Marine Midland Bank
Marine Midland Bank was a bank formerly headquartered in Buffalo, New York, with several hundred branches throughout the state of New York. In 1998 it got to Branches in Pennsylvania. It was acquired by HSBC in 1980, and changed its name to HSBC Bank USA in 1999. Headquarters: Buffalo, NY Founded: July 10, 1850 Ceased operations: March 29, 1999 Key people: Malcom Burnett, President and CEO
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Marine Midland Bank Employees
ALSAC/St. Jude Children's Research Hospital July 2013 - Present
Respond Systems 2000 - 2003
Barnett Bank 1991 - 1996
Marine Midland Bank 1990 - 1991
Skills
Microsoft Excel, Microsoft Office, Outlook, Non-profit..., Office Administration, Data Entry, Volunteer Management, Volunteer Training, Research, Nonprofits, Contract Management, Accounting, Communication, Time Management, Collaborative Problem...
Education
Southern Career Institute 1992 — 1994
Paralegal Studies, Certificate of Completion
Katharine Gibbs School 1985 — 1986
Executive Assistant/Executive Secretary, Dean's List Graduate
Brentwood High School
High School Diploma
A Winning Title November 2006 - October 2013
Dime Savings Bank of New York 1986 - 1991
Marine Midland Bank 1982 - 1985
Skills
Reverse Mortgages, Loan Closing, Title Insurance, Title Companies, Legal Descriptions, RESPA, Abstracting, Real Estate Transactions, Mortgage, Real Estate, Purchase, Foreclosures, Residential, Notary Public, FHA, Refinance, Underwriting, Closings, Mortgage Banking, Budgeting, Mortgage Lending, Loans, USDA, Investment Properties, VA loans, Residential Mortgages, Budgets
Education
Hofstra University
Accounting
LIU Post
Accounting
ESL Federal Credit Union May 2010 - April 2012
HSBC Bank USA January 2004 - May 2010
First Snyder Corporation 1999 - 2002
Marine Midland Bank 1988 - 1997
Goldome Bank 1986 - 1988
Skills
Commercial Banking, Auditing, Mergers, Process Improvement, Strategic Planning, Training, Not for Profit, Portfolio Management
Education
Canisius College 1990 — 1995
Masters, Masters of Business Administration
Canisius College 1979 — 1983
B.S., Finance
Roswell Park Cancer Institute April 2015 - Present
Capital Heating LLC August 2013 - January 2015
Buffalo Lodging Associates June 2011 - August 2013
Uniquest Hospitality July 2010 - May 2011
Pinnacle Resort Management November 2004 - May 2010
East West Resorts May 1997 - November 2004
Steamboat Ski and Resort Corporation August 1994 - May 1997
Marine Midland Bank April 1989 - July 1994
Skills
Certified Pool & Spa..., Supervisory Skills, Property Management, Blueprint Reading, Start-up Operations, Facility Operations, Safety Management, Training: Staff &..., HVAC, Facilities Management, Construction, Boilers, Inspection
Education
Erie Community College 2010 — 2013
Certificate - 34 credit hours, Green Building Technology, 3.81 GPA
Canisius College 1987 — 1989
Erie Community College 1986 — 1987
Associate's degree, Business Administration and Management, General
Holiday Maker Travel, LLC November 2011 - Present
Sodexo December 2002 - September 2011
Wilson Greatbatch Ltd 1988 - 1992
Marine Midland Bank May 1985 - December 1988
Skills
Catering, Hospitality, Hotels, Event Planning, Event Management, Hospitality Management, Restaurant Management, Restaurants, Menu Development, Process Scheduler, Food & Beverage, Hospitality Industry, Budgets, Microsoft Excel, Culinary Skills, Travel, Leisure Travel, Travel Planning, Travel Arrangements, Customer Service
Education
Erie Community College 1982 — 1984
Associate's degree, Secretarial Science
Williamsville North High School 1978 — 1982
HIGH SCHOOL DIPLOMA, General Studies
St. John the Baptist 1969 — 1977
USVI 2014 - Present
Island Insurance Agency Virgin Islands, St Croix, USVI 2011 - Present
First Bank 2006 - 2012
Government of the Virgin Islands - Dept. of Health 2004 - 2006
Textron Financial 2000 - 2002
Deutsche Bank 1995 - 1999
Marine Midland Bank 1987 - 1992
Skills
Commercial Banking, Insurance, Small Business, Government, Loans, Investments, Commercial Real Estate, Real Estate, Foreclosures, Real Estate Transactions, Underwriting, REO, Residential Mortgages, Investment Properties, Investors, Banking, Microsoft Office, Customer Service, Strategic Planning, Public Speaking, Management, Event Planning, Team Building, Research
Education
Georgia State University 1993 — 1995
Master's degree
Florida Agricultural and Mechanical University
Bachelor's degree, Accounting and Finance
UBS Investment Bank January 1992 - Present
Marine Midland Bank 1988 - January 1992
Irving Trust Company 1986 - 1988
Skills
Derivatives, Capital Markets, Fixed Income, Credit Derivatives, Investment Banking, Hedge Funds, Equities, Credit Risk, FX Options, Interest Rate..., Prime Brokerage, Bonds, ABS, Equity Derivatives, CDS, Swaps, Financial Institutions, Counterparty Risk
Education
Drew University 1982 — 1986
BA, Political Science
New York University
Westfield United Fund October 2012 - Present
Westfield United Fund February 2012 - September 2012
Marine Midland Bank 1985 - 1990
Skills
Community Outreach, Public Speaking, Event Planning, Public Relations, Event Management, Leadership, Marketing, Public Policy, Fundraising, Team Building, Volunteer Management, Non-profits, Fundraisers, Management, Business Planning, Business Development, Newsletters, Social Networking, Marketing Communications, Social Media Marketing
Education
New York University, Stern School of Business 1983 — 1987
Master of Business Administration (MBA), Finance
Georgetown University 1978 — 1982
Bachelor of Arts (B.A.), American Studies
St. John Vianney HS 1974 — 1978
Endeavor Services Group, LLC November 2001 - Present
GL Solutions, LLC June 1997 - September 2001
NEXL 1995 - 1997
GE Capital 1992 - 1995
Marine Midland Bank 1989 - 1990
US Trust Corporation 1987 - 1989
Skills
Management, Business Development, Solution Selling, Start-ups, Product Management, Team Building, SaaS, Cloud Computing, Professional Services, New Business Development, Strategic Planning, Sales, Managed Services, Business Alliances, Mergers & Acquisitions, Process Improvement, Salesforce.com, Strategic Partnerships, Leadership, CRM, Cross-functional Team..., Channel Partners, Vendor Management, Strategy, Consulting, Business Strategy, Growth Strategies, Organizational Design, Contract Management, Outsourcing, IT Strategy, Go-to-market Strategy, Data Center, Corporate Branding, P&L Management, Business Process..., Office 365, SharePoint
Education
Keuka College
Bachelor of Science (BS), Organizational Management
Bridgewater State University 1990 — 1991
Accounting and Finance
Syracuse University 1987 — 1988
Business Administration and Management, General
Dean College 1986 — 1987
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Massachusetts Army National Guard 1986 — 1992
76Y & 76V, Logistics, Materials, and Supply Chain Management
Bank of America August 2013 - Present
Bank of America September 2010 - Present
Bank of America June 2006 - September 2010
Bank of America July 2000 - June 2006
United Guaranty Services, Inc December 1998 - July 2000
Decision One Mortgage September 1998 - December 1998
NationsBanc Mortgage Corp April 1993 - September 1998
SIDENTIAL M December 1991 - April 1993
Marine Midland Bank May 1989 - November 1991
American General Finance January 1985 - May 1989
Skills
Loan Origination, Mortgage Banking, Financial Services, Wealth Management, Equities, Lines Of Credit, Valuation, Private Banking, Leadership, Banking, Loans, Credit, Portfolio Management, Credit Analysis, Credit Risk, Mortgage Lending, Financial Analysis, Risk Management, Finance, Commercial Lending, Underwriting, Commercial Banking
Education
University of North Carolina at CharlotteCentral Piedmont Community College 2006 — 2011
Bachelor’s Degree; Associates Degree, Finance; Business Administration; Risk Management & Insurance
Central Piedmont Community College
Associate's degree, Business Administration and Management, General
Manzella Marketing Group 1988 - Present
Marine Midland Bank 1981 - 1992
Skills
Direct Marketing, Marketing, Email Marketing, Marketing Strategy, Direct Mail, Advertising, Marketing Communications, Integrated Marketing, Public Relations, Brand Development, Digital Marketing, Social Networking, Media Relations, Online Advertising, Account Management, Social Media, Social Media Marketing, Facebook, Strategic Planning, Copywriting, Newsletters, Market Planning, Web Design, Event Management, Online Marketing, Press Releases, Event Planning, SEO, Sponsorship, Lead Generation, Media Planning, Brand Management, Team Leadership, Trade Shows, Corporate Branding, Mobile Marketing, Marketing Research, Media Buying, Marketing Management, B2B Marketing, Interactive Marketing
Education
University at Buffalo 1979 — 1980
MBA, Marketing
Canisius College 1977 — 1978
BS, Marketing
Military Community Youth Ministry September 2014 - Present
Ocean Grove Camp Meeting Association October 2011 - Present
Tyndale Theological Seminary May 2011 - Present
Chosen People Ministries 2010 - Present
Young Life September 2008 - November 2011
Consultant to Christian Organizations January 2006 - August 2008
Young Life February 1999 - December 2005
Marine Midland Bank 1993 - 1997
Midland Bank 1988 - 1993
Bankers Trust Company 1982 - 1988
Skills
Fundraising, Investments, Non-profits, Leadership Development, Entrepreneurship, Public Speaking, Community Outreach, Asset Managment, Asset Management, Management, Financial Services, Finance, Theology, Nonprofits, Business Strategy, Strategic Planning, Pastoral Care
Education
Fuller Theological Seminary 1999 — 2005
MAT, Theology
University of Iowa - Henry B. Tippie College of Business 1962 — 1968
BBA, MA, Economics, Business and Management
Lenape Valley Foundation - Early Intervention Services July 2014 - Present
Montgomery County Association for the blind November 2012 - July 2014
Montgomery County Association for the Blind January 2012 - November 2012
Central Bucks School District 2009 - 2010
Montgomery County Association for the Blind (MCAB) 2008 - 2008
New Hope Solebury School Distict 2006 - 2007
Hatboro-Horsham School District August 2004 - June 2005
Kema Registered Quality, Inc January 1996 - January 1997
J. Heller Pension Associates January 1994 - July 1995
Marine Midland Bank 1989 - 1992
Skills
Word, Microsoft Office, PowerPoint, Excel, Teaching, Data Entry, Microsoft Excel
Education
Gwynedd Mercy University 2005 — 2009
Bachelor of Science, Human Services
Bucks County Community College 2001 — 2005
Associates of Arts Degree, Education
AXA Advisors, LLC June 2011 - Present
Davidson, Fox & Company, LLP December 2003 - September 2010
Doron Precision Systems, Inc. April 1990 - May 2003
Marine Midland Bank 1980 - 1990
Skills
Management, Program Management, Public Speaking, Customer Service, Sales, Microsoft Word, PowerPoint, Strategic Planning, Event Planning, Financial Analysis
Education
Binghamton University - School of Management 1982 — 1986
Masters, Business Administration
State University of New York College at Brockport
Bachelors, American History
PNC October 2014 - Present
Avaplay Corporation 1998 - September 2014
Westinghouse Electric Corporation 1989 - 1998
Westinghouse Electric Corporation 1984 - 1989
Westinghouse Electric Corporation 1982 - 1984
Westinghouse Electric Corporation 1979 - 1982
Marine Midland Bank 1977 - 1978
Education
Bucknell University
Bachelor of Science in Business Administration
ACN Telecommunications January 2010 - December 2013
Gloria Home Staging, Inc. January 2008 - January 2012
Campus Crusade for Christ July 1987 - 1992
Chernin & Gold September 1984 - September 1986
Marine Midland Bank September 1981 - May 1984
Skills
Teamwork, Public Speaking, Small Business, Social Networking, Marketing, Customer Service, Editing, Marketing Strategy, Team Building, Sales, Budgets, Management, Sellers, Public Relations, Coaching, Real Estate, New Business Development, Social Media Marketing, Entrepreneurship, Leadership Development, Online Marketing, Fundraising, Online Advertising, Event Management, Social Media, Training, Leadership, Marketing Communications, Advertising, Strategic Planning, Team Leadership, Event Planning
Education
Colgate University 1977 — 1981
B.A., History
Syracuse University Legal Assistant Program
Certificate with honors
Community Banks of Colorado, a division of NBH Bank, N.A. October 2006 - Present
Bank of Telluride, a WestStar Bank September 1999 - September 2006
First National Bank (now Alpine Bank) April 1992 - September 1999
Chase Manhattan Bank August 1988 - October 1991
Marine Midland Bank August 1985 - August 1988
Skills
Risk Management, Commercial Lending, Commercial Banking, Financial Institutions, Credit Analysis, Loans, Credit, Consumer Lending, Lines Of Credit
Education
Fordham University 1986 — 1989
MBA, Finance
Trinity College-Hartford 1981 — 1985
BA, Economics and Spanish
New Millenium Fitness April 2015 - Present
Hillsborough Yoga & Healing Arts August 2014 - May 2015
UNC Health Care June 2014 - November 2014
Private Instruction October 2010 - August 2014
Da Arts June 1994 - March 2013
Chateau LaFayette Reneau 1997 - 2013
Revlon International January 1989 - October 1989
Marine Midland Bank February 1987 - November 1988
Skills
Hatha Yoga, Birth Doula, Ashtanga Yoga, Yoga for Relaxation, Ashtanga, Advertising, Copywriting, Social Media Marketing, Creative Direction, Photography, Marketing Communications, Graphic Design, Adobe Creative Suite, Email Marketing, Direct Mail, Creative Strategy, InDesign, Corporate Branding, Web Design, Marketing, Social Media, Public Relations, Online Advertising, Integrated Marketing, Digital Media, Newsletters, Photoshop, Search Engine Submission, Entertainment, Layout, Brochures, Film, Heart Salutation Series...
Education
YogaWorks 2012 — 2012
200 hr Teacher Certification, Hatha Yoga
Embodi Yoga 2011 — 2011
30 hrs, Shupadam Yoga - Heart Salutation
School of Communication Arts 1994 — 1995
Certifications, 2D; 3D; and Multi-media design and implementation
Bard College 1981 — 1995
Bachelor of Arts (B.A.), Studio Arts, Honors
School Of Lacoste, Vaucluse France 1983 — 1983
Cleveland Institute of Arts Summer Semester Abroad, Study and process of printing making; Limestone Sculpture
National Bank of Kuwait January 2010 - Present
National Bank of Kuwait January 2010 - Present
CertaPro Painters August 2007 - January 2010
GreenLink LLC, a subsidiary of Wachovia Corporation March 2000 - December 2006
Apex Real Estate Information Services LLP June 1998 - March 2000
Mellon Bank May 1995 - May 1998
Marine Midland Bank November 1993 - May 1995
Marine Midland Bank September 1992 - November 1993
Marine Midland Bank September 1990 - September 1992
Marine Midland Bank November 1989 - September 1990
Skills
Credit, Risk Management, Retail Banking, Loans, Customer Experience, Process Improvement, Process Excellence, Operational Excellence, PMO, Banking, Process Engineering, Vendor Management, Credit Cards, Management, Financial Risk, Strategy, Business Analysis, Portfolio Management, Analysis, Leadership
Education
Hofstra University 1985 — 1988
MBA, Finance and Banking
State University of New York College at Brockport 1978 — 1982
BA, Business Administration
CHAPPO LLC August 2012 - Present
CHAPPO & CO., INC. June 1988 - October 2012
HUNTER, KEITH, MARSHALL & CO., June 1986 - June 1988
NYNEX CREDIT COMPANY 1984 - 1986
MARINE MIDLAND BANK 1982 - 1984
CHASE MANHATTAN BANK 1981 - 1982
U.S. ARMY June 1976 - June 1981
Skills
Project Finance, Corporate Real Estate, Equipment Finance, Venture Capital, Debt, Banking, Credit, Loans, Cash Flow, Corporate Finance, Private Equity, Due Diligence, Financial Modeling, Investment Banking, Valuation, Financial Analysis, Energy, Funding, Finance, Financial Services, Private Placements, Structured Finance, Financial Structuring, Investments, Real Estate Economics, Securities, Capital Markets, Real Estate, Fixed Income, Portfolio Management, Leveraged Finance, Management, Mergers & Acquisitions, Risk Management, Asset Management
Education
United States Military Academy at West Point 1972 — 1976
Bachelor of Science, Engineering
Boston University 1978 — 1980
Corporate Finance
University of Louisville 1980 — 1981
MBA, Corporate Finance
Chase Manhattan Bank Credit Program 1981 — 1982
Credit Analysis and Accounting
New York University - Leonard N. Stern School of Business 1982 — 1984
Professional Certificate, Corporate Finance
Sunshine Realtors, LLC 1999 - Present
Marine Midland Bank 1980 - 1983
Skills
Full Service For Buyers..., Investment Properties, Rental Listings, Condos and Co-ops, Commercial Real Estate, Real Estate Consulting, Flat Fee For For Sale..., Real Estate Development, Sellers, Brokerage, Real Estate, Real Estate Transactions, Leases, Residential Homes, Condos, Listings, Property Management, First Time Home Buyers, Investments, Short Sales, Buyers, Rentals, Relocation, Foreclosures, Single Family Homes, Townhomes, New Home Sales, Real Property, Buyer Representation, Referrals, REO, Investors, SFR, ABR, Waterfront, New Homes, Income Properties, Relocation Buyers, HUD, 1031 Exchanges
Education
Hofstra University
BA
Lord Capital, LLC December 2012 - Present
Aladdin Capital Management March 2009 - February 2012
Organizing for America 2011 - 2012
Dresdner Kleinwort May 2001 - January 2009
Citigroup August 1996 - May 2001
Citi March 1993 - July 1996
Citi January 1987 - February 1993
Marine Midland Bank August 1984 - November 1986
Marine Midland Bank February 1982 - June 1984
Marine Midland Bank February 1981 - February 1982
Skills
Financial Structuring, Loans, Syndications, Infrastructure, Fixed Income, High Yield, Investments, Credit Analysis, Portfolio Management, Cash Management, International Financial..., Restructuring, Banking
Education
Tufts University - The Fletcher School of Law and Diplomacy 1976 — 1978
European and Soviet Diplomatic History
Lewis and Clark College 1972 — 1976
BA, International Relations and German Lit.
Organized With Care August 2010 - Present
Key Bank 1993 - 2000
Star Bank 1992 - 1993
Marine Midland Bank 1989 - 1992
Coopers & Lybrand 1983 - 1987
Skills
Residentiall Organizing, Home Filing Systems, Home Office Assistance, Time Management, Strategic Planning, Entrepreneurship, Public Speaking, Coaching, Event Planning, Outlook, Training, Customer Service, Team Building, Microsoft Office, Professional Organizing, Leadership, New Business Development, Business Development
Education
Miami University 1979 — 1983
BS, Accounting
Marysville High School
Meijer January 2015 - Present
Self Employed May 2005 - August 2014
Helix Investment Partners LLC October 1989 - May 2005
Scudder, Stevens & Clark June 1987 - September 1989
Marine Midland Bank May 1985 - March 1987
Honeywell January 1981 - August 1983
United States Marine Corps June 1975 - December 1980
Skills
Financial Analysis, Due Diligence, Management, Business Development, Integration, Finance, Investments, Process Improvement, Project Management, Problem Solving
Education
New York University - Leonard N. Stern School of Business 1986 — 1987
APC, Finance
Carnegie Mellon University - Tepper School of Business 1983 — 1985
MSIA, Operations Research
United States Naval Academy 1971 — 1975
BS, Physical Science
PNC Financial Services Group June 2009 - Present
National City Bank January 2003 - June 2009
National City Bank February 1997 - January 2003
National City Bank August 1991 - January 1997
Marine Midland Bank December 1986 - August 1991
Skills
Advertising, Internal Communications, Financial Services, Commercial Banking, Wealth Management, Event Management, Retail Banking, Communication Training, Relationship Management, Segmentation, Positioning, Collateral, Corporate Communications, Crisis Communications, Brand Management, Messaging, Strategic Communications, Leadership, Speech Writing, Strategy, Banking, Employee Engagement, Public Relations, Marketing Communications, Change Management
Education
Canisius College 1988 — 1992
MBA, Marketing
Saint Bonaventure University 1980 — 1984
BBA, Finance
Big Sky Sotheby's International Realty February 2010 - Present
Big Sky Brochures May 2005 - Present
Morningstar Learning Center September 2005 - August 2011
American Bank of Montana 2002 - 2004
BBVA Securities April 1998 - June 2001
ING Barings April 1993 - April 1998
Banque Nationale de Paris June 1990 - April 1993
Generale Bank April 1986 - June 1990
Marine Midland Bank June 1983 - April 1986
Skills
Multilingual, Corporate Finance, Origination, Real Estate, Asset Management, Real Estate Development, Loan Origination, Structured Finance, Management, Investment Properties, Loans, Sellers, Condos, REO, Real Property, Investors, Residential Homes
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Business Administration
Colgate University 1979 — 1983
BA, French Literature, Economics
Mercersburg Academy 1976 — 1979
High school diploma
Keanamland Developers, LLC January 2005 - Present
Haitian Diaspora Federation February 2011 - January 2012
ROUZEAU’S MANOR RESTAURANT AND BANQUET CENTER January 1995 - January 2005
SERVICIOS CORPORATIVOS EN EQUIPAMIENTO SA DE CV January 1994 - January 1995
CHEMICAL BANK/CHEMICAL SECURITIES INC January 1977 - January 1994
Emerging Markets Group January 1987 - January 1991
Leasing company January 1977 - January 1987
MARINE MIDLAND BANK January 1974 - January 1977
Skills
Microsoft Office, Strategic Planning, French, Banking, Credit, Non-profits, Investments, Fundraising, Financial Analysis, Leadership, Finance, Nonprofits, Management, Negotiation, Program Management
Education
University of Pennsylvania - The Wharton School
Long Island University
Master, Business Administration; International Finance
BERNARD M. BARUCH COLLEGE
Bachelor, Business Administration; Accounting
State Street Bank June 2002 - Present
CIBC World Markets 1990 - 2000
Marine Midland Bank 1981 - 1990
Skills
Equities, Debt, Financial Structuring, Valuation, Hedge Funds
Education
Fordham University - Graduate School of Business Administration 1988 — 1991
MBA, Finance
Town of Brookhaven June 1988 - Present
SUFFOLK COUNTY October 1987 - April 1988
Marine Midland Bank April 1983 - July 1985
Skills
Operations Management, Analysis, Networking, Training, Hardware, Government
Education
James Madison University 1976 — 1978
BBA, Business Administration
Suffolk County Community College 1974 — 1975
Business
Ward Melville 1972 — 1974
LIGHTHOUSE TECHNOLOGY SERVICES, INC November 2012 - June 2014
First Niagara Bank October 2011 - October 2012
HSBC Technology Services 2008 - 2011
HSBC Technology Services 2001 - 2008
CTG 1999 - 2001
Key Bank 1996 - 1999
ComputerPeople 1993 - 1996
West Valley Nuclear Services 1992 - 1993
Marine Midland Bank 1989 - 1991
Education
The George Washington University - School of Business
Master's Certificate, Information Technology Project Management
East Aurora High School
Erie Community College
AAS, Chemistry
New York State University College at Buffalo
Bachelor of Science, Information Systems Management
YMCA 1999 - Present
Verizon Wireless 1999 - 2001
Marine Midland Bank 1993 - 1995
Education
Baker College Center for Graduate Studies 2008 — 2011
State University of New York College at Buffalo 1995 — 1996
Lawrence Technological University 1990 — 1994
architecture
The Ohio State University 1988 — 1990
Fairway Independent Mortgage Corp. March 2009 - Present
GMAC Mortgage September 2007 - March 2009
Countrywide Home Loans September 2006 - September 2007
The New York Mortgage Company August 2004 - September 2006
Long Island Mortgage 2001 - 2004
Marine Midland Bank 1997 - 2000
Skills
FHA, Reverse Mortgages, Conforming, First Time Home Buyers, Mortgage Banking, Refinance, Purchase, Residential, Investment Properties, Mortgage Coach, Residential Homes, Mortgage Lending, Referrals, Loans, Residential Mortgages, Finance, Home Equity Lines of..., USDA, Debt Consolidation, VA loans, FHA financing, Government Loans, Certified Mortgage..., Loan Origination, Construction Loans, Real Estate Financing, Commercial Mortgages, Credit, Underwriting, Mortgage Marketing, Home Equity Loans, Credit Analysis, VA Loans, FHA Financing
Education
New York Institute of Technology 1982 — 1983
Criminal Justice
Pershing July 2010 - November 2011
C2 Consulting December 2008 - July 2010
Merrill Lynch May 2004 - August 2008
AllainceBernstein Investment Research and Management February 1996 - May 2004
Aetna June 1989 - January 1996
Marine Midland Bank April 1988 - May 1989
Skills
Relationship Management, Strategic Planning, New Business Development, Leadership, Contract Negotiation, Strategy, Financial Services, Series 7, Alternative Investments, CRM, Investments, Business Development, Risk Management, Product Development, 401k, Management, Sales Management, Retirement, Wealth Management, Mergers & Acquisitions, Mutual Funds, Business Planning, Portfolio Management, Product Management, Marketing Strategy
Education
Hobart and William Smith Colleges 1983 — 1987
BA, Philosophy
St. Mark's School 1980 — 1983
Citigroup February 2000 - Present
The Chase Manhattan Bank September 1993 - February 2000
Automated Data Processing (ADP) January 1993 - September 1993
Kidder Peabody & Co. September 1990 - January 1993
Prudential Securities October 1989 - September 1990
Marine Midland Bank July 1985 - October 1989
Skills
Prime Brokerage, Reference Data, Corporate Actions, Global Custody, SDLC, UAT coordination, Market Data, Integration, Trading Systems, Bloomberg, User Acceptance Testing, SWIFT payments, Settlement, Financial Services, Mutual Funds, Securities, Quality Center, Analysis, Business Requirements, Fixed Income, Testing, Requirements Gathering, Business Analysis, PMO, Vendor Management, Banking, Back Office, Middle Office, Electronic Trading, Sybase, Hedge Funds, Systems Analysis, CICS, Derivatives, Payments, Equities, Investment Banking, Bonds, Data Warehousing, Risk Management, Software Development, Software Design, Software Installation, Capital Markets, Enterprise Architecture, IT Strategy, Requirements Analysis, Software Project..., Disaster Recovery, DB2
Education
Hunter College 1981 — 1985
Bachelor of Arts (BA), Computer Science
Foreign Currency Market January 2010 - Present
Social Security Administration September 2012 - August 2013
SUFFOLK\NASSAU FAMILY COURT TASC March 1995 - June 2011
NASSAU TASC PROGRAM January 1992 - March 1995
CITRANO & GIANNONE, M.S June 1990 - January 1992
MARINE MIDLAND BANK July 1988 - December 1991
Skills
Management, Conflict Resolution, Employee Relations, Group Therapy, Psychotherapy, Process Scheduler, Social Services, Crisis Intervention, Community Outreach, Therapists, Criminal Justice, Courts, Mental Health, Program Development, Adolescents, Mental Health Counseling, Program Evaluation, Family Therapy, Psychology, Recruiting, Program Management, Case Managment, Interviews, Customer Service, Treatment, Google Groups, Psychological Assessment, Grants, Resume Writing, Insurance, Counseling Psychology, Career Counseling, Nonprofits, Policy, Youth Development, Workforce Development, CBT, Career Development, Workshop Facilitation, Behavioral Health, Interventions, Investments, Financial Markets, Risk Management, Trading
Education
Long Island University, C.W. Post Campus
Master of Science Degree, Human Resource Counseling
Long Island University, C.W. Post Campus
Bachelor of Arts Degree, Psychology
Valley National Bank March 2014 - February 2015
Citibank, N. A. January 2007 - March 2014
Bank of America 2003 - 2006
Deloitte & Touche 2001 - 2003
Chase Manhattan Bank 1999 - 2001
Standard & Poor's. Equitable Life 1997 - 1998
Republic National Bank 1988 - 1996
Marine Midland Bank 1986 - 1988
Skills
Loans, Credit, Mortgage Lending, Commercial Banking, Banking, Credit Analysis, Commercial Lending, Retail Banking, Credit Risk, Small Business Lending, Portfolio Management, Consumer Lending, Financial Risk, Risk Management, Relationship Management
Education
Adelphi University
Master of Business Administration (MBA), Banking and Financial Support Services, A
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Marketing, Finance
Invictus Consulting Group, LLC 2014 - Present
OceanFirst Bank and Holding Company 2004 - 2012
Trust Company Bank 2003 - 2005
Dime Savings Bank 2000 - 2003
First Union National Bank 1994 - 2000
New Jersey Economic Development Authority 1991 - 1994
Marine Midland Bank 1982 - 1991
JPMorgan Chase 1976 - 1981
Skills
Banking, Finance, Strategic Planning, Strategic Financial..., Marketing, Employee Training, Economics, Employee Management, Municipal Bonds, Operations Management, Operational Planning, Office Administration, Risk Management, Risk Assessment, Financial Risk, Credit Risk, Enterprise Risk..., Mergers & Acquisitions, Consolidation, Leadership, Leadership Development, Client Relations Skills, Human Resources, Retail Banking, Trust, Investments, Investor Relations, Motivation, Modeling, Community Outreach, Communication, Alternative Investments, Loan Origination, Loan Portfolio Analysis, Consumer Lending, Regulatory Affairs, Regulatory Requirements, Commercial Lending, Credit Analysis, Asset Based Lending, Credit, Small Business Lending, Business Development, Executive Management, Management, Cash Management, Financial Analysis, Mortgage Lending, Mortgage Banking, Accounting
Education
Fordham University School of Law 1975 — 1978
Juris Doctor, Corporate and Commercial Law
St. John's University , Queens N.Y. 1973 — 1975
Master of Business Administration (M.B.A.), Executive Management
Gabelli School of Business, Fordham University, New York,NY 1968 — 1972
Bachelor of Science (B.S.), Accounting, Dean's List
Expense Reduction Associates, Inc. September 1991 - Present
First National Bank of Toms River / First Union Bank June 1983 - June 1991
Marine Midland Bank June 1982 - May 1983
Summit Trust Company June 1980 - May 1982
New Jersey National Bank July 1978 - May 1980
Industrial Valley Bank June 1973 - July 1978
Girard Trust Bank June 1969 - June 1973
Archdiocese of Philadelphia September 1964 - June 1969
Skills
SaaS, Cloud Computing, Business Development, Procurement, Bank Operations, Contract Negotiation, Solution Selling, Sales Management, Product Development, New Business Development, Strategic Planning, Banking, Credit, Management, Risk Management, Credit Analysis, Financial Services, Budgets, Financial Analysis, Finance
Education
La Salle University 1960 — 1964
Bachelor’s Degree, Pre-Law Studies
Paragon Technical Services (Federal Government Contractor) April 2012 - Present
Chartis April 2006 - January 2012
MetLife July 2004 - April 2006
Sun Healthcare Group, Inc. December 2001 - May 2004
PSEG Energy Technologies Inc. (Client of Robert Half International) September 2001 - December 2001
Avaya, Inc. / Lucent Technologies, Inc. October 1996 - September 2001
United States Committee for UNICEF August 1994 - September 1996
Republic National Bank 1983 - 1994
Bankers Trust 1981 - 1983
Marine Midland Bank 1979 - 1981
Skills
Microsoft Access, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, SAP, Timberline, SOX, SAS70, Budgeting, Forecasting, Organizational..., Team Building, Cross-functional Team..., Financial Analysis, Financial Reporting, Database Administration, Database Management, Outsourcing, Outsourcing Management, Account Reconciliation, Process Engineering, Billing, Requirements Analysis, Financial Management, Forensic Accounting, Testing, Audit Support, Internal Controls, General Ledger, Accounts Payable, Process Improvement, Business Analysis, Sarbanes-Oxley Act, Managerial Finance, Business Process..., Finance, Budgets, PowerPoint, Invoicing, Auditing, Accounting, Sage, Business Process, Accounts Receivable, Payroll, Consolidation, ERP, Management, Program Management, Financial Statements
Education
St. John's University 1984 — 1987
MBA, Finance
New York University 1975 — 1979
BS, Accounting / Management
Xavier High School 1971 — 1975
Stonehouse Mgmt January 2000 - Present
Bernardsville Centre, LLC 2000 - Present
The Olde Mill Inn and Grain House Restaurant 1995 - Present
Marine Midland Bank 1985 - 1986
Chemical Bank 1984 - 1985
Education
Duke University - The Fuqua School of Business
Gettysburg College
Albemarle County March 2012 - July 2014
Albemarle County August 2010 - March 2012
US Census Bureau, CFA January 2010 - August 2010
Public School System September 2001 - January 2010
InfoPro Software June 1997 - January 1999
Operations Management Tools January 1992 - March 1997
Westpac Banking Corporation January 1987 - January 1991
Marine Midland Bank January 1985 - January 1987
Chase Manhattan Bank January 1984 - January 1985
Shawmut Bank of Boston International January 1979 - January 1984
Skills
Process Improvement, Accounting, Microsoft Office, Curriculum Development, Grant Writing, Business Process..., Business Strategy, Project Management, Financial Reporting, Analysis, Financial Services, Banking, Training, Operations Management, Education, Business Analysis
Education
Mercy College 2000 — 2001
Master of Science (M.S.), Education
Mercy College 1999 — 2000
B.S, History, Summa Cum Laude
Univ. Massachusetts, New York University, Boston University 1973 — 1988
Course Work, Business Administration, Management and Operations, Accounting
SDHS
SDHS
SDHS
JPerkoff Consultant November 2013 - Present
Windham Mountain 2001 - 2015
Barclays Capital September 2011 - May 2013
Morgan Stanley September 2000 - August 2011
Bankers Trust 1998 - 2000
Marine Midland Bank 1986 - 1988
Skills
Fixed Income, Capital Markets, Hedge Funds, Equities, Derivatives, Securities, Alternative Investments, Equity Derivatives, Trading, Bloomberg, Prime Brokerage, Options, Investment Banking, Financial Services, Interest Rate..., Market Data, Trading Systems, Settlement, Series 7, Middle Office, FX Options, Electronic Trading, Structured Products, Credit Derivatives, Financial Markets, Securities Lending, Reference Data, Asset Management, Bonds, Swaps, Corporate Actions, Back Office, Collateral Management, Emerging Markets, Risk Management, Finance, Banking, Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2014 — 2017
Master's Degree, Physician Assistant
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance
Columbia University - School of International and Public Affairs 1983 — 1986
MIA, Middle East Studies
Haverford College 1979 — 1983
BA, Political Science
The Hebrew University 1981 — 1982
OpenInvo August 2010 - Present
Knowledge Access Technology, Inc. January 2004 - Present
Richmond Research, Inc. January 1982 - Present
Allard Institute 1985 - December 2011
Monster Worldwide September 2006 - April 2007
Creative Information Concepts, Inc. 1995 - 2005
Marine Midland Bank January 1981 - December 1981
Citibank 1977 - 1981
Skills
Project Management, Problem Solving, Product Development, Analytics, E-commerce, Data Mining, Website Development, Start-ups, Product Management, Strategic Partnerships, Entrepreneurship, Thought Leadership, CRM, Competitive Analysis, Direct Marketing, Marketing, Strategy, Marketing Strategy, Management Consulting, Leadership, Product Marketing, B2B, Strategic Planning, Vendor Management, Management, Advertising, Consulting, Budgets, Telecommunications, Databases, Executive Management, Cross-functional Team..., Business Strategy, Enterprise Software, Analysis, Go-to-market Strategy, Lead Generation, Business Development, Business Intelligence, Segmentation, Online Marketing, Cloud Computing, Business Planning, Venture Capital, Mobile Devices, Database Marketing, Mergers & Acquisitions, Program Management, Market Research, P&L Management
Education
Fordham University
MBA, Marketing & Venture Development
Polytechnic University
BSEE, Electrical Engineering
PACIFIC WAVE SYSTEMS 2012 - Present
Paddock Jones Morse, Inc. February 2011 - April 2011
Snyder Langston August 2000 - August 2009
Greater Alarm February 1999 - June 2000
Security Signal Devices October 1991 - January 1999
Marine Midland Bank July 1984 - August 1988
Skills
Accounts Payable, Accounts Receivable, Journal Entries, Construction, General Ledger, Payroll, Invoicing, Bank Reconciliation, Financial Analysis, Variance Analysis, Budgets, Internal Controls, Cash Flow, Account Reconciliation, Sarbanes-Oxley Act, Job Costing, Accounting, Bookkeeping
Education
California State University-Long Beach
Bachelors, Accounting
Suffolk County National Bank July 2015 - Present
Astoria Bank September 2011 - July 2015
Hispanic Counseling Center February 2011 - September 2011
Regional Community Business Development January 2007 - March 2010
HSBC November 1985 - February 2010
HSBC Mortgage Corporation (USA) NA March 1985 - January 2010
HSBC Mortgage Corporation (USA) 2004 - 2007
HSBC Mortgage Corporation (USA) January 1994 - December 2006
Community Business Development January 1994 - January 2003
MARINE MIDLAND BANK January 1985 - January 1993
Skills
Non-profits, Fundraising, Public Speaking, Loans, Banking, Strategic Planning, Government Liason, Program Management, Mortgage Lending, Management, Credit, Mortgage Banking, Nonprofits, Customer Service, Organizational..., Government, Team Building, Community Development, Finance, Leadership, Budgets, Performance Management, Commercial Lending, Risk Management, Competitive Analysis, Commercial Banking, Credit Analysis, Relationship Management, Consumer Lending
Education
City University of New York-Herbert H. Lehman College 1972 — 1975
Academic, education
walton high school 1969 — 1972
academic
VALIC August 2012 - June 2015
Merrill Lynch November 2010 - June 2012
Crossroads Downtown Partnership January 2011 - March 2012
Sun Trust Banks December 2007 - December 2009
Wachovia November 1988 - October 2007
Middlesex County Regional Chamber of Commerce June 2004 - June 2007
State of New Jersey January 2004 - May 2007
Bank of New York Mellon May 1978 - June 1988
Marine Midland Bank 1984 - 1986
Chemical Bank June 1973 - May 1985
Skills
Credit, New Business Development, Leadership, Investments, Commercial Lending, Banking, Finance, Business Development, Loans, Credit Analysis, Financial Analysis, Risk Management, Business, Strategic Financial..., Mergers & Acquisitions, Small Business, Portfolio Management, Coaching, Networking, Customer Service, Mortgage Lending, Insurance, Marketing, Wealth Management, Time Management, Small Business Lending, Financial Services, Executive Management, Retirement Planning, Business Planning, Investment Advisory, Mutual Funds, Management, Estate Planning, Cash Management, Series 7, Financial Advisory, Asset Management, Relationship Management, Securities, Funding, Commercial Banking, Underwriting, Asset Allocation, Series 63, Financial Risk, Retirement, Consumer Lending, Financial Planners, Loan Origination
Education
Methodist University 1968 — 1973
BA, Econ/Fin
Rutgers Business School August 2015 - Present
Rutgers Business School 2011 - July 2015
Pamola Advisors, LLC September 2009 - 2012
Syncora Guarantee (formerly XL Capital Assurance) May 2004 - February 2009
XL Capital Assurance February 2000 - April 2004
MBIA (MBIA Insurance Corporation) 1998 - 2000
Capital Markets Assurance Corporation (CapMAC) April 1990 - January 1998
Marine Midland Bank June 1986 - March 1990
Skills
Capital Markets, Risk Management, Fixed Income, Structured Finance, Derivatives, Credit Risk, Credit, Finance, Project Finance, Start-ups, Restructuring, Strategic Planning, Investor Relations, Credit Derivatives, Program Management, Analysis, Financial Modeling, Funding, Portfolio Management, Due Diligence, Financial Services, Management Consulting, Hedge Funds, Strategy, Leadership, Credit Analysis
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA
Brown University 1977 — 1981
BA
First Data Merchant Services August 2003 - Present
Fleet National Bank 1996 - 2003
Fleet National Bank 1995 - 1996
NatWest Bank 1993 - 1995
Barclays Bank of New York 1989 - 1992
Barclays Bank of New York 1986 - 1989
Marine Midland Bank 1984 - 1986
Marine Midland Bank 1981 - 1984
Skills
Banking, Credit, Finance, Financial Services, Business Analysis, Credit Risk, Credit Analysis, Regulatory Compliance
Education
Fordham University
Bachelor of Arts (BA), French Studies-Economics
White Haven Memorial Parks, Inc. September 2015 - Present
Whitehaven Memorial Park September 2014 - Present
American Red Cross, Greater Rochester Chapter September 2012 - January 2014
American Red Cross February 2013 - April 2013
City of Rochester March 2010 - August 2011
City of Rochester January 2006 - January 2010
YMCA of Greater Rochester March 2001 - January 2010
YMCA of Greater Rochester January 1991 - March 2001
Monroe Savings Bank September 1985 - July 1989
Marine Midland Bank January 1982 - July 1985
Skills
Strategy, Marketing, Recruiting, Organizational..., Public Relations, Workshop Facilitation, Social Services, Conflict Resolution, Strategic Planning, Non-profit..., Supervisory Skills, Team Building, Curriculum Development, Youth Development, Higher Education, Community Engagement, Resume Writing, Adult Education, Volunteer Recruiting, Customer Service, Government, Social Media, Management, Coaching
Education
Nazareth College 1976 — 1983
MS Ed., Education
State University of New York College at Plattsburgh 1976 — 1980
BA, Speech Pathology & Education
Bobalew Ventures February 2007 - Present
RSA Mortgage Solutions January 2003 - March 2007
Fiserv, Inc. March 2001 - March 2007
Remarketing Services of America, Inc. September 1991 - March 2007
DaimlerChrysler 1999 - 2001
Daimler Benz October 1996 - March 1999
Mercedes Benz Credit Corporation 1996 - 1999
debis Financial Services 1996 - 1999
Marine Midland Bank 1986 - 1991
Skills
Entrepreneurship, Strategic Planning, Process Improvement, Coaching, Team Building, Organizational..., Risk Management, Sales Management, Business Strategy, Leadership, Business Planning, Insurance, Negotiation, New Business Development, Change Management, Strategy, Strategic Partnerships, Start-ups, Real Estate, Project Management, Program Management, Portfolio Management, Operations Management, Marketing, Management, Leadership Development, Finance, Executive Management, CRM, Business Development, Business Analysis
Education
Canisius College 1988 — 1989
MBA
Canisius College 1985 — 1988
BA
Williamsville East High School 1979 — 1983
Regents
Empower Federal Credit Union February 2015 - Present
NBT Financial Services December 2014 - February 2015
Pennstar Financial Services March 2010 - December 2013
New Realities Consulting June 2009 - March 2010
Essex National Securities, Inc. March 2006 - March 2009
Essex 2000 - 2006
IBN Finser Inc. October 1997 - December 1999
M&T Bank May 1995 - June 1997
Marine Midland Bank 1990 - 1995
Education
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1982
Graduate, Banking
Le Moyne College 1967 — 1971
BA, English
Accenture April 2015 - Present
Macy's Systems & Technology November 2009 - March 2015
Macy's Systems and Technology June 2007 - July 2009
Accenture; BellSouth March 2006 - November 2006
Accenture (Bellsouth) April 2005 - March 2006
Accenture (Bellsouth) September 2003 - April 2005
Osprey Systems and CTG 1992 - 1995
Marine Midland Bank 1980 - 1982
Marine midland bank 1980 - 1982
Skills
Testing, Business Process..., Business Intelligence, Agile Methodologies, Quality Assurance, Requirements Analysis, SDLC, Test Planning, Test Management, PMP, Project Management, Data Warehousing, Telecommunications, Software Project..., CMMI, Integration, Requirements Gathering
Education
Bryant & Stratton College 1976 — 1978
Associate, Computer Programming
AECOM April 1995 - Present
M&T Bank June 1992 - April 1995
West Valley Nuclear Services Co., Inc June 1990 - June 1992
Marine Midland Bank September 1983 - June 1990
Skills
Windows Server, Servers, Software Documentation, Troubleshooting, Security, Project Planning, Program Management, Citrix, Networking, Access, Management, Project Management, Firewalls, Telecommunications, Analysis, System Deployment, Requirements Analysis, Information Technology, Technical Support
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1982 — 1984
MBA
Ithaca College 1978 — 1982
B.S, Business Management
University at Buffalo June 2000 - Present
Inspired Design September 1996 - June 2000
Marine Midland Bank September 1985 - April 1989
GEISCO February 1979 - May 1985
M&T Bank July 1969 - February 1979
Education
Goergetown University 1981 — 1984
Master's Degree, Accounting
D'Youville College 1965 — 1969
Bachelor's Degree, Mathematics and Computer Science, 16
Family Ark General Ledger AccountantFamily ArkOctober 2011 - Present
Karen Haswell, Ph.D. January 1998 - Present
U.S. Census Bureau September 2009 - May 2011
Evening News and Tribune March 2007 - February 2009
Handmaker, Peoples and Stein January 1993 - June 2002
Marine Midland Bank July 1988 - April 1992
Skills
Microsoft Excel, Microsoft Outlook, Micorsoft Word, Navision, QuickBooks, Microsoft Office, Medisoft
Education
Medaille College 1988 — 1991
Bachelors of Science, Business Administration and Management, General
Erie Community College 1976 — 1978
Associate's Degree, Business Administration and Management, General - majoring in Accounting
Cenlar FSB May 1997 - September 2003
Sovereign Bank 1995 - 1997
Marine Midland Bank January 1978 - January 1980
Skills
Access, Banking, Financial Services, Windows, Analysis, Outlook, Finance, Mortgage Servicing, Loans, Call Center, Data Entry, Microsoft Word, PowerPoint, Call Centers, Visio, Customer Satisfaction
Education
Thomas Edison State College 2011 — 2013
Howard University 1981 — 1982
Major Commercial Bank in NY, NJ & Florida Vice PresidentMajor Commercial Bank in New Jersey & New YorkNovember 2008 - Present
Victory State Bank October 2007 - March 2008
Maira Real Estate 2006 - 2008
Always At Your Service Answering Svc July 1989 - October 2007
Always At Your Service Computers Inc. June 1996 - October 2006
Republic National Bank of New York June 1980 - January 1990
Marine Midland Bank June 1978 - June 1980
Manufacturers Hanover Trust June 1974 - June 1978
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Teaching, HTML, Budgets, C++, C, Public Speaking, Editing, Strategic Planning, Java, Negotiation, Loans, Sales, Commercial Banking, Residential Mortgages, Consumer Lending, Branch Banking, Banking, Commercial Lending, Business Development, Construction Loans, Commercial Real Estate, Finance, Management, Leadership, Financial Services
Education
John Jay College of Criminal Justice
Queen's College
Northcentral University May 2012 - June 2014
Northcentral University September 2012 - March 2013
Sweet Enterprises, Inc. May 2008 - July 2012
Champion College Services May 2011 - March 2012
Cology Inc. July 2005 - November 2007
ALB Industries 2004 - 2005
Nelnet Business Solutions 2000 - 2004
Union Bank and Trust Company 1988 - 2000
Marine Midland Bank March 1987 - April 1988
Arizona State University August 1985 - March 1987
Skills
Business Development, Management, Strategic Partnerships, Leadership, Marketing, Strategy, Team Building, Strategic Planning, Higher Education, Call Centers, Staff Development, Public Speaking, Entrepreneurship, Mergers & Acquisitions, Cross-functional Team..., Sales Management, Operations Management, Project Management, Program Management, Training, Budgets, Sales, Business Intelligence, Coaching, Recruiting, Customer Service, Enrollment Management, Human Resources, Nonprofits, Finance, Leadership Development, Product Development, Executive Management, IPO, P&L Management, IT Management, IT Solutions, Business Solutions..., Solution Architecture, Solution Implementation, Solution Development, Compliance, Agile & Waterfall..., Scrum, Marketing Management, Marketing Strategy, Client Relations, Client Services, CRM, Process Improvement
Education
Arizona State University 1986 — 1989
MPA, Budget/Finance
Northern Arizona University 1981 — 1985
BS, Antropology
Hunt Mortgage ,Inc. 2013 - 2014
AMS Servicing October 2012 - October 2013
HSBC Mortgage Corporation February 1988 - June 2012
Marine Midland Bank 1991 - 1993
Skills
Loans, Mortgage Lending, Credit, Mortgage Banking, Call Centers, Financial Analysis, Portfolio Management, Customer Service, Process Improvement, Credit Risk, Microsoft Excel, Asset Management, Former Assistant..., Former Authorized MERS..., Loan Servicing, Bankruptcy, Mortgage Servicing, Banking, FHA, Real Estate, Foreclosures, Management, Loss Mitigation
Education
Bryant and Stratton College 1982 — 1984
Associate's degree, Information Processing and Business, 3.8/4
Cheektowaga Central High School 1979 — 1982
Regents dipolma, Business Administration and Management, General
Morton Plant Mease Health Care Foundation, Inc. November 2002 - October 2011
West Coast Federal Credit Union July 1998 - November 2002
Biltmore Construction Company September 1990 - July 1998
Marine Midland Bank June 1984 - June 1990
Peter J Schmidt Company December 1982 - June 1984
Skills
Financial Reporting, General Ledger, Accounting, Reconciliation, Accruals, Fixed Assets, Reconciliations, Accounts Payable, Internal Controls, Account Reconciliation, Cost Accounting, Accounts Receivable, Monthly Close, Journal Entries, Bookkeeping, Budgeting, Payroll, Project Accounting, Audit, Cash Management, Financial Accounting
Education
St Leo University 2006 — 2010
Bryant and Stratton College 1980 — 1982
Associates
Sofia's Stoop Story: 18th Street, Brooklyn February 2014 - Present
Lindenhurst Public School District September 1989 - Present
Dowling College September 1995 - May 2005
Marine Midland Bank July 1974 - November 1978
Skills
Classroom Management, Microsoft Office, Instructional Technology, Elementary Education, Special Education, Differentiated..., Literacy, Lesson Planning, Classroom, Language Arts, Educational Leadership, Curriculum Design, K-12, Early Childhood..., Teacher Training, Educational Technology
Education
Dowling College 1989 — 1992
Master's degree, Literacy Education
Protiviti May 2013 - Present
Grupe Security and Consulting, Incorporated September 2011 - May 2013
FBI July 2008 - August 2011
FBI May 2006 - July 2007
FBI January 2001 - May 2006
FBI August 1987 - January 2001
Marine Midland Bank 1986 - 1987
Bank of Boston 1981 - 1986
Skills
Corporate Security,..., Crisis Management, Corporate Internal..., Corporate Fraud..., Anti Money Laundering, Anti-corruption, Enforcement, Criminal Investigations, Criminal Intelligence, Financial Crimes..., Terrorist Financing, FinCEN, Suspicious Activity..., USA PATRIOT Act, Executive Protection, Corporate Security, Forensic Accounting, Interrogation, Investigative Reporting, Criminal Law, Counterintelligence, Fraud, Security, Forensic Analysis, Security Management, Investigation, Private Investigations, Intelligence, AML, Expert Witness, Physical Security, Protection, Police, Certified Fraud Examiner, Intelligence Analysis, Risk Management, Internal Investigations, Federal Law, Evidence, Homeland Security, Surveillance, Crime Prevention, Background Checks, Due Diligence, White Collar Criminal..., Firearms, Counterterrorism, Criminal Justice, National Security, Security Operations
Education
C.W. Post School of Business 1985 — 1987
Master of Business Administration (M.B.A.), Finance
Central Connecticut State University 1976 — 1980
Bachelor of Science (BS), Business Administration and Management, General
Encore Gems July 2009 - December 2014
HSBC Bank 2002 - 2005
HSBC Bank USA 2001 - 2002
HSBC Bank USA 1999 - 2001
HSBC Bank USA 1995 - 1999
Marine Midland Bank 1986 - 1994
Wang Laboratories 1980 - 1986
Skills
Technical Management, Team Building, Teaching Adults, Fundraising, Jewelry Design, Business Analysis, Disaster Recovery, Vendor Management, Management, Technology Management, Project Management, Program Management, IT Management, Change Management, PMO, Management Consulting, Outsourcing, Team Leadership, Risk Management, Governance, Analysis, Process Improvement, Budgets, Business Strategy, SDLC, System Administration, Project Planning, Coaching, Human Resources, Integration, Banking, IT Service Management, IT Operations, IT Strategy, Training, Strategy, Information Technology, Leadership, Project Portfolio..., Strategic Planning, Cross-functional Team..., Business Process..., Business Intelligence
Education
Nazareth College
B.A., Management Science/English
Paychex, Inc. September 2004 - June 2015
JD Power and Associates 2004 - 2004
Mercedes-Benz USA 2001 - 2004
Unilever 1984 - 1989
Marine Midland Bank 1980 - 1984
USLife Corporation 1979 - 1980
Skills
Human Resources, Employee Benefits, HR Consulting, Sales Process, HRIS, Customer Service, Employee Relations, Outsourcing, Employment Law, Consulting, PEO, Sales, Training, Management, training and development, Leadership, CRM, Benefits Administration, Personnel Management, Salesforce.com, Recruiting, Performance Management
Education
City University of New York-Brooklyn College
B.A., Speech, Graduated Magna Cum Laude
City University of New York-Brooklyn College
Bachelor's degree, Speech Communication and Rhetoric
The NPD Group March 2015 - Present
Forrester Research April 2013 - October 2014
Reis Services LLC October 2006 - March 2013
Bowker January 2005 - September 2006
Lexis Nexis 1995 - 2000
The Chase Manhattan Bank 1991 - 1995
Marine Midland Bank 1982 - 1984
Marine Midland Bank 1982 - 1984
Skills
New Business Development, CRM, Market Research, Contract Negotiation, Sales Management, Management, Team Building, Strategic Planning, Online Publishing, Leadership, Selling, Sales Process, Business Intelligence, Direct Sales, Sales Presentations, Solution Selling, Negotiation, Marketing, Attorneys, Relationship Management, Research, Commercial Real Estate, Information Technology, Marketing Strategy, Legal Research, Sales
Education
Brooklyn Law School
JD, Commercial Law
Manhattan College
BA, History and English
Banco Popular May 2006 - Present
Hana Financial Inc. February 2005 - May 2006
Webster Business Credit February 2003 - January 2005
Sterling National Bank October 1997 - November 2002
Marine Midland Bank 1996 - 1997
Bank Central Asia 1990 - 1997
Education
Baruch College, City University of New York (CUNY) 1978 — 1987
M&T Bank September 2007 - Present
Blooming Ideas Inc 2011 - 2013
HSBC October 2005 - 2007
Key April 1993 - October 2005
Key Bank 1991 - 2005
NIAGARA ASSET 1991 - 1995
Marine Midland Bank April 1984 - July 1991
Skills
TSYS, Software Project..., System Architecture, Network Security, Information Assurance, Telecommunications, Change Leadership, Technical Leadership, Mergers, Credit Card Processing, Merchant Services, FDR, Innovative Problem..., ITIL, Credit Cards, Vendor Management, Business Analysis, Banking, Management, Process Improvement, Leadership
Education
State University of New York Empire State College
Canisius College
Erie Community College
Home Point Financial June 2015 - Present
Great Plains National Bank October 2012 - May 2015
Vantage Point Bank December 2012 - September 2013
Citizens Bank March 2010 - November 2012
JPMorgan Chase Bank February 1998 - February 2010
Marine Midland Bank January 1997 - January 1998
Fleet Mortgage January 1992 - January 1997
Skills
Real Estate, New Business Development, Investments, Retirement Planning, Asset Managment, Insurance, Business Development, Estate Planning, Strategic Planning, Small Business, Credit, Management, Customer Service, Asset Management, Investment Properties, Refinance, Residential Mortgages, Analysis, Sales, Finance, Banking, FHA, Portfolio Management
Education
State University of New York College at Oswego 1988 — 1992
BS, History, psychology
State University of New York at Oswego 1988 — 1992
Bachelor of Science, Psychology and History
Hudson Valley Community College 1985 — 1988
Associate of Science, Liberal Arts
Guttman Community College March 2014 - Present
Vaughn College of Aeronautics January 1998 - Present
Saint Joseph's College September 2010 - May 2012
Swiss Bank Corporation 1994 - 1996
SIAC 1992 - 1994
Marine Midland Bank 1988 - 1992
Education
Columbia Engineering 1988 — 1990
MS, Operations Research
Columbia University in the City of New York 1981 — 1990
BS, MS, Operations Research
Columbia Engineering 1981 — 1985
BS, Operations Research
Memorial Sloan Kettering Cancer Center 1985 - Present
Marine Midland bank 1983 - 1985
Dun and Bradstreet 1979 - 1983
Education
Stony Brook University School of Professional Development 2014 — 2018
Adelphi University 1968 — 1972
Bachelor's Degree, Biology
National Public Finance Guarantee Corp. September 2008 - Present
MBIA Insurance Corporation September 2001 - September 2008
MBIA Investment Management Corp. September 1993 - September 2001
JC Bradford & Co. 1991 - September 1993
Marine Midland Bank 1989 - 1991
Prudential Securities 1985 - September 1989
Skills
Affordable Housing, Portfolio Management, Team Leadership, Organizational..., CRM, Training, Venture Capital, Asset Managment, Investments, Public Finance, Finance, Bonds, Program Management, Financial Analysis, Fixed Income, Credit, Financial Structuring, Start-ups, Real Estate Economics, Financial Modeling, Structured Finance, Credit Analysis, Capital Markets, Investment Banking, Project Finance, Emerging Markets, Due Diligence, Corporate Finance, Private Equity, Bloomberg, Valuation, Mortgage Lending, Loans, Credit Risk, Asset Management, Securitization
Education
Columbia University - Graduate School of Architecture, Planning and Preservation
M.S., Urban Planning/Preservation
Connecticut College
B.A.
Annese and Associates January 2009 - Present
IBM November 1997 - December 2008
CTG 1995 - 1997
Ascom Timeplex 1994 - 1995
Racal-Datacom 1992 - 1994
Goldome Bank 1987 - 1992
Marine Midland Bank 1984 - 1987
US Navy 1977 - 1983
Skills
Data Center, Managed Services, Unified Communications, Virtualization, Security, VoIP, Disaster Recovery, Cisco Technologies, LAN-WAN, Wireless, Vendor Management, Troubleshooting, Network Security, VMware, Network Design, Networking, Telecommunications, Firewalls, Network Architecture, Network Engineering, Switches, Servers, DNS, Cloud Computing, WAN, Routing, Solution Selling, Storage, Citrix, HP
Education
Bishop Timon 1969 — 1977
12
Erie Community College
Morrill Associates, Inc. January 1995 - Present
Marine Midland Bank 1974 - 1982
Education
Fordham University
MBA, Finance
Wellesley College 1967 — 1971
BA, Psychology
PwC November 2014 - Present
PwC February 2011 - October 2014
Deutsche Bank July 2007 - February 2011
Skadden, Arps 2000 - 2007
Republic National Bank 1993 - 2000
Marine Midland Bank 1987 - 1993
Education
Teachers College of Columbia University 2002 — 2004
Organizational Psychology
City University of New York-Brooklyn College 1981 — 1985
BA, English
Midwood
Apartment Realty Advisors - NE March 2013 - April 2014
BlackRock 2003 - 2012
AEW Capital Management 1996 - 2003
Copley Real Estate Advisors 1994 - 1996
Copley Real Estate Advisors 1988 - 1994
Marine Midland Bank 1982 - 1986
Skills
Real Estate Economics, Asset Managment, Disposition, Valuation, Due Diligence, Real Estate Development, Portfolio Management, Negotiation, Real Estate, Asset Management, Capital Markets, Investment Properties, Strategy, Commercial Real Estate, Investments, Acquisitions, Loans, Leases, Venture Capital, Financial Structuring, Structured Finance, Equities, Dispositions
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance & Real Estate
Hamilton College 1978 — 1982
BA, Economics
Winthrop University Hospital April 2007 - Present
Winthrop University Hospital July 2000 - April 2007
Good Samaritan hospital Medical Center December 1993 - July 2000
Good Samaritan Hospital Medical Center December 1993 - December 1998
Good Samaritan Hospital Medical Center December 1987 - December 1988
Good Samaritan Hospital Medical Center October 1985 - December 1987
Marine Midland Bank June 1984 - October 1985
The Greater New York Savings Bamk June 1983 - June 1984
Skills
Revenue Cycle, Financial Analysis, Healthcare, Financial Reporting, Process Improvement, Healthcare Management, Healthcare Consulting, Healthcare Information..., Medicare, Revenue Cycle Management, Auditing, Medical Billing, Managed Care, Epic Systems, HIPAA, Medicaid
Education
LIU Post 1985 — 1988
mba, finance
Hofstra University 1980 — 1983
bba, accounting
Bank of America April 2003 - Present
Bank of America March 2012 - May 2014
Bank of America January 2008 - March 2012
Bank of America April 2004 - January 2008
Bank of America April 2003 - April 2004
Wells Fargo December 1999 - April 2003
SunTrust Bank October 1988 - May 1999
Marine Midland Bank April 1987 - October 1988
UBAF Arab American Bank January 1986 - April 1987
Dun and Bradstreet June 1983 - January 1986
Skills
Financial Services, Risk Management, Banking, Relationship Management, Analytics, Vendor Management, Credit Cards, Program Management, Database Marketing, SDLC, Portfolio Management, Business Analysis, Credit Risk, Segmentation, Strategy, Financial Risk
Education
Long Island University, C.W. Post Campus 1979 — 1983
Bachelor of Science (B.S.), Marketing / Management
Clifford and Associates 2004 - Present
Household International 1997 - 2004
Chrysler Financial Corporation 1984 - 1997
Marine Midland Bank 1988 - 1989
marine midland auto chicago 1988 - 1989
Education
Michigan State University 1978 — 1983
BBA
Dopkins & Company, LLP May 1987 - Present
Dopkins System Consultants 1987 - Present
Marine Midland Bank May 1983 - May 1987
Skills
ERP, Accounting, Management, Process Improvement, Information Security, HIPAA, IT Audit, Risk Assessment, Document Management, Accpac, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Data Privacy, Auditing, Crystal Reports, Sage CRM, Not for Profit, Budgets, Strategic Planning, Due Diligence, Not-for-profit, IT GRC, Financial Risk, GAAP, Internal Audit, Internal Controls, Managerial Finance, Financial Accounting, Enterprise Risk..., CPA, Sage ERP 300
Education
University of Rochester - Simon Business School 1981 — 1983
MBA, CIS, Finance
Canisius College 1977 — 1981
BS, Accounting
AXA Advisors April 2012 - Present
Cobblestone Financial Group July 2007 - July 2011
Community Bank, N.A. March 2003 - July 2007
M & T Bank April 1996 - December 2002
Chase Bank June 1993 - April 1996
Fleet Financial Group May 1989 - June 1993
Marine Midland Bank September 1974 - May 1989
Skills
Financial Analysis, Portfolio Management, Strategic Planning, Due Diligence, Risk Management, Commercial Lending
Education
Boston College 1970 — 1974
Bachelor of Arts, Political Science
The Weinberg Group Inc. March 1986 - Present
Marine Midland Bank 1983 - 1986
ATT Longlines 1979 - 1981
Skills
Start-ups, Strategic Planning, Strategy, Marketing Strategy, Business Development, New Business Development, Business Strategy, Lead Generation, Leadership, Management Consulting, Entrepreneurship, Pharmaceutical Industry, Management, Executive Management, Marketing, Strategic Partnerships, Mergers & Acquisitions, Program Management
Education
Carnegie Mellon University - Tepper School of Business 1981 — 1983
MS, Industrial Administration
Carnegie Mellon University 1975 — 1979
BS, Admin and Mgmt Science
MetLife February 2011 - Present
New England Financial June 2007 - February 2011
Scheff Investment Group January 2004 - June 2007
Wachovia Securities January 2000 - January 2004
A G Edwards & Sons January 1993 - January 2000
Marine Midland Bank January 1990 - January 1993
Skills
Securities, Sales, Financial Planning, Financial Services, Investments, Mutual Funds, Retirement Planning, Leadership, Wealth Management
Education
Canisius College 2008 — 2010
BS, Management
Canisius College 2005 — 2008
MBA, Financial Services
Erie Community College
AS, Business Administration
Serta Mattress Company January 2013 - Present
Serta Mattress Company May 2010 - December 2012
Abbott Laboratories February 2008 - April 2010
Kingsdown, Inc April 2003 - February 2008
Burlington Bedrooms January 1997 - January 2003
Marine Midland Bank January 1996 - January 1997
Kyle's Tavern January 1994 - January 1996
Skills
Product Management, Sales, New Business Development, Selling, Marketing Strategy, Retail, Merchandising, Negotiation, B2B, Sales Operations, Sales Presentations, Advertising, Sales Process, Key Account Management, Pricing, Pharmaceutical Sales, Training, Key Account Development, Account Management, Sales Management, Direct Sales, Cold Calling
Education
Castleton University 1990 — 1994
B.S, Business Administration; minor in Psychology
Wells Fargo Bank April 2005 - Present
NCB, FSB 2001 - 2005
National Cooperative Bank 1996 - 2005
National Westminster Bank June 1991 - June 1996
Marine Midland Bank June 1988 - June 1991
Education
Adelphi University 1988 — 1993
MS, Banking Money Management
University of Rochester 1982 — 1986
BA, Economics
New York University January 2002 - Present
NYU 2002 - 2012
Depfa Bank January 2000 - February 2008
Marine Midland Bank 1988 - 1997
manufacturers hanover trust 1969 - 1988
Education
Colgate University 1960 — 1964
Bachelor of Arts, Political Science
home 2011 - Present
ATI 2009 - 2011
Management Science Associates 1998 - 2002
Computer Task Group 1977 - 1991
University Health Center 1976 - 1977
St. Elizabeth's Hospital 1975 - 1976
Marine Midland Bank 1972 - 1975
Mellon Bank 1969 - 1972
Education
Indiana University of Pennsylvania 1965 — 1969
MOOG, Inc October 2004 - Present
Rzepka's Family Karate Center 2011 - 2014
Rzepka's Family Karate Center 2011 - 2014
Captain’s Cove September 1981 - January 2013
Kieffer Martin Ltd January 1994 - January 2004
Marine Midland Bank May 1990 - August 1994
Marine Midland Bank May 1986 - August 1990
Bryannt & Stratton April 1984 - June 1985
Skills
COBOL, VSAM, Xpediter, Abend-Aid, CA-Librarian, IDCAMS, SDF II, Panvalet, ISPF Dialog Manager, SDSF, JES2, Sysview, WLM, CICS, SPUFI, QMF, QMF for Windows, OS/390, CLIST, RACF, JCL, TSO, DB2, REXX, z/OS, zSeries, zLinux, WebSphere MQ, WebSphere Message Broker, MQSI, SDLC, Programming, Troubleshooting, Visio
Education
Medaille College
Bachelor of Arts, Business Administration
Bryant & Stratton 1983 — 1985
Associates Degree, Computer Programming
Harkness Occupational Center 1981 — 1983
Business Administration and Management, General
Maryvale High School 1979 — 1983
High School, Computers
Strategic Financial Services October 1988 - Present
Marine Midland Bank July 1984 - October 1988
Bank of New York Mellon July 1983 - July 1984
Education
Bucknell University 1978 — 1982
BA, Economics
UFA
UFA
Ingram Micro August 2003 - Present
Ingram Micro June 1998 - July 2003
Ingram Micro September 1995 - May 1998
Ingram Micro November 1991 - August 1995
Marine Midland Bank November 1986 - October 1991
Lorgues France Basketball Club August 1980 - June 1983
Skills
IT Management, IT Service Management, ITIL, Disaster Recovery, Vendor Management, IT Strategy, Data Center, Cloud Computing, Integration, Solution Implementation, SDLC, Business Analysis, Program Management, Business Intelligence, Leadership, Active Directory, Visio, Requirements Analysis, Process Improvement, PMP, Project Management, Cross-functional Team..., IT Operations, Virtualization, Bilingual English-French
Education
Colgate University 1969 — 1973
Bachelor of Arts (BA), Economics
HSBC Bank - Commercial Banking May 2000 - Present
HSBC Bank April 1992 - May 2000
Marine Midland Bank January 1988 - December 1992
Marine Midland Bank February 1984 - December 1988
Skills
Moody's Credit Trained, Notary Public, Licensed Insurance..., Commercial Banking, Credit, Banking, Small Business Lending, Retail Banking, Risk Management, Loans, Cash Management, Relationship Management, Credit Analysis, Mortgage Lending, Trade Finance, Insurance, Finance, Cross Selling, Lines Of Credit, Investments, Wealth Management, Leadership, Commercial Lending, Portfolio Management, Customer Service, Branch Banking, Credit Risk, Mergers & Acquisitions, Financial Services, Financial Risk, Credit Cards, Treasury Management, Payments
Education
UVA and Consumer Banking Association 1996 — 1998
Graduate Certificate, Commercial Banking
Mercy College 1986 — 1988
Bachelors, Finance
CCHS
Oxy January 2012 - Present
Oxy July 2008 - December 2011
Oxy August 2007 - July 2008
Oxy June 2006 - August 2007
Oxy January 2002 - June 2006
Oxy January 2000 - January 2002
Oxy May 1997 - January 2000
Oxy June 1984 - May 1997
COMPUTERPEOPLE May 1983 - June 1984
MARINE MIDLAND BANK May 1982 - May 1983
Education
State University of New York College at Buffalo 1978 — 1982
B.S., Information Systems Management
Erie Community College 1976 — 1978
A.A.S, Data Processing
JPMorgan Chase April 1986 - June 2008
Marine Midland Bank 1983 - 1986
Exxon 1980 - 1983
Skills
Visio, Program Management, Business Analysis, Management, Requirements Gathering, Testing, Software Development, Project Management, Quality Assurance, MS Project, SDLC, COBOL, Leadership, Vendor Management, Microsoft Project, Integration
Education
City University of New York-Brooklyn College
MA, English Literature
City University of New York-Brooklyn College
BA, English Literature
Wells Fargo September 2008 - Present
Bank of Montreal April 1988 - July 2008
Chemical Bank March 1986 - March 1988
Marine Midland Bank February 1983 - February 1986
Education
New York University - Leonard N. Stern School of Business 1982 — 1983
MBA, Finance
New York University 1977 — 1981
BS, Accounting
center funding PresidentCenter Funding Services, Inc1995 - Present
Marine Midland Bank 1982 - 1992
Education
Harper College 1977 — 1979
Business
Federal Deposit Insurance Corporation February 2009 - April 2011
SchoolsFirst Federal Credit Union 1994 - 2008
ITT Financial Services 1990 - 1994
Marine Midland Bank 1986 - 1990
Skills
Loans, Credit, Banking, Forecasting, Loss Mitigation, Budgeting, Financial Analysis, Compliance, Risk Management, Mortgage, Mortgage Lending, Portfolio Management, Credit Analysis, Risk, Underwriting, Real Estate, Strategic Planning, Risk Mitigation, Team Building
Education
Stanford University Graduate School of Business 2000 — 2000
Executive Development Program
California State University-Fullerton
B.A., Accounting
M&T Bank May 2009 - Present
Savvy Speakers Toastmaster Club 2005 - 2013
M&T Bank August 2005 - May 2009
Partners Trust Bank 2004 - 2007
BSB Bank & Trust 2002 - 2004
Nuvell Credit Corporation May 1999 - November 2002
HSBC January 1984 - May 1999
Marine Midland Bank 1984 - 1999
Skills
Credit, Commercial Banking, Loans, Branch Banking, Cash Management, Business Development, Treasury Management, Banking, Management, Sales, Strategic Planning, Financial Analysis, Retail Banking, Cash Flow, Team Building, Small Business Lending, Credit Analysis, Consumer Lending, Portfolio Management, Risk Management, Lines Of Credit, Mortgage Lending, Commercial Lending, Commercial Mortgages, Finance, Investments, Financial Services, Cross Selling, Underwriting
Education
Columbia College 1985 — 1992
B.S., Business Admin, Management Focus
Macquarie Capital 2009 - Present
Barclays Capital September 2008 - May 2009
Lehman Brothers 1993 - 2008
Marine Midland Bank 1989 - 1992
Skills
High Yield, Capital Markets, Investment Banking, Private Equity, Equities, Valuation, LBO, Leveraged Finance, Financial Structuring, Corporate Finance, Special Situations, Capital Structure
Education
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
MBA, Finance
Colgate University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Bloomberg February 2009 - Present
JPMorgan Chase May 2007 - February 2009
ABN AMRO August 2003 - April 2007
JPMorgan Chase May 1994 - October 2001
RBC February 1992 - April 1994
Security Pacific National Bank (Bank of America) January 1990 - February 1992
Union Bank of Switzerland March 1988 - February 1990
Marine Midland Bank February 1983 - February 1988
Credit Suisse 1982 - 1983
Bankers Trust 1980 - 1981
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
No Degree
New York University 1977 — 1980
BA
Pace University - Lubin School of Business
MBA
The Winery at Marjim Manor April 2003 - Present
Barker Central School 1993 - 2005
Singer Farms January 1991 - December 2004
Marine Midland Bank August 1980 - August 1981
Skills
Wine, Event Planning, Promotions, Public Relations, Marketing Communications, Public Speaking, Fundraising, Event Management, Marketing Strategy, Strategic Planning, Social Media Marketing, Social Media, Marketing, Wine Tasting, Team Building, Non-profits, Wineries, Negotiation, Retail, Nonprofits, Corporate Events, Media Relations, Business Planning, Start-ups, Hospitality, Trade Shows, Facebook, New Business Development, Training, Online Marketing, Social Networking, Organizational..., Coaching, Market Research, Sales, Budgets, Leadership, Business Strategy, Advertising, Account Management, Contract Negotiation, Entrepreneurship, Sales Management, Customer Service, Management, Market Planning, Press Releases, Email Marketing, Winemaking, Leadership Development
Education
Cornell University 1976 — 1980
BS, Industrial and Labor Relations
Shaker High School 1972 — 1976
New York Community Bank September 2009 - Present
Stairway Capital Management January 2008 - August 2009
Banc of America Securities January 1998 - January 2008
ABN AMRO Bank (Euram Management Subsidiary) April 1991 - January 1998
Marine Midland Bank August 1987 - April 1991
Skills
Loans, CMBS, Real Estate, Loan Origination, Construction Loans, Workout, Disposition, Asset Management, Real Estate Financing, Commercial Mortgages, Due Diligence
Education
Pace University - Lubin School of Business 1979 — 1981
MBA, Finance
Lafayette College 1974 — 1978
BA, Economics
Women's Enterprise Development Center Inc. September 2010 - Present
Shore Grant Services November 2008 - Present
League of Women Voters 2011 - 2013
YWCA of White Plains and Central Westchester March 2010 - March 2011
Western Union Financial Services April 1992 - May 1995
Chase Manhattan Bank 1988 - 1992
Marine Midland Bank 1986 - 1988
Sperry Systems Management 1977 - 1984
Skills
Effective Communicator, Project Management..., Organized, Non-profits, Fundraising, Entrepreneurship, Public Speaking, Program Development, Program Management, Business Strategy, Budgets, Community Outreach, Grants, New Business Development, Economic Development, Nonprofits, Small Business, Strategy, Project Management, Proposal Writing, Community Development, Grant Preparation, Grant Administration, Grant Writing, Marketing, Philanthropy, Strategic Planning, Management, Research, Public Relations, Leadership, Event Planning, Social Networking, Social Media, Leadership Development
Education
Columbia University - Columbia Business School 1985 — 1986
MBA, Finance
Polytechnic Institute of New York 1980 — 1984
M.S., Operations Research
C.W.Post University 1973 — 1977
B.S., Mathematics and Spanish
Credit Suisse VP FX OperationsDeutsche BankFebruary 1994 - February 1998
Citibank 1985 - 1994
Coopers & Lybrand 1984 - 1985
J Henry Schroeder Bank & Trust 1983 - 1984
Marine Midland Bank 1979 - 1983
Skills
Investment Banking
Education
City University of New York-Brooklyn College 1976 — 1980
BS, Accounting
Morgan Stanley Private Bank, NA October 2013 - Present
Citibank, NA 2003 - 2013
HSBC 2000 - 2002
Republic National Bank 1998 - 2000
Marine Midland Bank 1986 - 1998
Skills
Estate Planning, Trust Services, Wealth Management, Trusts, Asset Management, Wealth Management..., Private Banking, High Net Worth..., Investments, Financial Services, Alternative Investments, Portfolio Management, Equities, FINRA, Retirement Planning
Education
Adelphi University
Paralegal Certificate, Trusts & Estates
State University of New York College at Brockport
Bachelor of Science (BS)
New York University January 2001 - Present
Depfa Bank January 2000 - February 2008
Marine Midland Bank 1988 - 1997
Manufacturers Hanover Trust November 1969 - November 1988
Skills
Credit Analysis, Loans, Public Finance, Strategic Planning, Capital Markets, Corporate Finance, Fixed Income, Derivatives, Portfolio Management, Structured Finance, Risk Management, Financial Modeling, Investment Banking, Asset Management, Financial Analysis
Education
Colgate University 1960 — 1964
B.A., political science
DDemarco Consulting, LLC June 2013 - Present
Wells Fargo Bank 2008 - June 2012
Wells Fargo 1996 - 2008
Wells Fargo 1992 - 1996
Wells Fargo 1991 - 1992
Wells Fargo 1987 - 1991
Wells Fargo 1985 - 1987
Marine Midland Bank 1982 - 1985
City Federal Savings and Loan Association 1978 - 1982
Education
Montclair State University
Bachelor of Science (B.S.) Business Administration, Management & Organizational Behavior, Marketing
Weichert, Realtors - Cress & Company 1991 - Present
Banner Loan & Investment Bank 1993 - 1994
Jefferson Loan & Investment Bank 1989 - 1991
Bank of New England 1988 - 1990
Fleet Financial Group 1986 - 1988
Marine Midland Bank 1981 - 1986
American Express Card Division 1980 - 1981
Eutectic Castolin 1978 - 1980
Skills
Corporate Finance
Education
Hofstra University 1976 — 1978
BBA, Accounting
stella maris hs
Patrin Pharma 2007 - Present
Bank of America 2008 - 2009
Bank of America 2002 - 2007
Bank of America 2001 - 2002
Bank of America 1998 - 2000
Bank of America 1994 - 1998
Barclays American Mortgage 1986 - 1992
Marine Midland Bank 1984 - 1986
Johnson & Johnson 1982 - 1984
Skills
Strategy, Strategic Partnerships, Analytics, Product Management, Business Development, Leadership, Management, E-commerce, Program Management, Process Improvement, Business Strategy, Enterprise Software, Business Intelligence, Mergers & Acquisitions, Analysis, Operations Management, P&L Management, Risk Management, Customer Acquisition, Banking, Relationship Management, Integration, Sales Process, Marketing, Mergers, Sales
Education
Harvard Business School 1980 — 1982
MBA
Northwestern University 1974 — 1978
BS
MasterCard Worldwide August 2011 - Present
The Synergos Institute February 2010 - August 2011
MasterCard Foundation February 2009 - July 2009
Citigroup Foundation June 2000 - December 2008
Federal Reserve Bank of New York May 1996 - June 2000
Catholic Relief Services July 1994 - December 1995
CARE International May 1992 - July 1993
Peace Corps April 1988 - June 1990
Marine Midland Bank February 1986 - March 1988
Skills
Grant Writing, Philanthropy, Process Improvement, Microfinance, Strategic Planning, Community Development, Non-profits, Strategy, International..., Program Management, Grants, Program Development, Proposal Writing, Social Entrepreneurship, Economic Development, NGOs, Leadership, International Relations
Education
Columbia University - Columbia Business School 1992 — 1994
MBA/MIA, Finance and International Affairs
Columbia University - School of International and Public Affairs 1991 — 1993
MIA, Project Management
Georgetown University 1981 — 1986
BA, Business
Fitch Ratings May 2003 - Present
BARCLAYS CAPITAL, NY 1994 - 2003
Barclays Capital 1987 - 1994
Marine Midland Bank June 1982 - October 1987
Education
Pace University 1980 — 1982
MBA, Finance
City University of New York-Herbert H. Lehman College 1964 — 1968
BA, Sociology
Société Générale August 1993 - Present
Client Credit Group June 1999 - June 2008
Capital Markets Credit Group August 1996 - June 1999
Audit Department - Capital Markets Audit Team August 1993 - August 1996
I.B.J. Schroder Bank & Trust Co. June 1992 - June 1993
Marine Midland Bank June 1989 - June 1992
Skills
Structured Finance, Capital Markets, Financial Structuring, Credit Risk, Investment Banking, Structured Products, Derivatives, Bonds, Banking, FX Options, Trading, Bloomberg, Equity Derivatives, Securitization, Project Finance, Interest Rate..., Leveraged Finance, Basel II, Credit Analysis, Market Risk, Swaps, Corporate Finance, Financial Modeling, Financial Markets, Hedge Funds, Options, Portfolio Management, Valuation, Asset Management, Fixed Income, Equities, Credit Derivatives, Operational Risk, Financial Risk, Loans, Risk Management, Trade Finance, Emerging Markets, Private Equity, Syndications, Commercial Banking, Credit, Commodity
Education
Pace University - Lubin School of Business
Master’s Degree, Accounting and Finance
Baruch College, City University of New York (CUNY) 1984 — 1988
Bachelor of Science (BS), Finance and Economics
Young Americans Center for Financial Education December 2014 - Present
Young Americans Center for Financial Education December 2014 - Present
CCI October 2013 - October 2014
CCI December 2009 - October 2013
The Children's School 2003 - 2005
Time Inc. 1996 - 1998
Sports Illustrated 1992 - 1996
Sports Illustrated 1992 - 1993
Chase Manhattan Bank 1990 - 1990
Marine Midland Bank 1987 - 1990
Skills
Strategic Partnerships, Leadership, Healthcare, Fundraising, Strategic Planning, Nonprofits, Sales, Strategy, Business Development, Program Management, Marketing Communications, Start-ups, Hospitals, Sales Management, Marketing Strategy, Management, New Business Development, Entrepreneurship, Cross-functional Team..., Business Strategy, Competitive Analysis, Management Consulting
Education
Harvard Business School 1990 — 1992
MBA
Georgetown University - The McDonough School of Business 1984 — 1987
BSBA, Finance
Fannie Mae April 2013 - Present
Bank of America February 2012 - April 2013
Broadridge Financial Solutions March 2010 - November 2010
IKEA February 2004 - May 2005
TIAA-CREF August 2001 - December 2003
TIAA-CREF May 2000 - August 2001
Municipal Credit Union December 1996 - August 1998
MARINE MIDLAND BANK October 1994 - December 1996
Skills
Analysis, Process Improvement, Visio, Microsoft SQL Server, Microsoft Excel, SDLC, Problem Solving, Team Building, Budgeting, Forecasting, Regression Testing, Business Process..., Due Diligence, Operations Research, Oracle SQL, Visual Studio, Pivot Tables, PowerPoint development, Process Excellence, Data Mining, Data Analysis, Budgets, Business Analysis, Finance, Management, Project Management, Risk Management, Vendor Management, Business Process, Financial Services, Strategy, Financial Analysis, SQL, Banking, Tableau
Education
Boston University 2010 — 2011
Certificate
Hofstra University 1998 — 2000
BBA
Hofstra University 1998 — 2000
BBA
Nassau Community College 1992 — 1994
AAS
Buffalo X-Ray NDT, LLC January 2011 - Present
Nickel City CAD, Inc 2003 - 2011
Buffalo X-Ray May 1999 - December 2010
Southtownns Radiology/Pinnacle Imaging 2008 - 2010
Marine Midland Bank 1983 - 1995
Skills
Payroll, Budgets, Strategic Planning, Customer Service, Account Management, Team Building, Process Improvement, Accounting, Financial Reporting, Internal Controls, Accounts Receivable, Financial Analysis, Sales Management
Education
Canisius College 1985 — 1988
MBA, Management
Canisius College 1973 — 1977
BS, Management
Fiduciary Trust Company International August 1996 - Present
Marine Midland Bank 1983 - 1996
Midwest Clearing Corp 1981 - 1983
Education
City University of New York-College of Staten Island 1975 — 1976
Business
Clover School District August 2009 - Present
PetTransporter Worldwide Inc. 2004 - 2008
Fleet Bank 1991 - 1994
Manufacturers Hanover Trust January 1991 - November 1991
Marine Midland Bank September 1989 - January 1991
Marine Midland Bank September 1988 - September 1989
Education
Concordia University-Wisconsin
Masters, Business Administration
LIU Post 1986 — 1988
Bachelor of Science, Business Administration/Finance
Suffolk County Community College 1983 — 1986
Associates, Business Administration
United Way of Greater Atlanta November 2014 - Present
United Way of Greater Atlanta 2008 - 2014
Parks and Mottola 1995 - 2014
Newnan-Coweta Preservation Trust 2001 - 2005
Bank of Boston 1989 - 1995
Jamestown Properties, Ltd. 1988 - 1989
Security Pacific National Bank 1986 - 1988
Marine Midland Bank 1984 - 1986
Skills
Strategic Planning, Program Management, Non-profits, Financial Analysis, Nonprofits, Leadership, Program Development, Project Management, Team Leadership, Management, Fundraising, Data Analysis, Leadership Development, Analysis, Change Management, Business Process..., Project Planning, Management Consulting, Strategy
Education
Emory University - Goizueta Business School
Master of Business Administration (MBA), Finance and Healthcare
The College of William and Mary 1980 — 1984
BA, Economics
Lowe's Home Improvement May 2014 - Present
PathStone Enterprise Center, Inc. June 1995 - May 2011
CItibank, N.A. September 1990 - May 1995
Marine Midland Bank June 1986 - April 1990
Skills
Small Business Lending, Loans, Portfolio Management, Customer Service, Economic Development, Business Development, Commercial Real Estate, Commercial Lending, Nonprofits, Fundraising, Volunteer Management, Community Outreach, Program Development, Grant Writing, Sales, Community Development, Event Planning, Small Business, Strategic Planning, Non-profits
Education
Rochester Institute of Technology 1978 — 1980
B.S., Business Administration
Dutchess Community College 1976 — 1978
AAS, Bus. Admin.
Curti & Associates August 2010 - Present
National City Bank April 2008 - April 2010
Professional Planners May 2002 - February 2008
Morgan Stanley September 2001 - May 2002
Oppenheimer December 1996 - August 2001
Bank of America (Security Pacific) June 1985 - December 1996
Marine Midland Bank June 1983 - August 1985
Spear Leeds & Kellogg March 1980 - June 1983
Merril Lynch July 1974 - March 1980
Skills
Fixed Annuities, Management, Bonds, Small Business, Investments, Securities, Customer Service, Banking
Education
City University of New York-Brooklyn College 1974 — 1984
No, Liberal Arts and Sciences/Liberal Studies
Hutchin Hill Capital, LP January 2015 - Present
Deutsche Bank Securities 1997 - June 2011
Paribas Capital Markets 1994 - 1997
GE Capital Aviation Services (GECAS) 1990 - 1994
Morgan Stanley & Co. Incorporated 1986 - 1990
Marine Midland Bank 1984 - 1986
Education
Colgate University 1979 — 1983
A.B., Economics, Asian Studies
South Nassau Communities Hospital 1991 - Present
Citibank February 1989 - May 2004
Citibank February 1989 - August 2003
Bank Leumi August 1986 - February 1989
Marine Midland Bank April 1984 - May 1986
European American Bank October 1974 - April 1984
Franklin NationalBank July 1963 - October 1974
Gettysburg College 1957 - 1963
Skills
Credit, Banking, Credit Analysis, Process Improvement, Commercial Banking, Budgets, Financial Analysis, Sales Management, Leadership, Finance, Loans, Mortgage Lending, Strategic Financial..., Management, Risk Management, Portfolio Management, Business Analysis, Credit Risk, Strategic Planning, Commercial Lending, Financial Reporting, Financial Services
Education
Hofstra University 1967 — 1973
MBA, FINANCE
Gettysburg College 1957 — 1963
BA, BUSINESS ADMINISTRATION
Gosnold on Cape Cod January 2014 - August 2015
SportsMoney LLC October 2012 - December 2013
CapeView Property Services March 2009 - December 2013
Bank of Cape Cod May 2006 - May 2008
Citizens Bank of MA (RBS) November 1991 - April 2006
Boston Five Cents Savings Bank April 1991 - November 1991
Marine Midland Bank November 1988 - April 1991
EAB (European American Bank) June 1986 - November 1988
Skills
Commercial Lending, Loans, Real Estate, Mergers & Acquisitions, Credit Analysis, Entrepreneurship, Leadership, Property Management, Small Business, Marketing, Managerial Finance, New Business Development, Mergers, Customer Service, Commercial Real Estate, Banking, Strategic Planning, Business Strategy, Restructuring, Credit, Event Planning, Finance, Investments, Portfolio Management, Executive Management, Due Diligence, Start-ups, Financial Analysis, Strategic Financial..., Risk Management
Education
Fairfield University 1982 — 1986
BA, Economics, Philosophy
SYSCO-SYRACUSE December 2010 - Present
JOHNSTON PAPER COMPANY April 2008 - December 2010
MAPLE LEAF FOODS May 1994 - March 2008
RYKOFF-SEXTON August 1990 - May 1994
DUBOIS CHEMICALS November 1987 - August 1990
MARINE MIDLAND BANK February 1986 - November 1987
MOUNTAIN JACKS RESTAURANT January 1981 - January 1984
MARRIOTT CORP January 1974 - January 1981
Skills
Food, Sales, Restaurant Management, Culinary Skills, Menu Development, Income Statement, Catering, Cooking, Sales Management, Customer Satisfaction, Management, Marketing, Restaurants, B2B, Employee Training, New Business Development, Cold Calling, Grocery, Inventory Control
Education
Erie Community College 1984 — 1986
A.A.S. Degree, Data Processing
SUNY at Delhi 1972 — 1974
Associate of Arts and Sciences (AAS), Food Service Management
Ecology & Environment, Inc. March 2013 - Present
HSBC Bank USA, NA February 2011 - February 2013
MXenergy October 2007 - February 2011
HSBC 2001 - 2007
Menorah Campus, Inc 1997 - 2001
Tri-County Memorial Hospital 1995 - 1997
Kaleida Health 1991 - 1995
Marine Midland Bank 1989 - 1991
Price Waterhouse Coopers 1984 - 1989
Skills
SOX, SEC reporting, Financial Reporting, Budgeting, Accounting, Controller, Staff Management, Process Improvement, Internal Audit
Education
Canisius College 1978 — 1982
Bachelor of Science, Accounting
American Express Bank 1989 - 2008
Marine Midland Bank 1971 - 1987
Skills
Strategic Planning, Managing for..., Corporate Governance, Risk Management, Investments, Mergers, Mergers & Acquisitions, Due Diligence, Capital Markets, Corporate Finance, Banking
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1969 — 1971
MA, International Economics, Latin American Studies
Harvard University 1965 — 1969
AB, Social Sciences
CIT Group Inc. February 2002 - Present
Merrill Lynch 1991 - 2001
Marine Midland Bank 1989 - 1991
Drexel Burnham Lambert 1986 - 1989
EF Hutton 1983 - 1986
Skills
Financial Modeling, Hyperion Enterprise, Cash Management, Restructuring, Accounting, Mergers, Forecasting, Financial Accounting, Income Statement, Financial Analysis, Budgets, Corporate Finance, Outsourcing, Strategic Financial...
Education
New York University - Leonard N. Stern School of Business 1986 — 1989
MBA, Finance and International Business
Ithaca College 1978 — 1982
BS, Finance and Management
Office of Human Affairs c/o Newport News Neighborhood Federal Credit Union February 2004 - July 2007
First Baptist Church Denbigh-Child Development Center September 2001 - January 2004
Bank of America, N.A. - (former name, Nations Bank) January 1997 - September 2001
Crestar Bank 1995 - 1997
Tidewater Telephone Employees Credit Union January 1989 - April 1991
Dominion Bank January 1987 - January 1989
United Virginia Bank January 1985 - January 1987
Marine Midland Bank January 1984 - July 1984
Skills
Customer Service, Relationship Sales, Bank Reconciliation, Loan Analysis, Bookkeeping, Financial Statement..., Income Tax Preparation, ADP Payroll Posting, Records Management, Loans, Accounts Payable, Sales, Microsoft Word, Tax Preparation, Microsoft Excel, Banking, Finance, Payments, Deposits, Retail Banking, Account Reconciliation, Accounting, Management, Bonds, Small Business Lending, Accounts Receivable, Consumer Lending, Team Building, Cash Flow, Credit Unions, Financial Statements, Credit, Commercial Banking, Cash Management, Commercial Lending, PowerPoint, Cash, Auditing, Lines Of Credit, Cross Selling, Marketing, Microsoft Office, Financial Analysis
Education
Averett University 2005 — 2009
MBA, Business Administration - Management
Saint Leo University 1986 — 1994
Bachelor, Business Administration
Keith Lapinski Inc 1988 - Present
First Fidelity Bank 1987 - 1988
Marine Midland Bank 1986 - 1987
Skills
Home Decor Commercial..., Advertising, Location, Editorial, Large Scale Production, Set Building, Locations, Commercial Photography, Photo Shoot Production, Catalogs, Set Construction, Creative Direction, Video, CRM, Photo Shoots, Fashion Photography, Art Direction, Photography, Mass Production, Fashion, Image Editing, Fashion Shows, Still Life, Beauty Industry
Education
Montclair State University
American Business Academy
The Jones Group Inc. October 1991 - October 1993
Ellen Tracy September 1989 - October 1991
Harve Benard Ltd. April 1985 - September 1989
Elie Tahari June 1984 - March 1985
Benton & Bowles, Inc July 1981 - August 1983
Marine Midland Bank June 1977 - December 1979
Skills
Fine Art, Art, Painting
Education
Wharton Business School 1980 — 1981
Master of Business Administration (M.B.A.), Marketing and finance
Fashion Institute of Technology 1983 — 1984
Associate in Applied Sciences, Fashion/Apparel Design
Wesleyan University 1973 — 1977
Bachelor of Arts (B.A.), Economics and Asian Studies
PSEG 1999 - Present
PSE&G July 1988 - August 1999
PSE&G 1980 - 1988
Grumman Aersospace 1978 - 1979
Marine Midland Bank 1974 - 1976
Skills
Problem Solving, microsoft office, public speaking, research, data analysis, accident investigation, team facilitation and..., SharePoint, Communication Written, Oral Communications, Data Analysis, Accident Investigation, TapRoot problem solving..., Microsoft Excel, Microsoft Word, Adobe Creative Suite, industrial hygiene, Fine Art Photography, Travel Photography, Videography, Staff Supervision, Leadership, Research, Supervision, Microsoft Office, Safety Management..., Process Improvement, Industrial Hygiene, Public Speaking, Project Planning, Project Coordination, Project Management, Change Management, Management, Program Management, Project Delivery, Risk Management, Budget, Business Process..., Small Business, PowerPoint, Behavior Based Safety, PhootoShop, Photomatix pro, Budgets, Energy, Power Generation, Training, Power Plants, Contract Management
Education
Rutgers, The State University of New Jersey-Newark 1977 — 1978
biology, organic and bio-chemistry
New York University 1972 — 1974
MBA, Management
New York University 1968 — 1972
Bachelor of Engineering (BE), Industrial Engineering
PNC May 1998 - Present
PNC Capital Markets May 1998 - Present
CoreStates Bank May 1996 - May 1998
Barclays Global Capital 1989 - May 1996
Marine Midland Bank 1988 - 1989
Prudential-Bache Securites 1987 - 1988
Skills
Capital Markets, Banking, FX Options, Investments, Hedging, Derivatives, Options, Series 7, Fixed Income, Valuation, Asset Managment, Securities, Currency, Credit, Risk Management, Equities, Bloomberg, Alternative Investments
Education
Dickinson College 1983 — 1987
BA, Econcomics, East Asian Studies
Crown Brands, LLC November 2014 - Present
CW Supply & TonerHead, Inc. February 2012 - October 2014
Carolina Wholesale Group, Inc September 2003 - February 2012
Self June 2002 - August 2003
Smith Corona Corporation January 1992 - May 2002
Fisher Price December 1991 - December 1993
Sullivan Graphics, Inc. September 1989 - November 1991
Williams Advanced Materials, Inc. December 1986 - August 1989
Ernst & Whinney/KPMG Peat Marwick September 1983 - December 1986
Marine Midland Bank September 1981 - December 1986
Skills
Strategic Planning, Cross-functional Team..., New Business Development, Business Planning, Start-ups, Team Building, Mergers & Acquisitions, Acquisition Integration, Growth Strategies, Process Improvement, Forecasting, Key Performance..., Performance Measurement, Financial Analysis, Budgets, Leadership, Negotiation, Strategy, Turn Around Management, Turnaround Experience, Restructuring, Cash Flow Forecasting, Working Capital..., Supply Chain Management, International Operations, Contract Negotiation, Contract Management, Operations Management, Executive Management, Management, Risk Management, Brand Management, Banking, Corporate Finance, P&L Management, Purchasing, Manufacturing, Private Equity, Due Diligence, Pricing, Accounting, Finance, Payroll, Internal Controls, Corporate Governance, Investment Banking, Sales Growth, Sales Management, Management Consulting, ERP Implementations
Education
Canisius College 1978 — 1982
Bachelors of Science
Royalton Hartland High School
High School
Business Machines of America January 2010 - Present
The Repo Depot 1993 - Present
Pyramid Management Group July 1993 - September 1996
Marine Midland Bank January 1987 - October 1992
Skills
Budgets, Selling
Education
State University of New York at Binghamton 1984 — 1987
MBA, Business Management
Harpur College
BA, Psychology
Royal Bank of Scotland February 2011 - Present
First New York Securities March 2002 - November 2010
Instinet Corporation January 1997 - March 2002
Instinet Corporation December 1992 - December 1996
Marine Midland Bank December 1990 - December 1992
Oppenheimer & Co. February 1989 - December 1990
Oppenheimer & Co. January 1985 - January 1989
Skills
Account Reconciliation, Equities, Settlement, Trading, Mergers & Acquisitions, Hedge Funds, Asset Managment, Management, Middle Office, Securities, Capital Markets, Investment Banking, Back Office, Electronic Trading, Fixed Income, Commodity, Microsoft Excel, Prime Brokerage, Bloomberg, Options, Trading Systems, Asset Management, FX Options, Valuation, Credit, Derivatives, Proprietary Trading, Accounting, Bonds, Investments
Education
Fairleigh Dickinson University
Bachelor of Science, Econonics and Finance
Capital D. F. Associates Inc. May 1995 - Present
La Salle Business Credit, Inc. October 1991 - April 1995
KAF Check Cashing, Inc. September 1987 - November 1994
La Salle Business Credit, Inc. May 1989 - October 1991
Marine Midland Bank April 1987 - August 1988
National Westminster Bank March 1975 - April 1987
Marine Midland Bank December 1972 - February 1975
Bankers Trust Company January 1969 - December 1972
Skills
Asset Based Lending, Loans, Credit Analysis, Commercial Lending
Education
Hofstra University 1964 — 1968
BBA, Accounting
HSBC July 2013 - Present
Robinson Home Products June 2007 - March 2013
Fisher-Price February 2002 - June 2005
Transamerica September 1999 - January 2001
Clientlogic/Softbank September 1995 - September 1999
Marine Midland Bank 1983 - 1991
Skills
Close Attention to..., Methodical, Highly Organized &..., Reliable, Conscientious, MAS500, Pivot Tables, Journal Entries, Accurate Record Keeping, Compliance, Bank Reconciliation, Accounts Payable, Account Reconciliation, G/L Reconciliations, Microsoft Dynamics SL, Forecasting, Accounts Receivable, Monthly Close Process, Mas 90, Monthly Close, Cash Receipts, Accruals, Monthly Closing, Sales & Use Tax, Great Plains Software, Multi-State Sales Tax, Petty Cash, Payments, Balance, Vlookup, Trial Balance
Education
Canisius College
Bachelor of Science (BS), Accounting
American Institute of Banking 1980 — 1984
Foundations of Banking Diploma, Principles of Banking, Money and Banking, Consumer Lending
ST MARY'S HIGH SCHOOL
NCO Financial Systems January 1989 - Present
Marine Midland Bank 1985 - 1989
Great Lakes Collection Bureau 1980 - 1985
Education
Lake Shore Central High School 1975 — 1978
Regents, Business
Erie Community College
Accounting and Business/Management
HSBC Securities (USA) Inc July 2011 - Present
HSBC Bank USA January 2011 - June 2011
HSBC Bank USA August 2003 - January 2011
HSBC Bank USA June 2000 - August 2003
HSBC Bank USA June 1997 - June 2000
Marine Midland Bank November 1994 - June 1997
Skills
AML, KYC, Correspondent Banking, OFAC, Commercial Banking, Bank Secrecy Act, Financial Institutions, USA PATRIOT Act, Payments, Anti Money Laundering, SWIFT payments, Risk Management, Transaction Processing, Trade Finance, Financial Transactions, Cash Management, ACH, Sanction, Letters of Credit, Relationship Management, Banking Relationships, Core Banking, Financial Risk, Banking, Payment Systems, Foreign Exchange, Risk Analysis, Deposits, Due Diligence, Financial Analysis
Education
Wilmington University 2011 — 2014
MBA, Business Administration and Management, General
Houghton College 1990 — 1994
BS, Political Science
JEA 1993 - 2013
Deloitte 1992 - 1993
MBIA 1986 - 1990
Marine Midland Bank 1982 - 1986
Skills
CPA - Active (Florida), Certified Six Sigma..., Financial Analysis, Financial Modeling, Strategic Planning, Capital Budgeting, Process Improvement, Financial Research, Enterprise Risk Analysis, Project Management
Education
New York University 1978 — 1984
Master of Business Administration (MBA), Finance
Connecticut College 1970 — 1984
Bachelor of Arts (BA), Economics
University of North Florida 1991 — 1993
Accounting