Irving Trust Company
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 Company Employees
Employee
Years
Job
Industry
Ed Arienti Ed Arienti's Irving Trust Company Experience 1986 - 1988
Job Managing Director at Carillon Capital, LLC
Industry Financial Services
Experience
Carillon Capital, LLC September 2014 - Present
Blue Bridge Financial, LLC September 2014 - Present
Ally Financial May 2010 - November 2014
Thor Credit Corp 2008 - July 2010
Ganis Credit Corp 1999 - 2008
Ganis Credit Corp 1993 - 1999
Ganis Credit Corp 1988 - 1993
Irving Trust Company 1986 - 1988
The Chase Manhattan Bank 1981 - 1986
Chemical Bank 1975 - 1981
Skills
Leadership, Team Building, Relationship Management, Sales Management, sales, asset origination, asset sale/placement, Strategic Planning, risk management, valuation, Start-ups, Finance
Education
Long Island University 1977 — 1980
Master's Degree, Finance & Marketing, 3.9 / 4.0 scale
Villanova University 1971 — 1975
Bachelor's Degree, Accounting & Finance, 3.8 / 4.0 scale
Carillon Capital, LLC September 2014 - Present
Blue Bridge Financial, LLC September 2014 - Present
Ally Financial May 2010 - November 2014
Thor Credit Corp 2008 - July 2010
Ganis Credit Corp 1999 - 2008
Ganis Credit Corp 1993 - 1999
Ganis Credit Corp 1988 - 1993
Irving Trust Company 1986 - 1988
The Chase Manhattan Bank 1981 - 1986
Chemical Bank 1975 - 1981
Skills
Leadership, Team Building, Relationship Management, Sales Management, sales, asset origination, asset sale/placement, Strategic Planning, risk management, valuation, Start-ups, Finance
Education
Long Island University 1977 — 1980
Master's Degree, Finance & Marketing, 3.9 / 4.0 scale
Villanova University 1971 — 1975
Bachelor's Degree, Accounting & Finance, 3.8 / 4.0 scale
Drew Desky Drew Desky's Irving Trust Company Experience August 1987 - December 1988
Job Managing Partner, Rand Thompson Consultants
Industry Financial Services
Experience
Rand Thompson Consultants June 2009 - Present
Citigroup April 2005 - August 2008
Assurant January 2002 - February 2005
Assurant March 1997 - January 2002
Standard & Poor's February 1994 - February 1997
The Bank of New York June 1990 - February 1994
Citibank December 1988 - May 1990
Irving Trust Company August 1987 - December 1988
Skills
Executive Search, Career Development, Investment Banking, Corporate Finance, Capital Markets, Credit, Asset Management, Investment Advisory, Equity Research, Hedge Funds, Fund Of Funds, Private Equity, Private Banking, Wealth Management, Human Capital Management, Fixed Income Research, Bank Relationship..., Fund Accounting, Mergers, Derivatives, Retirement Solutions, Investor Relations, Sell Side, Buy-side, Controllers, Corporate Development, Asset Managment, Banking, Fixed Income, Mergers & Acquisitions, Credit Risk, Alternative Investments, Financial Services, Financial Analysis, Due Diligence, Structured Finance, Risk Management, Mutual Funds, Finance
Education
Dartmouth College 1983 — 1987
BA, Chemistry mod w/Math; Music
Rand Thompson Consultants June 2009 - Present
Citigroup April 2005 - August 2008
Assurant January 2002 - February 2005
Assurant March 1997 - January 2002
Standard & Poor's February 1994 - February 1997
The Bank of New York June 1990 - February 1994
Citibank December 1988 - May 1990
Irving Trust Company August 1987 - December 1988
Skills
Executive Search, Career Development, Investment Banking, Corporate Finance, Capital Markets, Credit, Asset Management, Investment Advisory, Equity Research, Hedge Funds, Fund Of Funds, Private Equity, Private Banking, Wealth Management, Human Capital Management, Fixed Income Research, Bank Relationship..., Fund Accounting, Mergers, Derivatives, Retirement Solutions, Investor Relations, Sell Side, Buy-side, Controllers, Corporate Development, Asset Managment, Banking, Fixed Income, Mergers & Acquisitions, Credit Risk, Alternative Investments, Financial Services, Financial Analysis, Due Diligence, Structured Finance, Risk Management, Mutual Funds, Finance
Education
Dartmouth College 1983 — 1987
BA, Chemistry mod w/Math; Music
Craig England Craig England's Irving Trust Company Experience 1987 - 1988
Job CEO at England & Company
Industry Investment Banking
Experience
England & Company 2003 - Present
Legg Mason 1997 - 2001
Alex Brown & Sons 1996 - 1997
ICON Capital Corp. 1994 - 1996
Hunter Keith Marshall & Co. 1990 - 1994
CIBC World Markets 1988 - 1990
Irving Trust Company 1987 - 1988
Education
New York University, Stern School of Business 1994 — 1996
Master of Business Administration (M.B.A.)
The Johns Hopkins University 1983 — 1987
Bachelor's Degree
Université libre de Bruxelles 1985 — 1986
England & Company 2003 - Present
Legg Mason 1997 - 2001
Alex Brown & Sons 1996 - 1997
ICON Capital Corp. 1994 - 1996
Hunter Keith Marshall & Co. 1990 - 1994
CIBC World Markets 1988 - 1990
Irving Trust Company 1987 - 1988
Education
New York University, Stern School of Business 1994 — 1996
Master of Business Administration (M.B.A.)
The Johns Hopkins University 1983 — 1987
Bachelor's Degree
Université libre de Bruxelles 1985 — 1986
Joseph Melillo Joseph Melillo's Irving Trust Company Experience June 1975 - May 1979
Job AIS Managing Director & Chief Administrative Officer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 1993 - Present
PBA50 1987 - Present
Thomson Financial June 1988 - June 1993
Salomon Brothers 1979 - 1988
Irving Trust Company June 1975 - May 1979
Skills
Finance, Trading, Alternative Investments, Equities, Management, Fixed Income, Derivatives, Financial Risk, Investments, Hedge Funds, Mutual Funds, Securities, Risk Management, Investment Banking, Financial Services, Banking, Portfolio Management, Asset Management
Education
Iona College 1975 — 1978
Master of Business Administration (MBA), Finance & Management
Iona College 1971 — 1975
Bachelor's Degree, Business/Managerial Economics, Magna cum laude - 3.69 / 4.0
BNY Mellon June 1993 - Present
PBA50 1987 - Present
Thomson Financial June 1988 - June 1993
Salomon Brothers 1979 - 1988
Irving Trust Company June 1975 - May 1979
Skills
Finance, Trading, Alternative Investments, Equities, Management, Fixed Income, Derivatives, Financial Risk, Investments, Hedge Funds, Mutual Funds, Securities, Risk Management, Investment Banking, Financial Services, Banking, Portfolio Management, Asset Management
Education
Iona College 1975 — 1978
Master of Business Administration (MBA), Finance & Management
Iona College 1971 — 1975
Bachelor's Degree, Business/Managerial Economics, Magna cum laude - 3.69 / 4.0
Joe Mulino's Irving Trust Company Experience June 1972 - May 1974
Job
Industry
Experience
Coldwell Banker Real Estate May 2013 - Present
First Citizens Bank July 2007 - March 2013
Greater Community Bank September 2004 - June 2007
BNY Mellon June 1974 - September 2004
Irving Trust Company June 1972 - May 1974
Irving Trust Company July 1970 - May 1972
US Navy October 1966 - June 1970
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, C, Team Building, Management, Real Estate, Contract Negotiation, Analysis, Sales, Real Estate Financing, Sellers, Investment Properties, First Time Home Buyers, Short Sales, Real Estate Transactions, Investors, Residential Homes
Education
Evander Childs HS- Bronx, New York
Pace University-Pleasantville/Briarcliff Campus
Associate's degree, Business Administration and Management, General
Coldwell Banker Real Estate May 2013 - Present
First Citizens Bank July 2007 - March 2013
Greater Community Bank September 2004 - June 2007
BNY Mellon June 1974 - September 2004
Irving Trust Company June 1972 - May 1974
Irving Trust Company July 1970 - May 1972
US Navy October 1966 - June 1970
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, C, Team Building, Management, Real Estate, Contract Negotiation, Analysis, Sales, Real Estate Financing, Sellers, Investment Properties, First Time Home Buyers, Short Sales, Real Estate Transactions, Investors, Residential Homes
Education
Evander Childs HS- Bronx, New York
Pace University-Pleasantville/Briarcliff Campus
Associate's degree, Business Administration and Management, General
Sam Azizo Sam Azizo's Irving Trust Company Experience 1986 - 1988
Job Head of Counterparty Credit Risk at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank January 1992 - Present
Marine Midland Bank 1988 - January 1992
Irving Trust Company 1986 - 1988
Skills
Derivatives, Capital Markets, Fixed Income, Credit Derivatives, Investment Banking, Hedge Funds, Equities, Credit Risk, FX Options, Interest Rate..., Prime Brokerage, Bonds, ABS, Equity Derivatives, CDS, Swaps, Financial Institutions, Counterparty Risk
Education
Drew University 1982 — 1986
BA, Political Science
New York University
UBS Investment Bank January 1992 - Present
Marine Midland Bank 1988 - January 1992
Irving Trust Company 1986 - 1988
Skills
Derivatives, Capital Markets, Fixed Income, Credit Derivatives, Investment Banking, Hedge Funds, Equities, Credit Risk, FX Options, Interest Rate..., Prime Brokerage, Bonds, ABS, Equity Derivatives, CDS, Swaps, Financial Institutions, Counterparty Risk
Education
Drew University 1982 — 1986
BA, Political Science
New York University
JoAnn Simonelli Witt JoAnn Simonelli Witt's Irving Trust Company Experience May 1982 - March 1986
Job Licensed Real Estate Salesperson at Century21 Amiable Group II, Howard Beach, NY 11414
Industry Real Estate
Experience
The Mattone Group, College Point, NY September 2007 - February 2008
Atlantic Liberty Savings Bank, Brooklyn, NY October 1999 - June 2006
National Compressor Exchange – August 1997 - October 1999
Chase Manhattan Bank September 1991 - November 1994
American Express International Bank- Int’l March 1986 - September 1991
Irving Trust Company May 1982 - March 1986
Skills
NYS Licensed Real..., Event Management, Event Planning, Teamwork, English, Windows, Time Management, Strategic Planning, Editing, Social Media, Social Networking, Sales, Leadership, Negotiation
Education
Queens College 2012 — 2015
Bachelor of Arts (B.A.), History Major/ Art History Minor, 3.53
Kingsborough Community College 2010 — 2012
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities, Graudated with Honors
Grover Cleveland HS, Ridgewood, NY 11385 1973 — 1975
High School
The Mattone Group, College Point, NY September 2007 - February 2008
Atlantic Liberty Savings Bank, Brooklyn, NY October 1999 - June 2006
National Compressor Exchange – August 1997 - October 1999
Chase Manhattan Bank September 1991 - November 1994
American Express International Bank- Int’l March 1986 - September 1991
Irving Trust Company May 1982 - March 1986
Skills
NYS Licensed Real..., Event Management, Event Planning, Teamwork, English, Windows, Time Management, Strategic Planning, Editing, Social Media, Social Networking, Sales, Leadership, Negotiation
Education
Queens College 2012 — 2015
Bachelor of Arts (B.A.), History Major/ Art History Minor, 3.53
Kingsborough Community College 2010 — 2012
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities, Graudated with Honors
Grover Cleveland HS, Ridgewood, NY 11385 1973 — 1975
High School
Thomas D. Jordan Thomas D. Jordan's Irving Trust Company Experience 1984 - 1987
Job CEO, Public Trust Advisors, LLC, a Premier Investment & Treasury Management Provider
Industry Investment Management
Experience
Public Trust Advisors, LLC September 2012 - Present
Cutwater Asset Management (fka MBIA Asset Management) 2000 - 2011
MBIA Asset Management 1995 - 2000
MBIA Asset Management 1991 - 1995
The Bank of New York 1987 - 1991
The Bank of New York 1987 - 1989
Irving Trust Company 1984 - 1987
Skills
Investments, Fixed Income, Asset Management, Financial Services, Program Management, Investment Management, CRM, Negotiation, Risk Management, Team Building, Staff Development, Team Leadership, Superior Client Service, Capital Markets, Client Services, Leadership, New Business Development, Sales, Strategic Planning, Relationship Management
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance and Financial Management Services
Mercy College
Bachelor of Science (BS), Business Administration, Marketing
Public Trust Advisors, LLC September 2012 - Present
Cutwater Asset Management (fka MBIA Asset Management) 2000 - 2011
MBIA Asset Management 1995 - 2000
MBIA Asset Management 1991 - 1995
The Bank of New York 1987 - 1991
The Bank of New York 1987 - 1989
Irving Trust Company 1984 - 1987
Skills
Investments, Fixed Income, Asset Management, Financial Services, Program Management, Investment Management, CRM, Negotiation, Risk Management, Team Building, Staff Development, Team Leadership, Superior Client Service, Capital Markets, Client Services, Leadership, New Business Development, Sales, Strategic Planning, Relationship Management
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance and Financial Management Services
Mercy College
Bachelor of Science (BS), Business Administration, Marketing
Thomas Loester Thomas Loester's Irving Trust Company Experience 1978 - 1985
Job Vice President and Senior Banking Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management Senior Vice PresidentU.S. Trust Company2000 - 2008
United Jersey Bank/ Summit Bank June 1990 - September 2000
Barclays Bank of New York 1985 - 1990
Irving Trust Company 1978 - 1985
Office of the Comptroller of the Currency 1973 - 1978
Skills
Wealth Management, Private Banking, Banking, Credit, Commercial Lending, Credit Analysis, Loans, Investments, Asset Allocation, Strategic Financial..., Financial Services, Asset Management, Commercial Banking, Risk Management, Financial Analysis
Education
Fairfield University 1969 — 1973
BS, Business Management
PNC Wealth Management Senior Vice PresidentU.S. Trust Company2000 - 2008
United Jersey Bank/ Summit Bank June 1990 - September 2000
Barclays Bank of New York 1985 - 1990
Irving Trust Company 1978 - 1985
Office of the Comptroller of the Currency 1973 - 1978
Skills
Wealth Management, Private Banking, Banking, Credit, Commercial Lending, Credit Analysis, Loans, Investments, Asset Allocation, Strategic Financial..., Financial Services, Asset Management, Commercial Banking, Risk Management, Financial Analysis
Education
Fairfield University 1969 — 1973
BS, Business Management
John McGann John McGann's Irving Trust Company Experience September 1983 - October 1988
Job Executive Vice President Chief Administrative Officer at Bank Leumi USA
Industry Financial Services
Experience
Bank Leumi USA 1997 - Present
Bank Leumi USA November 1989 - February 2012
Bank of New York Mellon October 1988 - November 1989
Irving Trust Company September 1983 - October 1988
Marsh & McLennan Companies, Inc. June 1982 - September 1983
Skills
Organizational..., Credit, Employee Relations, Mergers, Strategic Planning, Recruiting, Performance Management, Talent Management, Succession Planning, Policy, Team Building, Management Consulting
Education
University of Virginia 1986 — 1987
Graduate School of Retail Banking
University of Massachusetts, Amherst 1975 — 1977
BS in Finance, Finance, Accounting and Management
Bunker Hill Community College 1973 — 1975
Associate of Science (AS), Business Administration and Management, General
Bank Leumi USA 1997 - Present
Bank Leumi USA November 1989 - February 2012
Bank of New York Mellon October 1988 - November 1989
Irving Trust Company September 1983 - October 1988
Marsh & McLennan Companies, Inc. June 1982 - September 1983
Skills
Organizational..., Credit, Employee Relations, Mergers, Strategic Planning, Recruiting, Performance Management, Talent Management, Succession Planning, Policy, Team Building, Management Consulting
Education
University of Virginia 1986 — 1987
Graduate School of Retail Banking
University of Massachusetts, Amherst 1975 — 1977
BS in Finance, Finance, Accounting and Management
Bunker Hill Community College 1973 — 1975
Associate of Science (AS), Business Administration and Management, General
JESUS R GONZALEZ . LCAM JESUS R GONZALEZ . LCAM's Irving Trust Company Experience 1961 - 1966
Job PRESIDENT at J.R. GONZALEZ & ASSOCIATES, INC.
Industry Management Consulting
Experience
J.R. GONZALEZ & ASSOCIATES, INC. 1995 - Present
BANCO DE CHILE January 1994 - December 1995
INTERCONTINENTAL BANK January 1979 - December 1989
Southeast Banking Corp. 1977 - 1979
SUN BANK OF RIVERSIDE 1973 - 1977
SWISS BANK CORPORATION 1966 - 1968
IRVING TRUST COMPANY 1961 - 1966
CUBAN ELECTRIC COMPANY 1956 - 1961
Skills
Property Management, Accounting, Management Consulting, Business Strategy, Strategy, New Business Development, Project Management, Team Building, Start-ups, Change Management, Entrepreneurship, Program Management, Business Development, Business Planning, Management, Organizational...
Education
Escolapios High School - HAVANA - CUBA 1950 — 1956
Bachelor's degree, Accounting and Business/Management
New York University
Bachelor's Degree, Banking and Financial Support Services
J.R. GONZALEZ & ASSOCIATES, INC. 1995 - Present
BANCO DE CHILE January 1994 - December 1995
INTERCONTINENTAL BANK January 1979 - December 1989
Southeast Banking Corp. 1977 - 1979
SUN BANK OF RIVERSIDE 1973 - 1977
SWISS BANK CORPORATION 1966 - 1968
IRVING TRUST COMPANY 1961 - 1966
CUBAN ELECTRIC COMPANY 1956 - 1961
Skills
Property Management, Accounting, Management Consulting, Business Strategy, Strategy, New Business Development, Project Management, Team Building, Start-ups, Change Management, Entrepreneurship, Program Management, Business Development, Business Planning, Management, Organizational...
Education
Escolapios High School - HAVANA - CUBA 1950 — 1956
Bachelor's degree, Accounting and Business/Management
New York University
Bachelor's Degree, Banking and Financial Support Services
Nina Pilsbury Nina Pilsbury's Irving Trust Company Experience February 1982 - December 1987
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
The Bank of New York Mellon August 2009 - Present
The Bank of New York Mellon August 2007 - August 2009
The Bank of New York January 2005 - August 2007
The Bank of New York January 2001 - December 2004
The Bank of New York January 1998 - December 2000
The Bank of New York January 1988 - December 1997
Irving Trust Company February 1982 - December 1987
Merchants National Bank March 1981 - February 1982
Skills
Integration, Banking, Data Center, Portfolio Management, Management, Leadership, Mergers & Acquisitions, Investments, Credit Cards, Wealth Management, Trading, Financial Services, Business Analysis, SDLC, Fixed Income, Information Technology, TCP/IP, Vendor Management, Equities, Risk Management, IT Strategy, Securities, Software Installation, Payments, Cash Management, IT Management
Education
New York University 1984 — 1984
IT Certificate
State University of New York College at Oswego 1976 — 1980
Bachelor's, Sociology, Math
The Bank of New York Mellon August 2009 - Present
The Bank of New York Mellon August 2007 - August 2009
The Bank of New York January 2005 - August 2007
The Bank of New York January 2001 - December 2004
The Bank of New York January 1998 - December 2000
The Bank of New York January 1988 - December 1997
Irving Trust Company February 1982 - December 1987
Merchants National Bank March 1981 - February 1982
Skills
Integration, Banking, Data Center, Portfolio Management, Management, Leadership, Mergers & Acquisitions, Investments, Credit Cards, Wealth Management, Trading, Financial Services, Business Analysis, SDLC, Fixed Income, Information Technology, TCP/IP, Vendor Management, Equities, Risk Management, IT Strategy, Securities, Software Installation, Payments, Cash Management, IT Management
Education
New York University 1984 — 1984
IT Certificate
State University of New York College at Oswego 1976 — 1980
Bachelor's, Sociology, Math
Grace Judson Grace Judson's Irving Trust Company Experience 1986 - 1988
Job Team dynamics & communication coach | instigator of meaningful strategic change
Industry Professional Training & Coaching
Experience
GraceJudson.com 2005 - Present
Mira Costa Community College 2009 - 2009
UC San Diego Extension 2008 - 2009
Hewlett-Packard 2004 - 2005
EMC / Document Sciences 2003 - 2004
EMC / Document Sciences 1998 - 2003
Munich Reinsurance America, Inc. 1988 - 1998
Irving Trust Company 1986 - 1988
Chase 1984 - 1986
Leon Chusid Associates, 1982 - 1984
Skills
Writing, Editing, Core message clarity, Marketing communications, Communications Strategy, Strategic Planning, Coaching, Public Speaking, Problem Solving, Teaching, Marketing Communications, Messaging, Program Management, Training, Staff Development, Analysis, Publishing, Entrepreneurship, Newsletters, Leadership Development, Project Management, Strategic Communications, Leadership, Customer Service, Organizational..., Time Management, Team Building, Social Media, Change Management, Social Networking, Strategy, Personal Development, Public Relations, Management Consulting, Small Business, Emotional Intelligence, Executive Development, Nonprofits
Education
CPSquare 2004 — 2005
Bard College 1975 — 1979
BA
CoachVille
GraceJudson.com 2005 - Present
Mira Costa Community College 2009 - 2009
UC San Diego Extension 2008 - 2009
Hewlett-Packard 2004 - 2005
EMC / Document Sciences 2003 - 2004
EMC / Document Sciences 1998 - 2003
Munich Reinsurance America, Inc. 1988 - 1998
Irving Trust Company 1986 - 1988
Chase 1984 - 1986
Leon Chusid Associates, 1982 - 1984
Skills
Writing, Editing, Core message clarity, Marketing communications, Communications Strategy, Strategic Planning, Coaching, Public Speaking, Problem Solving, Teaching, Marketing Communications, Messaging, Program Management, Training, Staff Development, Analysis, Publishing, Entrepreneurship, Newsletters, Leadership Development, Project Management, Strategic Communications, Leadership, Customer Service, Organizational..., Time Management, Team Building, Social Media, Change Management, Social Networking, Strategy, Personal Development, Public Relations, Management Consulting, Small Business, Emotional Intelligence, Executive Development, Nonprofits
Education
CPSquare 2004 — 2005
Bard College 1975 — 1979
BA
CoachVille
Stephen Melidones Stephen Melidones's Irving Trust Company Experience April 1983 - August 1984
Job SVP at KeyBank Real Estate Capital
Industry Banking
Experience
KeyBank Real Estate Capital February 2003 - Present
HypoVereinsbank AG December 1994 - December 2001
The Chase Manhattan Bank, NA May 1991 - November 1994
The Chase Manhattan Bank, NA April 1985 - April 1991
Irving Trust Company April 1983 - August 1984
Skills
Asset Managment, Real Estate Economics, CMBS, Finance, Capital Markets, Credit, Commercial Lending, Financial Analysis, Credit Analysis, Commercial Mortgages, Loans, Auditing, Portfolio Management, Due Diligence, Valuation, Loan Origination, Financial Structuring, Underwriting, Structured Finance, Asset Management, Real Estate Financing
Education
City University of New York-Baruch College - Zicklin School of Business 1987 — 1990
MBA, Finance
Fordham University - College of Business Administration 1979 — 1983
Bachelor of Science, Finance
KeyBank Real Estate Capital February 2003 - Present
HypoVereinsbank AG December 1994 - December 2001
The Chase Manhattan Bank, NA May 1991 - November 1994
The Chase Manhattan Bank, NA April 1985 - April 1991
Irving Trust Company April 1983 - August 1984
Skills
Asset Managment, Real Estate Economics, CMBS, Finance, Capital Markets, Credit, Commercial Lending, Financial Analysis, Credit Analysis, Commercial Mortgages, Loans, Auditing, Portfolio Management, Due Diligence, Valuation, Loan Origination, Financial Structuring, Underwriting, Structured Finance, Asset Management, Real Estate Financing
Education
City University of New York-Baruch College - Zicklin School of Business 1987 — 1990
MBA, Finance
Fordham University - College of Business Administration 1979 — 1983
Bachelor of Science, Finance
Terence M. McCormick Terence M. McCormick's Irving Trust Company Experience September 1985 - June 1993
Job at Bloomberg
Industry Investment Management
Experience
Bloomberg LP Account RepBloombergNovember 2009 - Present
BlackRock October 2008 - April 2009
BNY Mellon Asset Mgmt 1995 - April 2008
BNY Mellon 1995 - 2008
The Bank of New York 1994 - 1995
The Bank of New York June 1993 - September 1994
Irving Trust Company September 1985 - June 1993
Skills
Corporate Finance, Financial Markets, Investments, Portfolio Management, Asset Allocation, Fixed Income, Asset Managment, Strategy, Asset Management, Risk Management, Management, Financial Services, Hedge Funds, Derivatives, Bloomberg, Equities, Investment Management, Capital Markets, CRM, Relationship Management, Analysis, Mutual Funds, Alternative Investments, Finance, FX Options, Securities, Bonds, Trading Systems, Trading, Electronic Trading
Education
State University of New York at Stony Brook 2009 — 2009
Fordham University - Graduate School of Business Administration 1991 — 1994
Master of Business Administration (MBA), Finance
Southern Connecticut State University 1980 — 1984
B.S., Economics
St. Anthony's High School 1974 — 1978
Brentwood
Bloomberg LP Account RepBloombergNovember 2009 - Present
BlackRock October 2008 - April 2009
BNY Mellon Asset Mgmt 1995 - April 2008
BNY Mellon 1995 - 2008
The Bank of New York 1994 - 1995
The Bank of New York June 1993 - September 1994
Irving Trust Company September 1985 - June 1993
Skills
Corporate Finance, Financial Markets, Investments, Portfolio Management, Asset Allocation, Fixed Income, Asset Managment, Strategy, Asset Management, Risk Management, Management, Financial Services, Hedge Funds, Derivatives, Bloomberg, Equities, Investment Management, Capital Markets, CRM, Relationship Management, Analysis, Mutual Funds, Alternative Investments, Finance, FX Options, Securities, Bonds, Trading Systems, Trading, Electronic Trading
Education
State University of New York at Stony Brook 2009 — 2009
Fordham University - Graduate School of Business Administration 1991 — 1994
Master of Business Administration (MBA), Finance
Southern Connecticut State University 1980 — 1984
B.S., Economics
St. Anthony's High School 1974 — 1978
Brentwood
Elizabeth Helgeson Elizabeth Helgeson's Irving Trust Company Experience October 1985 - August 1995
Job Vice President IT Accounts Payable at BNY Mellon
Industry Accounting
Experience
BNY Mellon February 2013 - March 2013
BNY Mellon October 2007 - March 2012
BNY Mellon July 2001 - September 2007
The Bank of New York September 1995 - June 2001
Irving Trust Company October 1985 - August 1995
Skills
Accounts Payable, Inventory Management, Financial Analysis, Financial Reporting, Acquisition Tracking, Managing Others, Systems Integration, knowledge of..., Manage superior..., Problem Solving, Decision Making Ability, Purchase Order..., Management, Mergers, Accounting, Budgets, Integration, Finance, Risk Management, Vendor Management, Business Analysis, Mergers & Acquisitions, Change Management, Alternative Investments, Business Process..., General Ledger, Internal Controls, Portfolio Management, PeopleSoft, Executive Management, Investments, Corporate Finance, Project Management, Program Management, Financial Services, Process Improvement, Financial Modeling
Education
Pace University - Lubin School of Business 1988 — 1991
Bachelor of Business Administration (B.B.A.)
BNY Mellon February 2013 - March 2013
BNY Mellon October 2007 - March 2012
BNY Mellon July 2001 - September 2007
The Bank of New York September 1995 - June 2001
Irving Trust Company October 1985 - August 1995
Skills
Accounts Payable, Inventory Management, Financial Analysis, Financial Reporting, Acquisition Tracking, Managing Others, Systems Integration, knowledge of..., Manage superior..., Problem Solving, Decision Making Ability, Purchase Order..., Management, Mergers, Accounting, Budgets, Integration, Finance, Risk Management, Vendor Management, Business Analysis, Mergers & Acquisitions, Change Management, Alternative Investments, Business Process..., General Ledger, Internal Controls, Portfolio Management, PeopleSoft, Executive Management, Investments, Corporate Finance, Project Management, Program Management, Financial Services, Process Improvement, Financial Modeling
Education
Pace University - Lubin School of Business 1988 — 1991
Bachelor of Business Administration (B.B.A.)
Leslie Bradford's Irving Trust Company Experience 1977 - 1985
Job Former Managing Director and Senior Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2011 - January 2013
Morgan Stanley 1985 - 2008
Irving Trust Company 1977 - 1985
Skills
Credit Risk, Investment Banking, Financial Statement..., Strategic Financial..., Alternative Investments, Capital Markets, Credit, Private Equity, Corporate Finance, Risk Management, Hedge Funds, Investments, Commercial Banking, Management, Equities, Fixed Income, Asset Management, Valuation, Strategic Planning, Derivatives, Alumni Relations, Portfolio Management, Asset Managment
Education
Dartmouth College 1973 — 1977
AB, Religion
New York University Graduate School of Business Administration 1980 — 1984
MBA, finance
Morgan Stanley January 2011 - January 2013
Morgan Stanley 1985 - 2008
Irving Trust Company 1977 - 1985
Skills
Credit Risk, Investment Banking, Financial Statement..., Strategic Financial..., Alternative Investments, Capital Markets, Credit, Private Equity, Corporate Finance, Risk Management, Hedge Funds, Investments, Commercial Banking, Management, Equities, Fixed Income, Asset Management, Valuation, Strategic Planning, Derivatives, Alumni Relations, Portfolio Management, Asset Managment
Education
Dartmouth College 1973 — 1977
AB, Religion
New York University Graduate School of Business Administration 1980 — 1984
MBA, finance
idee simon idee simon's Irving Trust Company Experience December 1981 - August 1987
Job jewelry designer
Industry Arts and Crafts
Experience
idesigns 2000 - Present
Bank of New York April 1990 - June 1994
Irving Trust Company December 1981 - August 1987
Education
Columbia University in the City of New York 1979 — 1981
master of arts, organizational psychoogy
Rutgers University Mason Gross School of Fine Arts 1973 — 1975
BA, Fine Arts ....Painting and Sculpture
idesigns 2000 - Present
Bank of New York April 1990 - June 1994
Irving Trust Company December 1981 - August 1987
Education
Columbia University in the City of New York 1979 — 1981
master of arts, organizational psychoogy
Rutgers University Mason Gross School of Fine Arts 1973 — 1975
BA, Fine Arts ....Painting and Sculpture
William Schlosser William Schlosser's Irving Trust Company Experience 1975 - 1985
Job CFO at Jackson Lewis LLP
Industry Law Practice
Experience
Jackson Lewis P.C. November 1986 - January 2015
Irving Trust Company 1975 - 1985
Merrill Lynch 1971 - 1974
US Army 1968 - 1971
Skills
Microsoft Office, Management, Strategic Planning, Customer Service, Negotiation, Leadership, Profit Maximization, Law Firm Administration, Financial Analysis
Education
New York University 1975 — 1977
Advanced Professional Certificate in Accounting, Accounting
Adelphi University 1974 — 1975
Master of Business Administration (M.B.A.), Finance, General, 3.9
Syracuse University 1964 — 1968
Bachelor's Degree, Bachelor of Arts
Jackson Lewis P.C. November 1986 - January 2015
Irving Trust Company 1975 - 1985
Merrill Lynch 1971 - 1974
US Army 1968 - 1971
Skills
Microsoft Office, Management, Strategic Planning, Customer Service, Negotiation, Leadership, Profit Maximization, Law Firm Administration, Financial Analysis
Education
New York University 1975 — 1977
Advanced Professional Certificate in Accounting, Accounting
Adelphi University 1974 — 1975
Master of Business Administration (M.B.A.), Finance, General, 3.9
Syracuse University 1964 — 1968
Bachelor's Degree, Bachelor of Arts
Pamela H. Hobson, CAMS, CCRP, CFCS's Irving Trust Company Experience 1980 - 1985
Job Compliance Control Officer
Industry Financial Services
Experience
LBBW, New York 2012 - Present
PHH Consulting, LLC May 2012 - February 2014
Rabobank March 1993 - April 2012
The Museum of Modern Art 1993 - 1993
Dollar Dry Dock 1985 - 1992
Irving Trust Company 1980 - 1985
Skills
Business Management, Oral & Written..., Banking, Human Resources, Operations Control, Vendor Management, Project Management, Risk Management, HR Policies, Change Management, Process Improvement, Compliance, Payments, Operations Management, Coaching, Microsoft Office, Business Analysis, Team Building, Communication Skills, Financial Risk, Management, Commercial Banking, Employee Benefits, Employee Relations, Team Management, Personnel Management, Start-ups, Sourcing, Executive Management, Budgets, Operational Risk..., Financial Services, Finance
Education
Pace University - Lubin School of Business
Certified Compliance and Regulatory Professional, Compliance Risk Management
Fordham University
BA, Economics
Academy of Mt. St. Ursula
Our Lady of Mercy
LBBW, New York 2012 - Present
PHH Consulting, LLC May 2012 - February 2014
Rabobank March 1993 - April 2012
The Museum of Modern Art 1993 - 1993
Dollar Dry Dock 1985 - 1992
Irving Trust Company 1980 - 1985
Skills
Business Management, Oral & Written..., Banking, Human Resources, Operations Control, Vendor Management, Project Management, Risk Management, HR Policies, Change Management, Process Improvement, Compliance, Payments, Operations Management, Coaching, Microsoft Office, Business Analysis, Team Building, Communication Skills, Financial Risk, Management, Commercial Banking, Employee Benefits, Employee Relations, Team Management, Personnel Management, Start-ups, Sourcing, Executive Management, Budgets, Operational Risk..., Financial Services, Finance
Education
Pace University - Lubin School of Business
Certified Compliance and Regulatory Professional, Compliance Risk Management
Fordham University
BA, Economics
Academy of Mt. St. Ursula
Our Lady of Mercy
Jane Klemmer (Kurz) Jane Klemmer (Kurz)'s Irving Trust Company Experience July 1983 - September 1987
Job Founder, Klemmer Educational Consulting, LLC
Industry Education Management
Experience
Klemmer Educational Consulting, LLC January 2008 - Present
MBIA Insurance Corporation 1998 - 2007
MBIA 1994 - 2007
CapMAC 1994 - 1998
The Bank of New York 1987 - 1994
Irving Trust Company July 1983 - September 1987
Skills
Risk Management, Structured Finance
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Finance
Wesleyan University 1973 — 1977
BA, Music
White Plains High School 1970 — 1973
Klemmer Educational Consulting, LLC January 2008 - Present
MBIA Insurance Corporation 1998 - 2007
MBIA 1994 - 2007
CapMAC 1994 - 1998
The Bank of New York 1987 - 1994
Irving Trust Company July 1983 - September 1987
Skills
Risk Management, Structured Finance
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Finance
Wesleyan University 1973 — 1977
BA, Music
White Plains High School 1970 — 1973
Robert Dowling Robert Dowling's Irving Trust Company Experience 1981 - 1989
Job Executive Director at Community Home Trust
Industry Nonprofit Organization Management
Experience
Community Home Trust November 1997 - Present
Hayti Development Corporation March 1995 - November 1997
Citibank March 1991 - September 1994
Irving Trust Company 1981 - 1989
Skills
Non-profits, Leadership, Policy Analysis, Management, Media Relations, Research, Government, Policy, Program Development, Nonprofits, Grants, Politics, Affordable Housing, Marketing, Proposal Writing, Sustainability, Community Outreach, Public Speaking, Fundraising
Education
New York University - Leonard N. Stern School of Business 1981 — 1986
MBA, Finance
Hofstra University 1972 — 1976
BA, Liberal Arts
Community Home Trust November 1997 - Present
Hayti Development Corporation March 1995 - November 1997
Citibank March 1991 - September 1994
Irving Trust Company 1981 - 1989
Skills
Non-profits, Leadership, Policy Analysis, Management, Media Relations, Research, Government, Policy, Program Development, Nonprofits, Grants, Politics, Affordable Housing, Marketing, Proposal Writing, Sustainability, Community Outreach, Public Speaking, Fundraising
Education
New York University - Leonard N. Stern School of Business 1981 — 1986
MBA, Finance
Hofstra University 1972 — 1976
BA, Liberal Arts
Dr. Thomas Healy Dr. Thomas Healy's Irving Trust Company Experience 1970 - 1977
Job CEO, Level 1 Loans
Industry Financial Services
Experience
Level 1 Loans December 2006 - Present
The Sextant Group April 1987 - Present
Hanover Trade 2000 - 2006
Bayview Financial 2000 - 2001
Countrywide Securities Corporation 1999 - 2000
Corestates Capital Markets 1990 - 1999
Reserve Financial Management 1987 - 1990
The Kislak Company, Inc. 1983 - 1987
The Chase Manhattan Bank 1977 - 1983
Irving Trust Company 1970 - 1977
Skills
Mortgage Banking, Mortgage Lending, Loans, Banking, Risk Management, Financial Risk, Residential Mortgages, Portfolio Management, Investments, Finance, Due Diligence, Structured Finance, Valuation, Mergers & Acquisitions, Business Strategy, Mergers, Strategy, Strategic Planning, Investment Banking, Financial Analysis, Accounting, Budgets, Business Planning, Cash Management, Financial Services, Analysis, Securities, Funding
Education
Nova Southeastern University 1995 — 2002
Doctorate, Business Administration
Nova Southeastern University 1994 — 2002
•Masters in Business Administration, Specialized in Banking
Saint Peter's University 1970 — 1970
•BS Cum Laude, Math, Economics
Georgetown University 1965 — 1968
Level 1 Loans December 2006 - Present
The Sextant Group April 1987 - Present
Hanover Trade 2000 - 2006
Bayview Financial 2000 - 2001
Countrywide Securities Corporation 1999 - 2000
Corestates Capital Markets 1990 - 1999
Reserve Financial Management 1987 - 1990
The Kislak Company, Inc. 1983 - 1987
The Chase Manhattan Bank 1977 - 1983
Irving Trust Company 1970 - 1977
Skills
Mortgage Banking, Mortgage Lending, Loans, Banking, Risk Management, Financial Risk, Residential Mortgages, Portfolio Management, Investments, Finance, Due Diligence, Structured Finance, Valuation, Mergers & Acquisitions, Business Strategy, Mergers, Strategy, Strategic Planning, Investment Banking, Financial Analysis, Accounting, Budgets, Business Planning, Cash Management, Financial Services, Analysis, Securities, Funding
Education
Nova Southeastern University 1995 — 2002
Doctorate, Business Administration
Nova Southeastern University 1994 — 2002
•Masters in Business Administration, Specialized in Banking
Saint Peter's University 1970 — 1970
•BS Cum Laude, Math, Economics
Georgetown University 1965 — 1968
Alan R. Henning, CFA Alan R. Henning, CFA's Irving Trust Company Experience October 1986 - November 1988
Job Principal, Madison Wealth Management
Industry Investment Management
Experience
Madison Wealth Management September 2004 - Present
The Provident Bank June 1994 - June 2004
Creditanstalt-Bankverein November 1988 - June 1994
Irving Trust Company October 1986 - November 1988
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1984 — 1986
M.A., International Economics, International Relations
University of Nebraska-Lincoln 1979 — 1983
B.A., Economics
Lincoln High School 1976 — 1979
Madison Wealth Management September 2004 - Present
The Provident Bank June 1994 - June 2004
Creditanstalt-Bankverein November 1988 - June 1994
Irving Trust Company October 1986 - November 1988
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1984 — 1986
M.A., International Economics, International Relations
University of Nebraska-Lincoln 1979 — 1983
B.A., Economics
Lincoln High School 1976 — 1979
Csaba Spottle Csaba Spottle's Irving Trust Company Experience August 1980 - September 1981
Job CEO & Founder at Black Eagle International LLC
Industry Commercial Real Estate
Experience
Black Eagle International LLC June 2011 - Present
Pramerica Real Estate Investors September 2003 - February 2008
Team Associates, LLC (a GE Power Services Co.) July 2001 - September 2002
Western Equities, Inc./Telecom Group January 2000 - June 2001
Real Estate Consultant & Int'l Project Finance January 1999 - January 2000
Grubb & Ellis New York November 1993 - December 1998
Financial Services Volunteer Corps April 1993 - May 1993
Stone & Webster Engineering Corporation January 1991 - August 1992
Real Estate Broker/Private Investor September 1981 - January 1991
Irving Trust Company August 1980 - September 1981
Skills
Investment Properties, Business Strategy, Project Management, Project Planning, Real Estate, Entrepreneurship, Start-ups, Investments, Asset Managment, Asset Management, Financial Analysis, Management Consulting, Marketing Strategy, Business Development, Marketing, Retail, New Business Development, Strategy, Mergers, Sales, Business Planning, Due Diligence, Portfolio Management, Market Analysis, Negotiation, Management, Analysis, Mergers & Acquisitions, Private Equity, Commercial Real Estate, Real Estate Transactions, Budgets, Finance, Banking, Due diligence
Education
New York University - Leonard N. Stern School of Business 1977 — 1979
MBA, International Business/Management, 3.6 GPA
Syracuse University
Bachelor of Science (B.S.) Honors, Contracting & Construction Management, 3.4 GPA
Black Eagle International LLC June 2011 - Present
Pramerica Real Estate Investors September 2003 - February 2008
Team Associates, LLC (a GE Power Services Co.) July 2001 - September 2002
Western Equities, Inc./Telecom Group January 2000 - June 2001
Real Estate Consultant & Int'l Project Finance January 1999 - January 2000
Grubb & Ellis New York November 1993 - December 1998
Financial Services Volunteer Corps April 1993 - May 1993
Stone & Webster Engineering Corporation January 1991 - August 1992
Real Estate Broker/Private Investor September 1981 - January 1991
Irving Trust Company August 1980 - September 1981
Skills
Investment Properties, Business Strategy, Project Management, Project Planning, Real Estate, Entrepreneurship, Start-ups, Investments, Asset Managment, Asset Management, Financial Analysis, Management Consulting, Marketing Strategy, Business Development, Marketing, Retail, New Business Development, Strategy, Mergers, Sales, Business Planning, Due Diligence, Portfolio Management, Market Analysis, Negotiation, Management, Analysis, Mergers & Acquisitions, Private Equity, Commercial Real Estate, Real Estate Transactions, Budgets, Finance, Banking, Due diligence
Education
New York University - Leonard N. Stern School of Business 1977 — 1979
MBA, International Business/Management, 3.6 GPA
Syracuse University
Bachelor of Science (B.S.) Honors, Contracting & Construction Management, 3.4 GPA
Felicia Goldring Felicia Goldring's Irving Trust Company Experience 1978 - 1980
Job Senior Vice President at Citigroup
Industry Financial Services
Experience
Citigroup February 2009 - Present
Lehman Brothers July 2001 - February 2009
Deloitte & Touche April 2000 - July 2001
Interactive Data June 1981 - March 2000
Irving Trust Company 1978 - 1980
Irving Trust Company 1978 - 1980
Education
Boston University 1980 — 1984
MBA, General Business Management
Baruch College, City University of New York (CUNY) 1974 — 1978
BBA, computer methodology
Citigroup February 2009 - Present
Lehman Brothers July 2001 - February 2009
Deloitte & Touche April 2000 - July 2001
Interactive Data June 1981 - March 2000
Irving Trust Company 1978 - 1980
Irving Trust Company 1978 - 1980
Education
Boston University 1980 — 1984
MBA, General Business Management
Baruch College, City University of New York (CUNY) 1974 — 1978
BBA, computer methodology
Joe Fineo Joe Fineo's Irving Trust Company Experience July 1964 - June 1968
Job Retired Car Rental Executive
Industry Leisure, Travel & Tourism
Experience
Retired March 2009 - Present
Avis Budget Group October 1988 - March 2009
Avis Rent a Car December 1974 - February 1988
American Airlines June 1968 - November 1974
United States Marine Corps September 1965 - August 1971
Irving Trust Company July 1964 - June 1968
Skills
Customer Service, Car Rental, Administration, Operations Management, Budgeting, Credit, Tourism, Negotiation, Contract Negotiation, Process Improvement, People Management, System Administration, Budgets, Account Management, Strategic Planning, Change Management, Leadership, Business Strategy, New Business Development, Vendor Management, Strategy, Start-ups, Management, Team Leadership, Business Development, Accounts Payable, Pricing, Program Management, Cross-functional Team..., Forecasting, Accounts Receivable, Team Building, Business Planning, Income Statement, P&L Management, Mergers & Acquisitions, Executive Management, Analysis, Sales Operations, Business Process..., Coaching, Outsourcing, Financial Analysis, Customer Satisfaction, Training, CRM, Sales Process, Sales, Profit, Business Travel
Education
Pace University - Lubin School of Business 1965 — 1969
BBA, Accounting
Saint John's University 1962 — 1964
Physics and Mathematics
Retired March 2009 - Present
Avis Budget Group October 1988 - March 2009
Avis Rent a Car December 1974 - February 1988
American Airlines June 1968 - November 1974
United States Marine Corps September 1965 - August 1971
Irving Trust Company July 1964 - June 1968
Skills
Customer Service, Car Rental, Administration, Operations Management, Budgeting, Credit, Tourism, Negotiation, Contract Negotiation, Process Improvement, People Management, System Administration, Budgets, Account Management, Strategic Planning, Change Management, Leadership, Business Strategy, New Business Development, Vendor Management, Strategy, Start-ups, Management, Team Leadership, Business Development, Accounts Payable, Pricing, Program Management, Cross-functional Team..., Forecasting, Accounts Receivable, Team Building, Business Planning, Income Statement, P&L Management, Mergers & Acquisitions, Executive Management, Analysis, Sales Operations, Business Process..., Coaching, Outsourcing, Financial Analysis, Customer Satisfaction, Training, CRM, Sales Process, Sales, Profit, Business Travel
Education
Pace University - Lubin School of Business 1965 — 1969
BBA, Accounting
Saint John's University 1962 — 1964
Physics and Mathematics
Gregory Raue Gregory Raue's Irving Trust Company Experience 1985 - 1989
Job Financial, Investment Adviser and Registered Representative at LEXCO Wealth Management
Industry Financial Services
Experience
LEXCO Wealth Management April 2013 - Present
Fox Lane Sports Boosters Club Inc. March 2009 - Present
Strategies For Wealth July 2012 - October 2012
UBS Investment Bk December 2005 - December 2007
UBS Investment Bk September 2003 - December 2005
UBS Investment Bk June 1998 - September 2003
Union Bank of Switzerland December 1996 - June 2000
Credit Lyonnais, New York, NY September 1991 - December 1996
Marine Midland Bank/HongKong Bank 1989 - 1991
Irving Trust Company 1985 - 1989
Skills
Personal Financial..., Wealth Management, Insurnance "repair", Portfolio Management, Equities, Fixed Income, Credit Risk, Capital Markets, Banking, Derivatives, Investments, Structured Finance, Investment Banking, Risk Management, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1983 — 1984
MBA, Finance
Lake Forest College 1974 — 1978
BA, Economics
The Hotchkiss School 1971 — 1974
Riverdale Country Day School 1967 — 1971
LEXCO Wealth Management April 2013 - Present
Fox Lane Sports Boosters Club Inc. March 2009 - Present
Strategies For Wealth July 2012 - October 2012
UBS Investment Bk December 2005 - December 2007
UBS Investment Bk September 2003 - December 2005
UBS Investment Bk June 1998 - September 2003
Union Bank of Switzerland December 1996 - June 2000
Credit Lyonnais, New York, NY September 1991 - December 1996
Marine Midland Bank/HongKong Bank 1989 - 1991
Irving Trust Company 1985 - 1989
Skills
Personal Financial..., Wealth Management, Insurnance "repair", Portfolio Management, Equities, Fixed Income, Credit Risk, Capital Markets, Banking, Derivatives, Investments, Structured Finance, Investment Banking, Risk Management, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1983 — 1984
MBA, Finance
Lake Forest College 1974 — 1978
BA, Economics
The Hotchkiss School 1971 — 1974
Riverdale Country Day School 1967 — 1971
Robert A. Tweed Robert A. Tweed's Irving Trust Company Experience 1989 - 1990
Job Managing Director, US Rates Sales at BNY Mellon
Industry Capital Markets
Experience
BNY Mellon May 2000 - Present
BNY Mellon 1990 - May 2000
Irving Trust Company 1989 - 1990
Irving Trust Company 1987 - 1988
Irving Trust Company February 1986 - 1987
Fleet Commercial Finance May 1985 - February 1986
Grant Thornton LLP December 1983 - May 1985
Skills
Capital Markets, Fixed Income, Hedge Funds, Securities, Financial Markets, Derivatives, FX Options, Interest Rate..., Corporate Finance, Asset-backed..., Interest Rate Swaps, Interest Rate Hedging, Interest Rate Risk..., US Treasuries, Secured Financing, Securitization, Due Diligence, Credit Risk, General Securities..., Dodd-Frank, Dodd Frank compliance, Electronic Trading..., Bloomberg, TradeWeb, Closed-end Funds, Public Sector Accounting, Private Equity, Agency MBS, Structured Finance, CMBS, Equities
Education
Southern New Hampshire University
Bachelor's Degree, Accounting
Central Catholic High School, Lawrence, MA
BNY Mellon May 2000 - Present
BNY Mellon 1990 - May 2000
Irving Trust Company 1989 - 1990
Irving Trust Company 1987 - 1988
Irving Trust Company February 1986 - 1987
Fleet Commercial Finance May 1985 - February 1986
Grant Thornton LLP December 1983 - May 1985
Skills
Capital Markets, Fixed Income, Hedge Funds, Securities, Financial Markets, Derivatives, FX Options, Interest Rate..., Corporate Finance, Asset-backed..., Interest Rate Swaps, Interest Rate Hedging, Interest Rate Risk..., US Treasuries, Secured Financing, Securitization, Due Diligence, Credit Risk, General Securities..., Dodd-Frank, Dodd Frank compliance, Electronic Trading..., Bloomberg, TradeWeb, Closed-end Funds, Public Sector Accounting, Private Equity, Agency MBS, Structured Finance, CMBS, Equities
Education
Southern New Hampshire University
Bachelor's Degree, Accounting
Central Catholic High School, Lawrence, MA
Michael Aliberto's Irving Trust Company Experience 1977 - 1985
Job Senior Vice President Risk Management
Industry Banking
Experience
CIT April 2006 - Present
CIT September 2010 - September 2011
LaSalle Business Credit, Inc 1999 - 2005
Mellon Bank 1993 - 1999
Irving Trust Company 1977 - 1985
Skills
Asset Based Lending, Loans, Commercial Lending, Credit Analysis, Middle Market, Credit, Structured Finance, Leveraged Finance, Financial Structuring, Commercial Finance, Portfolio Management, Credit Risk, Commercial Mortgages, Workout, Commercial Banking, Factoring, Debt Restructuring, Restructuring, Corporate Finance, Cash Flow Lending, Valuation, Risk Management, Mergers & Acquisitions, Finance, Due Diligence, Funding, Financial Analysis, Private Equity, Small Business Lending, Loan Origination, Investment Banking, Asset Management, Cash Management, Underwriting, Cash Flow, Financial Services, Syndications, Securitization, Recapitalizations, Working Capital..., Financial Modeling, Banking, Financial Risk, Capital Markets, Treasury Management, Executive Management, LBO, Lines Of Credit, Commercial Credit, Credit Review
Education
Iona College 1971 — 1975
BBA, Accounting
Iona College 1971 — 1975
BBA, Accounting and Finance
CIT April 2006 - Present
CIT September 2010 - September 2011
LaSalle Business Credit, Inc 1999 - 2005
Mellon Bank 1993 - 1999
Irving Trust Company 1977 - 1985
Skills
Asset Based Lending, Loans, Commercial Lending, Credit Analysis, Middle Market, Credit, Structured Finance, Leveraged Finance, Financial Structuring, Commercial Finance, Portfolio Management, Credit Risk, Commercial Mortgages, Workout, Commercial Banking, Factoring, Debt Restructuring, Restructuring, Corporate Finance, Cash Flow Lending, Valuation, Risk Management, Mergers & Acquisitions, Finance, Due Diligence, Funding, Financial Analysis, Private Equity, Small Business Lending, Loan Origination, Investment Banking, Asset Management, Cash Management, Underwriting, Cash Flow, Financial Services, Syndications, Securitization, Recapitalizations, Working Capital..., Financial Modeling, Banking, Financial Risk, Capital Markets, Treasury Management, Executive Management, LBO, Lines Of Credit, Commercial Credit, Credit Review
Education
Iona College 1971 — 1975
BBA, Accounting
Iona College 1971 — 1975
BBA, Accounting and Finance
Margaret Keene Margaret Keene's Irving Trust Company Experience March 1975 - January 1982
Job President at Margaret Keene & Co., Inc.
Industry Financial Services
Experience
Margaret Keene & Co., Inc. January 1982 - Present
Irving Trust Company March 1975 - January 1982
Skills
Written & Oral..., Public Speaking, Expert Witness, Teaching, English, Research, Strategic Planning, Outlook, Budgets, Customer Service, Banking, Leadership, Marketing Strategy, Negotiation, Analysis, Finance, Investments, Program Management, Strategy, Due Diligence
Education
NYU Stern School of Business 1973 — 1975
MBA
University of Michigan
Bachelor's degree
Margaret Keene & Co., Inc. January 1982 - Present
Irving Trust Company March 1975 - January 1982
Skills
Written & Oral..., Public Speaking, Expert Witness, Teaching, English, Research, Strategic Planning, Outlook, Budgets, Customer Service, Banking, Leadership, Marketing Strategy, Negotiation, Analysis, Finance, Investments, Program Management, Strategy, Due Diligence
Education
NYU Stern School of Business 1973 — 1975
MBA
University of Michigan
Bachelor's degree
Jim Friedlander Jim Friedlander's Irving Trust Company Experience 1982 - 1985
Job Owner, Academic Arrangements Abroad
Industry Hospitality
Experience
Academic Arrangements Abroad April 1999 - Present
Alvarez & Marsal 1997 - April 1999
Zolfo Cooper 1992 - 1996
Deloitte & Touche 1987 - 1992
Irving Trust Company 1982 - 1985
Education
Columbia University - Columbia Business School 1985 — 1987
MBA
Wesleyan University 1978 — 1982
BA
Phillips Exeter Academy 1976 — 1978
Horace Greeley High School 1974 — 1976
Academic Arrangements Abroad April 1999 - Present
Alvarez & Marsal 1997 - April 1999
Zolfo Cooper 1992 - 1996
Deloitte & Touche 1987 - 1992
Irving Trust Company 1982 - 1985
Education
Columbia University - Columbia Business School 1985 — 1987
MBA
Wesleyan University 1978 — 1982
BA
Phillips Exeter Academy 1976 — 1978
Horace Greeley High School 1974 — 1976
Jeff Stephanoff Jeff Stephanoff's Irving Trust Company Experience January 1986 - January 1988
Job Vice President, Business and Mortgage Lending at Black Hills Federal Credit Union
Industry Financial Services
Experience
Black Hills Federal Credit Union November 2012 - Present
JDS Consulting 2008 - November 2012
Bank of America, Inc. 2007 - 2008
NovaStar Financial, Inc. 2005 - 2006
Countrywide Financial, Inc. 2003 - 2005
American Mortgage Services, LP 2000 - 2003
GE Capital, Inc. 1998 - 2000
BNY Mellon January 1991 - January 1998
BNY Mellon January 1988 - January 1991
Irving Trust Company January 1986 - January 1988
Skills
Credit Risk, Project Management, Six Sigma, Policy, Quality Control, Pricing Analysis, Mortgage Lending, Production Managment, Mortgage Banking, Loss Mitigation, Loans, Banking, Risk Management, Executive Search, Talent Acquisition, Underwriting Management, Secondary Marketing..., Leadership, Process Improvement, Loan Servicing, Loan Origination, Credit Analysis, Management, Business Development, Credit
Education
University of Utah 1975 — 1980
Post Graduate Certificate, International Relations
University of Utah 1975 — 1980
Bachelor of Science, Economics
University of Utah 1975 — 1980
Bachelor of Science, Political Science
State University of New York College at Potsdam 1974 — 1975
Chittenango High School
Chittenango High School
Chittenango High School
Chittenango High School
Black Hills Federal Credit Union November 2012 - Present
JDS Consulting 2008 - November 2012
Bank of America, Inc. 2007 - 2008
NovaStar Financial, Inc. 2005 - 2006
Countrywide Financial, Inc. 2003 - 2005
American Mortgage Services, LP 2000 - 2003
GE Capital, Inc. 1998 - 2000
BNY Mellon January 1991 - January 1998
BNY Mellon January 1988 - January 1991
Irving Trust Company January 1986 - January 1988
Skills
Credit Risk, Project Management, Six Sigma, Policy, Quality Control, Pricing Analysis, Mortgage Lending, Production Managment, Mortgage Banking, Loss Mitigation, Loans, Banking, Risk Management, Executive Search, Talent Acquisition, Underwriting Management, Secondary Marketing..., Leadership, Process Improvement, Loan Servicing, Loan Origination, Credit Analysis, Management, Business Development, Credit
Education
University of Utah 1975 — 1980
Post Graduate Certificate, International Relations
University of Utah 1975 — 1980
Bachelor of Science, Economics
University of Utah 1975 — 1980
Bachelor of Science, Political Science
State University of New York College at Potsdam 1974 — 1975
Chittenango High School
Chittenango High School
Chittenango High School
Chittenango High School
Anne Dowd Moretti's Irving Trust Company Experience June 1982 - July 1987
Job Licensed Associate Real Estate Broker, Julia B. Fee Sotheby's International Realty,International Relocation,Luxury Homes
Industry Real Estate
Experience
Julia B. Fee Sotheby's International Realty January 2003 - Present
Houlihan Lawrence November 1996 - January 2003
Kidder Peabody February 1989 - July 1991
Irving Securities Inc. July 1987 - February 1989
Irving Trust Company June 1982 - July 1987
Skills
New Home Sales, Real Estate, Referrals, Negotiation, Sellers, Luxury, Residential Homes, Buyers, Real Estate Transactions, Relocation, Marketing, Single Family Homes, Sales, Investment Properties, Commercial Real Estate, Rentals, Condos, Property Management, Investors, Real Estate Development, Selling, ABR, Waterfront, Relocation Buyers, Loans, International Real..., First Time Home Buyers
Education
Columbia University - School of International and Public Affairs 1980 — 1982
MIA, International Economics, Chinese Language
Georgetown University- School of Foreign Service 1978 — 1980
BSFS, School of Foreign Service
Julia B. Fee Sotheby's International Realty January 2003 - Present
Houlihan Lawrence November 1996 - January 2003
Kidder Peabody February 1989 - July 1991
Irving Securities Inc. July 1987 - February 1989
Irving Trust Company June 1982 - July 1987
Skills
New Home Sales, Real Estate, Referrals, Negotiation, Sellers, Luxury, Residential Homes, Buyers, Real Estate Transactions, Relocation, Marketing, Single Family Homes, Sales, Investment Properties, Commercial Real Estate, Rentals, Condos, Property Management, Investors, Real Estate Development, Selling, ABR, Waterfront, Relocation Buyers, Loans, International Real..., First Time Home Buyers
Education
Columbia University - School of International and Public Affairs 1980 — 1982
MIA, International Economics, Chinese Language
Georgetown University- School of Foreign Service 1978 — 1980
BSFS, School of Foreign Service
Oleh Szczupak Oleh Szczupak's Irving Trust Company Experience September 1985 - August 1987
Job Ares Management LLC
Industry Financial Services
Experience
Ares Management LLC June 2014 - Present
Keltic Financial Services LLC September 1999 - May 2014
Keltic Financial Services LLC September 1999 - May 2014
Fleet Capital Corp April 1999 - August 1999
Sanwa Business Credit Corp March 1997 - March 1999
Sanwa Business Credit Corp August 1993 - March 1997
BankAmerica Business Credit Corp September 1987 - July 1993
Irving Trust Company September 1985 - August 1987
James Talcott Business Credit May 1981 - August 1985
Skills
Asset Based Lending, Middle Market, Financial Analysis, Credit Analysis
Education
Fairleigh Dickinson University-Metropolitan Campus 1987 — 1993
M.B.A., Finance
New York University 1977 — 1981
B.S., Economics
Archbishop Molloy HS
Ares Management LLC June 2014 - Present
Keltic Financial Services LLC September 1999 - May 2014
Keltic Financial Services LLC September 1999 - May 2014
Fleet Capital Corp April 1999 - August 1999
Sanwa Business Credit Corp March 1997 - March 1999
Sanwa Business Credit Corp August 1993 - March 1997
BankAmerica Business Credit Corp September 1987 - July 1993
Irving Trust Company September 1985 - August 1987
James Talcott Business Credit May 1981 - August 1985
Skills
Asset Based Lending, Middle Market, Financial Analysis, Credit Analysis
Education
Fairleigh Dickinson University-Metropolitan Campus 1987 — 1993
M.B.A., Finance
New York University 1977 — 1981
B.S., Economics
Archbishop Molloy HS
Brian Boardman Brian Boardman's Irving Trust Company Experience November 1981 - October 1986
Job Director of Consulting: Revenue Enhancement, Operations, Cash Mgmt, Comm'l Lending; Thought Leader; Speaker
Industry Banking
Experience
Fiserv November 2010 - Present
Automated Financial Systems, Inc. November 2006 - November 2010
Profit Insight (formerly Profit Technologies Corporation) June 2000 - November 2006
Automated Financial Systems October 1986 - June 2000
Irving Trust Company November 1981 - October 1986
Skills
Thrives in challenging..., Organizational..., Thought Leadership, Innovative Thinking, Analysis, Persuasion Skills, Negotiation, Banking, Payments, Cash Management, Credit Cards, Treasury Management, Retail Banking, Commercial Banking, Loans, Core Banking, Financial Institutions, Business Development, Change Management, Product Management, Management, CRM, Process Improvement, Project Management, Business Analysis, Finance, Sales Operations, Risk Management, Financial Analysis, Leadership, Management Consulting
Education
Miami University 1977 — 1981
BS, Business Economics
Fiserv November 2010 - Present
Automated Financial Systems, Inc. November 2006 - November 2010
Profit Insight (formerly Profit Technologies Corporation) June 2000 - November 2006
Automated Financial Systems October 1986 - June 2000
Irving Trust Company November 1981 - October 1986
Skills
Thrives in challenging..., Organizational..., Thought Leadership, Innovative Thinking, Analysis, Persuasion Skills, Negotiation, Banking, Payments, Cash Management, Credit Cards, Treasury Management, Retail Banking, Commercial Banking, Loans, Core Banking, Financial Institutions, Business Development, Change Management, Product Management, Management, CRM, Process Improvement, Project Management, Business Analysis, Finance, Sales Operations, Risk Management, Financial Analysis, Leadership, Management Consulting
Education
Miami University 1977 — 1981
BS, Business Economics
Alexander Godilo-Godlevsky's Irving Trust Company Experience 1980 - July 1986
Job Principal Software Engineer at ASG Software Solutions
Industry Computer Software
Experience
ASG Software Solutions June 2007 - Present
Mobius Management Systems, Inc. April 2000 - June 2007
Candle Corporation July 1986 - April 2000
Irving Trust Company 1980 - July 1986
Skills
Software Development, Java, C++, Windows, Solaris, Object Oriented Design, OOP, Web Services, MVS, Unix, TSO, Agile Methodologies, COBOL, ISPF, XML
Education
Fordham University 1973 — 1977
BA, Economics
ASG Software Solutions June 2007 - Present
Mobius Management Systems, Inc. April 2000 - June 2007
Candle Corporation July 1986 - April 2000
Irving Trust Company 1980 - July 1986
Skills
Software Development, Java, C++, Windows, Solaris, Object Oriented Design, OOP, Web Services, MVS, Unix, TSO, Agile Methodologies, COBOL, ISPF, XML
Education
Fordham University 1973 — 1977
BA, Economics
John F. Allen John F. Allen's Irving Trust Company Experience 1980 - 1984
Job President at John F. Allen Benefits Consulting
Industry Hospital & Health Care
Experience
John F. Allen Benefits Consulting 2006 - Present
Lutheran Medical Center 2006 - 2007
Montefiiore Medical Center 1993 - 2005
NYU Medical Center 1988 - 1992
Johnson & Higgins 1985 - 1987
Irving Trust Company 1980 - 1984
Skills
Healthcare, Employee Benefits, Insurance, HIPAA, Budgets, Human Resources, Policy, Managed Care, Nonprofits, Strategic Planning, Health Insurance, Healthcare Consulting, Management, Healthcare Management, Medicare, Healthcare Information..., Performance Management
Education
New York University - Leonard N. Stern School of Business 1963 — 1966
MBA, Banking & Finance
Hamilton College 1956 — 1960
AB, Economics
John F. Allen Benefits Consulting 2006 - Present
Lutheran Medical Center 2006 - 2007
Montefiiore Medical Center 1993 - 2005
NYU Medical Center 1988 - 1992
Johnson & Higgins 1985 - 1987
Irving Trust Company 1980 - 1984
Skills
Healthcare, Employee Benefits, Insurance, HIPAA, Budgets, Human Resources, Policy, Managed Care, Nonprofits, Strategic Planning, Health Insurance, Healthcare Consulting, Management, Healthcare Management, Medicare, Healthcare Information..., Performance Management
Education
New York University - Leonard N. Stern School of Business 1963 — 1966
MBA, Banking & Finance
Hamilton College 1956 — 1960
AB, Economics
David Cawrse's Irving Trust Company Experience 1981 - 1987
Job Principal, NSight Consulting LLC
Industry Information Technology and Services
Experience
N-Sight Consulting LLC 2000 - Present
Credit Lyonnais 1989 - 1999
First Union 1987 - 1989
Irving Trust Company 1981 - 1987
Skills
Microsoft SQL Server, Access, FileMaker, Project Planning, Project Management, Databases, Web Development, Accounting, Sales, Sales Management, Web Design, Business Process, CRM, Budgets
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
Haslam College of Business at the University of Tennessee 1975 — 1979
BS, Marketing, Statistics
N-Sight Consulting LLC 2000 - Present
Credit Lyonnais 1989 - 1999
First Union 1987 - 1989
Irving Trust Company 1981 - 1987
Skills
Microsoft SQL Server, Access, FileMaker, Project Planning, Project Management, Databases, Web Development, Accounting, Sales, Sales Management, Web Design, Business Process, CRM, Budgets
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
Haslam College of Business at the University of Tennessee 1975 — 1979
BS, Marketing, Statistics
Thomas McDonald Thomas McDonald's Irving Trust Company Experience June 1975 - June 1979
Job Retired Investment Management Professional
Industry Investment Management
Experience
Retired October 2015 - Present
Lord, Abbett & Co. LLC February 2008 - October 2015
Brown Brothers Harriman & Co. July 1979 - April 2007
Irving Trust Company June 1975 - June 1979
Skills
Fixed Income, Client Service, Asset Management, Series 7, Investments, Portfolio Management, Bonds, Financial Services, Asset Allocation, Asset Managment, Alternative Investments, Banking, Hedge Funds, Bloomberg, Investment Strategies, Client Services, Investment Management, Mutual Funds
Education
Harvard Business School 1973 — 1975
MBA
Yale University 1969 — 1973
BA
Taft School 1965 — 1969
Retired October 2015 - Present
Lord, Abbett & Co. LLC February 2008 - October 2015
Brown Brothers Harriman & Co. July 1979 - April 2007
Irving Trust Company June 1975 - June 1979
Skills
Fixed Income, Client Service, Asset Management, Series 7, Investments, Portfolio Management, Bonds, Financial Services, Asset Allocation, Asset Managment, Alternative Investments, Banking, Hedge Funds, Bloomberg, Investment Strategies, Client Services, Investment Management, Mutual Funds
Education
Harvard Business School 1973 — 1975
MBA
Yale University 1969 — 1973
BA
Taft School 1965 — 1969
Maria Callaghan Maria Callaghan's Irving Trust Company Experience 1981 - 1983
Job Cash Analyst
Industry Financial Services
Experience
Pall Corporation August 2010 - Present
Arrow Electronics October 2007 - January 2010
International Media Concepts (IMC) New York Times Subsidiary 2004 - 2007
International Media Concepts (IMC) New York Times Subsidiary 1995 - 2004
International Media Concepts (IMC) New York Times Subsidiary 1989 - 1995
Alexanders Department Store 1988 - 1989
Pioneer Supermarket 1983 - 1987
Irving Trust Company 1981 - 1983
J C Penney Company 1974 - 1981
Skills
Management, Budgets, Customer Service, Training, Analysis, Sarbanes-Oxley Act, Negotiation, Forecasting, Financial Reporting, Financial Analysis, Process Improvement, Accounting, Variance Analysis, Time Management, SAP, General Ledger, Accounts Payable, Internal Controls, Microsoft Excel, Finance, Account Reconciliation, Hyperion Enterprise, Accruals, Auditing
Education
Queensborough Community College
A.A.S., Business Management/Marketing
Pall Corporation August 2010 - Present
Arrow Electronics October 2007 - January 2010
International Media Concepts (IMC) New York Times Subsidiary 2004 - 2007
International Media Concepts (IMC) New York Times Subsidiary 1995 - 2004
International Media Concepts (IMC) New York Times Subsidiary 1989 - 1995
Alexanders Department Store 1988 - 1989
Pioneer Supermarket 1983 - 1987
Irving Trust Company 1981 - 1983
J C Penney Company 1974 - 1981
Skills
Management, Budgets, Customer Service, Training, Analysis, Sarbanes-Oxley Act, Negotiation, Forecasting, Financial Reporting, Financial Analysis, Process Improvement, Accounting, Variance Analysis, Time Management, SAP, General Ledger, Accounts Payable, Internal Controls, Microsoft Excel, Finance, Account Reconciliation, Hyperion Enterprise, Accruals, Auditing
Education
Queensborough Community College
A.A.S., Business Management/Marketing
Velma Jackson-Wilkins Velma Jackson-Wilkins's Irving Trust Company Experience July 1978 - May 1979
Job Retired Executive at Citi
Industry Banking
Experience
Citi Senior Vice President - Operational Risk/Compliance Manager/Financial ControllerCitiJanuary 2001 - January 2009
Citi January 1992 - January 2001
Clairol May 1979 - December 1979
Irving Trust Company July 1978 - May 1979
Skills
Financial Control, Risk Management, Expense Management, SOX, Budgeting, Compliance, Process Engineering, Strategic Planning, Process Improvement, Operational Risk, Forecasting, Team Building, Program Management, Business Process, Business Analysis, Budgets, Financial Audits, Sarbanes-Oxley Act, Financial Risk, Strategy
Education
Pace University - Lubin School of Business 1979 — 1981
MBA, Management
Alabama State University 1972 — 1975
BS, Management
Citi Senior Vice President - Operational Risk/Compliance Manager/Financial ControllerCitiJanuary 2001 - January 2009
Citi January 1992 - January 2001
Clairol May 1979 - December 1979
Irving Trust Company July 1978 - May 1979
Skills
Financial Control, Risk Management, Expense Management, SOX, Budgeting, Compliance, Process Engineering, Strategic Planning, Process Improvement, Operational Risk, Forecasting, Team Building, Program Management, Business Process, Business Analysis, Budgets, Financial Audits, Sarbanes-Oxley Act, Financial Risk, Strategy
Education
Pace University - Lubin School of Business 1979 — 1981
MBA, Management
Alabama State University 1972 — 1975
BS, Management
Bruce Drossman Bruce Drossman's Irving Trust Company Experience November 1983 - August 1987
Job Senior Vice President Government Finance at GE
Industry Financial Services
Experience
GE January 2014 - Present
Export-Import Bank of the United States November 2009 - December 2013
self-employed May 2009 - November 2009
SGCIB July 2001 - October 2008
SGCIB April 1998 - July 2001
Societe Generale September 1996 - April 1998
Societe Generale August 1987 - August 1996
Irving Trust Company November 1983 - August 1987
Irving Trust Company September 1982 - November 1983
Skills
Export Finance, Trade Finance, Structured Finance, Emerging Markets, Banking, Credit Analysis, Derivatives, Corporate Finance, Loan Origination, Trade Credit Insurance, Asset Based Lending
Education
Columbia University - School of International and Public Affairs 1980 — 1982
MIA, International Finance & Russian Studies
University at Albany, SUNY 1977 — 1980
M.A., Russian Literature
Rutgers University-New Brunswick 1973 — 1977
B.A., Soviet Area Studies
GE January 2014 - Present
Export-Import Bank of the United States November 2009 - December 2013
self-employed May 2009 - November 2009
SGCIB July 2001 - October 2008
SGCIB April 1998 - July 2001
Societe Generale September 1996 - April 1998
Societe Generale August 1987 - August 1996
Irving Trust Company November 1983 - August 1987
Irving Trust Company September 1982 - November 1983
Skills
Export Finance, Trade Finance, Structured Finance, Emerging Markets, Banking, Credit Analysis, Derivatives, Corporate Finance, Loan Origination, Trade Credit Insurance, Asset Based Lending
Education
Columbia University - School of International and Public Affairs 1980 — 1982
MIA, International Finance & Russian Studies
University at Albany, SUNY 1977 — 1980
M.A., Russian Literature
Rutgers University-New Brunswick 1973 — 1977
B.A., Soviet Area Studies
Phyllis Shabad Phyllis Shabad's Irving Trust Company Experience 1985 - 1987
Job CEO & Executive Coach/Executive Resume Writer: Breakthrough Branding for the Boardroom @ExecutiveBrandCoach.com
Industry Professional Training & Coaching
Experience
Executive Brand Coach April 1996 - Present
JPMorgan Chase 1987 - 1989
Irving Trust Company 1985 - 1987
Skills
Executive Coaching, CEO Coaching, Leadership Development, Coaching, Career Development, Writing, Resume Writing, Board Level Resumes, Training, Entrepreneurship, Leadership, Consulting, Public Speaking, Change Management, Management, Small Business, Organizational..., Program Management, Business Development, Interviews, Strategic Planning, Personal Branding, Marketing, Management Development, Team Building, Management Consulting, Social Media, Business Strategy, Performance Management, Talent Management, New Business Development, Strategic Partnerships, Workshop Facilitation, Marketing Strategy, Speech Writing, Strategy, Personal Development, Executive Management, Career Counseling, Start-ups, Business Planning
Education
Syracuse University
MS, English/Education
Ithaca College
BA, English Major/History Minor
University of London
Modern British Literature
Executive Brand Coach April 1996 - Present
JPMorgan Chase 1987 - 1989
Irving Trust Company 1985 - 1987
Skills
Executive Coaching, CEO Coaching, Leadership Development, Coaching, Career Development, Writing, Resume Writing, Board Level Resumes, Training, Entrepreneurship, Leadership, Consulting, Public Speaking, Change Management, Management, Small Business, Organizational..., Program Management, Business Development, Interviews, Strategic Planning, Personal Branding, Marketing, Management Development, Team Building, Management Consulting, Social Media, Business Strategy, Performance Management, Talent Management, New Business Development, Strategic Partnerships, Workshop Facilitation, Marketing Strategy, Speech Writing, Strategy, Personal Development, Executive Management, Career Counseling, Start-ups, Business Planning
Education
Syracuse University
MS, English/Education
Ithaca College
BA, English Major/History Minor
University of London
Modern British Literature
Jonathan Dunnemann Jonathan Dunnemann's Irving Trust Company Experience 1980 - 1982
Job
Industry Health, Wellness and Fitness
Experience
'N Good Company - An Emerging Spiritual Enterprise December 2013 - Present
Monmouth Medical Center - Southern Campus December 2012 - Present
Catholic Charities, Diocese of Trenton April 2014 - June 2014
Deutsche Bank May 1997 - April 2012
Whispering Pine Residential Heath Care May 1994 - May 1997
Irving Trust Company 1980 - 1982
Skills
Leadership, Training, Program Development, Project Management, Nonprofits, Program Management, Presentation Development, Volunteer Management, Social Media, Public Speaking, Research, Social Networking, Organizational..., Social Services, Team Building, Strategy, Public Relations, Program Evaluation
Education
Gonzaga University 2006 — 2006
Graduate School of Organization Leadership - Organizational Leadership 500 Course, Grade A
College of the Holy Cross 1973 — 1978
Bachelor of Arts (BA), Sociology
Georgian Court College
Graduate School of Education - Substance Abuse Course, Grade A
University of Phoenix
Graduate School of Information Science - Managerial Communications Course, Grade A
'N Good Company - An Emerging Spiritual Enterprise December 2013 - Present
Monmouth Medical Center - Southern Campus December 2012 - Present
Catholic Charities, Diocese of Trenton April 2014 - June 2014
Deutsche Bank May 1997 - April 2012
Whispering Pine Residential Heath Care May 1994 - May 1997
Irving Trust Company 1980 - 1982
Skills
Leadership, Training, Program Development, Project Management, Nonprofits, Program Management, Presentation Development, Volunteer Management, Social Media, Public Speaking, Research, Social Networking, Organizational..., Social Services, Team Building, Strategy, Public Relations, Program Evaluation
Education
Gonzaga University 2006 — 2006
Graduate School of Organization Leadership - Organizational Leadership 500 Course, Grade A
College of the Holy Cross 1973 — 1978
Bachelor of Arts (BA), Sociology
Georgian Court College
Graduate School of Education - Substance Abuse Course, Grade A
University of Phoenix
Graduate School of Information Science - Managerial Communications Course, Grade A
Abby Parsonnet's Irving Trust Company Experience 1986 - 1990
Job Regional President, Metro New York at Webster Bank
Industry Banking
Experience
Webster Bank August 2013 - Present
FTI Consulting April 2013 - July 2013
FTI Consulting February 2011 - April 2013
JP Morgan Chase 2008 - January 2011
JPMorgan Chase 2005 - 2008
JPMorgan Chase 2001 - 2005
Irving Trust Company 1986 - 1990
Skills
Credit Analysis, Portfolio Management, Credit, Credit Risk, Banking, Asset Based Lending, Finance, Restructuring, Loans, Leveraged Finance, Mergers & Acquisitions, Financial Analysis, Commercial Banking, Financial Structuring, Capital Markets, Corporate Finance, Due Diligence, Middle Market, CRM, Team Building, Relationship Management, Investments, Executive Management, Cash Flow, Strategy, Valuation, Treasury Management, Funding, Private Equity, Financial Modeling, Risk Management, Leadership, Securities, LBO, Management, Debt Restructuring, Business Development, Commercial Lending, Financial Risk, Cash Management, Business Valuation, Emerging Markets, Hedge Funds, Venture Capital, Corporate Development, Financial Services, Asset Management, Structured Finance, Fixed Income, Fashion
Education
Boston University - School of Management 1984 — 1986
MBA
Brandeis University 1977 — 1981
BA, Political Science
Webster Bank August 2013 - Present
FTI Consulting April 2013 - July 2013
FTI Consulting February 2011 - April 2013
JP Morgan Chase 2008 - January 2011
JPMorgan Chase 2005 - 2008
JPMorgan Chase 2001 - 2005
Irving Trust Company 1986 - 1990
Skills
Credit Analysis, Portfolio Management, Credit, Credit Risk, Banking, Asset Based Lending, Finance, Restructuring, Loans, Leveraged Finance, Mergers & Acquisitions, Financial Analysis, Commercial Banking, Financial Structuring, Capital Markets, Corporate Finance, Due Diligence, Middle Market, CRM, Team Building, Relationship Management, Investments, Executive Management, Cash Flow, Strategy, Valuation, Treasury Management, Funding, Private Equity, Financial Modeling, Risk Management, Leadership, Securities, LBO, Management, Debt Restructuring, Business Development, Commercial Lending, Financial Risk, Cash Management, Business Valuation, Emerging Markets, Hedge Funds, Venture Capital, Corporate Development, Financial Services, Asset Management, Structured Finance, Fixed Income, Fashion
Education
Boston University - School of Management 1984 — 1986
MBA
Brandeis University 1977 — 1981
BA, Political Science
Ken Holmes Ken Holmes's Irving Trust Company Experience September 1981 - August 1983
Job President at North Branch Construction, Inc.
Industry Construction
Experience
North Branch Construction, Inc. July 1989 - Present
Drexel Burnham Lambert September 1985 - April 1987
Irving Trust Company September 1981 - August 1983
Skills
Green Building, Construction Management, Construction, Renovation, LEED AP, LEED, Budgets, Contract Management, Value Engineering, Sustainability, Strategic Planning, Pre-construction, Contract Negotiation, Contractors, Project Planning, Subcontracting, Process Scheduler, Project Estimation, Design-Build, Submittals, Estimates, Change Orders, Custom Homes, CPM Scheduling, Constructability, Masonry, Project Bidding, Roofers, Drywall, Restoration, Blueprint Reading, Site Development, Residential Homes, Building Materials, Concrete, Construction Drawings, Plumbing, Land Development, Civil Engineering, Sustainable Design, Construction Safety, Feasibility Studies, Energy Conservation, Site Planning, Historic Preservation, Zoning
Education
The Tuck School of Business at Dartmouth 1983 — 1985
MBA, MBA
Dartmouth College 1977 — 1981
AB, Government & Economics
North Branch Construction, Inc. July 1989 - Present
Drexel Burnham Lambert September 1985 - April 1987
Irving Trust Company September 1981 - August 1983
Skills
Green Building, Construction Management, Construction, Renovation, LEED AP, LEED, Budgets, Contract Management, Value Engineering, Sustainability, Strategic Planning, Pre-construction, Contract Negotiation, Contractors, Project Planning, Subcontracting, Process Scheduler, Project Estimation, Design-Build, Submittals, Estimates, Change Orders, Custom Homes, CPM Scheduling, Constructability, Masonry, Project Bidding, Roofers, Drywall, Restoration, Blueprint Reading, Site Development, Residential Homes, Building Materials, Concrete, Construction Drawings, Plumbing, Land Development, Civil Engineering, Sustainable Design, Construction Safety, Feasibility Studies, Energy Conservation, Site Planning, Historic Preservation, Zoning
Education
The Tuck School of Business at Dartmouth 1983 — 1985
MBA, MBA
Dartmouth College 1977 — 1981
AB, Government & Economics
Tina L. Stark Tina L. Stark's Irving Trust Company Experience September 1975 - March 1977
Job Consultant, author, and speaker with expertise in teaching transactional law and skills
Industry Higher Education
Experience
Tina L. Stark January 2015 - Present
Fordham University School of Law January 2014 - December 2014
Boston University School of Law July 2011 - June 2012
Emory University School of Law August 2007 - June 2011
Stark Legal Education, Inc. 1993 - 2007
Chadbourne & Parke LLP October 1988 - November 1993
Barrett Smith Schapiro Simon & Armstrong July 1982 - February 1988
NY Court of Appeals - Judge Jacob D. Fuchsberg September 1980 - April 1982
Irving Trust Company September 1975 - March 1977
Skills
Transactional Skills..., Contract Drafting, Document Drafting, Teaching, Training, Education, Curriculum Design, Legal Writing, Public Speaking, Contract Negotiation, Mentoring, Negotiation, Corporate Law, Acquisitions
Education
New York University School of Law 1977 — 1980
J.D.
Brown University 1971 — 1975
A.B. - Honors in English and American Literature
Tina L. Stark January 2015 - Present
Fordham University School of Law January 2014 - December 2014
Boston University School of Law July 2011 - June 2012
Emory University School of Law August 2007 - June 2011
Stark Legal Education, Inc. 1993 - 2007
Chadbourne & Parke LLP October 1988 - November 1993
Barrett Smith Schapiro Simon & Armstrong July 1982 - February 1988
NY Court of Appeals - Judge Jacob D. Fuchsberg September 1980 - April 1982
Irving Trust Company September 1975 - March 1977
Skills
Transactional Skills..., Contract Drafting, Document Drafting, Teaching, Training, Education, Curriculum Design, Legal Writing, Public Speaking, Contract Negotiation, Mentoring, Negotiation, Corporate Law, Acquisitions
Education
New York University School of Law 1977 — 1980
J.D.
Brown University 1971 — 1975
A.B. - Honors in English and American Literature
Joe Massaro Joe Massaro's Irving Trust Company Experience November 1983 - January 1985
Job Owner at Right Choice Testing, LLC
Industry Accounting
Experience
Right Choice Testing, LLC August 2014 - Present
JM Consulting December 2011 - Present
NPF 2003 - Present
Lynne's Auto Group June 1998 - September 2009
Sansone Auto Network September 2000 - November 2004
Loman Auto Group March 1995 - June 1998
Advantage Vehicle Leasing, Inc September 1991 - March 1995
National Westminster Bank December 1989 - September 1991
Peoples Bank January 1985 - December 1989
Irving Trust Company November 1983 - January 1985
Skills
Payroll, Forecasting, General Ledger, Auditing, Automotive, Budgets, Microsoft Excel, Microsoft Word, Accounting, Strategic Planning, Team Building, Financial Analysis
Education
St. John's University, The Peter J. Tobin College of Business 1982 — 1986
MBA, Controllership-Financial Management
St. John's University, New York 1977 — 1979
B.S, Accounting
St. John's University, New York 1977 — 1979
M.B.A Accounting, Controllership
Right Choice Testing, LLC August 2014 - Present
JM Consulting December 2011 - Present
NPF 2003 - Present
Lynne's Auto Group June 1998 - September 2009
Sansone Auto Network September 2000 - November 2004
Loman Auto Group March 1995 - June 1998
Advantage Vehicle Leasing, Inc September 1991 - March 1995
National Westminster Bank December 1989 - September 1991
Peoples Bank January 1985 - December 1989
Irving Trust Company November 1983 - January 1985
Skills
Payroll, Forecasting, General Ledger, Auditing, Automotive, Budgets, Microsoft Excel, Microsoft Word, Accounting, Strategic Planning, Team Building, Financial Analysis
Education
St. John's University, The Peter J. Tobin College of Business 1982 — 1986
MBA, Controllership-Financial Management
St. John's University, New York 1977 — 1979
B.S, Accounting
St. John's University, New York 1977 — 1979
M.B.A Accounting, Controllership
Laura Minchella Laura Minchella's Irving Trust Company Experience 1981 - 1990
Job Assistant Vice President, Graphic Designer at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2009 - Present
Lehman Brothers / Marketing 2007 - 2009
Neuberger Berman 1999 - 2003
Citibank June 1997 - September 1999
Coopers & Lybrand 1994 - 1997
Irving Trust Company 1981 - 1990
Bank of New York Mellon 1979 - 1981
Education
School of Visual Arts 1990 — 1992
NA, Graphic Design
New York Institute of Technology 1988 — 1989
NA, Communications
College of Saint Elizabeth 1971 — 1975
BA, English and Art
Neuberger Berman May 2009 - Present
Lehman Brothers / Marketing 2007 - 2009
Neuberger Berman 1999 - 2003
Citibank June 1997 - September 1999
Coopers & Lybrand 1994 - 1997
Irving Trust Company 1981 - 1990
Bank of New York Mellon 1979 - 1981
Education
School of Visual Arts 1990 — 1992
NA, Graphic Design
New York Institute of Technology 1988 — 1989
NA, Communications
College of Saint Elizabeth 1971 — 1975
BA, English and Art
Ken Walker Ken Walker's Irving Trust Company Experience 1977 - 1980
Job Managing Director at NewOak Capital
Industry Capital Markets
Experience
NewOak Capital March 2015 - Present
ClearView-Associates, LLC April 2009 - Present
HealthCare Enterprises 2009 - 2011
Primus Guaranty, Ltd. July 2007 - March 2009
UHY Advisors October 2006 - July 2007
Tigers Court LLC 2002 - November 2006
JPMorgan Chase 1997 - 2002
Swiss Bank Corporation 1992 - 1997
US Trust 1980 - 1990
Irving Trust Company 1977 - 1980
Skills
Derivatives, Financial Risk, Capital Markets, Credit Risk, Risk Management, Hedge Funds, Credit Derivatives, Banking, Operational Risk, Financial Structuring, Liquidity Risk, Enterprise Risk..., Structured Finance, Basel II, Equities, Portfolio Management, Private Equity, Commodity, Corporate Finance, Due Diligence, Securities, Finance, Options, Counterparty Risk, Structured Products, Asset Management, Hedging, Operational Risk..., Market Risk, MBS, CDO, Compliance, Trading, Credit, Project Finance, Bloomberg, Financial Institutions, Securitization, Investments, Asset Managment, Financial Services, CDS, Risk, Interest Rate..., Alternative Investments
Education
Monmouth University 1979 — 1981
MBA, Finance
Wagner College 1973 — 1976
B.S., Accounting
NewOak Capital March 2015 - Present
ClearView-Associates, LLC April 2009 - Present
HealthCare Enterprises 2009 - 2011
Primus Guaranty, Ltd. July 2007 - March 2009
UHY Advisors October 2006 - July 2007
Tigers Court LLC 2002 - November 2006
JPMorgan Chase 1997 - 2002
Swiss Bank Corporation 1992 - 1997
US Trust 1980 - 1990
Irving Trust Company 1977 - 1980
Skills
Derivatives, Financial Risk, Capital Markets, Credit Risk, Risk Management, Hedge Funds, Credit Derivatives, Banking, Operational Risk, Financial Structuring, Liquidity Risk, Enterprise Risk..., Structured Finance, Basel II, Equities, Portfolio Management, Private Equity, Commodity, Corporate Finance, Due Diligence, Securities, Finance, Options, Counterparty Risk, Structured Products, Asset Management, Hedging, Operational Risk..., Market Risk, MBS, CDO, Compliance, Trading, Credit, Project Finance, Bloomberg, Financial Institutions, Securitization, Investments, Asset Managment, Financial Services, CDS, Risk, Interest Rate..., Alternative Investments
Education
Monmouth University 1979 — 1981
MBA, Finance
Wagner College 1973 — 1976
B.S., Accounting
Emil J Jutrowski Emil J Jutrowski's Irving Trust Company Experience June 1978 - January 1981
Job Senior Vice President at Capitol Securities Management Inc.
Industry Financial Services
Experience
Capitol Securities Management Inc. February 2011 - Present
Oppenheimer & Co. Inc. June 2001 - February 2011
Janney Montgomery Scott LLC January 2001 - June 2001
Tucker Anthony R.L.Day & Company September 1991 - January 2001
REICH&CO. September 1991 - June 1993
Brown Brothers Harriman & Co. January 1981 - September 1991
IRVING TRUST COMPANY June 1978 - January 1981
Skills
Investments, Equities, Fixed Income, Risk Management, Asset Management, Banking, Finance, Hedge Funds, Options, Portfolio Management, Wealth Management, Financial Markets, Structured Products, Mutual Funds, Relationship Management, Capital Markets, Trading, Bloomberg, Securities, Corporate Finance, Derivatives, Alternative Investments, Investment Banking, Series 63, Investment Advisory, Asset Allocation, Series 24, Investment Strategies, Series 7, Strategic Financial..., Wealth Management..., Financial Planning
Education
Fordham Gabelli School of Business 1974 — 1978
Bachelor of Science (B.S.), Accounting and Finance, Bachelor of Science -Accounting
Fordham University-CBA 1974 — 1978
Bachelor of Science, Accounting CBA
Capitol Securities Management Inc. February 2011 - Present
Oppenheimer & Co. Inc. June 2001 - February 2011
Janney Montgomery Scott LLC January 2001 - June 2001
Tucker Anthony R.L.Day & Company September 1991 - January 2001
REICH&CO. September 1991 - June 1993
Brown Brothers Harriman & Co. January 1981 - September 1991
IRVING TRUST COMPANY June 1978 - January 1981
Skills
Investments, Equities, Fixed Income, Risk Management, Asset Management, Banking, Finance, Hedge Funds, Options, Portfolio Management, Wealth Management, Financial Markets, Structured Products, Mutual Funds, Relationship Management, Capital Markets, Trading, Bloomberg, Securities, Corporate Finance, Derivatives, Alternative Investments, Investment Banking, Series 63, Investment Advisory, Asset Allocation, Series 24, Investment Strategies, Series 7, Strategic Financial..., Wealth Management..., Financial Planning
Education
Fordham Gabelli School of Business 1974 — 1978
Bachelor of Science (B.S.), Accounting and Finance, Bachelor of Science -Accounting
Fordham University-CBA 1974 — 1978
Bachelor of Science, Accounting CBA
Richard Wegescheide Richard Wegescheide's Irving Trust Company Experience December 1981 - June 1986
Job Vice President, IT Business TechCitigroup Technology Inc
Industry Financial Services
Experience
Citigroup Technology Inc. April 2012 - Present
UBS Investment Bank January 2006 - October 2011
UBS Investment Bank October 1998 - January 2006
Daiwa Securities January 1995 - October 1998
MABON SECURITIES CORP January 1993 - January 1995
TESTWELL CRAIG LABORATORIES September 1991 - January 1993
BNY Securities June 1986 - August 1990
Irving Trust Company December 1981 - June 1986
DUTCHESS BANK AND TRUST COMPANY March 1975 - August 1980
Skills
Fixed Income Products, Operational Risk, Financial Institutions
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1980 — 1981
MBA, Management-Finance, 3.5
University at Buffalo 1975 — 1977
BS, Management, 3.5
Citigroup Technology Inc. April 2012 - Present
UBS Investment Bank January 2006 - October 2011
UBS Investment Bank October 1998 - January 2006
Daiwa Securities January 1995 - October 1998
MABON SECURITIES CORP January 1993 - January 1995
TESTWELL CRAIG LABORATORIES September 1991 - January 1993
BNY Securities June 1986 - August 1990
Irving Trust Company December 1981 - June 1986
DUTCHESS BANK AND TRUST COMPANY March 1975 - August 1980
Skills
Fixed Income Products, Operational Risk, Financial Institutions
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1980 — 1981
MBA, Management-Finance, 3.5
University at Buffalo 1975 — 1977
BS, Management, 3.5
John Newcomb's Irving Trust Company Experience 1984 - 1987
Job Director at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's February 2001 - Present
BankBoston 1987 - 2001
Bank of Boston 1987 - 2001
Irving Trust Company 1984 - 1987
Skills
Capital Markets, Financial Risk, Investment Banking, Syndications, Fixed Income, Equities, Structured Finance, Derivatives, Credit, Emerging Markets, Financial Structuring, Securitization, Leveraged Finance, Portfolio Management, High Yield
Education
Loyola University New Orleans
BA, History
Standard & Poor's February 2001 - Present
BankBoston 1987 - 2001
Bank of Boston 1987 - 2001
Irving Trust Company 1984 - 1987
Skills
Capital Markets, Financial Risk, Investment Banking, Syndications, Fixed Income, Equities, Structured Finance, Derivatives, Credit, Emerging Markets, Financial Structuring, Securitization, Leveraged Finance, Portfolio Management, High Yield
Education
Loyola University New Orleans
BA, History
Gene Picone Gene Picone's Irving Trust Company Experience 1982 - 1989
Job Director Global Prime Finance at Scotia Capital
Industry Financial Services
Experience
Scotia Capital September 2009 - Present
Wachovia Bank September 2006 - September 2009
JPMorgan Chase January 2001 - August 2006
Chase Manhattan Bank 1996 - 2001
JPMorganChase 1992 - 1996
JP Morgan April 1989 - June 1992
Irving Trust Company 1982 - 1989
Skills
Strategic Planning, Process Management, International Sales, Business Relationship..., Collateral Management, Operations Management, Global Custody, Mergers, New Business Development, Business Analysis, Product Management, Marketing Strategy
Education
Yale University - Yale School of Management 2001 — 2001
Certificate, Leadership and Development
The Aspen Institute 2000 — 2000
Certificate, Leadership and Development
Pace University - Lubin School of Business 1981 — 1985
MBA, Economica
Saint John's University 1976 — 1980
BS, Finance and Economics
Scotia Capital September 2009 - Present
Wachovia Bank September 2006 - September 2009
JPMorgan Chase January 2001 - August 2006
Chase Manhattan Bank 1996 - 2001
JPMorganChase 1992 - 1996
JP Morgan April 1989 - June 1992
Irving Trust Company 1982 - 1989
Skills
Strategic Planning, Process Management, International Sales, Business Relationship..., Collateral Management, Operations Management, Global Custody, Mergers, New Business Development, Business Analysis, Product Management, Marketing Strategy
Education
Yale University - Yale School of Management 2001 — 2001
Certificate, Leadership and Development
The Aspen Institute 2000 — 2000
Certificate, Leadership and Development
Pace University - Lubin School of Business 1981 — 1985
MBA, Economica
Saint John's University 1976 — 1980
BS, Finance and Economics
Jorge Perales Jorge Perales's Irving Trust Company Experience 1980 - 1981
Job President at JRPConsulting, LLC
Industry Utilities
Experience
JRPConsulting, LLC 2013 - Present
Aqua America, Inc. 2005 - 2013
Jorge R. Perales, CPA 2002 - 2005
Lawson Software 2000 - 2002
DataStudy, Inc. 1997 - 1999
Hewlett-Packard 1983 - 1997
US Army Reserves 1979 - 1989
Container Corporation of America 1981 - 1982
Irving Trust Company 1980 - 1981
US Army Reserves October 1979 - April 1980
Skills
Financial Reporting, Sarbanes-Oxley Act, Change Management, Analysis, Business Analysis, Vendor Management, Business Process..., Project Management, Process Improvement, Forecasting, Contract Management, Budgets, Certified Information..., IT Strategy, CMA, Business Process, Program Management, Project Planning, Financial Analysis, Accounting, Finance
Education
St. John's University, The Peter J. Tobin College of Business 1981 — 1984
Advanced Professional Certificate, Accounting
St. John's University, The Peter J. Tobin College of Business 1977 — 1979
M.B.A., International Finance
Hofstra University 1974 — 1976
Graduate Studies in Spanish Bilingualism
Hofstra University 1970 — 1974
B.A., Spanish, minors in Mathematics and Philosophy
JRPConsulting, LLC 2013 - Present
Aqua America, Inc. 2005 - 2013
Jorge R. Perales, CPA 2002 - 2005
Lawson Software 2000 - 2002
DataStudy, Inc. 1997 - 1999
Hewlett-Packard 1983 - 1997
US Army Reserves 1979 - 1989
Container Corporation of America 1981 - 1982
Irving Trust Company 1980 - 1981
US Army Reserves October 1979 - April 1980
Skills
Financial Reporting, Sarbanes-Oxley Act, Change Management, Analysis, Business Analysis, Vendor Management, Business Process..., Project Management, Process Improvement, Forecasting, Contract Management, Budgets, Certified Information..., IT Strategy, CMA, Business Process, Program Management, Project Planning, Financial Analysis, Accounting, Finance
Education
St. John's University, The Peter J. Tobin College of Business 1981 — 1984
Advanced Professional Certificate, Accounting
St. John's University, The Peter J. Tobin College of Business 1977 — 1979
M.B.A., International Finance
Hofstra University 1974 — 1976
Graduate Studies in Spanish Bilingualism
Hofstra University 1970 — 1974
B.A., Spanish, minors in Mathematics and Philosophy
Meg Kennedy Meg Kennedy's Irving Trust Company Experience 1985 - 1990
Job Realtor Associate at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams New Jersey Metro Group April 2011 - Present
Rhodes Van Note Co 1995 - 2011
Bank of New York 1989 - 1990
Irving Trust Company 1985 - 1990
Skills
Sales, Selling, Marketing, Contract Negotiation, Home Staging, REO, Social Media, Negotiation, Loans, Short Sales, Investments, Foreclosures, Investors, Commercial Real Estate, Social Media Marketing, Real Estate Development, Property, FHA, Real Estate, Real Estate Transactions, Sellers, Investment Properties, Residential Homes, Listings
Education
Georgetown University
B.A.
Keller Williams New Jersey Metro Group April 2011 - Present
Rhodes Van Note Co 1995 - 2011
Bank of New York 1989 - 1990
Irving Trust Company 1985 - 1990
Skills
Sales, Selling, Marketing, Contract Negotiation, Home Staging, REO, Social Media, Negotiation, Loans, Short Sales, Investments, Foreclosures, Investors, Commercial Real Estate, Social Media Marketing, Real Estate Development, Property, FHA, Real Estate, Real Estate Transactions, Sellers, Investment Properties, Residential Homes, Listings
Education
Georgetown University
B.A.
William (Woody) Kerr William (Woody) Kerr's Irving Trust Company Experience July 1979 - December 1988
Job Licensed Real Estate Salesperson, Halstead Property LLC
Industry Real Estate
Experience
Halstead Property February 2015 - Present
BNY Mellon August 2011 - December 2012
BNY Mellon August 2007 - August 2011
The Bank of New York September 2006 - July 2007
The Bank of New York April 2004 - September 2006
The Bank of New York January 1989 - March 2004
Irving Trust Company July 1979 - December 1988
Skills
Fixed Income, Capital Markets, Banking, Securities, Valuation, Mergers & Acquisitions, Private Equity, Financial Modeling, Alternative Investments, Due Diligence, Risk Management, Strategic Planning, Derivatives, Financial Analysis, Credit, Asset Management, Real Estate Transactions, Commercial Real Estate, Residential Homes, Condos, Sales, Investments
Education
Hamilton College 1975 — 1979
AB, History and Government
Deerfield Academy 1973 — 1975
Halstead Property February 2015 - Present
BNY Mellon August 2011 - December 2012
BNY Mellon August 2007 - August 2011
The Bank of New York September 2006 - July 2007
The Bank of New York April 2004 - September 2006
The Bank of New York January 1989 - March 2004
Irving Trust Company July 1979 - December 1988
Skills
Fixed Income, Capital Markets, Banking, Securities, Valuation, Mergers & Acquisitions, Private Equity, Financial Modeling, Alternative Investments, Due Diligence, Risk Management, Strategic Planning, Derivatives, Financial Analysis, Credit, Asset Management, Real Estate Transactions, Commercial Real Estate, Residential Homes, Condos, Sales, Investments
Education
Hamilton College 1975 — 1979
AB, History and Government
Deerfield Academy 1973 — 1975
Paul Notaras's Irving Trust Company Experience 1985 - 1987
Job Senior Executive specializing in Corporate Finance and Business Development
Industry Financial Services
Experience
Consumer Financial Solutions November 2009 - Present
Money Made Better June 2013 - Present
Rustic Canyon Partners 2003 - 2009
Meridian International VAT Consulting 2000 - 2002
Merrill Lynch 1995 - 2000
Merrill Lynch 1993 - 1995
Merrill Lynch 1989 - 1993
Irving Trust Company 1985 - 1987
European American Bank 1982 - 1985
Skills
Venture Capital, Business Strategy, Start-ups, Strategic Planning, Financial Modeling, Investments, Financial Planning, Corporate Finance, Financial Analysis, Corporate Development, Entrepreneur, Private Equity, Capital Markets, Investment Banking, Business Modeling, Strategic Partnerships, Angel Investing, Entrepreneurship, Accounting, Financial Reporting, Investor Relations, Valuation, Due Diligence
Education
New York University
MBA, Finance/International Business
Boston College 1978 — 1982
AB, Economics
Consumer Financial Solutions November 2009 - Present
Money Made Better June 2013 - Present
Rustic Canyon Partners 2003 - 2009
Meridian International VAT Consulting 2000 - 2002
Merrill Lynch 1995 - 2000
Merrill Lynch 1993 - 1995
Merrill Lynch 1989 - 1993
Irving Trust Company 1985 - 1987
European American Bank 1982 - 1985
Skills
Venture Capital, Business Strategy, Start-ups, Strategic Planning, Financial Modeling, Investments, Financial Planning, Corporate Finance, Financial Analysis, Corporate Development, Entrepreneur, Private Equity, Capital Markets, Investment Banking, Business Modeling, Strategic Partnerships, Angel Investing, Entrepreneurship, Accounting, Financial Reporting, Investor Relations, Valuation, Due Diligence
Education
New York University
MBA, Finance/International Business
Boston College 1978 — 1982
AB, Economics
Jeff Hertzberg Jeff Hertzberg's Irving Trust Company Experience March 1985 - October 1987
Job Maker, Musician, Flâneur
Industry Information Technology and Services
Experience
Home July 2012 - Present
Mizuho Capital Markets Corporation January 2007 - July 2012
Random Walk Computing April 2003 - December 2006
Xenotrope, Inc. July 1997 - April 2003
Fusion Systems Group, Ltd. November 1991 - June 1997
Seer Technologies December 1990 - November 1991
Citibank February 1990 - December 1990
Merrill Lynch & Company, Inc. May 1988 - February 1990
Security Pacific Software Services November 1987 - April 1988
Irving Trust Company March 1985 - October 1987
Skills
Software Development, IT Strategy, Enterprise Architecture, Capital Markets, Business Strategy, Derivatives, Application Architecture, SDLC, SOA, Oracle, Requirements Gathering, Enterprise Software, UML, Architecture, Program Management, Integration, Strategy, Start-ups, Sybase, Web Applications, XML, Web Services, Java, Management, REST, Software Project..., Ruby on Rails, Agile Project Management, Project Management, Professional Services, Agile Methodologies, Business Analysis, Project Portfolio..., Requirements Analysis
Education
East Carolina University 1978 — 1981
BMTh, Music, Psychology, Education
Indiana University Bloomington 1975 — 1977
BM, Music Performance
Roslyn High School
Home July 2012 - Present
Mizuho Capital Markets Corporation January 2007 - July 2012
Random Walk Computing April 2003 - December 2006
Xenotrope, Inc. July 1997 - April 2003
Fusion Systems Group, Ltd. November 1991 - June 1997
Seer Technologies December 1990 - November 1991
Citibank February 1990 - December 1990
Merrill Lynch & Company, Inc. May 1988 - February 1990
Security Pacific Software Services November 1987 - April 1988
Irving Trust Company March 1985 - October 1987
Skills
Software Development, IT Strategy, Enterprise Architecture, Capital Markets, Business Strategy, Derivatives, Application Architecture, SDLC, SOA, Oracle, Requirements Gathering, Enterprise Software, UML, Architecture, Program Management, Integration, Strategy, Start-ups, Sybase, Web Applications, XML, Web Services, Java, Management, REST, Software Project..., Ruby on Rails, Agile Project Management, Project Management, Professional Services, Agile Methodologies, Business Analysis, Project Portfolio..., Requirements Analysis
Education
East Carolina University 1978 — 1981
BMTh, Music, Psychology, Education
Indiana University Bloomington 1975 — 1977
BM, Music Performance
Roslyn High School
Lillian Koziol Lillian Koziol's Irving Trust Company Experience January 1978 - December 1980
Job Founder, Yogamom Enterprises
Industry Health, Wellness and Fitness
Experience
Bonaventure Town Ctr September 2010 - Present
Yogamom Enterprises June 2004 - Present
Florida Atlantic University January 2007 - June 2013
Elizabeth Arden March 2006 - December 2012
Fitness21 June 2006 - December 2010
YMCA Pembroke Pines December 2009 - August 2010
Scheinberg YMCA September 2005 - August 2010
Challenge Air Cargo January 1991 - September 1994
Manufacturers Hanover Trust January 1980 - June 1985
Irving Trust Company January 1978 - December 1980
Skills
Training & Development..., Teaching, Seniors, Hatha Yoga, Fitness, Meditation, Pilates, Reiki, Healing, Relaxation, Holistic Health, Mindfulness, Adults, Adolescents, Movement, Stress Management, Wellness, Writing, Prenatal, Pain, Restorative, Public Speaking, Yoga, Pain Management, Ayurveda, Nutrition, Strength Training, Wellness Coaching, Training, Lifestyle Coaching, Fitness Training, Restorative Dentistry, Nutritional Counseling, Personal Training, Leadership, Bodywork, Therapeutic Massage, Treatment, Stress, Wellbeing, Lifestyle, Chronic Pain, Prenatal Care, Alternative Medicine, Energy Healing, Operant Conditioning, Athletics, Corporations, Therapists, Personal Development
Education
Duke University 2010 — 2010
Certification Yoga Therapist for Seniors, School of Integrated Medicine
Yoga Alliance E-RYT and AFAA 2002 — 2009
Experienced Registered Yoga Teacher, Yoga and Fitness
New York University 1976 — 1977
Certificate in Programming/Systems Analysis, Computer Programming and Analysis
Toastmaster International Communication and Leadership
DTM Distinguished Toastmaster
Bonaventure Town Ctr September 2010 - Present
Yogamom Enterprises June 2004 - Present
Florida Atlantic University January 2007 - June 2013
Elizabeth Arden March 2006 - December 2012
Fitness21 June 2006 - December 2010
YMCA Pembroke Pines December 2009 - August 2010
Scheinberg YMCA September 2005 - August 2010
Challenge Air Cargo January 1991 - September 1994
Manufacturers Hanover Trust January 1980 - June 1985
Irving Trust Company January 1978 - December 1980
Skills
Training & Development..., Teaching, Seniors, Hatha Yoga, Fitness, Meditation, Pilates, Reiki, Healing, Relaxation, Holistic Health, Mindfulness, Adults, Adolescents, Movement, Stress Management, Wellness, Writing, Prenatal, Pain, Restorative, Public Speaking, Yoga, Pain Management, Ayurveda, Nutrition, Strength Training, Wellness Coaching, Training, Lifestyle Coaching, Fitness Training, Restorative Dentistry, Nutritional Counseling, Personal Training, Leadership, Bodywork, Therapeutic Massage, Treatment, Stress, Wellbeing, Lifestyle, Chronic Pain, Prenatal Care, Alternative Medicine, Energy Healing, Operant Conditioning, Athletics, Corporations, Therapists, Personal Development
Education
Duke University 2010 — 2010
Certification Yoga Therapist for Seniors, School of Integrated Medicine
Yoga Alliance E-RYT and AFAA 2002 — 2009
Experienced Registered Yoga Teacher, Yoga and Fitness
New York University 1976 — 1977
Certificate in Programming/Systems Analysis, Computer Programming and Analysis
Toastmaster International Communication and Leadership
DTM Distinguished Toastmaster
Joe Santiso Joe Santiso's Irving Trust Company Experience 1966 - 1975
Job BCI Systems
Industry Computer Software
Experience
BCI Systems December 1991 - Present
LoBue Associates May 1982 - December 1991
Citibank 1975 - 1980
Irving Trust Company 1966 - 1975
Skills
Mergers, Business Analysis, Financial Services, Risk Management, Securities, Management Consulting, Banking, Process Improvement, Financial Analysis, Change Management, Business Process..., Business Strategy, Vendor Management, Outsourcing
Education
Pace University 1970 — 1975
BS, Accounting & Finance
Colegio de Belen, Havana, Cuba 1953 — 1961
BCI Systems December 1991 - Present
LoBue Associates May 1982 - December 1991
Citibank 1975 - 1980
Irving Trust Company 1966 - 1975
Skills
Mergers, Business Analysis, Financial Services, Risk Management, Securities, Management Consulting, Banking, Process Improvement, Financial Analysis, Change Management, Business Process..., Business Strategy, Vendor Management, Outsourcing
Education
Pace University 1970 — 1975
BS, Accounting & Finance
Colegio de Belen, Havana, Cuba 1953 — 1961
deborah dreher deborah dreher's Irving Trust Company Experience July 1973 - June 1990
Job vice president, retired
Industry Financial Services
Experience
North Shore Holiday House 2000 - 2006
Bankers Trust 1990 - 1992
Irving Trust Company July 1973 - June 1990
Skills
Investments, Financial Services, Banking, Fund Raising Not for...
Education
Pace University 1977 — 1983
General Business, General Business
North Shore Holiday House 2000 - 2006
Bankers Trust 1990 - 1992
Irving Trust Company July 1973 - June 1990
Skills
Investments, Financial Services, Banking, Fund Raising Not for...
Education
Pace University 1977 — 1983
General Business, General Business
Jim Moynihan Jim Moynihan's Irving Trust Company Experience 1976 - 1983
Job Senior Vice President at US Bank
Industry Banking
Experience
US Bank February 2007 - Present
HFMA Southern California Chapter June 2013 - June 2014
McLure-Moynihan, Inc. January 1991 - February 2007
First National Bank of Chicago January 1983 - January 1991
Irving Trust Company 1976 - 1983
Liberty Mutual Insurance September 1972 - September 1974
Skills
Banking, Healthcare, EDI, Revenue Cycle, B2B eCommerce, Writing, Relationship Management, Commercial Banking, HIPAA, ACH, Sales, Certified Treasury..., Treasury Management, Credit, B2B, Business Development, Executive Management, Managed Care, Payments, Commercial Lending, Management, Strategic Planning, Financial Analysis, Process Improvement, Medicare, Electronic Payments, Healthcare Information..., Cash Management
Education
Rutgers, The State University of New Jersey-Newark 1973 — 1976
MBA, Finance
Fairfield University 1968 — 1972
BA, History
School of Irish Studies
St. Benedict's Prep
US Bank February 2007 - Present
HFMA Southern California Chapter June 2013 - June 2014
McLure-Moynihan, Inc. January 1991 - February 2007
First National Bank of Chicago January 1983 - January 1991
Irving Trust Company 1976 - 1983
Liberty Mutual Insurance September 1972 - September 1974
Skills
Banking, Healthcare, EDI, Revenue Cycle, B2B eCommerce, Writing, Relationship Management, Commercial Banking, HIPAA, ACH, Sales, Certified Treasury..., Treasury Management, Credit, B2B, Business Development, Executive Management, Managed Care, Payments, Commercial Lending, Management, Strategic Planning, Financial Analysis, Process Improvement, Medicare, Electronic Payments, Healthcare Information..., Cash Management
Education
Rutgers, The State University of New Jersey-Newark 1973 — 1976
MBA, Finance
Fairfield University 1968 — 1972
BA, History
School of Irish Studies
St. Benedict's Prep
William Burakoff William Burakoff's Irving Trust Company Experience January 1983 - March 1984
Job Attorney / Drummer
Industry Law Practice
Experience
Freelance / Contract / Project Attorney December 2001 - Present
BergenBrunswig Corp. April 2001 - October 2001
AirTouch Communications / Verizon Wireless January 1996 - April 2001
Warner Bros. Studios Facilties June 1995 - November 1995
ARCO (AtlanticRichfield Co.) April 1990 - November 1994
Lillick & McHose / Graham & James September 1987 - March 1990
Irving Trust Company January 1983 - March 1984
Concord School of Foreign Languages August 1982 - December 1982
Education
University of Michigan 1984 — 1987
JD
Williams College 1978 — 1982
BA, American Civilization
Freelance / Contract / Project Attorney December 2001 - Present
BergenBrunswig Corp. April 2001 - October 2001
AirTouch Communications / Verizon Wireless January 1996 - April 2001
Warner Bros. Studios Facilties June 1995 - November 1995
ARCO (AtlanticRichfield Co.) April 1990 - November 1994
Lillick & McHose / Graham & James September 1987 - March 1990
Irving Trust Company January 1983 - March 1984
Concord School of Foreign Languages August 1982 - December 1982
Education
University of Michigan 1984 — 1987
JD
Williams College 1978 — 1982
BA, American Civilization
Bradley Niziak Bradley Niziak's Irving Trust Company Experience 1985 - 1989
Job Environmental & Financial Institutions Insurance Broker & Producer; Senior Vice President
Industry Insurance
Experience
Miniter Group April 2002 - Present
Sheppard Riley Coughlin January 2001 - April 2002
Cook & Company July 1998 - January 2001
Sanwa Bank, Limited 1989 - 1994
Irving Trust Company 1985 - 1989
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Underwriting, Risk Management, Insurance, Banking, Consulting, Finance, Marketing, Strategic Planning, Professional Liability, Leadership, Budgets, Management, Commercial Real Estate, Portfolio Management, Credit, Loans, Commercial Banking, Risk Assessment, Sales
Education
New York University, Stern School of Business 1983 — 1985
Master of Business Administration (M.B.A.), Marketing & International Business
The Johns Hopkins University
Miniter Group April 2002 - Present
Sheppard Riley Coughlin January 2001 - April 2002
Cook & Company July 1998 - January 2001
Sanwa Bank, Limited 1989 - 1994
Irving Trust Company 1985 - 1989
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Underwriting, Risk Management, Insurance, Banking, Consulting, Finance, Marketing, Strategic Planning, Professional Liability, Leadership, Budgets, Management, Commercial Real Estate, Portfolio Management, Credit, Loans, Commercial Banking, Risk Assessment, Sales
Education
New York University, Stern School of Business 1983 — 1985
Master of Business Administration (M.B.A.), Marketing & International Business
The Johns Hopkins University
Richard Baum Richard Baum's Irving Trust Company Experience September 1986 - January 1991
Job Partner at Anchin, Block & Anchin LLP
Industry Accounting
Experience
Anchin, Block & Anchin LLP January 1991 - Present
Irving Trust Company September 1986 - January 1991
Deloitte Haskins & Sells September 1982 - September 1986
Education
Hofstra University School of Law 1979 — 1982
JD
Franklin & Marshall College 1975 — 1979
BA, Accounting
Anchin, Block & Anchin LLP January 1991 - Present
Irving Trust Company September 1986 - January 1991
Deloitte Haskins & Sells September 1982 - September 1986
Education
Hofstra University School of Law 1979 — 1982
JD
Franklin & Marshall College 1975 — 1979
BA, Accounting
Cynthia (Rago) Lima, MBA Cynthia (Rago) Lima, MBA's Irving Trust Company Experience January 1980 - January 1986
Job Results Driven Financial Sales, Marketing, Recruiting and Fundraising Executive
Industry Financial Services
Experience
UBS Wealth Management January 2010 - December 2010
JPM/Chase/Bank One Capital Markets January 1997 - June 2004
Goldman Sachs Group, Inc January 1987 - December 1995
Irving Trust Company January 1980 - January 1986
Skills
Fundraising, Relationship Development, Investments, Fixed Income, Finance, Financial Services, Wealth Management, Portfolio Management, Securities, Strategy, Financial Modeling, Mutual Funds, Asset Management, Series 7, Equities, Hedge Funds, Series 63, Alternative Investments, Investment Banking, Capital Markets, Derivatives, Valuation, Asset Managment, Strategic Planning, Banking, Bloomberg, Series 24, Management, Leadership, Financial Planning, Financial Markets, Sales, Team Building, Business Development, Marketing, Relationship Building, Marketing Strategy
Education
Columbia University - Columbia Business School 1986 — 1987
Master’s of Business Administration, Finance/Marketing, Dean's List
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
BA, Finance/Spanish, Dean's List
UBS Wealth Management January 2010 - December 2010
JPM/Chase/Bank One Capital Markets January 1997 - June 2004
Goldman Sachs Group, Inc January 1987 - December 1995
Irving Trust Company January 1980 - January 1986
Skills
Fundraising, Relationship Development, Investments, Fixed Income, Finance, Financial Services, Wealth Management, Portfolio Management, Securities, Strategy, Financial Modeling, Mutual Funds, Asset Management, Series 7, Equities, Hedge Funds, Series 63, Alternative Investments, Investment Banking, Capital Markets, Derivatives, Valuation, Asset Managment, Strategic Planning, Banking, Bloomberg, Series 24, Management, Leadership, Financial Planning, Financial Markets, Sales, Team Building, Business Development, Marketing, Relationship Building, Marketing Strategy
Education
Columbia University - Columbia Business School 1986 — 1987
Master’s of Business Administration, Finance/Marketing, Dean's List
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
BA, Finance/Spanish, Dean's List
Abigail Mack Cook's Irving Trust Company Experience May 1979 - March 1984
Job Connector
Industry Financial Services
Experience
BNYMellon January 1997 - May 2014
Westpac May 1995 - January 1997
RBC Capital Markets August 1994 - April 1995
HSBC June 1989 - August 1994
AIG August 1986 - June 1989
Societe Generale May 1985 - August 1986
Continental Bank March 1984 - May 1985
Irving Trust Company May 1979 - March 1984
Skills
Foreign Exchange, Currency, Financial Markets, Capital Markets, Hedge Funds, FX Options, Portfolio Management, Financial Services, Business Analysis, Risk Management, Trading, Banking, Financial Analysis, Derivatives, Treasury, Investments, Finance, Investment Banking, Fixed Income, Equities, Bloomberg, Securities, Bonds, Hedging
Education
Siena College
BS, Marketing
BNYMellon January 1997 - May 2014
Westpac May 1995 - January 1997
RBC Capital Markets August 1994 - April 1995
HSBC June 1989 - August 1994
AIG August 1986 - June 1989
Societe Generale May 1985 - August 1986
Continental Bank March 1984 - May 1985
Irving Trust Company May 1979 - March 1984
Skills
Foreign Exchange, Currency, Financial Markets, Capital Markets, Hedge Funds, FX Options, Portfolio Management, Financial Services, Business Analysis, Risk Management, Trading, Banking, Financial Analysis, Derivatives, Treasury, Investments, Finance, Investment Banking, Fixed Income, Equities, Bloomberg, Securities, Bonds, Hedging
Education
Siena College
BS, Marketing
Stephen Perry's Irving Trust Company Experience September 1985 - June 1989
Job Managing Director, Janes Capital Partners
Industry Investment Banking
Experience
Janes Capital Partners June 1997 - Present
California Manufacturing Enterprises June 1994 - May 1997
Kayne Anderson (dba KA Industries) September 1991 - March 1994
Credit Suisse First Boston June 1991 - September 1991
Irving Trust Company September 1985 - June 1989
Skills
Mergers, Investment Banking, Corporate Finance, Aerospace, Defense, Cross-border M&A, Business Strategy, Corporate Development, Private Equity, Management Consulting, Valuation, Strategy, Negotiation, Mergers & Acquisitions, Portfolio Management, M&A experience, Leadership, Joint Ventures, Restructuring, Finance, LBO, Divestitures, Capital Markets, Capital, Due Diligence, Investments, Venture Capital, Financial Modeling, Executive Management, Equities, Private Placements, Recapitalizations, Business Valuation, Acquisitions, Mezzanine, Growth Capital, Leveraged Finance, Deal Sourcing, Buyouts, Financial Structuring, Acquisition Integration, Capital Raising, IPO, High Yield, Middle Market
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Finance
Georgetown University 1981 — 1985
BS, Finance & Accounting
Janes Capital Partners June 1997 - Present
California Manufacturing Enterprises June 1994 - May 1997
Kayne Anderson (dba KA Industries) September 1991 - March 1994
Credit Suisse First Boston June 1991 - September 1991
Irving Trust Company September 1985 - June 1989
Skills
Mergers, Investment Banking, Corporate Finance, Aerospace, Defense, Cross-border M&A, Business Strategy, Corporate Development, Private Equity, Management Consulting, Valuation, Strategy, Negotiation, Mergers & Acquisitions, Portfolio Management, M&A experience, Leadership, Joint Ventures, Restructuring, Finance, LBO, Divestitures, Capital Markets, Capital, Due Diligence, Investments, Venture Capital, Financial Modeling, Executive Management, Equities, Private Placements, Recapitalizations, Business Valuation, Acquisitions, Mezzanine, Growth Capital, Leveraged Finance, Deal Sourcing, Buyouts, Financial Structuring, Acquisition Integration, Capital Raising, IPO, High Yield, Middle Market
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Finance
Georgetown University 1981 — 1985
BS, Finance & Accounting
Lisa Bronstein's Irving Trust Company Experience 1984 - 1987
Job HR Director at Jewish Family & Career Services of Atlanta
Industry Nonprofit Organization Management
Experience
Jewish Family and Career Services of Atlanta November 2011 - Present
AOS USA, Inc. May 2000 - November 2011
M2Direct 1996 - 2000
American Re-Insurance Company 1987 - 1994
Irving Trust Company 1984 - 1987
Skills
Talent Management, Employee Relations, Human Resources, Change Management, Personnel Management, Strategic Planning, Career Development, Training
Education
Cornell University 1980 — 1984
BS, Industrial and Labor Relations
Susan Wagner High School 1976 — 1980
Jewish Family and Career Services of Atlanta November 2011 - Present
AOS USA, Inc. May 2000 - November 2011
M2Direct 1996 - 2000
American Re-Insurance Company 1987 - 1994
Irving Trust Company 1984 - 1987
Skills
Talent Management, Employee Relations, Human Resources, Change Management, Personnel Management, Strategic Planning, Career Development, Training
Education
Cornell University 1980 — 1984
BS, Industrial and Labor Relations
Susan Wagner High School 1976 — 1980
Frank Patino's Irving Trust Company Experience November 1968 - January 1969
Job Manager at American Airlines Cargo
Industry Airlines/Aviation
Experience
American Airlines Cargo January 1969 - Present
Irving Trust company November 1968 - January 1969
Skills
Civil Aviation, Airlines, Flights, Sabre, Airports, Aviation, Travel Management, Flight Safety, Aircraft, Commercial Aviation, Safety Management..., Leisure Travel, Tourism, Amadeus, Transportation, Aerospace, Ticketing, Business Travel, Aviation Security, Airline Management, Airport Management, Flight Planning, Freight, Operations Management, Flight Training, Airline Ticketing, IATA, General Aviation, Aircraft Maintenance, Charter
Education
Queensborough Community College 1972 — 1976
Associates Degree, Business Administration
American Airlines Cargo January 1969 - Present
Irving Trust company November 1968 - January 1969
Skills
Civil Aviation, Airlines, Flights, Sabre, Airports, Aviation, Travel Management, Flight Safety, Aircraft, Commercial Aviation, Safety Management..., Leisure Travel, Tourism, Amadeus, Transportation, Aerospace, Ticketing, Business Travel, Aviation Security, Airline Management, Airport Management, Flight Planning, Freight, Operations Management, Flight Training, Airline Ticketing, IATA, General Aviation, Aircraft Maintenance, Charter
Education
Queensborough Community College 1972 — 1976
Associates Degree, Business Administration
Timothy Garry's Irving Trust Company Experience 1981 - 1985
Job Senior Research Analyst at Pzena Investment Management
Industry Investment Management
Experience
Pzena Investment Management February 2008 - Present
Garry Investment Research January 2007 - January 2008
Ark Asset Management 1999 - 2005
Sanford C. Bernstein & Co. 1991 - 1998
McKinsey & Co. 1987 - 1991
Irving Trust Company 1981 - 1985
Congressman Bill Gradison 1978 - 1979
Education
Harvard Business School 1985 — 1987
Harvard University 1976 — 1981
B.A., Economics
Pzena Investment Management February 2008 - Present
Garry Investment Research January 2007 - January 2008
Ark Asset Management 1999 - 2005
Sanford C. Bernstein & Co. 1991 - 1998
McKinsey & Co. 1987 - 1991
Irving Trust Company 1981 - 1985
Congressman Bill Gradison 1978 - 1979
Education
Harvard Business School 1985 — 1987
Harvard University 1976 — 1981
B.A., Economics
Helene Donahue's Irving Trust Company Experience 1981 - 1988
Job Chief Financial Officer
Industry Online Media
Experience
Legacy.com 2007 - Present
NORC at the University of Chicago 2004 - 2007
National Opinion Research Center (NORC) 2004 - 2007
Burling Consulting, LLC September 2003 - 2007
GE Capital January 1996 - January 1999
American Express June 1988 - December 1995
Bank of NY - Irving Trust Company July 1981 - June 1988
Irving Trust company 1981 - 1988
Skills
Financial Management, Managerial Finance, Financial Modeling, Business Strategy, Finance, Strategy, Forecasting, Banking, Process Improvement, Financial Analysis, Human Resources, Accounting, Strategic Partnerships, Entrepreneurship, Business Development
Education
New York University - Leonard N. Stern School of Business 1986 — 1989
MBA, Finance
Georgetown University 1977 — 1981
B.S.F.S., International Economics
Hackley School 1973 — 1977
Legacy.com 2007 - Present
NORC at the University of Chicago 2004 - 2007
National Opinion Research Center (NORC) 2004 - 2007
Burling Consulting, LLC September 2003 - 2007
GE Capital January 1996 - January 1999
American Express June 1988 - December 1995
Bank of NY - Irving Trust Company July 1981 - June 1988
Irving Trust company 1981 - 1988
Skills
Financial Management, Managerial Finance, Financial Modeling, Business Strategy, Finance, Strategy, Forecasting, Banking, Process Improvement, Financial Analysis, Human Resources, Accounting, Strategic Partnerships, Entrepreneurship, Business Development
Education
New York University - Leonard N. Stern School of Business 1986 — 1989
MBA, Finance
Georgetown University 1977 — 1981
B.S.F.S., International Economics
Hackley School 1973 — 1977
Richard Cortright's Irving Trust Company Experience July 1986 - February 1988
Job Managing Director at Standard & Poor's
Industry Capital Markets
Experience
Standard & Poor's October 1994 - Present
Chase Manhattan Bank February 1988 - October 1994
Irving Trust Company July 1986 - February 1988
Education
Columbia University - School of International and Public Affairs 1980 — 1982
MA, International Affairs
Swarthmore College 1974 — 1978
BA, History
Standard & Poor's October 1994 - Present
Chase Manhattan Bank February 1988 - October 1994
Irving Trust Company July 1986 - February 1988
Education
Columbia University - School of International and Public Affairs 1980 — 1982
MA, International Affairs
Swarthmore College 1974 — 1978
BA, History
Steven Kraus's Irving Trust Company Experience August 1982 - August 1986
Job Managing Director and CoFounder at Meridian OHC LLC
Industry Investment Management
Experience
Meridian OHC LLC September 2010 - Present
Blue TSV Ltd. May 2008 - September 2012
Credit Suisse March 2007 - April 2008
Credit Suisse January 2000 - March 2007
Credit Suisse First Boston January 1994 - December 1999
Credit Suisse First Boston August 1988 - December 1994
Irving Trust Company August 1982 - August 1986
Skills
Equities, Investments, Due Diligence, Financial Modeling, Financial Analysis, Strategy, Finance, Mergers, Start-ups, Capital Markets, Venture Capital, Portfolio Management, Corporate Finance, Asset Managment, Private Equity, Business Development, Investment Banking, Hedge Funds, Valuation, Strategic Planning, Mergers & Acquisitions, Financial Markets, Equity Research, Emerging Markets, Financial Services, Asset Management, Leadership, Alternative Investments, IPO, Fixed Income, Investment Management, Securities, Corporate Development, Investor Relations, Asset Allocation, Trading, Private Placements, Management, Business Strategy, Derivatives
Education
Harvard Business School 1986 — 1988
MBA, General Management
University of Virginia 1977 — 1982
BA, Economics, Dean's List
Garden City High School 1974 — 1977
Meridian OHC LLC September 2010 - Present
Blue TSV Ltd. May 2008 - September 2012
Credit Suisse March 2007 - April 2008
Credit Suisse January 2000 - March 2007
Credit Suisse First Boston January 1994 - December 1999
Credit Suisse First Boston August 1988 - December 1994
Irving Trust Company August 1982 - August 1986
Skills
Equities, Investments, Due Diligence, Financial Modeling, Financial Analysis, Strategy, Finance, Mergers, Start-ups, Capital Markets, Venture Capital, Portfolio Management, Corporate Finance, Asset Managment, Private Equity, Business Development, Investment Banking, Hedge Funds, Valuation, Strategic Planning, Mergers & Acquisitions, Financial Markets, Equity Research, Emerging Markets, Financial Services, Asset Management, Leadership, Alternative Investments, IPO, Fixed Income, Investment Management, Securities, Corporate Development, Investor Relations, Asset Allocation, Trading, Private Placements, Management, Business Strategy, Derivatives
Education
Harvard Business School 1986 — 1988
MBA, General Management
University of Virginia 1977 — 1982
BA, Economics, Dean's List
Garden City High School 1974 — 1977
Michael Blanc's Irving Trust Company Experience May 1985 - August 1986
Job Managing Director. Liquidity Solutions at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase January 2008 - Present
ABN AMRO Bank March 2004 - June 2007
ABN AMRO Bank, NV New York Branch November 2002 - March 2004
Citibank September 1997 - November 2002
Citibank May 1993 - September 1997
Citibank August 1986 - May 1993
Irving Trust Company May 1985 - August 1986
Skills
Trade Services, SWIFT, Letters Of Credit, AML, ACH, Letters of Credit, SWIFT payments, Cash Management, Payments, Liquidity, Securities, Product Management, Product Development, Customer Service, Operations Management, Regulatory Affairs, OFAC, KYC, FATCA, Electronic Funds..., Liquidity Management, Liquidity Risk
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA
New York University 1982 — 1986
BA
Bronx High School of Science 1978 — 1982
JP Morgan Chase January 2008 - Present
ABN AMRO Bank March 2004 - June 2007
ABN AMRO Bank, NV New York Branch November 2002 - March 2004
Citibank September 1997 - November 2002
Citibank May 1993 - September 1997
Citibank August 1986 - May 1993
Irving Trust Company May 1985 - August 1986
Skills
Trade Services, SWIFT, Letters Of Credit, AML, ACH, Letters of Credit, SWIFT payments, Cash Management, Payments, Liquidity, Securities, Product Management, Product Development, Customer Service, Operations Management, Regulatory Affairs, OFAC, KYC, FATCA, Electronic Funds..., Liquidity Management, Liquidity Risk
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA
New York University 1982 — 1986
BA
Bronx High School of Science 1978 — 1982
Michael Piscitelli's Irving Trust Company Experience 1978 - 1978
Job Consultant at F.Logic Inc.
Industry Computer Software
Experience
MJP.Consulting.400 2012 - Present
F.Logic Inc. 2012 - Present
F.Logic Inc. 1986 - 2012
Ex-Lax Pharmaceuticals 1984 - 1986
The Nestle Company 1981 - 1984
Dobbs-Life Savers 1978 - 1981
Irving Trust Company 1978 - 1978
Chase Manhattan Bank 1975 - 1978
Skills
DB2, Business Development, SQL, Software Development, XML, IBM AS/400, Business Strategy, Business Analysis, Requirements Analysis, E-commerce, Vendor Management, ERP, Database Design, Program Management, Process Improvement, Account Management, Project Management, Integration
Education
New York University - Leonard N. Stern School of Business 1976 — 1981
MBA, Finance
Cornell University 1971 — 1975
Bachelor of Science (B.S.), Operations Research/Industrial Engineering
MJP.Consulting.400 2012 - Present
F.Logic Inc. 2012 - Present
F.Logic Inc. 1986 - 2012
Ex-Lax Pharmaceuticals 1984 - 1986
The Nestle Company 1981 - 1984
Dobbs-Life Savers 1978 - 1981
Irving Trust Company 1978 - 1978
Chase Manhattan Bank 1975 - 1978
Skills
DB2, Business Development, SQL, Software Development, XML, IBM AS/400, Business Strategy, Business Analysis, Requirements Analysis, E-commerce, Vendor Management, ERP, Database Design, Program Management, Process Improvement, Account Management, Project Management, Integration
Education
New York University - Leonard N. Stern School of Business 1976 — 1981
MBA, Finance
Cornell University 1971 — 1975
Bachelor of Science (B.S.), Operations Research/Industrial Engineering
Alan Kral's Irving Trust Company Experience 1972 - 1977
Job Managing Director at Trevor Stewart Burton & Jacobsen Inc.
Industry Investment Management
Experience
Trevor Stewart Burton & Jacobsen Inc. July 1991 - Present
Mitchell Hutchins Institutional Investors January 1990 - June 1991
Ocwen Financial Group March 1982 - January 1990
Drexel Burnham Lambert 1977 - 1981
Irving Trust Company 1972 - 1977
Education
University of Minnesota - Carlson School of Management 1969 — 1972
Saint Mary's University of Minnesota 1963 — 1967
BA, Physics
Trevor Stewart Burton & Jacobsen Inc. July 1991 - Present
Mitchell Hutchins Institutional Investors January 1990 - June 1991
Ocwen Financial Group March 1982 - January 1990
Drexel Burnham Lambert 1977 - 1981
Irving Trust Company 1972 - 1977
Education
University of Minnesota - Carlson School of Management 1969 — 1972
Saint Mary's University of Minnesota 1963 — 1967
BA, Physics
Ann Kraus's Irving Trust Company Experience 1979 - 1989
Job Vice President Compensation and Benefits at ABM Industries
Industry Higher Education
Experience
ABM Industries October 2014 - Present
New York University August 2012 - October 2014
Guardian Life Insurance November 2009 - November 2011
The New York Times Company 1997 - 2009
Prudential Insurance 1994 - 1997
Canadian Imperial Bank of Commerce 1989 - 1994
Irving Trust Company 1979 - 1989
Skills
Incentive Programs, Employee Benefits, Compensation, Executive Compensation, Benefits, Job Evaluation, Executive Pay, HRIS, Benefits Administration, Deferred Compensation, Workforce Planning, Performance Management, Succession Planning, Talent Management, Performance Improvement, Compensation Structures, Labor Relations, PeopleSoft, Personnel Management, Benefits Design, Organizational Design, Employee Engagement, Onboarding, Compensation & Benefits..., Sales Compensation, FMLA, Compensation & Benefit, Organizational..., Career Development
Education
Fairleigh Dickinson University 1977 — 1979
MBA, Mangement
William Paterson University of New Jersey 1969 — 1973
ABM Industries October 2014 - Present
New York University August 2012 - October 2014
Guardian Life Insurance November 2009 - November 2011
The New York Times Company 1997 - 2009
Prudential Insurance 1994 - 1997
Canadian Imperial Bank of Commerce 1989 - 1994
Irving Trust Company 1979 - 1989
Skills
Incentive Programs, Employee Benefits, Compensation, Executive Compensation, Benefits, Job Evaluation, Executive Pay, HRIS, Benefits Administration, Deferred Compensation, Workforce Planning, Performance Management, Succession Planning, Talent Management, Performance Improvement, Compensation Structures, Labor Relations, PeopleSoft, Personnel Management, Benefits Design, Organizational Design, Employee Engagement, Onboarding, Compensation & Benefits..., Sales Compensation, FMLA, Compensation & Benefit, Organizational..., Career Development
Education
Fairleigh Dickinson University 1977 — 1979
MBA, Mangement
William Paterson University of New Jersey 1969 — 1973
Tom Weingartner's Irving Trust Company Experience 1981 - 1986
Job Director of Business Administration @ HapagLloyd USA, LLC
Industry Transportation/Trucking/Railroad
Experience
Hapag-Lloyd USA, LLC August 2015 - Present
CSAV (Compañía Sudamericana de Vapores) 2002 - Present
Societe General 2000 - 2002
Swiss Bank Corp 1985 - 2000
Irving Trust Company 1981 - 1986
Skills
Business Process..., Financial Analysis, Risk Management, Financial Risk, Finance, Process Improvement, Portfolio Management, Forecasting, Financial Reporting, Financial Modeling, Sarbanes-Oxley Act, Banking, Mergers & Acquisitions, Corporate Finance, Business Analysis, Business Strategy, Operations Management, Change Management, Management, Auditing, Mergers, Analysis, Restructuring, Cash Management, Accounting, Credit, Due Diligence, Accounts Payable
Education
Pace University - Lubin School of Business 1985 — 1990
BS, Operations Management
Parsippany Hills
Hapag-Lloyd USA, LLC August 2015 - Present
CSAV (Compañía Sudamericana de Vapores) 2002 - Present
Societe General 2000 - 2002
Swiss Bank Corp 1985 - 2000
Irving Trust Company 1981 - 1986
Skills
Business Process..., Financial Analysis, Risk Management, Financial Risk, Finance, Process Improvement, Portfolio Management, Forecasting, Financial Reporting, Financial Modeling, Sarbanes-Oxley Act, Banking, Mergers & Acquisitions, Corporate Finance, Business Analysis, Business Strategy, Operations Management, Change Management, Management, Auditing, Mergers, Analysis, Restructuring, Cash Management, Accounting, Credit, Due Diligence, Accounts Payable
Education
Pace University - Lubin School of Business 1985 — 1990
BS, Operations Management
Parsippany Hills
Stephen Brent Wells's Irving Trust Company Experience November 1977 - December 1980
Job CoFounder, The Solaris Group, LLC
Industry Investment Management
Experience
The Solaris Group, LLC December 2003 - Present
St. Mary's Healthcare System for Children 1974 - 2015
Neuberger Berman Trust Company July 2001 - November 2003
Offitbank March 1994 - August 2001
Gabelli Group March 1993 - March 1994
Golman Sachs & Co, Goldman Sachs Asset Management December 1989 - March 1993
Morgan Stanley & Co, Morgan Stanley Asset Management January 1981 - December 1989
Irving Trust Company November 1977 - December 1980
Cadwalader, Wickersham & Taft LLP November 1973 - November 1977
Davidson Dawson & Clark November 1969 - November 1973
Skills
Investments, Asset Management, Securities, Private Equity, Trusts, Mergers & Acquisitions, Hedge Funds
Education
New York University School of Law
JD
Phillips Academy Andover
Princeton University
BA
The Solaris Group, LLC December 2003 - Present
St. Mary's Healthcare System for Children 1974 - 2015
Neuberger Berman Trust Company July 2001 - November 2003
Offitbank March 1994 - August 2001
Gabelli Group March 1993 - March 1994
Golman Sachs & Co, Goldman Sachs Asset Management December 1989 - March 1993
Morgan Stanley & Co, Morgan Stanley Asset Management January 1981 - December 1989
Irving Trust Company November 1977 - December 1980
Cadwalader, Wickersham & Taft LLP November 1973 - November 1977
Davidson Dawson & Clark November 1969 - November 1973
Skills
Investments, Asset Management, Securities, Private Equity, Trusts, Mergers & Acquisitions, Hedge Funds
Education
New York University School of Law
JD
Phillips Academy Andover
Princeton University
BA
Michael X. Sfinas's Irving Trust Company Experience 1987 - 1989
Job Global Client Manager at Citi
Industry Banking
Experience
Citi Director - Global Client ManagerCiti Transaction Services2005 - Present
Citi February 2000 - Present
Citi February 1990 - Present
Citi 1990 - Present
Citigroup 1990 - Present
Irving Trust Company 1987 - 1989
Skills
Cash Management, Liquidity, Capital Markets, Payments, Electronic Payments, Treasury Management, FX Options, Credit Risk, Treasury, Trade Finance, Derivatives, Financial Risk, Relationship Management, Treasury Services, Fixed Income, Management, Liquidity Management
Education
Stony Brook University 1983 — 1987
BA, Economics, German
High School 1979 — 1983
Citi Director - Global Client ManagerCiti Transaction Services2005 - Present
Citi February 2000 - Present
Citi February 1990 - Present
Citi 1990 - Present
Citigroup 1990 - Present
Irving Trust Company 1987 - 1989
Skills
Cash Management, Liquidity, Capital Markets, Payments, Electronic Payments, Treasury Management, FX Options, Credit Risk, Treasury, Trade Finance, Derivatives, Financial Risk, Relationship Management, Treasury Services, Fixed Income, Management, Liquidity Management
Education
Stony Brook University 1983 — 1987
BA, Economics, German
High School 1979 — 1983
Gordon Green's Irving Trust Company Experience 1972 - 1988
Job Managing Director at The Bank of New York Mellon Retired
Industry Financial Services
Experience
The Bank of New York Mellon July 2007 - Present
BNY Mellon Corporation 2007 - 2009
The Bank of New York November 1988 - 2007
Irving Trust Company 1972 - 1988
Education
The George Washington University - School of Business 1968 — 1970
BBA, Data Processing
The Bank of New York Mellon July 2007 - Present
BNY Mellon Corporation 2007 - 2009
The Bank of New York November 1988 - 2007
Irving Trust Company 1972 - 1988
Education
The George Washington University - School of Business 1968 — 1970
BBA, Data Processing
Felix Roytman's Irving Trust Company Experience May 1979 - November 1979
Job Retired
Industry Banking
Experience
Depository Trust Company March 1994 - April 2000
DTCC 1994 - 2000
Manufacturers Hanover Trust July 1990 - September 1993
American Express May 1988 - April 1990
Chemical Bank 1982 - 1987
American Electric Power November 1980 - November 1982
Irving Trust Company May 1979 - November 1979
Ammann & Whitney August 1978 - May 1979
Skills
French, Foreign Languages
Education
Japan Society 1995 — 1999
Level 10, Japanese Language
New York University 1978 — 1979
Programming: Job Control Language and Operating Systems, Cobol programming, Assembly Language
Chernomorniiproect 1967 — 1970
Post Graduate
Odessa State Marine Academy 1958 — 1963
MS, hydrolics engineering, Majority A, several B
School # 101. Odessa, Ukraile 1946 — 1956
Diploma and Silver Medal, #39 A, 1 B
Pace University
Depository Trust Company March 1994 - April 2000
DTCC 1994 - 2000
Manufacturers Hanover Trust July 1990 - September 1993
American Express May 1988 - April 1990
Chemical Bank 1982 - 1987
American Electric Power November 1980 - November 1982
Irving Trust Company May 1979 - November 1979
Ammann & Whitney August 1978 - May 1979
Skills
French, Foreign Languages
Education
Japan Society 1995 — 1999
Level 10, Japanese Language
New York University 1978 — 1979
Programming: Job Control Language and Operating Systems, Cobol programming, Assembly Language
Chernomorniiproect 1967 — 1970
Post Graduate
Odessa State Marine Academy 1958 — 1963
MS, hydrolics engineering, Majority A, several B
School # 101. Odessa, Ukraile 1946 — 1956
Diploma and Silver Medal, #39 A, 1 B
Pace University
Lou Arkenau's Irving Trust Company Experience 1981 - 1989
Job COH Chief of Happiness at Retired to Golf
Industry Financial Services
Experience
Retired to Golf March 2013 - Present
LRA Consulting October 2011 - Present
Bank of New York Mellon 1981 - 2011
Irving Trust Company 1981 - 1989
Marine Midland Bank (HSBC) 1974 - 1981
Skills
Banking, SDLC, Payments, Cash Management, Vendor Management, Relationship Management, Operations Management, Project Management, Management, Mergers & Acquisitions, Program Management, Business Strategy, Product Management, Change Management, Risk Management, Cross-functional Team..., Leadership, Financial Services, Portfolio Management, Project Planning, Treasury Management, Integration, Lockbox, Software Project..., Budgets, Business Analysis, Project Portfolio..., AML, Disaster Recovery, Data Center, Project Coordination, IT Strategy, General Ledger, Team Management, Strategic Financial..., ACH, Accounts Payable, Accounts Receivable, IT Service Management, Virtualization, Item Processing, System Deployment, Project Implementation, Project Execution, Consolidation, Image Processing, Product Strategy, Image Exchange, Executive Management
Education
Felician College 2000 — 2002
BBA, Business, 3.78
Pace University - Lubin School of Business 1976 — 1979
Retired to Golf March 2013 - Present
LRA Consulting October 2011 - Present
Bank of New York Mellon 1981 - 2011
Irving Trust Company 1981 - 1989
Marine Midland Bank (HSBC) 1974 - 1981
Skills
Banking, SDLC, Payments, Cash Management, Vendor Management, Relationship Management, Operations Management, Project Management, Management, Mergers & Acquisitions, Program Management, Business Strategy, Product Management, Change Management, Risk Management, Cross-functional Team..., Leadership, Financial Services, Portfolio Management, Project Planning, Treasury Management, Integration, Lockbox, Software Project..., Budgets, Business Analysis, Project Portfolio..., AML, Disaster Recovery, Data Center, Project Coordination, IT Strategy, General Ledger, Team Management, Strategic Financial..., ACH, Accounts Payable, Accounts Receivable, IT Service Management, Virtualization, Item Processing, System Deployment, Project Implementation, Project Execution, Consolidation, Image Processing, Product Strategy, Image Exchange, Executive Management
Education
Felician College 2000 — 2002
BBA, Business, 3.78
Pace University - Lubin School of Business 1976 — 1979
Carol Giunta's Irving Trust Company Experience 1980 - 1989
Job Sales person
Industry Financial Services
Experience
McArdles Florist and Garden Center October 2013 - December 2014
The Bank of New York 1989 - 2000
Irving Trust Company 1980 - 1989
Skills
Advertising, Event Planning, Microsoft Excel, Municipal Bonds, Customer Service, Social Media, Fixed Income, Sales, Microsoft Office, Marketing, Public Relations, Event Management, Facebook, Microsoft Word, Marketing Strategy, Fundraising, Marketing Communications, Community Outreach, Strategic Planning, Volunteer Management, Public Speaking, PowerPoint, Leadership, Social Media Marketing
Education
UConn Master Gardening Program (part of cooperative extension system 2013 — 2013
Master Gardening, A
State University of New York College at Plattsburgh 1975 — 1979
McArdles Florist and Garden Center October 2013 - December 2014
The Bank of New York 1989 - 2000
Irving Trust Company 1980 - 1989
Skills
Advertising, Event Planning, Microsoft Excel, Municipal Bonds, Customer Service, Social Media, Fixed Income, Sales, Microsoft Office, Marketing, Public Relations, Event Management, Facebook, Microsoft Word, Marketing Strategy, Fundraising, Marketing Communications, Community Outreach, Strategic Planning, Volunteer Management, Public Speaking, PowerPoint, Leadership, Social Media Marketing
Education
UConn Master Gardening Program (part of cooperative extension system 2013 — 2013
Master Gardening, A
State University of New York College at Plattsburgh 1975 — 1979
Richard Rothschild's Irving Trust Company Experience February 1980 - June 1986
Job Financial Advisor at Merrill Lynch
Industry Banking
Experience
Merrill Lynch September 2012 - Present
RBC Capital Markets June 2008 - September 2011
Citigroup June 1986 - January 2008
Irving Trust Company February 1980 - June 1986
Skills
Syndications, Capital Markets, Fixed Income, High Yield, Leveraged Finance, Investment Banking, Structured Finance, Credit, Securitization, Loan Origination, Financial Structuring, Structured Products, Bonds, Credit Analysis, Emerging Markets, Project Finance, Portfolio Management, Finance, Trading, Private Equity, Alternative Investments, Equities, Bloomberg, Derivatives, Valuation, Corporate Finance, Hedge Funds, LBO, Credit Risk
Education
Fairleigh Dickinson University 1981 — 1985
MBA, Finance
William & Mary 1975 — 1979
BBA, Management
Merrill Lynch September 2012 - Present
RBC Capital Markets June 2008 - September 2011
Citigroup June 1986 - January 2008
Irving Trust Company February 1980 - June 1986
Skills
Syndications, Capital Markets, Fixed Income, High Yield, Leveraged Finance, Investment Banking, Structured Finance, Credit, Securitization, Loan Origination, Financial Structuring, Structured Products, Bonds, Credit Analysis, Emerging Markets, Project Finance, Portfolio Management, Finance, Trading, Private Equity, Alternative Investments, Equities, Bloomberg, Derivatives, Valuation, Corporate Finance, Hedge Funds, LBO, Credit Risk
Education
Fairleigh Dickinson University 1981 — 1985
MBA, Finance
William & Mary 1975 — 1979
BBA, Management
Victoria Martha's Irving Trust Company Experience 1971 - January 1976
Job Administrative Director at Altos de Chavon Cultural Center Foundation
Industry Design
Experience
Altos de Chavon Cultural Center Foundation June 1983 - Present
Irving Trust Company 1971 - January 1976
Education
New York University 1986 — 1988
Altos de Chavon Cultural Center Foundation June 1983 - Present
Irving Trust Company 1971 - January 1976
Education
New York University 1986 — 1988
Andrew Conover Burns's Irving Trust Company Experience 1978 - 1982
Job Hamilton Point Investment Advisors,LLC
Industry Investment Management
Experience
Hamilton Point Investment Advisors,LLC September 2007 - Present
Strategic Investment Advisors July 1992 - April 2007
Wheat First Securities 1986 - 1992
Legacy Wachovia Bank 1981 - 1986
Irving Trust Company 1978 - 1982
Education
Hamilton College 1974 — 1978
Bachelor of Arts (B.A.), Economics
Clinton New York
Clinton New York
Clinton New york
Hamilton Point Investment Advisors,LLC September 2007 - Present
Strategic Investment Advisors July 1992 - April 2007
Wheat First Securities 1986 - 1992
Legacy Wachovia Bank 1981 - 1986
Irving Trust Company 1978 - 1982
Education
Hamilton College 1974 — 1978
Bachelor of Arts (B.A.), Economics
Clinton New York
Clinton New York
Clinton New york
Richard Pace's Irving Trust Company Experience 1973 - 1989
Job President at Oratorio Society of New York
Industry Nonprofit Organization Management
Experience
Oratorio Society of New York September 1978 - Present
The Bank of New York March 1985 - June 2002
The Bank of New York Mellon 1988 - 2002
Irving Trust Company 1973 - 1989
Bankers Trust 1983 - 1985
Skills
IT Strategy
Education
City University of New York City College 1966 — 1967
Oratorio Society of New York September 1978 - Present
The Bank of New York March 1985 - June 2002
The Bank of New York Mellon 1988 - 2002
Irving Trust Company 1973 - 1989
Bankers Trust 1983 - 1985
Skills
IT Strategy
Education
City University of New York City College 1966 — 1967
Chester Lustgarten's Irving Trust Company Experience January 1982 - September 1990
Job Independent Legal Services Professional
Industry Legal Services
Experience
Irving Trust Company January 1982 - September 1990
Education
New York University School of Law 1973 — 1976
JD, Law
Columbia University in the City of New York 1964 — 1968
BA, Politicial Science
Irving Trust Company January 1982 - September 1990
Education
New York University School of Law 1973 — 1976
JD, Law
Columbia University in the City of New York 1964 — 1968
BA, Politicial Science
Joe Sarbinowski's Irving Trust Company Experience 1987 - 1989
Job Global Head, Institutional Liquidity Management Distribution,Managing Director at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management Global Head, Institutional Liquidity Management DistributionDeAM2006 - Present
Deutsche Bank 1989 - Present
Bankers Trust Company 1989 - 1999
Irving Trust Company 1987 - 1989
Education
Columbia University - Columbia Business School 1995 — 1997
Master of Business Administration (MBA)
Cornell University 1983 — 1987
Bachelor of Science, Business Management and Applied Economics
Deutsche Asset Management Global Head, Institutional Liquidity Management DistributionDeAM2006 - Present
Deutsche Bank 1989 - Present
Bankers Trust Company 1989 - 1999
Irving Trust Company 1987 - 1989
Education
Columbia University - Columbia Business School 1995 — 1997
Master of Business Administration (MBA)
Cornell University 1983 — 1987
Bachelor of Science, Business Management and Applied Economics
Linda Paige's Irving Trust Company Experience 1980 - 1990
Job at Career Management Consultants
Industry Professional Training & Coaching
Experience
The Transition Network 2010 - Present
Career Management Consultants January 2009 - Present
The Bank of New York 1990 - 2008
Irving Trust Company 1980 - 1990
Skills
Training, Strategic Planning, Financial Services, Career Development, Performance Management, Human Resources, Team Leadership, Social Networking, Talent Management, Employee Relations, Management, Leadership, Employee Benefits, Staff Development, Executive Coaching, Strategy, Coaching, Organizational..., Employee Engagement, Workshop Facilitation, Career Counseling, Employee Training, Resume Writing
Education
University of Wisconsin-Madison
transferred, Liberal Arts
New York University
BA, English/Philosophy
Teachers College of Columbia University
MA, Education
The Transition Network 2010 - Present
Career Management Consultants January 2009 - Present
The Bank of New York 1990 - 2008
Irving Trust Company 1980 - 1990
Skills
Training, Strategic Planning, Financial Services, Career Development, Performance Management, Human Resources, Team Leadership, Social Networking, Talent Management, Employee Relations, Management, Leadership, Employee Benefits, Staff Development, Executive Coaching, Strategy, Coaching, Organizational..., Employee Engagement, Workshop Facilitation, Career Counseling, Employee Training, Resume Writing
Education
University of Wisconsin-Madison
transferred, Liberal Arts
New York University
BA, English/Philosophy
Teachers College of Columbia University
MA, Education
Timothy Kilduff's Irving Trust Company Experience 1985 - 1986
Job Financial Services Professional
Industry Financial Services
Experience
Douglas Elliman Property Management March 2012 - Present
The Bank of New York Mellon July 2008 - December 2011
Citi 2007 - 2008
Citi 1997 - 2007
The Bank of New York 1986 - 1997
Irving Trust Company 1985 - 1986
Donaldson, Lufkin & Jenrette 1984 - 1985
Federbush, Semel & Cardello 1983 - 1984
Skills
Banking, Investments, Securities, Cross Selling, Business Relationship..., ERISA, Global Custody, Client Relationship..., Relationship Management, CRM, Strategy, Financial Services, Business Development, Capital Markets, Management
Education
Manhattan College 1987 — 1989
Master of Business Administration, Finance
Saint John's University - Peter J. Tobin College of Business 1978 — 1982
Bachelor of Science, Management
Douglas Elliman Property Management March 2012 - Present
The Bank of New York Mellon July 2008 - December 2011
Citi 2007 - 2008
Citi 1997 - 2007
The Bank of New York 1986 - 1997
Irving Trust Company 1985 - 1986
Donaldson, Lufkin & Jenrette 1984 - 1985
Federbush, Semel & Cardello 1983 - 1984
Skills
Banking, Investments, Securities, Cross Selling, Business Relationship..., ERISA, Global Custody, Client Relationship..., Relationship Management, CRM, Strategy, Financial Services, Business Development, Capital Markets, Management
Education
Manhattan College 1987 — 1989
Master of Business Administration, Finance
Saint John's University - Peter J. Tobin College of Business 1978 — 1982
Bachelor of Science, Management
Lawrence SooHoo's Irving Trust Company Experience June 1983 - May 1986
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 1986 - Present
Deutsche Bank November 1999 - May 2002
Banc of America Securities July 1998 - November 1999
Morgan Stanley July 1986 - July 1998
New York University 1983 - 1988
Irving Trust Company June 1983 - May 1986
Skills
Fixed Income, Equities, Financial Services, Securities, Management, Hedge Funds, Capital Markets, Derivatives, Business Analysis, Risk Management
Education
New York University 1982 — 1986
Bachelor of Science, Finance and Marketing
Oceanside Senior High School 1978 — 1982
Morgan Stanley July 1986 - Present
Deutsche Bank November 1999 - May 2002
Banc of America Securities July 1998 - November 1999
Morgan Stanley July 1986 - July 1998
New York University 1983 - 1988
Irving Trust Company June 1983 - May 1986
Skills
Fixed Income, Equities, Financial Services, Securities, Management, Hedge Funds, Capital Markets, Derivatives, Business Analysis, Risk Management
Education
New York University 1982 — 1986
Bachelor of Science, Finance and Marketing
Oceanside Senior High School 1978 — 1982
Leslie Puth's Irving Trust Company Experience June 1984 - August 1985
Job Senior Director, Resource Development at Accion
Industry Nonprofit Organization Management
Experience
Accion November 2012 - Present
Banque Indosuez June 1987 - June 1991
Credit Suisse September 1985 - June 1987
Irving Trust Company June 1984 - August 1985
Bank of New England June 1980 - May 1984
Skills
Fundraising, Event Planning, Non-profit Experience, Business Management, Strategic Planning, Client Services, Quantitative Analysis, Microfinance, Non-profits
Education
Tufts University - The Fletcher School of Law and Diplomacy 2009 — 2011
MALD, Development Economics and South Asia Studies
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Wellesley College 1976 — 1980
BA, Economics and French
Accion November 2012 - Present
Banque Indosuez June 1987 - June 1991
Credit Suisse September 1985 - June 1987
Irving Trust Company June 1984 - August 1985
Bank of New England June 1980 - May 1984
Skills
Fundraising, Event Planning, Non-profit Experience, Business Management, Strategic Planning, Client Services, Quantitative Analysis, Microfinance, Non-profits
Education
Tufts University - The Fletcher School of Law and Diplomacy 2009 — 2011
MALD, Development Economics and South Asia Studies
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Wellesley College 1976 — 1980
BA, Economics and French
Alice Dear's Irving Trust Company Experience September 1977 - April 1989
Job Africafocused International Business Consultant
Industry Financial Services
Experience
A.M. Dear & Associates September 2000 - Present
Unique Afrique, Inc. June 2006 - June 2015
Preod Corporation June 2008 - July 2009
Africa Millennium Fund LLC January 2001 - December 2003
The African Development Bank February 1994 - January 2000
Irving Trust Company September 1977 - April 1989
Pan American World Airways July 1969 - May 1977
Skills
Management Consulting, Financial Services, Credit, Entrepreneurship, Investments, Portfolio Management, Strategy, Economic Development, Private Equity, Banking, Africa, Public Speaking, Due Diligence, Nonprofits, International Relations, Non-profits, Program Management, Loans, Research, International..., Corporate Law, Finance, Business Strategy, Politics, Policy, Negotiation, Strategic Communications, Marketing, Emerging Markets, Strategic Planning, Business Planning, Executive Search, Executive Management, Small Business, Public/private..., Venture Capital, Strategic Partnerships, Social Entrepreneurship, Funding, Organizational..., Grants, Fundraising, Community Development, Corporate Social..., Mergers & Acquisitions, Project Finance, Economics, International Business, Financial Structuring, Latin America
Education
Pace University - Lubin School of Business 1975 — 1977
MBA, Financial Management
Howard University 1965 — 1969
B.A., Sociology, anthropology
A.M. Dear & Associates September 2000 - Present
Unique Afrique, Inc. June 2006 - June 2015
Preod Corporation June 2008 - July 2009
Africa Millennium Fund LLC January 2001 - December 2003
The African Development Bank February 1994 - January 2000
Irving Trust Company September 1977 - April 1989
Pan American World Airways July 1969 - May 1977
Skills
Management Consulting, Financial Services, Credit, Entrepreneurship, Investments, Portfolio Management, Strategy, Economic Development, Private Equity, Banking, Africa, Public Speaking, Due Diligence, Nonprofits, International Relations, Non-profits, Program Management, Loans, Research, International..., Corporate Law, Finance, Business Strategy, Politics, Policy, Negotiation, Strategic Communications, Marketing, Emerging Markets, Strategic Planning, Business Planning, Executive Search, Executive Management, Small Business, Public/private..., Venture Capital, Strategic Partnerships, Social Entrepreneurship, Funding, Organizational..., Grants, Fundraising, Community Development, Corporate Social..., Mergers & Acquisitions, Project Finance, Economics, International Business, Financial Structuring, Latin America
Education
Pace University - Lubin School of Business 1975 — 1977
MBA, Financial Management
Howard University 1965 — 1969
B.A., Sociology, anthropology
Barbara J. Rose's Irving Trust Company Experience May 1969 - December 1979
Job Sales Associate at C. Brenner Inc
Industry Real Estate
Experience
C. Brenner Inc May 2015 - Present
FDIC September 2010 - April 2014
Rose Financial Advisory Corporation August 2003 - October 2010
Bank of America January 1998 - July 2003
Barnett Bank September 1991 - January 1998
Barnett Bank September 1985 - August 1991
Chemical Bank January 1980 - August 1985
Irving Trust Company May 1969 - December 1979
Skills
Loans, Credit Analysis, Mortgage Lending, Commercial Lending, Affordable Housing, Asset Managment, Banking, Strategic Planning, Risk Management, Credit, Non-profits, Commercial Banking, Coaching, Community Development, Securities, Nonprofits, Non-profit Consulting, Small Business Lending, Asset Management, Portfolio Management, Financial Analysis, Leadership, Real Estate, Investments, Commercial Real Estate, Mergers & Acquisitions, Financial Structuring, Underwriting, Loan Origination, Small Business, Real Estate Economics, Due Diligence, Commercial Mortgages, Financial Risk, Credit Risk, Policy, Real Estate Financing, Financial Institutions, Loss Mitigation, Consumer Lending, Loan Servicing, Financial Services, Mortgage Banking, Lines Of Credit, Cash Management, Executive Management, Treasury Management
Education
Fordham Gabelli School of Business 1973 — 1976
MBA, Finance
Dickinson College 1965 — 1969
BA, English
C. Brenner Inc May 2015 - Present
FDIC September 2010 - April 2014
Rose Financial Advisory Corporation August 2003 - October 2010
Bank of America January 1998 - July 2003
Barnett Bank September 1991 - January 1998
Barnett Bank September 1985 - August 1991
Chemical Bank January 1980 - August 1985
Irving Trust Company May 1969 - December 1979
Skills
Loans, Credit Analysis, Mortgage Lending, Commercial Lending, Affordable Housing, Asset Managment, Banking, Strategic Planning, Risk Management, Credit, Non-profits, Commercial Banking, Coaching, Community Development, Securities, Nonprofits, Non-profit Consulting, Small Business Lending, Asset Management, Portfolio Management, Financial Analysis, Leadership, Real Estate, Investments, Commercial Real Estate, Mergers & Acquisitions, Financial Structuring, Underwriting, Loan Origination, Small Business, Real Estate Economics, Due Diligence, Commercial Mortgages, Financial Risk, Credit Risk, Policy, Real Estate Financing, Financial Institutions, Loss Mitigation, Consumer Lending, Loan Servicing, Financial Services, Mortgage Banking, Lines Of Credit, Cash Management, Executive Management, Treasury Management
Education
Fordham Gabelli School of Business 1973 — 1976
MBA, Finance
Dickinson College 1965 — 1969
BA, English
Susan Stang's Irving Trust Company Experience October 1985 - November 1987
Job Sales/relationship management oriented portfolio manager/analyst
Industry Investment Management
Experience
Bernstein Global Wealth Management September 2007 - Present
Neuberger Berman May 1996 - August 1999
Wertheim Schroeder March 1995 - March 1996
Morgan Stanley November 1992 - March 1995
Canadian Imperial Bank of Commerce November 1987 - November 1992
Irving Trust Company October 1985 - November 1987
Education
The Tuck School of Business at Dartmouth 2006 — 2006
Exec Ed, "Back in Business" program
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA, Finance
Smith College 1981 — 1985
BA, Economics
Bernstein Global Wealth Management September 2007 - Present
Neuberger Berman May 1996 - August 1999
Wertheim Schroeder March 1995 - March 1996
Morgan Stanley November 1992 - March 1995
Canadian Imperial Bank of Commerce November 1987 - November 1992
Irving Trust Company October 1985 - November 1987
Education
The Tuck School of Business at Dartmouth 2006 — 2006
Exec Ed, "Back in Business" program
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA, Finance
Smith College 1981 — 1985
BA, Economics
Joel Aresco's Irving Trust Company Experience September 1983 - September 1986
Job Senior Risk Management Specialist at FDIC
Industry Financial Services
Experience
Northwestern Mutual June 2009 - August 2012
UBS Investment Bank April 1991 - May 2008
Salomon Brothers September 1986 - April 1991
Irving Trust Company September 1983 - September 1986
Skills
Insurance, Investment Banking, Fixed Income, FINRA, Capital Markets, Finance, Risk Management, Securities, Investments, Portfolio Management, Wealth Management, Hedge Funds, Series 7, Alternative Investments, Asset Management, Derivatives
Education
Fordham Gabelli School of Business 1988 — 1992
MBA
Fairfield University 1979 — 1983
BS, Finance
Northwestern Mutual June 2009 - August 2012
UBS Investment Bank April 1991 - May 2008
Salomon Brothers September 1986 - April 1991
Irving Trust Company September 1983 - September 1986
Skills
Insurance, Investment Banking, Fixed Income, FINRA, Capital Markets, Finance, Risk Management, Securities, Investments, Portfolio Management, Wealth Management, Hedge Funds, Series 7, Alternative Investments, Asset Management, Derivatives
Education
Fordham Gabelli School of Business 1988 — 1992
MBA
Fairfield University 1979 — 1983
BS, Finance
Debra Bruno's Irving Trust Company Experience 1976 - 1989
Job Banking Professional
Industry Banking
Experience
BD Consulting Group LLC 2011 - 2012
Viansa Winery and Marketplace 2010 - 2010
Bank of America 2003 - 2008
Bank of America 1999 - 2003
Bank of America 1998 - 1999
Bank of America 1989 - 1997
Irving Trust Company 1976 - 1989
Skills
Banking, Operations Management, Cash Management, Operational Risk, Global Custody, Mergers and Transitions, Risk Management, Treasury Management, Back Office, Global Sourcing, Foreign Exchange...
Education
Nazareth College 1974 — 1976
Liberal Arts and Sciences/Liberal Studies
BD Consulting Group LLC 2011 - 2012
Viansa Winery and Marketplace 2010 - 2010
Bank of America 2003 - 2008
Bank of America 1999 - 2003
Bank of America 1998 - 1999
Bank of America 1989 - 1997
Irving Trust Company 1976 - 1989
Skills
Banking, Operations Management, Cash Management, Operational Risk, Global Custody, Mergers and Transitions, Risk Management, Treasury Management, Back Office, Global Sourcing, Foreign Exchange...
Education
Nazareth College 1974 — 1976
Liberal Arts and Sciences/Liberal Studies
Craig Fertel's Irving Trust Company Experience 1982 - 1989
Job Managing Director at Janney Montgomery Scott
Industry Capital Markets
Experience
Janney Montgomery Scott June 2008 - Present
C-Squared Advisors LLC June 2006 - June 2008
Janney Montgomery Scott June 1993 - June 2006
Provident National Bank (PNC) 1989 - 1993
Irving Trust Company 1982 - 1989
Skills
Fixed Income, Capital Markets, Equities, Portfolio Management, Securities, Investments, Asset Managment, Investment Banking, Derivatives, Wealth Management, Valuation, Financial Modeling, Private Equity, Banking, Structured Finance, Trading, Loans, Bloomberg, Alternative Investments, Mutual Funds, Asset Management
Education
Boston University Questrom School of Business
BSBA, Finance/Economics
Janney Montgomery Scott June 2008 - Present
C-Squared Advisors LLC June 2006 - June 2008
Janney Montgomery Scott June 1993 - June 2006
Provident National Bank (PNC) 1989 - 1993
Irving Trust Company 1982 - 1989
Skills
Fixed Income, Capital Markets, Equities, Portfolio Management, Securities, Investments, Asset Managment, Investment Banking, Derivatives, Wealth Management, Valuation, Financial Modeling, Private Equity, Banking, Structured Finance, Trading, Loans, Bloomberg, Alternative Investments, Mutual Funds, Asset Management
Education
Boston University Questrom School of Business
BSBA, Finance/Economics
Howard Hoffmann's Irving Trust Company Experience July 1977 - April 1980
Job Managing Partner De Novo Perspectives
Industry Management Consulting
Experience
De Novo Perspectives September 2008 - Present
American Discovery March 2014 - Present
Hickey Smith LLP January 2014 - Present
Nightingale & Associates, LLC May 1990 - August 2008
Hesa, Inc. September 1987 - April 1990
Vendor Funding Co., Inc. July 1984 - February 1987
Bank of America May 1980 - June 1984
Irving Trust Company July 1977 - April 1980
Skills
Mergers, Strategic Planning, Team Building, Process Improvement, Budgets, Operations Management, Change Management, Cross-functional Team..., Executive Management, Financial Analysis, New Business Development, Audit Committee, Board of Director..., Turnaround Experience, Operational Turnaround, Value Creation, Mergers & Acquisitions, Leadership, Board of Directors, Marketing, Investments, Logistics, Management, Private Equity, Risk Management, Acquisition Integration, Turn Around Management, Negotiation, Start-ups, Management Consulting
Education
Wharton School, University of Pennsylvania
Master of Business Administration
UCSB
Bachelor of Arts (B.A.), Mathematics and Economics
De Novo Perspectives September 2008 - Present
American Discovery March 2014 - Present
Hickey Smith LLP January 2014 - Present
Nightingale & Associates, LLC May 1990 - August 2008
Hesa, Inc. September 1987 - April 1990
Vendor Funding Co., Inc. July 1984 - February 1987
Bank of America May 1980 - June 1984
Irving Trust Company July 1977 - April 1980
Skills
Mergers, Strategic Planning, Team Building, Process Improvement, Budgets, Operations Management, Change Management, Cross-functional Team..., Executive Management, Financial Analysis, New Business Development, Audit Committee, Board of Director..., Turnaround Experience, Operational Turnaround, Value Creation, Mergers & Acquisitions, Leadership, Board of Directors, Marketing, Investments, Logistics, Management, Private Equity, Risk Management, Acquisition Integration, Turn Around Management, Negotiation, Start-ups, Management Consulting
Education
Wharton School, University of Pennsylvania
Master of Business Administration
UCSB
Bachelor of Arts (B.A.), Mathematics and Economics
Brian K. Finneran's Irving Trust Company Experience 1989 - 1989
Job EVP & Chief Financial Officer at Suffolk County National Bank
Industry Banking
Experience
Suffolk Bancorp / Suffolk County National Bank (NASDAQ: SUBK) February 2012 - Present
State Bancorp / State Bank of Long Island (NASDAQ: STBC) 1990 - January 2012
National Westminster Bank USA 1989 - 1990
Irving Trust Company 1989 - 1989
Irving Trust Company 1986 - 1988
Irving Bank Corporation 1979 - 1985
Skills
Credit, Banking, Commercial Banking, Loans, Cash Management, Credit Analysis, Strategic Planning, Financial Analysis, Risk Management, Portfolio Management, Leadership, Commercial Lending, Financial Reporting, Investments, Due Diligence, Strategic Financial..., Managerial Finance, Treasury Management, Interest Rate Risk..., Financial Risk, Valuation, Financial Modeling, Investment Banking, Executive Management, Mergers & Acquisitions, Finance, Auditing, Accounting, Small Business Lending, Management, Underwriting, Asset Managment, Capital Markets, Financial Services, Corporate Finance, Mortgage Lending, Credit Risk, Asset Management, Retail Banking, Commercial Mortgages, Financial Structuring, Lines Of Credit, Private Equity, Structured Finance, Restructuring, Asset Based Lending, Fixed Income, Financial Institutions, Enterprise Risk..., Equities
Education
ABA Stonier Graduate School of Banking
Advanced Banking Degree
Bank Administration Institute 2002 — 2002
Certified Risk Professional
Pace University - Lubin School of Business 1979 — 1981
MBA, Finance, Graduated With Distinction
City University of New York-Baruch College 1975 — 1979
BBA, Finance, Graduated Cum Laude
Newtown HS
Newtown HS
Suffolk Bancorp / Suffolk County National Bank (NASDAQ: SUBK) February 2012 - Present
State Bancorp / State Bank of Long Island (NASDAQ: STBC) 1990 - January 2012
National Westminster Bank USA 1989 - 1990
Irving Trust Company 1989 - 1989
Irving Trust Company 1986 - 1988
Irving Bank Corporation 1979 - 1985
Skills
Credit, Banking, Commercial Banking, Loans, Cash Management, Credit Analysis, Strategic Planning, Financial Analysis, Risk Management, Portfolio Management, Leadership, Commercial Lending, Financial Reporting, Investments, Due Diligence, Strategic Financial..., Managerial Finance, Treasury Management, Interest Rate Risk..., Financial Risk, Valuation, Financial Modeling, Investment Banking, Executive Management, Mergers & Acquisitions, Finance, Auditing, Accounting, Small Business Lending, Management, Underwriting, Asset Managment, Capital Markets, Financial Services, Corporate Finance, Mortgage Lending, Credit Risk, Asset Management, Retail Banking, Commercial Mortgages, Financial Structuring, Lines Of Credit, Private Equity, Structured Finance, Restructuring, Asset Based Lending, Fixed Income, Financial Institutions, Enterprise Risk..., Equities
Education
ABA Stonier Graduate School of Banking
Advanced Banking Degree
Bank Administration Institute 2002 — 2002
Certified Risk Professional
Pace University - Lubin School of Business 1979 — 1981
MBA, Finance, Graduated With Distinction
City University of New York-Baruch College 1975 — 1979
BBA, Finance, Graduated Cum Laude
Newtown HS
Newtown HS
Susan Valenti's Irving Trust Company Experience January 1984 - January 1987
Job Vice President at Wells Fargo
Industry Banking
Experience
Wachovia/Wells Fargo January 2002 - Present
First Union/Wachovia January 1998 - January 2002
Wachovia December 1993 - December 1998
First Union January 1993 - January 1998
First Union January 1990 - July 1993
First Union July 1987 - December 1990
Irving Trust Company January 1984 - January 1987
Skills
Banking, Risk Management, Financial Risk, Analysis, Finance, Credit
Education
Seton Hall University 1985 — 1986
Wake Forest University 1980 — 1984
B.S., Business
Wake Forest University 1980 — 1984
Bachelor of Science, Business
Wake Forest University
Wachovia/Wells Fargo January 2002 - Present
First Union/Wachovia January 1998 - January 2002
Wachovia December 1993 - December 1998
First Union January 1993 - January 1998
First Union January 1990 - July 1993
First Union July 1987 - December 1990
Irving Trust Company January 1984 - January 1987
Skills
Banking, Risk Management, Financial Risk, Analysis, Finance, Credit
Education
Seton Hall University 1985 — 1986
Wake Forest University 1980 — 1984
B.S., Business
Wake Forest University 1980 — 1984
Bachelor of Science, Business
Wake Forest University
Bruce Gomes's Irving Trust Company Experience 1972 - 1988
Job Vice President at Bank of New York Mellon
Industry Information Technology and Services
Experience
Bank of New York Mellon Strategic PlannerBank of NY Mellon2009 - Present
Bank of NY 1988 - Present
BNY Mellon 1988 - Present
Irving Trust Company 1972 - 1988
Skills
SDLC, PMO, ITIL, Business Continuity, Banking, Disaster Recovery, Risk Management, Business Analysis, Program Management, IT Management, Project Management, Derivatives, Vendor Management, Integration, IT Strategy, PMP, Fixed Income, Asset Management, Capital Markets, Enterprise Architecture, Cash Management, Portfolio Management, COBOL, Collateral Management, Securities, Bloomberg, Financial Services, Requirements Analysis, Change Management, Equities, Mainframe, Corporate Trust, Data Center, Process Improvement, AML, Hedge Funds, Financial Risk, Trading Systems, DB2, Governance, Project Portfolio..., Strategy, Middle Office, Requirements Gathering, Outsourcing, Electronic Trading, Business Requirements, Project Delivery, Market Data, Relationship Management
Education
Fordham University
Bachelor of Science (B.Sc.)
Fordham University
Master of Business Administration (M.B.A.)
Stuyvesant High School
Bank of New York Mellon Strategic PlannerBank of NY Mellon2009 - Present
Bank of NY 1988 - Present
BNY Mellon 1988 - Present
Irving Trust Company 1972 - 1988
Skills
SDLC, PMO, ITIL, Business Continuity, Banking, Disaster Recovery, Risk Management, Business Analysis, Program Management, IT Management, Project Management, Derivatives, Vendor Management, Integration, IT Strategy, PMP, Fixed Income, Asset Management, Capital Markets, Enterprise Architecture, Cash Management, Portfolio Management, COBOL, Collateral Management, Securities, Bloomberg, Financial Services, Requirements Analysis, Change Management, Equities, Mainframe, Corporate Trust, Data Center, Process Improvement, AML, Hedge Funds, Financial Risk, Trading Systems, DB2, Governance, Project Portfolio..., Strategy, Middle Office, Requirements Gathering, Outsourcing, Electronic Trading, Business Requirements, Project Delivery, Market Data, Relationship Management
Education
Fordham University
Bachelor of Science (B.Sc.)
Fordham University
Master of Business Administration (M.B.A.)
Stuyvesant High School
Frank Primeggia's Irving Trust Company Experience 1986 - 1989
Job Director Chief Controls Office at Barclays Investment Bank
Industry Banking
Experience
Barclays Investment Bank April 2015 - Present
RBS April 2011 - April 2015
RBS Markets & International Banking May 2005 - April 2015
Societe Generale September 2004 - May 2005
Lehman Brothers January 1994 - September 2004
Federal Home Loan Bank of NY 1989 - 1993
Top Secret 1982 - 1992
Irving Trust Company 1986 - 1989
Bank of NY 1986 - 1989
NYC DOT 1981 - 1986
Skills
Capital Markets, Investment Banking, AML, Banking, Basel II, Derivatives, Market Risk, OFAC, Financial Risk, Credit, KYC, Fixed Income, Risk Management, Structured Finance, Credit Risk, Operational Risk, Financial Modeling, Asset Managment, Financial Analysis, Due Diligence, Securities, Operational Risk..., Hedge Funds, Internal Controls, Auditing, FX Options, Financial Services, Equities, Asset Management, Anti Money Laundering
Education
Pace University 1983 — 1986
BBA, General Business
Saint John's University 1981 — 1982
Barclays Investment Bank April 2015 - Present
RBS April 2011 - April 2015
RBS Markets & International Banking May 2005 - April 2015
Societe Generale September 2004 - May 2005
Lehman Brothers January 1994 - September 2004
Federal Home Loan Bank of NY 1989 - 1993
Top Secret 1982 - 1992
Irving Trust Company 1986 - 1989
Bank of NY 1986 - 1989
NYC DOT 1981 - 1986
Skills
Capital Markets, Investment Banking, AML, Banking, Basel II, Derivatives, Market Risk, OFAC, Financial Risk, Credit, KYC, Fixed Income, Risk Management, Structured Finance, Credit Risk, Operational Risk, Financial Modeling, Asset Managment, Financial Analysis, Due Diligence, Securities, Operational Risk..., Hedge Funds, Internal Controls, Auditing, FX Options, Financial Services, Equities, Asset Management, Anti Money Laundering
Education
Pace University 1983 — 1986
BBA, General Business
Saint John's University 1981 — 1982
D. Mark DeWalch's Irving Trust Company Experience January 1986 - October 1987
Job Executive Vice President and CoOwner of DeWalch Technologies
Industry Mechanical or Industrial Engineering
Experience
DeWalch Technologies, Inc. Board MemberBlack Stone Minerals Company, L.P.2009 - Present
Neighborhood Centers Inc. 2004 - Present
Daniel & Edith Ripley Foundation 2001 - Present
The Junior League of Houston, Inc. 2006 - Present
Irving Trust Company January 1986 - October 1987
Skills
Strategic Planning, Business Development, Mergers, Product Development, Biotechnology, Negotiation, Business Strategy, Operations Management, Lean Manufacturing, Process Improvement, Due Diligence, Sales Management, Mergers & Acquisitions, New Business Development
Education
The University of Texas at Austin 1984 — 1985
Master of Business Administration (M.B.A.), Accounting and Finance
The University of Texas at Austin 1980 — 1984
Bachelor of Business Administration (BBA), Finance, General
DeWalch Technologies, Inc. Board MemberBlack Stone Minerals Company, L.P.2009 - Present
Neighborhood Centers Inc. 2004 - Present
Daniel & Edith Ripley Foundation 2001 - Present
The Junior League of Houston, Inc. 2006 - Present
Irving Trust Company January 1986 - October 1987
Skills
Strategic Planning, Business Development, Mergers, Product Development, Biotechnology, Negotiation, Business Strategy, Operations Management, Lean Manufacturing, Process Improvement, Due Diligence, Sales Management, Mergers & Acquisitions, New Business Development
Education
The University of Texas at Austin 1984 — 1985
Master of Business Administration (M.B.A.), Accounting and Finance
The University of Texas at Austin 1980 — 1984
Bachelor of Business Administration (BBA), Finance, General
Frank McGrane's Irving Trust Company Experience July 1986 - June 1989
Job Executive Vice President at Citizens Bank
Industry Banking
Experience
RBS Citizens November 1992 - Present
Chemical Bank of New Jersey June 1989 - October 1992
Irving Trust Company July 1986 - June 1989
Skills
Commercial Banking, Commercial Lending, Banking, Credit, Credit Risk, Portfolio Management, Small Business Lending, Loans, Due Diligence, Mergers & Acquisitions, Risk Management, Private Equity, Credit Analysis, Capital Markets, Retail Banking, Financial Risk, Cash Management, Consumer Lending, Loan Origination, Financial Services, Treasury Management
Education
University of Notre Dame 1984 — 1986
MBA, Finance
King's College 1980 — 1984
B.S., Computers & Information Systems
RBS Citizens November 1992 - Present
Chemical Bank of New Jersey June 1989 - October 1992
Irving Trust Company July 1986 - June 1989
Skills
Commercial Banking, Commercial Lending, Banking, Credit, Credit Risk, Portfolio Management, Small Business Lending, Loans, Due Diligence, Mergers & Acquisitions, Risk Management, Private Equity, Credit Analysis, Capital Markets, Retail Banking, Financial Risk, Cash Management, Consumer Lending, Loan Origination, Financial Services, Treasury Management
Education
University of Notre Dame 1984 — 1986
MBA, Finance
King's College 1980 — 1984
B.S., Computers & Information Systems
Matthew Bauer's Irving Trust Company Experience 1982 - 1987
Job Senior Manager at International Finance Corporation
Industry Banking
Experience
International Finance Corporation March 1999 - Present
InfrastructureWorld 2001 - 2002
InfrastructureWorld 2001 - 2002
Credit Suisse/Credit Suisse First Boston April 1987 - July 1998
Credit Suisse 1987 - 1998
Irving Trust Company 1982 - 1987
Skills
Financial Institutions, Credit, Loans, Project Finance, Emerging Markets, International Finance, Debt, Structuring, Latin America, Corporate Finance, Portfolio Management, Asset Management, Restructuring, Banking, Financial Structuring
Education
Columbia University - School of International and Public Affairs 1980 — 1982
M.I.A., International Political Economy
Brown University 1975 — 1979
B.A., International Relations
The Roxbury Latin School 1971 — 1975
HS
International Finance Corporation March 1999 - Present
InfrastructureWorld 2001 - 2002
InfrastructureWorld 2001 - 2002
Credit Suisse/Credit Suisse First Boston April 1987 - July 1998
Credit Suisse 1987 - 1998
Irving Trust Company 1982 - 1987
Skills
Financial Institutions, Credit, Loans, Project Finance, Emerging Markets, International Finance, Debt, Structuring, Latin America, Corporate Finance, Portfolio Management, Asset Management, Restructuring, Banking, Financial Structuring
Education
Columbia University - School of International and Public Affairs 1980 — 1982
M.I.A., International Political Economy
Brown University 1975 — 1979
B.A., International Relations
The Roxbury Latin School 1971 — 1975
HS
Christopher Sturdy's Irving Trust Company Experience September 1982 - June 1986
Job Senior Client Executive at The Bank of New York Mellon
Industry Banking
Experience
The Bank of New York Mellon June 2011 - May 2013
The Bank of New York Mellon June 2008 - June 2011
The Bank of New York October 2003 - June 2008
The Bank of New York December 1999 - October 2003
The Bank of New York February 1989 - November 1999
Irving Trust Company (London) June 1986 - January 1989
Irving Trust Company September 1982 - June 1986
Education
Duke University 1978 — 1982
BSc, Economics, Spanish
Shrewsbury School, UK 1971 — 1976
The Bank of New York Mellon June 2011 - May 2013
The Bank of New York Mellon June 2008 - June 2011
The Bank of New York October 2003 - June 2008
The Bank of New York December 1999 - October 2003
The Bank of New York February 1989 - November 1999
Irving Trust Company (London) June 1986 - January 1989
Irving Trust Company September 1982 - June 1986
Education
Duke University 1978 — 1982
BSc, Economics, Spanish
Shrewsbury School, UK 1971 — 1976
Robert R. Bose's Irving Trust Company Experience 1979 - 1986
Job Managing Director Credit Risk Mgmt at Ambac
Industry Financial Services
Experience
Ambac 2002 - Present
Deustche Bank 1999 - 2001
Bankers Trust Company 1994 - 1999
Bankers Trust Company 1990 - 1994
Drexel Burnham Lambert 1986 - 1990
Irving Trust Company 1979 - 1986
Skills
Derivatives, Credit Risk, Credit, Loans, Securitization, Corporate Finance, Financial Institutions, Capital Markets, Financial Analysis, Credit Analysis, Investments, Portfolio Management, Banking, Risk Management, Emerging Markets, Securities, Structured Finance, Hedge Funds, Financial Risk
Education
University of Kentucky
BA, Business Administration
Ambac 2002 - Present
Deustche Bank 1999 - 2001
Bankers Trust Company 1994 - 1999
Bankers Trust Company 1990 - 1994
Drexel Burnham Lambert 1986 - 1990
Irving Trust Company 1979 - 1986
Skills
Derivatives, Credit Risk, Credit, Loans, Securitization, Corporate Finance, Financial Institutions, Capital Markets, Financial Analysis, Credit Analysis, Investments, Portfolio Management, Banking, Risk Management, Emerging Markets, Securities, Structured Finance, Hedge Funds, Financial Risk
Education
University of Kentucky
BA, Business Administration
Marlon Alonzo's Irving Trust Company Experience June 1981 - August 1988
Job Manager at Lloyds TSB Bank plc
Industry Banking
Experience
Lloyds TSB Bank plc January 2013 - April 2014
Lloyds TSB Bank plc July 2010 - December 2012
Lloyds TSB Bank plc September 2006 - July 2010
Lloyds TSB Bank plc August 1997 - September 2006
JPMorgan Chase December 1989 - August 1997
The Bank of Tokyo August 1988 - December 1989
Irving Trust Company June 1981 - August 1988
Skills
Banking, Letters of Credit, Credit Risk, Notary Public, Private Banking, Commercial Banking, Trade Finance, Credit Analysis, Operational Risk, Commercial Lending, Financial Risk, Loans, AML, Credit, Portfolio Management, KYC, Risk Management, Bank Secrecy Act, Sanction, Corporate Finance, Management, Core Banking, Investments, Relationship Management, Retail Banking, Operational Risk..., Financial Services, FX Options, SWIFT payments, Investment Banking
Education
Miami Dade College
Lloyds TSB Bank plc January 2013 - April 2014
Lloyds TSB Bank plc July 2010 - December 2012
Lloyds TSB Bank plc September 2006 - July 2010
Lloyds TSB Bank plc August 1997 - September 2006
JPMorgan Chase December 1989 - August 1997
The Bank of Tokyo August 1988 - December 1989
Irving Trust Company June 1981 - August 1988
Skills
Banking, Letters of Credit, Credit Risk, Notary Public, Private Banking, Commercial Banking, Trade Finance, Credit Analysis, Operational Risk, Commercial Lending, Financial Risk, Loans, AML, Credit, Portfolio Management, KYC, Risk Management, Bank Secrecy Act, Sanction, Corporate Finance, Management, Core Banking, Investments, Relationship Management, Retail Banking, Operational Risk..., Financial Services, FX Options, SWIFT payments, Investment Banking
Education
Miami Dade College
Garry K. Myall's Irving Trust Company Experience 1983 - 1988
Job Chief Information Officer at Front Range Internet, Inc. (FRII)
Industry Information Technology and Services
Experience
Front Range Internet, Inc. (FRII) November 2012 - Present
The Reflections Group, Inc January 2001 - November 2012
Microsoft January 1998 - January 2001
Microsoft August 1993 - January 1998
Northwest Airlines September 1991 - August 1993
North American Philips 1989 - 1991
Stentofon, AS 1988 - 1989
Irving Trust Company 1983 - 1988
R. P. Martin LLC 1981 - 1983
Cable & Wireless LLC 1978 - 1981
Skills
Professional Services, Business Development, SaaS, Strategic Planning, Process Improvement, Business Process..., Cloud Computing, IT Strategy, Program Management, Vendor Management, Managed Services, Operations Management, Solution Selling, Business Analysis, Budgets, Telecommunications, Leadership, Strategic Partnerships, Cisco Technologies, Integration, Call Centers, Data Center
Education
University of East London 1974 — 1978
Bachelor's degree, Telecommunications Engineering, Graduated
Front Range Internet, Inc. (FRII) November 2012 - Present
The Reflections Group, Inc January 2001 - November 2012
Microsoft January 1998 - January 2001
Microsoft August 1993 - January 1998
Northwest Airlines September 1991 - August 1993
North American Philips 1989 - 1991
Stentofon, AS 1988 - 1989
Irving Trust Company 1983 - 1988
R. P. Martin LLC 1981 - 1983
Cable & Wireless LLC 1978 - 1981
Skills
Professional Services, Business Development, SaaS, Strategic Planning, Process Improvement, Business Process..., Cloud Computing, IT Strategy, Program Management, Vendor Management, Managed Services, Operations Management, Solution Selling, Business Analysis, Budgets, Telecommunications, Leadership, Strategic Partnerships, Cisco Technologies, Integration, Call Centers, Data Center
Education
University of East London 1974 — 1978
Bachelor's degree, Telecommunications Engineering, Graduated
Judith Carroll's Irving Trust Company Experience September 1974 - March 1976
Job Government Administration Professional
Industry Government Administration
Experience
Boy Scouts of America 1995 - 2011
Texas Workers Compensation Commission May 1996 - October 1998
Texas State Department of Insurance May 1988 - May 1989
Texas State Auditor's Office November 1981 - May 1988
Morgan Guaranty Trust Company February 1980 - August 1981
Bankers Trust Company March 1976 - September 1979
Irving Trust Company September 1974 - March 1976
Skills
Fundraising, Project Planning, Leadership Development, Non-profits, Volunteer Management, Auditing, Public Speaking, Coaching, Community Outreach, Board Development, Program Management, Team Leadership, Internal Audit, Leadership, Government, Program Development, Volunteer Recruiting, Nonprofits, Training, Policy
Education
New York University - Leonard N. Stern School of Business 1975 — 1981
MBA, Computer Applications and Information Systems
Smith College 1970 — 1974
AB, Economics
Boy Scouts of America 1995 - 2011
Texas Workers Compensation Commission May 1996 - October 1998
Texas State Department of Insurance May 1988 - May 1989
Texas State Auditor's Office November 1981 - May 1988
Morgan Guaranty Trust Company February 1980 - August 1981
Bankers Trust Company March 1976 - September 1979
Irving Trust Company September 1974 - March 1976
Skills
Fundraising, Project Planning, Leadership Development, Non-profits, Volunteer Management, Auditing, Public Speaking, Coaching, Community Outreach, Board Development, Program Management, Team Leadership, Internal Audit, Leadership, Government, Program Development, Volunteer Recruiting, Nonprofits, Training, Policy
Education
New York University - Leonard N. Stern School of Business 1975 — 1981
MBA, Computer Applications and Information Systems
Smith College 1970 — 1974
AB, Economics
David Canavan's Irving Trust Company Experience March 1984 - December 1988
Job Principal at Solutions Advisors
Industry Financial Services
Experience
Solutions Advisors May 2010 - Present
Solutions Advisors LLC 2010 - 2015
Solutions Advisors LLC 2010 - 2015
BBK November 2008 - May 2010
HSH Nordbank AG April 2003 - August 2008
Banc of America Securities September 2000 - March 2003
Paribas SA August 1992 - September 2000
Yasuda Trust & Banking 1989 - 1992
Irving Trust Company March 1984 - December 1988
Skills
Corporate Finance, Healthcare, Debt Structuring, Real Estate, Due Diligence, Restructuring, Banking, Mergers, Loans, Financial Analysis, Debt Restructuring, Mergers & Acquisitions, Investments, Business Valuation, Credit Analysis, Finance, Strategy, Asset Management, Real Estate Economics, Financial Structuring, Management, Venture Capital, Private Equity, Portfolio Management, Marketing Strategy, Valuation, Fixed Income, Financial Advisory, Structured Finance, Financial Modeling, Business Strategy, Credit, Start-ups, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1982 — 1984
MBA, Finance
College of the Holy Cross 1971 — 1975
BA, History / Economics
St. Peter's Prep 1967 — 1971
Solutions Advisors May 2010 - Present
Solutions Advisors LLC 2010 - 2015
Solutions Advisors LLC 2010 - 2015
BBK November 2008 - May 2010
HSH Nordbank AG April 2003 - August 2008
Banc of America Securities September 2000 - March 2003
Paribas SA August 1992 - September 2000
Yasuda Trust & Banking 1989 - 1992
Irving Trust Company March 1984 - December 1988
Skills
Corporate Finance, Healthcare, Debt Structuring, Real Estate, Due Diligence, Restructuring, Banking, Mergers, Loans, Financial Analysis, Debt Restructuring, Mergers & Acquisitions, Investments, Business Valuation, Credit Analysis, Finance, Strategy, Asset Management, Real Estate Economics, Financial Structuring, Management, Venture Capital, Private Equity, Portfolio Management, Marketing Strategy, Valuation, Fixed Income, Financial Advisory, Structured Finance, Financial Modeling, Business Strategy, Credit, Start-ups, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1982 — 1984
MBA, Finance
College of the Holy Cross 1971 — 1975
BA, History / Economics
St. Peter's Prep 1967 — 1971
Donald Watson's Irving Trust Company Experience 1984 - 1987
Job EVPFinance at Arch Capital Services Inc
Industry Insurance
Experience
Arch Capital Services Inc July 2005 - Present
ACE Limted August 2002 - August 2005
Standard & Poor's June 1990 - July 2002
HSBC Securities 1987 - 1990
Irving Trust Company 1984 - 1987
Skills
Capital Management, Corporate Finance, Risk Management, Investor Relations, Capital Markets, Rating Agency Relations, Corporate Communications, Insurance Industry...
Education
Duke University - The Fuqua School of Business 1982 — 1984
MBA
Illinois State University 1979 — 1982
BA, Economics and Political Science
Arch Capital Services Inc July 2005 - Present
ACE Limted August 2002 - August 2005
Standard & Poor's June 1990 - July 2002
HSBC Securities 1987 - 1990
Irving Trust Company 1984 - 1987
Skills
Capital Management, Corporate Finance, Risk Management, Investor Relations, Capital Markets, Rating Agency Relations, Corporate Communications, Insurance Industry...
Education
Duke University - The Fuqua School of Business 1982 — 1984
MBA
Illinois State University 1979 — 1982
BA, Economics and Political Science
William Perry's Irving Trust Company Experience June 1984 - December 1988
Job EM Corporate Portfolio Manager at Stone Harbor Investment Partners
Industry Financial Services
Experience
Stone Harbor Investment Partners September 2012 - Present
Morgan Stanley Investment Management July 2010 - September 2012
JP Morgan June 1994 - June 2010
Irving Trust Company June 1984 - December 1988
Education
Columbia University - Columbia Business School 1989 — 1990
MBA, Finance
Colgate University 1980 — 1984
BA, Econ + Int'l Relations
Stone Harbor Investment Partners September 2012 - Present
Morgan Stanley Investment Management July 2010 - September 2012
JP Morgan June 1994 - June 2010
Irving Trust Company June 1984 - December 1988
Education
Columbia University - Columbia Business School 1989 — 1990
MBA, Finance
Colgate University 1980 — 1984
BA, Econ + Int'l Relations
Audrey DeMarco's Irving Trust Company Experience January 1983 - January 1985
Job Human Resources Professional
Industry Human Resources
Experience
The Bank of New York Mellon July 2007 - August 2009
The Bank of New York January 1997 - June 2007
The Bank of New York January 1985 - December 1996
Irving Trust Company January 1983 - January 1985
Education
Pace University - Lubin School of Business 1984 — 1989
MBA, Management/Organizational Behavior
Pace University 1979 — 1983
BA, Social Sciences
The Bank of New York Mellon July 2007 - August 2009
The Bank of New York January 1997 - June 2007
The Bank of New York January 1985 - December 1996
Irving Trust Company January 1983 - January 1985
Education
Pace University - Lubin School of Business 1984 — 1989
MBA, Management/Organizational Behavior
Pace University 1979 — 1983
BA, Social Sciences
Ciro Vitiello's Irving Trust Company Experience 1968 - 1989
Job Retired Banking Operations Executive
Industry Banking
Experience
Bank of New York Mellon September 1968 - March 2005
Irving Trust Company 1968 - 1989
Skills
Banking, AML, Financial Services, Cash Management, Capital Markets, Risk Management, Budgets, Treasury Management, Financial Risk, Securities
Education
LIU Brooklyn 1965 — 1969
BS, Accounting
Bank of New York Mellon September 1968 - March 2005
Irving Trust Company 1968 - 1989
Skills
Banking, AML, Financial Services, Cash Management, Capital Markets, Risk Management, Budgets, Treasury Management, Financial Risk, Securities
Education
LIU Brooklyn 1965 — 1969
BS, Accounting
Philip Sgammato's Irving Trust Company Experience 1975 - 1988
Job Senior Consultant at Tata Consultancy Services TCS
Industry Information Technology and Services
Experience
Tata Consultancy Services November 2013 - Present
Tata Consultancy Services - TCS November 2010 - Present
Tata Consutancy Services November 2010 - Present
Tata Consultancy Services - Citibank NA November 2010 - April 2013
Bank of New York Mellon 2006 - 2009
Bank of New York 1988 - 2006
Irving Trust Company 1975 - 1988
Skills
Banking, Vendor Management, IT Management, Mergers, Program Management, Outsourcing, Management Consulting, Software Project..., PMP, Project Management, •Treasury Systems, Integration, PMO, Strategy, SDLC, Disaster Recovery, Project Planning, Leadership, Management, Software Development, Business Analysis, Business Process, Data Warehousing, IT Strategy, Consulting, Business Intelligence, Business Process..., Project Portfolio..., Information Technology, Project Delivery, Portfolio Management, Enterprise Architecture, Governance, Requirements Analysis, IT Service Management, Mergers, Mergers & Acquisitions
Education
Queens College 1974 — 1984
BA, Accounting and Information Systems
Stuyvesant High School 1970 — 1974
Regents Diploma, Math and Science
Tata Consultancy Services November 2013 - Present
Tata Consultancy Services - TCS November 2010 - Present
Tata Consutancy Services November 2010 - Present
Tata Consultancy Services - Citibank NA November 2010 - April 2013
Bank of New York Mellon 2006 - 2009
Bank of New York 1988 - 2006
Irving Trust Company 1975 - 1988
Skills
Banking, Vendor Management, IT Management, Mergers, Program Management, Outsourcing, Management Consulting, Software Project..., PMP, Project Management, •Treasury Systems, Integration, PMO, Strategy, SDLC, Disaster Recovery, Project Planning, Leadership, Management, Software Development, Business Analysis, Business Process, Data Warehousing, IT Strategy, Consulting, Business Intelligence, Business Process..., Project Portfolio..., Information Technology, Project Delivery, Portfolio Management, Enterprise Architecture, Governance, Requirements Analysis, IT Service Management, Mergers, Mergers & Acquisitions
Education
Queens College 1974 — 1984
BA, Accounting and Information Systems
Stuyvesant High School 1970 — 1974
Regents Diploma, Math and Science
Edward G. Hamway, Jr.'s Irving Trust Company Experience June 1967 - April 1974
Job Experienced Banking Executive all levels of management, relationships, credit, risk, and distressed assets.
Industry Banking
Experience
Barclays Bank November 2009 - May 2010
Barclays Capital July 2007 - August 2008
Barclays Corporate April 2005 - July 2007
Barclays Capital June 1999 - April 2005
RoundHill Group, Ltd. August 1994 - April 1999
IBJ Schroder Bank April 1974 - April 1994
Irving Trust Company June 1967 - April 1974
Skills
Banking, Capital Markets, Credit Risk, Corporate Finance, Restructuring, Structured Finance, Project Finance, Financial Markets, Risk Management, Investment Banking, Asset Management, Credit, Corporate Law, Strategy, Valuation, Loans, Investments, Financial Services, Portfolio Management, Commercial Banking, Emerging Markets, Management, Finance, Financial Risk
Education
University of Michigan 1966 — 1967
Master of Business Administration (M.B.A.), Finance, International Finance and Accounting
Yale University 1960 — 1964
BA, History
Barclays Bank November 2009 - May 2010
Barclays Capital July 2007 - August 2008
Barclays Corporate April 2005 - July 2007
Barclays Capital June 1999 - April 2005
RoundHill Group, Ltd. August 1994 - April 1999
IBJ Schroder Bank April 1974 - April 1994
Irving Trust Company June 1967 - April 1974
Skills
Banking, Capital Markets, Credit Risk, Corporate Finance, Restructuring, Structured Finance, Project Finance, Financial Markets, Risk Management, Investment Banking, Asset Management, Credit, Corporate Law, Strategy, Valuation, Loans, Investments, Financial Services, Portfolio Management, Commercial Banking, Emerging Markets, Management, Finance, Financial Risk
Education
University of Michigan 1966 — 1967
Master of Business Administration (M.B.A.), Finance, International Finance and Accounting
Yale University 1960 — 1964
BA, History
William Riordan's Irving Trust Company Experience January 1974 - January 1983
Job Professor at Felician College
Industry Financial Services
Experience
Felician College January 2007 - Present
PricewaterhouseCoopers 1994 - 2006
Goldman, Sachs & Co January 1985 - January 1994
Chase Manhattan Bank January 1983 - January 1985
Irving Trust Company January 1974 - January 1983
Education
Pace University - Lubin School of Business 1984 — 1987
MBA, Information Systems and Business
Felician College January 2007 - Present
PricewaterhouseCoopers 1994 - 2006
Goldman, Sachs & Co January 1985 - January 1994
Chase Manhattan Bank January 1983 - January 1985
Irving Trust Company January 1974 - January 1983
Education
Pace University - Lubin School of Business 1984 — 1987
MBA, Information Systems and Business
Frederick Haddad's Irving Trust Company Experience June 1974 - December 1989
Job Founding partner at GoldenTree Asset Management
Industry Investment Management
Experience
GoldenTree Asset Management Managing Director-Leveraged FinanceRoyal Bank of CanadaAugust 1997 - June 2000
Credit Lyonnais January 1990 - July 1997
Irving Trust Company June 1974 - December 1989
Education
University of Michigan - Stephen M. Ross School of Business 1970 — 1972
MBA, Finance
Lafayette College 1966 — 1970
AB, economics
GoldenTree Asset Management Managing Director-Leveraged FinanceRoyal Bank of CanadaAugust 1997 - June 2000
Credit Lyonnais January 1990 - July 1997
Irving Trust Company June 1974 - December 1989
Education
University of Michigan - Stephen M. Ross School of Business 1970 — 1972
MBA, Finance
Lafayette College 1966 — 1970
AB, economics
Mario A. Tedeschi's Irving Trust Company Experience January 1979 - March 1987
Job VP TRADE SERVICES at IDB Bank
Industry Banking
Experience
IDB BANK 1987 - Present
Irving Trust Company January 1979 - March 1987
Education
Pace University - Lubin School of Business 1980 — 1985
Labor Management
IDB BANK 1987 - Present
Irving Trust Company January 1979 - March 1987
Education
Pace University - Lubin School of Business 1980 — 1985
Labor Management
Camilla Innes's Irving Trust Company Experience 1983 - 1987
Job Senior Brand Manager at The Dial Corporation
Industry Consumer Goods
Experience
The Dial Corporation, A Henkel Company July 2011 - Present
The Dial Corporation, A Henkel Company October 2006 - July 2011
Irving Trust Company 1983 - 1987
Education
Thunderbird School of Global Management 1991 — 1992
MBA, Marketing
Villanova University 1979 — 1983
B.A., Economics and Modern Languages
The Dial Corporation, A Henkel Company July 2011 - Present
The Dial Corporation, A Henkel Company October 2006 - July 2011
Irving Trust Company 1983 - 1987
Education
Thunderbird School of Global Management 1991 — 1992
MBA, Marketing
Villanova University 1979 — 1983
B.A., Economics and Modern Languages
Barbara Kasprowitz-Benyo's Irving Trust Company Experience 1982 - 1984
Job Assistant Store Manager Operations at TJ Maxx
Industry Retail
Experience
TJ Maxx April 2003 - Present
Gymboree 1991 - 2004
Bankers Trust 1984 - 1989
Irving Trust Company 1982 - 1984
Skills
Customer Service, Employee Relations, Training, Human Resources, Management, Store Management, Retail, Inventory Control, Time Management, Customer Satisfaction, Banking, Operations Management, Hiring, Employee Training, Sales, Strategic Planning, Team Building
Education
Cornell University 2008 — 2008
Certificate, HR Management
Baruch College, City University of New York (CUNY) 1979 — 1982
M.B.A., Management
University at Buffalo 1975 — 1979
B.A., Communication
TJ Maxx April 2003 - Present
Gymboree 1991 - 2004
Bankers Trust 1984 - 1989
Irving Trust Company 1982 - 1984
Skills
Customer Service, Employee Relations, Training, Human Resources, Management, Store Management, Retail, Inventory Control, Time Management, Customer Satisfaction, Banking, Operations Management, Hiring, Employee Training, Sales, Strategic Planning, Team Building
Education
Cornell University 2008 — 2008
Certificate, HR Management
Baruch College, City University of New York (CUNY) 1979 — 1982
M.B.A., Management
University at Buffalo 1975 — 1979
B.A., Communication
Ernie Fung's Irving Trust Company Experience March 1984 - December 1987
Job Managing Director, Head of Sponsor Finance at East West Bank
Industry Banking
Experience
East West Bank October 2012 - Present
East West Bank November 2009 - September 2012
United Commercial Bank June 2006 - November 2009
The Bank of New York August 1996 - June 2006
Dresdner Bank AG June 1990 - June 1996
Citicorp January 1988 - June 1990
Irving Trust Company March 1984 - December 1987
Education
Hamilton College
AB, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance and Accounting
Northwestern University
MS, Mathematics
East West Bank October 2012 - Present
East West Bank November 2009 - September 2012
United Commercial Bank June 2006 - November 2009
The Bank of New York August 1996 - June 2006
Dresdner Bank AG June 1990 - June 1996
Citicorp January 1988 - June 1990
Irving Trust Company March 1984 - December 1987
Education
Hamilton College
AB, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance and Accounting
Northwestern University
MS, Mathematics
Bruce Hawkins's Irving Trust Company Experience July 1986 - January 1988
Job CFO at Planet Hollywood International
Industry Restaurants
Experience
Planet Hollywood International July 2012 - Present
Barbeque Integrated, Inc. November 2008 - June 2012
Bruegger's Bagels January 2008 - June 2008
R.L. Vallee, Inc July 1996 - December 2007
Key Bank/Bank of Boston June 1990 - June 1996
Credit Lyonnais January 1988 - June 1990
Irving Trust Company July 1986 - January 1988
Peace Corps September 1981 - May 1984
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
Brown University 1977 — 1981
B.A., Economics, Urban Studies
Planet Hollywood International July 2012 - Present
Barbeque Integrated, Inc. November 2008 - June 2012
Bruegger's Bagels January 2008 - June 2008
R.L. Vallee, Inc July 1996 - December 2007
Key Bank/Bank of Boston June 1990 - June 1996
Credit Lyonnais January 1988 - June 1990
Irving Trust Company July 1986 - January 1988
Peace Corps September 1981 - May 1984
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
Brown University 1977 — 1981
B.A., Economics, Urban Studies
Leanne Spees's Irving Trust Company Experience January 1983 - January 1988
Job International Trade Officer at N.H. International Trade Resource Center
Industry International Trade and Development
Experience
N.H. International Trade Resource Center 2010 - Present
Art of Speaking Toastmasters Club 2005 - 2010
FIRST NATIONAL BANK OF IPSWICH 2007 - 2009
YACHTVANTAGE INTERNATIONAL 2006 - 2007
BankBoston 1991 - 2002
BANK OF NEW January 1988 - January 1991
IRVING TRUST COMPANY January 1983 - January 1988
Education
Columbia University - School of International and Public Affairs
Master's, International Affairs/International Finance
Pomona College
B.A, Anthropology
N.H. International Trade Resource Center 2010 - Present
Art of Speaking Toastmasters Club 2005 - 2010
FIRST NATIONAL BANK OF IPSWICH 2007 - 2009
YACHTVANTAGE INTERNATIONAL 2006 - 2007
BankBoston 1991 - 2002
BANK OF NEW January 1988 - January 1991
IRVING TRUST COMPANY January 1983 - January 1988
Education
Columbia University - School of International and Public Affairs
Master's, International Affairs/International Finance
Pomona College
B.A, Anthropology
Douglas Durans's Irving Trust Company Experience July 1972 - December 1975
Job Vice President / Senior Credit Officer at M&T Bank
Industry Banking
Experience
M&T Bank April 2009 - Present
Provident Bank 1998 - 2009
First National Bank of Maryland January 1991 - September 1998
Union Trust Co. / Signet Bank Maryland January 1981 - January 1991
American Bank & Trust / Meridian Bank January 1976 - January 1981
Irving Trust Company July 1972 - December 1975
Skills
Loans, Commercial Lending, Real Estate, Commercial Mortgages, Commercial Banking, Banking, Small Business Lending, Credit Analysis, Credit, Portfolio Management, Financial Analysis, Underwriting, Consumer Lending, Risk Management, Credit Risk, Retail Banking, Mortgage Lending, Lines Of Credit, Finance
Education
New York University - Leonard N. Stern School of Business 1971 — 1972
MBA, Finance
City University of New York-Brooklyn College 1967 — 1971
BA, Economics
M&T Bank April 2009 - Present
Provident Bank 1998 - 2009
First National Bank of Maryland January 1991 - September 1998
Union Trust Co. / Signet Bank Maryland January 1981 - January 1991
American Bank & Trust / Meridian Bank January 1976 - January 1981
Irving Trust Company July 1972 - December 1975
Skills
Loans, Commercial Lending, Real Estate, Commercial Mortgages, Commercial Banking, Banking, Small Business Lending, Credit Analysis, Credit, Portfolio Management, Financial Analysis, Underwriting, Consumer Lending, Risk Management, Credit Risk, Retail Banking, Mortgage Lending, Lines Of Credit, Finance
Education
New York University - Leonard N. Stern School of Business 1971 — 1972
MBA, Finance
City University of New York-Brooklyn College 1967 — 1971
BA, Economics
Diane Valcic's Irving Trust Company Experience 1977 - 1981
Job Global Account Manager at SWIFT
Industry Financial Services
Experience
SWIFT June 2005 - Present
JPMorgan Chase 1999 - 2005
Zagrebacka banka 1997 - 1999
Chase Manhattan 1994 - 1997
Chase Manhattan 1984 - 1994
European American Bank 1981 - 1984
Irving Trust Company 1977 - 1981
Skills
SWIFT payments, Relationship Management, Payments, Transactional Banking, Product Management, Cash Management, Treasury Management, Banking, Back Office, Financial Services, Payment Systems, Capital Markets, Business Analysis
Education
Fordham University - Graduate School of Business Administration 1980 — 1983
MBA, Marketing Management
Fordham University 1973 — 1977
BA, Economics, Spanish
SWIFT June 2005 - Present
JPMorgan Chase 1999 - 2005
Zagrebacka banka 1997 - 1999
Chase Manhattan 1994 - 1997
Chase Manhattan 1984 - 1994
European American Bank 1981 - 1984
Irving Trust Company 1977 - 1981
Skills
SWIFT payments, Relationship Management, Payments, Transactional Banking, Product Management, Cash Management, Treasury Management, Banking, Back Office, Financial Services, Payment Systems, Capital Markets, Business Analysis
Education
Fordham University - Graduate School of Business Administration 1980 — 1983
MBA, Marketing Management
Fordham University 1973 — 1977
BA, Economics, Spanish
Wilmoth Robert's Irving Trust Company Experience July 1986 - May 1988
Job Manager Institutional Compliance and Special Services at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 1988 - Present
Irving Trust Company July 1986 - May 1988
Education
State University of New York College at Oswego 1983 — 1986
BS, Business
Franklin Templeton Investments 1988 - Present
Irving Trust Company July 1986 - May 1988
Education
State University of New York College at Oswego 1983 — 1986
BS, Business
Edmund Walsh's Irving Trust Company Experience 1979 - 1988
Job Accounts Receivable Manager
Industry Business Supplies and Equipment
Experience
Registration Electric Supply Inc. September 2011 - Present
Actionable Strategies June 2010 - September 2010
Actionable Strategies June 2010 - September 2010
The Bank of New York Mellon April 1979 - April 2010
Amper, Politziner April 2005 - April 2008
H&R Block April 2000 - April 2004
Irving Trust Company 1979 - 1988
Irving Trust Company 1979 - 1988
Irving Trust Company 1979 - 1988
Skills
Virtual Assistant, Quickbooks, User Acceptance Testing, Regression Testing, Black Box Testing, QuickBooks, CRM, Accounting, Leadership, Accounts Receivable, Training, Time Management, Budgets, Credit, Microsoft Excel, Program Management, Finance
Education
Saint Peter's University 1978 — 1981
Bachelors of Science, Accounting
New Jersey Institute of Technology 1971 — 1977
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John M. Bailey
Registration Electric Supply Inc. September 2011 - Present
Actionable Strategies June 2010 - September 2010
Actionable Strategies June 2010 - September 2010
The Bank of New York Mellon April 1979 - April 2010
Amper, Politziner April 2005 - April 2008
H&R Block April 2000 - April 2004
Irving Trust Company 1979 - 1988
Irving Trust Company 1979 - 1988
Irving Trust Company 1979 - 1988
Skills
Virtual Assistant, Quickbooks, User Acceptance Testing, Regression Testing, Black Box Testing, QuickBooks, CRM, Accounting, Leadership, Accounts Receivable, Training, Time Management, Budgets, Credit, Microsoft Excel, Program Management, Finance
Education
Saint Peter's University 1978 — 1981
Bachelors of Science, Accounting
New Jersey Institute of Technology 1971 — 1977
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John M. Bailey
Scott Medla's Irving Trust Company Experience July 1980 - March 1987
Job Managing Partner at TAG Energy Partners
Industry Investment Banking
Experience
TAG Energy Partners July 2010 - Present
CIT Energy March 2008 - July 2010
Banc of America Securities March 2007 - March 2008
New Harbor Capital April 2003 - February 2007
Fieldstone Private Capital Group August 1998 - April 2003
Deutsche Bank Securities March 1991 - August 1998
Citbank, NA March 1987 - March 1991
Irving Trust Company July 1980 - March 1987
Education
Cornell University - Johnson Graduate School of Management 1978 — 1980
MBA, Finance
Union College 1972 — 1976
BA, Political Science
TAG Energy Partners July 2010 - Present
CIT Energy March 2008 - July 2010
Banc of America Securities March 2007 - March 2008
New Harbor Capital April 2003 - February 2007
Fieldstone Private Capital Group August 1998 - April 2003
Deutsche Bank Securities March 1991 - August 1998
Citbank, NA March 1987 - March 1991
Irving Trust Company July 1980 - March 1987
Education
Cornell University - Johnson Graduate School of Management 1978 — 1980
MBA, Finance
Union College 1972 — 1976
BA, Political Science
James Boffa's Irving Trust Company Experience March 1984 - January 1989
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon January 1989 - March 2008
Irving Trust Company March 1984 - January 1989
Skills
Investment manager for..., Senior Operations..., Custody and Wealth...
Education
Pace University - Lubin School of Business 1979 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
BNY Mellon January 1989 - March 2008
Irving Trust Company March 1984 - January 1989
Skills
Investment manager for..., Senior Operations..., Custody and Wealth...
Education
Pace University - Lubin School of Business 1979 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Fran Barone's Irving Trust Company Experience September 1971 - August 1978
Job Associate at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase October 1986 - Present
Irving Trust Company September 1971 - August 1978
Skills
Investment Banking, Real Estate, Valuation, Financial Analysis, Investments, Private Equity, Portfolio Management, Leadership, Asset Management, Microsoft Office, Team Building, Management, Banking, Budgets, Sales Management
Education
Scottsdale Community College 1986 — 1988
Not finished, Business Administration and Management, General
New Utrecht High Schol, Brooklyn NY 1968 — 1971
High School Diploma
JPMorgan Chase October 1986 - Present
Irving Trust Company September 1971 - August 1978
Skills
Investment Banking, Real Estate, Valuation, Financial Analysis, Investments, Private Equity, Portfolio Management, Leadership, Asset Management, Microsoft Office, Team Building, Management, Banking, Budgets, Sales Management
Education
Scottsdale Community College 1986 — 1988
Not finished, Business Administration and Management, General
New Utrecht High Schol, Brooklyn NY 1968 — 1971
High School Diploma
Bernice Rivas's Irving Trust Company Experience June 1981 - November 1984
Job Auditor at State of Florida
Industry Government Administration
Experience
State of Florida July 1995 - Present
Irving Trust Company June 1981 - November 1984
Skills
Auditing
Education
Fordham University 1977 — 1981
Bachelor of Science, Accounting
State of Florida July 1995 - Present
Irving Trust Company June 1981 - November 1984
Skills
Auditing
Education
Fordham University 1977 — 1981
Bachelor of Science, Accounting
Kenneth (Ken) Winn's Irving Trust Company Experience January 1982 - March 1989
Job Chief Risk Officer / Senior Credit Officer / Credit Administrator Financial Services
Industry Financial Services
Experience
T. Gschwender & Associates, Inc. March 2015 - Present
Five Star Bank June 2012 - August 2014
Five Star Bank October 2004 - June 2012
Citi March 1989 - October 2004
Irving Trust Company January 1982 - March 1989
United States Air Force July 1976 - June 1980
Skills
Risk Management, Credit Administration, Credit Risk, Commercial Banking, Credit Analysis, Commercial Lending, Retail Banking, Portfolio Management, Small Business Lending, Consumer Lending, ALLL, ALCO, Community Reinvestment..., Anti Money Laundering, Safety and Soundness, Fair Lending Practices, Bank Secrecy Act, Physical Security, Information Security, Regulatory Compliance, Internal Audit, Acquisition Integration, Product Development, Policy, Team Leadership, Change Management, Optimizing Performance, Banking, Financial Risk, Loans, Enterprise Risk..., Underwriting, Risk Assessment, Financial Analysis, Financial Institutions, Financial Services, Relationship Management, Operational Risk, Management, Turn Around Management, Debt Restructuring, Debt Settlement, Loss Mitigation, OREO
Education
Columbia College
Bachelor of Science (BS), Business Administration
T. Gschwender & Associates, Inc. March 2015 - Present
Five Star Bank June 2012 - August 2014
Five Star Bank October 2004 - June 2012
Citi March 1989 - October 2004
Irving Trust Company January 1982 - March 1989
United States Air Force July 1976 - June 1980
Skills
Risk Management, Credit Administration, Credit Risk, Commercial Banking, Credit Analysis, Commercial Lending, Retail Banking, Portfolio Management, Small Business Lending, Consumer Lending, ALLL, ALCO, Community Reinvestment..., Anti Money Laundering, Safety and Soundness, Fair Lending Practices, Bank Secrecy Act, Physical Security, Information Security, Regulatory Compliance, Internal Audit, Acquisition Integration, Product Development, Policy, Team Leadership, Change Management, Optimizing Performance, Banking, Financial Risk, Loans, Enterprise Risk..., Underwriting, Risk Assessment, Financial Analysis, Financial Institutions, Financial Services, Relationship Management, Operational Risk, Management, Turn Around Management, Debt Restructuring, Debt Settlement, Loss Mitigation, OREO
Education
Columbia College
Bachelor of Science (BS), Business Administration
Richard Preuss's Irving Trust Company Experience July 1980 - May 1982
Job Retiree
Industry Financial Services
Experience
Self-employed July 2012 - Present
Reich & Tang July 1986 - June 2012
Honeywell Information Systems May 1982 - July 1986
Irving Trust Company July 1980 - May 1982
The Reserve Funds July 1974 - July 1980
YKK (USA) Inc. February 1973 - July 1974
Computer Solutions Inc. July 1969 - February 1973
IBM June 1968 - July 1969
Skills
Leadership
Education
New Jersey Institute of Technology 1964 — 1968
Bachelor of Science (BS), Electrical and Electronics Engineering
Self-employed July 2012 - Present
Reich & Tang July 1986 - June 2012
Honeywell Information Systems May 1982 - July 1986
Irving Trust Company July 1980 - May 1982
The Reserve Funds July 1974 - July 1980
YKK (USA) Inc. February 1973 - July 1974
Computer Solutions Inc. July 1969 - February 1973
IBM June 1968 - July 1969
Skills
Leadership
Education
New Jersey Institute of Technology 1964 — 1968
Bachelor of Science (BS), Electrical and Electronics Engineering
John P. Sullivan's Irving Trust Company Experience April 1986 - November 1988
Job Partner at Sullivan & Mattheiss, P.C.
Industry Law Practice
Experience
Sullivan & Mattheiss, P.C. January 1997 - Present
Sullivan & Maniscalco, P.C. September 1993 - December 1996
Friedman Siegelbaum December 1988 - September 1993
Irving Trust Company April 1986 - November 1988
First Fidelity Bank December 1984 - April 1986
Education
Rutgers University School of Law - Newark 1981 — 1984
Doctor of Law (JD)
Mount St. Mary's University 1977 — 1981
Bachelor of Arts (B.A.), Political Science and Government
St. Rose High School 1973 — 1977
High School
Sullivan & Mattheiss, P.C. January 1997 - Present
Sullivan & Maniscalco, P.C. September 1993 - December 1996
Friedman Siegelbaum December 1988 - September 1993
Irving Trust Company April 1986 - November 1988
First Fidelity Bank December 1984 - April 1986
Education
Rutgers University School of Law - Newark 1981 — 1984
Doctor of Law (JD)
Mount St. Mary's University 1977 — 1981
Bachelor of Arts (B.A.), Political Science and Government
St. Rose High School 1973 — 1977
High School
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS