Manufacturers Hanover Trust
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Manufacturers Hanover Trust Employees
GE September 2013 - Present
Men's Knitting Retreats, Inc. August 2012 - Present
Joseph R. Wilcox, Inc. July 2012 - September 2013
Deloitte May 2010 - July 2012
PwC Consulting June 2009 - May 2010
BearingPoint December 1998 - January 2009
KPMG LLP 1996 - 1998
Atlantic Mutual Companies December 1985 - December 1996
Atlantic Mutual 1985 - 1996
Manufacturers Hanover Trust December 1983 - December 1985
Skills
PeopleSoft, Human Resources, Benefits Administration, Compensation & Benefits..., PeopleTools, SQR, HRIS, Business Process..., Management Consulting, ERP, Business Process, Shared Services, Business Process Design, HR Transformation, Business Transformation, Project Management, Oracle SQL, PeopleSoft Query, Employee Benefits, Process Improvement, Payroll, Oracle, Testing, Integration, Requirements Gathering, SDLC, Business Analysis, Business Process..., Requirements Analysis, IT Strategy, Business Intelligence
Education
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1981
BA, Business Administration, Management and Operations
Piedmont Recreation Department 2009 - Present
Claremont Capital 2005 - 2007
California KCDA, Inc. 1992 - 2005
Manufacturers Hanover Trust 1986 - 1992
Education
New York University - Leonard N. Stern School of Business
Masters of Business Administration
Columbia University
Bachelor of Arts (B.A.), Economics
University of California, Los Angeles
Great Neck South
High School
Global Innovative Finance January 2015 - Present
Boston College Carroll School of Management 2013 - Present
Simmons School of Management 2013 - Present
Social Finance US March 2013 - January 2015
Levin Global Institute, SUNY 2007 - 2013
World Learning/SIT Graduate Institute 2011 - 2012
Hult International Business School 2004 - 2006
Brandeis University International Business School 1987 - 2004
Political Risk Services, Inc. 1981 - 2001
Manufacturers Hanover Trust 1981 - 1986
Skills
International Banking, Microfinance, Globalization, Business and..., Higher Education..., Professor of Finance, Social Impact Investing, Investments, International Relations, Banking, Economics
Education
New York University, Stern School of Business 1981 — 1985
Master of Business Administration (MBA), International Finance
Johns Hopkins SAIS 1977 — 1979
Master of Arts (M.A.), International Relations and Affairs
Princeton University
Bachelor of Arts (B.A.), French Literature, Magna cum laude
J.P. Morgan Asset Management 2008 - Present
J.P. Morgan Asset Management 2000 - 2007
UBS 1996 - 1999
BNP Paribas 1993 - 1996
Credit Suisse First Boston 1987 - 1993
Manufacturers Hanover Trust 1983 - 1987
Skills
Hedge Funds, Institutional..., Alternative Investments, Institutional Sales, Alternative Investment..., Equities, Asset Allocation, Fixed Income, Asset Managment, Investment Management, Asset Management, Securities, Capital Markets, Mutual Funds, Trading, Risk Management, Portfolio Management, Bonds
Education
Trinity College-Hartford
B.A.
SAVI Consulting, LLC April 2014 - Present
Inline Filling Systems, LLC November 1996 - March 2014
Frain Industries 1991 - 1992
CPM Wolverine Proctor 1991 - 1992
Buhler Aeroglide 1989 - 1991
Bourns, Inc. 1984 - 1987
Manufacturers Hanover Trust 1982 - 1984
Skills
International Sales, Plastics, Sales Management, New Business Development, Key Account Management, Packaging Machinery, Industrial Markets, Labels, Product Development, Entrepreneurship, Consulting, Instrument Rated Pilot, Corrugated, Start-ups, Packaging, industrial marketing, Manufacturing, Business Development, Team Building, Continuous Improvement, Cross-functional Team..., Business Planning, Sales Operations, Strategic Planning, Purchasing, Search Engine Ranking
Education
Thunderbird School of Global Management 1981 — 1982
Masters of International Management, Industrial Marketing
Stetson University 1978 — 1980
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Warren Wilson College 1976 — 1978
Bachelor's Degree, Business Administration and Management, General
AMERICAN SCHOOL MANILA 1963 — 1975
BGC Partners October 2014 - Present
Bank of America September 2011 - 2014
Morgan Stanley August 2010 - September 2011
Citi May 2006 - August 2010
Lehman 2000 - 2006
Chase Manhattan Bank 1992 - 2000
Manufacturers Hanover Trust 1989 - 1992
Skills
FX Options, Trading Systems, Management, Rates, Electronic Trading, Equities, Fixed Income, Capital Markets, Market Data, Risk Management, SDLC, Credit, Portfolio Management, IT Management, Program Management, Derivatives, Investment Banking, Trading, Equity Derivatives, Business Analysis, Asset Management, Credit Derivatives, Agile Methodologies, Project Management, Financial Risk, Interest Rate..., Vendor Management, IT Strategy, Financial Markets, Enterprise Architecture, Business Intelligence, Vendor Relationships, Interest Rates
Education
The Cooper Union for the Advancement of Science and Art 1984 — 1989
Bachelor of Engineering (BEng), Mechanical Engineering
Lucrative Estates March 2013 - Present
AT&T January 2002 - February 2013
Manufacturers Hanover Trust May 1998 - December 2000
Skills
Excellent Communicator,..., Mananged and Develop..., Very creactive and have..., I have Excellent tone...
Education
Bolingbrook High 1989 — 1993
high school diploma, Communication and Media Studies
Prairie State College
Historic East Baltimore Community Action Coalition, Inc. April 2000 - Present
The Aspen Institute 1998 - 2000
Appalachian Regional Commission 1993 - 1998
The Voges Company 1985 - 1988
Manufacturers Hanover Trust 1977 - 1981
Education
The University of Texas at Austin 1989 — 1991
Master of Science (M.S.), Community and Regional Planning
Washington and Lee University 1971 — 1975
Bachelor of Arts (B.A.), Economics and German
Self Employed 1994 - Present
Twin Capital, Inc. 1994 - 2013
AXA 1999 - 2001
Chemical Bank 1990 - 1994
Bankers Trust 1984 - 1990
Gelco Corporation 1980 - 1984
Manufacturers Hanover Trust 1971 - 1980
Skills
Strategic Planning, Private Equity, Mergers & Acquisitions, Public Speaking, Investment Banking, Social Media, Fundraising, Due Diligence, Nonprofits, Communications
Education
Fordam University 1972 — 1974
Master of Business Administration (MBA), Business/Commerce, General
University of Notre Dame 1966 — 1970
AB, Sociology
United States Postal Service August 2015 - Present
United States Postal Service May 2014 - Present
United States Postal Service May 2014 - October 2014
United States Postal Service February 2014 - May 2014
United States Postal Service July 2010 - February 2014
United States Postal Service April 2007 - July 2010
United States Postal Service February 1987 - April 2007
Manufacturers Hanover Trust 1986 - 1987
Chemical Bank 1985 - 1986
Skills
Real Estate, Project Management, Information Technology, Delivering Results, Talent Management, Retail Marketing, Cooking, Team Leadership, Presentations, Analysis, Leadership Development, Program Management, Time Management, Change Management, Customer Service, Government, Leadership, Management, Policy, Strategic Planning, Team Building, Training
Education
Strayer University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, Minor Human Resources
Strayer University (VA)
Associate of Arts (AA), Business Administration and Management, Minor Human Resources
Delaware Trust Company August 2012 - Present
HSBC February 2004 - July 2012
Credit Lyonnais 2001 - 2003
Credit Lyonnais April 1993 - August 2001
Manufacturers Hanover Trust 1983 - 1992
Skills
Restructuring, Credit, Loans, Bankruptcy, Bonds, RMBS
Education
COLUMBIA UNIVERSITY-Graduate School of Business 1981 — 1983
MBA, Finance Concentration
University of Southern California 1975 — 1977
MPA, School of Public Administration, Intergovernmental Management Concentration
University of California, Los Angeles 1971 — 1975
BA, Political Science
National Bank of Kuwait August 2014 - Present
Telavance, Inc. May 2014 - July 2014
Arab Banking Corporation September 1998 - December 2013
Arab Banking Corporation August 1990 - August 1998
Arab Banking Corporation April 1988 - August 1990
Arab Banking Corporation November 1984 - April 1988
Nordic American Banking Corporation March 1980 - October 1984
Manufacturers Hanover Trust August 1978 - March 1980
Skills
AML, KYC, Credit Risk, SWIFT, Banking, Risk, Compliance Management, Payments, Risk Management, Security, Financial Analysis, Financial Reporting, Trade Finance, Budgeting, Strategic Planning, Business Analysis, Financial Risk, Operational Risk..., Investment Banking, Retail Banking, Credit, Information Technology, Compliance, SWIFT payments, Anti Money Laundering
Education
Saint John's University 1980 — 1982
MBA, Finance
State University of New York College at Oswego 1974 — 1978
Bachelor of Science (BS), Accounting and Finance
The Tail Trail 2010 - Present
Law Debenture Trust Company 2008 - 2009
Northwestern Mutual 2005 - 2007
JPMorgan Chase 1997 - 2004
Emerging Growth Opportunities, Inc 1995 - 1997
First Fidelity Bank 1991 - 1994
Manufacturers Hanover Trust 1981 - 1991
Skills
Process Improvement, Contract Negotiation, Strategy, Loans, Relationship Management, Sales Process, Financial Services, CRM, Marketing, Investments, Banking, Capital Markets, Product Management, Customer Retention, Leadership, Management, Selling, New Business Development
Education
Purdue University 1976 — 1980
BS, Business Admin and Psychology
AT&T Mobility 2012 - Present
Epitec Inc. 2012 - 2012
Powder River Development Services 2009 - 2012
Sprint Nextel 1995 - 2008
Sprint 1993 - 1995
Hughes Aircraft Company 1987 - 1993
RJR Industries 1986 - 1987
Hughes Aircraft Company 1984 - 1986
Manufacturers Hanover Trust 1982 - 1984
Skills
Wireless, Telecommunications, Strategy, Management, Pre-sales, Project Management, Troubleshooting, Team Building, Direct Sales, CDMA, Networking, LTE, Mobile Devices, Integration, Solution Selling, Switches, Problem Solving, Network Design, Cross-functional Team..., Cloud Computing, VoIP, Cellular Communications, WiMAX, Product Management, Vendor Management, Leadership, Program Management, Account Management, Start-ups, Managed Services, Sales, Sales Operations, SDLC, 3G
Education
Syracuse University 1973 — 1977
Bachelor of Science, Mechanical Engineering
NJ Practical Reiki January 2011 - Present
La Vie en Vie, LLC January 2007 - Present
Electra Information Systems May 2010 - January 2011
State Street March 1998 - January 2003
Princeton Financial Systems March 1994 - March 1998
ADP 1993 - 1994
Shaw Data Services 1989 - 1993
Manufacturers Hanover Trust March 1984 - September 1987
Education
Sotheby's Institute of Art, London 2004 — 2005
MA, East Asian Art History
Rutgers, The State University of New Jersey-Newark 1980 — 1982
MBA, Finance
MUFG Americas March 2015 - Present
Mitsubishi UFJ Financial Group, Inc. February 2011 - Present
MUFG Americas October 2013 - March 2015
JP Morgan Chase December 2007 - February 2011
JP Morgan Chase March 2002 - December 2007
JP Morgan Chase June 2000 - March 2002
The Chase Manhattan Bank November 1993 - June 2000
Chemical Bank May 1991 - November 1993
Manufacturers Hanover Trust December 1988 - May 1991
Skills
Risk Management, Credit Risk, Banking, Process Improvement, Loans, Finance, Credit, Portfolio Management, Strategy, Analysis, Commercial Banking, Management, Financial Risk, Mergers & Acquisitions, Financial Reporting
Education
Queens College 2000 — 2009
Bachelors, Business Administration
Capital Institute June 2010 - Present
New York Society of Security Analysts Financial Professionals' Post November 2008 - October 2012
The Impact Investor January 2010 - June 2010
the Intersections of "The New Economy" 2005 - January 2010
The White Plains Watch Community Newspaper 1997 - 2005
Financial and Technology Publications 1987 - 1997
Manufacturer's Hanover Trust 1985 - 1987
Business International 1982 - 1985
Skills
Sustainability, Investments, Environmental, Economics, Climate Change, Financial Markets, Research, Writing, Risk Management, Editing, Analysis, Blogging, Corporate Social..., Journalism, Digital strorytelling, Sustainable finance, Grantwriting, Copy Editing, Portfolio Management, Renewable Energy, Finance
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
Finance
Reed College 1968 — 1972
BA, English
Comey & Shepherd Realtors November 2013 - Present
Sibcy Cline Realtors 2008 - 2013
Sanwa Bank 1995 - 1999
Wells Fargo 1989 - 1994
Royal Bank of Canada 1986 - 1988
Manufacturers Hanover Trust 1984 - 1986
Skills
Sales, Customer Service, Selling, Strategic Planning, Contract Negotiation, Marketing, Loans, Real Estate, Sales Management, First Time Home Buyers, Sellers, Investment Properties, New Home Sales, Single Family Homes
Education
Fletcher School of Law and Diplomacy 1982 — 1984
Master of Arts in Law And Diplomacy MALD, International Relations and Affairs, International Business and Trade
Pomona College 1978 — 1982
Bachelor's degree cum laude, International Relations
Patricia McHugh Lyons, Esq. 1991 - Present
Jefferson Awards for Public Service/Students in Action 2009 - Present
Green, Ward & Krapf, P.A. 1992 - 1994
Manufacturers Hanover Trust 1987 - 1990
Chemical Bank 1985 - 1987
Skills
Public Relations, Nonprofits, Research, Public Speaking, Mergers & Acquisitions, Public Policy, Legislation
Education
Widener University School of Law
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Saint Joseph's University
B.S. in Finance
Concord High School
KarynMakesArt January 2013 - Present
CBS News 2001 - 2010
Crate & Barrel 1998 - 2001
Profession Staff Congress/CUNY 1989 - 1998
Manufacturers Hanover Trust 1981 - 1989
Skills
Broadcast, Storytelling, Television, Journalism, Broadcast Journalism, Strategic Communications, Social Media, News Writing, Copy Editing, Photography, Blogging
Education
SUNY New Paltz 1976 — 1980
BA, Speech Communications/R-TV
Better Homes and Gardens Real Estate The Masiello Group December 2012 - Present
RE/MAX Premier, Martinsville NJ January 2010 - December 2012
Weichert Realtors December 2004 - December 2009
NachmanHaysBrownstein 2000 - 2004
FINOVA Capital Corporation 1994 - 2000
Bell Atlantic Tricon Capital 1991 - 1994
Manufacturers Hanover Trust 1971 - 1991
Skills
Financial Analysis, Business Planning, Valuation, Business Development, Customer Service, Strategic Planning, Due Diligence, Financial Modeling, Business Strategy, Selling, Real Estate, Team Building, First Time Home Buyers, Investments, Relocation, Sales, Sellers, Investment Properties, Residential Homes
Education
University of Virginia Darden School of Business 1986 — 1986
TEP'86, Management
New York University - Leonard N. Stern School of Business 1974 — 1977
MBA, Finance
Rider University 1967 — 1971
BSC, Finance and Accounting
Comcast January 2013 - Present
+100,000 licensed representatives December 2011 - Present
JPMorganChase April 2007 - September 2008
Family Cuisine Cafe & Bakery January 2006 - February 2007
JP Morgan Chase 1989 - 2004
Chase Bank April 1993 - September 1996
Manufacturers Hanover Trust June 1976 - October 1986
Skills
Networking, Credit, Portfolio Management, Mergers, Loans, Cash Management, Team Management, Treasury Management, Financial Accounting, Accounting, Analysis, Budgets, Process Improvement, Retail Banking, Strategic Planning, Strategy, Business Process..., Business Strategy, Executive Management, Accounts Receivable, Accounts Payable, Sales, Project Management, Capital Budgeting, Customer Service, Information Technology, Integration, Financial Analysis, Mergers & Acquisitions
Education
St. Francis College 1973 — 1980
BS Accounting, Accounting & Management
Nazareth Regional HS 1969 — 1973
Academic, Accounting
KeyCorp 2011 - Present
Hawken School June 2010 - Present
Modine Manufacturing Company 2006 - Present
The Lubrizol Corporation 1998 - 2011
Atlantic Richfield Company 1983 - 1998
Manufacturers Hanover Trust 1978 - 1981
Education
The Tuck School of Business at Dartmouth 1981 — 1983
MBA, Finance
Yale University 1973 — 1978
BA, Philosophy
Commercial Tenant Services, Inc. November 2012 - Present
CRS 1995 - October 2012
Manufacturers Hanover Trust April 1989 - April 1991
CIT January 1985 - April 1989
Skills
Real Estate, Property Management, Leases, Real Estate Development, Real Estate Transactions, Investment Properties, Brokerage, Location Intelligence, Corporate Real Estate, Disposition, Lease Administration, Contract Negotiation, Lease Audit
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Science (BS), Accounting
Citigroup Capital Markets November 1999 - Present
Universal Automated Systems 1997 - 1999
Smith Barney December 1994 - September 1997
The Chase Manhattan Bank June 1992 - December 1994
Manufacturers Hanover Trust 1989 - 1992
Systematics/Alltel(current Fidelity Financial) 1987 - 1989
Skills
Business Analysis, Trading Systems, COBOL, JCL, User Acceptance Testing, DB2, Java, SQL, Analysis, Capital Markets, Banking, Problem Solving, Word, Microsoft Office, Outlook, Excel
Education
Rochester Institute of Technology 1981 — 1987
BS, Computer Science
Jamaica High School 1978 — 1981
Meridian International Center November 2012 - Present
Self-Employed July 2010 - October 2012
Grameen Foundation January 2007 - June 2010
Financial Services Volunteer Corps July 1997 - 2006
U.S. Department of the Treasury January 1993 - June 1996
Manufacturers Hanover Trust Co. / Chemical Bank 1988 - 1992
Manufacturers Hanover Trust Co. September 1987 - July 1988
Manufacturers Hanover Trust January 1984 - August 1987
Skills
Microfinance, Fundraising, Strategy Development, Strategic Planning, Organizational..., Customer Relations, Corporate Relations, Debt Restructuring, Emerging Markets, International..., Program Management, Business Strategy, Corporate Social..., Management Consulting, Financial Analysis, Change Management, French, Negotiation, Policy, Business Planning, New Business Development, Social Entrepreneurship, Public Speaking, Spanish, Risk Management, Economic Development, Social Enterprise, Public Relations, Capacity Building, Budgeting, International Relations, Leadership Development, Proposal Writing, Team Building, Entrepreneurship, Analysis, Africa, Government, Banking, Private Sector, International Business, Public-private..., Philanthropy, Strategic Partnerships, NGOs
Education
Thunderbird School of Global Management 1979 — 1980
MBA, Finance
Saint Lawrence University 1973 — 1977
BA, French
Lenox Advisors December 2011 - Present
Morgan Joseph TriArtisan LLC January 2008 - October 2011
McMahan Securities July 1996 - January 2008
Credit Lyonnais April 1992 - July 1996
Manufacturers Hanover Trust September 1990 - April 1992
Skills
Equities, Investment Banking, Securities, Hedge Funds, Asset Managment
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance and International Business
University of Michigan - Stephen M. Ross School of Business 1983 — 1987
Bachelor of Business Administration, Finance
Baldwin High School
MDM Management Group January 2000 - Present
Goodman & Company December 2001 - October 2002
Carter Machinery October 1985 - December 1999
Roanoke College August 1984 - December 1985
Manufacturers Hanover Trust June 1982 - August 1984
Education
Roanoke College 1978 — 1982
BBA, Business Finance, Economics
CyberCore Technologies August 2013 - Present
CACI International Inc February 2011 - August 2013
Minerva Engineering July 2010 - January 2011
Lockheed Martin April 2001 - July 2010
TREW Systems Inc 1994 - 2001
Dun & Bradstreet 1988 - 1994
Princeton University 1986 - 1988
Manufacturers Hanover Trust 1982 - 1986
Skills
Systems Engineering, SQL, Data Modeling, Java, Testing, Integration, ClearQuest, Test Planning, System Testing, Telelogic DOORS, UML, System Architecture, Requirements Analysis, Microsoft SQL Server, Agile Methodologies, Test Engineering, Test Management, Linux, Shell Scripting, Perl, Selenium, Wireshark, JIRA, Oracle, SQL Server, Python, SharePoint, Version Control SVN, IXIA, Cognos, Visual Basic, MS Office Suite, Systems Architecture, Agile, VersionOne, MS Project, Risk Management, Erwin, DoD, Subversion, Unix, Enterprise Architecture, C4ISR, Microsoft Office, Version One, Earned Value Management, Requirements Management, Databases
Education
New York University - Leonard N. Stern School of Business 1980 — 1985
MBA, Finance
Queens College 1972 — 1977
BA, Mathematics
AST Intro Course
AST Intro Course
The McClatchy Company May 2012 - Present
The McClatchy Company April 2001 - May 2012
Sinclair Broadcast Group 1999 - 2001
Sinclair Broadcast Group 1996 - 2001
River City Broadcasting 1995 - 1996
Chemical Securities 1991 - 1995
Manufacturers Hanover Trust 1986 - 1991
Skills
Financial Modeling, Media Finance, Finance, Corporate Finance, Mergers & Acquisitions, Mergers, Business Development, Social Media, Forecasting, Marketing, Financial Analysis, Strategic Planning, Digital Media, Accounting, Strategy, Budgets, Process Improvement, New Media, Start-ups, New Business Development, Auditing, Management, Change Management, Financial Reporting, Sarbanes-Oxley Act, Publishing, Online Advertising, Newspapers, Newspaper, Marketing Strategy, Leadership, Business Strategy, Advertising
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance Concentration
Stanford University 1982 — 1986
A.B., Economics
Experienced Brokerage Inc. January 1991 - Present
U S WEST November 1987 - November 1989
Manufacturers Hanover Trust June 1982 - September 1987
Skills
Health Insurance, Disability Insurance, Long Term Care, Benefits, Small Business, Dental, Employee Benefits, Insurance, Critical Illness, Voluntary Employee..., Vision Plans, Individual Insurance, Health Care Reform..., Payroll Services, Compliance Consulting, Health Savings Accounts, Self Funded Plans, Allstate Workplace..., Long-term Care, Account Management, Brokers, Fixed Annuities, Affordable Care Act, Accident, Life Insurance, Term Life Insurance, Universal Life, Whole Life, Property & Casualty..., Underwriting, Retirement, Strategic Planning, Leadership
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance
xaverian
Retired August 2011 - Present
Self Employed March 2010 - August 2011
Bank of America June 1990 - March 2008
Simpson Thacher & Bartlett LLP October 1982 - May 1990
Manufacturers Hanover Trust July 1973 - July 1979
Skills
Writing
Education
School for Strings 2008 — 2010
Suzuki Cello Pedagogy Program
Syracuse University College of Law 1979 — 1982
J.D., magna cum laude, Law
Teachers College of Columbia University 1972 — 1973
M.A., University Administration
Yale University 1969 — 1971
B.A., English
Vassar College 1967 — 1969
N/A, English
FirstBank December 2014 - Present
Generation Mortgage Co. August 2011 - November 2014
Advanced Funding Solutions, Inc. May 2009 - August 2011
SmartStream Technologies November 2007 - May 2009
CorrectNet, Inc. April 2006 - November 2007
Senior Funding Group October 2003 - April 2006
Citigroup October 1999 - September 2003
DTCC April 1998 - October 1999
Barclays Capital June 1988 - April 1998
Manufacturers Hanover Trust 1986 - June 1988
Education
The College of William and Mary
BBA, Finance, Classical Studies
Pace University - Lubin School of Business 1992 — 1993
Master of Business Administration (M.B.A.), cum laude
Mercer Investment Consulting June 2011 - Present
Evaluation Associates May 2001 - June 2011
Taurus Advisory Group 1999 - 2001
The Perkin-Elmer Corp 1995 - 1997
Mellon Bank 1986 - 1990
Continental Can/Continental Group 1982 - 1986
Manufacturers Hanover Trust 1981 - 1982
Lionel D. Edie & Co. 1979 - 1981
Skills
Endowments, Foundations, Socially Responsible..., Retirement Plan..., High Net Worth..., Investments, Asset Allocation, Alternative Investments, Investment Policy, Special Projects, Hedge Funds, Institutional...
Education
Rutgers University-New Brunswick
BA
MTI Consulting Services, LLC January 2014 - Present
Atos October 2012 - November 2013
McGraw-Hill July 2007 - September 2012
Standard & Poor's June 1990 - July 2007
JJ Kenny January 1988 - June 1990
Manufacturers Hanover Trust June 1985 - December 1987
Philip Morris International April 1984 - May 1985
Montefiore Medical Center May 1981 - May 1984
CA Technologies January 1978 - May 1981
Skills
IBM Mainframe, Disaster Recovery, Storage, Operating Systems, IT Management, Vendor Management, Solaris Zones, ITIL, Virtualization, Data Center, Project Management, Visio, Solaris, Business Continuity, Unix, Management, IT Operations, Red Hat Linux, IT Strategy, Enterprise Software, Enterprise Architecture, Service Delivery, IT Service Management, Servers, Testing, Incident Management, Storage Area Networks, SDLC, SAN
Education
Queens College 1979 — 1981
BA, Computer Science
Brooklyn Technical High School
Brooklyn Technical High School
Various Educational Institutions December 2010 - Present
Great American Opportunities June 2004 - December 2010
QSP Reader's Digest June 2003 - June 2004
Compucom, fka Entex Information Services April 1993 - June 2000
Entex 1993 - 2000
Manufacturers Hanover Trust 1990 - 1992
Skills
Microsoft Office, Marketing Communications, Email Marketing, Market Analysis, Online Marketing, Product Development, Procurement, Product Marketing, Product Design, Inside Sales, SAP, Sales Support, Customer Relations, Customer Retention, Consumer Behavior, Copywriting, Copy Editing, eCommunications, B2B eCommerce, E-commerce, Online Advertising
Education
Rider University 1988 — 1992
BSBA, Marketing
Citi June 2010 - Present
Citigroup April 1996 - June 2010
Chemical Bank 1990 - 1996
Manufacturers Hanover Trust 1982 - 1990
Education
Pace University 1984 — 1990
BS, Computer Science
IntegriDATA Business & Technology Solutions, LLC September 2005 - Present
Citigroup April 2000 - September 2005
Keane 1987 - 2000
Citibank 1985 - 1987
EF Hutton 1983 - 1985
Manufacturers Hanover Trust 1981 - 1983
mht 1981 - 1983
Education
Saint Michael's College 1977 — 1981
Monsignor Farrell High School 1973 — 1977
Diploma
St Margaret Mary 1965 — 1973
Harvest Fund Advisors LLC 2004 - Present
Glenmoor Partners March 1996 - May 2004
Buckeye Partners 1996 - 2004
Salomon Brothers 1993 - 1996
Drexel Burnham Lambert 1985 - 1989
Manufacturers Hanover Trust 1983 - 1985
Skills
Investments, Portfolio Management, Capital Markets, Mutual Funds, Due Diligence, Hedge Funds, Equities, Valuation, Private Equity, Asset Allocation, Finance, Corporate Development, Corporate Finance, Derivatives, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Syracuse University 1979 — 1983
BS, Finance/Marketing
The Haverford School 1975 — 1979
HS
Mediacom Communications August 2012 - Present
Mediacom Communications April 2009 - August 2012
Mediacom Communications July 2005 - April 2009
ATK June 2004 - July 2005
ST. BONAVENTURE UNIVERSITY January 2003 - March 2004
Adelphia Communications Corp November 1999 - October 2002
CIGNA December 1988 - November 1999
Vertex Search March 1987 - December 1988
Price Waterhouse September 1985 - March 1987
Manufacturers Hanover Trust September 1976 - October 1985
Skills
Training, Management, Employee Relations, Leadership, Recruiting, Team Building, Human Resources, Telecommunications, Succession Planning, College Recruiting
Education
The New School 1985 — 1987
MA, Human Resources
Rutgers University-New Brunswick
BA, Psychology
TINAC Development January 2012 - Present
NYFIX, Inc. December 1999 - June 2009
Shark Information Services Corp - Data Broadcasting Corp September 1987 - August 1997
Shark Information Services Corp 1986 - 1997
Manufacturers Hanover Trust January 1986 - August 1987
Value Line February 1982 - January 1986
Skills
Market Data, Electronic Trading, Trading Systems, Equities, Financial Markets, Management, Exchange Connectivity, Systems Analysis, System Architecture, C++ Language, Java, Network Engineering, Unix, Low Latency
Education
University of Oxford 1976 — 1979
Burke & Burke Insurance marketing Inc 1989 - Present
B & O Interests June 1981 - June 1989
Merrill Lynch January 1980 - June 1981
Bank Of Commerce October 1977 - January 1980
Commercial National Bank September 1975 - September 1977
Manufacturers Hanover Trust September 1971 - September 1975
Skills
Insurance, Health Insurance, Employee Benefits, Disability Insurance
Education
Regis University 1966 — 1970
BS, Business Administration
Portsmouth Priory
God's Love We Deliver September 2013 - Present
The NPD Group 2006 - October 2011
The Royal Bank of Scotland 2004 - 2006
SG Cowen & Company 1998 - 2004
Robert Fleming Inc. 1994 - 1997
ASCAP 1982 - 1993
Allusisse of America Inc 1981 - 1982
Manufacturers Hanover Trust 1978 - 1981
Skills
Succession Planning, Employee Relations, Talent Management, Change Management, Mergers, Mergers & Acquisitions, Strategy, Management, Talent Acquisition, Employee Engagement, Personnel Management, Performance Management, Recruiting, Analytics, Deferred Compensation, Human Resources, Organizational Design
Education
Teachers College of Columbia University 1973 — 1976
ABD, Curriculum Design;organizational change
University of Connecticut 1968 — 1972
BA, education;Spanish
School of Visual Arts
Portrait painting and drawing
Independent IT Project Management Professional January 2010 - Present
The Theodore Gordon Flyfishers, Inc January 2003 - January 2010
MiraLink Corporation January 2003 - August 2003
Chase Home Finance November 1998 - December 2002
JPMorgan Chase September 1996 - November 1998
JPMorgan Chase June 1995 - September 1996
Chemical Bank June 1992 - April 1995
Manufacturers Hanover Trust June 1991 - January 1992
Manufacturers Hanover Trust January 1990 - June 1991
Software House, Inc. March 1988 - March 1990
Skills
Disaster Recovery, Vendor Management, Integration, Security, Program Management, Troubleshooting, Networking, Project Management, Network Administration, Management, Leadership, Information Technology, Project Planning, Strategy, Analysis, Training, Testing, Hardware, Computer Security, Routers
Education
Rider University 1980 — 1983
Assoc., Liberal Arts
The College of New Jersey 1978 — 1980
Prudential Douglas Elliman Jewelry DesignerBetsy Colby DesignsSeptember 2010 - Present
JPMorgan Chase 1998 - 2001
Morgan Stanley June 1984 - December 1998
Manufacturers Hanover Trust 1981 - 1984
Education
Skidmore College 1977 — 1981
BS, Art, Business
Garden City, NY High School 1974 — 1977
High School
CapVal-American Business Appraisers, LLC January 2005 - Present
Hughes Pittman & Gupton April 2003 - December 2004
Dayman, Lurie, & Goldsbury, PC,, Certified Public Accountants April 1993 - April 2003
Bank of Vermont (Bank of Boston Subsidiary) December 1990 - April 1993
Den norske Bank October 1987 - November 1990
Sony Corporation of America 1983 - 1987
Revlon 1979 - 1983
Manufacturers Hanover Trust 1973 - 1979
United States Air Force September 1968 - July 1973
Skills
Business Valuation, Forensic Accounting, Mergers, Valuation, Leadership, Mergers & Acquisitions, Due Diligence, Accounting, Management, Litigation Support, Finance, Financial Analysis, Executive Management, Restructuring, Private Equity, Venture Capital
Education
The University of North Dakota 1970 — 1972
M.S., Industrial Management
Michigan State University 1965 — 1968
Bachelor's degree, Psychology
ViewFinder Photography January 2010 - Present
"Self Employed" January 2014 - Present
Precision Healthcare Consultants March 2008 - Present
Herbert G Birch Services February 1995 - October 2006
Manufacturers Hanover Trust January 1980 - May 1985
Skills
Photography, Portrait Photography, Photoshop, Wedding Photography, Portraits, Lightroom, Event Planning, Travel Photography, Microsoft Word, Microsoft Excel, Weddings, Digital Photography, Microsoft Office, Event Management, Event Photography, Adobe Creative Suite, Graphic Design
Education
Long Island University 2005 — 2005
Certificate - Medical Billing and Coding, Medical Billing and Coding
Tufts University 1979 — 1980
Economics
Benjamin N Cardozo HS 1976 — 1979
MDM Management Group, LLC January 2000 - Present
Carter Machinery Company, Inc. 1985 - 2000
Manufacturers Hanover Trust September 1982 - December 1984
Skills
Contract Negotiation, Renovation, New Business Development, Residential Homes, Construction, Construction Management
Education
Roanoke College 1978 — 1982
BBA, Business Finance, Economics
TimeGen LLC November 2005 - Present
AuthentiDate, Inc. 2001 - 2005
Rx REMEDY 2000 - 2001
ORACLE CORPORATION 1998 - 2000
MBIA 1995 - 1998
Merrill Lynch 1995 - 1995
United Nations 1995 - 1995
TIAA CREF 1994 - 1995
MCI International 1989 - 1994
Manufacturers Hanover Trust April 1981 - May 1987
Skills
Start-ups, Business Development, Project Management, Process Improvement, Enterprise Software, Leadership, Team Building, Product Management, Entrepreneurship, Business Strategy, Business Analysis, Strategy, Business Process..., Program Management, Management, Consulting, Security, Professional Services, Data Center, Software Development, Business Intelligence, Integration, IT Strategy, Data Warehousing
Education
University at Albany, SUNY 1976 — 1980
BS, Mathematics and Computer Science
Citi Personal Wealth Management November 2010 - Present
Citi February 2010 - December 2010
Northstar Systems International 2006 - August 2010
Christine Shostack, Inc. 2005 - 2006
SunGard Information Technology & Services 2001 - 2003
JPMorgan Chase 1996 - 2001
Chemical Bank 1992 - 1996
Manufacturers Hanover Trust 1984 - 1996
Merrill Lynch 1983 - 1984
Digital Effects/Digital Visions 1980 - 1983
Education
Syracuse University
MLS, Information Studies
University of Rochester
BA, Sociology
Liquid Alternative Investments Company, LLC December 2013 - Present
SFC Associates January 2010 - 2014
Ezra Zask Advisors, LLC January 1998 - January 2010
Azimuth Trust 2006 - 2007
Ibbotson Associates April 2003 - July 2006
Advisor Software 2001 - 2001
Ezra Zask Associates, LLC March 1991 - June 1998
Manufacturers Hanover Trust 1990 - 1998
BNY Mellon 1988 - 1991
Skills
Expert Witness, Due Diligence, Hedge Funds, FX, Derivatives, Trading, Options, Swaps, Structured Products, Fixed Income, Equities, Commodities, Money Market, Hedging, Private Equity, Alternative Investments, Capital Markets, Fund Of Funds, Currency, Valuation, Investment Banking, Securities, Bonds, Financial Markets, Interest Rate..., Rates, Mergers, Equity Derivatives, Asset Management, Prime Brokerage, Forwards, Credit Derivatives, Proprietary Trading, Market Risk, FX Options, Portfolio Management, ISDA, FX trading, Litigation Support, Corporate Finance, Global Macro, Investments, Risk Management, Banking, MBS, Bloomberg, Quantitative Analysis, Financial Modeling, Economics, Emerging Markets
Education
Columbia University 1973 — 1975
MA, Political Science, Economics
Princeton University 1968 — 1972
B.A., Economics
Pierre Landscape September 1990 - Present
Manufacturers Hanover Trust 1983 - 1987
Skills
Landscape Design, Landscaping, Construction Management, Construction, Sustainability, Submittals, Management, Green Building, Contractors, Renovation, LEED, Comprehensive Planning, LEED AP, Sustainable Design, Residential Homes
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Entrepreneurship
University of California, Berkeley 1978 — 1982
BA, Economics
Cardworks Servicing July 2015 - Present
Flush Metal Partition Corp July 1992 - April 2015
Manufacturers Hanover Trust April 1989 - May 1992
Skills
Customer Service, Microsoft Excel, Microsoft Office, Project Management, Project Planning, Budgets, Construction, Process Scheduler, Training, Management, Strategic Planning, Negotiation, Sales
Education
Pratt Institute 1995 — 1995
Auto-Cad
Queens College 1987 — 1990
Computer
Automotive / John Jay HS 1982 — 1985
Automotive
connect2collaborate (division of Your Best Interest LLC) May 2010 - Present
Your Best Interest LLC and e-giving September 2001 - Present
University of Phoenix August 2006 - February 2011
ACNielsen October 1996 - September 2001
Cadbury Schweppes April 1992 - October 1996
Pirelli Armstrong Tire Company September 1985 - April 1992
Uniroyal Inc. March 1984 - September 1985
Manufacturers Hanover Trust May 1979 - March 1984
Skills
Social Networking, Leadership, Strategic Partnerships, Training, Social Media, Public Speaking, Coaching, Branding, webinars, Remote training, Nonprofits, E-commerce, Social Media Marketing, Education, New Business Development, Networking, Business Development, LinkedIn training, Executive Coaching, Organizational..., Customer Service, Project Management, Business Networking, Change Management, LinkedIn, Blogging, Internal Communications, Donations, Cash Management, Customer Retention, Selling Skills, Cash Flow, LinkedIn sales training, Innovation, Merchant Services, Adult Education, Customer Relations, Client service and..., Online Branding, Electronic Payments, Remote education, Client Retention, HR Skills Using LinkedIn, Brand Positioning...
Education
The George Washington University - School of Business 1977 — 1979
MBA, international business
University of Virginia 1973 — 1977
BA, international relations
The Hebrew University 1975 — 1976
Jerusalem, Israel; Junior Year Abroad
Douglas S. Freeman High School 1969 — 1973
diploma, Richmond, Virginia
GE Capital Markets, Inc. November 2004 - Present
Societe Generale 1997 - 2004
UBS Securities 1991 - 1997
Citibank, N.A. 1981 - 1991
Manufacturers Hanover Trust September 1977 - May 1981
Skills
Syndications, Private Placements, Banking, Credit, Loans, Energy, Capital Structure, Renewable Energy, Project Finance, Capital Markets, Corporate Finance, Leveraged Finance, Asset Based Lending, Business Strategy, Divestitures, Executive Management, Financial Advisory, Financial Institutions, Financial Structuring, IPO, Investment Management, Joint Ventures, Leadership, Management, Structured Finance, Trading, Wind
Education
UCLA Anderson School of Management 1984 — 1986
MBA, Management
St. Lawrence University 1973 — 1977
BA, Economics
Nationwide Bank June 2007 - Present
Harbor Pointe HOA 2009 - Present
JP Morgan Chase May 2000 - November 2006
Chase Manhattan Bank June 1996 - March 1999
Manufacturers Hanover Trust 1986 - 1990
Skills
Banking, Internet Banking, Team Building, Mobile Banking, Product Management, E-commerce, Program Management, Mobile Payments, Internet Strategy, Strategic Planning, Cross-functional Team..., Leadership, Vendor Management, Management, Strategy, Financial Services, Sales, Business Analysis, Process Improvement, Project Management, Risk Management
Education
State University of New York at Buffalo 1981 — 1986
Bachelor of Arts
Chaminade High School 1977 — 1981
Health Connect South April 2014 - Present
VoiceQuilt January 2006 - December 2013
Sun Microsystems 1991 - 2005
DRI/McGraw-Hill Standard & Poor's 1986 - 1991
Manufacturers Hanover Trust 1984 - 1986
Schlumberger 1978 - 1981
Skills
Entrepreneurship, Financial Modeling, Business Development, Customer Satisfaction, Teamwork, Operations, Continuous Improvement, Problem Solving, Revenue Forecasting, Account Management, Start-ups, Cloud Computing, Operations Management, Enterprise Software, Strategy, Business Strategy, Process Improvement, Professional Services, Business Process, Forecasting, Analysis, Networking, Venture Capital, Sales Operations
Education
Washington and Lee University
Bachelor of Science (BS)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
Primerica, Inc. November 1999 - Present
The Powered Mind June 2009 - Present
Bergen Catholic High School August 2007 - Present
Federal Reserve Bank Of New York September 1990 - November 1999
Mellon Investor Services 1988 - 1990
Manufacturers Hanover Trust August 1986 - August 1989
Skills
Series 6, Series 63, Series 26, Recruiting, Coaching, Leadership, Personal Development, Training, Public Speaking, Team Building, Leadership Development, Entrepreneurship, Motivational Speaking, Business Strategy, Asset Allocation, Business Development, Series 65
Education
University of Delaware 1983 — 1986
B.S. Economics, Economics
Wagner College 1982 — 1983
Credit Suisse June 2001 - Present
Goldman, Sachs & Co June 1993 - June 2001
Manufacturers Hanover Trust November 1989 - July 1991
Credit Lyonnais October 1988 - November 1989
The Chase Manhattan Bank March 1988 - November 1988
Skills
Fluent Spanish (native..., Proficient Portuguese, Fixed Income, Private Equity, Emerging Markets, Investment Banking, Capital Markets, Investments, Equities, Asset Managment, Valuation, Corporate Finance, Portfolio Management, Hedge Funds, Private Banking, Credit Analysis, Financial Structuring, Securities, Venture Capital, Investment Advisory, Bloomberg, Financial Advisory, Trading, Wealth Management..., Banking, Financial Markets, Hedging, Asset Management, Structured Finance, Structured Products, Wealth Management, Finance, Bonds, Credit, Alternative Investments, Spanish, Derivatives, Risk Management, FX Options, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1985 — 1989
BSc, Business Administration
Colegio San Juan El Precursor 1973 — 1984
Bachiller Nacional, High School/Secondary Diplomas and Certificates
Wall Street Systems June 1992 - Present
Wall Street Systems Inc. June 1992 - August 2010
Manufacturers Hanover Trust 1988 - 1991
Skills
FX Options, Treasury Management, Payments, Trading Systems, SWIFT payments, Back Office, Business Analysis, Settlement, Fixed Income, Market Data, Financial Services, Derivatives, Financial Markets, Middle Office, Risk Management, Trading, Capital Markets, Financial Risk, Electronic Trading, Options, Cash Management, Investment Banking, SWIFT Payments
Education
Scared Heart Convent, Sidhpur, Distt. Dharamsala, HP, India 1970 — 1977
ICSE
University of London
Bachelor of Computer Science, Major
The Commercial Finance Group July 2013 - Present
Porter Capital March 2008 - July 2013
Dimmitt & Owens Financial 1997 - 2004
Initial Funding Corporation 1988 - 1997
Manufacturers Hanover Trust 1979 - 1988
Skills
Factoring, Credit, Asset Based Lending, Small Business, Portfolio Management, Banking, Loans, Accounts Receivable, Underwriting, Small Business Lending, Funding, Credit Risk, Negotiation, Commercial Finance, Start-ups, Lines Of Credit, Working Capital..., Risk Management, Commercial Lending, Commercial Banking, Risk, Cash Flow Lending, Asset Finance, Trade Finance, Financial Risk, Structured Finance, Cash Flow, Mortgage Lending, Finance, ABS, Credit Analysis, Restructuring, Financial Services, Corporate Finance, Financial Analysis, Executive Management, Credit Cards, Cash Management, Commercial Mortgages, Due Diligence, Mergers & Acquisitions, Loan Origination, Financial Structuring, Middle Market, Investments, Relationship Management, Capital Markets, SBA, Asset Management, Financial Modeling
Education
Pace University - Lubin School of Business 1981 — 1984
John Ares Photographic 2008 - Present
American Society of Media Photographers 2010 - 2013
Morgan Stanley 1998 - 2008
The Constell Group 1995 - 2002
Johnson & Johnson Health Care Systems Inc. July 1989 - September 1995
Bell Laboratories March 1988 - July 1989
Manufacturers Hanover Trust November 1983 - January 1988
Atlantis II 1984 - 1986
Skills
Blogging, Video, New Business Development, Technical Writing, Training, Photography, IT Strategy, Marketing, Public Speaking, Publishing, Analytics, Business Analysis, Project Management, SDLC, PMO, Program Management, Management, Software Documentation, Entrepreneurship, Sales, Leadership, Analysis, Strategy, Social Networking
Education
Seton Hall University
Bachelor of Science (BS), Zoology/Animal Biology
University of Rhode Island
Master of Science (MS), Marine Food Science / Toxicology
Monhegan Partners, LLC 2010 - Present
Red Diamond Capital, Inc. 2002 - 2010
Weiss Peck & Greer Investments 1987 - 2002
Manufacturers Hanover Trust 1982 - 1985
Skills
Private Equity, Valuation, Mergers, Venture Capital, Due Diligence, Investments, Investment Banking, Corporate Finance, Capital Markets, Hedge Funds, Financial Modeling, Equities, Alternative Investments, LBO, Private Placements, Corporate Development, Portfolio Management, Asset Managment, Restructuring, Business Strategy, Mergers & Acquisitions, Structured Finance, M&A experience, Divestitures
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA
Trinity College-Hartford 1977 — 1981
BA
Take Shape For Life June 2014 - Present
Select Medical February 2013 - Present
The Opportunity Pre School 2010 - 2012
St Catherine's of Sienna Nursing Home 2001 - 2004
Manufacturers Hanover Trust 1976 - 1978
Skills
Rehabilitation, Healthcare, Home Care, Pediatrics, Treatment, Autism Spectrum..., Sensory Integration, Developmental..., Health Coach
Education
Suffolk County Community College
AAS, Occupational Therapy Assistant
Nationwide Financial 1992 - Present
mony 1979 - 1992
Manufacturers Hanover Trust 1978 - 1978
Skills
Series 63, Retirement Planning, Mutual Funds, Series 6, Variable Annuities, Investments, Retirement, Fixed Annuities, Securities, Financial Services, Asset Allocation, 401k, Insurance, Portfolio Management, IRAs, Strategic Financial..., Investment Strategies, Alternative Investments, FINRA, Fixed Income, Relationship Management, Bonds, Equities, Long-term Care, Retirement Plan..., Life & Health Insurance..., Pensions, Estate Planning, Financial Analysis, Defined Benefit, Qualified Retirement..., Asset Managment
Education
Queens College 1974 — 1978
ba, mathmatics
U.S. Bank N.A. August 2011 - Present
New York Life Capital Partners February 2006 - 2010
New York Life Investment Management January 2001 - February 2006
New York Life Insurance Company January 1996 - December 2000
Everen Securities (fka Kemper Securities) January 1992 - December 1995
Manufacturers Hanover Trust January 1984 - December 1991
Skills
Asset Allocation, Risk Management, Credit, Strategic Planning, Management, Regulations, Investments, Asset Managment, Fixed Income, Portfolio Management, Capital Markets, Alternative Investments, Investment Banking, Investment Management, Asset Management, Credit Analysis, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
The Johns Hopkins University 1979 — 1983
BA, Economics
Hewlett-Packard April 2006 - Present
Hewlett-Packard November 2006 - April 2012
Intel June 2000 - November 2006
Intel May 1997 - June 2000
PaineWebber March 1996 - February 1997
Barclays de Zoette Wedd 1991 - 1996
Manufacturers Hanover Trust December 1986 - January 1991
Drexel Burnham Lambert May 1985 - December 1986
Shearson Lehman Bros. May 1985 - February 1986
Future Information Systems April 1984 - May 1985
Skills
Disaster Recovery, Pre-sales, Professional Services, Product Management, Service Delivery, Enterprise Software, Operating Systems, Security, Engineering, ITIL Service Strategy
Education
Pace University - Lubin School of Business 1980 — 1984
BBA, MIS
Savant Investment Group, LLC 2013 - Present
6th Street Playhouse July 2010 - Present
Savant Investment Group, LLC 2010 - Present
Sonoma Country Day School 2004 - 2013
Atlantic Asset Management 2002 - 2010
mPower 1998 - 2001
Ibbotson Associates 1992 - 1998
Texas A&M University 1983 - 1992
Manufacturers Hanover Trust 1986 - 1987
Skills
Asset Allocation, Investment Strategies, Asset Managment, Alternative Investments, Portfolio Management, Hedge Funds, Investments, Investment Management, Equities, Investment Advisory, Fixed Income, Wealth Management
Education
Purdue University - Krannert School of Management 1979 — 1983
Ph.D., Finance
Purdue University 1975 — 1979
BS, Math
Northeast Planning Corporation November 2010 - Present
DealersEdge May 1985 - November 2009
Manufacturers Hanover Trust 1981 - 1985
Skills
Microsoft Office, Customer Service, Word, Administration, Outlook, Social Media, Insurance, Marketing
Education
The King's College 1973 — 1977
BS, Business Administration
St. John's University
Master's credits
Broadridge Financial Solutions June 2000 - Present
Broadridge Financial Solutions, Inc. formerly ICI/ADP Brokerage Services January 2007 - July 2013
Bank of Americca March 1996 - January 1999
U. S. Trust Company April 1985 - January 1994
Resolution Trust Corporation 1993 - 1994
US Trust 1984 - 1993
Manufacturers Hanover Trust 1973 - 1984
Skills
Business Analysis, Leadership, Data Center, Fixed Income, Financial Services, SDLC, Equities, Capital Markets, Securities, Risk Management, Derivatives, Requirements Gathering, Investment Banking, Banking, Business Requirements, Requirements Analysis, Portfolio Management, PMO, Vendor Management, Software Project...
Education
B.A.I School at University of Wisconsin 1976 — 1979
High Honors Graduate, Controllership
Temple University - Fox School of Business and Management 1968 — 1972
MBA, Finance - Cost Accounitng
New York University - Leonard N. Stern School of Business 1963 — 1966
B.S, Finance
Corporate Technologies April 2014 - Present
Paradigm Software Technologies September 2010 - April 2014
School Specialty, Inc. March 2010 - June 2010
Applimation (acquired by Informatica in 2009) April 2006 - August 2009
MCI 2002 - 2005
Transamerica Leasing 1991 - 1996
Manufacturers Hanover Trust 1985 - 1987
Skills
Business Analysis, Visio, Requirements Analysis, Software Documentation, Microsoft SQL Server, SQL, Oracle, ETL, Integration, Data Warehousing, PL/SQL, Cloud Computing, Databases, Business Intelligence, Data Modeling, Database Design, Enterprise Architecture, SDLC
Education
State University of New York College at Brockport 1971 — 1975
Bachelor of Arts (B.A.), Economics; Computer Science; Minor in Math
Manufacturers Hanover Trust 1981 - 1990
Skills
Accounting, Account Reconciliation, Auditing, Financial Analysis, Financial Accounting, Internal Controls, General Ledger, Internal Audit, Sarbanes-Oxley Act, QuickBooks, Financial Reporting, Tax Preparation, Accounts Payable, Cash Management, Banking, Consolidation, Budgets, Management, Risk Management, Business Analysis, Financial Modeling, Process Improvement
Education
Queens College 1973 — 1978
Bachelor’s Degree, Accounting and Finance
UT Southwestern Medical Center August 2009 - Present
UT Southwestern Medical Center February 2003 - August 2009
American Airlines 2000 - 2002
American Airlines 1998 - 2000
American Airlines 1993 - 1998
Manufacturers Hanover Trust 1989 - 1991
Skills
Analytics, Customer Service, Business Development, EHR, Finance, Healthcare, Healthcare Consulting, Healthcare Information..., Healthcare Management, Hospitals, Leadership, Managed Care, Management, Medicaid, Medicare, Pricing, Strategy, Revenue Cycle, Process Improvement, Strategic Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 1991 — 1993
Masters of Business Administration
The University of Glasgow 1986 — 1989
BAcc, Business
Atlantic Health System 1987 - Present
Manufacturers Hanover Trust 1981 - 1987
Skills
Internal Communications, Organizational..., Human Resources, Executive Coaching, Performance Management, Strategic Planning, Talent Management, Employee Relations, Team Building, Leadership Development, Employee Benefits, Employee Engagement
Education
Pace University - Lubin School of Business 1981 — 1987
MBA, Management Information Systems
Saint Bonaventure University 1978 — 1981
St. Joseph Hill Academy 1973 — 1977
HS
Wells Fargo 2011 - 2013
Wells Fargo 2000 - 2011
Norwest Bank NA 1995 - 2000
Chase Manhattan Bank NA 1985 - 1994
Manufacturers Hanover Trust 1981 - 1985
The Travelers Insurance Company 1980 - 1981
Skills
Treasury Management, Portfolio Management, Banking, Wealth Management, Financial Analysis, Project Management, Cash Management, Business Development, Mergers & Acquisitions, Risk Management, Management
Education
Sweet Briar College 1975 — 1979
BA, Bachelor of Arts Degree, English Literature
Bank of America March 2011 - Present
Bank of America 2007 - 2011
Bank of America 2004 - 2007
Fleet Boston Financial 1996 - 2004
National Westminster Bank 1988 - 1996
Manufacturers Hanover Trust 1982 - 1988
Marine Midland Bank 1980 - 1982
Skills
Treasury Services, Lockbox, Transaction Banking, Cash Management, P&L Management, Product Management, Treasury Management, Financial Services, Banking, Team Leadership, Treasury, Retail Banking, Management, Executive Management, Internet Banking, Financial Transactions, Commercial Banking, Vendor Management, Operational Risk, Payment Systems, Credit Cards, Mergers & Acquisitions, Payments, Portfolio Management, Risk Management, Small Business Lending, Credit, Relationship Management, Loans, Credit Analysis, Electronic Payments, Financial Risk, Commercial Lending, ACH, Financial Institutions, Credit Risk
Education
City University of New York-Queens College 1976 — 1980
Bachelor of Arts, Drama and Theatre
Convent General, KYCH September 2013 - Present
JPMorgan Chase June 2001 - November 2007
Chase Manhattan Bank June 1996 - May 2001
Chemical Bank June 1991 - May 1996
Manufacturers Hanover Trust September 1980 - May 1991
Scottish Office Computer Service March 1973 - April 1980
Skills
SDLC, Vendor Management, Business Analysis, Disaster Recovery, IT Strategy, Risk Management, Requirements Analysis, Project Management, Enterprise Architecture, Program Management, Business Continuity, Software Project..., Visio, Analysis, ITIL, Process Improvement, Databases, IT Management, Integration, PMP, Software Development, Data Warehousing, Governance, MS Project, Business Process..., PMO, Cloud Computing, Software Documentation, Business Intelligence, Service Delivery, Business Process, Security, Project Portfolio..., Testing, Access, Information Technology, SQL, Systems Analysis, Oracle, Project Delivery, Quality Assurance
Education
Glasgow University 1970 — 1972
No Degree, Mathematics, Physics
HB LLC January 2012 - Present
Greenwich Stamford Appraisals January 2003 - January 2006
National Australia Bank December 1999 - January 2002
ABN AMRO Bank N.V. November 1998 - December 1999
UBS Investment Bank February 1992 - November 1998
Manufacturers Hanover Trust September 1989 - November 1991
Skills
Credit, Loans, Capital Markets, Portfolio Management, LBO, Hedge Funds, Valuation, Derivatives, Corporate Finance, Financial Modeling, Alternative Investments, Bloomberg, Banking, Financial Markets, Bonds, Commercial Banking, Credit Analysis, Financial Structuring, Economics, Strategy, Structured Finance, Mergers, Financial Services, Fixed Income, Finance, Investment Banking, Syndications, Risk Management, Investments, Strategic Financial...
Education
Saint Lawrence University 1985 — 1989
BA Cum Laude, Business/Managerial Economics
Groton School 1980 — 1985
Bachelor's degree, History
IBM August 2011 - Present
National Grid December 2001 - August 2011
Morgan Stanley Dean Witter December 1999 - November 2001
CCSI Professional Services July 1997 - November 1999
Brooklyn Union Gas July 1987 - May 1997
New York Life Insurance Company July 1985 - July 1987
New York University - College Of Business And Publib Administration August 1984 - February 1985
Manufacturers Hanover Trust February 1982 - June 1984
Skills
Smart Grid, Power Systems, Electrical Engineering, SCADA, Agile Methodologies, Requirements Analysis, Electric Power, SQL, Integration, Oracle, Software Development, SOA, Enterprise Architecture, Engineering, SDLC, Process Improvement, Project Planning, Mainframe, Project Management, Vendor Management, Programming, Business Analysis, Program Management, Change Management, Visio, IBM Mainframe, Business Process...
Education
St. John's University 1987 — 1990
Master of Business Administration (MBA), Management Information Systems, General
New York University - Leonard N. Stern School of Business 1981 — 1985
Bachelor of Science (BS), Computer Applications And Information Systems
BNY Mellon May 2013 - Present
Pershing January 1990 - April 2013
Smith Barney January 1987 - December 1989
Manufacturers Hanover Trust May 1984 - December 1986
Education
State University of New York at New Paltz 1981 — 1984
BA, Computer Science
State University of New York College at Buffalo 1980 — 1981
Engineering
Signoseis vineyards January 2007 - Present
Charleston Battery October 1999 - September 2007
Charleston Battery Soccer - United Soccer League 1999 - 2007
Blackbaud April 1989 - October 1999
Manufacturers Hanover Trust June 1981 - March 1989
Skills
Real Estate, 1031 Exchanges, Asset Managment, Contract Negotiation, Selling, Negotiation, New Business Development, Marketing Strategy, Mergers, Business Development, Strategic Planning, Business Strategy, Sales Management, Sales, Entrepreneurship, Customer Service, Team Building, Asset Management, Mergers & Acquisitions, Investments, Strategic Partnerships, Management Consulting, Small Business
Education
University of Bristol 1975 — 1978
Bachelor of Science (BSc)
St. Bartholomews, Newbury 1967 — 1974
Unisys September 2009 - Present
Unisys April 2008 - Present
Unisys September 2004 - April 2008
Unisys September 2002 - August 2004
Unisys September 2001 - August 2002
PwC August 1996 - September 2001
Credit Lyonnais August 1993 - August 1994
Manufacturers Hanover Trust June 1990 - August 1993
Bankers Trust February 1990 - May 1990
Chevy Chase Bank May 1989 - December 1989
Skills
Investor Relations, Financial Analysis, Financial Reporting, Financial Management, Analysis, Managerial Finance, Sarbanes-Oxley Act, Financial Modeling, Auditing, Finance, Internal Controls, Forecasting, Mergers & Acquisitions, Due Diligence, Revenue Recognition, Corporate Finance, Acquisition Integration, SEC filings, US GAAP, Business Process..., Executive Management, Internal Audit, Consolidation, Strategic Financial...
Education
The University of Texas at Austin 1994 — 1996
Master of Business Administration (M.B.A.)
William & Mary 1985 — 1989
BA, Economics & Government
SunTrust Robinson Humphrey January 2013 - Present
UBS Investment Bank August 2011 - December 2012
RBC Capital Markets 2004 - August 2011
Bear Stearns 2000 - 2004
Merrill Lynch & Co 1993 - 2000
Davis Polk & Wardwell 1990 - 1993
Manufacturers Hanover Trust 1983 - 1986
Education
The University of Chicago - Booth School of Business 1986 — 1990
MBA
University of Chicago Law School 1986 — 1990
JD
Princeton University 1979 — 1983
AB, History
Public Service Enterprise Group April 2014 - Present
Public Service Enterprise Group September 2013 - Present
JPMorgan Chase 2006 - 2013
JPMorgan Chase 2001 - July 2006
JPMorgan Chase 1998 - 2001
JPMorgan Chase 1993 - 1998
JPMorgan Chase 1989 - 1993
Manufacturers Hanover Trust 1983 - 1985
Skills
Strategy, Succession Planning, Strategic Planning, Performance Management, Process Improvement, Relationship Management, Talent Management, Organizational..., Corporate Trust, Leadership Development, Financial Modeling, Project Management, Diversity & Inclusion, Change Management, Financial Analysis, Employee Engagement
Education
State University of New York at Albany
Bachelor of Arts (B.A.)
North London Polytechnic Institute
Merrill Lynch 2010 - Present
Merrill Lynch 2009 - 2010
ETS October 2004 - July 2009
RACS Associates 2001 - 2004
Merrill Lynch 1991 - 2001
Blue Cross Blue Shield of New Jersey 1989 - 1991
Merrill Lynch 1987 - 1989
Manufacturers Hanover Trust 1981 - 1984
Skills
Business Requirements, IT Strategy, SDLC, PMO, Vendor Management, Enterprise Architecture, Fixed Income, Software Project..., Business Analysis, Data Warehousing, Requirements Analysis, Requirements Gathering, Visio, PMP, Oracle, Project Portfolio..., Business Intelligence, Software Development, Solution Architecture, Process Improvement
Education
LHS 1972 — 1976
Rider University
BA, Business Admin/Computer Science
DVB Capital Markets and Corporate Finance April 2015 - Present
Pareto Securities Inc. November 2011 - March 2015
Jefferies Finance LLC May 2007 - August 2011
Fortis Capital Corp. August 2000 - April 2007
BancBoston Robertson Stephens 1998 - 2000
ING Capital 1992 - 1998
Manufacturers Hanover Trust 1986 - 1992
Skills
Leveraged Finance, Energy Leveraged Finance, Shipping Leveraged..., Financing Upstream,..., Capital Markets
Education
The University of Texas at Austin - The Red McCombs School of Business 1984 — 1986
MBA, Finance
University of Utah 1979 — 1982
BS, Business
The Dime Savings Bank July 2015 - Present
Sterling National Bank March 2014 - July 2015
Capital One Bank January 2008 - March 2014
Sovereign Bank January 2002 - December 2007
Dime Savings 1999 - 2001
Citibank January 1994 - September 1999
Manufacturers Hanover Trust November 1978 - January 1993
Skills
Loans, Banking, Portfolio Management, Commercial Banking, Credit, Commercial Lending, Risk Management, Credit Risk, Financial Services, Credit Analysis, Financial Analysis, Finance, Capital Markets, Retail Banking
Education
St. John's University, The Peter J. Tobin College of Business
MBA
American Stock Transfer & Trust Co LLC March 2010 - Present
Laurel Hill Advisory Group 2008 - 2010
Georgeson Shareholder September 1997 - December 2008
Computershare 2004 - 2007
DF King September 1990 - September 1997
Manufacturers Hanover Trust June 1987 - September 1990
Morrow & Co November 1981 - June 1987
Skills
Corporate Governance, Sales, Investor Relations, Strategic Planning, Risk Management, Equities, Leadership, Banking, New Business Development, Financial Services, Mutual Funds, Relationship Management, Securities, Strategy, Vendor Management, Due Diligence, Capital Markets, Mergers & Acquisitions, Selling, Account Management, Marketing Strategy, Call Center, Management, Corporate Actions, Hedge Funds, Investments, Business Development, Mergers, Business Analysis, Corporate Finance, Corporate Communications
Education
Rider University 1976 — 1981
Carver Federal Savings Bank January 2008 - March 2009
JPMorgan Chase January 2003 - September 2006
JP Morgan Chase Bank January 1996 - December 2002
Chemical Bank April 1992 - January 1996
Manufacturers Hanover Trust September 1974 - April 1992
Skills
ACH
Education
Queensborough Community College 1973 — 1974
Department of Defense November 2008 - Present
Cirdan Group August 2008 - November 2008
Blaine Mischel April 2008 - July 2008
Applied Information Sciences, Inc. August 2006 - April 2008
Compuware Corp September 1998 - August 2006
PHH January 1996 - August 1998
Compuware June 1994 - January 1996
Moore Corporation June 1989 - June 1994
Marine Midland Bank, NA (HSBC) May 1981 - June 1989
Manufacturers Hanover Trust February 1977 - May 1981
Skills
SharePoint, Program Management, Enterprise Architecture, Business Analysis, Requirements Analysis, Software Development, Leadership, Software Documentation, Requirements Gathering
Education
State University of New York at Buffalo - School of Management 1984 — 1987
MBA, Business Administration / IT
University at Buffalo 1971 — 1975
BA, Political Science
Weeks Marine 2010 - 2012
Minardi Consulting Group 1997 - 2010
Par Pharmaceutical November 2008 - January 2009
Waterworks, Inc. 2006 - 2007
Waterworks 2006 - 2007
Merck 2002 - 2003
JDEdwards Secaucus/Rutherford 1993 - 1999
Lenox Collections 1990 - 1991
Spectrum Systems Inc 1984 - 1986
Manufacturers Hanover Trust 1983 - 1984
Skills
Business Intelligence, Financials, IBM iSeries, ERP, EDI, Integration, JD Edwards, SQL, JDE One World, Requirements Analysis, Business Process, Systems Analysis, Oracle, Data Conversion, IT Management, Analysis, Software Documentation, Program Management, Visio, RPG, SDLC, Business Analysis, Microsoft SQL Server, Software Implementation, OS/400, Software Development, DB2, Change Management
Education
Rowan University
Cornerstone Ocala Investors Vice PresidentChase Manhattan Treasury Corp.1985 - 1986
Manufacturers Hanover Trust 1984 - 1985
Bank of New York 1974 - 1974
Education
New York University - Leonard N. Stern School of Business 1973 — 1975
Business
St. Lawrence University 1967 — 1971
BA
JPMorgan Chase & Co. December 1995 - Present
SIAC November 1993 - December 1995
Coopers & Lybrand (DRT Systems) March 1993 - November 1993
Manufacturers Hanover Trust January 1989 - March 1993
Security Pacific Clearing Corp January 1987 - January 1989
ASSOCIATED MERCHANDISING CORPORATION December 1985 - April 1987
Skills
Prime Brokerage, Trading Systems, Enterprise Architecture, Fixed Income, Capital Markets, Asset Management, Business Analysis, SDLC, Equities, Electronic Trading, Derivatives, Integration, Risk Management, Management, Investment Banking, Trading, Leadership, Sybase, Disaster Recovery
Education
Queensborough Community College 1980 — 1983
Associate of Arts and Sciences (AAS)
christ the king 1976 — 1980
Geller & Company April 2009 - Present
JPMorgan Chase April 2008 - March 2009
Bear Stearns September 1988 - March 2008
Manufacturers Hanover Trust March 1984 - September 1988
Skills
Fixed Income, Account Reconciliation, Budgets, Financial Modeling, Equities, Financial Analysis, Investment Banking, Capital Markets, Hedge Funds
Education
University of Delaware 1979 — 1983
BS, Economics
Liberty High School - Bethlehem PA 1976 — 1979
Large US Bank June 2011 - Present
Fleet Bank March 1992 - December 2003
Fleet National Bank 1998 - 2003
FleetBoston Financial 1992 - 2003
FleetBoston 1992 - 2003
BankBoston 1992 - 2003
Manufacturers Hanover Trust 1979 - 1990
Education
The George Washington University - School of Business 1977 — 1978
MBA, International Business and Marketing
Goldman Sachs July 2000 - December 2011
The Chase Manhattan Bank October 1978 - June 2000
Manufacturers Hanover Trust 1977 - 1992
Skills
Expense Management, Offshoring, Mergers, Vendor Management, Process Engineering, Program Management, Business Analysis, Outsourcing, Mergers & Acquisitions, Process Improvement, IT Strategy, Management, Risk Management, PMO, Banking, SDLC, Strategy, Change Management, Portfolio Management, Financial Services, Enterprise Architecture, Leadership
Education
City University of New York-Queens College 1966 — 1970
BS, Mathematics
Equalizer Security & Technologies, Inc. February 1992 - Present
Ivy League Mortgage 2009 - 2011
MasTec / Aidco September 1998 - April 2000
AeroTek Telecommunications July 1997 - February 1998
DataSys 1994 - 1995
Merrill Lynch 1992 - 1994
Manufacturers Hanover Trust 1985 - 1992
Skills
Telecommunications, Cabling, Security, CCTV, Networking, Disaster Recovery, Software Installation, Access Control, Wireless, Troubleshooting, Wireless Networking, VoIP, Network Design, Data Center, IP, Surveillance, Fiber Optics, Telephony, Switches, IP Cameras, Network Engineering
Education
Queensborough Community College
Data Processing
Calyon Corporate and Investment Bank 2001 - Present
Bank of Ameica June 1996 - May 2001
Chemical Bank January 1992 - April 1996
Manufacturers Hanover Trust June 1986 - January 1992
Education
Syracuse University
ntb group, LLC 2003 - Present
Celeriti 2001 - 2008
Starpoint Solutions 1989 - 2001
Manufacturers Hanover Trust 1974 - 1989
Skills
Coaching, Public Speaking, Strategic Planning, Team Building, Non-profits, Public Relations, Management, Social Media Marketing, Project Planning, Small Business, Nonprofits, Event Planning, Editing, Government, Marketing, Social Networking, Management Consulting, Entrepreneurship, Social Media, Advertising, Emergency Management, Media Relations, Online Advertising, Fundraising, New Business Development, Leadership Development, Leadership, Training, Organizational..., Business Development, Instructional Design, Incident Command, Start-ups, Program Management, Disaster Recovery, Strategy, Employee Training, Team Leadership, Event Management, Policy, Online Marketing, Recruiting, Business Planning, Contract Negotiation
Education
State University of New York College at Cortland 1968 — 1972
BS, Education
Kaiser Permanente October 2014 - Present
Kaiser Permanente 2003 - Present
Bank of America April 1992 - December 2000
Security Pacific Bank March 1990 - April 1992
Manufacturers Hanover Trust May 1987 - March 1990
Manufacturers Hanover Trust November 1982 - May 1987
Fireman's Fund Insurance Company June 1977 - November 1982
Skills
Change Management, Leadership Development, Organizational..., Performance Management, Team Building, Human Resources, Organizational Design, Executive Management, Leadership, Strategy, Executive Coaching, Workshop Facilitation
Education
San Francisco State University, College of Business 1973 — 1977
Ba, Business administration
Kuveke Group April 1992 - Present
Alexander & Alexander, Inc. July 1989 - April 1992
New England Life October 1987 - July 1989
Manufacturers Hanover Trust July 1984 - September 1987
Skills
Wealth Advisory, Wealth Transfer/Estate..., Wealth Management, Legacy Planning, Philanthropic Advisory, Charitable Planning, Inheritance Education..., Charitable Remainder..., Executive Benefits, Life Insurance, Management Consulting, Disability Insurance, Employee Benefits, 401k, Long Term Care Insurance, Retirement Planning, Finance, Business Strategy, Consulting, Mergers & Acquisitions, Management, Risk Management, Investments, Strategy, Leadership, Portfolio Management, Sales
Education
Washington and Lee University 1980 — 1984
BA
Fordham Prep
The American College
CLU, ChFC, RHU, REBC, CAP, Compensation, Employee Benefits, Estate Planning
SG Americas Securities, LLC 1994 - Present
Access Worldwide Communications 2009 - 2012
SG 1994 - 2009
Societe Generale 1994 - 2009
Wells Fargo Bank August 1990 - August 1994
Manufacturers Hanover Trust February 1987 - August 1994
Wells Fargo 1990 - 1994
Manufacturers Hanover 1986 - 1990
Education
New York University, Stern School of Business 1985 — 1987
MBA, Finance
Princeton University 1980 — 1984
BA, Economics
Novartis September 2015 - Present
GSK February 2015 - Present
Novartis Vaccines and Diagnostics October 2012 - January 2015
Novartis March 2003 - December 2012
Novartis Pharmaceuticals January 2001 - March 2003
Pfizer August 1988 - December 2000
McGraw-Hill February 1988 - August 1988
National Westminster Bank 1985 - 1988
Manufacturers Hanover Trust 1984 - 1985
Bamberger's (now Macy's) September 1982 - December 1983
Skills
Organizational..., Organizational..., Talent Management, Career Development, Organizational Design, Succession Planning, Leadership Development, Talent Development, Change Management, Employee Engagement, MBTI, Executive Coaching, Culture Change, Management Development, HR Strategy, Organizational Change, Change Leadership, Team Building, Strategic Planning, Corporate Culture, Executive Development, Personnel Management, Strategy, Employee Training, Talent Acquisition, Mergers & Acquisitions, Human Resources, Leadership, Workforce Planning, Training
Education
The George Washington University 1992 — 1997
Ed.D., Executive Leadership in Human Resources Development
The University of Akron 1980 — 1982
Master of Arts, Industrial/Organizational Psychology
Seton Hall University 1976 — 1980
Bachelor of Arts, Psychology
Wells Fargo November 2008 - Present
Wachovia September 2001 - November 2008
First Union National Bank July 1995 - September 2001
First Fidelity National Bank April 1991 - September 1995
Chase September 1987 - April 1991
Manufacturers Hanover Trust September 1977 - September 1987
Crum & Forster June 1976 - September 1977
US Trust June 1973 - June 1976
Skills
Banking, Enterprise Architecture, Credit Risk, Wholesale Lending, Commercial Real Estate, Operational Risk..., Information Technology, Financial Accounting, Trade Finance, Mortgage Servicing, Strategic Thinking, IT Portfolio, IT Outsourcing, Portfolio Management, Financial Services, Risk Management, Financial Risk, Vendor Management, Executive Management, SDLC, Relationship Management, Finance, Cash Management, Payments, PMO, IT Strategy, Business Analysis, Business Process..., Commercial Banking, Commercial Lending, Credit, Retail Banking, Consumer Lending, Enterprise Risk..., ACH, Operational Risk
Education
St. Peter's College 1973 — 1977
Bachelor of Science (BS), Accounting
St. Peter's College 1973 — 1975
Associate's degree, Computer Science
Insurance Advisors LLC July 2005 - Present
Freddie Mac December 2003 - April 2005
NYC School Construction Authority January 1999 - February 2001
First National Bank of Maryland September 1985 - April 1998
New Jersey National Bank February 1980 - September 1985
Manufacturers Hanover Trust 1976 - 1980
Education
Thomas Edison State College 2004 — 2005
Managerial Communication
St. Johns University - Peter J. Tobin College of Business 1972 — 1978
Insurance/Business/Risk Management
State University of New York - System 1962 — 1964
Business
Verizon Wireless June 2013 - Present
Verizon Wireless October 2010 - June 2013
VIS CareerConnection Co-Op August 2010 - February 2011
JPMorgan Chase March 2009 - August 2009
JPMorgan Chase November 1978 - December 2008
Chase Manhattan Corporation 1996 - 2000
Chemical Bank 1991 - 1996
Manufacturers Hanover Trust 1978 - 1991
Skills
Business Analysis, SDLC, Requirements Analysis, SQL, COBOL, Oracle, Testing, Unix, Mainframe, Software Development
Education
State University of New York Empire State College
BS, Computer Science
Cushman & Wakefield June 2006 - Present
Cushman & Wakefield June 2003 - June 2006
Cushman & Wakefield April 1995 - May 2003
Cushman & Wakefield March 1989 - March 1995
Cushman & Wakefield February 1987 - February 1989
Cushman & Wakefield February 1985 - February 1987
Manufacturers Hanover Trust June 1980 - January 1985
Skills
Accounting, Corporate Finance, GAAP, Financial Statements, Financial Audits, External Audits, Forecasting, Workers Compensation..., Due Diligence, Sarbanes-Oxley Act, Abandoned Unclaimed..., Bank Reconciliation, Change Management, Development of Policies..., PeopleSoft, SharePoint, Finance..., Intercompany Referral..., Six Sigma Green Belt..., Six Sigma Black Belt..., Minitab, Creation of UAT test..., Order to Cash - ERP..., Process Control and..., Excel, Microsoft Word, Powerpoint, AS400, Microsoft Outlook, Budgets, Account Receivables, Accounts Payable, Workday - Participating...
Education
International Institution of Learning , Inc. 2010 — 2012
Six Sigma Green Belt Certification - July 2010 Black Belt Trained December 2012, Six Sigma - DMAIC
St. John's University, The Peter J. Tobin College of Business 1976 — 1980
B.S., Accounting Major
Chase Bank Branch ManagerJ P Morgan Chase1973 - 2009
Manufacturers Hanover Trust October 1973 - June 1992
Education
The Catholic University of America 1968 — 1972
BA, History
Thomas G Smith Funeral Home 2003 - Present
Picker Financial Group 1998 - 2002
KeyBank 1998 - 1998
Picker Financial Group 1996 - 1997
LDI Corporation 1989 - 1996
Ameritrust Companny 1987 - 1989
Union Chelsea National Bank 1986 - 1987
Manufacturers Hanover Trust 1985 - 1986
Manufacturers Hanover Trust 1983 - 1985
Huntington National Bank 1981 - 1983
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Strategic Planning, Team Building, PowerPoint, Sales, Sales Management, Public Speaking, Social Media, New Business Development, Event Planning
Education
University of Cincinnati 1976 — 1980
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Jefferson Twp Sr High School (Dayton, OH)
BNP Paribas avpirving trust company1987 - 1990
Manufacturers Hanover Trust 1981 - 1987
Education
Thunderbird School of Global Management 1979 — 1981
MIM, International Management
Tulane University 1975 — 1979
BA, Political Science
International School of Geneva 1973 — 1975
US Embassy September 2004 - August 2007
Group Dilembu, (Sprl Kinshasa, DRC) July 1999 - September 2004
Salomon Smith Barney December 1997 - July 1999
Margo Mulumba Consulting November 1996 - November 1997
Dean Witter December 1994 - November 1996
PaineWebber December 1985 - November 1994
Merrill Lynch December 1983 - November 1985
Manufacturers Hanover Trust January 1980 - November 1983
Skills
COBOL, International..., JCL, Mainframe, CICS, Nonprofits, Human Resources, Operating Systems, Government
Education
Sheridan Technical Center 2009 — 2010
Certificate, Network and System Administration/Administrator, A
Empire Technical School 1975 — 1976
Certificate, Computer Programming
San Jose State University 1971 — 1974
BA, History
Bank of America Merrill Lynch 2004 - Present
Fleet Bank 1994 - 2004
National Westminster Bank January 1988 - August 1994
Manufacturers Hanover Trust August 1981 - January 1988
Skills
Banking, Cash Management, Treasury Services, Risk Management, Sales, Operations Management, Leadership, Treasury Management, Capital Markets, Portfolio Management, Commercial Banking, FX Options, Payments, Investments, Credit, Corporate Finance, Financial Services
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, International Business & Marketing
University of New Hampshire 1977 — 1981
B.A., Foreign Language & Business
Greenwich High School 1974 — 1977
Bank of America November 2009 - Present
JPMorgan Chase 2006 - December 2009
JPMorgan 1974 - 2009
JPMorgan Chase 2003 - 2006
JPMorgan Chase 2001 - 2003
JPMorgan Chase 1999 - 2001
JPMorgan Chase 1996 - 1999
Chemical Bank 1991 - 1996
Manufacturers Hanover Trust 1988 - 1991
Education
St. John's University, The Peter J. Tobin College of Business 1974 — 1977
MBA - Executive Management
St. John's University, The Peter J. Tobin College of Business 1970 — 1974
BS Management, Management
GE March 1987 - Present
Manufacturers Hanover Trust 1983 - 1987
EDS Nuclear Inc 1981 - 1983
Con Edison 1979 - 1981
Skills
Change Management, Leadership, Product Management, SDLC, Enterprise Architecture, Analytics, Strategic Planning, Software Development, Analysis, Financial Analysis, Forecasting, Data Warehousing, Business Intelligence, Budgets, Cross-functional Team..., Financial Modeling, Process Improvement, Master Data Management, Vendor Management, Business Process...
Education
New York University - Leonard N. Stern School of Business 1978 — 1981
MBA, Finance
University at Albany, SUNY 1972 — 1976
BA, Chinese Studies/English
Corporate Growth Services LLC January 1990 - Present
CDI 2000 - 2006
Unisys April 1985 - April 1987
Manufacturers Hanover Trust 1968 - 1985
Skills
Strategic Partnerships, Business Development, Salesforce.com, CRM, Finance, Program Management, Budgets, Strategy, Change Management, Mergers & Acquisitions, Start-ups, Security, Business Strategy, Banking, Business Planning, SaaS, Strategic Planning, Public Relations, Event Planning, Real Estate, Due Diligence, Competitive Analysis, Entrepreneurship, Portfolio Management, Team Building, New Business Development, Non-profits, Venture Capital, Corporate Development, Leadership, Customer Service, Information Technology, Negotiation, Online Marketing, Product Development, Mergers, Account Management, Microsoft Word
Education
Stockholm University 1964 — 1968
MBA, Finance
Stanford University 1960 — 1964
BA Economics
Westminister 1956 — 1960
Harvey School 1950 — 1956
NRG Home Solar July 2012 - Present
Advanced Performance Solar November 2010 - July 2012
Milazzo Wholesale November 1990 - June 2010
Manufacturers Hanover Trust June 1985 - May 1990
Skills
Solar Energy, Renewable Energy, Entrepreneurship, Wind, New Business Development, Energy, Business Development, Business Strategy, Energy Efficiency, Photovoltaics, Sustainability, Strategy, Contract Negotiation, Sales, Start-ups, Sustainable Energy, Alternative Energy, Solar PV, Solar Thermal, Construction, Cleantech, Contract Management, Strategic Planning, Project Management
Education
St. Francis College 1980 — 1984
B.S., Management, Finance
Low Income Investment Fund January 2009 - Present
Borrowdale Consulting LLC 2008 - 2009
Bank of America 2005 - 2007
Fleet National Bank 2002 - 2004
Citibank 2001 - 2002
European American Bank 1998 - 2001
The Chase Manhattan Bank 1994 - 1998
Chemical Bank 1992 - 1994
Manufacturers Hanover Trust 1985 - 1992
Skills
Real Estate, Loans, Management, Credit, Portfolio Management, Affordable Housing, Real Estate Economics, Underwriting, Credit Analysis, Valuation, Real Estate Development, Asset Management, Asset Managment, Community Development, Risk Management, Strategy, Commercial Mortgages, Investments, Due Diligence, LIHTC, Financial Analysis, Real Estate Financing, Mortgage Lending, Commercial Real Estate, Tax Credits, Disposition, Finance, Banking, Investment Properties, Capital Markets, Structured Finance, Loan Origination, Credit Risk
Education
Syracuse University - Maxwell School
MPA
University of Michigan
BA
65 Plus, The Health Care Safety Net Board MemberEstate Planning Council of Rockand1995 - Present
Northwestern Mutual 1977 - 1981
Manufacturers Hanover Trust 1973 - 1977
Education
State University of New York College at Buffalo 1968 — 1972
BS, Business Mgmt.
University at Buffalo 1968 — 1972
BS, Business
Fidelity Investments January 2015 - Present
Fidelity Investments December 2012 - December 2014
Fidelity Investments May 2005 - September 2010
The Richardson Company 1989 - 1999
Chemical Bank 1985 - 1989
Lincoln Savings Bank 1980 - 1985
Manufacturers Hanover Trust 1978 - 1980
Citizens First National Bank 1976 - 1978
Skills
Financial Services, Investments, Mutual Funds, Series 7, Series 63, Wealth Management, Management, Asset Management, Portfolio Management, Business Development
Education
Rowan University
BA, Education
Newtown Continuing Education May 2002 - Present
Newtown Continuing Education 1996 - 2002
Manufacturers Hanover Trust December 1977 - December 1987
Skills
Adult Education, Continuing Education, Community Education, Event Management, Event Planning, Customer Service, Program Development, Higher Education, Public Speaking, Coaching, Curriculum Development, Budgets, Curriculum Design, Research, Instructional Technology, Staff Development, Editing, Training, Tutoring, Community Outreach, Classroom, Educational Technology, Special Education, Teaching
Education
State University of New York at Albany 1973 — 1977
Bachelor of Arts (BA), Fine/Studio Arts, General
Scotia Capital (USA) July 2010 - Present
Commonwealth Associates March 2008 - April 2010
Creditex, Inc September 2005 - March 2008
Hornblower Fischer & Co February 2001 - September 2005
Gaspra Technologies Inc February 2000 - February 2001
Hornblower Fischer & Co July 1987 - February 2000
Manufacturer's Hanover Trust October 1985 - July 1987
National Futures Association June 1983 - October 1985
Education
Pace University 1979 — 1983
Bachelor, Business Administration
The Nest Arts Factory June 2013 - Present
Cannondale Studio & Gallery May 2005 - July 2011
Sterling Capital (Part of William Pitt) June 1998 - 2002
Fleet Bank 1991 - 1998
Connecticut Bank and Trust 1987 - 1991
Manufacturers Hanover Trust 1981 - 1987
Skills
Fine Art, Art, Oil Painting, Visual Arts, Graphic Design, Mixed Media, French - Fluent, Spanish and Italian -..., Japanese - Working..., Public Speaking, Training, Contemporary Art, Project Management
Education
St. John's University, The Peter J. Tobin College of Business 1978 — 1981
MBA, International Finance, International Marketing
Universite de Caen
French language, media & culture
Queens College
BA, French, English Lit Majors, Spanish Minor
Silvermine School of Art
Fine/Studio Arts, General
First Republic Bank Managing DirectorFirst Republic Bank2002 - Present
Emigrant Savings Bank January 1991 - December 2011
Manufacturers Hanover Trust 1978 - 1988
Skills
Private Banking, Loans, Mortgage Lending, Portfolio Management, Management, Credit, Commercial Real Estate, Credit Analysis, Commercial Banking, Banking, Small Business Lending, Commercial Lending, Asset Management
Education
Rider University
The Ford Foundation May 1989 - Present
Thomson Reuters 1983 - 1989
Home Box Office 1980 - 1983
Continental Can Company 1978 - 1980
Manufacturers Hanover Trust 1974 - 1976
Bankers Trust 1969 - 1974
Skills
Project Management, Vendor Management, Program Management, Business Analysis, IT Operations, IT Management, Nonprofits, Philanthropy, SharePoint, Governance, Disaster Recovery, Fundraising, Data Center, Integration, Grants, ITIL, Information Management, Business Intelligence
Education
Pace University 1971 — 1975
BBA, Information Technology, Marketing
Vornado Realty Trust May 2009 - Present
The John Buck Company June 1995 - November 2008
Cain Brothers & Company, Inc. October 1992 - January 1995
The Koll Company August 1988 - September 1992
Cushman Realty Corporation May 1987 - August 1988
Cadillac Fairview July 1985 - May 1987
Manufacturers Hanover Trust July 1981 - September 1984
Skills
Real Estate, Real Estate Investment, Real Estate Development, Real Estate Finance
Education
The University of Chicago Booth School of Business 1983 — 1985
MBA, Finance
Stanford University 1977 — 1981
BA, Economics
Self Help Ventures Fund July 2012 - Present
Self-Help February 2007 - July 2012
A.G. Edwards 2003 - 2004
Merrill Lynch 2002 - 2003
WineSource 1997 - 2001
Fairchild-Dornier 1993 - 1997
Barclays Bank 1981 - 1993
Manufacturers Hanover Trust 1978 - 1981
U.S. Department of State 1975 - 1978
Skills
Investments, Small Business Lending, Loans, Banking, Mortgage Lending, Business Development, Financial Analysis, Commercial Lending, Underwriting, Finance, Credit Analysis, Portfolio Management, Commercial Real Estate, Financial Modeling, Credit, Due Diligence
Education
The George Washington University 1973 — 1975
MA, Economics
The George Washington University 1967 — 1971
BA, International Politics
Deutsche Asset Management January 2006 - June 2009
JP. Morgan Chase 1995 - September 2001
Chemical Bank 1987 - 1994
Manufacturers Hanover Trust 1984 - 1986
Manufacturers Hanover Trust 1977 - 1983
Manufacturers Hanover Trust 1974 - 1976
Education
Sorbonne University
German Language and Literature
Home November 1958 - Present
Internal Revenue Service September 1976 - June 2006
Manufacturers Hanover Trust November 1952 - September 1959
Greenpoint Public Library September 1948 - June 1952
Education
Suffolk County Community College 1959 — 1960
1 year, English Literature (British and Commonwealth)
LiftEngine May 2010 - Present
Webloyalty March 2000 - April 2010
Pepsi-Cola International 1992 - March 2000
Manufacturers Hanover Trust 1988 - 1992
Manufacturers Hanover Trust 1988 - 1992
Education
Queens College 1981 — 1986
BA, Computer Science
Brooklyn Technical HS
ADP January 2010 - Present
ADP January 2010 - Present
Blue Water divers 2009 - 2011
IBM August 2004 - December 2009
Merrill Lynch April 1998 - August 2004
Chemical Bank December 1994 - April 1996
Manufacturers Hanover Trust April 1989 - December 1993
Skills
Operating Systems, Mainframe, Linux, REXX, DB2, Virtualization, Unix, JCL, IBM Mainframe, Enterprise Architecture, Disaster Recovery, Cloud Computing, TSO, Data Center, MVS, z/OS, z/VM, Networking, VM, TCP/IP, Websphere, Performance Tuning, Enterprise Software, SDLC, Databases, High Availability, Solution Architecture, CICS, Capacity Planning, SOA, IT Strategy, ITIL, Storage, COBOL
Education
Fairleigh Dickinson University 1989 — 1991
MBA, Mgmt of DP
Stockton University 1979 — 1983
BS, Info systems
Saint Nicholas jersey city
Lufkin Advisors, LLC February 2004 - Present
Franklin Templeton Investments April 1997 - January 2004
Franklin Templeton Investments February 1992 - April 1997
Security Pacific Merchant Bank June 1985 - November 1989
Manufacturers Hanover Trust June 1981 - June 1985
Skills
Leveraged Finance, Debt, Hedge Funds, LBO, Alternative Investments, High Yield Bonds, Structured Credit, Distressed Debt, Senior Secured Bank..., Restructured Equities, Portfolio Management, Bank Loan Origination, Syndications, Equities, Credit, Loans, Fixed Income, Investments, Finance, Trading, Structured Products, Private Equity, Capital Markets, Emerging Markets, Funding, High Yield, Mergers & Acquisitions, Credit Risk, Investment Banking, Asset Management, Mutual Funds, Financial Markets, Bonds, Securities, Structured Finance, Bloomberg
Education
Saint Lawrence University
BA, History/Economics
US Bank 2008 - Present
Stone and Youngberg 2005 - 2008
Charles Schwab 2004 - 2005
SoundView Technology Group 1999 - 2003
Spear, Leads and Kellogg 1998 - 1999
Dillon Read and Co. Inc. 1986 - 1997
Manufacturers Hanover Trust 1980 - 1986
Skills
Bloomberg, Electronic Trading, Series 63, Fixed Income, Trading Systems, Derivatives, Money Market, Equities, Alternative Investments, Financial Modeling, Microsoft Excel, Capital Markets
Education
NYU Stern School of Business
MBA, Finance
University at Albany
B.S., Marketing and Management
City of Linden Fire Dept. October 1999 - Present
Todd Felter Construction January 1992 - Present
Manufacturers Hanover Trust January 1987 - January 1989
Skills
Emergency Services, NIMS, Emergency Operations, EMS, BLS, CPR/AED Instructor, Rescue, Firefighting, First Responder, Fire Safety, Fire Suppression, Ambulance, ICS, Public Speaking, Supervisory Skills, Teaching, Fire Service Instructor, Urban Search & Rescue, Trench Rescue, Rope Rescue, Confined Space Rescue, Structural Firefighting, Fire Inspections, Fire Protection, Emergency Management, Incident Command, Fire Suppression Systems, Hazardous Materials, Investigation, Public Safety, Disaster Response, Preparedness, Fire Management, Homeland Security, Life Safety, First Aid
Education
Rutgers University-New Brunswick 1984 — 1987
BS, Economics
The Johns Hopkins University 1982 — 1984
Arthur L. Johnson Regional High School
Wilmington Trust March 1989 - Present
Manufacturers Hanover Trust June 1983 - March 1989
Education
Widener University 1988 — 1991
MBA, Finance
University of Delaware 1977 — 1981
BS, Major Accounting - Minor Business Administration
SunGard Securities Finance 2006 - Present
Prudential Securities 1987 - 2006
Manufacturers Hanover Trust 1978 - 1986
Education
St. Francis College
Bachelors Degree, Management
TD Bank March 2006 - Present
Manufacturers Hanover Trust 1980 - 1987
Manufacturers Hanover Trust 1980 - 1987
Skills
Commercial Banking
Education
Queens College
Accounting and Finance
Stonier Graduate School of Banking
Banking and Financial Support Services
Citi December 2011 - Present
L&T Infotech October 2009 - December 2011
Citi 2005 - 2009
Dynax Solutions 2000 - 2005
Software Automation Inc. June 1987 - 2000
Manufacturers Hanover Trust 1987 - 1991
Education
Princeton University
The Jackson Laboratory October 1992 - Present
InterSec Research July 1990 - October 1992
AT&T Computer Systems February 1988 - June 1990
Manufacturers Hanover Trust February 1987 - February 1988
Computer Dimensions, Inc. October 1985 - February 1987
Skills
C, Databases, Python, Sybase, PostgreSQL, Java, Software Development, Bioinformatics
Education
University of Maine 2009 — 2011
Communication Sciences and Disorders
State University of New York College at Purchase 1990 — 1992
Biology & Environmental Science
State University of New York at Oswego 1981 — 1985
BA, Computer Science
Erie County October 2002 - Present
Erie County Home February 1991 - October 2002
Manufacturers Hanover Trust 1985 - 1991
Skills
Government, Policy, Human Resources, Supervisory Skills, Organizational..., Microsoft Office, Leadership Development, Community Outreach, Microsoft Word, Public Speaking, Team Leadership, Program Management, Time Management, Microsoft Excel, Event Planning, Coaching, Nonprofits, Public Relations, Event Management, Team Building, Management, Leadership, Process Improvement, Customer Service, Social Media, System Administration, Training, Budgets, Analysis, Fundraising, Research, Strategic Planning, Project Management, Interviews, Mentoring, Recruiting, Employee Benefits, Payroll, Project Planning, SAP, Employee Relations, Program Development
Education
SUNY Empire State College
Bachelor's degree, Business Administration
EPIC Advisors, Inc. May 1998 - Present
American Institue of Banking January 1984 - June 1996
Manufacturers Hanover Trust November 1973 - March 1994
Education
Rochester Institute of Technology 1974 — 1979
MBA, Accounting
SUNY Geneseo 1969 — 1973
BS, History & Education
American Homes 4 Rent April 2015 - Present
ReachLocal April 2014 - April 2015
Sunkist Growers Inc January 2007 - April 2014
VCA Antech August 1996 - January 2006
Manufacturers Hanover Trust July 1987 - September 1989
Skills
Research, Customer Service, Troubleshooting, Microsoft Excel, System Administration, PowerPoint, Microsoft Office, Windows, Microsoft Word, Process Improvement, Process Scheduler, Access, Training, Data Analysis, Accounts Payable, Financial Analysis, Inventory Management, Budgets, Management, Data Entry, Project Management, Accounting, Analysis, General Ledger, Charcuterie, Financial Reporting, Comfort Food, Auditing, Sweetening, Leadership, Seasonings, Payroll, Multi-currency...
Education
Queensborough Community College 1983 — 1986
Associate of Arts and Sciences (A.A.S.), Accounting
Blue Buffalo Co May 2014 - Present
PepsiCo August 2007 - May 2014
The Bank of New York January 2004 - August 2007
Shearson Lehman April 1988 - September 1993
Manufacturers Hanover Trust 1982 - 1987
Skills
Forecasting, Financial Analysis, Financial Modeling, Financial Reporting, SAP, Sarbanes-Oxley Act, Variance Analysis, Analysis, Hyperion Enterprise, Internal Controls, Accounting, Data Analysis, Corporate Finance, Auditing, Customer Insight
Education
SUNY Albany 1978 — 1982
Bachelor of Science (BS), Accounting
Financial Services April 2014 - Present
JP MORGAN CHASE July 2011 - April 2014
RBS November 2007 - July 2011
Citigroup January 2000 - December 2006
Avon January 1996 - February 1998
Natwest Markets October 1993 - August 1995
Manufacturers Hanover Trust May 1988 - October 1993
American Express/Lehman Brothers May 1988 - October 1993
Skills
Information Security, Leadership, Application Risk..., Risk Control and Self..., Data Privacy, Vendor Management, System Development Life..., Change Management, Project Management, Policy Analysis, Data Analysis, Regulatory Compliance, SDLC, Program Management, Risk Management, Analysis, Process Improvement, Sarbanes-Oxley Act
Education
St. Francis College
Bachelor of Science (BS), Accounting, 3.5