Manufacturers Hanover Trust
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Manufacturers Hanover Trust Employees
Century 21 Tenace 1996 - Present
Florida Department of Transportation February 2007 - October 2012
Jacobs Engineering May 2006 - February 2007
Premier Artists Services, Inc February 2000 - May 2006
Chemical Residential Mortgage September 1990 - December 1995
American Express July 1988 - June 1990
Manufacturers Hanover Trust January 1985 - February 1988
Skills
Project Management, Strategic Planning, Program Management, Business Development, Negotiation, Business Strategy, Analysis, Management, Real Estate License, Certified Public Manager, IT Management, Outlook, Disaster Recovery, Microsoft Excel, Start-ups, Cross-functional Team..., Security, Residential Homes, REO, Short Sales, Listing Homes, New Homes, 55+ Communities, Relocation Buyers, Buyers
Education
Hofstra University 1977 — 1981
Computer Information Systems
Berks Connections & Pretrial Services June 2014 - Present
Family Financial Development, Inc. September 2012 - Present
Family First Resource Center November 2010 - Present
Gibson Financial Group, LLC October 2009 - Present
Community Alliance & Reinvestment Endeavor, Inc. August 1995 - September 2009
Chemical Bank January 1992 - July 1995
Manufacturers Hanover Trust September 1986 - December 1991
CNA Insurance 1985 - 1986
United States Steel June 1981 - August 1984
Skills
Customer Service, Strategic Planning, Finance, Non-profits, Personal Finance, Financial Coaching, Business Coaching, Training, Management, Public Speaking, Fundraising, Credit, Budgets, Management Consulting, Managerial Finance, Leadership Development, Event Planning, Marketing, Analysis, Community Development
Education
Harvard University 2000 — 2000
Certificate, Community & Economic Development
Chemical Bank - Credit Training Program 1992 — 1992
Banking and Corporate Finance
Penn State University 1977 — 1981
B.S., Management
City of New York March 2015 - Present
City of New York September 2014 - Present
Lotson Consulting August 1996 - Present
ASCENT: Leading Multicultural Women to the Top March 2012 - April 2013
City of New York October 2004 - December 2009
Atlanta Committee for the Olympic Games December 1993 - September 1996
National Collegiate Athletic Association October 1988 - November 1993
Manufacturers Hanover Trust March 1983 - August 1984
Skills
Non-profits, Public Relations, Nonprofits, Legal Research, Social Media, Research, Program Development, Leadership, Strategic Planning, Community Outreach, Editing, Higher Education, Program Evaluation, Teaching, Public Policy, Policy, Grant Writing, Blogging, Volunteer Management, Public Speaking, Program Management, Spanish, SPSS, Fundraising, Qualitative Research, Politics, Event Planning, Legal Writing, Policy Analysis, Sustainability, Microsoft Office, Leadership Development, University Teaching, Workshop Facilitation, Data Analysis, Government, Entrepreneurship, Statistics, Community Development, Public Health, Project Management, Grants
Education
City University of New York Graduate Center 2002 — 2012
PhD candidate, Anthropology
Harvard University 2001 — 2001
Executive Certificate, Non-profit Organization Management
Interdenominational Theological Center 1998 — 2001
M. Divinity, Sociology of Religion
University of California, Berkeley - School of Law 1984 — 1987
J.D., Sports & Entertainment
Dartmouth College 1978 — 1982
A.B., Psychology
Stepping Stones Publications February 2014 - Present
My Cozy Book Nook January 2009 - Present
Christ Prep Academy September 2004 - May 2014
Manufacturers Hanover Trust 1983 - 1985
Skills
Public Speaking, Lesson Planning, Higher Education, Classroom, Curriculum Design, Curriculum Development, Teaching, Event Planning, Microsoft Office, Program Development, Classroom Management, Staff Development, Tutoring, Creative Writing, Social Media, Literature, PowerPoint, Editing, Blogging, Leadership Development, Community Outreach, Nonprofits, Volunteer Management, Supervisory Skills, Proofreading, Customer Service
Education
Bread Loaf School of English 2008 — 2009
Gettysburg College 1978 — 1982
Bachelor of Arts (B.A.), French and Political Science
Keller Williams Realty Boca Raton August 2014 - Present
Paine Webber July 1991 - October 2005
Franklin Templeton Investments October 1987 - June 1991
Manufacturers Hanover Trust May 1985 - October 1987
Paine Webber February 1981 - April 1985
Paine Webber November 1980 - April 1985
Skills
Real Estate Sales..., Residential Mortgages, Economics, Real Estate Economics, Versatile Writer, Marketing, Public Speaking, Public Relations, Gourmet Cook, Event Planning, Leadership Development, Catholic Theology, Church Events
Education
New York Institue of Finance 1981 — 1982
Specialialist, Business, Management, Marketing, and Related Support Services
U.GA 1968 — 1970
Master's degree, Counselor Education/School Counseling and Guidance Services
Duquesne University 1965 — 1968
Bachelor of Arts (B.A.), Psychology
Andrus Children's Center July 2006 - Present
Family & Community Services, Inc. September 1996 - July 2006
Manufacturers Hanover Trust June 1978 - March 1992
Skills
Microsoft Excel, Financial Reporting, Outlook, Microsoft Word, Accounting, Budgets, General Ledger, Account Reconciliation, Social Media, Non-profits, Finance, Accounts Payable, Financial Analysis, Microsoft Office, Public Speaking, Nonprofits
Education
Fordham University 1982 — 1988
BS, Finance
Grace Institute 1977 — 1978
Secretarial
St. Benedict 1965 — 1973
CIT Bank January 2014 - Present
CIT Bank April 2012 - December 2013
Union County College September 2008 - May 2012
Credit Suisse June 1992 - August 1996
Manufacturers Hanover Trust June 1989 - June 1992
Xerox Corporation 1983 - 1987
Skills
Risk Management, Strategic Planning, Negotiation, Credit Analysis, Sales & Marketing, Legal Documentation, Workouts &..., Regulatory Compliance, Portfolio Management, Staff Development, Team Leadership, Executive Presentation..., Risk Analysis, Leveraged Lending, Finance, Banking, Credit, Financial Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 1987 — 1989
Master of Business Administration (MBA), Finance and Business Management
Cornell University 1979 — 1983
Bachelor's Degree, Bachelor of Science: Applied Economics and Management
Epson America Inc. September 2014 - Present
Durst Image Technology U.S. November 2010 - May 2014
Dataflow, Inc. November 2004 - November 2010
Durst Image Technology U.S. March 1999 - November 2004
Manufacturers Hanover Trust 1989 - 1994
Skills
New Business Development, International Sales, Sales Channel..., Sales Management, Sales Process, Sales Presentations, Proposal Writing, Salesforce.com, Marketing, Social Media Marketing, Digital Marketing, Multi-channel Marketing, Public Speaking, Technical Writing, B2B, Color Management, Inkjet, Labels, Packaging, Wide Format Printing, Trade Shows, Graphic Arts, Graphic Design, Microsoft Office, Sales Operations
Education
Columbia University - School of International and Public Affairs 1987 — 1988
Master's in International Affairs (MIA), International Security Policy
Vassar College 1978 — 1982
BA, Art History
Robinson HS 1971 — 1978
HS
Nissan Motor Acceptance Corp. 1990 - Present
Security Pacific Auto Finance 1988 - 1990
Manufacturers Hanover Trust 1984 - 1985
Skills
Credit, Loans, Portfolio Management, Finance, Risk Management, Forecasting, Credit Analysis, Call Center, Operations Management, Automotive, Banking, Financial Services, Team Leadership, Relationship Management, Management, Credit Risk, Call Centers, Consumer Lending, Process Improvement, Underwriting, Executive Management, Cross-functional Team...
Education
Franklin University 1980 — 1983
BSBA, Finance
The Ohio State University 1975 — 1978
Office of the Comptroller of the Currency February 2011 - Present
Marathon Bank November 2010 - March 2011
Wells Fargo Bank April 2004 - July 2010
Bank of America April 1996 - April 2004
Nat West 1995 - 1996
Manufacturers Hanover Trust 1989 - 1995
Skills
Banking, Asset Managment, Commercial Banking, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Credit, Credit Analysis, Credit Risk, Due Diligence, Financial Analysis, Financial Structuring, Financial Modeling, Investments, Loans, Real Estate Economics, Portfolio Management, Mergers, Risk Management, Underwriting, Valuation, Asset Management
Education
New York University - Leonard N. Stern School of Business 1984 — 1989
MBA, Finance
Yale University School of Architecture 1976 — 1979
Architecture
Columbia University in the City of New York 1974 — 1976
M.A., Sociology
Oberlin College 1966 — 1971
BA, English
Bank of America January 2006 - Present
FannieLouise Cleaning Service January 2002 - September 2004
New York Community Bank February 2000 - October 2002
Just Kids Learning Center September 1998 - February 2000
Manufacturers Hanover Trust January 1988 - January 1990
Banco DePonce September 1987 - January 1988
Skills
Marketing
Education
Dowling College 2004 — 2010
BACHELOR IN BUSINESS, MARKETING
Suffolk County Community College 1994 — 1997
A.A.S, Liberal Arts
Longwood High School 1980 — 1984
Third Sector Capital Partners 2012 - Present
Avcomm International 2005 - 2010
Assurex Global 2002 - 2003
JP Morgan Chase 1996 - 2001
Civic organizations 1990 - 2000
Chemical/Chase 1994 - 1996
Manufacturers Hanover Trust 1989 - 1995
Manufacturers Hanover Trust 1986 - 1989
Crocker National Bank 1981 - 1986
Continental Group, Inc. 1977 - 1981
Skills
Start-ups, Economic Development, Project Coordination, Entrepreneurship, Negotiation, Financial Risk, Leadership, Nonprofits, social innovation..., Social Impact, Capital Markets, Directive Selling, Investments, Program Management, Investment Banking, Fundraising, Mergers & Acquisitions, Business Development, Strategy, Corporate Finance, Management, CRM, Project Management, Finance, Project Finance, Philanthropy, International Business, Due Diligence, Social Entrepreneurship, Executive Management, Venture Capital, Strategic Planning, Emerging Markets, Banking, Private Equity, Corporate Development, Consulting, Financial Services, Government, Proposal Writing, Financial Structuring, Investor Relations, Funding, Management Consulting, Private Placements, Alternative Investments, Strategic Partnerships, Restructuring, Structured Finance, IPO
Education
Cornell University - S.C. Johnson Graduate School of Management 1975 — 1977
MBA, Finance and Marketing
Bucknell University 1969 — 1973
BSBA, Business Administration
Bank of America June 2013 - Present
Bank of America June 2012 - June 2013
Aon Hewitt March 2011 - April 2012
Wells Fargo Bank (via Mindseeker Inc) October 2010 - March 2011
Hewitt Associates September 2005 - September 2010
Bank of America 1994 - 2005
United States Army Reserve May 1981 - August 2001
The Long Island Savings Bank February 1986 - August 1993
Bay Shore- Brightwaters Rescue Ambulance 1979 - 1989
Manufacturers Hanover Trust 1981 - 1986
Skills
Project Management, MS Project, Business Analysis, Testing, Process Improvement, Visio, Program Management, HP Quality Center, Military, SDLC, Quality Center, Quality Assurance, CRM, Business Intelligence, Enterprise Software, Leadership, PMP, Human Resources, Recruiting, Management, Strategy, Team Management, Data Warehousing
Education
Long Island University - Brooklyn
MBA (with Distinction), Finance
Hofstra University
BBA, MIS
Bay Shore High School
NY State Regents, College/University Preparatory and Advanced High School/Secondary Diploma Program
Fiduciary Trust Company April 2013 - Present
Legg Mason Investment Counsel February 2011 - March 2013
J P Morgan August 2007 - February 2011
U. S. Trust Company December 1993 - July 2007
Chemical Bank September 1990 - November 1993
Harris Bank February 1989 - June 1990
Manufacturers Hanover Trust July 1983 - June 1988
Skills
Wealth Management, Investments, Family Office, Business Development, Portfolio Management
Education
Cornell University - Johnson Graduate School of Management
M.B.A., Finance and Accounting
Smith College
B.A., Music
JPMorgan Chase November 2013 - Present
JP Morgan Chase December 2009 - November 2013
JP Morgan Chase August 1988 - May 2010
JPMorgan Chase 2005 - 2006
JPMorgan Chase 1999 - 2005
JPMorgan Chase 1994 - 1999
Manufacturers Hanover Trust 1988 - 1994
Skills
Outsourcing, Procurement, Sourcing, Supply Chain Management, Automation, Process Design, Vendor Management, Process Improvement, Risk Management, Program Management, Mergers, Change Management, Offshoring, Financial Services, Integration, Team Building, Business Process..., IT Management, Business Analysis, Leadership, Management, Strategic Planning, Mergers & Acquisitions, IT Strategy, PMO, Security, SDLC, Governance, Banking, Consulting, Executive Management
Education
Columbia University 1992 — 1994
MBA, Finance
Dartmouth College 1986 — 1988
MS, Computer and Information Systems
Denison University 1982 — 1986
BS, Computer Science
Lawrenceville School 1981 — 1982
High School
Baltimore Polytechnic Institute 1978 — 1981
High School
The Trade Advisory July 2009 - Present
Bibby Financial Services January 2013 - January 2014
Delta Trade Finance January 2011 - October 2011
First Capital April 2007 - July 2009
GMAC Commercial Finance 2005 - 2007
International Management Consultants 1998 - 2005
MTB Bank 1993 - 1998
Trading Alliance Corporation 1989 - 1993
Manufacturers Hanover Trust 1980 - 1989
Skills
Trade Finance, International Trade, Supply Chain Finance, Product Development, Executive Management, Start-ups, New Business Development, Factoring, International Business, Business Strategy, Asset Based Lending, Purchase Order Finance, Receivables Finance, Inventory Finance, Collections Management, Trade Drafts, Bills of Exchange, Trade Acceptance..., Trade Payable Finance, Logistics, Credit Risk, Credit Insurance, Marketing Strategy, Sales Management, Salesforce.com, Letters of Credit, Accounts Receivable, Banking, Commercial Banking, Commercial Finance, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Entrepreneurship, Finance, Financial Services, Financial Structuring, Financial Transactions, Funding, International Sales, Inventory, Leadership, Leveraged Finance, Loans, Management, Mergers, P, Portfolio Management, Private Equity
Education
Harvard Business School
Senior Management Corporate Finance Program
London School of Economics and Political Science, U. of London
B.Sc (Econ), Economics
Ally Corporate Finance January 2012 - Present
Appalachian Trail Conservancy 2011 - Present
Wells Fargo 2010 - January 2012
Churchill Financial 2006 - 2008
First Union Securities 1994 - 2006
UBS Capital 1991 - 1994
Manufacturers Hanover Trust 1981 - 1987
Education
Fordham University - Graduate School of Business Administration 1979 — 1982
MBA, Finance
St. John's University 1977 — 1979
BS, Business Administration
University of Maine, Orono 1975 — 1977
Business Administration
Genworth Financial July 2013 - Present
New York Life Investment Management LLC 2005 - 2012
New York Life Investment Management LLC 2002 - 2005
New York Life Investment Management LLC 1998 - 2002
New York Life Investment Management LLC 1996 - 1998
Greenwich Capital Markets, LLC 1996 - 1996
Bear, Stearns & Co. Inc. 1991 - 1996
Bear, Stearns & Co. Inc. 1987 - 1991
Manufacturers Hanover Trust 1986 - 1987
Manufacturers Hanover Trust 1985 - 1986
Skills
Structured Finance, Securitization, Fixed Income, ABS, Structured Products, Credit Analysis, Fixed Income Research, Capital Markets, Credit, Derivatives, Fixed Income Analysis, Investment Banking, Investments, Portfolio Management, Securities, Due Diligence, Asset Management
Education
Iona College
MBA
Fordham University
BS, Finance & Management
Taylor English Duma LLP May 2014 - Present
Taylor English Duma LLP July 2013 - April 2014
Inmar March 2013 - May 2013
Inmar September 2011 - March 2013
EMS Technologies August 2005 - August 2011
EMS Technologies April 2001 - August 2005
Morris, Manning & Martin, LLP November 2000 - April 2001
King & Spalding April 1998 - November 2000
UPS 1988 - 1998
Manufacturers Hanover Trust 1982 - 1988
Skills
Intellectual Property, Mergers, Leadership, General Corporate..., Employment, Privacy Issues, Technology, Corporate Governance, Acquisitions, Contract Negotiation, Corporate Law, Due Diligence, Executive Management, Mergers & Acquisitions, Civil Litigation, Arbitration, Patents, Licensing, Privacy Law, Joint Ventures, Risk Management, Start-ups, Legal Writing, Software Licensing, Business Strategy, Negotiation, Strategy, Trademarks, Litigation Management
Education
Vermont Law School 1979 — 1982
JD, cum laude, Commercial Law
Fordham University 1975 — 1979
BA, Political Economy
Horace Greeley High School
Greentopia FILM Festival January 2012 - Present
RCTV 2011 - Present
360 I 365 Film Festival September 2010 - September 2011
CRB Broadcasting Inc. 1987 - 1990
Manufacturers Hanover Trust 1980 - 1987
Skills
Film, Film Production, Documentaries, Screenwriting, Video, Editing, Producing, Broadcast
Education
Duke University 1976 — 1979
BA, English, Zoology
Illinois Wesleyan University
Aon Financial Services November 2007 - Present
Environmental Insurance Services January 2001 - September 2007
Credit Suisse, DLJ January 2000 - December 2000
AIG January 1999 - December 1999
Manufacturers Hanover Trust December 1981 - September 1989
Skills
Database Design, Visual Basic, SQL, Financial Reporting, MS Excel Pivot Tables, Visual Studio
Education
Columbia University in the City of New York 1990 — 1994
Realtional Database, Telecommunications
State University of New York at Stony Brook 1974 — 1978
Economics
Tata Consultancy Services December 2013 - Present
ExperisNL February 2012 - Present
UBS February 2006 - October 2011
Accume Partners 2005 - 2006
Banc of America Securities October 2000 - February 2005
CIBC August 1995 - October 2000
Barclay Investments, Inc. 1992 - 1994
Manufacturers Hanover Trust March 1989 - May 1991
Chase Securities 1988 - 1989
Citicorp Investment Bank 1985 - 1988
Skills
Structured Finance, Valuation, Risk Management, Fixed Income, Credit Derivatives, Derivatives, Hedge Funds, Capital Markets, Financial Risk, Due Diligence, Enterprise Risk..., Credit Risk, Portfolio Management, Equities, Mutual Funds, Investment Banking, Securities, Corporate Finance, Banking, Financial Modeling, Structured Products, Options, Trading, Finance
Education
New York Law School 2003 — 2005
LL.M., Taxation
New York Law School 1981 — 1983
JD, Law
Duquesne University School of Law 1979 — 1981
Transferred, Law
The George Washington University 1975 — 1977
MA, Economics
The George Washington University 1975 — 1977
BA, MA in Economics, MS Candidate, Computer Science
The George Washington University 1969 — 1973
BA, Economics
Shady Side Academy 1964 — 1967
Flint River Capital, Inc. January 1993 - Present
Harbor National Bank 2006 - 2010
Darby Bank & Trust Co. 2001 - 2003
First Bank of Brunswick 1998 - 2001
First National Bank of Chicago 1982 - 1985
Manufacturers Hanover Trust 1980 - 1982
SunTrust Bank 1973 - 1980
Skills
Capital Formation, Commercial Banking, Banking, Mergers & Acquisitions, Financial Advisory, Financial Analysis, Finance, Credit, Loans, Valuation, Risk Management, Investment Properties, Management, Real Estate, Contract Negotiation, Strategic Planning
Education
Georgia State University 1979 — 1981
Master of Business Administration (M.B.A.), Finance, General
The University of Georgia 1969 — 1973
Bachelor of Business Administration (BBA), Marketing
Woodward Academy
High School Diploma
LEADERSHIP, KNOWLEDGE, LEARNING, LLC September 2013 - Present
The World Bank January 2009 - March 2013
The World Bank January 2004 - January 2009
The World Bank January 2002 - December 2004
The World Bank January 1995 - December 2000
The World Bank January 1985 - December 1995
Manufacturers Hanover Trust January 1982 - December 1983
Ministry of Finance and PLanning January 1977 - December 1980
Skills
Leadership, Knowledge Management, Learning Management, Capacity Development, Education Policy, Higher Education Policy, Organizational..., Capacity Building, Climate Change, International..., Program Management, Africa, Policy Analysis, Change Management, Budgets, Sustainability, International Relations, NGOs, Strategy, Economic Development, Policy, Project Planning, Government, Management Consulting, Public Policy, Public/private..., Management, Corporate Social..., Latin America, Qualitative Research, Economics, Governance, Leadership Development, Program Evaluation
Education
Harvard University Graduate School of Education 1980 — 1981
Master's degree & PHD program, Administration Planning and Social Policy
ESCAE Montpellier 1973 — 1976
Masters Degree, DESCAE (MBA - equivalent), Business Administration
Executive Development
Leaders For Today 2015 - Present
Genworth 2010 - 2011
Citi 2000 - 2008
Associates / SPS Payment Systems 1993 - 2000
Sears, Roebuck and Co. 1989 - 1993
American Express 1988 - 1989
Manufacturers Hanover Trust 1983 - 1986
Skills
Mergers, Portfolio Management, Financial Services, Strategy, Marketing Strategy, Investments, Financial Modeling, Mergers & Acquisitions, Capital Markets, Executive Management, Risk Management
Education
Harvard Business School 1986 — 1988
MBA
Williams College 1979 — 1983
BA
JP Morgan Chase October 2009 - Present
Bank of America September 2007 - September 2009
LaSalle Bank March 2002 - September 2007
Wachovia May 1998 - January 2002
Wachovia Bank 1976 - 2002
Manufacturers Hanover Trust 1973 - 1976
Education
University of Denver 1971 — 1973
MA, International Finance
Florida State University 1967 — 1971
BA, International Relations
MetLife June 2002 - Present
Convent Avenue Baptist Church 2002 - 2005
Citibank 1980 - 1999
Citibank 1980 - 1999
Citibank 1980 - 1999
Manufacturers Hanover Trust 1974 - 1980
Manufacturers Hanover Trust 1974 - 1980
Education
Harvard Business School 1976 — 1978
MBA, Finance & Marketing
The Governor's School 1965 — 1965
Yale University
Bachelor's degree
LCP Capital, LLC 2002 - Present
Ambac 1999 - 2002
Chase Manhattan Corporation 1995 - 1999
Chemical Bank 1992 - 1995
Manufacturers Hanover Trust 1978 - 1992
Skills
Alternative Investments, Asset Management, Banking, Bonds, Capital Markets, Corporate Finance, Credit Risk, Derivatives, Emerging Markets, Equities, Finance, Financial Markets, Financial Modeling, Financial Services, Financial Structuring, Fixed Income, Hedge Funds, Investment Banking, Investments, Loans, Portfolio Management, Mergers, Private Equity, Risk Management, Securities
Education
Pace University 1975 — 1978
MBA, Finance
Dartmouth College 1967 — 1971
BA, Political Science, Philosophy
DNB First 2015 - Present
Catinat Communications 2013 - 2014
PHH Corporation 2010 - 2013
Catinat Communications 2008 - 2009
VinaCapital 2007 - 2007
Clayton 2006 - 2007
Radian 1999 - 2006
Amerin 1994 - 1999
Chemical Bank 1988 - 1994
Manufacturers Hanover Trust 1988 - 1988
Skills
Corporate Communications, Marketing Communications, Strategy, Public Relations, Marketing, Media Relations, Leadership, Financial Communications, Crisis Communications, Digital Media, Strategic Communications, Social Media, Advertising, Brand Strategy, International Relations, Emerging Markets, Start-ups, IPO, Mergers & Acquisitions, Internal Communications
Education
New York University - Leonard N. Stern School of Business 1989 — 1993
MBA, Marketing and International Business
Columbia University in the City of New York 1981 — 1985
BA, Political Science
Institute for Parenting, Adelphi University April 2013 - Present
Tuesday's Children November 2003 - April 2013
LearnTech Associates 1990 - 1995
Bankers Trust Co 1981 - 1988
Manufacturers Hanover Trust 1973 - 1981
Skills
Nonprofits, Volunteer Management, Community Outreach, Program Evaluation, Philanthropy, Public Speaking, Mental Health, Strategic Planning, Program Development, Program Management, Organizational..., Human Resource...
Education
Fordham University 2009 — 2011
Master of Social Work (MSW), Clinical - Trauma Treatment
New York University 1978 — 1982
Master of Business Administration (MBA), Management/Strategic Planning
Fordham University 1967 — 1971
Bachelor of Science, Psychology
TARVIN REALTORS September 2011 - Present
Manufacturers Hanover Trust July 1984 - January 1987
Salomon Brothers July 1978 - July 1984
Skills
First Time Home Buyers, Real Estate, Investment Properties, Selling, Negotiation, Relocation, Leadership, Sellers, Real Estate Transactions, Residential Homes, Condos, Referrals, Luxury, Buyer Representation, New Home Sales, Townhomes, Single Family Homes, Sales
Education
Fairfield University 1974 — 1978
BS, Accounting / Economics
New York University, Stern School of Business
MBA, Finance
Natixis 1997 - 2014
Generale Banque 1992 - 1997
Golodetz Trading Corp. 1985 - 1992
Banque Worms 1982 - 1985
Manufacturers Hanover Trust 1977 - 1982
Skills
Structured Finance, Trade Finance, Corporate Finance, Investments, Finance, Investment Banking, Business Development, Strategy, Credit Risk, Capital Markets, Financial Structuring, Derivatives
Education
Saint John's University 1974 — 1980
B.S., Management
Fairleigh Dickinson University
MBA, Quantitative Analysis
OLASS Inc. 1985 - Present
Citigroup 2005 - 2006
Salomon Smith Barney 2000 - 2001
Mellon Investor Services 1994 - 1999
United Water Resources 1993 - 1994
Public Service Electric & Gas 1989 - 1993
First Boston Corporation 1984 - 1989
Manufacturers Hanover Trust 1980 - 1983
Cadbury Schweppes Ltd, England. 1978 - 1980
Department of Health and Social Security, England 1974 - 1977
Education
Northumbria University 1975 — 1977
Computer Science
BOCES
Pandolfi Properties, Inc. April 2005 - Present
BNP Paribas 1998 - 2001
Citicorp Securities 1988 - 1996
First Interstate Bank, N.A. 1981 - 1987
Manufacturers Hanover Trust 1976 - 1981
Skills
Investment Properties, Real Estate, Condos, Foreclosures, Short Sales, Buyer Representation, Single Family Homes, New Home Sales, Relocation, Listings, Residential Homes, First Time Home Buyers, FHA, Renovation, Construction, Property, REO, Real Estate Transactions, Referrals, Sellers, ABR, Real Property, Buyers, Investors
Education
Harvard University 1974 — 1976
AM, International Relations
Stony Brook University
BA
Embersits Family Office January 2011 - October 2013
Shareholder Value Management LLC September 2006 - December 2010
Cumberland Associates April 2002 - June 2006
EWANTED.COM July 2000 - January 2001
MySpace.com August 1999 - July 2000
Oracle 1998 - 1998
Siemens Corporation USA March 1991 - November 1994
Marakon Associates 1990 - 1991
Commerzbank AG 1988 - 1989
Manufacturers Hanover Trust 1987 - 1988
Skills
Strategic Planning, Business Strategy, Strategic Financial..., Financial Analysis, Marketing Strategy, Cross-functional Team..., Start-ups, Strategy, Mergers & Acquisitions, Negotiation, Leadership, Entrepreneurship, Management, CRM, Team Building, Business Planning, Outsourcing, SaaS, Business Development, Cloud Computing, E-commerce, ERP, Analytics, Executive Management
Education
IMD (International Institute for Management Development) - Business Programs 1988 — 1989
MBA, IMD Lausanne, Switzerland, International General Management, IMD was #1 ranked International MBA Program by Forbes
Heidelberg University 1985 — 1986
International Economics
Wesleyan University 1982 — 1985
BA (Honors), German Language and Literature
The Lawrenceville School 1976 — 1979
HS Diploma
BNP Paribas July 2012 - Present
SmartStream – Reconciliation Software for Hedge Funds, Broker dealers and Banks January 2012 - July 2012
CIT - Bank Holding Company January 2009 - January 2012
SmartStream - Reconciliation Software for Hedge Funds, Broker dealers and Banks January 2008 - December 2008
Merrill Lynch January 2004 - December 2007
NY Times January 2002 - January 2004
Bankers Trust and Deutsche Bank January 1997 - December 2001
Merrill Lynch 1991 - 1997
Manufacturers Hanover Trust 1990 - 1991
Skills
Microsoft SQL Server, Business Intelligence, Data Warehousing, Databases, Database Design, SSIS, SSRS, ETL, Data Modeling, Tableau, OLAP, Testing, Disaster Recovery, Enterprise Architecture, Solution Architecture, Software Project..., Business Analysis, Business Process, Market Risk, Credit Risk, Trading, Analysis Services, Risk Analysis, Linux, SOA, Oracle, DB2, Sybase, QlikView
Education
Pratt Institute 1986 — 1988
MS, Computer Science
Cornell University 1981 — 1985
BS, Operations Research and Industrial Engineering
Mizuho Corporate Bank, Jersey City, NJ March 2006 - Present
TMF Associates, Haworth, NJ September 2005 - Present
Global European Insurance Company 2007 - 2008
Federal Reserve Bank of New York 1991 - 2005
Federal Deposit Insurance Corporation 1989 - 1991
Manufacturers Hanover Trust 1970 - 1985
Education
Fordham University
BS, Economics
SMA of Delaware October 2011 - Present
Visual Steam March 2011 - August 2012
Ooh La Laura June 2004 - October 2010
SMA of Delaware 2003 - 2010
Echolab June 2003 - November 2008
The Image Bank November 1991 - December 2000
Manufacturers Hanover Trust June 1987 - November 1991
Fordham Federal Credit Union, Fordham University 1985 - 1987
Skills
Marketing Strategy, Licensing, Marketing, Small Business, Sales Management, Sales, Marketing Communications, Business Development, Strategic Planning, B2B, Online Advertising, Photography, Account Management, Advertising, Team Building
Education
American Graphics Institute 2009 — 2009
Certificate, Adobe Programs
Fordham University 1983 — 1987
B.S., Marketing and Finance
Northern Essex Community College
Certificate, Event Planning
EMC July 1995 - Present
Massachusetts Motorcycle Association October 2009 - October 2012
Massachusetts Motorcycle Association October 2008 - October 2009
CCH 1992 - 1995
Manufacturers Hanover Trust 1982 - 1990
Skills
Cloud Computing, Storage, Strategic Partnerships, Program Management, Business Development, Solution Selling, SaaS, Virtualization, Storage Solutions, Networking, Strategic Planning, Product Management, EMC Storage, Team Leadership, Pre-sales, NAS, Storage Virtualization, Enterprise Storage, Security, SAN, Storage Area Networks, Go-to-market Strategy, Professional Services, Sales Enablement, Data Center, Disaster Recovery, Enterprise Software, Product Marketing, VMware, IT Strategy, Business Continuity, Partner Management, Channel Partners, Managed Services, Business Alliances, Storage Architecture, iSCSI, Clariion, Fibre Channel, VDI, High Availability, PaaS, Storage Management, Big Data, Enterprise Architecture, Demand Generation, Solution Architecture, Software Industry, NetApp, Brocade
Education
Hamilton University 1983 — 2003
Doctor of Philosophy (PhD), Computer Science
Polytechnic University 1978 — 1983
PhD, Computer Science
Defense Logistics Agency August 2009 - Present
Merrill L:ynch 2004 - April 2009
American Express November 1998 - May 2004
U.S. Army Reserve January 1978 - July 1999
Columbia University April 1997 - November 1998
Chase Bank (Formerly Chemical Bank) December 1984 - January 1997
Manufacturers Hanover Trust January 1981 - December 1984
Education
U.S. Army Command And General Staff College 1986 — 1989
Diploma, Senior Command Training, Strategic Studies, Global Military Operations
U.S. Army Military Police School 1978 — 1978
Diploma, Leadership, Logistics, Military Law
Hofstra University 1973 — 1978
BA, History/Military Science
Nassau Community College 1973 — 1975
Associates, History/Political Science
Caritas Capital Partners, LLC 2010 - Present
Sunrise Financial Group April 2009 - November 2009
Sachem Bank (In Organization) March 2008 - March 2009
The Bank of Southeastern Connecticut May 2005 - March 2008
National Bank of Egypt 1998 - 2005
Initial Funding Corporation 1989 - 1998
Manufacturers Hanover Trust 1976 - 1988
Skills
Banking, Real Estate, Finance, Asset Management, Commercial Lending, Retail, Financial Analysis, Credit, Refinance, Business Planning, Loans, Credit Analysis, Portfolio Management, Investment Properties, Investments, Corporate Finance, Mortgage Lending, Management, Small Business, Private Equity, Risk Management, Financial Structuring, Funding, Due Diligence, Loan Origination, Valuation, Commercial Banking, Executive Management, Structured Finance, Mergers & Acquisitions, Real Estate Economics, Real Estate Financing, Commercial Mortgages, Capital Markets, Underwriting, Commercial Real Estate, Asset Based Lending, Investment Banking, Credit Risk, Financial Services, Project Finance, Restructuring, Syndications, Cash Management, Alternative Investments, Securities, Trading, Financial Advisory, Financial Risk, Emerging Markets
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1974 — 1976
MA, International Economics and Middle East Area Studies
Fordham University 1970 — 1974
BA, Political Science
Mt. St. Michael Academy 1966 — 1970
Southeastern Asset Management July 2010 - Present
Dartmouth Capital Partners Inc September 2009 - August 2010
Lehman Brothers October 2007 - September 2009
Dartmouth Capital Partners LLP November 2004 - October 2007
ING Barings Limited November 1999 - June 2004
The Chief Executive Partnerships Limited September 1993 - September 1999
Salomon Brothers November 1979 - June 1992
Manufacturers Hanover Trust July 1976 - October 1979
Skills
Fixed Income, Equities, Portfolio Management, Capital Markets, Investment Banking, Private Equity, Asset Allocation, Asset Management, Strategic Planning, Marketing Strategy, Sales Management, global wealth management, cross border mergers..., Hedge Funds, Equity Capital Markets, Venture Capital, Derivatives, Alternative Investments, Asset Managment, Emerging Markets, Financial Modeling, Investments, Strategy
Education
Dartmouth College 1972 — 1976
BA, English, Math
St Mark's School of Texas
INTL FCStone Inc. June 2013 - June 2014
Barclays Investment Bank October 2012 - March 2013
HSBC Securities September 2010 - February 2012
Greenwich Capital Markets, Inc. November 1997 - December 2008
National Westminster Bank plc 1993 - 1997
Chemical Bank 1986 - 1993
Manufacturers Hanover Trust 1988 - 1992
Skills
US Rates Business..., OTC Rate Derivatives..., Dodd Frank Title VII..., Client Clearing -..., Fixed Income, Derivatives, Trading, Structured Products, Capital Markets, Rates, Interest Rate..., Financial Services, FX Options, Securities, Risk Management, Banking, Credit, Finance, Financial Risk, Valuation, Hedge Funds
Education
Fordham University 1980 — 1984
Ba
Bank of America February 2010 - Present
Bank of America February 2008 - February 2010
Bank of America July 2006 - February 2008
Bank of America May 2003 - June 2006
ADT Security Services December 1999 - April 2003
AT&T Universal Card Services March 1990 - September 1999
Citibank 1998 - 1999
Manufacturers Hanover Trust February 1989 - March 1990
The Chase Manhattan Bank September 1983 - October 1988
Skills
Risk Management, Forecasting, Underwriting, Customer Service, Contract Negotiations, Project Portfolio..., Collections Management, Business Operations..., Compliance, Compliance Management, Operational Risk..., Compliance Audits, Issues Management, Regulatory Liaison, Regulatory Reporting
Education
Hofstra University 1981 — 1983
BBA, International Business
Franklin & Marshall College 1978 — 1981
business
First Republic Bank May 2001 - Present
San Francisco Symphony 1992 - 2000
The Pacific Bank June 1986 - April 1993
The Pacific Bank 1986 - 1993
First National Bank of Omaha March 1984 - November 1984
Manufacturers Hanover Trust July 1981 - January 1984
Crocker National Bank September 1978 - July 1981
The Chartered Bank of London September 1976 - July 1978
Education
Golden Gate University 1979 — 1981
Masters of Business Administration, Finance and Accounting
University of California, Berkeley 1973 — 1976
A.B., Exercise Physiology
Hutchins Family Foundation LLC June 2012 - Present
North Island Advisory LLC June 2012 - Present
Chronic Fatigue Initiative Inc. May 2010 - Present
Calyx Management March 2010 - Present
CIT Group Inc. January 2007 - March 2010
Calyx Management January 2002 - December 2006
Western NIS Enterprise Fund August 1994 - December 2001
Dillon, Read & Co. Inc. June 1983 - February 1992
Manufacturers Hanover Trust June 1977 - July 1981
Skills
Corporate Governance, Talent Management, Management, Private Equity, Restructuring, Mergers, Leveraged Finance, Corporate Finance, Due Diligence, Loans, Risk Management, Venture Capital, Start-ups, Strategic Planning, Strategy
Education
Harvard Business School 1981 — 1983
MBA, General management
Washington and Lee University 1974 — 1977
BS, Business Administration
DeVry University August 2011 - Present
DeVry University November 2002 - Present
Self-Employed 1988 - 2000
Manufacturers Hanover Trust 1980 - 1987
Skills
University Teaching, Student Development, E-Learning, Academic Administration, Management, Higher Education, Curriculum Design, Student Affairs, Courses, Faculty Development, Adult Education, College Teaching, Admissions, Theory, Academic Writing, Instructional Technology, Research, Microsoft Office, Staff Development, Leadership, Leadership Development, Customer Service, Public Speaking
Education
Florida Atlantic University 2006 — 2010
Doctor of Philosophy (Ph.D.), Comparative Studies
Florida Atlantic University
Master's degree, English
Pearson Partners, Inc. March 1998 - Present
Emerging Market Property Investment Fund March 1998 - December 1998
Chase Securities Inc. January 1996 - October 1998
Chemical Real Estate, Inc. January 1992 - December 1995
Manufacturers Hanover Real Estate, Inc. January 1988 - December 1991
Manufacturers Hanover Trust February 1986 - December 1989
Edward S Gordon Company August 1984 - October 1985
Skills
Mixed-use, Retail, Hotels, Acquisitions, Leases, Investments, Asset Managment, Equity Capital Markets, Commercial Mortgages, Mortgage Underwriting, Commercial Real Estate, Real Estate Financing, Real Estate Development, Real Estate Private..., Real Estate, Asset Management, Disposition, Private Equity, Investment Properties, Real Estate Economics, Brokerage, Capital Markets, International Business, International..., Executive Management, Portfolio Management, Property Management, Loans, Structured Finance, Corporate Real Estate, Equities
Education
New York University 1987 — 1988
Real Estate Investment Program, Real Estate Analysis & Investment
Cornell University 1980 — 1984
BA, International Political Economy
Collegiate 1969 — 1971
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
Deutsche Bank August 2013 - Present
Bank of New York Mellon May 2006 - July 2013
Treasury Strategies 1997 - 2006
Morgan Stanley 1992 - 1997
Ernst & Young 1987 - 1992
Manufacturers Hanover Trust 1977 - 1987
JPMorgan Chase 1977 - 1987
Skills
Strategy, Capital Markets, Derivatives, Mergers & Acquisitions, Business Strategy, Treasury, Business Process..., Wealth Management, Structured Finance, Equities, Treasury Management, Investments, Management Consulting, Cash Management, Credit Risk, Valuation, Corporate Finance, Management, Series 7, Commercial Banking, Hedge Funds, Financial Risk, Fixed Income, Mergers, Trading, Operations Management, Team Building, Banking, Financial Services, Credit, Mutual Funds, Securities, Treasury Services, Financial Modeling, Leadership, Program Management, Private Equity, Investment Management, Networking, Financial Analysis, Portfolio Management, Bloomberg, Strategic Planning, Risk Management, Financial Markets, Alternative Investments, FX Options, Relationship Management, Financial Institutions, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
MBA, International Business, Finance
Hamilton College 1973 — 1977
BA, Economics, Spanish
Macmillan November 2003 - Present
Pearson Education February 1998 - December 2002
Pearson Education March 1995 - February 1998
Simon and Schuster February 1987 - March 1995
First Boston February 1984 - January 1987
ACS 1981 - 1983
Manufacturers Hanover Trust 1980 - 1981
ABC Television 1978 - 1981
Skills
Ebooks, Publishing, Books, Content Management, Online Publishing, SDLC, IT Management, Management, Academic Publishing, Project Management, E-commerce, Web Content, Content Strategy, Software Development, Content Development, Vendor Management, IT Strategy, Metadata, Enterprise Architecture, CRM, Outsourcing, Business Analysis
Education
Dominican College of Blauvelt 1990 — 1995
BS, Computer Science
Rutgers University-New Brunswick 1974 — 1978
Fairfield County's Community Foundation June 2015 - Present
Fairfield University October 2013 - May 2015
Fairfield University August 2011 - September 2013
BNY Mellon June 1988 - September 2010
Manufacturers Hanover Trust 1981 - 1988
First Bank and Trust Company of Ithaca May 1979 - May 1980
Skills
Planned Giving, Fundraising, Leadership, Program Management, Wealth Management, Financial Planning, Business Development, Event Planning, Finance, Strategic Financial..., Marketing, Budgets, Public Speaking, Microsoft Excel, PG Calc, Banner Database, CRM, Strategic Planning, Management, Volunteer Management
Education
Ithaca College 1975 — 1979
BS, Business Administration
Fairfield University
Financial Planning Certificate Courses
Palisade Capital Management February 2009 - Present
AG Asset Management (formerly ForstmannLeff) May 2002 - January 2009
ABN AMRO (formerly ING Barings and Furman-Selz) September 1997 - May 2002
Alex. Brown September 1994 - September 1997
Wertheim Schroder May 1992 - September 1994
Safeguard Scientifics December 1988 - May 1992
Chemical Bank New York 1984 - 1986
Manufacturers Hanover Trust 1982 - 1984
Skills
Portfolio Management, Equities, Equity Research, Financial Analysis, Asset Management, Asset Allocation, Industrial Technologies, Management, Analysis, Investment Banking
Education
University of Pennsylvania - The Wharton School 1987 — 1988
Master of Business Administration (MBA), Finance and Marketing
Emory University 1978 — 1982
Bachelor of Business Administration (BBA), Finance
Scarsdale High School 1974 — 1978
ACN November 2010 - Present
Inc. Village of Rockville Centre May 2004 - Present
INCORPORATED VILLAGE OF ROCKVILLE CENTRE June 2003 - April 2004
The Bank of New York June 2001 - June 2002
JPMorgan Chase March 1997 - January 2001
US Trust June 1996 - December 1996
The Bank of New York June 1988 - June 1996
Employee Benefit Trust Services January 1994 - January 1996
The Bank of New York January 1988 - January 1996
Manufacturers Hanover Trust August 1980 - June 1988
Skills
Marketing
Education
Fordham Gabelli School of Business 1983 — 1986
MBA
St. John's University, The Peter J. Tobin College of Business 1977 — 1980
BS
Chaminade High School 1973 — 1977
Diploma
St. Agnes Cathedral Elementary School 1965 — 1973
Textron Financial Corporation March 2004 - May 2013
Textron Financial Corporation March 1998 - February 2004
Textron Financial Corporation December 1994 - March 1998
Adler Pollock & Sheehan P.C. 1992 - November 1994
Manufacturers Hanover Trust 1976 - 1984
Manufacturers Hanover Trust 1976 - 1984
Manufacturers Hanover Trust 1976 - 1984
Skills
Due Diligence, Loans, Risk Management, Litigation, Credit, Corporate Governance, Commercial Lending, consumer lending..., business ethics, Insurance, Finance, Restructuring, Business Ethics, Real Estate, Consumer Lending, Compliance, Executive Management, Negotiation, Corporate Finance, Bankruptcy, Commercial Litigation, Underwriting, Corporate Law, Joint Ventures, Intellectual Property, Legal Compliance, Mergers & Acquisitions, Asset Based Lending, Mediation, Structured Finance, FCPA, Employment Law, Dispute Resolution, Legal Writing, Privacy Law, Private Equity, Civil Litigation, Commercial Real Estate, Securitization, Arbitration, Contract Negotiation, Construction Law
Education
Fordham University School of Law
JD
The Catholic University of America
BA
Crossfire Group (Assignment: BASF) July 2014 - Present
Experis (assignment: QBE North America) May 2013 - February 2014
Pearson Inc June 1999 - September 2011
TIAA-CREF December 1997 - June 1999
Mannesmann Corp October 1995 - December 1997
Manufacturers Hanover Trust January 1990 - October 1995
Skills
Cash Management, Bank Relationship..., Treasury Management, Analysis, Banking, Financial Services, Cash Flow, Fixed Income, Process Improvement, Treasury, Funding, Credit, Relationship Management, Finance, Loans, Cash, Investments, Investment Management, Corporate Finance, Portfolio Management, General Ledger, Sarbanes-Oxley Act, Management, Forecasting, Financial Analysis, Payments, Cash Flow Forecasting, Software Documentation, Sarbanes-Oxley, Financial Forecasting, Internal Controls, Managerial Finance
Education
Iona College 1994 — 1997
MBA, International Business
Hofstra University 1987 — 1990
BBA, Finance
LaManna Consulting January 2006 - Present
Baruch College 2006 - Present
Pace University September 2004 - Present
New York Medical College September 1996 - Present
Trinity Church 2000 - 2003
Manufacturers Hanover Trust 1980 - 1984
Skills
Organizational..., Leadership Development, Employee Relations, Performance Management, Talent Management, Career Development, Human Resources, Coaching, Interviews, HR Policies, Training, Employee Engagement, Employee Benefits, HRIS, Recruiting, Staff Development, Benefits Administration, Executive Coaching, Change Management, Career Counseling, Team Leadership, Business Coaching, Leadership, 360 Feedback, Employment Law, Management Consulting, Employee Training, Succession Planning, Workshop Facilitation, Onboarding, Organizational..., Career Management, Labor Relations, Resume Writing, Culture Change, Personnel Management, Management Development, Conflict Resolution, Organizational Design, Management, Deferred Compensation, HR Consulting, Workforce Planning, MBTI, Talent Acquisition, Job Analysis, New Hire Orientations, Executive Development, Training Delivery, Job Coaching
Education
Teachers College of Columbia University 1992 — 1996
M.A., Adult Education
Fordham University 1975 — 1978
M.S., Psychology
Pace Univ.
Human Resources Management and Services
CIT Transportation & International Finance 1986 - Present
Manufacturers Hanover Trust 1982 - 1986
Skills
Transportation Finance, Private Equity, Aerospace Finance, Transportation Industry..., Transportation Lending, Transportation Leasing, International Finance, Tax Leasing, Fleet Management
Education
Embry-Riddle Aeronautical University
Wharton School of Business
Advanced Management Program
Egon Zehnder International 1997 - Present
The Walt Disney Company 1990 - 1997
Time Warner Inc. 1989 - 1990
A.T. Kearney 1988 - 1989
Manufacturers Hanover Trust 1984 - 1987
Manufacturers Hanover 1984 - 1987
Skills
Private Equity, Mergers, Venture Capital, Restructuring, Hedge Funds, Alternative Investments, Management Consulting, Due Diligence, Strategy, Corporate Governance, Capital Markets, Business Development, Mergers & Acquisitions, Leadership, Finance, Strategic Partnerships, Consulting, Executive Management, Business Strategy, Start-ups, Corporate Development, Recruiting, Acquisition Integration, Entrepreneurship, Corporate Finance, Emerging Markets, Financial Services, Management
Education
Northwestern University - Kellogg School of Management 1987 — 1989
Masters in Managment, Marketing
Hamilton College 1980 — 1984
BA, Government
The ANTARES Group January 2011 - Present
People's Preparatory Charter School January 2013 - Present
KIPP Foundation December 2009 - January 2011
The LEAGUE (now part of the Points of Light Institute - generationOn) April 2008 - June 2009
TheatreWorks, USA 2002 - 2008
BearingPoint, (KPMG Consulting) 1983 - 2008
KPMG Consulting 2001 - 2003
KPMG Peat Marwick 1983 - 2001
Manufacturers Hanover Trust 1980 - 1983
Skills
Strategy, Management Consulting, Change Management, Leadership, Strategic Planning, Business Strategy, Business Development, Program Management, Management, CRM, Mergers & Acquisitions, Project Management, Consulting, Executive Management, Governance, Nonprofits, Organizational..., Cross-functional Team..., Restructuring, Financial Services, IT Strategy, Finance, Strategic Consulting, Mergers, Business Transformation, Integrated Marketing, Strategic Partnerships, Acquisition Integration, Risk Management, Analytics, Executive Coaching, Public Speaking, Social Entrepreneurship, Outsourcing, Business Process..., Managerial Finance, Leadership Development, Business Planning, Thought Leadership, Performance Improvement, Fundraising, Talent Management, Business Process, Human Resources, Organizational Design, Entrepreneurship, Start-ups, Corporate Development
Education
Franklin & Marshall College
BA, Economics, Drama
Fordham University - Graduate School of Business Administration
MBA, Marketing, Finance
Columbia Threadneedle March 2010 - Present
Putnam Investments June 1983 - November 2008
Citibank N.A. May 1980 - July 1981
Manufacturers Hanover Trust September 1978 - April 1980
Skills
Equities, Portfolio Management, Mutual Funds, Securities, Asset Management, Fixed Income, Jazz Guitar, Capital Markets
Education
Harvard Business School 1981 — 1983
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1974 — 1978
BS, Administration
Personnel Resource Management (Morelli, Tricey) 2001 - Present
Direct Marketing Resources 1998 - 2001
Bank of Montreal 1993 - 1998
First Union National Bank 1986 - 1992
Lloyds Bank 1981 - 1986
Manufacturers Hanover Trust 1979 - 1981
SNCF 1978 - 1979
Skills
Executive Search, Permanent Placement, Technical Recruiting, Recruiting, Digital Marketing, SDLC, Talent Acquisition, Account Management, Sales, CRM, Sourcing, Management, Talent Management, New Business Development, Consulting, Cold Calling, B2B, Team Building, Lead Generation
Education
Hartwick College 1974 — 1978
BA, French, Business Management
Bank of America February 2010 - Present
Avenue Capital Group December 2007 - March 2009
General Re Financial Products March 1990 - March 2007
Gen Re March 1990 - February 2007
Gen Re Securities 1990 - 2007
Manufacturers Hanover Trust May 1987 - February 1990
Skills
Project Management, Financial Instruments, Interest Rate..., Business Analysis, Trading Systems
Education
Columbia University in the City of New York 1983 — 1987
BS, Computer Science
Regis High School 1979 — 1983
Winderama, Inc. 2003 - Present
JPMorganChase 1990 - 2002
Manufacturers Hanover Trust 1980 - 1990
Skills
Information Technology, Network Administration, VoIP, Analysis, Troubleshooting, Documentation, Vendor Management, Team Building, Strategic Planning, Business Planning, Program Management, Coaching, Microsoft Office, Software Documentation, Business Analysis, Process Improvement, Training, Business Intelligence, Management, Leadership, Project Management, Virtualization, Integration, Networking, Testing, Databases, IT Strategy, Analytics, Active Directory, Security, Data Center, IT Management, Business Continuity, SDLC, Cloud Computing, Visio, IT Service Management, CRM, Outsourcing, Business Process..., Disaster Recovery
Education
Penn State University 1977 — 1980
B.S., College of Business - Quantitative Business Analysis
Columbia University in the City of New York 1984 — 1985
Certification, Computer Technology and Application Design
State University of New York at New Paltz 1973 — 1975
JPMorgan Chase March 2006 - March 2008
JPMorgan Chase August 1996 - March 2006
Chemical Bank June 1991 - August 1996
Manufacturers Hanover Trust March 1984 - August 1991
Education
Rowan University 1972 — 1976
BA, History
Fairleigh Dickinson University
MBA
PATF March 2011 - Present
St Patrick - St Stanislaus Kostka RC Church July 2006 - Present
Veritas Communications Advisors LLC February 2006 - Present
Delta Foundation of Pittsburgh January 2014 - January 2015
Persad Center, Inc. December 2008 - May 2013
Pittsburgh AIDS Task Force 2008 - 2010
Rauluk Consultants January 2005 - February 2007
Mellon Financial August 1998 - December 2004
ABN AMRO 1991 - 1998
Manufacturers Hanover Trust September 1986 - February 1991
Skills
Community Outreach, Team Building, Program Development, Risk Management, Management, Banking, Treasury Management, System Administration, Therapists, Event Management, Social Media Marketing, Marketing Communications, Credit, Customer Service, Fundraising, Research, Portfolio Management, Public Speaking, Volunteer Management, Organizational..., Media Relations, Microsoft Office, Press Releases, Marketing, Strategic Planning, Financial Modeling, Mental Health Counseling, Negotiation, Social Services, Microsoft Excel, Case Managment, Commercial Lending, Strategic Communications, Workshop Facilitation, Budgets, Nonprofits, Grants, Microsoft Word, Social Media, Cash Management, Psychotherapy, Mental Health, Grant Writing, Financial Analysis, Commercial Banking, Business Development, Public Relations, Managerial Finance, Family Therapy, PowerPoint
Education
Drexel University - LeBow College of Business 1990 — 1991
Business Administration
University of Delaware 1988 — 1989
Accounting
New York University 1981 — 1985
Bachelor of Arts (B.A.), History, Computer Science, 3.8 GPA, Graduated cum laude
Bloomberg November 2009 - Present
Family Security Holdings January 2012 - February 2014
Wachovia August 2005 - November 2009
Barclays Capital 2002 - 2005
Swiss Re New Markets 1999 - 2002
Swiss Reinsurance Company 1999 - 2002
PARIBAS 1992 - 1998
Manufacturers Hanover Trust 1989 - 1992
Sanford C. Bernstein 1988 - 1989
Morgan Stanley 1987 - 1988
Skills
Market Risk, Fixed Income, Bloomberg, Risk, Enterprise Risk..., Financial Risk, Risk Management, Capital Markets, Derivatives, Investment Banking, Hedge Funds, Equities, Financial Markets, Portfolio Management, Quantitative Finance, FX Options, Alternative Investments, Interest Rate..., Valuation, Equity Derivatives, Quantitative Analytics, Structured Products, Trading Systems, Credit Derivatives, Options, Trading, Electronic Trading, Commodity, Hedging, Emerging Markets, Bonds, Swaps, Trading Strategies, Market Data, Proprietary Trading, Volatility, Equity Trading, Bloomberg Terminal, Structured Finance, Quantitative Investing, Financial Engineering, MBS, CDS, Financial Modeling
Education
Columbia University in the City of New York 1984 — 1986
MA, Mathematics
Harvard University 1980 — 1984
AB, Mathematics
Business Finance Group June 2010 - Present
Bank of America March 2007 - February 2009
LaSalle Bank 2004 - 2005
Harris Bank 1994 - 2005
First Chicago 1989 - 1994
Manufacturers Hanover Trust 1984 - 1987
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1989
MBA, Finance
Cornell University 1980 — 1984
ACI Worldwide March 2015 - Present
TD Financing Services Canada, Inc a wholly owned subsidiary of TDCT November 2011 - January 2014
TD Bank NA August 2007 - January 2014
Macy's 2004 - 2007
Sears, Roebuck and Co. 2000 - 2004
Citibank 1998 - 2000
The Associates 1996 - 1998
US Bank 1991 - 1996
Manufacturers Hanover Trust 1987 - 1991
CitiGroup Card Acceptance Services 1985 - 1987
Skills
Credit Cards, Credit, Financial Services, Cross-functional Team..., Business Planning, CRM, Strategic Planning, Management, Marketing, Strategy, Cards, Analytics, Debit Cards, Performance Management, Customer Experience, Product Development, Executive Management, Banking, Business Analysis, Strategic Partnerships, Retail, Financial Analysis, Customer Insight, Relationship Management, Payment Systems, Segmentation, Mergers & Acquisitions, Risk Management, Finance, Vendor Management, Electronic Payments
Education
Fordham Gabelli School of Business 1979 — 1981
MBA, Finance
Fordham University 1975 — 1979
BS, Marketing / Management
RAB Partners LLC September 2009 - Present
JP Morgan Chase February 1999 - May 2005
EAB - ABN AMRO February 1997 - February 1999
Chase Manhattan Corporation April 1995 - February 1996
Chemical Bank June 1993 - June 1995
Manufacturers Hanover Trust June 1989 - June 1993
National Football League 1986 - 1989
Skills
Credit Cards, Student Loans, Consumer Finance, Controller, Event Planning, Analysis, Analytics, Banking, Business Development, Credit, Credit Risk, Customer Acquisition, Direct Marketing, Executive Management, Finance, Financial Analysis, Financial Risk, Financial Services, Management, Relationship Management, Risk Management, Strategy, Vendor Management, Corporate Finance
Education
Fordham University
BS, Finance
State of New Jersey Office of the Attorney General December 2010 - Present
Cardinal Fibreglass Ind. 1991 - September 2008
Manufacturers Hanover Trust August 1980 - May 1991
Education
Fordham University School of Law 2006 — 2009
JD, Law
Georgetown University 1976 — 1980
Bachelor of Arts (B.A.), Economics
Pella Windows and Doors August 2005 - Present
The Chilcote Company January 2000 - June 2003
Winthrop-Atkins Co., Inc. 1985 - 2000
Manufacturers Hanover Trust 1981 - 1983
Education
Wharton Business School 1983 — 1984
Master of Business Administration (MBA), Finance
Harvard University 1977 — 1980
BA, English Literature
Renaissance Technologies LLC March 2008 - Present
Crum & Forster July 2006 - March 2008
Marsh & McLennan Companies Inc. (MMC) 2004 - 2006
AllianceBernstein 2001 - 2004
Prudential Securities 1996 - 2001
Dean Witter Reynolds, Inc. 1990 - 1995
Manufacturer's Hanover Trust 1988 - 1990
Skills
Human Resources, Deferred Compensation, Employee Benefits, Health Insurance, Retirement Benefits, Benefits Accounting, Group Insurance, Benefits Administration, HRIS, Employee Relations, Compensations, PeopleSoft, 401k, Insurance, Executive Pay, ERISA, Succession Planning, Workers Compensation, Onboarding, Applicant Tracking..., Employee Engagement, Compensation
Education
Fairfield University 1983 — 1987
Bachelor of Science (BS), Finance
Novartis Treasury ManagerHoneywell1991 - 2001
Manufacturers Hanover 1981 - 1991
Manufacturers Hanover Trust 1981 - 1991
Skills
Mergers, Financial Modeling, Risk Management, Treasury, Financial Analysis, Mergers & Acquisitions, Treasury Management, Cash Management, Finance
Education
New York University - Leonard N. Stern School of Business 1986 — 1991
MBA, Finance
Dartmouth College 1975 — 1979
Tuesday's Children MemberInternational society for Traumatic Stress Studies2007 - 2011
Manufacturers Hanover Trust 1973 - 1981
Education
Fordham University 1967 — 1971
Scura Paley and Company October 2013 - Present
Method Holdings/Method Enterprise Advisors 2012 - September 2013
Laidlaw & Company 2005 - January 2012
The Private Investment Banking Company 2001 - 2004
Private Merchant Bankin g Company 1992 - 2000
Prudential-Bache Securities 1987 - 1992
Horsehead Capital Group 1983 - 1986
Manufacturers Hanover Trust 1972 - 1983
Skills
Investment Banking, Mergers & Acquisitions, Finance, LBO, Financial Advisory, Project Finance, Private Equity, Capital Markets, Valuation, Corporate Finance, Equities, Venture Capital, Investments, Alternative Investments, Hedge Funds, Due Diligence, Securities
Education
Fordham University - Graduate School of Business Administration 1974 — 1975
Master of Business Administration (MBA), Finance
University of Pennsylvania - Wharton School of Finance & Commerce 1968 — 1972
BS, Finance
Citigroup December 1997 - Present
CitySquash 2005 - 2015
Chase Manhattan Bank May 1996 - November 1997
Chemical Bank November 1991 - May 1996
Manufacturers Hanover Trust October 1983 - November 1991
Skills
Fixed Income, FX Options, Options, Trading, Middle Office, Commodity, Foreign Exchange, Derivatives
Education
Fordham University - Graduate School of Business Administration 1984 — 2001
MBA, Finance
Fordham University 1978 — 1982
BA, Political Science, Italian
Mt. St. Charles Academy 1974 — 1978
HS Diploma
US General Services Admi June 2015 - Present
FEMA November 2012 - June 2015
GSA June 2009 - November 2012
DC Government 2008 - 2009
ARCO WENTWORTH June 2005 - July 2006
Georgia Dome 1993 - 1996
Viacom 1989 - 1993
BNY Mellon 1987 - 1989
Manufacturers Hanover Trust 1983 - 1987
Skills
Purchasing, Collective Bargaining, Property Management, Real Estate, Government Contracting, Contract Negotiation, Strategic Planning, Government, Federal Government, Contract Management, Customer Service, Local Government, Event Management, State Government, Emergency Management, Emergency Planning, Construction Management, Project Management, Project Coordination, Public Speaking, Policy, Budgets, Training, Project Planning, Management, Facilities Management, Government Procurement, Process Scheduler, Supervisory Skills, Proposal Writing, Policy Analysis, Program Management, Analysis, Homeland Security, Military, Security Clearance, DoD, Community Development, Community Outreach, National Security, Command, Exercises, Army, Disaster Response, Public Policy, Contingency Planning, Preparedness, Crisis Management
Education
Pace University 1985 — 1987
Duke University 1980 — 1983
Bachelor of Science (BS), Political Science and Government
Brooklyn Technical
Ambac Financial Group February 1995 - Present
Deloitte & Touche February 1992 - February 1995
Manufacturers Hanover Trust November 1987 - February 1992
Skills
Financial Modeling, Risk Management, Auditing, Management, Fixed Income, Portfolio Management, Securitization, Structured Finance, Finance, Hedge Funds, Capital Markets, Financial Analysis, Securities, Bonds, Due Diligence
Education
Fordham Gabelli School of Business
M.B.A., Professional Accounting
State University of New York College at Oswego
B.S., Business Administration - Finance
Automated Financial Systems, Inc. March 1986 - Present
Manufacturers Hanover Trust November 1983 - March 1986
United Jersey Bank March 1981 - March 1983
Travelong January 1980 - January 1982
Broadway Bank & Trust 1974 - 1982
Skills
Portfolio Management, SDLC, Capital Markets, Financial Risk, Credit Risk, Credit, Vendor Management, Banking, Business Requirements, Software Documentation, Analysis
Education
Fairleigh Dickinson University 1981 — 1982
MBA, Finance, General
New England Conservatory of Music 1970 — 1972
Master of Music, Voice and Opera
Montclair State University 1964 — 1968
Bachelor of Arts (B.A.), Music Education
Deutsche Bank July 2000 - Present
Mitsubishi Trust & Banking Corporation USA 1987 - 2000
Manufacturers Hanover Trust 1983 - 1985
Skills
Financial Transactions, Capital Markets, Securities, Investment Banking, Operational Risk, Transactional Banking, Structured Finance, Securitization, Financial Markets, Banking, Cash Management, Business Continuity..., Financial Services, Fixed Income, Financial Translation, Risk Management
Education
Gettysburg College
Ascensus October 2009 - Present
Merrill Lynch July 1986 - July 2008
Manufacturers Hanover Trust January 1985 - June 1986
Laventhol & Horwath 1982 - 1984
Skills
Financial Analysis, Mergers & Acquisitions, Budgets, Forecasting, Business Analysis, Accounting, Strategic Planning, Analysis, Strategic Financial..., Financial Modeling, Finance, Analytics, Leadership, Due Diligence, Internal Controls, Investments, Executive Management, Corporate Finance, Financial Reporting, Risk Management, Managerial Finance, Financial Planning, Private Clients, CPA, Financial Planners
Education
University of Notre Dame 1978 — 1982
BBA, Accounting
Drexel University
Masters - MS, Finance - Investments
Telavance, Inc. March 2013 - Present
Fiserv April 2010 - March 2013
Daylight Forensic & Advisory LLC June 2009 - May 2010
Integrated Compliance Solutions January 2009 - June 2009
Metavante Risk and Compliance Solutions May 2002 - January 2009
Prime Associates/Metavante 2002 - 2008
Fundtech Ltd. 1994 - 2001
BankAmerica International 1992 - 1994
National Commercial Bank 1984 - 1992
Manufacturers Hanover Trust 1981 - 1984
Skills
AML, Banking, Financial Risk, Fraud, Financial Services, KYC, Risk Management, Payments, Due Diligence, Compliance, Loans, Enterprise Risk..., Securities, Sales Management, Software Solution Sales, Account Management, Operational Risk, Credit, Enterprise Software, Management, Payment Systems, Commercial Banking, Financial Institutions, Relationship Management, Transaction Processing, Strategic Planning, Professional Services, Electronic Payments, Internet Banking, Operational Risk..., Credit Cards, Finance, Product Management, Business Development, Portfolio Management
Education
Fordham University
Pace University - Lubin School of Business
Morgan Stanley October 1993 - Present
Metallgesellschaft Corp. October 1991 - September 1993
Manufacturers Hanover Trust June 1986 - September 1991
Office of the Comptroller of the Currency August 1984 - June 1986
Education
Fordham University School of Law 1981 — 1984
J.D., Law
Standard Chartered Bank 2011 - Present
Standard Chartered Bank 2010 - 2011
Standard Chartered Bank 2008 - 2009
American Express Bank 2003 - 2008
American Express Bank 2002 - 2003
American Express Bank 1996 - 2002
American Express Bank 1992 - 1996
Salomon Brothers 1989 - 1991
Manufacturers Hanover Trust 1984 - 1989
Education
Davidson College
BA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
Bank of the West August 2011 - Present
Coldwell Banker September 2005 - October 2008
Union Bank of California 1984 - 1986
Manufacturers Hanover Trust September 1977 - August 1982
Education
Golden Gate University
BS, Finance
Career Technical Institute February 2003 - Present
Manufacturers Hanover Trust 1985 - 1988
Skills
Curriculum Design, Teaching, Adult Education, Higher Education, Public Speaking, PowerPoint, Outlook, Research, Microsoft Office, Team Building, Customer Service, Enrollment Management
Education
The George Washington University 1994 — 2002
Ed.D., Higher Education Administration
The George Washington University 1992 — 1994
MA, Human Resource Development
Fordham University 1976 — 1978
BA, Business Economic
Bank of America May 2004 - Present
Fleet Boston Financial September 1988 - April 2004
Manufacturers Hanover Trust November 1986 - August 1988
Bell Atlantic August 1985 - September 1986
Education
Fordham Gabelli School of Business 1988 — 1993
MBA, Finance
Washington and Lee University 1981 — 1985
BA, Economics
Benefit Street Partners / Providence Equity Partners June 2015 - Present
Claren Road Asset Management, LLC / The Carlyle Group April 2010 - May 2015
Citigroup Global Markets June 1996 - April 2010
Standard & Poor's February 1992 - June 1996
Manufacturers Hanover Trust July 1985 - January 1992
Skills
Fixed Income, High Yield, Portfolio Management, Hedge Funds, Investments, Capital Markets, Financial Modeling, Equities, Bloomberg, Asset Managment, Alternative Investments, Valuation, Credit Analysis, Bonds, Equity Research, Credit Derivatives, Asset Allocation, Derivatives, Loans, Leveraged Finance, Market Risk, Credit Risk, Emerging Markets, Private Equity, Structured Products, Securities, Trading, Structured Finance, Corporate Finance, Asset Management
Education
Fordham Gabelli School of Business 1987 — 1990
MBA, Intl Econ/Corporate Finance
West Chester University of Pennsylvania 1981 — 1985
BS, Business Administration
JPMorgan Chase ConsultantComsys2003 - 2005
Manufacturers Hanover Trust 1986 - 1993
Lehman Brothers 1986 - 1986
Columbia University Libraries 1981 - 1986
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Accounting
Columbia University in the City of New York 1985 — 1986
MS, Information Science
Columbia University in the City of New York 1981 — 1985
BA, Computer Science
Headwaters MB (and Legacy Ptrs &Co.) November 2010 - Present
Cottage Capital, LLC and Legacy Ptrs & Co February 2008 - November 2011
Marathon Asset Management February 2004 - January 2008
Donaldson, Lufkin & Jenrette (DLJ) 1987 - 1999
Manufacturers Hanover Trust 1979 - 1985
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
American School-Rio de Janeiro
HS
Georgetown University
BA, Economics and Portuguese
Grandfather November 2006 - Present
Hartsko Financial Services LLC May 2011 - July 2011
GMAC Commercial Finance December 2007 - December 2008
Signature Bank May 2004 - November 2007
Fleet Bank January 2002 - April 2004
Bank of New York Mellon November 1991 - January 2002
Fleet Bank December 1989 - November 1991
Manufacturers and Traders Bank May 1988 - December 1989
Chemical Bank June 1986 - May 1988
Manufacturers Hanover Trust August 1968 - June 1986
Skills
Finance, Banking, Start-ups, New Business Development, Commercial Lending, Accounting, Sales, Portfolio Management, Loans, Credit
Education
University of Virginia Darden School of Business
TEP, Executive Business Decisions
Fordham Gabelli School of Business 1975 — 1977
MBA, Business
Florida State University - College of Business 1963 — 1967
BS, Marketing
Wilmington Trust March 2014 - Present
Wilmington Trust January 2011 - Present
Wilmington Trust July 2002 - January 2012
JP Morgan Chase 1993 - 2001
Manufacturers Hanover Trust 1992 - 1994
Chemical Bank 1983 - 1992
Skills
Banking, Process Improvement, Corporate Governance, Customer Oriented, Not-for-profit, Grant Administration, Integration, Employee Recognition, Vendor Management, Risk Management, Strategic Planning, Analysis, Customer Relations, Finance, Financial Services, Leadership, Management, Program Management, Securities
Education
Goldey Beacom College 2010 — 2010
University of Delaware
Communications
JMP Credit Corporation May 2006 - Present
Wachovia Securities 1997 - 2006
PARIBAS 1990 - 1997
Manufacturers Hanover Trust February 1985 - May 1988
Skills
Credit Analysis, Financial Structuring, Leveraged Finance, Credit, Investment Banking, Management, Loans, Capital Markets, Syndications, Structured Finance, High Yield, Portfolio Management, Middle Market, Mezzanine, Fixed Income, LBO, Structured Products
Education
Fordham University 1980 — 1984
BBX Capital August 2011 - Present
Associated Air Products, L.C. October 2008 - February 2011
NCCI February 2007 - September 2008
Hypower Inc. September 2003 - January 2007
Ecker Enterprises, Inc. April 2001 - September 2003
Shaker Computer June 1998 - April 2001
Patrick Power Corp. April 1995 - June 1998
Crown Sterling Suites 1991 - 1992
Manufacturers Hanover Trust January 1983 - July 1985
Skills
SOX, Compliance, Internal Audit, Internal Controls, Accounting, Financial Reporting, IT Audit, Software Implementation, Financial System..., Audit, Auditing, Process Improvement, Banking, Business Process..., GAAP, Business Analysis, Financial Accounting, Change Management, Cash Flow, PeopleSoft, Cost Accounting, Documentation, Accounts Payable, Microsoft Office, Sarbanes-Oxley Act, Risk Management, Financial Analysis, Cash Management, Enterprise Risk...
Education
Florida Atlantic University 1988 — 1995
BS, Accounting & Computer Information Systems
MetLife July 2007 - Present
JPMorgan Chase 2002 - 2006
JPMorganChase 1995 - 2006
Manufacturers Hanover Trust 1975 - 1995
Skills
SDLC, PMO, Vendor Management, PMP, IT Strategy, Project Portfolio..., Business Analysis, IT Management, Program Management, Process Improvement, Business Continuity, Enterprise Architecture, Software Project..., Waterfall, Project Management, Data Center, Governance, Cloud Computing, Management, ITIL, Disaster Recovery, Business Process, SharePoint, IT Operations, Service Delivery, IT Service Management, Leadership, Information Technology, Infrastructure, Visio, Outsourcing, Integration, Resource Management, Business Process..., Requirements Analysis, Solution Architecture
Education
Farmingdale State College 1973 — 1975
Assoc., Data Processing
Wells Fargo Bank 1997 - Present
Wells Fargo Bank, N.A. 1997 - Present
Thacher Proffitt & Wood LLP September 1987 - April 1997
Manufacturers Hanover Trust 1982 - 1986
Skills
Structured Finance, Securities, Capital Markets, Corporate Governance, Securities Regulation, Corporate Law, Due Diligence
Education
Fordham University School of Law 1983 — 1987
J.D., Law
Columbia University in the City of New York 1977 — 1981
A.B., English & Comparative Literature
Coldwell Banker/Greenwich Fine Properties 2005 - Present
Bruce Museum of Arts and Sciences 2003 - 2004
Cravath, Swaine & Moore LLP 1989 - 1991
Manufacturers Hanover Trust 1986 - 1987
Thacher Proffitt & Wood LLP 1982 - 1985
Skills
Negotiation, Seller Representation, New Homes, Real Estate Marketing, Move Up Buyers, Relocation Buyers, Buyer's Agent, Listing Homes, Corporate Law, Investment Properties
Education
Fordham University School of Law 1980 — 1983
JD
Princeton University 1975 — 1979
BA, cum laude, History
Marketing Audits September 2014 - Present
UNC Charlotte August 2008 - June 2014
UNC Charlotte July 2010 - June 2013
First Charter Bank (Purchased by and now called Fifth Third Bank) April 1998 - January 2007
First Union Bank (Now called Wells Fargo) December 1994 - March 1998
Chemical Bank (Now called JP Morgan Chase) 1991 - 1994
Manufacturers Hanover Trust 1988 - 1991
Manufacturers Hanover Trust 1983 - 1988
Skills
Entrepreneurship, Strategic Planning, Product Management, Advertising, Leadership, Marketing, Management, Marketing Research, Volunteer Management, Social Networking, Social Media, Public Relations, Brand Management, Social Media Marketing, Marketing Communications, Market Research, Marketing Strategy, Event Planning, Corporate Communications, Event Management, Public Speaking, Fundraising, Email Marketing
Education
Florida State University
PhD, Communication Theory
Illinois State University 1971 — 1972
Master of Science (MS), Organizational Communication, General
Iona College 1967 — 1971
Bachelor's Degree, Speech Communication
JP Morgan August 2009 - Present
UBS Wealth Management May 2006 - July 2009
Northern Trust Global Investments June 1999 - May 2006
Credit Suisse Asset Management/BEA Associates February 1997 - April 1999
First Chicago June 1990 - January 1996
Lehman Brothers 1988 - 1990
Manufacturers Hanover Trust May 1981 - July 1986
Skills
Portfolio Management, Investments
Education
Harvard University, John F. Kennedy School of Government 1986 — 1988
MPA, International Finance and Economics
Georgetown University 1975 — 1979
BSFS, Russian Area Studies
Southfield-Lathrup High School
Global Legal Entity Identifier Foundation (GLEIF) May 2015 - Present
Citi April 1984 - Present
Manufacturers Hanover Trust August 1981 - April 1984
Skills
Corporate Actions, Back Office, Securities
Education
NYU Stern School of Business 1983 — 1986
MBA, Finance
Georgetown University 1977 — 1981
BSBA, Finance, Economics
JPMorgan Chase August 2005 - Present
JPMorgan Chase August 2005 - Present
J P Morgan Chase 1973 - Present
Manufacturers Hanover Trust 1973 - Present
JP Morgan Chase 1973 - Present
JPMorgan Chase November 1998 - August 2005
Skills
Credit Analysis, Loans, Commercial Banking, Start-ups, Business Development, Banking, Commercial Lending, Credit, Small Business Lending
Education
The Tuck School of Business at Dartmouth 1995 — 1995
Strategy
LIU Brooklyn 1975 — 1980
MBA, Finance
Fordham University 1971 — 1973
B.S, Economics
Apollo Investment Management May 2008 - Present
CIBC World Markets October 1989 - April 2008
Manufacturers Hanover Trust August 1981 - October 1989
Skills
High Yield, Leveraged Finance, Capital Markets, Hedge Funds, Private Equity, Investment Banking, Fixed Income, Equities, Mezzanine, Financial Structuring, Valuation, LBO, Private Placements, Special Situations, Corporate Finance, Alternative Investments, Financial Modeling, Bonds, Due Diligence, Structured Finance, Structured Products, Venture Capital, Securitization, Emerging Markets, IPO
Education
New York University - Leonard N. Stern School of Business 1985 — 1988
MBA, Finance
Georgetown University 1977 — 1981
BSBA, Finance
Iona Preparatory School 1973 — 1977
Hudson River HealthCare July 2015 - Present
St Vincents Hospital Westchester January 2012 - June 2015
St Vincent's Hospital - Westchester May 2011 - January 2012
St Vincent's Hospital - Westchester July 2009 - April 2011
St Vincent's Hospital July 2007 - July 2009
Brookside Elementary School 2006 - 2007
ABJ Professional Development September 1997 - June 2005
Manufacturers Hanover Trust 1988 - 1990
Automatic Data Processing September 1984 - December 1988
Skills
Mental Health, Social Services, Case Managment, Cognition, Training, Group Therapy, Psychosocial..., Mental Health Counseling, Nonprofits, Crisis Intervention, Therapists, Behavioral Health, Individual Counselling, Interventions, Psychological Assessment, Cognitive Therapy, Case Management, Chronic Illness, Psychotherapy
Education
Fordham University 2006 — 2008
MSW, Clinical Social Work
Syracuse University 1981 — 1984
B.S., Human Development
Growth Philanthropy Network January 2014 - Present
Civic Ventures November 2010 - January 2014
Lehman Brothers August 1995 - May 2008
Kidder Peabody November 1987 - July 1995
Manufacturers Hanover Trust June 1981 - November 1987
United Research Company January 1979 - June 1981
Skills
Organizational..., Non-profits, Leadership Development, Strategic Planning, Fundraising, Nonprofits, Executive Coaching, Employee Engagement, Management, Entrepreneurship, Program Development, Leadership, Program Management, Strategy, Human Resources, Management Consulting, Philanthropy, Public Speaking, Strategic Communications
Education
Weatherhead School of Management at Case Western Reserve University 2007 — 2010
Doctorate, Management
Fordham Gabelli School of Business 1995 — 1997
MBA, Management
Marymount College
BS, Business Administration
LodgeNet Entertainment July 1999 - March 2013
Level 3 Communications February 2009 - June 2010
Level 3 Communications June 1997 - January 2004
MFS Communications 1987 - 1996
Manufacturers Hanover Trust 1972 - 1984
Skills
Venture Capital, Finance, Mergers & Acquisitions, Start-ups, Due Diligence, Mergers, Corporate Development, Strategic Partnerships, Product Management, Leadership, Executive Management, Telecommunications, Strategy, Strategic Financial..., Strategic Planning, Wireless, Business Development, Entrepreneurship, Cloud Computing
Education
The Johns Hopkins University 1972 — 1974
M.A., International Studies
Florida State University 1969 — 1971
B.A., International Studies
DTCC May 2011 - January 2015
SunGard January 2008 - May 2011
TD Ameritrade December 2006 - July 2007
Gail Weiss & Associates, Inc. May 1998 - December 2006
Charles Schwab January 1997 - December 1997
Buck Consultants (formerly W F Corroon) June 1996 - December 1996
Bank of America (formerly NationsBank and Security Trust Company, N.A.) October 1991 - May 1996
Bank of America (formerly NationsBank and Security Trust Company, N.A.) June 1990 - March 1991
Manufacturers Hanover Trust November 1988 - May 1990
Bankers Trust November 1985 - October 1988
Skills
Securities, Series 7, Compliance, Mutual Funds, Mergers, Series 24, Financial Services, Strategy, Mergers & Acquisitions, Banking, Strategic Planning, Due Diligence, Risk Management, Outsourcing, Asset Management, Investments, Employee Benefits, Equities, Leadership, Fixed Income
Education
London Metropolitan University 2008 — 2010
MSc
New York University 1987 — 1987
Certificate in Compensation and Employee Benefits Management
University of Oxford 1984 — 1984
Post-Graduate Summer Programme
Georgetown University 1980 — 1984
BA
Clover School District August 2009 - Present
PetTransporter Worldwide Inc. 2004 - 2008
Fleet Bank 1991 - 1994
Manufacturers Hanover Trust January 1991 - November 1991
Marine Midland Bank September 1989 - January 1991
Marine Midland Bank September 1988 - September 1989
Education
Concordia University-Wisconsin
Masters, Business Administration
LIU Post 1986 — 1988
Bachelor of Science, Business Administration/Finance
Suffolk County Community College 1983 — 1986
Associates, Business Administration
GE Capital 1997 - 2004
Chase Manhattan Corporation 1995 - 1997
Chemical Bank 1989 - 1997
Manufacturers Hanover Trust October 1989 - 1992
Henry Boeckmann & Associates 1987 - 1989
Henry Boeckmann & Associates 1987 - 1989
Henry Boeckmann & Associates 1987 - 1989
Skills
Risk Management, Valuation, Appraisals, Real Estate Economics, Finance, Due Diligence, Asset Management, Investments, Portfolio Management, Real Estate, Real Estate Transactions, Real Estate Financing, Investment Properties, Loans, Financial Modeling
Education
Cornell University 1984 — 1987
BS, Economics
General Motors Asset Management 2000 - Present
General Motors - NY Treasurer's Office 1988 - 2000
Manufacturers Hanover Trust 1983 - 1986
Skills
Equities, Mutual Funds, Emerging Markets, Pensions, Asset Managment, DC Plans, Financial Analysis, Asset Management, Finance, Strategy, Financial Modeling, Capital Markets, Portfolio Management, Credit
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MBA, Finance, with distinction
Dartmouth College 1979 — 1983
BA, Economics/Government
State of Delaware January 2001 - Present
Delmarva Power 1996 - 2001
State of Delaware 1993 - 1996
Manufacturers Hanover Trust 1986 - 1990
Skills
Government, Policy Analysis, Government Relations, Policy, Economic Development, Corporate Finance, Company Acquisitions, International Trade, Corporate Treasury
Education
University of Pennsylvania 1990 — 1992
MGA, Governmental Administration
Franklin & Marshall College 1982 — 1986
BA, Government
Inter-Atlantic Securities Corp 1992 - 1996
Manufacturers Hanover Trust July 1983 - August 1990
Solomon Bros. June 1980 - July 1983
Goldman Sachs January 1959 - June 1977
Skills
Trading, Investment Properties, Real Estate, Real Estate Transactions, Due Diligence, Short Sales, Real Estate Development, Valuation, Investors, Residential Homes, REO, Property Management, Foreclosures, Relocation, Condos, Customer Service, Leadership, Contract Negotiation, Management, Strategic Planning
Education
Fordham University 1963 — 1969
B.S., Finance
RAM Financial & Economic Analysis 2008 - Present
Ness Technologies/Standard & Poors 2007 - 2007
Fitch Ratings/Algorithmics 2006 - 2007
AT&T 2003 - 2005
Bank of America-New Jersey 1998 - 2001
JPMorgan Chase 1987 - 1994
Manufacturers Hanover Trust 1980 - 1987
Skills
Economics
Education
New York University 1990 — 1993
M.A., Economics
Gettysburg College 1973 — 1977
B.A., Economics and Political Science
Oak Knoll School May 2009 - Present
Manufacturers Hanover Trust 1986 - 1993
Skills
Retail Banking, Credit, Loans, Commercial Banking, Credit Analysis, Credit Risk, Mortgage Lending, Commercial Lending, Consumer Lending, Small Business Lending, Branch Banking
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance, General
SUNY Albany
Bachelor of Science (BS), Business Administration and Management, General
Bank of America Merrill Lynch March 2010 - Present
New York Life Investment Management LLC July 2003 - June 2009
Wachovia Securities 1997 - 2002
Shawmut Bank (Connecticut National Bank) January 1986 - December 1996
Manufacturers Hanover Trust January 1980 - January 1986
Skills
Private Placements, Credit Analysis, Credit Risk, Portfolio Management, Relative Value, Risk Management, Emerging Markets, Corporate Finance, Valuation, Due Diligence, Financial Modeling, Financial Structuring, Bond Pricing, Investments, Fixed Income, Credit, Financial Analysis, Financial Risk, Finance
Education
The University of Connecticut School of Business 1991 — 1993
MBA
Trinity College-Hartford 1976 — 1979
BA, Economics
Deerfield Academy 1972 — 1975
Chessiecap Securities, Inc. 2013 - 2014
The Washington Corporation September 2010 - October 2013
Focus Investment Banking 2008 - 2010
Trenwith Group, LLC 2007 - 2008
FBR 2004 - 2007
A Bridge 2002 - 2004
Citi 1985 - 2001
Manufacturers Hanover Trust 1981 - 1985
Skills
Venture Capital, Private Equity, Corporate Development, Mergers & Acquisitions, Investment Banking, Capital Markets, Management, Financial Modeling, Start-ups, Due Diligence, Valuation, Alternative Investments, Joint Ventures, Hedge Funds, M&A experience, Equities, Corporate Finance, Strategic Planning, Asset Management, Investments
Education
Denison University 1977 — 1981
BA, History
Hawken School
Calfee, Halter & Griswold LLP January 2003 - Present
Calfee, Halter & Griswold LLP July 1996 - December 2002
Jones Day 1994 - 1996
Vinson and Elkins 1993 - 1994
UGI Corporation 1989 - 1990
Manufacturers Hanover Trust 1987 - 1989
Continental Bank (Illinois) 1986 - 1987
Education
University of Notre Dame Law School 1990 — 1993
J.D.
Duke University - The Fuqua School of Business 1984 — 1986
M.B.A.
Franklin & Marshall College 1980 — 1984
B.A., English and Government
JPMorgan Chase 1983 - Present
Manufacturers Hanover Trust 1983 - Present
Skills
Program Management, Disaster Recovery, Vendor Management, Portfolio Management, Risk Management, Banking, Financial Services, SDLC, Data Center, Management, ITIL, Business Analysis, Unix, Enterprise Architecture, Retail Banking, Project Management, Process Improvement, Business Development, Integration, Strategic Planning, Visio, Long-term Care, Cisco Technologies, Project Portfolio..., PMO, IT Strategy, CCIE, Cisco IOS
Education
State University of New York Empire State College 2007 — 2010
BS, Information Technology
Farmingdale State College 1973 — 1980
A.S., Animal Science
NYCDOE August 2013 - Present
NYC Department of Education August 2010 - Present
Donaldson, Lufkin & Jenrette May 2000 - June 2001
Pershing Limited January 1997 - May 2000
Bank of Bermuda November 1989 - December 1996
Manufacturers Hanover Trust November 1987 - October 1989
Skills
Differentiated..., Lesson Planning, Literacy, Teachers, Educational Leadership, Curriculum Design, Curriculum Development, Elementary Education, Special Education, K-12, Teacher Training, Social Studies, Instructional Design, Tutoring, Classroom, Classroom Management, Staff Development, ESL
Education
Concordia University Chicago 2015 — 2019
Doctor of Education (Ed.D.), Reading, Language and Literacy, Elementary
Fordham University 2005 — 2006
Reading Certification, Ennis Cosby Graduate Certificate - Young Readers at Risk
Mercy College 2003 — 2005
Master of Arts (MA), Early Childhood Education and Teaching, 4
Herbert Lehman College 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
JDM Consulting October 2012 - Present
CPA Global October 2004 - October 2011
CPA North America February 2001 - October 2004
ImOn Hospitality December 1998 - February 2001
Allfirst Financial, Inc January 1994 - December 1998
Bank of America/MNC Financial January 1991 - January 1994
Marakon June 1983 - January 1991
Chevron September 1982 - June 1983
Manufacturers Hanover Trust September 1976 - August 1980
Skills
Trademarks, Litigation Support, Mergers & Acquisitions, Patents, Due Diligence, Licensing, Intellectual Property
Education
University of Virginia Darden School of Business 1980 — 1982
Master of Business Administration (M.B.A.)
Furman University 1972 — 1976
Bachelor's Degree
Alvarez & Marsal February 2015 - Present
Paraclete Risk Solutions LLC November 2009 - Present
Charles River Associates 2007 - 2009
Deloitte & Touche 2000 - 2007
Ernst & Young February 1997 - June 2000
Niagara Mohawk 1990 - 2000
Syracuse University 1985 - 1989
Manufacturers Hanover Trust 1975 - 1978
Skills
Due Diligence, Enterprise Risk..., Management Consulting, Valuation, Risk Management, Business Strategy, Business Process, Analytics, Analysis, Finance, Financial Analysis, Financial Risk, Strategy, Auditing, Quantitative Analytics, Management
Education
Fordham University 1979 — 1984
PhD, Economics
Fordham University 1972 — 1976
BA, Classics and Philosophy
Le Moyne College 1970 — 1972
New York Academy of Art
Dataflow, Inc. 1995 - Present
ROOTS Education Development Foundation May 2013 - Present
ReproMAX 2003 - 2007
Manufacturers Hanover Trust 1989 - 1994
Skills
New Business Development, Team Building, Sales Management, Marketing, Strategic Planning, Digital Printing, Project Management, Advertising, B2B, Leadership, Sales Process, Account Management, Direct Sales, Customer Service, Sales, Marketing Strategy, Selling, Budgets, Key Account Management, Entrepreneurship, Business Development, Trade Shows
Education
Georgetown University 1983 — 1986
Bachelor of Science (BS), International Economics
Graceland University
Graceland University
Georgetown University
Bachelor of Science in Foreign Service, Development Economics and International Development
Thunderbird School of Global Management 1986 — 1988
MBA/MIM, Finance, Marketing
CSC - Computer Sciences Corporation February 2010 - Present
Raytheon - Network Centric Systems January 1999 - Present
Raytheon - Network Centric Systems January 1999 - Present
Raytheon - Network Centric Systems January 1999 - February 2010
Various consulting firms January 1995 - January 1998
Chemical Bank January 1992 - January 1995
Manufacturers Hanover Trust January 1986 - January 1992
BARNES AND NOBLE January 1985 - January 1986
IBM - RESEARCH CENTERS January 1984 - January 1985
Skills
VMware, Servers, Hardware, Windows Server, Active Directory, Disaster Recovery
Education
Eckerd College 2005 — 2009
BA, Management Information Systems
Laguardia Community College 1983 — 1985
AAS, MIS
Newtown
Newtown
Newtown
US Department of Veterans Affairs November 2004 - June 2011
Self Employed August 2003 - November 2004
Bank Polska Kasa Opieki (UniCredito Group) September 1991 - July 2003
American Express Financial Advisors August 1990 - April 1991
Tawil Trade Finance, LLC November 1989 - August 1990
Manufacturers Hanover Trust September 1979 - October 1989
Arab Petroleum Pipelines Co. (SUMED) August 1976 - September 1979
Education
Georgetown University - Government Affairs Institute 2010 — 2010
Seminar, Congressional Operations
Dalhousie University
B.A., Political Science and Development Economics
Pelham Memorial High School
HS, NYS High School Curriculum
State Farm Insurance- New Canaan 2003 - Present
Barclays Capital 2002 - 2003
ABN AMRO Bank 1998 - 2002
RBS Greenwich Capital 1991 - 1998
Manufacturers Hanover Trust 1987 - 1991
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, FINANCE, RISK MANAGEMENT
Saint Lawrence University 1978 — 1982
BS, CHEMISTRY
St. Joseph's Collegiate Institute
Wyndham Worldwide July 2013 - Present
The PS Factor 2004 - 2005
ASI Financial Services 1996 - 1999
Americas Systems, Inc. 1993 - 1995
Bankers Trust 1990 - 1993
Manufacturers Hanover Trust 1987 - 1990
Skills
Completed PMP..., Advanced Microsoft..., Excellent Microsoft..., Extensive experience in..., Sound knowledge of..., Strong understanding of..., Excellent understanding..., Ability to multi-task..., Excellent ability to..., Strong familiarity with..., Independent self-starter, Highly motivated
Education
County College of Morris 2010 — 2012
PMP Certification, Project Management
County College of Morris 2012 — 2012
Advanced Certification, Microsoft Project
Annenberg School of Communications at USC 1983 — 1984
Master of Arts (M.A.), Communications Technology/Technician
Connecticut College 1979 — 1983
Bachelor of Arts (B.A.), Psychology
NYS Office of the State Comptroller October 2005 - December 2010
Vertis Inc April 2005 - October 2005
Pryba Tobin & Company, PC November 2002 - January 2005
Alliance Automation System November 2000 - November 2001
Insero & Company CPAs, P.C. November 1999 - November 2000
DeJoy, Knauf & Blood, LLP August 1998 - October 1999
Golden State Foods November 1991 - June 1994
Manufacturers Hanover Trust May 1980 - June 1981
Skills
Financial Reporting, Accounting, Auditing, Financial Statements, Finance, Bookkeeping, Accounts Payable
Education
St John Fisher College 1995 — 1998
Bachelor, Accounting, 3.4
CUNY New York City College of Technology 1978 — 1980
Associate of Applied Science, Aoounting, 3.24
Kathleen Cragan Interior Design September 2002 - Present
Event Management October 1997 - August 2014
Mercedes Benz Credit Corporation September 1998 - September 2000
Chemical Bank/Manufacturers Hanover Trust Company January 1991 - January 1993
Manufacturers Hanover Trust September 1987 - January 1991
Citi September 1984 - September 1987
PwC (formerly Price Waterhouse) September 1982 - September 1984
Skills
Photography, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Event Management, Certified Public..., Office Management, Office Administration, Internal Audit, External Audit, Financial Audits
Education
Franklin & Marshall College 1978 — 1982
Bachelor of Arts (B.A.), Business and Accounting
Citigroup Global Markets January 2007 - Present
Citigroup Global Markets March 1997 - December 2006
Salomon Brothers March 1990 - February 1997
Manufacturers Hanover Trust June 1984 - March 1990
Education
Fordham Gabelli School of Business 1987 — 1990
MBA, Finance
Fairfield University 1980 — 1984
BS, Accounting
Credit Agricole CIB May 2006 - Present
BPD Bank 1999 - 2002
Union Planters Bank 1994 - 1999
Intercredit Bank 1992 - 1994
Manufacturers Hanover Trust 1981 - 1991
First Palm Beach Int'l Bank 1984 - 1986
Skills
Fixed Income, Structured Finance, Banking, Derivatives, Investment Banking, Risk Management, Credit, Corporate Finance, Trade Finance, Portfolio Management, Strategic Planning, Commercial Banking, Credit Risk
Education
Fairfield University 1977 — 1981
BA, Mod. Language
Universidad Iberoamericana, Ciudad de México 1980 — 1980
Spanish
J.P. Morgan September 2002 - Present
Chase Securties, Inc. September 1997 - September 2002
Chemical Secuties, Inc. September 1991 - September 1997
Manufacturers Hanover Trust September 1986 - September 1991
Skills
Securitization, Structured Finance, Capital Markets, Insurance, Investments, Equities, Corporate Finance, Financial Structuring, Private Equity, Fixed Income, Investment Banking, Risk Management, Finance, Credit, Reinsurance, Venture Capital
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA
Harvard University 1982 — 1986
BA, Economics
White Plains High School 1978 — 1982
Hudson Highland Advisors LTD June 2006 - Present
Manufacturers Hanover Trust 1985 - 1986
Skills
Mergers, Strategic Planning, Management Consulting, Strategy Development, Strategic Partnerships, Business Strategy, Health Information..., Healthcare Information..., Non-profits, Healthcare, Leadership, Mergers & Acquisitions, Strategy, Business Development, Nonprofits
Education
Fordham University - Graduate School of Business Administration 1971 — 1973
Masters degree, Business - Finance
Princeton University 1966 — 1970
AB, History
Pronceton University 1966 — 1970
Bachelors degree, History
JP Morgan Chase May 1990 - November 2002
Manufacturers Hanover Trust September 1985 - May 1990
Q107 Radio July 1980 - August 1980
Education
Cornell University 1981 — 1985
BS, Consumer Economics and Housing
Private Equity Investor 2007 - Present
InterGen 1994 - 2000
International Finance Corporation 1993 - 1993
Overseas Private Investment Corporation 1992 - 1992
The Institute for International Research 1990 - 1991
Manufacturers Hanover Trust 1988 - 1990
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Due Diligence, Asset Management, Emerging Markets, Strategic Financial..., Capital Markets, Project Finance, Investment Management, Corporate Development, International Relations, International Project...
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1991 — 1992
MA, International Political Economy, International Law
Cornell University 1984 — 1988
BA, School of Arts and Sciences, Economics, International Relations
Georgetown Day School 1980 — 1984
BNP Paribas April 2014 - Present
BNP Paribas October 2012 - Present
MF Global November 2010 - November 2011
BTIG Investment Group February 2009 - November 2010
UBS Investment Bank May 2000 - February 2009
Citigroup (Salomon Brothers)- June 1986 - May 2000
Manufacturers Hanover Trust September 1984 - May 1986
Skills
Fixed Income
Education
Dartmouth College 1980 — 1984
BA
Computershare February 2004 - Present
ChaseMellon 1998 - 2004
ChaseMellon February 1996 - 1998
Chemical Bank January 1993 - October 1995
Manufacturers Hanover Trust 1988 - 1992
Skills
Customer Relations, Business Analysis, Process Improvement, Reconciliation, Corporate Actions, Equities, Banking, Securities
Education
Fordham University 1979 — 1983
BA, English
Hackensack University Medical Center November 2000 - Present
Philip Morris Corporate September 1991 - August 1998
Philip Morris USA September 1984 - September 1991
Manufacturers Hanover Trust September 1983 - September 1984
MetLife January 1982 - September 1983
MetLife July 1980 - January 1982
Skills
Oracle, Databases, Unix, Performance Tuning, ETL, DB2, PeopleSoft, Management, Windows, Human Resources, RMAN, Healthcare Information..., HIPAA, Disaster Recovery, Windows Server, Epic Systems
Education
New York University - Leonard N. Stern School of Business 1981 — 1987
Master of Business Administration (M.B.A.), Management Information Systems, General
Cornell University 1976 — 1980
Bachelor of Science (B.S.), Industrial and Labor Relations
Lindenwood Gardens Co-op, Inc. July 2009 - Present
Manufacturers Hanover Trust July 1978 - November 1991
Skills
Asset Management, Real Estate, Property Management, Investments, Real Estate Transactions, Budgets, Banking, Commercial Real Estate, Portfolio Management, Loans, Investment Properties, Real Estate Development, Credit
Education
St. John's University 1973 — 1975
Master's Degree, Public Administration
St. John's University 1973 — 1975
Master of Business Administration (M.B.A.)
Georgian Court College 1968 — 1972
Bachelor's Degree, Art History
Georgian Court College
ba
Non-profits Work ExperienceCivic EngagementAugust 1984 - Present
San Francisco State University (SFSU) January 1994 - June 1997
Wells Fargo Bank January 1989 - January 1994
CIBC January 1987 - January 1989
Manufacturers Hanover Trust July 1983 - January 1987
MetLife August 1980 - July 1982
Skills
Fundraising, Event Planning, Nonprofits, Public Speaking, Community Outreach, Editing, Volunteer Management, Computer Proficiency, Organizational Structure, Organized self-starter, Landscaping and..., Communication, Recruiting, Career Development, Career Counseling, Career Assessment, Business Strategy, Capital Campaigns, Endowments, College Recruiting, college consulting
Education
Harvard University
Master's degree, Organizational Behavior Studies
Hartwick College 1976 — 1980
Bachelor's degree, Sociology and Spanish Literature
Credit Suisse 1986 - Present
Manufacturers Hanover Trust June 1981 - August 1986
U.S. Peace Corps June 1976 - November 1978
Education
Cornell University - Johnson Graduate School of Management 1979 — 1981
MBA, Accounting and Finance
Duke University 1971 — 1976
Bachelor of Science (BS), Zoology/Animal Biology
Retired September 2001 - October 2013
CDL Enterprises, LTD. June 1995 - September 2001
Sanwa Bank - New York Branch April 1988 - May 1992
Manufacturers Hanover Trust September 1972 - June 1986
CBS Corporation May 1969 - July 1972
IBM August 1956 - May 1968
US Army February 1954 - January 1956
Education
NYU Stern School of Business 1957 — 1964
MBA, Business Administration and Management, General
Fordham University 1951 — 1957
Bachelor of Business Administration (BBA), Accounting and Finance
Regis High School 1947 — 1951
Computershare January 2012 - June 2013
Computershare July 1988 - June 2013
BNY Mellon July 2007 - December 2011
Mellon Investor Services December 2000 - June 2007
Chase Mellon Shareholder Services (CMSS) April 1996 - November 2000
Chemical Mellon Shareholder Services (CMSS) May 1995 - March 1996
Chemical Bank July 1992 - April 1995
Manufacturers Hanover Trust July 1988 - June 1992
Manufacturers Hanover October 1986 - July 1988
Gutman & Mintz 1985 - 1986
Skills
Microsoft Excel, Enterprise Vault, Research, Data Reconciliation, G/L Analysis, Outlook, Corporate Actions, Data Entry, Inventory Control, Management, Time Management, Access, Stocks, Software Documentation, Order From Chaos, MS Excel Pivot Tables, Data Import/export, Share Reconcilement, Fund Reconcilement, Production Reporting, Proactive self-starter, Problem Solving, Learning Quickly, Trading, Product Cost Analysis, LinkedIn, Twitter, Internet, iPhone, Google Search, Creative Writing, Proofreading, Fiction Writing, Crosswords, Microsoft Outlook, cryptograms, cryptoquizes, Customer Service
Education
Fordham University
Business Administration - Accounting - 80 Credits Toward BA
HIgh School of Graphic Communication Arts
Journalism
New York School of Printing
Journalism
Gargiulo + Partners, Inc. 1999 - Present
J.P. Morgan 1988 - 1998
Manufacturers Hanover Trust 1986 - 1988
Skills
Marketing Strategy, Strategic Communications, Finance, Strategy, Investment Banking, Marketing, Social Media, Mergers & Acquisitions, Strategic Planning
Education
Columbia University in the City of New York
Master's Degree
Fordham University
Bachelor's Degree
CREDIT SUISSE 2009 - Present
HSBC BANK USA, GLOBAL PRIVATE BANK 2007 - 2009
ROYAL BANK OF CANADA 2004 - 2007
CITIGROUP 2003 - 2004
HSBC BANK USA 1994 - 2002
CITIBANK, N.A. 1989 - 1994
Manufacturers Hanover Trust 1984 - 1989
Skills
Private Bank, Credit, Risk Management, Spanish, Banking, Credit Analysis
Education
Fordham University
Master of Business Administration (M.B.A.), Finance