, Leadership
Education
New York University 1991 — 1997
Master's degree, Performance and Information Systems Audit
Queens College 1978 — 1983
Bachelor's Degree, Computer Science
Dan Zeevi Dan Zeevi's Irving Trust Experience February 1983 - April 1984
Job Technical Specialist at Con Edison
Industry Utilities
Experience
Con Edison February 1989 - Present
Financial Technologies International Inc. October 1988 - February 1989
Computer Horizons April 1984 - October 1988
Irving Trust February 1983 - April 1984
American International Group January 1982 - February 1983
Abraham & Straus May 1981 - January 1982
Skills
Security, Technical Support, Citrix, Troubleshooting, Hardware, Microsoft Exchange, Windows, Mobile Devices, NERC, Android, Network Security, VPN, Visio, Databases, iOS, iPhone, iPad, Mobile Device Management, Windows Phone, Microsoft SQL Server, Systems Engineering, Mobile Security, Remote Access, Mobile Communications, Windows 7, Netscaler, XP, Disaster Recovery, Integration, Wireless Access, Networking, Data Center, Risk-Based..., Windows XP, Windows 8
Education
Kennedy Western University 1990 — 1992
Bachelor of Science, Information Systems
Grumman Data Systems Institute 1980 — 1981
Certificate, Programming
Con Edison February 1989 - Present
Financial Technologies International Inc. October 1988 - February 1989
Computer Horizons April 1984 - October 1988
Irving Trust February 1983 - April 1984
American International Group January 1982 - February 1983
Abraham & Straus May 1981 - January 1982
Skills
Security, Technical Support, Citrix, Troubleshooting, Hardware, Microsoft Exchange, Windows, Mobile Devices, NERC, Android, Network Security, VPN, Visio, Databases, iOS, iPhone, iPad, Mobile Device Management, Windows Phone, Microsoft SQL Server, Systems Engineering, Mobile Security, Remote Access, Mobile Communications, Windows 7, Netscaler, XP, Disaster Recovery, Integration, Wireless Access, Networking, Data Center, Risk-Based..., Windows XP, Windows 8
Education
Kennedy Western University 1990 — 1992
Bachelor of Science, Information Systems
Grumman Data Systems Institute 1980 — 1981
Certificate, Programming
John de Luna John de Luna's Irving Trust Experience 1987 - 1989
Job President & CEO, De Luna Partners
Industry Venture Capital & Private Equity
Experience
Penserra Securities LLC October 2011 - Present
Penserra Securities LLC October 2011 - Present
De Luna Partners 2002 - Present
State Street Research & Management, now Blackrock 2000 - 2002
State Street Global Advisors (SSgA) 1998 - 2000
Scudder, Stevens & Clark 1990 - 1998
Irving Trust 1987 - 1989
Crocker Bank 1979 - 1986
Skills
Private Equity Firms, Investments, Hedge Funds, Alternative Investments, Equities, Asset Management, Private Equity, Securities, Asset Allocation, Financial Advisory, Investment Advisory, Fund Of Funds, Investment Strategies, Venture Capital, Investment Management, Mutual Funds, Portfolio Management, Investor Relations, Fixed Income, Emerging Markets, Series 63, Series 7, Equity Research, ETFs, Valuation
Education
Santa Clara University School of Law 1976 — 1979
JD, Law
Santa Clara University 1972 — 1976
BS, Psychology
Penserra Securities LLC October 2011 - Present
Penserra Securities LLC October 2011 - Present
De Luna Partners 2002 - Present
State Street Research & Management, now Blackrock 2000 - 2002
State Street Global Advisors (SSgA) 1998 - 2000
Scudder, Stevens & Clark 1990 - 1998
Irving Trust 1987 - 1989
Crocker Bank 1979 - 1986
Skills
Private Equity Firms, Investments, Hedge Funds, Alternative Investments, Equities, Asset Management, Private Equity, Securities, Asset Allocation, Financial Advisory, Investment Advisory, Fund Of Funds, Investment Strategies, Venture Capital, Investment Management, Mutual Funds, Portfolio Management, Investor Relations, Fixed Income, Emerging Markets, Series 63, Series 7, Equity Research, ETFs, Valuation
Education
Santa Clara University School of Law 1976 — 1979
JD, Law
Santa Clara University 1972 — 1976
BS, Psychology
Teresa Tiberg Teresa Tiberg's Irving Trust Experience 1983 - 1988
Job Vice President at JPMorgan Chase
Industry Investment Management
Experience
JPMorgan Chase Vice PresidentJPMorgan Asset Management2000 - Present
JPMorgan 1988 - Present
Irving Trust 1983 - 1988
Skills
Asset Management, Hedge Funds, Capital Markets, Asset Managment, Securities, Fixed Income, Equities
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
Adelphi University
BS, Banking and Money Management
JPMorgan Chase Vice PresidentJPMorgan Asset Management2000 - Present
JPMorgan 1988 - Present
Irving Trust 1983 - 1988
Skills
Asset Management, Hedge Funds, Capital Markets, Asset Managment, Securities, Fixed Income, Equities
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
Adelphi University
BS, Banking and Money Management
Neal Redeman Neal Redeman's Irving Trust Experience June 1984 - January 1986
Job Analyst at Cablevision
Industry Telecommunications
Experience
Cablevision June 1993 - Present
Circuitech,Inc October 1990 - August 1992
Irving Trust June 1984 - January 1986
Skills
Telecommunications, Fiber Optics, BMC Remedy, Broadband, Visio, Project Management, Cross-functional Team..., Unix, Troubleshooting, Wireless, Competitive Analysis, TCP/IP, Team Building, Call Centers, Switches, Customer Service, IP, Telephony, VoIP
Education
SUNY Institute of Technology at Utica/Rome 1988 — 1990
BS, Electrical Engineering Technology
Queensborough Community College 1986 — 1988
Associates Degree, Electrical Engineering Technology
Cablevision June 1993 - Present
Circuitech,Inc October 1990 - August 1992
Irving Trust June 1984 - January 1986
Skills
Telecommunications, Fiber Optics, BMC Remedy, Broadband, Visio, Project Management, Cross-functional Team..., Unix, Troubleshooting, Wireless, Competitive Analysis, TCP/IP, Team Building, Call Centers, Switches, Customer Service, IP, Telephony, VoIP
Education
SUNY Institute of Technology at Utica/Rome 1988 — 1990
BS, Electrical Engineering Technology
Queensborough Community College 1986 — 1988
Associates Degree, Electrical Engineering Technology
Tony Curry Tony Curry's Irving Trust Experience September 1984 - January 1986
Job Software Engineer at BMC Software
Industry Computer Software
Experience
BMC Software April 2000 - Present
JPMorgan Chase January 1986 - April 2000
Irving Trust September 1984 - January 1986
Travelers March 1983 - August 1984
Canteen Service Co. January 1980 - January 1982
Skills
SDLC, Software Project..., Integration, Requirements Analysis, Software Documentation
Education
Illinois State University 1978 — 1982
Bachelor of Applied Science (B.A.Sc.), Computer Science
BMC Software April 2000 - Present
JPMorgan Chase January 1986 - April 2000
Irving Trust September 1984 - January 1986
Travelers March 1983 - August 1984
Canteen Service Co. January 1980 - January 1982
Skills
SDLC, Software Project..., Integration, Requirements Analysis, Software Documentation
Education
Illinois State University 1978 — 1982
Bachelor of Applied Science (B.A.Sc.), Computer Science
Todd Glazar Todd Glazar's Irving Trust Experience May 1987 - July 1989
Job President, Glazar Management Inc.
Industry Retail
Experience
Glazar Management Inc. August 2003 - August 2013
Chesapeake Catamarans 1998 - 2002
Secure Systems, Inc. November 1996 - April 1997
CIC Agency, Inc. January 1996 - July 1996
Glazar Management Group, Inc. July 1994 - December 1995
Centex Telecomunications Inc. June 1993 - July 1994
Westdeutsche Landesbank October 1990 - June 1993
Bankers Trust Co July 1989 - October 1990
Irving Trust May 1987 - July 1989
Skills
Strategic Planning, Business Planning, New Business Development, Management
Education
Temple University 1984 — 1986
BBA, Finance
LSU 1981 — 1983
Engineering
Episcopal Academy 1967 — 1981
High School Diploma, College Prep
Glazar Management Inc. August 2003 - August 2013
Chesapeake Catamarans 1998 - 2002
Secure Systems, Inc. November 1996 - April 1997
CIC Agency, Inc. January 1996 - July 1996
Glazar Management Group, Inc. July 1994 - December 1995
Centex Telecomunications Inc. June 1993 - July 1994
Westdeutsche Landesbank October 1990 - June 1993
Bankers Trust Co July 1989 - October 1990
Irving Trust May 1987 - July 1989
Skills
Strategic Planning, Business Planning, New Business Development, Management
Education
Temple University 1984 — 1986
BBA, Finance
LSU 1981 — 1983
Engineering
Episcopal Academy 1967 — 1981
High School Diploma, College Prep
Bob Murray Bob Murray's Irving Trust Experience 1984 - 1987
Job VP FX Business Management and Analysis
Industry Banking
Experience
State Street Bank March 2014 - Present
Flagstar Bank May 2011 - April 2013
Sovereign Bank/Santander March 2000 - April 2011
BankBoston 1997 - 2000
Kredit Bank January 1995 - January 1996
HSBC January 1994 - January 1995
Credit Suisse March 1988 - December 1993
Lehman Brothers 1987 - 1988
Irving Trust 1984 - 1987
Education
Seton Hall University 1974 — 1978
BS
State Street Bank March 2014 - Present
Flagstar Bank May 2011 - April 2013
Sovereign Bank/Santander March 2000 - April 2011
BankBoston 1997 - 2000
Kredit Bank January 1995 - January 1996
HSBC January 1994 - January 1995
Credit Suisse March 1988 - December 1993
Lehman Brothers 1987 - 1988
Irving Trust 1984 - 1987
Education
Seton Hall University 1974 — 1978
BS
Rob Landauer Rob Landauer's Irving Trust Experience January 1984 - January 1989
Job Director of Business Development at Andrew Davidson & Co., Inc
Industry Capital Markets
Experience
Andrew Davidson & Co., Inc November 1999 - Present
Bloomberg LP January 1991 - January 1999
Ensign Bank FSB January 1989 - January 1991
Irving Trust January 1984 - January 1989
Skills
Fixed Income, Derivatives, Hedge Funds, Capital Markets, Portfolio Management, Valuation, Equities, Bloomberg, MBS, Credit
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA
Cornell University 1976 — 1980
BS
Andrew Davidson & Co., Inc November 1999 - Present
Bloomberg LP January 1991 - January 1999
Ensign Bank FSB January 1989 - January 1991
Irving Trust January 1984 - January 1989
Skills
Fixed Income, Derivatives, Hedge Funds, Capital Markets, Portfolio Management, Valuation, Equities, Bloomberg, MBS, Credit
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA
Cornell University 1976 — 1980
BS
Anthony Chimento Anthony Chimento's Irving Trust Experience 1978 - 1987
Job Financial Services Professional
Industry Financial Services
Experience
Independent February 2015 - Present
New York Life Insurance Company June 2014 - February 2015
Madison Capital Group 2013 - 2014
David Lerner Associates, Inc. 2011 - 2012
Edward Jones 2008 - 2010
Futuretrend Financial Services 2001 - 2006
Banca di Roma 1999 - 2000
RNBNY 1989 - 1999
Irving trust 1978 - 1987
Skills
Insurance, Investments, Retirement Planning, Wealth Management, Life, Accident, Health..., Mutual Funds, Strategic Financial..., IRAs, Asset Allocation, Finance, Asset Management, Investment Advisory, Portfolio Management, Series 66, Series 7, Equities
Education
City University of New York-Hunter College
Independent February 2015 - Present
New York Life Insurance Company June 2014 - February 2015
Madison Capital Group 2013 - 2014
David Lerner Associates, Inc. 2011 - 2012
Edward Jones 2008 - 2010
Futuretrend Financial Services 2001 - 2006
Banca di Roma 1999 - 2000
RNBNY 1989 - 1999
Irving trust 1978 - 1987
Skills
Insurance, Investments, Retirement Planning, Wealth Management, Life, Accident, Health..., Mutual Funds, Strategic Financial..., IRAs, Asset Allocation, Finance, Asset Management, Investment Advisory, Portfolio Management, Series 66, Series 7, Equities
Education
City University of New York-Hunter College
Stephen McCrory Stephen McCrory's Irving Trust Experience January 1987 - July 1991
Job Principal, Intrepid Partners
Industry Financial Services
Experience
Intrepid Partners 1991 - Present
Canadian Tire Acceptance Limited 1996 - 1997
Irving Trust January 1987 - July 1991
Bank of Montreal January 1978 - December 1986
Education
Concordia University 1966 — 1970
B. Comm, Marketing
Intrepid Partners 1991 - Present
Canadian Tire Acceptance Limited 1996 - 1997
Irving Trust January 1987 - July 1991
Bank of Montreal January 1978 - December 1986
Education
Concordia University 1966 — 1970
B. Comm, Marketing
Robert Filepp Robert Filepp's Irving Trust Experience February 1979 - April 1980
Job Sr. Software Engineer at IBM
Industry Computer Software
Experience
IBM Research December 1999 - Present
IBM Research Division 1999 - Present
IBM 1999 - Present
Pearson Education June 1998 - December 1999
Simon & Schuster April 1997 - June 1998
Prodigy Communications 1985 - 1997
Prodigy Services Company 1985 - 1997
prodigy 1985 - 1997
Merrill Lynch August 1980 - December 1984
Irving Trust February 1979 - April 1980
Skills
Cloud Computing, Distributed Systems, Software Engineering, System Architecture, SOA, DB2, Agile Methodologies, Software Development, Websphere, C++, Java, Unix, Architecture, Algorithms, Enterprise Architecture
Education
Manhattan School of Music 1969 — 1973
Bachelors, Music
Nanuet
IBM Research December 1999 - Present
IBM Research Division 1999 - Present
IBM 1999 - Present
Pearson Education June 1998 - December 1999
Simon & Schuster April 1997 - June 1998
Prodigy Communications 1985 - 1997
Prodigy Services Company 1985 - 1997
prodigy 1985 - 1997
Merrill Lynch August 1980 - December 1984
Irving Trust February 1979 - April 1980
Skills
Cloud Computing, Distributed Systems, Software Engineering, System Architecture, SOA, DB2, Agile Methodologies, Software Development, Websphere, C++, Java, Unix, Architecture, Algorithms, Enterprise Architecture
Education
Manhattan School of Music 1969 — 1973
Bachelors, Music
Nanuet
Joan Woolery Joan Woolery's Irving Trust Experience 1988 - 1989
Job Program Manager, Project Manager, Relationship Manager
Industry Program Development
Experience
IEEE Standards Association September 2014 - Present
IEEE Standards Association February 2011 - September 2014
IEEE-ISTO August 2006 - January 2011
IEEE-ISTO October 2005 - August 2006
Citibank 2000 - 2004
The Vitamin Shoppe 1999 - 2000
Citibank 1997 - 1999
Digital Equipment Corporation 1989 - 1997
Irving Trust 1988 - 1989
Merck 1985 - 1988
Skills
IT Project Management, PMP, Project Management, Software Project..., Vendor Management, Program Management, Management, CRM, Event Management, Integration, Budgets, Requirements Analysis, Cross-functional Team..., Project Planning, Enterprise Architecture, IT Management, Strategy, SDLC, Quality Assurance, Leadership, Solution Architecture, PMO, IT Strategy, Process Improvement, Project Portfolio..., MS Project, Governance, Requirements Gathering, Change Management
Education
Rensselaer Polytechnic Institute
B.S., Computer & Systems Engineering
IEEE Standards Association September 2014 - Present
IEEE Standards Association February 2011 - September 2014
IEEE-ISTO August 2006 - January 2011
IEEE-ISTO October 2005 - August 2006
Citibank 2000 - 2004
The Vitamin Shoppe 1999 - 2000
Citibank 1997 - 1999
Digital Equipment Corporation 1989 - 1997
Irving Trust 1988 - 1989
Merck 1985 - 1988
Skills
IT Project Management, PMP, Project Management, Software Project..., Vendor Management, Program Management, Management, CRM, Event Management, Integration, Budgets, Requirements Analysis, Cross-functional Team..., Project Planning, Enterprise Architecture, IT Management, Strategy, SDLC, Quality Assurance, Leadership, Solution Architecture, PMO, IT Strategy, Process Improvement, Project Portfolio..., MS Project, Governance, Requirements Gathering, Change Management
Education
Rensselaer Polytechnic Institute
B.S., Computer & Systems Engineering
Peggy Elkind Peggy Elkind's Irving Trust Experience 1983 - 1989
Job Business Development Executive
Industry Renewables & Environment
Experience
Intelligent Power & Air Solutions January 2010 - November 2012
Mintz Levin October 2007 - October 2009
Venable LLP June 2006 - September 2007
Buchanan Ingersoll July 2005 - June 2006
Freddie Mac 1995 - 1997
Fannie Mae 1993 - 1995
Irving Trust 1983 - 1989
Skills
Sustainability, Energy Management, Green, Green Building, New Business Development, Contract Negotiation, Energy Efficiency, Renewable Energy, Entrepreneurship, Energy, Cleantech, Sustainable Energy, Alternative Energy, Business Development, International Business, Executive Management, Investment Banking, Financial Services, Climate Change, Environmental Policy, Sustainable Development, Start-ups, Public Speaking, Energy Conservation, Energy Policy, Financial Markets
Education
New York University - Leonard N. Stern School of Business
MBA, International Finance
Brandeis University
BA, Politics & Italian Studies
Università per Stranieri di Perugia
University of Vermont
Ellis
Linden School
Intelligent Power & Air Solutions January 2010 - November 2012
Mintz Levin October 2007 - October 2009
Venable LLP June 2006 - September 2007
Buchanan Ingersoll July 2005 - June 2006
Freddie Mac 1995 - 1997
Fannie Mae 1993 - 1995
Irving Trust 1983 - 1989
Skills
Sustainability, Energy Management, Green, Green Building, New Business Development, Contract Negotiation, Energy Efficiency, Renewable Energy, Entrepreneurship, Energy, Cleantech, Sustainable Energy, Alternative Energy, Business Development, International Business, Executive Management, Investment Banking, Financial Services, Climate Change, Environmental Policy, Sustainable Development, Start-ups, Public Speaking, Energy Conservation, Energy Policy, Financial Markets
Education
New York University - Leonard N. Stern School of Business
MBA, International Finance
Brandeis University
BA, Politics & Italian Studies
Università per Stranieri di Perugia
University of Vermont
Ellis
Linden School
Alan Dalewitz Alan Dalewitz's Irving Trust Experience 1981 - 1989
Job SVP Herbert J Sims & Co.Fixed Income Specialist for Institutions, Money Managers,CPA's, and High Net Worth individuals
Industry Financial Services
Experience
Herbert J Sims & Co, Inc. April 2006 - Present
Valley National Bank July 2003 - March 2006
Herbert J. Sims & Co., Inc. July 1995 - July 2003
Oppenheimer & Co. 1992 - 1995
A.G.Edwards 1989 - 1992
Irving Trust 1981 - 1989
Bank Of New York 1969 - 1981
Skills
Bonds, High Yield, Debt, Fixed Income, Municipal, Securities, Portfolio Management, Finance, Investment Strategies, Mutual Funds, Municipalities, Investments, Alternative Investments, Private Equity, Municipal Bonds, Asset Managment, Investment Banking, Wealth Management, Investment Management, Financial Markets, Financial Services, Investment Advisory, Project Finance, Financial Advisory
Education
St. John's University, The Peter J. Tobin College of Business 1972 — 1977
MBA, Accounting
Queens College 1965 — 1969
BA, Economics, Political Science
Herbert J Sims & Co, Inc. April 2006 - Present
Valley National Bank July 2003 - March 2006
Herbert J. Sims & Co., Inc. July 1995 - July 2003
Oppenheimer & Co. 1992 - 1995
A.G.Edwards 1989 - 1992
Irving Trust 1981 - 1989
Bank Of New York 1969 - 1981
Skills
Bonds, High Yield, Debt, Fixed Income, Municipal, Securities, Portfolio Management, Finance, Investment Strategies, Mutual Funds, Municipalities, Investments, Alternative Investments, Private Equity, Municipal Bonds, Asset Managment, Investment Banking, Wealth Management, Investment Management, Financial Markets, Financial Services, Investment Advisory, Project Finance, Financial Advisory
Education
St. John's University, The Peter J. Tobin College of Business 1972 — 1977
MBA, Accounting
Queens College 1965 — 1969
BA, Economics, Political Science
Garry Weiss Garry Weiss's Irving Trust Experience 1984 - 1985
Job Managing Director at Credit Industriel et Commercial
Industry Banking
Experience
CIC April 2014 - Present
Bank of the West August 2013 - March 2014
HSH Nordbank November 2005 - April 2013
HSH Investment Management June 2007 - December 2008
UFJ Bank 2004 - 2005
Nordea Bank 2000 - 2003
Republic National Bank 1997 - 2000
Rabobank 1992 - 1997
Westdeutsche Landesbank 1987 - 1992
Irving Trust 1984 - 1985
Skills
Relative Value, Fixed Income, Capital Markets, Structured Finance, Credit Analysis, Leveraged Finance, Portfolio Management, Bonds, Structured Products, High Yield, Credit, Credit Derivatives
Education
Cornell University
Bachelor of Arts (B.A.), Economics
Francis Lewis
Francis Lewis
University of California, Santa Barbara
CIC April 2014 - Present
Bank of the West August 2013 - March 2014
HSH Nordbank November 2005 - April 2013
HSH Investment Management June 2007 - December 2008
UFJ Bank 2004 - 2005
Nordea Bank 2000 - 2003
Republic National Bank 1997 - 2000
Rabobank 1992 - 1997
Westdeutsche Landesbank 1987 - 1992
Irving Trust 1984 - 1985
Skills
Relative Value, Fixed Income, Capital Markets, Structured Finance, Credit Analysis, Leveraged Finance, Portfolio Management, Bonds, Structured Products, High Yield, Credit, Credit Derivatives
Education
Cornell University
Bachelor of Arts (B.A.), Economics
Francis Lewis
Francis Lewis
University of California, Santa Barbara
Craig Ulrich's Irving Trust Experience July 1983 - February 1984
Job
Industry Management Consulting
Experience
Ulrich Consulting, LLC July 2014 - Present
Towers Watson March 2007 - July 2014
Buck Consultants April 2005 - March 2007
Mercer Human Resource Consulting January 1985 - April 2005
Dean Witter February 1984 - January 1985
Irving Trust July 1983 - February 1984
Irving Trust April 1981 - July 1983
Skills
Sales Effectiveness, Sales Operations, HR Consulting, Consulting, Deferred Compensation, Leadership, Organizational Design, Business Strategy, Incentive Programs, Strategy, Human Capital, Management, Sales Compensation
Education
Fairleigh Dickinson University-Florham Campus 1980 — 1981
M.B.A., Management
Drake University 1976 — 1980
B.S., Business Administration
Ulrich Consulting, LLC July 2014 - Present
Towers Watson March 2007 - July 2014
Buck Consultants April 2005 - March 2007
Mercer Human Resource Consulting January 1985 - April 2005
Dean Witter February 1984 - January 1985
Irving Trust July 1983 - February 1984
Irving Trust April 1981 - July 1983
Skills
Sales Effectiveness, Sales Operations, HR Consulting, Consulting, Deferred Compensation, Leadership, Organizational Design, Business Strategy, Incentive Programs, Strategy, Human Capital, Management, Sales Compensation
Education
Fairleigh Dickinson University-Florham Campus 1980 — 1981
M.B.A., Management
Drake University 1976 — 1980
B.S., Business Administration
Thomas Rumore's Irving Trust Experience 1981 - 1989
Job Financial Services Consultant and Contractor
Industry Financial Services
Experience
DEUTSCHE BANK 1999 - 2004
J.P. MORGAN 1996 - 1999
CITIBANK 1993 - 1996
MANUFACTURERS HANOVER/CHEMICAL 1989 - 1993
IRVING TRUST 1981 - 1989
THE BANK OF NEW YORK 1969 - 1981
Skills
Fixed Income, Wealth Management, Portfolio Management, Training, Equities, Capital Markets, Derivatives, Investment Banking, Asset Management, Securities, Hedge Funds, Alternative Investments, Bloomberg, Investments, Financial Services, Trading, Valuation, Banking, Back Office, Financial Risk, Asset Allocation
Education
Pace University 1971 — 1974
MBA, MANAGEMENT
Fordham University 1964 — 1968
BS, ECONOMICS
DEUTSCHE BANK 1999 - 2004
J.P. MORGAN 1996 - 1999
CITIBANK 1993 - 1996
MANUFACTURERS HANOVER/CHEMICAL 1989 - 1993
IRVING TRUST 1981 - 1989
THE BANK OF NEW YORK 1969 - 1981
Skills
Fixed Income, Wealth Management, Portfolio Management, Training, Equities, Capital Markets, Derivatives, Investment Banking, Asset Management, Securities, Hedge Funds, Alternative Investments, Bloomberg, Investments, Financial Services, Trading, Valuation, Banking, Back Office, Financial Risk, Asset Allocation
Education
Pace University 1971 — 1974
MBA, MANAGEMENT
Fordham University 1964 — 1968
BS, ECONOMICS
David Osborne's Irving Trust Experience 1984 - 1986
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America February 2012 - Present
Hawaiian Airlines May 2005 - February 2012
Bank of New York September 2004 - April 2005
Deutsche Bank September 2001 - June 2004
Plural March 1995 - September 2001
Bankers Trust Company May 1988 - September 1994
Irving Trust 1984 - 1986
Skills
IT Governance, Business Analysis, E-commerce, Business Intelligence, Vendor Management, Integration, Disaster Recovery, Governance, Leadership, Strategic Planning, Management, Enterprise Architecture, Strategy, Business Process, Change Management, Cloud Computing, Sales, IT Management, Project Portfolio..., Requirements Analysis, Microsoft SQL Server, Software Development, Business Process..., Software Project..., CRM, Architecture, Business Transformation, Cross-functional Team..., Data Center, Data Warehousing, Enterprise Software, ITIL, Information Technology, Management Consulting, Outsourcing, PMO, PMP, Process Improvement, Product Management, Risk Management, SaaS, Team Leadership
Education
Aston University
Bank of America February 2012 - Present
Hawaiian Airlines May 2005 - February 2012
Bank of New York September 2004 - April 2005
Deutsche Bank September 2001 - June 2004
Plural March 1995 - September 2001
Bankers Trust Company May 1988 - September 1994
Irving Trust 1984 - 1986
Skills
IT Governance, Business Analysis, E-commerce, Business Intelligence, Vendor Management, Integration, Disaster Recovery, Governance, Leadership, Strategic Planning, Management, Enterprise Architecture, Strategy, Business Process, Change Management, Cloud Computing, Sales, IT Management, Project Portfolio..., Requirements Analysis, Microsoft SQL Server, Software Development, Business Process..., Software Project..., CRM, Architecture, Business Transformation, Cross-functional Team..., Data Center, Data Warehousing, Enterprise Software, ITIL, Information Technology, Management Consulting, Outsourcing, PMO, PMP, Process Improvement, Product Management, Risk Management, SaaS, Team Leadership
Education
Aston University
Brian C. McLoughlin's Irving Trust Experience 1987 - 1989
Job Credit Sales at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase June 2013 - Present
JPMorgan Chase June 2007 - June 2013
JPMorgan Chase February 2003 - April 2007
JPMorgan Securities June 1993 - November 2002
JP Morgan, Inc. January 1989 - June 1993
Irving Trust 1987 - 1989
Skills
Strategy, Management, Sales, Financial Markets, Investments, Business Development, Leadership, Corporate Finance, Investment Banking, Product Management, Private Equity, Financial Modeling, Capital Markets
Education
Hofstra University 1989 — 1993
MBA, Finance
Stony Brook University 1982 — 1986
BS, Computer Science and Economics
JPMorgan Chase June 2013 - Present
JPMorgan Chase June 2007 - June 2013
JPMorgan Chase February 2003 - April 2007
JPMorgan Securities June 1993 - November 2002
JP Morgan, Inc. January 1989 - June 1993
Irving Trust 1987 - 1989
Skills
Strategy, Management, Sales, Financial Markets, Investments, Business Development, Leadership, Corporate Finance, Investment Banking, Product Management, Private Equity, Financial Modeling, Capital Markets
Education
Hofstra University 1989 — 1993
MBA, Finance
Stony Brook University 1982 — 1986
BS, Computer Science and Economics
Robert A Hall's Irving Trust Experience June 1968 - July 1985
Job Retired C.I.O. at Mentor Strategies
Industry Information Services
Experience
Mentor Strategies 1995 - Present
RETIRED June 2000 - December 2009
IRVING TRUST June 1968 - July 1985
Education
Fairleigh Dickinson University 1960 — 1962
MBA, BUSINESS
Pratt Institute 1953 — 1957
BSME, MECHANICAL ENGINEERING
Mentor Strategies 1995 - Present
RETIRED June 2000 - December 2009
IRVING TRUST June 1968 - July 1985
Education
Fairleigh Dickinson University 1960 — 1962
MBA, BUSINESS
Pratt Institute 1953 — 1957
BSME, MECHANICAL ENGINEERING
Ann Marie Rudolph's Irving Trust Experience 1983 - 1985
Job Affordable Care Act at the Center for Medicare and Medicaid Services
Industry Information Technology and Services
Experience
Center for Medicare and Medicaid Services June 2012 - Present
US Army September 2010 - June 2012
The Mad Hatter April 2004 - September 2010
EDS November 1998 - March 2004
Cedar Crest High School August 1993 - November 1997
Salomon Brothers 1987 - 1990
Swiss Bank 1985 - 1987
Irving Trust 1983 - 1985
Colgate-Palmolive Corp February 1981 - February 1983
Coradian Corp September 1978 - December 1980
Skills
Project Management, Program Management, Requirements Analysis, Project Planning, Training, Analysis, Strategic Planning, System Administration, Management, Software Documentation, Budgets, CRM
Education
Milne 1969 — 1975
16
New York University
Intensive Course in Computer Programming and Systems Analysis
University at Albany, SUNY
University at Buffalo
Liberal Arts
Center for Medicare and Medicaid Services June 2012 - Present
US Army September 2010 - June 2012
The Mad Hatter April 2004 - September 2010
EDS November 1998 - March 2004
Cedar Crest High School August 1993 - November 1997
Salomon Brothers 1987 - 1990
Swiss Bank 1985 - 1987
Irving Trust 1983 - 1985
Colgate-Palmolive Corp February 1981 - February 1983
Coradian Corp September 1978 - December 1980
Skills
Project Management, Program Management, Requirements Analysis, Project Planning, Training, Analysis, Strategic Planning, System Administration, Management, Software Documentation, Budgets, CRM
Education
Milne 1969 — 1975
16
New York University
Intensive Course in Computer Programming and Systems Analysis
University at Albany, SUNY
University at Buffalo
Liberal Arts
Larry Weitzman's Irving Trust Experience 1985 - 1986
Job Chief Content Officer and Chief of Operations, CineSport
Industry Media Production
Experience
CineSport 2007 - Present
NBA Entertainment 1987 - 2007
NBA Properties, Inc. 1987 - 2007
National Basketball Association 1987 - 2007
National Basketball Assn. 1987 - 2007
NBA 1987 - 2006
Irving Trust 1985 - 1986
Skills
Digital Media, New Media, Sports, Broadcast, Television, Entertainment, Digital Strategy, Sports Marketing, Video, Strategic Partnerships, Video Production, Sponsorship, Web Video, Content Strategy, Social Media, Digital Video, Multimedia, Digital Marketing, Online Advertising, Producing
Education
University of Pennsylvania 1981 — 1985
BS, Finance
University of Pennsylvania - The Wharton School 1981 — 1985
BS, Finance
great neck north
CineSport 2007 - Present
NBA Entertainment 1987 - 2007
NBA Properties, Inc. 1987 - 2007
National Basketball Association 1987 - 2007
National Basketball Assn. 1987 - 2007
NBA 1987 - 2006
Irving Trust 1985 - 1986
Skills
Digital Media, New Media, Sports, Broadcast, Television, Entertainment, Digital Strategy, Sports Marketing, Video, Strategic Partnerships, Video Production, Sponsorship, Web Video, Content Strategy, Social Media, Digital Video, Multimedia, Digital Marketing, Online Advertising, Producing
Education
University of Pennsylvania 1981 — 1985
BS, Finance
University of Pennsylvania - The Wharton School 1981 — 1985
BS, Finance
great neck north
Dale Carr's Irving Trust Experience June 1987 - February 1989
Job SVP at Citizens Bank
Industry Banking
Experience
Citizens Bank 1999 - Present
First Fidelity Bank February 1989 - June 1999
Irving Trust June 1987 - February 1989
Skills
Commercial Banking, Commercial Lending, Credit, Credit Analysis, Banking, Portfolio Management, Underwriting, Treasury Management, Financial Risk, Capital Markets, Financial Structuring, Derivatives, Financial Analysis, Due Diligence, Loans, Risk Management, Credit Risk, Relationship Management, Finance, Loan Origination, Mergers & Acquisitions
Education
Dickinson College
Bachelor of Arts (BA), Economics
Citizens Bank 1999 - Present
First Fidelity Bank February 1989 - June 1999
Irving Trust June 1987 - February 1989
Skills
Commercial Banking, Commercial Lending, Credit, Credit Analysis, Banking, Portfolio Management, Underwriting, Treasury Management, Financial Risk, Capital Markets, Financial Structuring, Derivatives, Financial Analysis, Due Diligence, Loans, Risk Management, Credit Risk, Relationship Management, Finance, Loan Origination, Mergers & Acquisitions
Education
Dickinson College
Bachelor of Arts (BA), Economics
Rob Bigini's Irving Trust Experience 1983 - 1985
Job VP Direct Services at Comrise
Industry Information Technology and Services
Experience
Comrise January 2012 - Present
Comrise Technology September 2010 - October 2012
Knowledge & Grace Inc. August 2009 - September 2010
Nucsoft USA Inc March 2008 - July 2009
Matrix Information Consulting August 1994 - December 2007
Dun & Bradstreet July 1984 - 1994
Irving Trust 1983 - 1985
Skills
Business Analysis, Process Improvement, Vendor Management, SDLC, Business Development, Outsourcing, Sourcing, Project Management, Business Strategy, IT Management, Requirements Analysis, Management, Technical Recruiting, Analysis, Cross-functional Team..., Business Intelligence, Analytics, Quality Assurance, Visio, Business Process..., Software Project..., Budgets, Start-ups, Executive Search, Risk Management, Program Management, Team Leadership, Project Planning, Integration, Account Management, Management Consulting, Business Process, Software Development, Talent Acquisition, Agile Methodologies, Change Management, Team Building, Information Technology, CRM, Strategic Planning, Recruiting, Product Management, New Business Development, Project Portfolio..., Resource Management, SaaS, Leadership, IT Strategy, Telecommunications, Strategy
Education
City University of New York-Queens College 1971 — 1975
BA, Math/Computer Science
Stuyvesant High School 1968 — 1971
St. Mary's 1960 — 1967
Comrise January 2012 - Present
Comrise Technology September 2010 - October 2012
Knowledge & Grace Inc. August 2009 - September 2010
Nucsoft USA Inc March 2008 - July 2009
Matrix Information Consulting August 1994 - December 2007
Dun & Bradstreet July 1984 - 1994
Irving Trust 1983 - 1985
Skills
Business Analysis, Process Improvement, Vendor Management, SDLC, Business Development, Outsourcing, Sourcing, Project Management, Business Strategy, IT Management, Requirements Analysis, Management, Technical Recruiting, Analysis, Cross-functional Team..., Business Intelligence, Analytics, Quality Assurance, Visio, Business Process..., Software Project..., Budgets, Start-ups, Executive Search, Risk Management, Program Management, Team Leadership, Project Planning, Integration, Account Management, Management Consulting, Business Process, Software Development, Talent Acquisition, Agile Methodologies, Change Management, Team Building, Information Technology, CRM, Strategic Planning, Recruiting, Product Management, New Business Development, Project Portfolio..., Resource Management, SaaS, Leadership, IT Strategy, Telecommunications, Strategy
Education
City University of New York-Queens College 1971 — 1975
BA, Math/Computer Science
Stuyvesant High School 1968 — 1971
St. Mary's 1960 — 1967
Larry Siegel MBA's Irving Trust Experience 1981 - 1987
Job :Project Manager/Senior Business Analyst at Emblem Health
Industry Information Services
Experience
Emblem Health March 2009 - Present
ALLSector Technology Group May 2008 - October 2008
Emerging Health Information Technology 2008 - 2008
Metropolitan Jewish Health System 2002 - 2007
NYSCHRO - Med Review 1998 - 2001
Empire Blue Cross 1987 - 1995
Irving Trust 1981 - 1987
PDC 1974 - 1976
United Merchants 1967 - 1972
Skills
Leadership, Management, Training, Quality Assurance, Healthcare Information..., Business Process, PMO, Healthcare, SDLC, Analytics, Project Planning, Project Portfolio..., Project Management, HIPAA, Strategic Planning, Business Analysis, Resource Management, Program Management, Cross-functional Team..., Multi Tasking, Consulting, Information Technology, Problem Analysis, Managed Care, Management Consulting, Strategic Thinking, EHR, PMP, Product Requirements, Regulatory Requirements, Mentoring Of Staff, Critical Thinking, EMR, Interviews, Business Process..., Requirements Management, Team Facilitation, JAD, Document Review, Performance Reviews, Requirements Gathering, Inter-personal, Organizational..., Salary Review, Performance Improvement, Crystal Reports, Data Analysis, Executive Management, Employee Benefits
Education
St. John's University, The Peter J. Tobin College of Business 1976 — 1980
MBA, Business Administration
City University of New York-College of Staten Island 1968 — 1970
Bachelor of Arts (BA), Psychology
City University of New York 1965 — 1967
AA, Liberal Arts
Francis Lewis 1960 — 1965
Academic, Academic
Emblem Health March 2009 - Present
ALLSector Technology Group May 2008 - October 2008
Emerging Health Information Technology 2008 - 2008
Metropolitan Jewish Health System 2002 - 2007
NYSCHRO - Med Review 1998 - 2001
Empire Blue Cross 1987 - 1995
Irving Trust 1981 - 1987
PDC 1974 - 1976
United Merchants 1967 - 1972
Skills
Leadership, Management, Training, Quality Assurance, Healthcare Information..., Business Process, PMO, Healthcare, SDLC, Analytics, Project Planning, Project Portfolio..., Project Management, HIPAA, Strategic Planning, Business Analysis, Resource Management, Program Management, Cross-functional Team..., Multi Tasking, Consulting, Information Technology, Problem Analysis, Managed Care, Management Consulting, Strategic Thinking, EHR, PMP, Product Requirements, Regulatory Requirements, Mentoring Of Staff, Critical Thinking, EMR, Interviews, Business Process..., Requirements Management, Team Facilitation, JAD, Document Review, Performance Reviews, Requirements Gathering, Inter-personal, Organizational..., Salary Review, Performance Improvement, Crystal Reports, Data Analysis, Executive Management, Employee Benefits
Education
St. John's University, The Peter J. Tobin College of Business 1976 — 1980
MBA, Business Administration
City University of New York-College of Staten Island 1968 — 1970
Bachelor of Arts (BA), Psychology
City University of New York 1965 — 1967
AA, Liberal Arts
Francis Lewis 1960 — 1965
Academic, Academic
Ed Goldschmidt's Irving Trust Experience June 1987 - May 1989
Job Vice President Technology Services at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions January 2011 - Present
Broadridge Financial Solutions 2006 - Present
Optech Systems / Matrix Financial Services April 2006 - January 2011
Business Objects December 2003 - April 2006
Seagate Software / Crystal Decisions November 2000 - December 2003
Bankers Trust October 1993 - November 2000
Microsoft September 1992 - October 1993
Mocatta Metals Corporation May 1989 - September 1992
Irving Trust June 1987 - May 1989
IBM July 1984 - June 1987
Skills
Business Intelligence, Business Analysis, Dashboard, Crystal Reports, C#, Microsoft SQL Server, Business Objects...
Education
University of Michigan 1979 — 1984
Bachelor of Science (BS), Computer Engineering, Electical Engineering
Broadridge Financial Solutions January 2011 - Present
Broadridge Financial Solutions 2006 - Present
Optech Systems / Matrix Financial Services April 2006 - January 2011
Business Objects December 2003 - April 2006
Seagate Software / Crystal Decisions November 2000 - December 2003
Bankers Trust October 1993 - November 2000
Microsoft September 1992 - October 1993
Mocatta Metals Corporation May 1989 - September 1992
Irving Trust June 1987 - May 1989
IBM July 1984 - June 1987
Skills
Business Intelligence, Business Analysis, Dashboard, Crystal Reports, C#, Microsoft SQL Server, Business Objects...
Education
University of Michigan 1979 — 1984
Bachelor of Science (BS), Computer Engineering, Electical Engineering
Field Smith's Irving Trust Experience September 1980 - September 1987
Job Managing Director at Ally Commercial Finance LLC
Industry Financial Services
Experience
Ally Commercial Finance LLC November 2010 - Present
Ally Commercial Finance LLC (f/k/a GMAC Commercial Finance) February 2010 - Present
Ally Commercial Finance LLC (f/k/a GMAC Commercial Finance) September 1999 - Present
Gleacher NatWest November 1996 - April 1999
NatWest Bank September 1990 - November 1996
Bankers Trust 1987 - 1990
Irving Trust September 1980 - September 1987
Skills
Leveraged Finance, Structured Finance, Credit Analysis, Asset Based Lending, Portfolio Management, Financial Structuring, Underwriting, Corporate Finance, Capital Markets, Credit Risk, Credit, Commercial Lending, Loans, Private Equity, Financial Modeling, Due Diligence, Restructuring, Fixed Income, Mergers & Acquisitions, Loan Origination, Financial Risk, Commercial Banking
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance and Management
Georgetown University 1976 — 1980
BA, Economics
Ally Commercial Finance LLC November 2010 - Present
Ally Commercial Finance LLC (f/k/a GMAC Commercial Finance) February 2010 - Present
Ally Commercial Finance LLC (f/k/a GMAC Commercial Finance) September 1999 - Present
Gleacher NatWest November 1996 - April 1999
NatWest Bank September 1990 - November 1996
Bankers Trust 1987 - 1990
Irving Trust September 1980 - September 1987
Skills
Leveraged Finance, Structured Finance, Credit Analysis, Asset Based Lending, Portfolio Management, Financial Structuring, Underwriting, Corporate Finance, Capital Markets, Credit Risk, Credit, Commercial Lending, Loans, Private Equity, Financial Modeling, Due Diligence, Restructuring, Fixed Income, Mergers & Acquisitions, Loan Origination, Financial Risk, Commercial Banking
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance and Management
Georgetown University 1976 — 1980
BA, Economics
Kevin Bisch's Irving Trust Experience 1987 - 1988
Job Technical Architect
Industry Information Technology and Services
Experience
HCL Technologies (Infrastructure Services Division) July 2010 - Present
HCL Technologies January 2010 - July 2010
Reader's Digest 2005 - 2009
Reader's Digest 1999 - 2005
Reader's Digest 1997 - 1999
Reader's Digest 1991 - 1997
Reader's Digest 1988 - 1991
Irving Trust 1987 - 1988
AGS Information Services 1986 - 1987
Texaco 1984 - 1986
Skills
Ab Initio Administration, Netezza Administration, Oracle Administration, High Level Assembler..., COBOL, Perl, Unix Shell Scripting, JCL, RMAN, Solaris, AIX, Systems Analysis, Software Design, System Testing, Data Modeling, SAN, Linux, Storage Virtualization, Technical Architecture, Oracle Enterprise..., IBM Mainframe, SAN Administration, Project Management, Capacity Planning, P2V, P2P, Managed File Transfer, Sterling Connect:Direct, MOVEit Central / MOVEit..., ODBC, DB2, Brocade Fibre Switches, Brocade Fabric OS, Brocade Extension..., Fibre Channel over IP..., IBM Tivoli Storage...
Education
Pace University 1990 — 1994
Master Of Science, Computer Science
Mercy College 1980 — 1984
Bachelor Of Science, Computer Information Systems
HCL Technologies (Infrastructure Services Division) July 2010 - Present
HCL Technologies January 2010 - July 2010
Reader's Digest 2005 - 2009
Reader's Digest 1999 - 2005
Reader's Digest 1997 - 1999
Reader's Digest 1991 - 1997
Reader's Digest 1988 - 1991
Irving Trust 1987 - 1988
AGS Information Services 1986 - 1987
Texaco 1984 - 1986
Skills
Ab Initio Administration, Netezza Administration, Oracle Administration, High Level Assembler..., COBOL, Perl, Unix Shell Scripting, JCL, RMAN, Solaris, AIX, Systems Analysis, Software Design, System Testing, Data Modeling, SAN, Linux, Storage Virtualization, Technical Architecture, Oracle Enterprise..., IBM Mainframe, SAN Administration, Project Management, Capacity Planning, P2V, P2P, Managed File Transfer, Sterling Connect:Direct, MOVEit Central / MOVEit..., ODBC, DB2, Brocade Fibre Switches, Brocade Fabric OS, Brocade Extension..., Fibre Channel over IP..., IBM Tivoli Storage...
Education
Pace University 1990 — 1994
Master Of Science, Computer Science
Mercy College 1980 — 1984
Bachelor Of Science, Computer Information Systems
Lisa Ballard's Irving Trust Experience 1983 - 1984
Job Owner
Industry Media Production
Experience
LisaDensmore.com January 2009 - Present
Professional Skier November 1985 - Present
Densmore Designs January 2000 - December 2011
HEAD Sport AG 1991 - 2010
Grey Advertising 1985 - 1987
Irving Trust 1983 - 1984
Skills
Television, Film Production, Video, Photography, Film, Video Editing, Commercials, Broadcast, Post Production, Editing, Advertising, Creative Direction, Ski, Marketing Strategy, Copywriting, Social Media Marketing, Digital Photography, Trade Shows, Magazines, Digital Media, Event Management, Marketing, Public Relations, Fashion, Sports, Brand Development, Online Marketing, Sponsorship, Sports Marketing, Social Networking, Action Sports
Education
Dartmouth College 1979 — 1983
Bachelor of Arts (B.A.), Economics
Stratton Mountain School, VT 1976 — 1979
High School, "Ski Racing"
LisaDensmore.com January 2009 - Present
Professional Skier November 1985 - Present
Densmore Designs January 2000 - December 2011
HEAD Sport AG 1991 - 2010
Grey Advertising 1985 - 1987
Irving Trust 1983 - 1984
Skills
Television, Film Production, Video, Photography, Film, Video Editing, Commercials, Broadcast, Post Production, Editing, Advertising, Creative Direction, Ski, Marketing Strategy, Copywriting, Social Media Marketing, Digital Photography, Trade Shows, Magazines, Digital Media, Event Management, Marketing, Public Relations, Fashion, Sports, Brand Development, Online Marketing, Sponsorship, Sports Marketing, Social Networking, Action Sports
Education
Dartmouth College 1979 — 1983
Bachelor of Arts (B.A.), Economics
Stratton Mountain School, VT 1976 — 1979
High School, "Ski Racing"
Thomas Montrone's Irving Trust Experience 1979 - 1987
Job former pres & ceo at registrar and transfer company
Industry Financial Services
Experience
registrar and transfer company May 1989 - April 2014
Security Pacific Bank 1987 - 1989
Irving Trust 1979 - 1987
US Army June 1966 - January 1977
Skills
Securities, Investments, Financial Services, Risk Management, Investor Relations, Leadership, Mutual Funds, Corporate Governance, Capital Markets, Due Diligence, Relationship Management, Executive Management, Mergers, Mergers & Acquisitions, Venture Capital, Private Equity, IPO, Asset Management, Banking, Equities, Alternative Investments, Portfolio Management, Hedge Funds, Financial Modeling, Corporate Development, Corporate Finance
Education
Iona College 1981 — 1983
Master of Business Administration (M.B.A.), Management Science, With Honors
United States Military Academy at West Point 1967 — 1971
BS
registrar and transfer company May 1989 - April 2014
Security Pacific Bank 1987 - 1989
Irving Trust 1979 - 1987
US Army June 1966 - January 1977
Skills
Securities, Investments, Financial Services, Risk Management, Investor Relations, Leadership, Mutual Funds, Corporate Governance, Capital Markets, Due Diligence, Relationship Management, Executive Management, Mergers, Mergers & Acquisitions, Venture Capital, Private Equity, IPO, Asset Management, Banking, Equities, Alternative Investments, Portfolio Management, Hedge Funds, Financial Modeling, Corporate Development, Corporate Finance
Education
Iona College 1981 — 1983
Master of Business Administration (M.B.A.), Management Science, With Honors
United States Military Academy at West Point 1967 — 1971
BS
Andrew Farenci's Irving Trust Experience September 1978 - December 1982
Job Owner / Consultant at ALF Computer Systems
Industry Computer Networking
Experience
ALF Computer Systems 1983 - Present
Pfizer June 2000 - August 2003
Warner Lambert March 1995 - June 2000
ConEdison Solutions 1991 - 1993
Riggs Bank 1983 - 1983
Bankers Trust 1982 - 1983
Irving Trust September 1978 - December 1982
Education
Columbia University in the City of New York 1976 — 1978
Computer Engineering
University at Buffalo 1974 — 1976
EE
ALF Computer Systems 1983 - Present
Pfizer June 2000 - August 2003
Warner Lambert March 1995 - June 2000
ConEdison Solutions 1991 - 1993
Riggs Bank 1983 - 1983
Bankers Trust 1982 - 1983
Irving Trust September 1978 - December 1982
Education
Columbia University in the City of New York 1976 — 1978
Computer Engineering
University at Buffalo 1974 — 1976
EE
Deborah Rogut's Irving Trust Experience 1988 - 1989
Job First Vice President / Portfolio Manager
Industry Banking
Experience
The Provident Bank February 2015 - Present
The Provident Bank September 2008 - Present
GMAC Commercial Finance 2005 - 2008
The CIT Group 1988 - 2005
Irving Trust 1988 - 1989
Skills
Credit Analysis, Banking, Financial Risk, Loan Origination, Cash Flow Lending, Underwriting, Asset Based Lending, Portfolio Management, Middle Market, Small Business Lending, Loans, Lines Of Credit, Commercial Mortgages, Cash Management, Treasury Management, Capital Markets, Mortgage Lending, Structured Finance
Education
Rutgers University-New Brunswick 1992 — 1996
MBA, Finance
Rutgers University-New Brunswick 1984 — 1988
BA, Economics
The Provident Bank February 2015 - Present
The Provident Bank September 2008 - Present
GMAC Commercial Finance 2005 - 2008
The CIT Group 1988 - 2005
Irving Trust 1988 - 1989
Skills
Credit Analysis, Banking, Financial Risk, Loan Origination, Cash Flow Lending, Underwriting, Asset Based Lending, Portfolio Management, Middle Market, Small Business Lending, Loans, Lines Of Credit, Commercial Mortgages, Cash Management, Treasury Management, Capital Markets, Mortgage Lending, Structured Finance
Education
Rutgers University-New Brunswick 1992 — 1996
MBA, Finance
Rutgers University-New Brunswick 1984 — 1988
BA, Economics
David Choy's Irving Trust Experience 1985 - 1988
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
First American International Bank April 2011 - November 2013
Primus Asset Management December 2010 - April 2011
Primus Asset Management March 2006 - September 2010
U.S. Trust 2000 - 2006
JPMorgan Chase 1988 - 2000
Irving Trust 1985 - 1988
Skills
Budget, Analysis, Team Building, Capital Markets, Financial Modeling, Strategic Financial..., Banking, Trend Analysis, Variance Analysis, Month End Close, Financial Reporting, Financial Analysis, Financial Accounting, Managerial Finance, Budgets, Financial Risk, Risk Management, Investments, Internal Controls, Forecasting, Finance, Sarbanes-Oxley Act, Treasury Management, Due Diligence, Cash Management, Portfolio Management, Credit Analysis, Derivatives, Mergers & Acquisitions, Business Planning, Valuation, Corporate Finance, Treasury Services, Asset Management, SEC filings, Bloomberg, Accounting, Financial Planning
Education
Bankers Administration Institute - University of Wisconsin-Madison 1992 — 1995
Advance Certificate in Financial Management, Financial Analysis, business valuation and accounting and risk management
Pace University 1981 — 1984
BBA, Accounting
Morgan Stanley December 2013 - Present
First American International Bank April 2011 - November 2013
Primus Asset Management December 2010 - April 2011
Primus Asset Management March 2006 - September 2010
U.S. Trust 2000 - 2006
JPMorgan Chase 1988 - 2000
Irving Trust 1985 - 1988
Skills
Budget, Analysis, Team Building, Capital Markets, Financial Modeling, Strategic Financial..., Banking, Trend Analysis, Variance Analysis, Month End Close, Financial Reporting, Financial Analysis, Financial Accounting, Managerial Finance, Budgets, Financial Risk, Risk Management, Investments, Internal Controls, Forecasting, Finance, Sarbanes-Oxley Act, Treasury Management, Due Diligence, Cash Management, Portfolio Management, Credit Analysis, Derivatives, Mergers & Acquisitions, Business Planning, Valuation, Corporate Finance, Treasury Services, Asset Management, SEC filings, Bloomberg, Accounting, Financial Planning
Education
Bankers Administration Institute - University of Wisconsin-Madison 1992 — 1995
Advance Certificate in Financial Management, Financial Analysis, business valuation and accounting and risk management
Pace University 1981 — 1984
BBA, Accounting
alison mulhern's Irving Trust Experience June 1984 - June 1986
Job Independent Venture Capital & Private Equity Professional
Industry Venture Capital & Private Equity
Experience
Seaport Capital March 1998 - January 2007
BT Securities January 1996 - March 1998
BT Securities March 1989 - January 1996
Bankers Trust Company September 1986 - March 1989
Irving Trust June 1984 - June 1986
Skills
Portfolio Management, Private Equity, Investments, Deal Sourcing, Fundraising, Capital Raising, Private Placements, Venture Capital
Education
Georgetown University 1977 — 1981
BS, Psychology and Spanish
Seaport Capital March 1998 - January 2007
BT Securities January 1996 - March 1998
BT Securities March 1989 - January 1996
Bankers Trust Company September 1986 - March 1989
Irving Trust June 1984 - June 1986
Skills
Portfolio Management, Private Equity, Investments, Deal Sourcing, Fundraising, Capital Raising, Private Placements, Venture Capital
Education
Georgetown University 1977 — 1981
BS, Psychology and Spanish
Len Richardson's Irving Trust Experience 1980 - 1989
Job IBM Mainframe IT Software Professional
Industry Computer Software
Experience
MCCNY 2001 - 2013
American Youth Table Tennis Organization 2009 - 2010
MCCNY 2001 - 2009
JPMorganChase August 1996 - December 2007
Consolidated Edison September 1991 - August 1996
Irving Trust 1980 - 1989
Equitable Life 1976 - 1981
Equitable Life 1976 - 1981
Skills
Endeavor, DB2, IMS DB/DC, Fileaid, JCL, SQL, SDLC, SPUFI, VSAM, COBOL, Databases, Xpediter, HTML, Mainframe, Testing, Software Development, Software Documentation, CICS, Visual Basic
Education
City University of New York-Herbert H. Lehman College 1967 — 1971
BS, Chemistry
MCCNY 2001 - 2013
American Youth Table Tennis Organization 2009 - 2010
MCCNY 2001 - 2009
JPMorganChase August 1996 - December 2007
Consolidated Edison September 1991 - August 1996
Irving Trust 1980 - 1989
Equitable Life 1976 - 1981
Equitable Life 1976 - 1981
Skills
Endeavor, DB2, IMS DB/DC, Fileaid, JCL, SQL, SDLC, SPUFI, VSAM, COBOL, Databases, Xpediter, HTML, Mainframe, Testing, Software Development, Software Documentation, CICS, Visual Basic
Education
City University of New York-Herbert H. Lehman College 1967 — 1971
BS, Chemistry
Don Sills's Irving Trust Experience 1987 - 1989
Job Vice President at PNC Bank
Industry Banking
Experience
PNC Bank October 2008 - Present
SEEDCO PA June 2005 - October 2008
Mellon Bank April 1989 - June 2000
Irving Trust 1987 - 1989
Skills
Loans, Small Business Lending, Credit, Banking, Real Estate, Commercial Lending, Underwriting, Credit Analysis, Financial Analysis, Risk Management, Risk, Economics, Small Business, Coaching, Retail Banking, Cash Management, Finance, Management, Real Estate Transactions
Education
Widener University 1974 — 1976
MBA, Business
Saint Joseph's University 1964 — 1968
BS, Economics
PNC Bank October 2008 - Present
SEEDCO PA June 2005 - October 2008
Mellon Bank April 1989 - June 2000
Irving Trust 1987 - 1989
Skills
Loans, Small Business Lending, Credit, Banking, Real Estate, Commercial Lending, Underwriting, Credit Analysis, Financial Analysis, Risk Management, Risk, Economics, Small Business, Coaching, Retail Banking, Cash Management, Finance, Management, Real Estate Transactions
Education
Widener University 1974 — 1976
MBA, Business
Saint Joseph's University 1964 — 1968
BS, Economics
Fred Whitted's Irving Trust Experience 1984 - 1988
Job
Industry Financial Services
Experience
JPMorgan Chase 2001 - 2005
Conseco Finance Vendor Services 2000 - 2001
CIT 1997 - 2000
GE Mortgage Services, Inc. 1993 - 1997
Royal Bank of Canada 1988 - 1993
Irving Trust 1984 - 1988
Education
Duke University 1980 — 1983
BA, Political Science
Fordham University - Graduate School of Business Administration 1988 — 1990
MBA, Accounting
JPMorgan Chase 2001 - 2005
Conseco Finance Vendor Services 2000 - 2001
CIT 1997 - 2000
GE Mortgage Services, Inc. 1993 - 1997
Royal Bank of Canada 1988 - 1993
Irving Trust 1984 - 1988
Education
Duke University 1980 — 1983
BA, Political Science
Fordham University - Graduate School of Business Administration 1988 — 1990
MBA, Accounting
Kris Thampi's Irving Trust Experience 1975 - 1992
Job Owner at AlphaGraphics
Industry Printing
Experience
AlphaGraphics PresidentFamily Golf Centers, Inc1993 - 2000
Irving Trust 1975 - 1992
Skills
Variable Data Printing, Digital Printing, Wide Format Printing, Offset Printing, Bindery, Corporate Gifts, Print On Demand, Print Management, Banners, Pre-press, Labels, Color Management
Education
Columbia Business School
Master of Business Administration (MBA)
McGill University
Bachelor of Engineering (B.Eng.)
AlphaGraphics PresidentFamily Golf Centers, Inc1993 - 2000
Irving Trust 1975 - 1992
Skills
Variable Data Printing, Digital Printing, Wide Format Printing, Offset Printing, Bindery, Corporate Gifts, Print On Demand, Print Management, Banners, Pre-press, Labels, Color Management
Education
Columbia Business School
Master of Business Administration (MBA)
McGill University
Bachelor of Engineering (B.Eng.)
David Cowen's Irving Trust Experience 1984 - 1985
Job Director, Finance Manager at Bank of America
Industry Banking
Experience
Bank of America September 2006 - Present
Bertholon-Rowland Corp 2004 - 2006
Donaldson, Lufkin & Jenrette 1987 - 2000
Salomon Brothers 1985 - 1987
Irving Trust 1984 - 1985
Skills
Financial Analysis, Financial Modeling, Fixed Income, Credit, Banking, Forecasting, Analysis, Financial Planning, Finance
Education
University of Arizona 2002 — 2004
Master of Business Administration (MBA), Finance, General
Fairfield University 1980 — 1984
Bachelor of Science (BS), Accounting
Bank of America September 2006 - Present
Bertholon-Rowland Corp 2004 - 2006
Donaldson, Lufkin & Jenrette 1987 - 2000
Salomon Brothers 1985 - 1987
Irving Trust 1984 - 1985
Skills
Financial Analysis, Financial Modeling, Fixed Income, Credit, Banking, Forecasting, Analysis, Financial Planning, Finance
Education
University of Arizona 2002 — 2004
Master of Business Administration (MBA), Finance, General
Fairfield University 1980 — 1984
Bachelor of Science (BS), Accounting
Shelley Sinclair's Irving Trust Experience 1981 - 1985
Job Assistant Director Health & Welfare Benefits at Ernst & Young
Industry Human Resources
Experience
Ernst & Young May 2011 - Present
Bank of New York Mellon June 1987 - January 2010
Schenkers International October 1985 - June 1987
Irving Trust 1981 - 1985
Skills
Financial Analysis, Vendor Management, employee communications, Project Management, Employee Benefits, Management, Internal Communications, Leadership, Budgets, PeopleSoft, Mergers and Acquisitions, Human Resources, Forecasting, Employee Relations, Business Strategy, Performance Management, Benefits Administration, Process Improvement, Health Insurance, Life Insurance, Mergers & Acquisitions, Project Planning, Strategy
Education
Fordham Gabelli School of Business
MBA, Finance
Wellesley College
BA, Economics, French
Ernst & Young May 2011 - Present
Bank of New York Mellon June 1987 - January 2010
Schenkers International October 1985 - June 1987
Irving Trust 1981 - 1985
Skills
Financial Analysis, Vendor Management, employee communications, Project Management, Employee Benefits, Management, Internal Communications, Leadership, Budgets, PeopleSoft, Mergers and Acquisitions, Human Resources, Forecasting, Employee Relations, Business Strategy, Performance Management, Benefits Administration, Process Improvement, Health Insurance, Life Insurance, Mergers & Acquisitions, Project Planning, Strategy
Education
Fordham Gabelli School of Business
MBA, Finance
Wellesley College
BA, Economics, French
jeffrey wald's Irving Trust Experience January 1981 - January 1988
Job Consultant at Promontory Financial Group, LLC
Industry Investment Banking
Experience
Promontory Financial Group, LLC February 2015 - Present
UBS Investment Bank January 2001 - January 2015
UBS Capital 1994 - 2000
Citicorp 1988 - 1994
Irving Trust January 1981 - January 1988
Skills
Investment Banking, High Yield, Credit Derivatives, CDS, Fixed Income, High Yield Bonds, Capital Markets, Derivatives, Market Risk, Leveraged Finance, FX Options, Structured Finance, Valuation, Bonds, Private Equity, Capital Structure, Credit Risk, Portfolio Management, Alternative Investments, Corporate Finance, Risk Management, Equities, Investments, Financial Modeling
Education
Lehigh University
BA Economics, Finance
Promontory Financial Group, LLC February 2015 - Present
UBS Investment Bank January 2001 - January 2015
UBS Capital 1994 - 2000
Citicorp 1988 - 1994
Irving Trust January 1981 - January 1988
Skills
Investment Banking, High Yield, Credit Derivatives, CDS, Fixed Income, High Yield Bonds, Capital Markets, Derivatives, Market Risk, Leveraged Finance, FX Options, Structured Finance, Valuation, Bonds, Private Equity, Capital Structure, Credit Risk, Portfolio Management, Alternative Investments, Corporate Finance, Risk Management, Equities, Investments, Financial Modeling
Education
Lehigh University
BA Economics, Finance
Robert De Siena's Irving Trust Experience 1965 - 1990
Job CFO at Transel Elevator
Industry Real Estate
Experience
TEI Group January 2004 - Present
TEI Group January 2004 - Present
Argent Ventures January 2000 - August 2003
New York University- Real Estate Institute January 1978 - December 2002
Rose Associates February 1990 - October 1995
Pratt University January 1989 - December 1993
Irving Trust 1965 - 1990
Skills
Real Estate, Property Management, Real Estate Development, Asset Managment, Disposition, Corporate Real Estate, Real Estate Economics, Lease Administration, Leases, Tenant, Asset Management, Real Estate Transactions, Contract Negotiation, Budgets, Contract Management, Commercial Real Estate, Green Building, Feasibility Studies, Construction Management, Facilities Management, Lease Negotiations, Portfolio Management, Construction, Due Diligence, Negotiation, Investment Properties, Brokerage, Investments, Valuation, Finance, Residential Homes, Property, Mergers & Acquisitions, Capital Budgeting, Investors
Education
Cornell University 1981 — 1981
Executive Development, Financial Management
Saint John's University 1976 — 1977
MBA, Finance
Pace University 1970 — 1974
BBA, Accounting-Finance
TEI Group January 2004 - Present
TEI Group January 2004 - Present
Argent Ventures January 2000 - August 2003
New York University- Real Estate Institute January 1978 - December 2002
Rose Associates February 1990 - October 1995
Pratt University January 1989 - December 1993
Irving Trust 1965 - 1990
Skills
Real Estate, Property Management, Real Estate Development, Asset Managment, Disposition, Corporate Real Estate, Real Estate Economics, Lease Administration, Leases, Tenant, Asset Management, Real Estate Transactions, Contract Negotiation, Budgets, Contract Management, Commercial Real Estate, Green Building, Feasibility Studies, Construction Management, Facilities Management, Lease Negotiations, Portfolio Management, Construction, Due Diligence, Negotiation, Investment Properties, Brokerage, Investments, Valuation, Finance, Residential Homes, Property, Mergers & Acquisitions, Capital Budgeting, Investors
Education
Cornell University 1981 — 1981
Executive Development, Financial Management
Saint John's University 1976 — 1977
MBA, Finance
Pace University 1970 — 1974
BBA, Accounting-Finance
Kathy Getty's Irving Trust Experience June 1979 - October 1981
Job Regional President at Susquehanna Bank
Industry Banking
Experience
Susquehanna Bank April 1993 - Present
Maryland National Bank October 1981 - April 1993
Irving Trust June 1979 - October 1981
Skills
Commercial Banking, Commercial Lending, Banking, Small Business Lending, Loans, Lines Of Credit, Credit, Retail Banking, Cash Management, Sales Management, Commercial Mortgages, Asset Based Lending, Credit Analysis, Customer Service, Capital Markets, Wealth Management..., Business Development, Leadership Development, Community Outreach, Non-profit Leadership, Non-profit Volunteering, Coaching, Marketing Communications, Brand Development, Corporate Branding, Brand Management
Education
Loyola College in Maryland 1984 — 1987
MBA, Finance
Georgetown University 1976 — 1979
BSBA, Finance
Southern Methodist University 1975 — 1976
Susquehanna Bank April 1993 - Present
Maryland National Bank October 1981 - April 1993
Irving Trust June 1979 - October 1981
Skills
Commercial Banking, Commercial Lending, Banking, Small Business Lending, Loans, Lines Of Credit, Credit, Retail Banking, Cash Management, Sales Management, Commercial Mortgages, Asset Based Lending, Credit Analysis, Customer Service, Capital Markets, Wealth Management..., Business Development, Leadership Development, Community Outreach, Non-profit Leadership, Non-profit Volunteering, Coaching, Marketing Communications, Brand Development, Corporate Branding, Brand Management
Education
Loyola College in Maryland 1984 — 1987
MBA, Finance
Georgetown University 1976 — 1979
BSBA, Finance
Southern Methodist University 1975 — 1976
Thomas Datz's Irving Trust Experience 1972 - 1984
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Various Consulting 1994 - 2004
American Management Systems (Vista Concepts) 1984 - 1994
Irving Trust 1972 - 1984
Skills
Project Management, Management, Business Analysis, Team Leadership, Change Management, Process Improvement, Program Management, Consulting, SDLC, Databases, Microsoft Office, Management Consulting, New Business Development, Securities, Customer Service, Quality Assurance, Retail, Microsoft Excel, Account Management
Education
Queens College 1969 — 1975
BS, Mathematics
Various Consulting 1994 - 2004
American Management Systems (Vista Concepts) 1984 - 1994
Irving Trust 1972 - 1984
Skills
Project Management, Management, Business Analysis, Team Leadership, Change Management, Process Improvement, Program Management, Consulting, SDLC, Databases, Microsoft Office, Management Consulting, New Business Development, Securities, Customer Service, Quality Assurance, Retail, Microsoft Excel, Account Management
Education
Queens College 1969 — 1975
BS, Mathematics
carlos zamora's Irving Trust Experience 1983 - 1985
Job Financial Services Executive
Industry Investment Banking
Experience
Guggenheim Partners August 2013 - January 2015
RBC Capital Markets 2011 - 2013
Royal Bank of Scotland January 2010 - January 2011
Bank of America 2001 - 2009
JPMorgan Chase & Co. 1991 - 2001
irving trust 1983 - 1985
irving trust 1983 - 1985
Skills
Fixed Income, Derivatives, Capital Markets, Hedge Funds, Securities, Bonds, Investment Banking, Financial Markets, Treasury, Bloomberg, Equities, Asset Management, Investments, Portfolio Management, Financial Modeling, Trading, Structured Products, Customer Service, Teamwork, Troubleshooting, Relationship Management, Relationship Building, Financial Services, Valuation, Risk Management, Emerging Markets
Education
Fordham University
Bachelor of Science (BS), Accounting and Finance
rye high school
Guggenheim Partners August 2013 - January 2015
RBC Capital Markets 2011 - 2013
Royal Bank of Scotland January 2010 - January 2011
Bank of America 2001 - 2009
JPMorgan Chase & Co. 1991 - 2001
irving trust 1983 - 1985
irving trust 1983 - 1985
Skills
Fixed Income, Derivatives, Capital Markets, Hedge Funds, Securities, Bonds, Investment Banking, Financial Markets, Treasury, Bloomberg, Equities, Asset Management, Investments, Portfolio Management, Financial Modeling, Trading, Structured Products, Customer Service, Teamwork, Troubleshooting, Relationship Management, Relationship Building, Financial Services, Valuation, Risk Management, Emerging Markets
Education
Fordham University
Bachelor of Science (BS), Accounting and Finance
rye high school
G Joseph Mayer's Irving Trust Experience March 1985 - May 1987
Job Special Agent / FBI
Industry Law Enforcement
Experience
Federal Bureau Of Investigation August 1999 - Present
Federal Bureau of Investigation September 2010 - December 2010
Federal Bureau Of Investigation June 1991 - August 1999
Bank of America May 1990 - January 1991
Berkkshire County Savings Bank June 1987 - May 1990
Irving Trust March 1985 - May 1987
Skills
Criminal Investigations, Fraud, Interrogation, Federal Law Enforcement, Counterintelligence, National Security, Background Checks, Cybercrime
Education
University of Bridgeport 1981 — 1983
Master of Business Administration (M.B.A.), Finance, General
Rochester Institute of Technology 1979 — 1981
Bachelor's Degree, Business Administration and Management, General
Mohawk Valley Community College 1977 — 1979
Associate's Degree, Accounting
Federal Bureau Of Investigation August 1999 - Present
Federal Bureau of Investigation September 2010 - December 2010
Federal Bureau Of Investigation June 1991 - August 1999
Bank of America May 1990 - January 1991
Berkkshire County Savings Bank June 1987 - May 1990
Irving Trust March 1985 - May 1987
Skills
Criminal Investigations, Fraud, Interrogation, Federal Law Enforcement, Counterintelligence, National Security, Background Checks, Cybercrime
Education
University of Bridgeport 1981 — 1983
Master of Business Administration (M.B.A.), Finance, General
Rochester Institute of Technology 1979 — 1981
Bachelor's Degree, Business Administration and Management, General
Mohawk Valley Community College 1977 — 1979
Associate's Degree, Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS