KeyCorp Company
Industry: Retail banking company
DescriptionKeyBank, the primary subsidiary of KeyCorp, is a regional bank headquartered in Cleveland, Ohio, and is the only major bank based in Cleveland. KeyBank is on the list of largest banks in the United States. Key's customer base spans retail, small business, corporate, and investment clients. Customer service: 00 1 716-838-8600 Headquarters: Cleveland, Ohio, United States CEO: Beth E. Mooney (1 May 2011–) Revenue: 6.868 billion USD (2017) Subsidiaries: HelloWallet, KeyBank, Key Capital Corp, Parent organizations: KeyBank, KeyCorp
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KeyCorp Employees
M&T Bank May 2014 - Present
M&T Bank August 2010 - April 2014
KeyCorp February 2005 - February 2010
KeyCorp August 2003 - February 2005
KeyCorp July 2001 - August 2003
IBM March 1999 - May 2001
Altair Engineering Inc May 1995 - August 1998
Punjab Communications Ltd. June 1991 - December 1992
Skills
IT Strategy, Software Development, Enterprise Architecture, Process Engineering, Global Sourcing, Vendor Management, Technology, Technical Leadership, Business Intelligence, SDLC, Solution Architecture, Strategy, Project Portfolio..., Banking, Software Project..., Executive Management, Program Management, Leadership, Agile Methodologies, Cross-functional Team..., Process Improvement, Business Analysis, Business Process, SOA, E-commerce, Information Technology, Consulting, Business Process..., Mergers & Acquisitions, Management, Mobile Devices, Integration, Outsourcing, IT Management, PMO, Project Planning, PMP, Business Process..., Risk Management, Financial Services, CRM, Governance, Enterprise Software, Business Strategy
Education
Thapar Institute of Engineering and Technology
B Tech
University of Missouri-Rolla
Master of Science (MS)
Center for Creative Leadership 2008 — 2008
University of Pennsylvania - The Wharton School 2009 — 2009
University of Michigan - Stephen M. Ross School of Business 2013 — 2013
ADP August 2000 - Present
Laureate Capital June 1998 - September 2000
Marine Midland Bank January 1996 - June 1998
Key Bank January 1992 - January 1996
KeyCorp 1990 - 1992
Key Bank of NY January 1988 - January 1991
Skills
Payroll Taxes, ADP Payroll, Purchasing, Mortgage Banking, Commercial Mortgages, FPC Certified, Training, Public Speaking, Accounting, Payroll, Process Improvement, Leadership, Access, Loans, Management, Financial Analysis, Team Building, Customer Satisfaction, Microsoft Word, Outlook, Sales, Coaching, Time Management, Customer Service, Software Documentation, Microsoft Office, Banking, Finance, Call Centers, Account Management, Team Leadership, Negotiation, Human Resources, Performance Management, Analysis, Employee Benefits, Strategic Planning, Recruiting, Customer Retention, Program Management, Marketing, Employee Training
Education
American Institute of Banking 1988 — 2000
Bank Operations, Banking Operations Certifcate Program
State University of New York College at Buffalo 1987 — 1988
McKinley Vocational HS 1982 — 1986
Regents Diploma, ACR
Blackhill Partners September 2011 - Present
Barrier Advisors January 2007 - August 2011
Loughlin Meghji + Company August 2003 - December 2006
KeyCorp 1999 - 2003
Carleton McCreary Holmes division of KeyCorp 1996 - 1998
KeyCorp 1994 - 1996
Home Environmental Products (aka Plantopia) 1991 - 1993
Prescott, Ball & Turben 1988 - 1991
McDonald Investments 1983 - 1988
Skills
Energy, Industrial Sector, Real Estate, Steel, Agriculture, Refinancings, Mergers, Valuation, Distressed M&A, Restructuring, Investment Banking, Corporate Finance, Capital Markets, Mergers & Acquisitions, Debt Restructuring, Finance, Start-ups, Financial Analysis, Portfolio Management, Divestitures, Equities, Hedge Funds, mergers and acquisitions
Education
Southern Methodist University - Cox School of Business 1974 — 1978
BBA, Finance, Accounting
KeyCorp 2007 - Present
Huntington Bank April 2007 - July 2007
Huntington Bank May 2004 - April 2007
Scripted Impact September 2001 - May 2004
The Nature Center at Shaker Lakes 2000 - 2001
Case Western Reserve University School of Law 2000 - 2001
Skills
Sponsorship Negotiations, Sponsorship Management, Event Planning, Event Management, Social Media Development, Public Speaking, Public Relations, Media Relations, Budget Oversight, Marketing Communications, Internal Communications, Strategic Planning, Editing, Direct Marketing, Social Media, Corporate Communications, Writing, Press Releases, French, Strategic Communications, Copywriting, Crisis Communications, Volunteer Management, Curriculum Development, Union Environment, Teaching, Facebook, Twitter, Speech Writing
Education
Case Western Reserve University - Weatherhead School of Management
The Ohio State University
BA with honors, English
The Arlington Bank January 2011 - Present
KeyCorp April 1995 - January 1997
KeyCorp January 1987 - August 1991
Skills
Internal Audit, Internal Controls, Microsoft Excel, Financial Analysis, Banking, Credit, Retail Banking, Loans, Mortgage Lending, Operational Risk
Education
The Ohio State University
Bachelor's Degree, Finance and International Business
KeyBank April 2002 - Present
KeyCorp 2002 - Present
Norris Auto Group 1998 - 2000
Summit County Prosecutor's Office April 1997 - October 1998
Skills
Commercial Banking, Loans, Financial Services, Cash Management, Access, Lines Of Credit, Real Estate, Deposits, Credit, Banking, Internet Banking, Customer Service, Small Business Lending, Commercial Lending, Sales, Credit Analysis, Relationship Management, Portfolio Management, Risk Management, Leadership
Education
The University of Akron
Bachelor of Science (BS), Psychology
KeyCorp April 2010 - Present
KeyBank September 2006 - April 2010
Skills
Banking, Commercial Banking, Credit, Loans, Retail Banking, Risk Management, Financial Analysis, Relationship Management, Business Analysis, Cross Selling
Education
Sinclair Community College 2000 — 2001
CSBank/First Merchants Bank 2015 - Present
KeyCorp August 2004 - Present
Skills
Small Business Lending, Commercial Lending, Loans, Consumer Lending, Commercial Banking, Strategic Planning, Budgets, Marketing, Retail Banking, Credit, Mortgage Lending, Banking, Branch Management, Lines Of Credit, Credit Analysis, Commercial Mortgages, Customer Service, Management
Education
The Ohio State University
Bachelor of Business Administration (B.B.A.), Marketing & logistics
SEFCU MortgageServices September 2010 - Present
Home Funding Finders Inc March 2005 - August 2010
KeyCorp September 1983 - August 2004
Skills
Commercial Lending, Treasury Management, Lines Of Credit, Banking, Bank Secrecy Act, Debt Restructuring, Credit Analysis, Mortgage Banking, Deposits, Mortgage Lending, Financial Statement..., Credit, Treasury Services, Operational Risk..., Commercial Banking, Loans, Leadership, Management
Education
Siena College 1979 — 1983
BBA, Accounting
MVP Health Care July 2010 - Present
GE May 2008 - July 2010
MVP Health Care May 2007 - May 2008
MVP Health Care February 2003 - May 2007
MVP Health Care September 2001 - February 2003
St Peter's Health Care Services March 1999 - September 2001
KeyCorp 1994 - 1999
Skills
Process Improvement, Analysis, Cross-functional Team..., Software Documentation, Budgets, System Testing, Leadership, Training, Project Management, Financial Reporting, SDLC, Requirements Analysis, Medicare, Management, Change Management
Education
KeyCorp Management Associates School 1992 — 1992
The College of Saint Rose 1987 — 1991
Bachelor of Science, Business Administration, Magna cum laude
Notre Dame Bishop Gibbons School 1982 — 1986
High School
Research Foundation for SUNY May 2000 - Present
The Research Foundation for SUNY December 2013 - August 2014
KeyCorp April 1992 - April 2000
Skills
User Experience, Information Architecture, Content Management, Web Design, Dreamweaver, Usability Testing, User Interface Design, Corporate Communications, WordPress, Technical Writing, User-centered Design, Project Management, Editing, HTML, Microsoft Office, Content Strategy, Public Speaking, Social Media, Writing, Web Analytics, Usability, SharePoint, Terminal Four CMS, Agile Methodologies, Scrum
Education
State University of New York Empire State College 2013 — 2015
Graduate Certificate in Nonprofit Management (12 Credits), Non-Profit Management and Leadership
Siena College 1987 — 1991
B.A., English
Saranac Central High School 1984 — 1987
First Niagara Bank November 2013 - Present
First Niagara Bank June 2010 - Present
PNC Financial Services Group January 2009 - June 2010
National City Corporation 2000 - 2009
AultCare Insurance 1998 - 2000
KeyCorp 1997 - 1998
Westfield Group 1991 - 1997
Chemstress Consultant Company December 1989 - February 1991
Skills
Banking, Vendor Management, Business Analysis, SDLC, Program Management, IT Strategy, Process Improvement, Change Management, Outsourcing, Leadership, Requirements Gathering, Business Intelligence, Visio, Strategy, Cross-functional Team..., Software Project..., Contract Negotiation, Financial Services, Troubleshooting, Project Management, CRM, Requirements Analysis, Enterprise Architecture, ITIL, Quality Assurance
Education
The University of Akron 1982 — 1989
BS, Computer Science, (Minors in Business and Mathematics)
UBS Financial Services February 2007 - Present
McDonald Investments November 2005 - February 2007
McDonald Financial Group January 2003 - November 2005
KeyCorp April 2000 - January 2003
Gradison Financial Services 1991 - 1993
Skills
Process Improvement, Recruiting, Strategic Financial..., Strategy, Wealth Management, Management, Strategic Planning, Leadership, Project Management, Banking, Finance, Sales, Marketing, Investments, Mutual Funds, Public Speaking, Sales Management, Customer Satisfaction, Valuation, Series 7, Portfolio Management, Capital Markets, Employee Training, Consulting, Securities, Equities, Networking, Asset Allocation, Financial Advisory, Business Development
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Securities Industry Institute
University of Cincinnati 1981 — 1985
Marketing
The Ohio State University 1977 — 1981
Industrial Design
Investors' Security Trust Company July 2013 - Present
KeyCorp September 2008 - April 2013
SunTrust Bank February 2007 - September 2008
AmSouth (now Regions) Bank 2004 - 2006
SunTrust Bank May 1986 - September 2003
Caldwell, Heggie & Helton February 1986 - April 1986
Weill, Ellis, Weems & Copeland May 1977 - January 1986
Education
Tennessee Temple University
Bachelor of Science, Secondary Education, Business Proficiency
Tennessee Temple University
2-Year Secretarial Science, Secretarial Science
KeyCorp 2011 - Present
Hawken School June 2010 - Present
Modine Manufacturing Company 2006 - Present
The Lubrizol Corporation 1998 - 2011
Atlantic Richfield Company 1983 - 1998
Manufacturers Hanover Trust 1978 - 1981
Education
The Tuck School of Business at Dartmouth 1981 — 1983
MBA, Finance
Yale University 1973 — 1978
BA, Philosophy
V12 Group January 2015 - Present
Indiblu Creative (& Freelance) 2000 - December 2014
Cellular One/Southwestern Bell Corporation 1997 - 2000
Crowley Webb & Associates 1994 - 1997
KeyCorp 1991 - 1993
Skills
Press Releases, Advertising, Marketing Strategy, Marketing Communications, Creative Development, Copywriting, Market Planning, Promotions, Public Relations, Experiential Marketing, Integrated Marketing, Marketing Management, Campaign, Brand Development, Brand Awareness, Services Marketing, B2B, Market Research, Marketing Research, B2B Marketing, Marketing Materials, Rebranding, Creative Strategy, Marketing, Strategy
Education
State University of New York College at Geneseo 1986 — 1990
2BAs, Communications & Art Studio majors, Public Relations and Photolithography minors
Buffalo Academy of the Sacred Heart 1982 — 1986
M&T Securities April 2000 - Present
KeyCorp April 1998 - March 2000
New England Financial March 1994 - March 1998
Northwestern Mutual 1992 - 1994
Skills
Insurance, Finance, Banking, Estate Planning, Disability Insurance, Management, Employee Benefits, Retirement Planning, Sales, Long-term Care, Small Business, Life Insurance, Underwriting, Portfolio Management, Risk Management, Analysis, Credit, Loans, Mortgage Lending, Program Management, Strategic Financial..., Commercial Lending, Credit Analysis, Commercial Banking, Comprehensive Estate..., Charitable Gift Planning, Public Speaking
Education
The American College 2003 — 2012
Financial Service Designations
Utica College 1989 — 1991
Bus Admin/Operations Management
State University of New York at Delhi 1986 — 1988
Business Administration
The New England Career School
Insurance
Independent Contractor 2011 - 2011
Northshore School District 2006 - 2008
Crystal Springs Cooperative Preschool 2001 - 2007
The Boeing Company 1997 - 2003
KeyCorp 1996 - 1997
Bank of America/Bank of New York 1990 - 1996
Skills
Documentation, Process Improvement, Technical Writing, Writing, Time Management, Software Documentation, System Administration, Research, Training, Team Building, Editing, Nonprofits, Community Outreach, Event Planning, Web Content, Management, Copy Editing, Budgets, Leadership, Fundraising
Education
Borah High School
Borah High School
The George Washington University
Master's Certification, Project Management
University of Nevada-Las Vegas
MBA program
University of Washington
BA, Psychology
Fifth Third Bank September 2011 - Present
Ulster Savings Bank January 2011 - September 2011
KeyCorp May 2010 - January 2011
AmTrust Bank April 2009 - January 2010
AmTrust Bank March 2007 - January 2010
Key Bank August 2004 - March 2007
Key Bank October 2001 - August 2004
KeyCorp July 1986 - October 2001
Skills
Deposits, Cost Accounting, Retail, Credit Cards, Consumer Lending, Mortgage Banking, Small Business Lending, Relationship Management, Insurance, Commercial Lending, Variance Analysis, Loan Origination, Financial Services, Managerial Finance, Accounting, Mortgage Lending, Executive Management, Strategic Planning, Business Strategy, Change Management, Strategic Financial..., Financial Reporting, Treasury, Forecasting, Strategy, Mergers, Capital Markets
Education
Siena College 1989 — 1993
BS, Marketing & Business Management
Southwestern Energy September 2011 - Present
The Jupiter Group September 2009 - September 2011
KeyCorp October 2005 - December 2008
KeyCorp March 2002 - October 2005
KeyCorp 1999 - 2002
KeyCorp 1996 - 1999
KeyCorp 1994 - 1996
Key Bank 1992 - 1994
Skills
Business Intelligence, Data Warehousing, Informatica, Cognos, Dimensional Modeling, Oracle, Business Objects, OBIEE, SSRS, Business Intelligence..., SQL, Enterprise Software, ETL, Oracle E-Business Suite, Problem Solving, Team Leadership, Microsoft SQL Server, Business Analysis, Change Management, Oil/Gas, DAC, DB2, Crystal Reports, Disaster Recovery, IT Management, Banking, Customer Service, Help Desk Support, OBIA, SAS, Accounting, Agile Project Management, SDLC, Master Data Management, Data Modeling, Data Integration, Business Process, Database Design, Databases, OLAP, Report Building, T-SQL, EIS Express Reporting, BI Publisher
Education
Technical 1985 — 1986
Computerized Accounting Systems
State University of New York College at Geneseo 1982 — 1985
Accounting, Computer Science
State University of New York College at Geneseo 1982 — 1985
MAST Capital Management December 2013 - Present
KeyCorp March 2012 - November 2013
PayLink Payment Plans LLC August 2011 - March 2012
Bank of Montreal June 2010 - August 2010
Teledyne December 2006 - June 2009
Johns Hopkins University Applied Physics Laboratory May 2005 - November 2006
Northrop Grumman Corporation February 2003 - April 2005
Skills
Financial Modeling, Risk Management, Matlab, Financial Analysis, Data Analysis, Bloomberg, Valuation, Mergers, Process Engineering, Cross-functional Team..., Business Analysis, Program Management, Statistics, Business Strategy, Corporate Finance, Quantitative Analysis, C++, Product Development, Compliance, Due Diligence, Access, Excel, Monte Carlo Simulation, Quantitative Analytics, Management, Microsoft Excel, Finance
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Accounting and Finance
The Johns Hopkins University
MS, Electrical Engineering
University of Maryland College Park
BS, Electrical Engineering & Computer Science
New York Community Bancorp, Inc. December 2009 - Present
AmTrust Bank April 2007 - December 2009
Citizens Financial Group May 2004 - April 2007
Charter One Financial January 2000 - January 2004
KeyBank January 1998 - January 2000
Key Advertising and Direct January 1995 - January 1998
Investment Management & Trust Services January 1993 - January 1995
KeyCorp January 1991 - January 1993
KeyBank January 1990 - January 1991
KeyCorp January 1988 - January 1990
Education
Southern Methodist University 1982 — 1986
Bachelors of Arts, Psychology; Business
Harvard Business SchoolRoyal Bank of Scotland
Weatherhead School of Management at Case Western Reserve University
Finance
PNC Wealth Management October 2013 - Present
KeyPrivate Bank July 2009 - October 2013
JP Morgan Securities/Bear Stearns February 2007 - July 2009
Merrill Lynch August 2001 - February 2007
Huntington National Bank 1999 - 2001
KeyCorp 1990 - 1999
Empire of America 1986 - 1990
Skills
Strategic Financial..., Financial Planning, Wealth, Wealth Management..., Leadership, 401k, Finance, Financial Reporting, Estate Planning, Forecasting, Fixed Income, Insurance, Auditing, Process Improvement, Mutual Funds, Mortgage Lending, Financial Planners, Wealth Management, Financial Services, Investments, Loans, Retirement Planning, Small Business
Education
State University of New York at Buffalo - School of Management
MBA, Finance
State University of New York at Buffalo - School of Management
BS, Accounting
Rome Free Academy
High School, Regents Diploma
First Republic Bank July 2014 - Present
Zions Bancorporation September 2012 - July 2014
Self Employed Independent Consultant May 2009 - September 2012
FBOP Corporation September 2008 - May 2009
KeyCorp January 2006 - August 2008
US Department of Homeland Security November 2002 - December 2005
Skills
Bank Secrecy Act, AML, Fraud, OFAC, Risk Management, Banking, Risk Assessment, USA PATRIOT Act, KYC, Internal Audit, Fraud Detection, Investigation, Due Diligence, Financial Institutions, Analysis, Enterprise Risk..., Retail Banking, Internal Investigations, Financial Risk, Private Investigations, Criminal Investigations, Leadership, Regulations, Certified Fraud Examiner, Operational Risk, Enforcement, Policy, Anti Money Laundering, FCPA, Financial Regulation, Background Checks, Intelligence, Financial Services, Operational Risk..., Risk Analysis, Business Continuity, Sanction, Securities, Payments, Privacy Law, Crisis Management, Corporate Governance, Physical Security, FINRA, Computer Forensics, Information Security..., Credit Cards, Governance, Law Enforcement
Education
American Military University 2006 — 2008
MA, Strategic Intelligence, Terrorism Studies
The University of Akron 1998 — 2003
AAS, Criminal Justice Studies, Law Enforcement
Walsh University 2000 — 2002
BA, Political Science, Middle East Studies
Squire Patton Boggs LLP February 2007 - Present
Vantage Financial Group, Inc. March 2005 - January 2007
KeyCorp June 1973 - March 2004
Skills
Employee Benefits, Deferred Compensation, Human Resources, HRIS, Budgets, Personnel Management, Recruiting, Benefits Administration, Investments, Strategic Planning, Training, HR Policies, Mergers & Acquisitions, Leadership, Executive Pay
Education
Cleveland State University 1977 — 1983
MBA, Management
The Ohio State University 1969 — 1973
BSBA, Finance
KeyCorp August 2010 - Present
Skills
Security, IT Audit, Information Security, Information Security..., Risk Assessment, Risk Management, Governance, Identity Management, Network Security, Disaster Recovery, ITIL
Education
The University of Akron 1992 — 1996
BS
Paymentflex Technologies January 2005 - Present
Genesis Analytics 2002 - 2005
TD Bank Financial Group 2000 - 2001
Hudson's Bay Company 1997 - 1999
KeyCorp 1995 - 1997
Sears, Roebuck and Co. 1985 - 1994
Baxter Healthcare 1983 - 1985
Navistar 1979 - 1983
Citibank 1978 - 1978
Ernst & Young 1974 - 1977
Skills
Credit, Retail, Risk, Loans, Management Consulting, Financial Risk, Risk Management, Business Strategy, Strategy, Business Analysis, Finance, Mergers & Acquisitions, Portfolio Management, Private Equity, Executive Management, Credit Cards, Financial Services, New Business Development, Analysis, Banking, Financial Modeling, Sales, Product Development, Investment Banking, Corporate Finance, Investments, Valuation, Business Planning, Start-ups, Management, Leadership, Due Diligence, Accounting, Financial Analysis, Payments, E-commerce, Strategic Financial..., Entrepreneurship
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA
Syracuse University 1970 — 1974
Bachelor of Science with Honors
Poudre Valley Health System January 2014 - Present
Cheyenne Regional Medical Center January 2013 - January 2014
KeyCorp 2005 - December 2008
N Street Village September 2003 - May 2004
NETWORK August 2002 - August 2003
Skills
Customer Service, Customer Satisfaction, Acute Care, Nursing, Patient Safety, Patient Education, Patient Outcomes, Patient Advocacy
Education
University of Northern Colorado 2010 — 2012
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse, 3.93
St. Edward's University 1998 — 2002
Bachelor of Arts (B.A.), International Relations/Spanish, 3.6
KeyCorp July 2015 - Present
Iheartoswego August 2014 - December 2014
KeyBank May 2014 - August 2014
Regal Entertainment Group March 2009 - January 2014
Skills
Advertising, Social Media, Social Networking, Facebook, Time Management, Microsoft Excel, Microsoft Word
Education
State University of New York College at Oswego 2011 — 2015
Bachelor’s Degree, Marketing
Carlisle & Gallagher Consulting Group October 2013 - Present
Independent Consulting Company January 2012 - January 2013
Bank of America November 2010 - October 2011
Barclays Capital October 2009 - November 2010
Bank of America March 2006 - October 2009
JP Morgan Chase 2005 - 2006
Morgan Stanley September 2003 - May 2005
Bank of New York September 2001 - August 2002
AXA Financial January 1999 - April 2001
KeyCorp August 1998 - January 2001
Skills
Reference Data, Fixed Income, Equities, Capital Markets, Banking, Financial Risk, Trading, Financial Services, Back Office, Risk Management, Middle Office, SDLC, Investment Banking, Credit, Retail Banking, Business Analysis, Finance, Credit Risk, Requirements Gathering, Trading Systems, Relationship Management, Market Risk, Analysis, Investments, Financial Markets, Securities, Portfolio Management, Bloomberg, Market Data, Mutual Funds, Agile Methodologies, AML, Management, Operational Risk, Prime Brokerage, Operational Risk..., Data Analysis, Project Management, Change Management, PMO, Workflow Management, Data Anal, Legacy Conversion, Business Process...
Education
State University of New York - System
BS, Finance
Forbes May 2015 - Present
Leahy Wealth Management Group April 2002 - Present
UBS 1995 - 2002
KeyCorp 1991 - 1994
BTB Planning 1989 - 1991
Skills
Retirement Planning, Wealth Management, Estate Planning, Retirement, Portfolio Management, Financial Advisory, Risk Management, Investments
Education
State University of New York College at Oneonta
Economics and Business
The American College
Personal Finance (ChFC) and Estate Law (AEP)
The Johns Hopkins University - Carey Business School
Plumbing & Mechanical Association of GA August 2002 - Present
E*TRADE Financial August 1998 - January 2000
Key Services 1994 - 1998
KeyCorp 1985 - 1998
Key Bank 1990 - 1995
Smartline 1985 - 1990
Empire of America 1984 - 1990
Skills
Business Strategy, New Business Development, Team Building, Strategic Planning, Leadership, Management, Marketing, Project Planning, Budgets, Sales, Negotiation, Contract Negotiation, Marketing Strategy, Management Consulting, Customer Service, Leadership Development, Change Management, Account Management, Coaching, Business Development, Business Planning, Program Management, Strategy, Sales Management, Operations Management, Team Leadership, Mergers & Acquisitions, Organizational..., Social Media, Training, Sales Process, Sales Operations, Public Speaking, Time Management, Start-ups, Entrepreneurship
Education
State University of New York College at Buffalo 1980 — 1984
BS
Kenmore West High School 1974 — 1978
Buffalo State Collge
Inverness Investment Group April 2006 - Present
The Northern Trust Company 2000 - 2006
KeyCorp 1988 - 1999
Skills
Investments, Portfolio Management, Asset Allocation, Finance, Wealth Management, Strategic Financial..., Investment Advisory, Asset Management, Securities, Investment Strategies, High Net Worth...
Education
CFA Institute 1995 — 1998
Chartered Financial Analyst, Advanced Accounting, Finance, Investment Analysis, Portfolio Management, Ethics & Prof Standards
Weatherhead School of Management at Case Western Reserve University 1984 — 1988
JD MBA, Law, Finance & Accounting
The University of Akron 1980 — 1984
BS (2), Finance & Accounting, Marketing
St. Vincent - St. Mary High School 1976 — 1978
High School Diploma, College Preparatory
Revere High School 1974 — 1976
HS
Sterling National Bank October 2014 - Present
Team Services Incorporated July 2013 - October 2014
KeyCorp June 2006 - July 2013
Passaic County Sheriff's Department 1994 - 2006
Skills
Physical Security, Enforcement, Loans, Mortgage Lending, Business Analysis, Banking, Portfolio Management, Financial Risk, Interrogation, Investigation, Criminal Investigations, Evidence, Crime Prevention, Police, Surveillance, Security Management, Background Checks, Crisis Management, Internal Investigations, Firearms, Risk Management, Criminal Justice, Corporate Security, Private Investigations, Homeland Security, Risk Assessment, Executive Protection, Emergency Management, Security Operations, Counterterrorism, Supervisory Skills, Security, Personal Protection, Fraud, Government, Protection, Public Safety, Security Training, Tactics, Security Audits, First Responder, Criminal Law, Weapons, Policy, Law Enforcement
Education
Sussex County Community College
Associate's degree, Criminal Justice/Safety Studies, Highest Honors
Passaic County Police Academy
Municipal Police Class 99-19BTC
Passaic County Police Academy
County Corrections Class 96-13BCC
KeyBank April 2013 - Present
KeyCorp May 2012 - April 2013
PwC May 2011 - June 2011
MetroHealth Medical Center January 2011 - May 2011
Case Western Reserve University October 2009 - May 2011
Bank of China May 2010 - July 2010
Skills
Financial Analysis, Financial Modeling, Data Analysis, Microsoft Excel, Financial Accounting, Accounting, PowerPoint, Microsoft Office, Research, Finance, Corporate Finance, Microsoft Word, Business Strategy, Auditing, Equities, Competitive Analysis, Sarbanes-Oxley Act, Financial Reporting, Pivot Tables, Valuation, Financial Statement..., Tax, Internal Controls, Quantitative Risk...
Education
Case Western Reserve University - Weatherhead School of Management 2011 — 2012
Masters, Accountancy with Focus on Auditing and Corporate Finance
Case Western Reserve University - Weatherhead School of Management 2008 — 2011
Accounting (Finance Minor), Accounting and Finance, 3.8
London School of Economics and Political Science 2009 — 2009
Study Abroad Program, International Finance, Marketing
Stein Mart August 2011 - Present
Trans World Entertainment February 2004 - September 2011
Trans World Entertainment August 2000 - January 2004
KeyCorp August 1993 - December 1999
Skills
POS, Retail, SDLC, Vendor Management, Business Analysis, Software Project..., Project Management, Leadership, Management, Software Development, Quality Assurance, Store Management, Software Documentation, P&L Management, Strategic Planning, Microsoft Office, Project Planning, Technical Support, Hiring, Data Warehousing, Outlook, Team Leadership, Time Management, Budgets, Store Operations, Oracle, Team Building, Credit Cards, Windows 7, Computer Hardware, New Store Openings, Analysis, Windows, Process Improvement
Education
Siena College
BS
KeyBanc Capital Markets OwnerOxford International School of Languages, Savona, ItalyNovember 2007 - Present
La Cucina di Via January 2000 - Present
Key Bank January 1979 - Present
KeyBank 1979 - Present
KeyCorp 1979 - Present
Skills
Financial Modeling, Mergers & Acquisitions, Investments, Credit, Management, Banking, Investment Banking, Credit Analysis, Portfolio Management, Corporate Finance, Financial Analysis, Due Diligence, Valuation, Risk Management, Strategic Planning
Education
Smith College 1971 — 1975
BA, Spanish and Portuguese
DSG Computer Services 2001 - Present
Flagstaff Academy June 2011 - August 2015
Digital Retirement Solutions January 2011 - August 2011
KeyCorp January 2006 - January 2011
Synergy Global Solutions January 2001 - January 2006
CDI Corporation October 1999 - January 2001
Skills
Servers, Active Directory, Troubleshooting, Network Administration, Technical Support, Computer Hardware, Hardware, Software Installation, Networking, Leadership, Microsoft Certified..., IT Management, Integration, Linux, Printers, Lotus Notes, Windows Server, Disaster Recovery, Software Development, Mac Support, Vendor Management, Windows XP, System Administration, Customer Service
Education
Cytech 1999 — 2000
MCSE, MCSE, 4.0
State University of New York College at Oswego 1997 — 2000
Bachelor of Science (BS), Geology
KeyBank May 2013 - Present
KeyBank May 2011 - May 2013
KeyCorp June 2010 - May 2013
KeyCorp November 2006 - June 2010
Federal Reserve Bank of Cleveland 2003 - 2006
CDT International 2000 - 2003
USAID 1997 - 2000
The World Bank 1995 - 1996
BearingPoint/KPMG 1994 - 1995
Office of Thrift Supervision 1989 - 1994
Skills
Alternative Investments, Banking, AML, Risk Management, Mortgage Lending, Loans, Credit, Operational Risk, Credit Risk, Enterprise Risk..., Securities, Credit Analysis, Due Diligence, Operational Risk..., Financial Services, Financial Risk
Education
The George Washington University Law School 1984 — 1987
J.D.
University of Maryland College Park 1979 — 1984
BA, English
Office of the Comptroller of the Currency May 2009 - Present
COSE 2008 - Present
Olympia Candies March 1997 - May 2009
KeyCorp March 1991 - March 1997
Office of the Comptroller of the Currency April 1983 - March 1991
Education
Texas Christian University 1979 — 1983
CB Craft Brewers July 2015 - Present
Independent Business Owner September 2012 - Present
KeyCorp October 2008 - June 2010
JPMorgan Chase November 2007 - October 2008
Skills
Financial Analysis, Retirement Planning, Strategic Financial..., Loans, Credit, Banking, Portfolio Management, Investments, Customer Service, Fixed Income, Financial Risk, Microsoft Office, Equities, Asset Managment, Budgets, Team Building, Commercial Banking, Makeovers, Skin Care, Body Care, Fragrance, Cosmetics, Be Your Own Boss, Customer Satisfaction, Beauty Industry, Gifts, Trends, Hostesses, Retail, Leadership, Accounting, Selling, Coaching, Pricing, Cold Calling, Sales
Education
State University of New York at New Paltz 2003 — 2007
BA, Psychology, Communication
West Genesee Senior High School
ERC July 2013 - Present
HR Works, LLC August 2010 - July 2013
Education Management Corporation April 2009 - August 2010
American Greetings October 1998 - March 2009
Pioneer Standard Electronics (Agilysys Inc.) November 1997 - October 1998
KeyCorp April 1990 - November 1997
The Sherwin-Williams Company April 1984 - April 1990
Skills
Deferred Compensation, Employee Benefits, HRIS, Strategy, Human Resources, Compensation & Benefit, Incentive Programs, Succession Planning, Compensation & Benefits
Education
University at Buffalo 1982 — 1983
MBA, Human Resources
State University of New York College at Fredonia 1978 — 1982
Bachelor of Arts, Sociology, Business Admin., Labor Relations
Cost Control Associates, Inc. May 2015 - Present
M2Communications March 2008 - Present
Glens Falls Symphony Orchestra January 2012 - October 2013
Albany Engineering Corporation February 2010 - July 2012
Key Equipment Finance 1996 - 2008
KeyCorp 1992 - 1996
Key Technology Services 1989 - 1992
Skills
Writing, Editing, Marketing Communications, Corporate Communications, Organizational..., InDesign, QuarkXPress, Pagemaker, Press Releases, Marketing Strategy, Newsletters, Strategy, Community Outreach, Publications, Internal Communications, Management, Training, Proofreading, Marketing, Web Content, Publishing, Fundraising
Education
Skidmore College
B.A.
Katharine Gibbs School
Livingston High School
POWER Engineers August 2015 - Present
POWER Engineers April 2013 - August 2015
CH2M October 2005 - April 2013
Albertsons January 2005 - October 2005
Albertsons March 2001 - January 2005
KeyCorp June 1998 - December 2000
Corbett & Company CHTD., C.P.A.'s January 1998 - April 1998
Department of Aviation & Public Transportation June 1997 - August 1997
Skills
Access, Project Management, Oracle E-Business Suite, MS Project, Visio, Analysis, Process Improvement, Microsoft Excel, Software Documentation, Microsoft Office, Oracle Applications, SharePoint, Budgets, Financial Analysis, Variance Analysis, Business Process..., Business Analysis, Business Intelligence, Internal Controls
Education
The College of Idaho 1995 — 1998
Bachelor's degree, Accounting and Business/Management
University of Idaho 1993 — 1995
Accounting
Wells Fargo December 2013 - Present
Royal Bank of Scotland June 2011 - November 2013
Ernst & Young January 2011 - June 2011
KeyCorp May 2008 - November 2009
KeyCorp May 2006 - April 2008
KeyCorp January 2005 - April 2006
Cromwell Partners (now Caldwell Partners) 2002 - 2004
Heidrick & Struggles July 2000 - June 2002
CIGNA January 1999 - June 2000
Citigroup - Smith Barney March 1993 - August 1996
Skills
Investments, Strategy, Executive Coaching, Human Resources, Financial Services, Succession Planning, Personnel Management, Asset Management, Management, Change Management, CRM, Leadership, Interviews, Equities, Finance, HR Consulting, Capital Markets, Organizational Design, Performance Management, Deferred Compensation
Education
Teachers College of Columbia University
MA, Industrial & Organizational Psychology
The Ohio State University
BS, Business Administration
Autotask February 2012 - Present
Pitney Bowes Software July 2007 - February 2012
Pitney Bowes MapInfo December 2006 - July 2007
MapInfo Corporation February 2000 - December 2006
KeyCorp June 1997 - February 2000
Neddam Software Technologies April 1996 - June 1997
Skills
Enterprise Architecture, Integration, SaaS, Project Management, ITIL v3 Foundations..., PMP, Professional Services, Distributed Team..., Process Improvement, High Performance..., Managed Services, Global Teams, Sales Support, Sales Operations, Cloud Computing, IT Service Management, Project Portfolio..., Service Delivery, SDLC, Enterprise Software, Leadership, Information Technology, Team Leadership, Software Development, IT Strategy, Consulting, CRM, Business Intelligence, IT Management, Management, ITIL, ERP, Analysis
Education
The College of Saint Rose
MBA, Computer Information Systems
Siena College
BS, Computer Science
FIS December 2012 - Present
Saratoga/Fidelity National Information Services - TD Bank Data Center April 2011 - December 2012
Saratoga/Fidelity National Information Services TD Bank Data Center August 2009 - April 2011
Colonial Home Finance, Inc 2002 - 2006
MetLife 2000 - 2001
Alltel Information Services (now known as Fidelity Information Services) May 1996 - November 2000
ALBANK FSB ( currently First Niagara Corp) December 1995 - May 1996
Novalis Corporation 1994 - 1995
KeyCorp 1991 - 1994
General Electric Consulting Services July 1990 - November 1991
Skills
Banking, Mergers, Customer Relations, Budgeting, Business Analysis, Microsoft Office, Customer Service, Visio, Documentation, Planning, Problem Solving, Risk Management, Analysis, Strategic Planning, SDLC, Project Planning, Software Documentation, Budgets, Program Management, Integration, MS Project, Project Management, Process Improvement, Mergers & Acquisitions, CRM, Team Leadership, Leadership, Management, Management Consulting, Vendor Management, Business Process..., PMO, Testing, Requirements Gathering, Requirements Analysis, Resource Management, Data Center, IT Strategy, Software Project..., Business Process, SharePoint, Business Requirements, Project Portfolio..., Change Management, Cross-functional Team..., Team Building, Training, Mainframe, Systems Analysis, Microsoft Excel
Education
State University of New York College at Potsdam 1980 — 1984
BA, History with a minor in Urban Planning and Regional Development
Syracuse University 1987 — 1988
Business Administration
KeyCorp November 2010 - Present
InnoRiva May 2009 - November 2010
National City Bank (now PNC Bank) September 2005 - May 2009
Capgemini / Ernst & Young October 1998 - September 2005
NIIT May 1992 - October 1998
Education
Thapar Institute of Engineering and Technology 1988 — 1991
Masters in Computer Applications
MB Financial Bank August 2014 - Present
Cole Taylor Bank January 2013 - Present
Cole Taylor Bank January 2012 - January 2013
Bank of America October 2010 - September 2011
Bank of America April 2008 - October 2010
LaSalle Bank July 1997 - April 2008
KeyCorp August 1986 - July 1997
Skills
Banking, Analysis, Analytics, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Forecasting, Integration, Leadership, Mergers, Mergers, Process Improvement, Strategic Financial..., Strategy
Education
State University of New York College at Fredonia 1982 — 1986
Bachelor of science, accounting
NOCO Energy Corp. November 2014 - Present
Caplugs January 2013 - February 2014
HSBC January 1999 - October 2012
HSBC July 1992 - December 1998
KeyCorp January 1991 - July 1992
Goldome Bank January 1989 - December 1990
Skills
• Corporate Mergers /..., •Auditing/Boards of..., •International Tax, •Financial Reporting, •Subsidiaries/Holding..., •Fluent in Arabic, •Applied Mathematics, •Cultures/Global Issue, International Tax, Divestitures, Mergers, Financial Reporting, Appeals, Corporate Tax, Tax
Education
SUNY at Buffalo 1997 — 2000
School of Managemnet, Graduate Tax Certificate
State University of New York College at Fredonia 1980 — 1984
Bachelor of Science (B.S.), Accounting
KeyBank June 2014 - Present
KeyCorp May 2006 - May 2014
Computer Aid, Inc. April 2004 - May 2006
Logic Technology Inc. March 1999 - April 2004
Computer Technology Services September 1989 - March 1999
Skills
DB2/SQL, COBOL, DB2, Application Development, Requirements Gathering, JCL, Analysis, Software Development, Systems Analysis, Business Analysis, Data Warehousing, Requirements Analysis, Business Process, Business Requirements, CICS, Mainframe, SDLC, Testing, VSAM, Visio
Education
State University of New York at Canton
Associates Degree, Data Processing
KeyCorp May 2007 - Present
MetLife 2003 - 2007
Bassett Healthcare Network 1998 - 2003
Skills
Backup & Recovery...
Education
State University of New York Institute of Technology at Utica/Rome 1992 — 1995
B.S., Computer Science & Computer Information Systems
Achieva Credit Union October 2012 - Present
KeyCorp August 2008 - August 2011
KeyCorp October 2007 - August 2008
KeyCorp June 2007 - October 2007
KeyCorp March 2005 - June 2007
AirTran Airways June 2002 - October 2004
Payless ShoeSource October 2001 - February 2004
Skills
Outstanding Customer..., Software Training, General Ledger..., Account Reconciliation, Customer Experience, Coaching, Microsoft Word, Customer Service, Team Building, Direct Sales, PowerPoint, Answering Telephones, Call Centers, Microsoft Excel, Banking, Training, Microsoft Office, Hands-on Training, Management, Team Leadership, Time Management, Customer Satisfaction, Telecommunications
Education
Sinclair Community College 2001 — 2004
Associates, Applied Science Travel & Tourism
KeyCorp January 1997 - Present
KeyBank 1994 - 1996
Ameritrust 1991 - 1994
IBM January 1988 - July 1988
Skills
Investments, Banking, Portfolio Management, Retail Banking, Relationship Management, Risk Management, Financial Analysis, Finance, Asset Management, Business Development, Strategic Planning, Management, Commercial Banking, Strategic Financial..., Commercial Lending, Credit, Credit Analysis, Wealth Management, Financial Planning
Education
The Ohio State University 1986 — 1990
Bachelor of Science (B.S.) Business Administration (Accounting), Accounting and Finance, 3.3 GPA
Cannon Financial Institute
Trust Sales 2
Cannon Financial Institute
Trust Sales School
Midwest Trust School
Midwest Trust School
BNY Mellon December 2012 - Present
KeyCorp May 2008 - January 2013
LIBERTY RESOURCES INCORPORATED August 2011 - July 2012
Wegman's Food Markets March 1999 - April 2012
Church World Services July 2006 - August 2007
Skills
Banking, Customer Service, Event Planning, Leadership, Microsoft Excel, Sales, Social Media, Software Documentation, Time Management, Financial Analysis, Marketing, Marketing Strategy, Microsoft Office, Social Media Marketing, Team Building, Team Leadership
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2012
Bachelor of Science, Marketing Management and Strategic Management
SUNY at Buffalo 2002 — 2005
Buisness Administration Concentration
Citizens Bank May 2014 - Present
Key Bank FKA Society Bank January 1988 - May 2014
KeyCorp July 1983 - May 2014
Howard Hanna/ Realty One! 2004 - 2007
U.S. Bank Home Mortgage January 2004 - January 2005
WAC Inc January 1994 - January 2002
Skills
Mortgage Lending, Mortgage Banking, USDA, Loan Origination, Refinance, Real Estate, Loans, FHA, Commercial Lending, Investment Properties, Referrals, Sellers, Selling, Foreclosures, Real Estate Transactions, Credit, Residential Mortgages, Credit Analysis, VA loans, Real Estate Economics, First Time Home Buyers, REO, Finance, Buyers, Sales, FHA financing, Home Equity Loans, Condos, Government Loans, Construction Loans, Single Family Homes, Move Up Buyers, Sales Management, NMLS Licensed, Residential Homes, Investments, Short Sales, VA Loans, Management, Negotiation, Cross Selling, Relationship Management, Real Estate Financing
Education
Stark State & Kent State College
Finance - Business, Business Mgt-Banking/Finance
Bini Technologies 2013 - 2014
AdvizeX Technologies 2011 - 2012
Progressive Insurance 2010 - 2012
Bennett Adelson 2009 - 2010
Microsoft April 2008 - June 2009
Keybank August 2004 - September 2007
KeyCorp 2004 - 2007
Covansys July 1997 - July 2004
Prosource 2002 - 2004
Skills
SharePoint, Agile Methodologies, Enterprise Architecture, .NET, Microsoft Office..., Disaster Recovery, Databases, Business Intelligence, Solution Architecture, Vendor Management, IIS, Architecture, Software Project..., Business Analysis, ITIL, Visio, Integration, Requirements Analysis, Microsoft SQL Server, Windows, Cloud Computing, IT Service Management, PMP, Requirements Gathering, SDLC, SOA, Virtualization, XML, Security, Microsoft Technologies, Enterprise Software, Windows Server, IT Strategy, Data Center, ASP.NET, SSRS, SaaS, Servers, Infrastructure, Architectures, IT Management, Web Services, System Deployment, Active Directory, High Availability, Data Warehousing, Consulting, Management, SharePoint Server, SQL
Education
Stevens Institute of Technology 1992 — 1997
BE
Eripere Capital Partners 2011 - Present
Red Capital Group 1996 - 2011
KeyCorp November 1995 - May 1996
National Affordable Housing Trust June 1989 - November 1995
Skills
Affordable Housing, Real Estate Economics, Asset Managment, Disposition, Asset Management, Due Diligence, Land Acquisition, Real Estate Development, Real Estate, Leases, Portfolio Management, Property Management, Real Estate Transactions, Tax Credits, Strategic Planning, LIHTC, Real Estate Financing, Apartments, Investments, Real Estate Private..., Commercial Real Estate, Investment Properties, Brokerage, Entitlements, Landlords, Corporate Real Estate, Acquisitions, Location Intelligence, Lease Administration, Property, Dispositions
Education
The Ohio State University 1980 — 1984
Bachelor of Science in Business Administration, Double Major: Marketing and Transportation & Logistics
Western Reserve Group August 2014 - Present
Westfield Group/Westfield Insurance June 2013 - June 2014
Progressive Insurance June 2012 - May 2013
King's Medical Group June 2011 - May 2012
IntelliCorp Records, Inc. February 2009 - April 2011
CTPartners S.A. March 2007 - January 2009
KeyCorp 2005 - 2007
Brulant 2005 - 2006
Accenture 1996 - 2005
The Lubrizol Corporation 1991 - 1992
Skills
Project Management, Application Development, Onshore / Offshore..., Business and Technology..., Solutions Implementation, Vendor Management, Contract Negotiation, Waterfall / RUP /Agile, Data Center..., Solution Implementation, Liaison, Infrastructure..., Agile Methodologies, Waterfall, SDLC, SharePoint, Software Development, Business Analysis, Management, Process Improvement, Project Planning, Testing, Data Center, PMP, Team Management
Education
Walsh University 2008 — 2009
MBA
The University of Akron 1990 — 1995
BS
KeyCorp August 2014 - Present
Zeidan & Assiciates, LLC May 2012 - June 2014
Student Legal Services at the Ohio State University May 2013 - May 2014
Skills
Legal Writing, Legal Research, Corporate Law
Education
The Ohio State University Moritz College of Law 2011 — 2014
Doctor of Law (J.D.), Law
The Ohio State University 2007 — 2011
Bachelor of Arts (B.A.), Economics, International Studies, and Philosophy
Greenville Technical College August 2006 - Present
Las Vegas Hilton 2005 - 2006
Tropicana Casino & Resort 2004 - 2005
Riviera Hotel & Casino 1996 - 2004
National City Bank 1994 - 1995
KeyCorp 1985 - 1994
Skills
QuickBooks, Financial Accounting, Accounting, Finance, Account Reconciliation, Accounts Receivable, Access, Internal Controls, Bookkeeping, Bank Reconciliation, Payroll, Budgets, Leadership Development, Microsoft Office, Financial Reporting, Higher Education, Public Speaking, Auditing, Management, Microsoft Excel
Education
The University of Akron 1978 — 1980
Bachelor's degree, Accounting
Oracle January 2013 - Present
KeyCorp September 2003 - January 2013
Arter & Hadden February 2002 - August 2003
Summit Professional Systems March 1997 - February 2002
Skills
Linux, RHCE, Ruby on Rails, Mac OS X, Scripting, Splunk, VMware ESX, Tivoli Access Manager, Unix, OS X, AIX, Bash, Red Hat Linux, Apache, LDAP, PKI, Active Directory, Perl, Security, Shell Scripting, Solaris, System Administration, TCP/IP, Windows Server
Education
The University of Akron 1996 — 2003
Bachelors, Computer Science
Global Digital Group, LLC January 2014 - December 2014
AXA Life Invest March 2009 - January 2013
AXA Distributors February 2001 - March 2009
Mediacom Ventures September 1999 - January 2001
Time Inc. New Media (Pathfinder) July 1998 - September 1999
JPMorgan Chase January 1993 - July 1998
KeyCorp June 1986 - January 1992
Innovative Sciences March 1979 - January 1992
Skills
Web Development, Marketing Strategy, E-business, Risk Management, Change Management, Leadership, Business Strategy, Business Analysis, Project Management, Analytics, E-commerce, Requirements Gathering, Strategy, Management, Financial Services, Mergers, Business Process..., IT Strategy, Finance, Program Management, Strategic Planning, Insurance, Governance, CRM, Analysis, Business Development, Project Portfolio..., Start-ups, Product Management, Cross-functional Team..., Business Intelligence, IT Management, Business Process, Team Management, Project Delivery, SDLC, Requirements Analysis, Mergers & Acquisitions, Software Project..., Process Improvement, Business Transformation, Consulting, Business Requirements, Marketing, PMO, Team Leadership, Vendor Management, Management Consulting, Enterprise Architecture, Outsourcing
Education
Case Western Reserve University - Weatherhead School of Management
MBA, Marketing / Strategy
Saint Lawrence University
B.A., Government
Onteora Central High School
Lender Processing Services (LPS) December 2008 - March 2012
KeyCorp 1989 - August 2008
Key Bank September 1988 - August 2008
Federal Reserve Bank of Cleveland January 1984 - September 1988
Education
The Ohio State University 1978 — 1983
Bachelor of Business Administration (B.B.A.)
National City Bank April 2006 - Present
National City Bank 2001 - March 2006
National City Bank 1998 - 2000
KeyCorp 1997 - 1998
Skills
Management, Negotiation, Vendor Management, Portfolio Management, Banking, Leadership, Strategy, Strategic Sourcing
Education
The Ohio State University Fisher College of Business 1986 — 1988
MBA, Concentration in Marketing
University of Cincinnati 1980 — 1984
BBA, Finance and Accounting double major
Weatherby Healthcare October 2006 - Present
At&t Wireless 2002 - 2004
KeyCorp 1998 - 2001
Skills
New Business Development, Permanent Placement, Talent Acquisition, Sales, Sales Process, Recruiting, Applicant Tracking..., Healthcare, Cold Calling, Sales Management, Account Management, Building Relationships, Temporary Staffing, Technical Recruiting, Sourcing, Internet Recruiting, Staffing Services, Temporary Placement, Contract Recruitment, Physicians, Onboarding, Client Development, Screening Resumes, Business Development, Business Networking, Direct Sales, Screening, Hospitals, Physician Relations, Healthcare Consulting, Healthcare Management, Hiring
Education
The University of Akron 1994 — 1998
Alliance High School 1993 — 1994
Fork Union Military Academy 1990 — 1993
Eaton January 2014 - Present
FedEx March 2006 - November 2013
Everstream 2004 - 2006
KeyCorp 2001 - 2004
Whittman-Hart 1997 - 2001
Skills
Enterprise Architecture, Data Warehousing, Business Intelligence, J2EE Application..., Oracle SQL, PL/SQL, Technical Leadership, ERP Software, Supply Chain Management, Oracle, SQL
Education
The University of Akron
Bachelor of Science (BS), Management Information Systems, General
Sherwin Williams March 2013 - Present
Sherwin Williams October 2011 - March 2013
KeyCorp October 2010 - October 2011
KeyCorp April 2008 - October 2010
KeyCorp July 2007 - April 2008
KeyBank May 2007 - July 2007
The J.M. Smucker Company July 2006 - May 2007
Skills
SQL, Java, JavaScript, Software Development, jQuery, Testing, Web Development, Websphere, Oracle, Quality Assurance, HTML, Databases, Information Technology, Agile Methodologies, Hibernate, Requirements Analysis, Web Applications, SDLC, Systems Analysis, Troubleshooting, Eclipse, Java Enterprise Edition, CSS, Object Oriented Design, Microsoft SQL Server, MySQL
Education
The University of Akron 2003 — 2007
B.S., E-Business Technologies, Information Systems Management, Supply Chain/Operations Management
Mentor High School 2000 — 2003
KeyCorp 1996 - Present
Bank One 1989 - 1996
Skills
Banking, Credit, Commercial Lending, Commercial Banking, Small Business Lending, Credit Analysis, Loans, Risk Management, Operational Risk..., Credit Risk, Lines Of Credit, Mortgage Lending, Financial Risk, Capital Markets, Consumer Lending, Retail Banking, Operational Risk, Auditing
Education
The Ohio State University - The Max M. Fisher College of Business 1985 — 1989
BSBA
KeyCorp January 2012 - Present
Key Equipment Finance August 2007 - January 2012
Key Equipment Finance May 2005 - August 2007
Key Equipment Finance July 2003 - May 2005
Skills
Credit, Strategic Communications, Technology Solution..., Program Development, Banking, Strategic Planning, Business Process, Software Documentation, Business Analysis, Call Centers, Relationship Management, Executive Management, Leadership, Team Building, Forecasting, Process Improvement, Project Management, Vendor Management, Portfolio Management, Financial Modeling, Credit Risk, Analysis, Program Management, Management, Credit Analysis, Financial Reporting, Change Management, Coaching, Budgets, Corporate Finance, Business Development, Mergers & Acquisitions, Financial Analysis, Pricing, Contract Negotiation, Commercial Lending, Customer Service, Data Analysis, Accounting, Underwriting, Business Strategy, Asset Management, Marketing, Finance, Commercial Banking, Access, Financial Services, Loans, Risk Management, Training
Education
Siena College 1996 — 2000
Bachelor of Science (B.S.), Accounting
Scallop, LLC January 2011 - Present
Munder Capital Management August 2008 - June 2011
Hanover Strategic Management, Inc. April 2007 - July 2008
Standish Mellon Asset Management November 1995 - March 2007
ASARCO, Inc. November 1987 - November 1995
KeyCorp 1983 - 1988
Skills
Investments, Alternative Investments, Investment Management, Hedge Funds, Fixed Income, Asset Allocation, Equities, High Yield, Real Estate, Residential Investment...
Education
Syracuse University 1980 — 1983
BS, Finance
Key Equipment Finance May 2011 - Present
KeyBank October 2006 - May 2011
Key Equipment Finance April 2004 - October 2006
Key Equipment Finance July 1996 - April 2004
KeyCorp October 1991 - July 1996
Ernst & Young September 1988 - October 1991
Skills
Business Analysis, Credit, Finance, Banking, Management, Risk Management, Financial Analysis, Auditing, Financial Services, Credit Analysis, Credit Risk, Loans, Portfolio Management, Process Improvement, Vendor Management
Education
Siena College 1984 — 1988
BBA, Accounting
MacNealy Hoover Investment Mgmt July 1999 - Present
KeyCorp June 1987 - July 1999
Education
The University of Akron 1989 — 1991
MBA, Finance
The College of Wooster 1984 — 1987
BA, Business Economics
Culver Military Academy 1980 — 1983
Secondary Education
First Niagara Bank January 2012 - Present
KeyCorp 1997 - January 2012
M&T Bank 2003 - 2006
CTG 1999 - 2003
Skills
SDLC, Enterprise Architecture, Vendor Management, Business Analysis, IT Strategy, Java, Disaster Recovery, Requirements Analysis
Education
State University of New York College at Buffalo 1989 — 1993
B.S, Computer Science
Case Western Reserve University December 2009 - Present
KeyCorp February 2007 - November 2009
KeyCorp August 2004 - February 2007
BISYS Fund Services July 2003 - August 2004
BISYS Fund Services June 2000 - July 2003
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Bloomberg, Budgets, Banking, Corporate Finance, Mutual Funds, Analysis, Strategic Financial..., Finance, Accounting, Variance Analysis, General Ledger, Account Reconciliation
Education
Case Western Reserve University - Weatherhead School of Management 2012 — 2015
Master of Business Administration (MBA)
The Ohio State University Fisher College of Business 1996 — 2000
B.S. in Business Administration, Finance
The University of Findlay 1995 — 1996
Findlay High School 1991 — 1995
Phillips Edison & Company January 2015 - Present
Phillips Edison & Company August 2014 - December 2014
Phillips Edison & Company October 2013 - August 2014
Sterling Jewelers November 2010 - October 2013
Barnes Distribution March 2010 - November 2010
Barnes Distribution January 2009 - March 2010
Key Bank November 2007 - December 2008
KeyCorp July 2007 - April 2008
The Ohio State University December 2005 - June 2007
The Ohio State University September 2005 - May 2007
Skills
Software Development, Integration, VB.NET, C#, Microsoft SQL Server, Java, Software Engineering, SQL, Web Services, Software Design, ASP.NET, Web Applications, SharePoint, Object Oriented Design, JavaScript, Programming, SDLC, Visual Basic, Oracle, Java Enterprise Edition, HTML, Access, Visual Studio, Business Intelligence, Websphere, Analysis, .NET, XML, Databases, Process Improvement, Business Analysis, ERP
Education
The Ohio State University 2005 — 2007
M.S., Computer Science & Engineering
The Ohio State University 1999 — 2003
B.S., Computer Science
Anthem November 2009 - September 2015
Coalition America August 1997 - July 2008
Coalition America March 2000 - September 2003
KeyCorp August 1993 - May 1997
KeyBank February 1989 - August 1993
Skills
Research, Training, Business Process..., Process Improvement, Internal Audit, Time Management, Auditing, Financial Analysis, Business Analysis
Education
SUNY Orange 1997 — 2004
Associate of Arts and Sciences (A.A.S.), Accounting, A
KeyBank May 2006 - Present
Key Equipment Finance August 1994 - April 2006
KeyCorp September 1990 - July 1994
Skills
Compliance, Tax, Research, Process Improvement, Sales Tax
Education
The Sage Colleges-Sage Graduate School 1995 — 1997
MBA, Finance
Siena College 1984 — 1988
BBA, Accounting
PNC Bank October 2009 - Present
Key Bank July 2002 - November 2009
KeyCorp June 1998 - June 2002
Key Bank January 1994 - May 1998
The Jacobs Group September 1988 - December 1994
Skills
Strategy, Mergers & Acquisitions, Financial Analysis, Strategic Planning, Leadership, Real Estate, Real Estate Transactions, Banking, Capital Budgeting
Education
The University of Akron 1983 — 1988
BA, Finance and Accounting
Northwestern Mutual April 2013 - Present
KeyCorp June 2011 - January 2013
Unilever August 2010 - May 2011
Unilever March 2007 - July 2010
News America Marketing May 2005 - February 2007
Syracuse University 2000 - 2004
Cleveland Metroparks 1996 - 2000
Skills
Financial Analysis, Financial Modeling, Cost Reduction/Avoidance, Performance Reporting, Month End Close, Variance Analysis, Strategic Financial..., Forecasting, Budgets, M&A support, Divestitures, Consolidation, Balance Sheet, Income Statement, Consolidated Financial..., Trusted Business Partner, Decision Support, Process Improvement, Problem Solving, Cross-team Collaboration, Access Database, Microsoft Excel, Team Building, College Recruiting, Manufacturing, Supply Chain Operations, Logistics, FMCG, Retail Banking, Public Relations, Advertising, Marketing, Sports, Production Managment, Financial Reporting, Banking
Education
Syracuse University 2000 — 2003
Bachelor of Science (BS)
Syracuse University - Martin J. Whitman School of Management 2000 — 2003
Forensic Accounting Services Group, LLC ConsultantMTI MicroFuel Cells2008 - Present
NYS Credit Union League January 1997 - March 2004
KeyCorp January 1991 - December 1996
Skills
Process Improvement, Financial Analysis, Financial Reporting, Internal Controls, Accounting, Strategic Planning, Management Consulting, Strategy, Project Management, Team Building, Start-ups, Budgets
Education
Siena College 1983 — 1987
BBA, Accounting
KeyCorp 2012 - Present
Key Bank June 2012 - March 2013
Key Bank March 2008 - June 2012
Trans World Entertainment 1987 - 2007
Skills
Retail Banking, Sales Management, Banking, Loans, Risk Management, Consumer Lending, Credit, Small Business Lending, Commercial Banking, Mortgage Lending, Commercial Lending, Lines Of Credit, Loan Origination, Relationship Management, Cash Management
Education
State University of New York College at Brockport 1990 — 1995
Key Bank 1996 - Present
KeyCorp 1978 - Present
Key Private Bank 1996 - 2013
Key Private Bank 2011 - 2011
Skills
Wealth Management, Credit, Asset Management, Investments, Portfolio Management, Asset Managment, Asset Allocation
Education
St. Joseph's College (IN) 1973 — 1977
Cleveland Clinic September 2009 - Present
Resolve Corporation May 2009 - November 2009
Avvenire Solutions June 2008 - April 2009
KeyBank November 1999 - June 2008
KeyCorp 1999 - 2008
D.P.A.I. March 1999 - November 1999
Microsoft September 1998 - March 1999
Esa Software July 1995 - September 1998
LTV Steel May 1990 - July 1995
Skills
Banking, SharePoint, Agile Methodologies, Microsoft SQL Server, Integration, Visual Basic, Leadership, COBOL, .NET, Application Architecture, Systems Analysis, TFS, C#, ASP.NET, iOS development, Mobile Applications, Systems Integration, Scrum, Epic Systems, Distributed Systems, Oracle PL/SQL..., FTP, System Testing, Medical Records, Medical Billing, Hospital Information..., Test Driven Development, Xcode, Mac OS, TCP/IP, Project Management, ETL, Device Integration, Data Interfaces, Technical Liaison, Real-time Data..., Manufacturing, E-commerce, ASP
Education
The University of Akron 1984 — 1990
B.S. Electronic Engineering Technology, Electronic Engineering Technology
Franklin Templeton Group March 2002 - Present
Franklin Templeton Investments 2002 - Present
Franklin Templeton 1992 - Present
Key Technology Services - KeyCorp 1991 - 2003
KeyCorp 1991 - 2002
KeyBank 1990 - 2002
Skills
Vendor Management, Financial Services, SDLC, Program Management, Risk Management, Business Analysis, Team Building, Change Management, IT Strategy, Leadership, Process Improvement, Project Management, Relationship Management, Strategy, Banking, Business Process...
Education
The College of Saint Rose 1991 — 1995
BS, Mangement/Computer Science
The College of Saint Rose 1991 — 1995
MBA, Management
Technical Building Services Inc July 2011 - April 2014
NYS Tax and Finance April 2009 - October 2010
Associate Board Cleveland Catholic Diocese 2003 - April 2009
Accountemps 2007 - 2008
NESCO Accounting & Finance 2006 - 2006
KeyCorp July 1995 - September 2001
Public Adjusters Corporation 1989 - 1992
Skills
Accounts Receivable, Accounts Payable, Journal Entries, Bank Reconciliation, Invoicing, General Ledger, Account Reconciliation, Microsoft Word, Access, Purchasing Agent, QuickBooks, Accruals, Financial Reporting, Purchasing, Microsoft Excel
Education
Bishop Maginn High School
Holy Cross Grammar School
The College of Saint Rose
BS, Business Administration
KeyCorp March 2006 - Present
Skills
Microsoft Excel, CPA, Accounting, Spreadsheets, CorpTax, Financial Modeling, Income Tax, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Corporate Tax, Tax, Tax Accounting, Financial Analysis, Corporate Finance, Financial Accounting, Finance, Account Reconciliation, Financial Statements, MS Excel Pivot Tables, Microsoft Office, Process Improvement, E-file
Education
Case Western Reserve University 2004 — 2006
Masters of Accountancy, Taxation
The Ohio State University 2000 — 2004
Bachelor of Science (B.S.), Accounting
Flannery Consulting January 2011 - Present
Kenmore Middle School September 2007 - June 2009
Arthur Andersen, LLP December 1998 - October 2002
KeyCorp September 1993 - March 1998
The Chase Manhattan Bank May 1991 - August 1993
Skills
Change Management, Fundraising, Strategy, Event Planning, Management, Training, Budgets, Software Documentation, Finance, Integration, Program Management
Education
The George Washington University
B.A., Education & Human Develpment / Political Science
The George Washington University - School of Business
MBA, Finance
Scotia Capital November 2010 - Present
BMO Capital Markets 2006 - 2010
Keycorp February 2002 - November 2005
IMAX August 2001 - December 2001
Skills
Capital Markets, Equity Research, Fixed Income, Financial Analysis, Equities, Derivatives
Education
CPA Ontario 2015 — 2019
Accounting and Finance
Simon Fraser University 1987 — 1992
PIP USA July 2014 - Present
MVP Health Care July 2012 - August 2014
Banco Popular 2004 - June 2012
Banco Popular North America July 2000 - June 2012
Banco Popular North America 2000 - 2011
KeyCorp June 1997 - July 2000
Skills
Banking, Financial Analysis, Financial Modeling, Corporate Finance, System Implementations, Forecasting, Financial Reporting
Education
The College of Saint Rose 1994 — 1996
B.S., Business Administration and Banking
Burkett Books September 2003 - Present
The Partnership for Excellence (fna Ohio Partnership for Excellence) 2001 - Present
KeyBank March 2007 - April 2013
Sky Financial Group 2005 - 2007
Huntington Bancshares Incorporated / Sky Financial Group, Inc. 2005 - 2005
KeyCorp July 1988 - June 1996
Skills
Change Management, Training, Project Management, Process Improvement, Analysis, Business Analysis, Business Process..., Leadership, Management, Program Management, Risk Management, Software Documentation, Strategic Planning, Vendor Management, Visio
Education
Spring Arbor University 2002 — 2004
MA, Organizational Management
Emanuel College - Franklin Springs, GA 1974 — 1979
BA, Christian Education
Kaiser Permanente June 2009 - July 2011
Nestle, USA September 2006 - September 2008
Third Federal Savings August 2002 - September 2006
KeyCorp July 1983 - December 2000
Skills
Employee Benefits, Human Resources, Marketing, Management
Education
The Sage Colleges - Russell Sage College 1979 — 1983
Bachelor of Science, Public Administration
KeyCorp January 1999 - Present
Skills
ACH, Banking, Retail Banking, Payments, Business Analysis, Credit Cards, Relationship Management, Loans, Credit, Debit Cards, Commercial Banking
Education
Siena College 1980 — 1987
Bachelors, Marketing
Wells Fargo Information ArchitectWells Fargo2000 - 2009
Brady Consulting February 1995 - August 1999
KeyCorp June 1992 - February 1995
PepsiCo February 1988 - June 1992
PFS 1988 - 1992
Koch Industries August 1985 - March 1988
Skills
PMO, Enterprise Software, Strategy, CRM, Enterprise Architecture, SDLC, Business Intelligence, Business Analysis, Requirements Gathering, Integration, IT Strategy, Agile Methodologies, Requirements Analysis
Education
Simpson College 1981 — 1985
BA, Accounting, Economics, Computer Science
Prana Yoga and Dance June 2013 - Present
Cleveland Center for Eating Disorders May 2012 - Present
Jenny Craig April 2009 - October 2012
KeyCorp September 2007 - October 2008
Quicken Loans November 2006 - September 2007
Skills
Public Speaking, Microsoft Office, Nutrition, Customer Service, PowerPoint, Health Promotion, Mortgage Lending, Loans, Nutritional Counseling, Wellness, Health Education, Nutrition Education
Education
The University of Akron 2010 — 2012
The Bachelor of Science, Nutrition and Dietetics
The University of Akron 2001 — 2006
Bachelor of Arts, Mass Media Communications
Padua Franciscan High School 1997 — 2001
GE Capital July 2000 - Present
KeyCorp Leasing March 1993 - June 2000
KeyCorp January 1985 - February 1993
Skills
Syndications, Financial Structuring, Capital Markets, Middle Market, Loans, Finance, Asset Based Lending, Asset Management, Due Diligence, Financial Analysis, Risk Management, Underwriting, Commercial Banking, Banking, Loan Origination, Financial Services
Education
Siena College 1980 — 1984
BS, Finance
Bendix Commercial Vehicle Systems LLC November 2010 - Present
PNC Financial Services 2004 - June 2010
Mirifex 2004 - 2004
KeyCorp 2000 - 2004
KeyCorp 1999 - 2000
Education
The Ohio State University 1985 — 1989
BSBA, Finance
Valley Forge High School
Key Bank September 2010 - Present
KeyCorp November 2002 - Present
keybank 2002 - Present
Key Bank 2002 - Present
IBM Global Services July 1983 - September 2001
IBM 1986 - 2001
Cole National Corporation 1997 - 1999
Skills
Software Development, Project Management, Data Warehousing, DB2, Process Improvement, SDLC, Management, JCL, Requirements Analysis, Enterprise Architecture, IT Strategy, Business Intelligence, Vendor Management
Education
The Ohio State University 1978 — 1982
BS, Computer and Information Science
Richard Brothers September 1996 - Present
KeyCorp September 1990 - September 1996
Putnam Investments January 1989 - December 1990
Skills
Wealth Management, Retirement Planning, Personal Financial..., Team Building, Portfolio Management, Investment Strategies, Personal Tax Planning, Client-focused, Mentoring, Partnership-building, Community Outreach, Passion for Helping..., Fiduciary, Facilitators, Listening to customers, Communication, Client-centric, Accountability, Result Oriented, Comprehensive Planning, Investment Advisory, Mutual Funds, Banking, Strategy, Asset Allocation, Investments, Financial Advisory, Financial Services, Finance, Management, Strategic Planning, Asset Management, Risk Management, Financial Analysis, Alternative Investments
Education
Suffolk University - Sawyer School of Management 1992 — 1994
EMBA, International Business
Southern New Hampshire University 1985 — 1987
Bachelor's degree, Business Administration and Management, General
Echo Global Logistics June 2012 - Present
Echo Global Logistics September 2010 - June 2012
Georgia Duplicating July 2010 - September 2010
Gwinnett Gladiators August 2009 - April 2010
KeyCorp February 2009 - June 2009
Applebee's December 2005 - December 2008
The Walt Disney Company January 2007 - July 2007
Skills
Truckload, LTL, Drayage, Customer Service, Sales, Marketing, Account Management, Building Relationships, Leadership, Time Management, Customer Satisfaction, Cold Calling, Management, Microsoft Office, PowerPoint
Education
State University of New York College at Brockport 2004 — 2009
B.S., Communication
KeyCorp TelecommunicationsKeyCorp1999 - 2009
Education
South Dakota School of Mines and Technology 1967 — 1969
General
Municipal Leasing Consultants January 1994 - Present
KeyCorp 1991 - 1994
Fleet Bank 1984 - 1991
Skills
Finance, Municipalities, Risk Management, Leases, Strategic Planning, Marketing Strategy, Local Government, Business Strategy, New Business Development, Contract Negotiation, Sales Management, Financial Analysis, Start-ups, Strategy, Investments, Customer Engagement, Energy Industry, Management, Energy Efficiency
Education
SUNY Brockport
Bachelor of Science, Business
Herkimer County Community College
Associates
KeyCorp September 2009 - Present
KeyCorp 2005 - 2009
KeyCorp 2001 - 2004
KeyCorp 1999 - 2001
KeyCorp 1998 - 1999
West Valley Central School District 1987 - 1998
West Valley Central School District 1987 - 1988
Skills
Executive Consulting, Leadership, Collaborative Problem..., Change management, Influential Leadership, Learning Strategy..., Coaching, Banking, Team Building, Process Improvement, Third Party Vendor..., System Administration, Recruiting, Performance Management, Human Resources, Learning / Training, Training, Project Leadership
Education
State University of New York College at Fredonia
Master of Science Degree, Education with emphasis in Reading/Language Arts
State University of New York, Buffalo, NY
Bachelor of Science Degree, Education
Steel Valley Federal Credit Union September 2014 - December 2014
First Place Financial Corp. April 2010 - May 2014
KeyCorp October 1976 - April 2010
Ernst & Young May 1975 - October 1976
Skills
Accounting, Sarbanes-Oxley Act, Auditing, Internal Controls, Financial Reporting, Mergers, SEC filings, Finance, Mergers & Acquisitions, Consolidation, GAAP, Banking, Financial Statements, Investments, Cash Management, SEC Filings
Education
The University of Akron 1971 — 1975
Bachelor of Science, Accounting
Cleveland Metropolitan Bar Association January 2015 - Present
First Federal of Lakewood May 2013 - Present
Cuyahoga Community College September 2009 - December 2012
KeyCorp 1999 - 2009
Benesch Friedlander Coplan & Aronoff October 1995 - October 1999
Supreme Court of Ohio April 1994 - October 1995
Ohio Attorney General's Office September 1993 - April 1994
Skills
Mediation, Employment Law, Commercial Litigation, Litigation, Corporate Law, Corporate Governance, Dispute Resolution, Alternative Dispute..., Bankruptcy, Legal Assistance, Arbitration, Legal Advice, Appeals, Legal Issues
Education
The Ohio State University 1990 — 1993
JD, Law
Smith College 1985 — 1989
AB, Psychology
KeyCorp June 2014 - Present
KeyCorp May 2013 - June 2014
Progressive Insurance January 2011 - April 2013
University of Akron January 2009 - August 2010
National City Bank 2008 - 2008
Cornell University July 2006 - January 2007
Skills
SAS, Statistics, Data Mining, Predictive Modeling, Research, Data Analysis, SPSS, Statistical Modeling, SAS programming, Access, Predictive Analytics, Analytics, Minitab, Microsoft Excel, Management, Time Series Analysis, Google Analytics, Web Analytics, Email Marketing, Multi-media Marketing..., Experimental Design, Forecasting, Data Warehousing, Database Marketing, SQL, Logistic Regression, Segmentation, Tableau, Neural Networks, CRM, Decision Trees, Data Visualization, Business Analytics, Databases, Data Modeling, Regression Testing, Customer Analysis, Business Intelligence, Dashboard, Analysis, Regression Analysis, Cognos, Big Data, Linear Regression, Market Research, Multivariate Analysis, Data Management, Microsoft SQL Server, Data Integration, Quantitative Analytics
Education
The University of Akron 2009 — 2011
Master of Science, Statistics
University of Lodz 2001 — 2007
Master of Arts, Psychology
KeyCorp January 2008 - Present
Education
The Ohio State University 1986 — 1988
Bachelor of Arts (B.A.), Economics
Morgan Stanley January 2014 - Present
Morgan Stanley October 2011 - December 2013
Morgan Stanley January 2011 - October 2011
Morgan Stanley January 2009 - December 2010
Morgan Stanley May 2007 - December 2008
Merrill Lynch March 2006 - April 2007
KeyCorp October 2005 - February 2006
Bloomberg June 2005 - September 2005
Skills
Series 7, Equities, Fixed Income, Investments, Asset Managment, Securities, Capital Markets, Strategic Financial..., Bloomberg, Financial Modeling, Financial Analysis, Trading, Derivatives, Valuation, Credit, Mutual Funds, Portfolio Management
Education
The College of New Jersey 2001 — 2005
Bachelor of Science (B.S.), Finance, General
VCA Antech March 2013 - July 2013
KeyCorp December 2010 - March 2013
KeyCorp February 2007 - April 2010
Tohono O'odham Nation November 2004 - June 2006
Tohono O'odham Nation July 2001 - October 2004
Skills
Accounting, General Ledger, Financial Reporting, Account Reconciliation, Journal Entries, Financial Accounting, Government Accounting, Microsoft Excel, Lotus Notes, Lease Financing, Department Budgeting, Budget Monitoring, Fund Accounting, Essbase, Microsoft Office, Data Analysis, Financial Analysis, Month End Close, Personal Income Tax..., Tax Reporting, Analytical Skills
Education
University of Arizona, Eller College of Management 1999 — 2001
Master of Business Administration (MBA), Finance, General, 3.9
Mahawithayalai Thammasat 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General, 3.8
DeMarco Properties May 1986 - Present
University at Albany, State University of New York 1996 - 2011
New York Army National Guard 1995 - 2005
Hudson Valley Community College 1998 - 1999
Capitaland Funding 1996 - 1997
KeyCorp 1991 - 1996
Skills
Real Estate Management, Real Estate Investment..., Sales, Marketing, Entrepreneurship, Property Management, Management, Real Estate, Investment Properties, Research, Teaching, Investments, Negotiation, Social Media, Data Analysis, Management Consulting
Education
State University of New York at Albany 2007 — 2015
PhD, Information Science
State University of New York at Albany 1995 — 1997
MBA, Marketing
Siena College 1984 — 1988
BS, Finance
KeyBank 2006 - Present
KeyCorp June 2006 - February 2012
Education
St. Mary's University 1964 — 1968
Bachelor of Business Administration (BBA), Human Resources Management and Services
KeyCorp November 2005 - Present
Citifinancial October 2002 - October 2006
Consumers National September 2000 - October 2002
Skills
Branch Management, Consumer Lending, Small Business Lending, Banking, Credit, Mortgage Lending, Loan Origination, Cross Selling, Customer Service, Credit Risk, Microsoft Office
Education
Stark State College 2013 — 2017
Associate's degree, Business Administration and Management, General
Marlington High School
KeyCorp February 2015 - Present
Cleveland Clinic January 2012 - February 2015
Cleveland Clinic July 2009 - December 2011
Skills
Benefits Administration, Employee Benefits, Healthcare, FMLA, HIPAA, Human Resources, Compensation Structures, Compensations, Lawson HRIS
Education
The University of Akron
Bachelor's degree, Human Resources and Supply Chain Management
KeyBank October 2013 - Present
KeyCorp June 1997 - October 2013
Skills
Banking, Loans, Commercial Banking, Small Business Lending, Commercial Lending, Credit, Customer Service, Lines Of Credit, Consumer Lending, Credit Analysis, Retail Banking, Loan Origination, Relationship Management, Cross Selling, Private Banking, Cash Management, Mortgage Lending
Education
SUNY Plattsburgh
Bachelor of Arts (B.A.), Communication, General
KeyCorp September 2010 - Present
Miller-Valentine Group December 2006 - September 2010
Education
The Ohio State University 1999 — 2003
Bachelors, Finance
Hindmarsh Associates Inc November 2008 - Present
JPMorgan Chase January 2003 - September 2006
KeyCorp April 1999 - January 2003
Education
The Ohio State University 1980 — 1984
Accounting
KeyCorp August 2009 - Present
Education
Saint Lawrence University 1999 — 2003
Backelor of Arts, Economics
State University of New York 1998 - Present
The Research Foundation for SUNY -The Professional Development Program 1996 - 1998
KeyCorp 1993 - 1996
The Research Foundation for SUNY 1987 - 1993
Skills
Research, Higher Education, Public Speaking, Nonprofits, Data Analysis, Analysis, Grant Writing, Program Development, Program Management, Policy Analysis
Education
The College of Saint Rose
Bachelor's Degree, Accounting and Business/Management
Arbor Commercial Mortgage May 2001 - Present
KeyCorp November 1989 - April 2001
Education
State University of New York College at Fredonia
Bachelor of Science (B.S.), Sociology
KeyCorp February 1981 - Present
Key Bank February 2001 - March 2006
Key Bank May 1995 - January 1998
Skills
Commercial Banking, Credit, Credit Analysis, Commercial Lending, Credit Risk, Consumer Lending, Portfolio Management, Mortgage Lending, Banking, Cash Management, Finance, Lines Of Credit, Loan Origination, Treasury Management, Underwriting, Wealth Management
Education
Sinclair Community College 1987 — 1989
finance
KeyCorp September 2012 - Present
Education
The Ohio State University 1998 — 2000
Master of Arts (M.A.), Education Policy and Leadership
The Ohio State University 1994 — 1998
Bachelor of Arts (B.A.), Criminology
Albany/Adirondack Carpenters Pension Fund June 2003 - Present
Newkirk Products November 2002 - June 2003
KeyCorp August 1985 - November 2002
Skills
Management, Employee Benefits, Account Reconciliation, Payments, Microsoft Office, Finance, Process Improvement
Education
State University of New York College of Agriculture and Technology at Cobleskill
AAS, Business Administration and Management, General