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
ADP August 2000 - Present
Laureate Capital June 1998 - September 2000
Marine Midland Bank January 1996 - June 1998
Key Bank January 1992 - January 1996
KeyCorp 1990 - 1992
Key Bank of NY January 1988 - January 1991
Skills
Payroll Taxes, ADP Payroll, Purchasing, Mortgage Banking, Commercial Mortgages, FPC Certified, Training, Public Speaking, Accounting, Payroll, Process Improvement, Leadership, Access, Loans, Management, Financial Analysis, Team Building, Customer Satisfaction, Microsoft Word, Outlook, Sales, Coaching, Time Management, Customer Service, Software Documentation, Microsoft Office, Banking, Finance, Call Centers, Account Management, Team Leadership, Negotiation, Human Resources, Performance Management, Analysis, Employee Benefits, Strategic Planning, Recruiting, Customer Retention, Program Management, Marketing, Employee Training
Education
American Institute of Banking 1988 — 2000
Bank Operations, Banking Operations Certifcate Program
State University of New York College at Buffalo 1987 — 1988
McKinley Vocational HS 1982 — 1986
Regents Diploma, ACR
First Niagara Bank February 2014 - Present
First Niagara Bank December 2011 - February 2014
Case Consulting Enterprises, LLC June 2011 - December 2011
HSBC August 2010 - February 2011
HSBC 2004 - August 2010
HSBC November 1999 - January 2004
Marine Midland Bank 1982 - 1988
Bunker Ramo 1978 - 1981
Skills
Data Center Migration, Data Center Architecture, Enterprise Architecture, Disaster Recovery, IT Operations, Systems Analysis, Strategic Planning, Sustainability, Business Continuity, IT Strategy, Vendor Management, ITIL, Solution Architecture, IT Management, SDLC, Cloud Computing, Virtualization, Integration, Infrastructure..., Business Analysis, Technical Architecture, Architecture, Capacity Planning, Infrastructure..., Data Center, Resiliency, SAN, Program Management, Information Technology, Change Management, System Deployment, Security, Project Planning, VMware, Infrastructure, Process Improvement, IT Service Management, Pre-sales, Citrix, Databases, Unix, Strategy, Management, DNS, Governance, Project Portfolio..., Information Security, PMP, PMO, Service Delivery
Education
State University of New York College at Brockport 1973 — 1977
Bachelors, Computer Science, Business
Williamsville North 1969 — 1973
Portfolio Wealth Advisors January 2014 - Present
Portfolio LLC September 2009 - December 2013
Red River Advisors LLC September 2009 - December 2013
Charles Schwab 1997 - 2009
John Hancock Life Insurance Company (U.S.A.) August 1995 - October 1997
InterSecurities AEGON Insurance Group January 1990 - July 1995
Marine Midland Bank 1984 - 1990
Southwestern Company 1974 - 1976
Skills
Retirement Planning, Investments, Asset Management, Asset Managment, Estate Planning, Strategic Financial..., High Net Worth..., Alternative Investments, Asset Allocation, Wealth Management, Portfolio Management, Equities, Fixed Income, Financial Modeling, Investment Advisory, Investment Strategies, Financial Analysis, Risk Management, Investment Management, Insurance, Finance, Securities, Mutual Funds, Retirement, Hedge Funds, Trading, Financial Advisory, Series 63, Options, Financial Risk, Personal Finance, Wealth Management..., Financial Planning
Education
University of Oklahoma 1976 — 1979
B.A., Political Science - Pre Law
Texas State University 1974 — 1976
Bachelor’s Degree, Political Science
Sam Houston State University 1973 — 1974
Bachelor’s Degree, Business/Commerce, General
Square 1 Bank 2012 - Present
Citibank 2009 - 2012
Wells Fargo 2008 - 2009
Wachovia Bank 2001 - 2008
First Union Bank 2000 - 2001
First Union Bank 1999 - 2000
CoreStates Bank 1993 - 1999
CoreStates Bank 1991 - 1993
CoreStates Bank 1985 - 1991
Marine Midland Bank 1983 - 1985
Skills
Leadership, Management, Strategy, Cross-functional Team..., Process Improvement, Banking, Risk Management, Team Building, Strategic Planning, Start-ups, Executive Management, Mergers & Acquisitions, CRM, Operations Management, Team Leadership, Cash Management, Leadership Development, Project Management, Team Motivation
Education
United States Military Academy at West Point 1972 — 1976
Bachelor of Science, Engineering
First Niagara Bank December 2014 - Present
First Niagara Bank August 2011 - November 2014
HSBC Bank USA 2008 - 2011
HSBC Mortgage Corporation, USA 2004 - 2008
HSBC Bank USA 1997 - 2004
Marine Midland Bank 1992 - 1997
Marine Midland Bank 1990 - 1992
Marine Midland Bank 1987 - 1990
Skills
Marketing, Training, Time Management, Home Equity, Leadership, Product Development, Retail, Cross Selling, Retail Banking, Commercial Banking, Credit, Portfolio Management, Forecasting, Management, Banking, Analytics, Credit Risk, CRM, Cross-functional Team..., Business Development, Credit Analysis, Vendor Management, Financial Analysis, Financial Services, Loans, Sales, Strategy, Strategic Planning, Financial Risk, Underwriting, Relationship Management, Program Management, Segmentation, P&L Management, Consumer Lending
Education
University at Buffalo
BS - School of Management, Finance, Marketing
Brean Capital, LLC April 2015 - Present
Gateway Partners September 2014 - April 2015
CRT Capital Group November 2010 - April 2014
Sandler O'Neill March 2009 - November 2010
JPMorgan Chase July 2003 - March 2009
JPMorgan Chase April 2001 - June 2003
JPMorgan Chase March 1999 - March 2001
Donaldson, Lufkin & Jenrette March 1996 - March 1999
Merrill Lynch July 1985 - March 1996
marine midland bank June 1984 - July 1985
Skills
Fixed Income, Structured Products, Options, Interest Rate..., Portfolio Management, Hedge Funds, Technical Analysis, Bonds, Capital Markets, Derivatives, Trading, Investments, Sales, Series 7, Securities, Series 63, MBS, Rates, Financial Markets, ABS, Hedging, Swaps, Series 24, Bloomberg, Bloomberg Terminal, Interest Rate Swaps
Education
University of Rochester 1980 — 1984
BA, Economics
DH Bond Analysis, LLC June 2014 - April 2015
Janney Montgomery Scott October 2012 - January 2014
M&T Securities August 2008 - October 2012
Ferris Baker Watts May 2005 - September 2008
Legg Mason January 1999 - May 2003
Alex Brown & Sons, BT Alex Brown October 1991 - December 1998
E.A. Moos & Co October 1987 - October 1991
Marine Midland Bank May 1986 - October 1987
Skills
Municipalities, Bonds, Public Finance, Municipal Bonds, municipal research, Fixed Income, Series 7, Bloomberg, Capital Markets, Alternative Investments, High Yield, Securities, Mutual Funds, Investment Banking, Series 63, FINRA, Asset Allocation, Hedge Funds, Asset Management, Portfolio Management, Investment Management, Structured Finance, Equities, Investment Strategies, Investment Advisory, Investments
Education
Syracuse University 1982 — 1986
Bachelor of Fine Arts, Musical Theater, Business Minor, Concentration in Computers, 3.75 GPA
Chatham Central High School, Chatham, NY
HSBC Bank February 2011 - Present
HSBC Bank February 2005 - February 2011
M&T Bank February 2001 - February 2005
Moore Research March 1999 - January 2001
Hanford Bay Associates, LTD January 1989 - December 1998
Barrister Information Systems November 1984 - January 1989
Marine Midland Bank February 1981 - November 1984
Skills
Project Portfolio..., Vendor Management, Project Management, Product Management, Process Improvement, PMP, PMO, Business Analysis, Banking, SDLC, Risk Management, Requirements Analysis, Software Project..., Testing, Procurement Management..., Employee Engagement..., Finanical Planning &..., Project Turn-around, Change Management, Program Management, Project Governance, Anti Money Laundering, Management, Strategy
Education
Niagara University
BA, English, Math, Business, Education
Madonna Duffy
HMS May 2014 - Present
MedRecovery Management July 2012 - April 2014
Fiserv May 2009 - June 2012
BlueCross BlueShield of WNY July 2007 - March 2009
Fiserv Lending Solutions May 2006 - June 2007
Fiserv Lending Solutions September 2003 - May 2006
Remarketing Services of America August 1997 - September 2003
SunStar Acceptance Corp November 1995 - August 1997
Transamerica Insurance Finance Corporation 1991 - 1995
Marine Midland Bank June 1988 - November 1991
Skills
Call Center, Customer Service, Banking, Mortgage, Vendor Management, Vendor Relations, Process Improvement, Operations Management, Process Engineering, Compliance, Team Building, Sales, Call Centers, Sales Operations, Management, Mortgage Lending, Training
Education
State University of New York College at Buffalo 1982 — 1987
B.S., Business
Tradeweb April 2015 - Present
Alcentra September 2014 - April 2015
Renshaw Bay August 2013 - September 2014
Morgan Stanley January 2000 - April 2013
J.P. Morgan 1986 - 2000
Marine Midland Bank May 1985 - March 1986
Skills
Hedge Funds, Fixed Income, Credit, Product Management, Capital Markets, Relationship Management, Regional Banks, Money Managers, Fixed Income Portfolio..., High Yield, Insurance, Training, Derivatives, Portfolio Management, Alternative Investments, Private Equity, Asset Managment, Investment Banking, Financial Services, Credit Derivatives, Investments, Bonds, Emerging Markets, Asset Management, Equities, Trading, CDS, Bloomberg, Structured Products, Banking, Series 7
Education
State University of New York at Albany 1981 — 1985
B.S. Business Administration, Management Information Systems
State University of New York at Albany 1981 — 1985
B.A. French, Business Applications in French
Sorbonne University 1984 — 1984
Maggs & Associates January 1998 - Present
Marine Midland Bank August 1988 - June 1991
Skills
Customer Service, Microsoft Office, Microsoft Excel, Strategic Planning, Budgets, Microsoft Word, Financial Analysis, Accounting, Process Improvement, Team Building
Education
Siena College
Bachelor of Science, Finance
Ronald M. Fenster, Inc. (Insurance) May 2015 - Present
PAR Pharmaceutical February 2015 - February 2015
National Field Service January 2014 - December 2014
Novartis Pharmaceuticals (created by merger of CIBA-Geigy & Sandoz) August 1980 - March 2013
Marine Midland Bank December 1973 - August 1980
Skills
Microsoft Office, EMC Documentum Webtop, Microsoft Excel, PowerPoint, Microsoft Word, Auditing, Training, Software Documentation, Lotus Notes, Access, Administrative..., Office Management, PeopleSoft, SAP, Outlook, Administrative..., Interviews, GMP, Pharmaceutical Industry
Education
Rockland Community College
Associate's degree, Administrative Assistant and Secretarial Science, General
Suffern High School
SunTrust Bank April 2012 - Present
First Potomac Realty Trust June 2011 - March 2012
US Bank 2005 - June 2011
Real Estate Lender's Association (RELA DC) 2009 - 2011
Wells Fargo 2001 - 2003
GE Capital 1997 - 2000
CIBC World Markets 1995 - 1997
Arthur Andersen G/A Partners 1992 - 1993
Marine Midland Bank 1987 - 1990
Skills
Portfolio Management, Commercial Lending, Management, Commercial Real Estate, Asset Managment, Mortgage Lending, Loans, Real Estate Economics, Investments, Valuation, Brokerage, Real Estate Transactions, Underwriting, Due Diligence, Commercial Banking, Financial Analysis, Strategic Planning, Financial Modeling, Real Estate, Mergers & Acquisitions, Credit, Acquisitions, Investment Properties, Capital Markets, Banking, Disposition, Asset Management, Finance, Contract Negotiation, Credit Analysis, Leases, Loan Origination, Real Estate Development, Commercial Mortgages, Financial Structuring, Real Estate Financing, Funding, Private Equity, Structured Finance
Education
University of Pennsylvania
BA
Springbrook High School
Sonwil Distribution Center September 2012 - Present
Ally Financial Inc. March 2009 - April 2011
Fiserv Lending Solutions February 2002 - 2009
PRIMUS Financial Services May 1996 - March 2002
National Auto Credit, Inc. October 1995 - March 1996
H.J. Meyers & Company, Inc. July 1993 - May 1995
The Dial Corporation August 1989 - April 1993
Marine Midland Automotive Financial Corporation March 1987 - August 1989
GMAC August 1979 - March 1987
Marine Midland Bank December 1977 - August 1979
Skills
Customer Relations, Operations Management, Problem Solving, Customer Service, Team Building, New Business Development, Presentation Delivery, Staff Training and..., Continuous Process..., Forecasting, Presentations, Process Improvement, Call Centers, Negotiation, Project Planning, Coaching, Product Development, Retail, Time Management, Leadership, Pricing
Education
Niagara University 1981 — 1984
MBA, Management
Niagara University 1974 — 1977
BS Commerce, Management
PNC Financial Services Group March 2013 - Present
PNC Financial Services Group August 2002 - Present
PNC Financial Services Group January 2009 - February 2013
PNC Financial Services Group 2006 - 2009
PNC Financial Services Group 2002 - August 2006
MasterCard Advisors 2001 - 2002
MasterCard 2000 - 2001
Mellon Financial 1998 - 2000
Mellon Financial 1994 - 1998
Marine Midland Bank 1985 - 1993
Skills
Banking, Strategy, Pricing Strategy, Product Management, Portfolio Management, Forecasting, Mergers, Team Building, Management, Leadership, Analytics, Finance, Financial Services, Financial Risk, Credit Risk, CRM, Relationship Management, Mergers & Acquisitions
Education
State University of New York at Stony Brook 1971 — 1974
Bachelor of Science, Sociology
Rickli Development Capital, LLC January 2012 - Present
M&T Bank March 2004 - December 2011
HSBC Bank USA May 1999 - February 2004
Roosevelt & Cross, Inc. April 1998 - May 1999
Marine Midland Bank May 1986 - April 1998
Skills
Project Management, Public Finance, Financial Analysis, Real Estate Development, Economic Development, Bonds, Not for Profit, Non-profits, Manufacturing, Capital Budgeting, Series 7, Nonprofits, Finance, Loans, Financial Structuring, Due Diligence, Investments, Mortgage Lending, Financial Modeling, Commercial Lending, Mergers & Acquisitions, Credit Analysis, Portfolio Management, Analysis, Project Finance, Credit, Underwriting
Education
New York University Graduate School
City Planning & Real Estate Finance
Rutgers, The State University of New Jersey-New Brunswick
BA, Sociology
Merrill Lynch August 1988 - Present
Marine Midland Bank 1985 - 1988
Chemical Bank 1982 - 1985
Skills
Asset Allocation, Mutual Funds, Retirement Planning, Financial Advisory, Portfolio Management, Fixed Income, Financial Services, Equities, Leadership, Investments, Finance, Business Development
Education
New York University
M E Computer Systems, LLC December 2011 - Present
Enview Designs June 2011 - May 2012
Bank of America April 2010 - June 2011
SunTrust Mortgage November 2008 - November 2009
2008 TBI Mortgage Company August 2007 - September 2008
2003 - 2008 CTX Mortgage Company April 2003 - August 2007
Home Funding Finders January 1993 - January 2003
Marine Midland Bank January 1992 - January 1993
Blackman & DeStefano Real Estate January 1987 - January 1991
Wang Laboratories, Inc January 1982 - January 1987
Skills
Loans, Mortgage Lending, VA loans, Real Estate, Finance, Refinance, Banking, Real Estate Transactions, Residential Mortgages, Sellers, Selling, Loan Origination, Sales, FHA, New Home Sales
Education
Albany Business College
Cert. Program for Women in Government Cornell University/State University of New York @ Albany
Certification Program for Women in Government Cornell University/State University of New York @ Albany
New York State Department of Taxation & Finance
University at Albany, SUNY
Business
Sterling National Bank August 2012 - Present
Deutsche Bank April 2011 - September 2011
HSBC January 2000 - February 2011
Republic National Bank May 1996 - December 1999
United Jersey Bank May 1993 - May 1996
Republic National Bank March 1992 - May 1993
Marine Midland Bank, N.A. January 1990 - January 1991
MARINE MIDLAND BANK January 1984 - January 1991
Marine Midland Bank, N.A. January 1988 - January 1989
Marine Midland Bank, N.A. January 1985 - January 1987
Skills
Credit Risk, Capital Markets, Financial Institutions, Credit Analysis, Banking, Financial Analysis, FX, Derivatives, Risk Management, Commercial Banking, Writing, Training & Development, Employee Training
Education
Columbia University Graduate School of Business 1982 — 1983
MBA, Finance
University of Michigan
BA, Sociology
Tradition Capital Management, LLC April 2014 - Present
Crow Point Partners, LLC January 2011 - Present
The Seamen's Church Institute September 2009 - January 2011
Haven Capital Management July 2008 - March 2009
Morgan Stanley Investment Management March 2007 - July 2008
Haven Capital Management April 2005 - March 2007
Marque Millennium Capital Management April 2001 - March 2005
First Hawaiian Bank/Bishop Street Capital Management October 1998 - December 2000
SEI Investments June 1990 - October 1998
Marine Midland Bank December 1987 - January 1990
Skills
Dividends, Equity Valuation, Endowments, Bloomberg Terminal, Financial Statement..., Buy-side, Equity Portfolio..., Institutional..., Investment Manager..., Asset Class Risk and..., Relationship Management, Behavioral Finance, Benchmarks and..., Portfolio Management, Institutional..., Strategy, Performance Attribution, Asset, Finance, Value Investing, Financial Risk, Financial Services, Competitive Analysis, Institutional, Corporate Development, Risk Management, Fundamental Analysis, Financial Institutions, DCF, Financial Structuring, Start-ups, Financial Advisory, Venture Capital, Equities, Investments, Asset Management
Education
University of Pennsylvania - The Wharton School 1970 — 1974
Bachelor of Science, Economics, Accounting
Wilmington Friends School
Debtwire May 2015 - Present
Municipal Credit Consultants, LLC January 2014 - Present
Mariner Investment Group, LLC May 2011 - January 2014
National Federation of Municipal Analysts January 2011 - December 2011
Morgan Stanley Smith Barney May 2010 - May 2011
HVB Group/Unicredit June 2005 - December 2009
Financial Guaranty Insurance Company September 2000 - February 2005
Municipal Credit Consultants, LLC January 1998 - September 2000
Financial Security Assurance March 1991 - October 1997
Marine Midland Bank June 1989 - February 1991
Skills
Bonds, Credit Analysis, Credit, Credit Risk, Capital Markets, Fixed Income, Finance, Hedge Funds, Investments, Financial Markets, Municipalities, Financial Risk, Due Diligence, Public Finance, Risk Management, Economics, Alternative Investments, Banking, Wealth Management, Financial Analysis, Loans
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1978 — 1980
MPA, Public Finance
State University of New York College at Oswego 1971 — 1975
BA, History, Political Science
Oswego Catholic High School 1967 — 1971
N/A April 2010 - Present
The Nielsen Company 1990 - 2010
Marine Midland Bank January 1984 - June 1990
Ernst & Young January 1982 - December 1983
American Airlines August 1978 - December 1981
Sears, Roebuck and Co. November 1973 - August 1978
Education
Pace University
Bachelor of Business Administration (BBA), Accounting and Computer Science
Stamm International Corp. May 1987 - Present
Chase Manhattan August 1984 - May 1987
Continental Grain Company August 1982 - July 1984
Marine Midland Bank August 1978 - August 1982
The First National Bank of Chicago August 1974 - August 1978
Skills
Executive Management, International Business, Manufacturing, HVAC, Strategic Planning, Business Strategy, Corporate Restructuring, New Market & Product..., Mergers & Acquisitions, Accounting, Tax, Finance, Sales, Marketing Strategy, Foreign Exchange Risk..., Treasury Management, Guest Lecturing, Public Speaking, German, Team Builder, Effective Communicator, Budgets, Management Consulting, Management
Education
Fletcher School of Law and Diplomacy 1973 — 1974
Master's degree, International Law and Finance
Northwestern University 1969 — 1973
Bachelor's degree, Political Science
Centennial Bank May 2011 - Present
Bank of America NA December 2007 - May 2011
Regions Bank March 2001 - December 2007
Bank of America March 1991 - February 2001
Marine Midland Bank 1987 - 1991
Ford Motor Credit Company 1980 - 1987
Skills
Commercial Lending, Credit Analysis, Credit, Banking, Loans, Commercial Banking, Portfolio Management, Strategy, Management, Due Diligence, Small Business Lending, Financial Services, Credit Risk, Consumer Lending, Financial Analysis, Leadership
Education
University of Mississippi 1975 — 1979
BBA, Marketing and Economics
South Florida Prestige Realty (family owned residential real estate company) October 2009 - Present
Metropolis Investment Holdings, Inc (formerly Sunbelt Management Company) March 1995 - July 2009
Stiles Corporation January 1973 - January 1994
Marine Midland Bank January 1969 - January 1973
Skills
Dispositions, Leases, Real Estate, Property Management, Investment Properties, Commercial Real Estate, Corporate Real Estate, Real Estate Development, Real Estate Transactions, Location Intelligence
Education
University at Buffalo
Quantitative Risk Management ("QRM") 1998 - Present
Société Générale 1990 - 1998
Marine Midland Bank 1982 - 1990
Skills
Liquidity Risk, ALM, Economic Capital, Interest Rate Risk..., Market Risk, Credit Risk, Derivatives, Basel II, Financial Risk, VAR, Capital Markets, Fixed Income, Hedging, Enterprise Risk..., Risk Management, Financial Markets, Banking, Liquidity, Stress Testing, Portfolio Management, Financial Modeling, Interest Rate..., Investments, Quantitative Finance, Structured Finance
Education
Université Paris Dauphine 1979 — 1980
Masters, Economics
Université Panthéon Assas (Paris II) 1976 — 1978
BA Economics, Economics
Notre Dame de Jamhour 1963 — 1975
High School
Pearl S. Buck International December 2012 - October 2014
Bank Insurance & Securities Assn. February 2004 - October 2010
Menorah Park Senior Living Campus 2002 - 2004
Rescue Mission of Syracuse 2000 - 2002
Bank Securities Journal 1997 - 2000
HSBC Securities 1994 - 1997
Richard Leahy Corporation, at Corestate Bank 1992 - 1994
Marine Midland Bank 1984 - 1991
Rudco Industries 1981 - 1984
Skills
Relationship Development, Membership Recruitment, Market Planning, Marketing, Fundraising, Volunteer Management, Marketing Strategy, Grant Writing, Event Management, Nonprofits, Recruiting, Marketing Communications, Annual Giving, Program Development, Management, Start-ups, Program Management, Event Planning, Newsletters, Leadership, Press Releases, Public Relations
Education
St. John Fisher College 1977 — 1981
BA, Journalism
Training JumpStart June 2009 - Present
ES Research Group August 2005 - Present
InfoTollgate LLC March 2005 - Present
Turbodyne Technologies Inc. June 2005 - June 2007
Stamford Research, LLC April 2003 - June 2005
DuoCash, Inc. April 2004 - March 2005
Gartner, Inc. 1989 - 2003
Gartner Group 1989 - 2003
Nastec/Transform Logic Corp. 1983 - 1989
marine midland bank 1978 - 1981
Skills
Start-ups, Strategic Partnerships, Entrepreneurship, E-commerce, Program Management, Management, Marketing, SaaS, Training, Product Marketing, Management Consulting, Product Development, Business Strategy, Enterprise Software, Marketing Strategy
Education
State University of New York at Buffalo 1972 — 1979
BS, Business Administration & Computer Science
Niagara University
An Independent Financial Advisory Company September 2000 - Present
Minnesota State University Mankato April 2000 - April 2013
J G Kinnard & Co. April 1995 - September 2000
Merrill Lynch November 1993 - April 1995
Sterling Financial Services, Inc November 1987 - August 1993
Marine Midland Bank May 1986 - November 1987
Cititrust Bank July 1977 - June 1986
Skills
Asset Allocation, Investment Management, Estate Planning, Retirement Planning, Comprehensive Financial..., Insurance and Annuity..., Tax Strategies
Education
Williams College 1965 — 1970
BA, Psychology, Economics
University of Hartford
MBA, Finance, Marketing
Wethersfield High School
HomeServe USA May 2014 - Present
Affinion International August 2011 - December 2012
Affinion International June 2008 - August 2011
Affinion International November 2005 - June 2008
Affinion International (formerly CIMS UK) October 2004 - October 2005
Trilegiant (formerly Cendant Membership) 2001 - 2004
Cendant Membership (formerly CUC International) 1999 - 2001
Republic National Bank April 1998 - August 1999
Home Federal Savings Bank 1993 - 1998
Marine Midland Bank June 1988 - April 1993
Skills
P&L Management, International Expansion, Contract Negotiation, Financial Analysis, Strategic Planning, Product Development, Team Building, Start-ups, Vendor Management, Strategic Partnerships, New Business Development, Budgets, Team Leadership, Executive Coaching, Coaching, Sales Leadership..., Sales Management, Leadership, Cross-functional Team..., International Sales, Product Innovation, Business Strategy, Customer Acquisition, Risk Management, Goal-driven leader, Builder of..., Connector of People, Emotional Intelligence, Skilled Relationship..., Staff Management, Budgeting, Talent Management, Sales Management..., Sales Process, Thought Leadership, Innovation Management, Product Launch, Business Innovation, Goal-oriented..., Mission Accomplishment, Sales Growth, Territory..., Driving Growth, Deal Closure, Deal Creation, Goal and Value Driven, Effective Networker, Analytics, Marketing Strategy
Education
Syracuse University 1984 — 1988
Bachelor's Degree
Leaded Bliss March 1996 - Present
Dale Blanding Plumbing LLC October 2013 - Present
Northwestern Mutual 2008 - 2008
Marine Midland Bank 1978 - 1980
K-Mart, Dewitt, NY July 1973 - November 1977
Skills
Stained Glass Artisan, Jewelry Design, Sculptural Stained Glass, Multi-Media..., Sculpture, Handmade Jewelry, Jewelry, Stained Glass, Craft, Murals, Ceramic, Galleries, Mixed Media
Education
Onondaga Community College 1977 — 1977
None, One semester of Art, unhappy w/program, went back to work in the real world.
Fayetteville Manlius High School 1969 — 1973
Regents Diploma, Art, Science, Math
Foundations Nonprofit Organizations 2000 - Present
Opus 118 Harlem School of Music 2013 - 2014
HSBC (Hongkong & Shanghai Banking Corporation) 1988 - 1991
Carroll McEntee & McGinley 1985 - 1987
Marine Midland Bank 1983 - 1984
Education
The Wharton School, University of Pennsylvania
M.B.A., Finance
Swarthmore College
B.A., Economics, French, German
Niagara Frontier Transportation Authority April 1988 - Present
The Buffalo News January 1983 - April 1988
Marine Midland Bank June 1980 - January 1983
Skills
Layout, Creative Solutions, Dreamweaver, Desktop Publishing, Public Relations, Marketing Communications, Budgets, Leadership, Project Management, Social Media Marketing, Event Planning, Microsoft Excel, Customer Service, Access, Microsoft Office, Graphic Design, Transportation, Fundraising, Copywriting, Operations Management, Public Speaking, Nonprofits, Project Planning, Social Media, Policy, Advertising, Strategic Planning, Photoshop, Social Networking, Newsletters, Marketing, Microsoft Word, Press Releases, PowerPoint, Media Relations, Community Outreach, Program Management, Internal Communications, Team Building, Government, Contract Negotiation, Teamwork
Education
Buffalo State College 1976 — 1979
Bachelor of Applied Science (B.A.Sc.), Graphic Design
Bennett High School 1966 — 1970
Bachelor of Applied Science (BASc)
Hospice Buffalo August 2015 - Present
Ogorek Wealth Management, LLC March 2014 - February 2015
Lazer Incorporated 2013 - March 2014
Lazer Incorporated November 2003 - June 2013
Safetec, Inc. March 2003 - November 2003
emedco December 2000 - August 2002
emedco June 1984 - December 2000
Marine Midland Bank 1982 - 1984
Marine Midland Bank? 1982 - 1984
Skills
Advertising, Graphic Design, Brochures, InDesign, Logo Design, Adobe Creative Suite, Layout, Graphics, Pre-press, Web Development, Creative Direction, Packaging, Mac, Catalogs, Brand Development, Marketing, Management, Marketing Communications, Strategic Planning, Sales
Education
State University of New York College at Buffalo
BS, Graphic Design with minors in Communications & Psychology
RBC Global Asset Management (US) Inc August 2008 - Present
Access Capital Strategies LLC March 1997 - July 2008
Boston Bank of Commerce 1983 - 1996
Freedom National Bank of NY May 1979 - May 1981
Marine Midland Bank January 1971 - May 1979
Skills
Investments, Portfolio Management, Asset Managment, Fixed Income, Venture Capital, Securities
Education
University of Rochester - Simon Business School 1969 — 1971
MBA, Finance and Organizational Behavior
University of Notre Dame 1964 — 1968
BA, Psychology
Brooklyn Preparatory High School 1960 — 1964
GE Capital Markets 2007 - Present
IXIS Capital Markets 2006 - 2007
Societe Generale 1999 - 2006
CIBC World Markets March 1988 - December 1998
Marine Midland Bank July 1985 - March 1988
Skills
Leveraged Finance, Capital Markets, Corporate Finance, High Yield, Structured Finance, Due Diligence, LBO, Hedge Funds, Valuation, Financial Structuring, Asset Based Lending, Debt Restructuring, Financial Modeling, Syndications, Credit Analysis, Investment Banking, Credit, Fixed Income, Alternative Investments, Securitization, Private Equity, Mergers & Acquisitions, Structured Products, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1982 — 1987
MBA, Finance
University of Michigan 1975 — 1979
Bachelor of Arts, Economics
Clear Data Strategies 2006 - Present
Neelie Group February 2002 - Present
GRX Technologies 2002 - 2004
ONTOS 2000 - 2002
AIG - Domestic Brokerage Group 1998 - 2000
Andersen Consulting 1994 - 1998
General Reinsurance 1988 - 1994
Marine Midland Bank 1980 - 1988
Federal Reserve Bank of Philadelphia 1977 - 1980
Insurance Company of North America INA) 1972 - 1977
Skills
Management Consulting, IT Strategy, Program Management, Business Analysis, Requirements Analysis, Data Analysis, Executive Management, Microsoft SQL Server, Insurance, Training, Strategic Planning, Change Management, SDLC, Enterprise Architecture, Software Project..., Software Development, Business Intelligence, Strategy, Business Process..., Integration, Vendor Management, Governance, CRM, Consulting, Risk Management, Business Process, Business Transformation, Outsourcing, Management, PMO, IT Management, Project Portfolio..., Process Improvement, Enterprise Software, Cloud Computing, Start-ups
Education
Temple University - Fox School of Business and Management
Master of Business Administration (MBA), Business Administration
Widener University
BS, Business Administration
Avesta Group ConsultantWorkBook Software A/S2009 - Present
Avesta Group January 1992 - August 2008
iSi-Dentsu of America, Inc. 1998 - 2002
Industrial Bank of Japan 1998 - 2001
HSBC September 1981 - March 1993
Marine Midland Bank 1983 - 1993
Education
The Tuck School of Business at Dartmouth 1976 — 1978
MBA, Finance and Operations
River Road Financial Management September 2004 - Present
HSBC January 1999 - September 2004
Republic National Bank of New York February 1997 - January 1999
Smith Barney April 1996 - February 1997
Marine Midland Bank August 1989 - February 1996
US Navy June 1981 - October 1985
Skills
Budgeting, Audit Support, Bookkeeping, Non-profits, Financial Administration, Grant Writing, Grants Administration, Family Office Management, Budgets, Auditing, Nonprofits, Editing, Grants, Management, Leadership, Insurance, Financial Services, Family Office, Fundraising, Customer Service, Financial Analysis, Research, Strategic Planning
Education
Trinity College-Hartford 1977 — 1981
BA, English
St. Paul's School 1973 — 1977
Empower Federal Credit Union August 2012 - Present
Visions Federal Credit Union March 2007 - August 2012
USACAPOC May 1986 - September 2010
M&T Bank July 1994 - March 2007
Skaneateles Savings Bank July 1992 - July 1994
Marine Midland Bank 1987 - 1988
Griffin Construction 1984 - 1986
Skills
Risk Management, Financial Analysis, Credit, Commercial Lending, Strategic Planning, Loans, Accounting, Process Improvement, Banking, Microsoft Excel, Customer Service, Microsoft Office, Analysis, Microsoft Word, Budgets, Sales, Finance, Commercial Banking
Education
Siena College 1982 — 1986
Bachelors of Business Administration, Accounting
Bishop Ludden 1978 — 1982
Regents Diploma, College Prep
Dept. of Education NYC September 1999 - Present
HSBC June 1991 - June 1996
Marine Midland Bank March 1983 - June 1991
Skills
Computer Network...
Education
Queens College 1999 — 2003
Master's Degree, Elementary Education and Teaching, K-6
Queens College 1987 — 1998
Bachelor of Arts (BA)
St. Michael's Commercial High School 1973 — 1976
Business Degree
AnotherView Publishing June 2004 - Present
IBM April 1977 - April 2004
Marine Midland Bank January 1970 - April 1977
United States Marine Corps August 1965 - August 1969
Skills
Books, Web Content, Publishing, Creative Writing, Blogging, Public Speaking, Social Networking, Public Relations, Social Media Marketing, Published Author, Online Publishing, Newsletters, Content Management, Content Strategy, Business Development, Online Marketing, Publicity, Content Development, Sales Management, Fiction, Ebooks, Editorial, Magazines, World Travel, Employee Management, Feature Articles, Copy Editing, Poetry, Proofreading, Storytelling, Publications
Education
Syracuse University
Bachelor's degree, Business Administration and Management, General
M&T Securities May 1995 - Present
Citicorp Investment Services January 1992 - May 1995
Citibank October 1988 - January 1992
Marine Midland Bank January 1988 - October 1988
Walt Disney World January 1985 - May 1985
Skills
Mutual Funds
Education
St. John Fisher College 1992 — 1995
Master of Business Administration (M.B.A.), Finance, General
Jordan & Jordan March 2006 - Present
Fixed Income Clearing Corporation October 1997 - October 2004
HSBC Securities Inc 1976 - 1997
Marine Midland Bank 1962 - 1976
Skills
Operational Risk, Risk Management, Financial Regulation, Financial Markets, Financial Risk, Hedge Funds, Equities, Securities, Derivatives, Fixed Income, Financial Services, Banking, Management, Back Office, Investment Banking, Capital Markets, Bloomberg, Options, Trading Systems, Trading, Operational Risk..., Asset Management, FINRA, Market Data, Corporate Actions, Alternative Investments, FX Options, Relationship Management, Electronic Trading, Series 7, Bonds, Mutual Funds, Treasury, Portfolio Management, Series 63, Investments, Credit Risk, Middle Office, Valuation, Treasury Management, Cash Management, Prime Brokerage, Securities Lending, Securities Regulation, Settlement, Bloomberg Terminal, Business Analysis, Collateral Management, Market Risk, Swaps
Education
American Institute of Banking
Pace University
Keller Williams Realty, Inc. June 2015 - Present
CENTURY 21 Award July 2014 - June 2015
Prudential Financial 2010 - 2014
Morgan Stanley 2005 - 2009
Nationwide Financial 2001 - 2005
Fortis Financial Group 1998 - 2000
American Skandia 1995 - 1997
Chemical Investment Services 1993 - 1995
Marine Midland Bank 1986 - 1993
Skills
Mutual Funds, Retirement Planning, Series 7, Series 63, Fixed Annuities, Financial Services, Sales, Investments, Insurance, Wealth Management
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Sarah Lawrence College
BA, Liberal Arts
Regis University April 1996 - Present
Indian Peaks Technology Group July 2000 - Present
Regis University March 2010 - Present
RealTech 2000 - 2001
Qwest June 2000 - September 2000
U S WEST Advanced Technologies July 1987 - July 2000
U S WEST July 1987 - June 2000
Qwest Communications International 2000 - 2000
Qwest Communications 1999 - 2000
Marine Midland Bank 1983 - 1987
Skills
Leadership, Impact of Technology on..., Civil Society, Telecommunications, Project Management, Program Management, IT Strategy, E-Learning, Enterprise Architecture, Team Leadership, Networking, Strategic Planning, IT Management, Knowledge Management, Instructional Design, Requirements Analysis, Higher Education, Change Management, Business Analysis, Process Improvement, Business Process..., Team Building, Teaching, Research, Leadership Development, Cross-functional Team..., Technology Management, Organizational..., Technology, Management Consulting, System Administration, Cloud Computing, Adult Education, Project Planning, Product Development, Software Development, Integration, ERP, Consulting, Business Development, Analysis, Information Technology, Staff Development, Vendor Management, Distance Learning, Training, Management
Education
University of Northern Colorado 2009 — 2013
Ph.D.
University of Colorado 1982 — 1984
MS
AT&T April 2013 - Present
Comcast Business Services July 2010 - March 2013
AT&T / Southwestern Bell June 2001 - July 2010
SBC Telecom (Southwestern Bell CLEC) April 2000 - May 2001
BellSouth Mobility January 1988 - April 2000
BellSouth Mobility 1988 - 2000
Marine Midland Bank 1986 - 1988
Skills
Direct Sales, Telecommunications, Managed Services, Sales Management, Solution Selling, Account Management, Co-location, Cold Calling, VoIP, MPLS, Customer Retention, Sales Operations, New Business Development, Sales Process, B2B, Salesforce.com, Unified Communications, Call Center, Broadband, Wireless
Education
University of Phoenix 2010 — 2012
Bachelor's degree, Human Resources Management/Personnel Administration, General, 3.66
Axia College 2008 — 2010
Associates, I.T. Networking, 3.56
H&R Block December 2013 - April 2014
MOT Charter School October 2011 - June 2012
Marine Midland Bank November 1984 - February 1996
Bradford Government Loan Services June 1982 - November 1984
Skills
Microsoft Office, Teaching, Microsoft Excel, Public Speaking, Customer Service, Organization, Research, Typing, Account Reconciliation, Bookkeeping, Compliance, Municipal Bonds, Convertible Securities, Procedure Manuals, Clerical Skills, Classroom Assessment, Tax Preparation, Personal Tax Planning, Tax Research, Tax Accounting, Tax Returns, Income Tax
Education
H & R Block Tax Course 2013 — 2013
Queens College 1977 — 1978
Liberal Arts and Sciences/Liberal Studies
Richmond Hill High School 1973 — 1977
Beautycounter February 2014 - Present
Select Stationery & Invitations January 1995 - Present
Lobdell & Stabler, Inc, 1989 - 1992
Marine midland bank September 1983 - August 1989
Chevy Chase Elementary School 1981 - 1983
Poolesville Elementary School 1978 - 1980
Skills
Customer Service, Social Media, Event Planning, Retail, Advertising, Marketing Strategy, Marketing, Public Relations
Education
Skidmore College
Bachelor of Science (BS), Elementary Education and Teaching
The Madeira School
High School Diploma
University of Virginia
Masters of Education, Child Counseling
Upstate NY Municipal Workers' Compensation Program January 2008 - Present
Town of Grand Island March 2001 - Present
National Bank of Canada April 1997 - March 2001
Self-Employed/Independent Contractor September 1987 - April 1997
Italian & French Wine Co., Inc. March 1985 - March 1987
Marine Midland Bank June 1981 - January 1985
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Insurance, Workers Compensation, Auditing, General Ledger, Financial Reporting, Financial Analysis, Local Government Finance, Budgets, Internal Audit, QuickBooks, Banking, Accounting, Customer Service, Finance, Investments, Human Resources, Payroll, Policy
Education
State University of New York College at Geneseo 1979 — 1981
BS, Accounting/Management
University at Buffalo 1977 — 1979
n/a, Accounting/Business
Kenmore West 1974 — 1977
BNY Mellon July 2013 - Present
Goldman Sachs January 2012 - July 2012
Goldman Sachs February 2007 - December 2011
Goldman Sachs August 2002 - January 2007
Goldman Sachs January 1999 - July 2002
Goldman Sachs June 1997 - December 1998
Goldman Sachs June 1994 - May 1997
Goldman Sachs April 1990 - May 1994
Marine Midland Bank January 1986 - March 1990
Marine Midland Bank April 1984 - December 1985
Skills
Portfolio Management, Credit, Banking, Management, Risk Management, Equities, Investment Banking, Treasury Management, Capital Markets, Funding, Strategy, Financial Services, Derivatives, Strategic Planning, Financial Institutions, Hedge Funds, Asset Managment, Fixed Income, Securities Lending, Prime Brokerage, Securities, Financial Markets, Commercial Banking, Treasury, Structured Products, Emerging Markets, FX Options, Bonds, Asset Management, Strategic Leadership, Structured Finance, Credit Risk
Education
Nyack College
Bachelor's degree
KMKJ Property LLC May 2000 - Present
KMKJ Property LLC April 2000 - Present
Fry's Food and Drug April 2000 - Present
Valley National Bank February 1987 - July 1992
Marine Midland Bank March 1981 - July 1986
Skills
Management, Team Building, Sales, Banking, Customer Satisfaction, Customer Service, Telecommunications, Microsoft Excel, Microsoft Office, Public Speaking, Retail, Microsoft Word, Time Management, Real Estate, Leadership, Marketing, Training, Coaching, Merchandising, Process Scheduler, Entrepreneurship
Education
University of Phoenix 2002 — 2004
Kensington Business Institute 1979 — 1980
Standard & Poor's April 1995 - Present
Bankers Trust November 1992 - March 1995
Marine Midland Bank 1986 - 1992
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania - The Wharton School
Blackbaud 2015 - Present
The Navigators Group, Inc. September 2013 - May 2015
Eastman Kodak June 2011 - June 2013
Connolly Consulting Associates May 2000 - September 2010
Rytech International Inc 1998 - 2000
Best Friends Pet Care May 1996 - May 1997
Pritchard Industries 1992 - 1995
Marine Midland Bank June 1990 - January 1993
Skills
T-SQL, Microsoft SQL Server, SSRS, Agile Methodologies, Management, Leadership, SDLC, .NET, Software Development, Business Intelligence, SSIS, SQL, Databases, Database Design, Requirements Analysis, ASP.NET, VB.NET, Business Analysis, Integration, SharePoint
Education
Pace University - Lubin School of Business 1992 — 1994
Bachelor of Business Administration (BBA), Public Accounting
A. M. Best Company March 2014 - Present
IDT Corporation April 2011 - March 2014
Select Professional Help LLC June 1995 - April 2011
Prudential Capital 1989 - 1995
Marine Midland Bank 1980 - 1989
Skills
Process Improvement, Product Development, Negotiation, Problem Solving, Project management, Financial Management, Project Management, Strategic Planning, Finance, Management, Analysis, Business Development, Business Strategy, Strategic Partnerships, Managerial Finance, Entrepreneurship, Budgets, Project Planning, Leadership, Banking, Team Building
Education
Pace University - Lubin School of Business
MBA, Finance
Wittenberg University
B.A., Business Administration
Pochop Financial Management, Inc. July 2006 - Present
Pochop Financial Management, Inc. July 2006 - Present
Eley Financial Management, Inc. February 1992 - June 2006
Marine Midland Bank January 1990 - June 1990
Skills
Budgets, Certified Financial..., Marketing, Public Speaking, Sales, Financial Analysis, Strategic Planning, Small Business
Education
Saint Michael's College 1991 — 1992
Master's, Management
Saint Bonaventure University 1982 — 1986
BBA, Finance
Bank of America March 2011 - Present
Bank of America 2007 - 2011
Bank of America 2004 - 2007
Fleet Boston Financial 1996 - 2004
National Westminster Bank 1988 - 1996
Manufacturers Hanover Trust 1982 - 1988
Marine Midland Bank 1980 - 1982
Skills
Treasury Services, Lockbox, Transaction Banking, Cash Management, P&L Management, Product Management, Treasury Management, Financial Services, Banking, Team Leadership, Treasury, Retail Banking, Management, Executive Management, Internet Banking, Financial Transactions, Commercial Banking, Vendor Management, Operational Risk, Payment Systems, Credit Cards, Mergers & Acquisitions, Payments, Portfolio Management, Risk Management, Small Business Lending, Credit, Relationship Management, Loans, Credit Analysis, Electronic Payments, Financial Risk, Commercial Lending, ACH, Financial Institutions, Credit Risk
Education
City University of New York-Queens College 1976 — 1980
Bachelor of Arts, Drama and Theatre
Symphony Asset Management April 2011 - Present
Bank of New York Mellon 1999 - 2003
Bankers Trust 1992 - 1999
Drexel Burnham Lambert 1986 - 1990
Marine Midland Bank 1984 - 1986
Skills
Hedge Funds, Alternative Investments, Fixed Income, Asset Managment, Equities, Capital Markets, High Yield, Bonds, Asset Management, Securities, Mergers & Acquisitions, Trading, Investments, Investment Banking, Bloomberg, Credit Derivatives, Private Equity, Structured Products, Fund Of Funds, Derivatives, Leveraged Finance, Portfolio Management, Financial Markets, Investment Management, Investment Strategies, Valuation, Structured Finance, Equity Research, Investor Relations, Mutual Funds, Emerging Markets, Asset Allocation, Financial Modeling, Equity Valuation, Wealth Management, Equity Derivatives, CDO, Financial Structuring, ABS, Special Situations, LBO, Series 7
Education
University of California, Los Angeles 1979 — 1982
BA, Business Economics
Ocean Township High School 1974 — 1978
Juvenile Diabetes Research Foundation July 2010 - Present
The PrivateBank October 2007 - Present
Juvenile Diabetes Research Foundation July 2008 - June 2010
LaSalle Bank/ABN Amro/Bank of America May 1992 - October 2007
LaSalle Bank 1992 - 2007
Girl Scouts of Chicago 1997 - 2001
Marine Midland Bank September 1985 - February 1992
First Chicago September 1980 - July 1985
The First National Bank of Chicago 1980 - 1985
Education
The University of Chicago - Booth School of Business 1983 — 1986
MBA
Washington University in St. Louis 1975 — 1979
BSBA, Business
Woodmere Academy 1972 — 1975
HS
Citizens Bank September 2010 - June 2015
Sovereign Bank November 2009 - September 2010
Open Solutions April 2008 - June 2009
InSource Consulting November 2007 - April 2008
Webster Financial Corporation April 2004 - October 2007
FleetBoston Financial October 1985 - July 2003
Marine Midland Bank 1981 - 1985
Advance Mortgage 1975 - 1981
Skills
Enterprise Risk..., Financial Analysis, Compliance Management, Risk Reporting, Banking, @Risk, Financial Risk, Due Diligence, Risk Management, Finance, Credit, Portfolio Management, Internal Controls, Strategy, Leadership, Risk Assessment, Operational Risk, Strategic Financial..., Management, Analysis, Executive Management, Program Management, Commercial Lending, Commercial Banking, Financial Services, Financial Planning
Education
Wayne State University 1974 — 1976
MBA, Finance
Oakland University 1969 — 1972
BA, Sociology
United Way of Central Carolinas May 2015 - Present
United Way of Central Carolinas March 2014 - Present
Clemson University April 2013 - April 2014
Winthrop University October 2005 - April 2013
Waddell & Reed June 2005 - October 2005
Winthrop University October 2004 - May 2005
Jefferson Community College 1993 - 2004
Marine Midland Bank 1990 - 1993
WWNY-TV 7, a CBS affiliate 1987 - 1990
Key Bank of Northern New York 1981 - 1987
Skills
Fundraising, Event Planning, Public Relations, Non-profits, Public Speaking, Event Management, Media Relations, Community Outreach, Marketing Communications, Press Releases, Strategic Planning, Program Development, Grant Writing, Social Media, Research, Marketing, Microsoft Office, Higher Education, Leadership Development, Grants, Email Marketing, Nonprofits, Proposal Writing, Training, Stewardship, Philanthropy, Advertising, Personal Financial..., Volunteer Management, Program Management, Planned Giving, Recruiting, Sales, Community Development, Social Networking, Newsletters, Policy, Editing, Project Planning, Leadership, Social Media Marketing, Budgets, Strategic Communications, Staff Development, Sponsorship, Organizational..., Student Affairs, Facebook, Team Building, Data Analysis
Education
Winthrop University 2005 — 2009
MBA
State University of New York College at Oswego
Bachelor of Science, Business Administration
Watertown High School
FDIC June 2010 - Present
JTen Trading November 2009 - March 2010
U.S. Trust June 2006 - June 2008
ABN AMRO January 1998 - June 2005
HSBC September 1991 - December 1997
Marine Midland Bank 1988 - 1991
Skills
Asset Managment, Derivatives, Fixed Income, Portfolio Management, Capital Markets, Hedging, Market Risk, Liquidity Risk, Financial Risk, Trading, Equities, Credit, Risk Management, Money Market, Financial Markets, Strategy, Treasury, Investment Banking, Asset Management, Foreign Exchange, Finance, Credit Risk, Treasury Management, Financial Institutions, FX Options, Banking, Options, Securities, Structured Finance, Operational Risk, Bonds
Education
University of Virginia 1984 — 1987
MA
Queen's University 1980 — 1984
BA (honours)
Rensselaer County Economic Development & Planning April 1997 - Present
Adirondack Leasing Corp. 1996 - 1997
First National Bank of Glens Falls/EvergreenBank 1992 - 1995
First American Bank of New York 1989 - 1992
Glens Falls National Bank & Trust Company 1988 - 1989
New York Business Development Corporation 1985 - 1988
Marine Midland Bank 1979 - 1985
Skills
Loans, Strategic Planning, Credit, Policy, Public Speaking, Commercial Banking, Economic Development, Real Estate, Fundraising, Government, Community Development, Budgets, Contract Negotiation, Public Policy, Grant Writing, Team Building, Marketing, Nonprofits, Leadership, Analysis, Community Outreach, Public Relations, Small Business, Policy Analysis, Organizational..., Grants, Legislative Relations, Leadership Development, Volunteer Management, Program Management, Proposal Writing, Strategic Communications, Event Planning, Program Development, Workshop Facilitation, Workforce Development
Education
The Sage Colleges - Russell Sage College 1979 — 1983
Baccalaureate, Accounting
Butterball, LLC February 2012 - Present
Wells Fargo January 2009 - January 2012
Wachovia July 2000 - December 2008
HSBC April 1997 - July 2000
HSBC September 1994 - March 1997
Marine Midland Bank 1989 - 1994
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1987 — 1989
MBA, Finance & C.I.S.
SUNY Geneseo 1984 — 1987
BA, Economics, minor: Computer Science
Results Driven Consulting, Inc. March 2014 - Present
Phamaceutical June 2010 - March 2014
LAT Consulting Inc May 2003 - June 2010
Capgemini 2000 - 2003
Cap Gemini America 1994 - 2000
Marine Midland Bank 1984 - 1993
Skills
Program Management, Process Improvement, Business Analysis, Change Management, Cross-functional Team..., Project Portfolio..., Project Management, IT Strategy, PMP, Vendor Management, Business Transformation, SDLC, Pharmaceutical Industry, Strategy, Business Process..., Management Consulting, Outsourcing, Software Project..., Project Delivery
Education
SUNY at Buffalo
Bachelor of Arts (BA), Industrial and Organizational Psychology
State University of New York at Buffalo
Master of Business Administration (MBA), Organizational Behavior
Independent Health February 2009 - Present
Elite Recovery Services February 2006 - December 2008
Account Solutions Group September 1998 - February 2006
Marine Midland Bank 1989 - 1998
Skills
Business Analysis, Requirements Gathering, Vendor Management, Integration, Customer Service, Process Improvement, SDLC, Project Management, Enterprise Architecture, Business Requirements, Management, Project Planning, Data Warehousing, Visio, Team Building, Call Center
Education
State University of New York College at Buffalo 1981 — 1985
JP Morgan Chase August 2010 - Present
JAR Worldwide January 2007 - December 2009
Marine Midland Bank September 1997 - December 2003
Hongkong Shanghai Banking Corporation September 1995 - November 1996
Skills
Management, Leadership, Human Resources, Analysis, Sourcing, Banking, Personnel Management, Vendor Management, Strategy, Process Improvement, Finance, Project Management, SDLC, Training, CRM, Business Process..., Change Management
Education
Spence 1994 — 1997
Secondary School Diploma, French
Universität Salzburg 1990 — 1994
Glaubeteurbesetzenbesiegter, Stunde Eins, Wissenschaft
BlackRock March 2005 - Present
Credit Suisse November 2000 - February 2005
Donaldson, Lufkin & Jenrette September 1998 - October 2000
Salomon Smith Barney December 1997 - August 1998
Salomon Brothers April 1995 - December 1997
Swiss Bank Corp October 1992 - March 1995
HSBC December 1991 - October 1992
Marine Midland Bank January 1990 - November 1991
Bank of America November 1987 - January 1990
Merrill Lynch August 1980 - November 1987
Skills
Fixed Income, Derivatives, Asset Managment, Alternative Investments, Hedge Funds, Capital Markets
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Finance
St. Francis College 1977 — 1981
BS, Management
Brooklyn Technical High School 1973 — 1977
Amec Foster Wheeler December 2011 - Present
MACTEC Engineering and Consulting, Inc. September 2003 - April 2011
OfficeTeamKing of Prussia, PA September 2003 - February 2004
PQ Corporation May 2000 - June 2003
Devon Nissan April 1999 - April 2000
BTG International Inc. 1997 - 1999
Resolution Trust Corporation September 1992 - December 1995
JC PenneyKing of Prussia, PA September 1987 - December 1988
Marine Midland Bank September 1983 - December 1984
Skills
Outlook, Administration, Microsoft Office, Purchasing, Online Research, Proofreading, Customer Relations, Administrative Support, Word, Excel, Market Research, PowerPoint, Time Management, Spreadsheets
Education
North Country Community College 1976 — 1977
Liberal Arts
Hood College 1974 — 1977
Early Childhood Education, Art Therapy
Dewey Decimal Books April 2009 - Present
Deluxe Corporation November 1999 - Present
MotorUp January 1994 - November 1999
Direct Innovative Products June 1992 - December 1993
The Emergency Response People April 1990 - June 1992
Marine Midland Bank June 1987 - April 1990
Western Union August 1976 - June 1987
Skills
Multi-channel Marketing, Lead Generation, B2B Marketing, Marketing, Direct Marketing, Direct Mail, Email Marketing, Customer Service, Marketing Strategy, Sales, CRM, B2B, Salesforce.com, Product Marketing
Education
Rowan University 1972 — 1976
BA, English Literature
Thorne Parker Properties, LLC March 2011 - Present
The Dorris-Eaton School June 2008 - December 2010
ePartners January 1999 - April 2002
Benchmarq Microelectronics April 1995 - December 1998
Firemans Fund Insurance Company July 1990 - April 1994
Marine Midland Bank 1987 - 1990
Main Hurdman 1985 - 1987
Skills
Team Building, Event Planning, Leadership, Management, Strategic Planning, Coaching, Public Speaking
Education
University of San Francisco
Bachelor's Degree, Organizational Behavior Studies
Cox Enterprises February 2015 - Present
Comcast Cable June 2013 - January 2015
MetroPCS August 2012 - June 2013
Tescom 2011 - 2012
T-Mobile November 2004 - October 2008
T-Mobile November 2004 - October 2008
Media-One April 1998 - September 1999
Citicorp June 1995 - March 1998
Marine Midland Bank July 1992 - June 1995
Skills
Quality Assurance, Test Planning, Testing, Quality Center, User Acceptance Testing, Unix, Oracle, SQL, System Testing, Software Documentation, SDLC, Telecommunications, Troubleshooting, Databases, Access, Analysis, Regression Testing
Education
University of Phoenix 2011 — 2015
Bachelors, Software Engineering
University of Phoenix 2009 — 2011
Associates, Information Technology/Software Engineer
Buffalo Vocational Technical Center 1988 — 1990
Certificate, Word Processing
Bryant & Stratton
Associate of Business Degree, Business Management
board of education February 2001 - Present
ANZ May 1998 - May 2001
ANZ Bank 1996 - May 1998
Continental Bank N.A./ Bank of America 1992 - 1995
ANZ Bank 1986 - 1992
American Express Bank Limited 1982 - 1986
Marine Midland Bank 1982 - 1986
Manufacturers Hanover Trust Company 1975 - 1980
Education
The College of New Rochelle 2001 — 2003
Master of SAcience in Education, Education
Queens College 1971 — 1975
BA, Education, Latin America Area studies
IDT November 2004 - Present
IDT 2004 - 2009
CashPoint 1997 - 2004
Western Union 1987 - 1995
Marine Midland Bank 1979 - 1985
Skills
Risk Management, Financial Services, Payments, Banking, Mergers & Acquisitions, Mobile Payments, Credit Cards, Credit, Electronic Payments, AML, Mergers, Due Diligence, Debit Cards, Financial Risk, Fraud, Executive Management, Strategy, Product Management, Strategic Partnerships, Anti Money Laundering, Payment Systems
Education
New York University 1976 — 1978
MBA, Finance
University of Pennsylvania
Bachelor of Arts (BA)
Loomis Sayles September 1999 - Present
Loomis Sayles LP September 1999 - Present
Putnam Investments September 1994 - August 1999
Mark IV Industries September 1991 - July 1993
Marine Midland Bank July 1990 - September 1991
Education
State University of New York at Buffalo 1986 — 1990
BS, Business Administration/Concentration in Finance
Boston University
MBA, Finance
Boston University
Masters in Business Administration, Finance
SunTrust Bank May 2013 - Present
Virginia Commerce Bank January 2008 - May 2013
Burke & Herbert Bank & Trust 2005 - 2007
Riggs Bank 1997 - 2005
First American Bankshares 1991 - 1997
Chase Manhattan Bank` 1988 - 1991
Marine Midland Bank 1986 - 1988
Skills
Commercial Banking, Relationship Management, Commercial Real Estate, Strategy, Finance, Underwriting, Lines Of Credit, Loans, Letters of Credit, Equipment finance
Education
University of Kansas - Graduate School of Business 1980 — 1982
MBA, Finance
University of Kansas
BA
Wachovia Bank, a Wells Fargo Company 2002 - 2009
Wachovia Bank 2000 - 2001
First Union National Bank 1994 - 1999
HSBC Bank, USA 1988 - 1993
Marine Midland Bank 1984 - 1987
Education
Purdue University - Krannert School of Management
B.S., Industrial Management
University of Pennsylvania - The Wharton School
MBA, Finance
Largo Capital Inc, September 1989 - Present
Marine Midland Bank December 1977 - July 1989
HSBC December 1977 - June 1989
Education
State University of New York College at Oswego 1972 — 1976
BS, Finance
US Realty Capital June 2011 - Present
Overbrook Investment Partners July 2001 - Present
Red Rocks Group January 2007 - June 2011
Powerweb Technologies June 2009 - March 2011
Urban Residential September 2004 - January 2007
P&A Associates March 1997 - July 2001
Grubb & Ellis March 1989 - September 1995
Marine Midland Bank December 1985 - March 1989
First Pennsylvania Bank 1983 - 1986
Skills
Real Estate Development, Investment Properties, Investments, Property, Apartments, Loans, Finance, Real Estate, Real Estate Transactions, Real Estate Economics, Due Diligence, Condos, Commercial Real Estate, Location Intelligence, Entrepreneurship, Contract Negotiation, Brokerage, Leases, Residential Homes, Property Management, Asset Management
Education
Penn State University 1979 — 1983
Bachelors, business Managment
Central High School of Philadelphia 1973 — 1977
The Hillman Group January 2010 - Present
Armor Metal Group 2003 - 2007
Formica Corporation 2001 - 2003
Cincinnati Bell 1999 - 2001
Jay Industrial Technologies 1996 - 1999
Marine Midland Bank 1992 - 1996
Skills
Forecasting, Financial Reporting, Sarbanes-Oxley Act, Accounting, Process Improvement, Internal Controls, Financial Analysis, Budgets, Cost Accounting, Auditing, Accounts Payable, Accounts Receivable, Microsoft Excel, Manufacturing, Sarbanes-Oxley, Inventory Management, Pricing, SEC filings, General Ledger, GAAP
Education
Thomas More College 1987 — 1991
BA, Accounting
Bank of America 1996 - Present
Tek Systems June 2009 - November 2010
Marine Midland Bank 1988 - 1993
Skills
Business Analysis, Financial Services, Banking, Risk Management, Business Process..., Account Management, Coaching, Finance, Financial Analysis, Leadership, Management, Management Consulting, Mergers, PMO, Portfolio Management, Process Improvement, Program Management, Project Portfolio..., SDLC, Team Building, Vendor Management
Education
Syracuse University 1976 — 1980
BS, Accounting
Planet Hollywood 2004 - Present
Marine Midland Bank 1984 - 1987
NYC Police Dept communication @Payroll section 1971 - 1981
New York City Police Department 1971 - 1981
Education
State University of New York - System 2008 — 2009
no, Infromationprocesssingtech
KPMG US May 2014 - Present
Ernst & Young February 2013 - May 2014
Deloitte 2003 - February 2013
Oracle Consulting November 1995 - October 2002
American Express January 1986 - January 1994
Continental Insurance - Tax January 1984 - January 1986
Citibank - Tax January 1983 - January 1984
Marine Midland Bank January 1982 - January 1983
Marsh & McLennan January 1977 - January 1982
Bache & Co January 1976 - January 1977
Skills
Tax Financial..., Tax Process..., Tax Data Analysis and..., ERP Tax Integration, Tax, Tax Technology, ERP, Oracle Financials, Corporate Tax, Accounting, Sarbanes-Oxley Act, Fixed Asset Management, Oracle E-Business Suite, Integration, International Tax, Finance, Tax Research, Financial Reporting, Financial Analysis, Fixed Assets, Internal Controls, Income Tax, Tax Accounting, SDLC, Operations Management
Education
Saint John's University 1980 — 1982
MBA, Taxation
St. John's University, The Peter J. Tobin College of Business 1971 — 1975
BS, Accounting
Power Memorial Academy 1968 — 1971
Academic, Academic Degree for College prep
M&I, a part of BMO Financial Group July 2010 - Present
M&I Marshall & Ilsley Bank April 2008 - July 2010
KeyBank Real Estate Capital October 2005 - April 2008
AmSouth Bank December 2004 - October 2005
KeyBank Real Estate Capital January 1999 - December 2004
Hodgson, Russ, Andrews, Woods & Goodyear, LLP January 1996 - January 1999
NIAGARA ASSET CORPORATION (a subsidiary of KeyCorp) January 1991 - January 1995
MARINE MIDLAND BANK January 1990 - January 1991
EMPIRE OF AMERICA January 1989 - January 1990
TRW REAL ESTATE LOAN SERVICES January 1988 - January 1989
Education
University of Rochester
B.A, Political Science; Business Administration
CSC March 2012 - Present
National Grid July 1998 - March 2012
Alltel Information Services May 1996 - July 1998
Alltel Information Services May 1994 - April 1996
M&T Bank September 1985 - May 1994
Crouse Hospital February 1984 - August 1985
HSBC January 1976 - February 1984
marine midland bank 1969 - 1981
Skills
CICS, COBOL, MVS, VTAM, JCL, Mainframe, DB2, z/OS, Omegamon, Programming, IBM Mainframe, TSO, RACF, ITIL, OS/390, VSAM, Operating Systems, Disaster Recovery
Education
Onondaga Community College
Volunteer April 2000 - Present
Everest Institute September 2007 - October 2009
Citibank December 1989 - March 2007
Marine Midland Bank 1979 - 1989
Education
State University of New York College at Brockport
BS, Business Administration
iParametrics, LLC June 2010 - Present
URS Corporation December 2005 - July 2010
Marine Midland Bank November 1991 - December 1996
Carlyle Construction Company June 1986 - November 1991
Skills
Feasibility Studies, Project Planning, Real Estate, Construction, Residential Homes, Redevelopment, Budgets, Business Planning, Management, Land Use Planning, Analysis, Urban Planning, Environmental Planning, Transit-oriented..., Transportation Planning, Regional Planning, Development Planning, Zoning, Comprehensive Planning, Land Use, Government, Proposal Writing
Education
The University of Memphis 1980 — 1983
BPS, Urban Preservation and Development
DELPHI THERMAL & INTERIOR SYSTEMS January 2009 - January 2011
Delphi January 2001 - October 2009
Delphi Thermal & Interior September 2000 - October 2009
Virginia Farm Bureau January 2000 - January 2001
The Scoular Company January 1998 - January 2000
MARINE MIDLAND BANK January 1996 - January 1998
ERIE COUNTY WATER AUTHORITY January 1991 - January 1996
Skills
Lean Manufacturing, Manufacturing, Cross-functional Team..., Kaizen, Value Stream Mapping, Quality Management, Logistics, Continuous Improvement, Six Sigma, Leadership, Engineering, Management, Automotive, Supply Chain, SAP, Operations Management, Process Improvement, Purchasing, Team Building, MRP, Manufacturing Operations, ISO, Operational Excellence
Education
State University of New York College at Buffalo 1990 — 1994
B.S., Business Studies
STATE UNIVERSITY COLLEGE AT BUFFALO
Bachelor of Science, Business
Associated Bank NA July 2011 - Present
Citigroup Private Bank February 1995 - December 2010
Citigroup Private Bank 1987 - February 1995
Northern Trust Bank September 1985 - March 1987
European American Bank June 1981 - September 1985
Marine Midland Bank June 1977 - June 1981
Skills
Capital Markets, Credit Analysis, Credit Risk, Financial Analysis, Financial Services, Investments, Portfolio Management, Relationship Management, Wealth Management, Risk Management, Private Banking, Management, Loans, Investment Banking, High Net Worth..., Equities, Credit, Commercial Lending, Commercial Banking, Banking, Asset Management
Education
Pace University - Lubin School of Business 1978 — 1982
MBA, Accounting
University of Notre Dame 1973 — 1977
BBA, Finance
University of Notre Dame - Mendoza College of Business 1973 — 1977
BBA, Finance
New York State Department of Transportation June 1984 - August 2005
Recra Research 1981 - 1983
Marine Midland Bank 1980 - 1981
Skills
Microsoft Excel, Windows, Civil Engineering, Engineering, Management, Customer Service, GIS
Education
State University of New York at Buffalo 1974 — 1979
B.A., Geography
Kenmore East Senior High School 1970 — 1973
WSFS Bank December 1999 - Present
LyondellBasell June 1998 - November 1999
ARCO Chemical October 1990 - November 1999
Marine Midland Bank October 1985 - April 1990
Wilmington Trust June 1980 - October 1985
Education
University of Delaware 1977 — 1980
BS, Economics
Banco Santander August 2003 - Present
Coutts and Company April 2001 - July 2003
Barclays Private Bank PLC 1990 - 2001
Marine Midland Bank August 1983 - October 1990
Atlantic Bank of Florida 1981 - 1983
Skills
Private Banking, Banking, FINRA Licensed, Wealth Management, Fixed Income, Equities, Emerging Markets, Capital Markets, Trust Services, Estate Planning, Foreign Exchange, Commercial Banking, Asset Allocation, Investments, Structured Products, Credit Risk, Compliance, Portfolio Management, Portuguese, Asset Management, Project Management, Bloomberg, Leveraged Lending, FINRA, AML, Investment Advisory, Financial Markets, Investment Banking, Financial Risk, Alternative Investments, Bonds, Hedge Funds, Securities, Operational Risk, FX Options
Education
University of Miami - School of Business 2011 — 2011
Securities Markets and Regulations Training
Instituto de Empresas - Madrid, Spain / Banco Santander 2006 — 2006
Senior Executive Development Program
University of Pennsylvania - The Wharton School 2000 — 2000
Executive Development Program
Monsignor Pace High School
Monsignor Pace High School
University of Miami - School of Business
Citibank October 2006 - Present
Citibank October 2006 - Present
Chase Manhattan Corporation April 2002 - October 2006
Marine Midland Bank 1986 - 1988
Manfacturers Hanover Tr 1972 - 1986
Skills
Process Improvement, Banking, Management, Small Business Lending, Credit, Cross Selling, Investments, Business Development, Series 24, Commercial Banking, Vendor Management, Operations Management, Team Building
Education
American Institute of Banking
Certificate in Banking, Banking and Financial Support Services
St. Francis College
Business Administration and Management, General
Erie Community College August 2010 - Present
Erie Community College January 2000 - July 2010
Medaille College February 1990 - February 1999
Marine Midland Bank January 1987 - June 1989
Canisius College February 1983 - January 1987
Daemen College September 1977 - June 1983
Skills
Customer Service, Budgets, Higher Education, Student Affairs, Research, Student Development, Public Speaking, Community Outreach, Staff Development, Student Financial Aid, Grant Writing, Training, Fundraising, PowerPoint, Student Loans, Program Development, Leadership Development, Career Counseling
Education
Penn State University 1971 — 1975
BA, History
HealthNow New York Inc. April 2013 - Present
Marine Midland Bank 1987 - 1991
Skills
PeopleSoft
Education
University at Buffalo
BS, Information Technology
University at Buffalo
BS, Computational Mathematics
Northwestern Mutual Investment Services, LLC April 2013 - Present
Merrill Lynch January 1987 - March 1998
Marine Midland Bank January 1987 - January 1988
Skills
Customer Service, Multi Tasking, Problem Solving, Account Administration, Microsoft Office
Education
Syracuse University - Martin J. Whitman School of Management 1995 — 1999
MBA, 3.87
University at Albany, SUNY
Bachelor of Science, Business Administration
Dist. Sch. Bd. Of Pasco County May 2007 - August 2010
Bank of America September 2003 - May 2007
Key West Bank December 2001 - August 2003
Land O’ Lakes, Fl February 1997 - September 2001
Marine Midland Bank January 1995 - February 1997
Skills
Human Resources, Management, Payroll, Employee Benefits, Invoicing, Banking, Administration, Credit, Customer Service, Payments, Process Improvement
Education
St. Leo University 2013 — 2015
Bachelor's Degree, Business Administration and Management
Pasco-Hernando State College 2012 — 2013
Pasco-Hernando State College
Associate in Arts Degree
Clearstream April 2001 - Present
Bank of America October 1992 - January 2001
Marine Midland Bank September 1980 - January 1992
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C, Java
Education
St. John's University