Medallion Financial
Industry: Consumer lending company
DescriptionHeadquarters: New York City, NY Founded: 1995 Subsidiaries: New York Lizards, Medallion Bank,
Medallion Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Medallion Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Medallion Financial Employees
Employee
Years
Job
Industry
Abel Mezemer Abel Mezemer's Medallion Financial Experience March 2015 - Present
Job Portfolio Operations
Industry Financial Services
Experience
Medallion Financial March 2015 - Present
Medallion Financial December 2014 - Present
MHG Consulting March 2014 - March 2014
Bloomberg March 2011 - November 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Macintosh Computer and..., Retail, Sales, Finance, Negotiation, Research, Analysis, Financial Analysis, Social Media Marketing, Accounting
Education
Bucknell University 2006 — 2010
Bachelor of Arts (B.A.), Economics, 3.0
Medallion Financial March 2015 - Present
Medallion Financial December 2014 - Present
MHG Consulting March 2014 - March 2014
Bloomberg March 2011 - November 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Macintosh Computer and..., Retail, Sales, Finance, Negotiation, Research, Analysis, Financial Analysis, Social Media Marketing, Accounting
Education
Bucknell University 2006 — 2010
Bachelor of Arts (B.A.), Economics, 3.0
Sebastian Oh, CAMS Sebastian Oh, CAMS's Medallion Financial Experience 2003 - 2004
Job Compliance Examinations and Audits, VP
Industry Financial Services
Experience
FXCM January 2015 - Present
FXCM 2013 - 2013
FXCM 2010 - 2013
FXCM 2008 - 2010
Deutsche Bank FX - dbFX 2006 - 2008
FXCM 2005 - 2006
FXCM 2005 - 2005
FXCM 2004 - 2005
Medallion Financial 2003 - 2004
Woori America Bank 2003 - 2003
Skills
Foreign Exchange, Electronic Trading, Trading Systems, Trading, Financial Markets, Derivatives, FX trading, Risk Management, Currency, Project Management, Project Planning, Salesforce.com, CRM, Capital Markets, KYC, Certified Anti-Money..., Cash Management, Payment Card Processing, SWIFT payments, ACH, FATCA, Financial Risk, AML, FX Trading, Anti Money Laundering
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2004
Business, Computer Information Systems
FXCM January 2015 - Present
FXCM 2013 - 2013
FXCM 2010 - 2013
FXCM 2008 - 2010
Deutsche Bank FX - dbFX 2006 - 2008
FXCM 2005 - 2006
FXCM 2005 - 2005
FXCM 2004 - 2005
Medallion Financial 2003 - 2004
Woori America Bank 2003 - 2003
Skills
Foreign Exchange, Electronic Trading, Trading Systems, Trading, Financial Markets, Derivatives, FX trading, Risk Management, Currency, Project Management, Project Planning, Salesforce.com, CRM, Capital Markets, KYC, Certified Anti-Money..., Cash Management, Payment Card Processing, SWIFT payments, ACH, FATCA, Financial Risk, AML, FX Trading, Anti Money Laundering
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2004
Business, Computer Information Systems
Faith Roberts Faith Roberts's Medallion Financial Experience 1998 - 1999
Job Financial Services Professional
Industry Financial Services
Experience
Legg Mason 2005 - 2011
Cavalry Couriers 2001 - 2005
Medallion Financial 1998 - 1999
Skills
Auditing, Payroll, Accounts Receivable, Financial Analysis, Bloomberg, Microsoft Office, Bloomberg Terminal, FileMaker, Mac OS, Adobe
Education
College of New Rochelle 2002 — 2003
Legg Mason 2005 - 2011
Cavalry Couriers 2001 - 2005
Medallion Financial 1998 - 1999
Skills
Auditing, Payroll, Accounts Receivable, Financial Analysis, Bloomberg, Microsoft Office, Bloomberg Terminal, FileMaker, Mac OS, Adobe
Education
College of New Rochelle 2002 — 2003
Caitlin Manley Caitlin Manley's Medallion Financial Experience January 2014 - April 2014
Job Personal Assistant/ Project Manager
Industry Marketing and Advertising
Experience
Private May 2014 - Present
Medallion Financial January 2014 - April 2014
Brewster June 2013 - September 2013
Student Government Productions UF August 2012 - May 2013
Wolfgang Gainesville July 2012 - May 2013
Skills
Social Media, Microsoft Office, Public Relations, PowerPoint, Public Speaking, Microsoft Word, Event Planning, Facebook, Microsoft Excel, Photoshop, Research, Editing, Marketing Communications, Social Networking, Press Releases
Education
University of Florida 2009 — 2013
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Private May 2014 - Present
Medallion Financial January 2014 - April 2014
Brewster June 2013 - September 2013
Student Government Productions UF August 2012 - May 2013
Wolfgang Gainesville July 2012 - May 2013
Skills
Social Media, Microsoft Office, Public Relations, PowerPoint, Public Speaking, Microsoft Word, Event Planning, Facebook, Microsoft Excel, Photoshop, Research, Editing, Marketing Communications, Social Networking, Press Releases
Education
University of Florida 2009 — 2013
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Juan Lagares Juan Lagares's Medallion Financial Experience November 2003 - October 2005
Job Senior Underwriter
Industry Financial Services
Experience
Orchard Street Funding March 2014 - Present
Max Advance LLC September 2010 - March 2014
American Microloan May 2006 - January 2009
Medallion Financial November 2003 - October 2005
Skills
Investments, Small Business Lending, Funding, Real Estate, Start-ups, Negotiation, Factoring, New Business Development, Wealth Management, Equities, Credit, Fixed Income, Account Reconciliation, Commercial Lending, Credit Risk, Financial Analysis, Consumer Lending, Commercial Banking, Credit Analysis, Credit Cards, Due Diligence, Finance, Loan Origination, Corporate Finance, Electronic Payments, Lines Of Credit, Loans, Accounting, Analysis, Asset Based Lending, Portfolio Management
Education
Baruch College 2002 — 2005
Bachelor of Arts (BA), English Language and Literature/Letters/ Business Administration
Borough of Manhattan Community College 1998 — 1999
Associate of Arts (A.A.), Business Administration and Management, General
Orchard Street Funding March 2014 - Present
Max Advance LLC September 2010 - March 2014
American Microloan May 2006 - January 2009
Medallion Financial November 2003 - October 2005
Skills
Investments, Small Business Lending, Funding, Real Estate, Start-ups, Negotiation, Factoring, New Business Development, Wealth Management, Equities, Credit, Fixed Income, Account Reconciliation, Commercial Lending, Credit Risk, Financial Analysis, Consumer Lending, Commercial Banking, Credit Analysis, Credit Cards, Due Diligence, Finance, Loan Origination, Corporate Finance, Electronic Payments, Lines Of Credit, Loans, Accounting, Analysis, Asset Based Lending, Portfolio Management
Education
Baruch College 2002 — 2005
Bachelor of Arts (BA), English Language and Literature/Letters/ Business Administration
Borough of Manhattan Community College 1998 — 1999
Associate of Arts (A.A.), Business Administration and Management, General
Mobin Tariq's Medallion Financial Experience August 2010 - August 2011
Job Supervisor Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services January 2015 - Present
Citco Fund Services August 2013 - December 2014
JPMorgan Chase August 2011 - August 2013
Medallion Financial August 2010 - August 2011
Skills
Financial Analysis, Accounting, Corporate Finance, Alternative Investments, Valuation, Private Equity, Fixed Income, Equities, Fund Accounting, Account Reconciliation, Bonds, Financial Modeling, Portfolio Management
Education
Baruch College 2008 — 2011
BBA, Accountancy
Lahore School of Economics 2006 — 2008
Bachelor of Science, Finance
Citco Fund Services January 2015 - Present
Citco Fund Services August 2013 - December 2014
JPMorgan Chase August 2011 - August 2013
Medallion Financial August 2010 - August 2011
Skills
Financial Analysis, Accounting, Corporate Finance, Alternative Investments, Valuation, Private Equity, Fixed Income, Equities, Fund Accounting, Account Reconciliation, Bonds, Financial Modeling, Portfolio Management
Education
Baruch College 2008 — 2011
BBA, Accountancy
Lahore School of Economics 2006 — 2008
Bachelor of Science, Finance
Jennifer Schwerdtfeger, CPA Jennifer Schwerdtfeger, CPA's Medallion Financial Experience May 2012 - November 2012
Job Senior Financial Analyst at Financial Research Associates
Industry Financial Services
Experience
Financial Research Associates November 2014 - Present
Financial Research Associates November 2012 - Present
Medallion Financial May 2012 - November 2012
First National Bank of Omaha September 2010 - May 2012
First National Bank of Omaha January 2008 - September 2010
PricewaterhouseCoopers 2006 - 2008
Skills
Financial Analysis, Personal Financial..., Microsoft Office, Credit, Portfolio Management, Credit Analysis, Internal Controls, Loans, Analysis, Valuation, Cash Flow, Accounts Receivable, Accounts Payable, Financial Statements, Management, Payroll, Finance, Accounting, Forecasting, Auditing, Microsoft Excel, Corporate Finance, Financial Accounting, Financial Modeling, Financial Reporting, Variance Analysis, Risk Management
Education
New York Univeristy - School of Continuing and Professional Studies 2011 — 2012
Certificate in Personal Financial Planning
The College of William and Mary - The Mason School of Business 2005 — 2006
Master of Accounting
University of Iowa 2001 — 2005
Bachelor of Business Administration, Accounting
Financial Research Associates November 2014 - Present
Financial Research Associates November 2012 - Present
Medallion Financial May 2012 - November 2012
First National Bank of Omaha September 2010 - May 2012
First National Bank of Omaha January 2008 - September 2010
PricewaterhouseCoopers 2006 - 2008
Skills
Financial Analysis, Personal Financial..., Microsoft Office, Credit, Portfolio Management, Credit Analysis, Internal Controls, Loans, Analysis, Valuation, Cash Flow, Accounts Receivable, Accounts Payable, Financial Statements, Management, Payroll, Finance, Accounting, Forecasting, Auditing, Microsoft Excel, Corporate Finance, Financial Accounting, Financial Modeling, Financial Reporting, Variance Analysis, Risk Management
Education
New York Univeristy - School of Continuing and Professional Studies 2011 — 2012
Certificate in Personal Financial Planning
The College of William and Mary - The Mason School of Business 2005 — 2006
Master of Accounting
University of Iowa 2001 — 2005
Bachelor of Business Administration, Accounting
Jonathan Gorbea Jonathan Gorbea's Medallion Financial Experience June 2006 - December 2007
Job System Engineer at Personal Touch Home Care
Industry Information Technology and Services
Experience
Personal Touch Home Care May 2015 - Present
Personal Touch Home Care May 2012 - May 2015
Healthplus January 2008 - April 2012
Medallion Financial June 2006 - December 2007
Skills
Active Directory, Windows 7, SharePoint, Windows XP, Group Policy, Microsoft Office, Technical Support, Norton Ghost, WDS, OS X, Mac OS X, Ubuntu, DHCP, Internet Explorer, Firefox, DNS, Printers, Fedora, Symantec Endpoint..., Powershell, Microsoft Exchange
Education
CUNY New York City College of Technology 2003 — 2007
Bachelor of Science (B.S.), Computer Engineering Technology/Technician
Personal Touch Home Care May 2015 - Present
Personal Touch Home Care May 2012 - May 2015
Healthplus January 2008 - April 2012
Medallion Financial June 2006 - December 2007
Skills
Active Directory, Windows 7, SharePoint, Windows XP, Group Policy, Microsoft Office, Technical Support, Norton Ghost, WDS, OS X, Mac OS X, Ubuntu, DHCP, Internet Explorer, Firefox, DNS, Printers, Fedora, Symantec Endpoint..., Powershell, Microsoft Exchange
Education
CUNY New York City College of Technology 2003 — 2007
Bachelor of Science (B.S.), Computer Engineering Technology/Technician
Stephen Gramaglia Stephen Gramaglia's Medallion Financial Experience September 1997 - March 1999
Job Chief Operating Officer at Eastern Funding LLC
Industry Financial Services
Experience
Eastern Funding LLC March 2015 - Present
Eastern Funding LLC March 2013 - March 2015
Eastern Funding LLC April 1999 - March 2013
Medallion Financial September 1997 - March 1999
Skills
Accounting, Asset Based Lending, Budgets, Banking, Commercial Finance, Commercial Lending, Contract Negotiation, Credit Risk, Credit Evaluation, Credit Analysis, Finance, Loan Origination, Financial Reporting, Financial Analysis, Marketing, Management, Loans, New Business Development, Marketing Strategy, Sales Management, Sales, Portfolio Management, Strategic Planning, Small Business Lending
Education
Pace University-Pleasantville/Briarcliff Campus 1993 — 1996
BBA, Finance
Eastern Funding LLC March 2015 - Present
Eastern Funding LLC March 2013 - March 2015
Eastern Funding LLC April 1999 - March 2013
Medallion Financial September 1997 - March 1999
Skills
Accounting, Asset Based Lending, Budgets, Banking, Commercial Finance, Commercial Lending, Contract Negotiation, Credit Risk, Credit Evaluation, Credit Analysis, Finance, Loan Origination, Financial Reporting, Financial Analysis, Marketing, Management, Loans, New Business Development, Marketing Strategy, Sales Management, Sales, Portfolio Management, Strategic Planning, Small Business Lending
Education
Pace University-Pleasantville/Briarcliff Campus 1993 — 1996
BBA, Finance
Robert Schulman Robert Schulman's Medallion Financial Experience June 2012 - July 2012
Job Sales Assistant at Revolution Marketing
Industry
Experience
Revolution Marketing October 2014 - Present
Taglit-Birthright Israel January 2014 - April 2014
Medallion Financial June 2012 - July 2012
The Family NYC 2011 - August 2011
Skills
Microsoft Excel, PowerPoint
Education
Lehigh University - College of Business and Economics 2010 — 2014
Marketing
Horace Greeley High School 2006 — 2010
Revolution Marketing October 2014 - Present
Taglit-Birthright Israel January 2014 - April 2014
Medallion Financial June 2012 - July 2012
The Family NYC 2011 - August 2011
Skills
Microsoft Excel, PowerPoint
Education
Lehigh University - College of Business and Economics 2010 — 2014
Marketing
Horace Greeley High School 2006 — 2010
Eilene Lei Eilene Lei's Medallion Financial Experience March 2010 - June 2011
Job Group Underwriting Consultant at Anthem
Industry Insurance
Experience
Anthem, Inc. November 2014 - Present
WellPoint January 2013 - November 2014
WellPoint March 2012 - December 2012
WellPoint June 2011 - March 2012
Medallion Financial March 2010 - June 2011
Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Office, Lotus Notes, Windows, Mac OS X, Microsoft Word, Analysis, OS X, Underwriting, Access
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration, Finance and Investments, 3.87 GPA; 4.0 Major GPA
Macaulay Honors College at The City University of New York 2007 — 2011
Bachelor of Business Administration, Finance and Investments
Stuyvesant High School 2003 — 2007
Regents Diploma
Anthem, Inc. November 2014 - Present
WellPoint January 2013 - November 2014
WellPoint March 2012 - December 2012
WellPoint June 2011 - March 2012
Medallion Financial March 2010 - June 2011
Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Office, Lotus Notes, Windows, Mac OS X, Microsoft Word, Analysis, OS X, Underwriting, Access
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration, Finance and Investments, 3.87 GPA; 4.0 Major GPA
Macaulay Honors College at The City University of New York 2007 — 2011
Bachelor of Business Administration, Finance and Investments
Stuyvesant High School 2003 — 2007
Regents Diploma
Alan Muller Alan Muller's Medallion Financial Experience June 2011 - August 2011
Job Senior Auditor
Industry Accounting
Experience
Loeb & Troper October 2014 - Present
Loeb & Troper January 2013 - October 2014
Touro College June 2009 - January 2012
Medallion Financial June 2011 - August 2011
Chaim Day Camp June 2008 - August 2008
Camp Romimu June 2006 - August 2006
Skills
QuickBooks, Accounting, Financial Reporting, Microsoft Excel, Tax Accounting, Account Reconciliation, Tax Preparation, Microsoft Word, PowerPoint, Microsoft Office, Accounts Payable, Journal Entries, Access, Financial Modeling, Corporate Finance, Auditing, Financial Statements, General Ledger, Financial Accounting, GAAP, Financial Analysis, US GAAP, Internal Controls, Accounts Receivable, Bank Reconciliation, External Audit, Nonprofits, Fixed Assets
Education
Touro College 2009 — 2012
Bachelors of Science, Accounting
Yeshiva Torah Vodaath 1994 — 2008
High School, Talmudic Studies, Secular Studies
Loeb & Troper October 2014 - Present
Loeb & Troper January 2013 - October 2014
Touro College June 2009 - January 2012
Medallion Financial June 2011 - August 2011
Chaim Day Camp June 2008 - August 2008
Camp Romimu June 2006 - August 2006
Skills
QuickBooks, Accounting, Financial Reporting, Microsoft Excel, Tax Accounting, Account Reconciliation, Tax Preparation, Microsoft Word, PowerPoint, Microsoft Office, Accounts Payable, Journal Entries, Access, Financial Modeling, Corporate Finance, Auditing, Financial Statements, General Ledger, Financial Accounting, GAAP, Financial Analysis, US GAAP, Internal Controls, Accounts Receivable, Bank Reconciliation, External Audit, Nonprofits, Fixed Assets
Education
Touro College 2009 — 2012
Bachelors of Science, Accounting
Yeshiva Torah Vodaath 1994 — 2008
High School, Talmudic Studies, Secular Studies
Brian Weyman Brian Weyman's Medallion Financial Experience January 2010 - June 2010
Job Lead Financial Analyst at General Services Administration
Industry Financial Services
Experience
General Services Administration October 2013 - Present
General Services Administration August 2012 - October 2013
General Services Administration August 2010 - July 2012
Medallion Financial January 2010 - June 2010
Johnson & Johnson June 2008 - August 2008
Johnson & Johnson January 2008 - June 2008
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Managerial Finance, Portfolio Management, Forecasting, Auditing, Accounts Receivable, Strategic Financial..., Financial Planning, Budgets, Federal Budget
Education
The George Washington University - School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
Penn State University 2005 — 2009
B.S., Finance
General Services Administration October 2013 - Present
General Services Administration August 2012 - October 2013
General Services Administration August 2010 - July 2012
Medallion Financial January 2010 - June 2010
Johnson & Johnson June 2008 - August 2008
Johnson & Johnson January 2008 - June 2008
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Managerial Finance, Portfolio Management, Forecasting, Auditing, Accounts Receivable, Strategic Financial..., Financial Planning, Budgets, Federal Budget
Education
The George Washington University - School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
Penn State University 2005 — 2009
B.S., Finance
Gregory Kowalsky's Medallion Financial Experience June 2011 - August 2011
Job Associate Attorney at Ruskin Moscou Faltischek, PC
Industry Law Practice
Experience
Ruskin Moscou Faltischek, PC September 2015 - Present
Landman Corsi Ballaine & Ford P.C. March 2014 - September 2015
Silberstein, Awad & Miklos, P.C. December 2012 - March 2014
Sepe & O'Mahony PLLC September 2012 - November 2012
Steve Zissou & Associates February 2012 - May 2012
Financial Industry Regulatory Authority January 2012 - May 2012
Hofstra University Securities & Arbitration Clinic August 2011 - December 2011
Medallion Financial June 2011 - August 2011
Hofstra Law School May 2011 - August 2011
Hon. Arthur M. Diamond, Nassau County Supreme Court January 2011 - May 2011
Skills
Legal Writing, Courts, Litigation, Corporate Law, Westlaw, Trials, Legal Issues, Legal Research, Commercial Litigation, Employment Law, Civil Litigation, Securities Litigation, Personal Injury, Hearings, Bankruptcy, Corporate Governance, Medical Malpractice, Traditional Labor Law
Education
Hofstra University School of Law 2009 — 2012
Doctor of Law (J.D.), 3.72
SUNY Binghamton 2004 — 2008
Bachelor's degree, Political Science and Government, 3.6
Ruskin Moscou Faltischek, PC September 2015 - Present
Landman Corsi Ballaine & Ford P.C. March 2014 - September 2015
Silberstein, Awad & Miklos, P.C. December 2012 - March 2014
Sepe & O'Mahony PLLC September 2012 - November 2012
Steve Zissou & Associates February 2012 - May 2012
Financial Industry Regulatory Authority January 2012 - May 2012
Hofstra University Securities & Arbitration Clinic August 2011 - December 2011
Medallion Financial June 2011 - August 2011
Hofstra Law School May 2011 - August 2011
Hon. Arthur M. Diamond, Nassau County Supreme Court January 2011 - May 2011
Skills
Legal Writing, Courts, Litigation, Corporate Law, Westlaw, Trials, Legal Issues, Legal Research, Commercial Litigation, Employment Law, Civil Litigation, Securities Litigation, Personal Injury, Hearings, Bankruptcy, Corporate Governance, Medical Malpractice, Traditional Labor Law
Education
Hofstra University School of Law 2009 — 2012
Doctor of Law (J.D.), 3.72
SUNY Binghamton 2004 — 2008
Bachelor's degree, Political Science and Government, 3.6
Nga Man (Chelsea) Wong Nga Man (Chelsea) Wong's Medallion Financial Experience September 2013 - June 2014
Job Flight Attendant at Cathay Pacific Airways
Industry Financial Services
Experience
Cathay Pacific Airways August 2014 - Present
Medallion Financial September 2013 - June 2014
Chinatown Daycare Center February 2010 - June 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, OS X, Windows, Teamwork
Education
City University of New York-Baruch College 2010 — 2014
Bachelor’s Degree, Finance, General
Cathay Pacific Airways August 2014 - Present
Medallion Financial September 2013 - June 2014
Chinatown Daycare Center February 2010 - June 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, OS X, Windows, Teamwork
Education
City University of New York-Baruch College 2010 — 2014
Bachelor’s Degree, Finance, General
Najma Ahmed Zanelli Najma Ahmed Zanelli's Medallion Financial Experience April 2006 - May 2007
Job Manager Sales Administration
Industry Retail
Experience
Humana August 2014 - Present
INSYS Group, Inc. (Citigroup) September 2013 - April 2014
INSYS Group, Inc. (Citigroup) 2010 - November 2011
Finlay Fine Jewelry January 2008 - May 2009
JPMorgan Chase May 2007 - December 2007
Medallion Financial April 2006 - May 2007
JPMorgan Chase May 2000 - April 2006
Skills
Financial Reporting, Forecasting, Management, Accounting, Financial Modeling, Budgets, Finance, Data Analysis, Account Reconciliation, Portfolio Management, General Ledger, Project Management, Microsoft Excel, Sales, Business Objects, Essbase, P&L Analysis, Great Plains Software
Education
LIU Brooklyn 1996 — 2005
Bachelor's degree, Accounting and Business/Management
LIU Brooklyn 1996 — 2001
Bachelor of Science, Business Management
Humana August 2014 - Present
INSYS Group, Inc. (Citigroup) September 2013 - April 2014
INSYS Group, Inc. (Citigroup) 2010 - November 2011
Finlay Fine Jewelry January 2008 - May 2009
JPMorgan Chase May 2007 - December 2007
Medallion Financial April 2006 - May 2007
JPMorgan Chase May 2000 - April 2006
Skills
Financial Reporting, Forecasting, Management, Accounting, Financial Modeling, Budgets, Finance, Data Analysis, Account Reconciliation, Portfolio Management, General Ledger, Project Management, Microsoft Excel, Sales, Business Objects, Essbase, P&L Analysis, Great Plains Software
Education
LIU Brooklyn 1996 — 2005
Bachelor's degree, Accounting and Business/Management
LIU Brooklyn 1996 — 2001
Bachelor of Science, Business Management
Richard Chun's Medallion Financial Experience July 2001 - October 2004
Job Director Financial Analysis at Feld Real Estate, LLC
Industry Retail
Experience
Feld Real Estate, LLC July 2014 - Present
Omnicom Group July 2012 - June 2014
Toys R Us January 2010 - July 2012
Bergen Community College January 2012 - May 2012
Arcola Community Church 2009 - 2012
Toys R Us, Inc August 2006 - December 2009
Federal Farm Credit Banks Funding Corporation November 2004 - July 2006
Medallion Financial July 2001 - October 2004
Dice, Inc. November 1999 - July 2001
Deloitte & Touche January 1994 - November 1999
Skills
Financial Reporting, Accounting, Financial Analysis, QuickBooks, US GAAP, General Ledger, Budgets, Microsoft Excel, Financial Statements, Forecasting, Sarbanes-Oxley Act, Account Reconciliation, Internal Controls, Finance, SEC filings
Education
Rutgers, The State University of New Jersey-Newark 1993 — 1994
MAccy, Accounting
University of Michigan 1987 — 1991
BBA, Business Administration
Feld Real Estate, LLC July 2014 - Present
Omnicom Group July 2012 - June 2014
Toys R Us January 2010 - July 2012
Bergen Community College January 2012 - May 2012
Arcola Community Church 2009 - 2012
Toys R Us, Inc August 2006 - December 2009
Federal Farm Credit Banks Funding Corporation November 2004 - July 2006
Medallion Financial July 2001 - October 2004
Dice, Inc. November 1999 - July 2001
Deloitte & Touche January 1994 - November 1999
Skills
Financial Reporting, Accounting, Financial Analysis, QuickBooks, US GAAP, General Ledger, Budgets, Microsoft Excel, Financial Statements, Forecasting, Sarbanes-Oxley Act, Account Reconciliation, Internal Controls, Finance, SEC filings
Education
Rutgers, The State University of New Jersey-Newark 1993 — 1994
MAccy, Accounting
University of Michigan 1987 — 1991
BBA, Business Administration
Christina O'Reilly's Medallion Financial Experience March 2006 - September 2007
Job Director of Accounting Services at Health Care Navigator, LLC
Industry Accounting
Experience
Health Care Navigator January 2014 - Present
Greater New York Hospital Association March 2013 - December 2013
National Realty & Development Corp. March 2008 - March 2013
Stone Tower Capital October 2007 - January 2008
Medallion Financial March 2006 - September 2007
ProcureStaff 2003 - 2004
Neuberger Berman 2001 - 2003
Morgan Stanley October 1999 - April 2001
Deloitte & Touche 1998 - 1999
Skills
Financial Analysis, Financial Modeling, Accounting, Internal Controls, Finance, Mergers & Acquisitions, Analysis, Account Reconciliation, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Financial Statements, GAAP, US GAAP, Variance Analysis, Auditing
Education
Fairfield University 1994 — 1998
Bachelor of Science, Accounting
John F. Kennedy Catholic High School
Health Care Navigator January 2014 - Present
Greater New York Hospital Association March 2013 - December 2013
National Realty & Development Corp. March 2008 - March 2013
Stone Tower Capital October 2007 - January 2008
Medallion Financial March 2006 - September 2007
ProcureStaff 2003 - 2004
Neuberger Berman 2001 - 2003
Morgan Stanley October 1999 - April 2001
Deloitte & Touche 1998 - 1999
Skills
Financial Analysis, Financial Modeling, Accounting, Internal Controls, Finance, Mergers & Acquisitions, Analysis, Account Reconciliation, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Financial Statements, GAAP, US GAAP, Variance Analysis, Auditing
Education
Fairfield University 1994 — 1998
Bachelor of Science, Accounting
John F. Kennedy Catholic High School
Thomas Munson's Medallion Financial Experience October 2012 - Present
Job Senior Vice President at Medallion Financial Corp.
Industry Financial Services
Experience
Medallion Financial October 2012 - Present
Valley National Bank January 2012 - September 2012
State Bank of Long Island August 2004 - December 2011
Allied North America June 2001 - July 2004
Skills
Cash Flow Lending, Commercial Banking, Loans, Real Estate Financing, Commercial Lending, Credit Analysis, Underwriting, Banking, Small Business Lending, Credit, Portfolio Management, Risk Management, Financial Risk, Commercial Mortgages, Cash Management, Asset Based Lending, Retail Banking, Credit Risk, Loan Origination, Lines Of Credit, Relationship Management, Due Diligence, Mortgage Lending, Financial Structuring, Finance
Education
LIU Post 2006 — 2009
MBA, Finance
University of Scranton 2001 — 2004
BS, Finance
Hofstra University 2000 — 2001
BS, Finance
Medallion Financial October 2012 - Present
Valley National Bank January 2012 - September 2012
State Bank of Long Island August 2004 - December 2011
Allied North America June 2001 - July 2004
Skills
Cash Flow Lending, Commercial Banking, Loans, Real Estate Financing, Commercial Lending, Credit Analysis, Underwriting, Banking, Small Business Lending, Credit, Portfolio Management, Risk Management, Financial Risk, Commercial Mortgages, Cash Management, Asset Based Lending, Retail Banking, Credit Risk, Loan Origination, Lines Of Credit, Relationship Management, Due Diligence, Mortgage Lending, Financial Structuring, Finance
Education
LIU Post 2006 — 2009
MBA, Finance
University of Scranton 2001 — 2004
BS, Finance
Hofstra University 2000 — 2001
BS, Finance
Anthony Cutrone's Medallion Financial Experience October 2007 - Present
Job Certified Public Accountant
Industry Financial Services
Experience
Medallion Financial October 2007 - Present
Charles A. Barragato & Co. LLP CPAs March 2004 - October 2007
BDO Seidman, LLP October 2001 - March 2004
Skills
US GAAP, Accounting, Auditing, CPA, Financial Accounting, Financial Analysis, Financial Reporting, SEC filings, Sarbanes-Oxley Act
Education
Hofstra University
BBA, Accounting
Medallion Financial October 2007 - Present
Charles A. Barragato & Co. LLP CPAs March 2004 - October 2007
BDO Seidman, LLP October 2001 - March 2004
Skills
US GAAP, Accounting, Auditing, CPA, Financial Accounting, Financial Analysis, Financial Reporting, SEC filings, Sarbanes-Oxley Act
Education
Hofstra University
BBA, Accounting
Allison Calkins's Medallion Financial Experience May 2003 - November 2004
Job Senior Counsel at Clyde & Co US LLP
Industry Law Practice
Experience
Clyde & Co LLP June 2010 - Present
Sedgwick Detert Moran & Arnold LLP November 2004 - June 2010
Medallion Financial May 2003 - November 2004
US Securities and Exchange Commission August 2003 - December 2003
Skills
Accounting, Legal Research, Corporate Governance, Corporate Law, Appeals, Claims Management, Mediation, Commercial Litigation, Insurance, Litigation, Analysis, Courts, Legal Liability, Claim, Civil Litigation, Securities, Mergers, Liability, Legal Writing, Dispute Resolution, Litigation Management, Legal Advice, D, Financial Institutions, Alternative Dispute..., Class Actions
Education
St. John's University School of Law 2001 — 2004
J.D., Law
University at Buffalo 1997 — 2001
B.S., Business Administration - Finance
Clyde & Co LLP June 2010 - Present
Sedgwick Detert Moran & Arnold LLP November 2004 - June 2010
Medallion Financial May 2003 - November 2004
US Securities and Exchange Commission August 2003 - December 2003
Skills
Accounting, Legal Research, Corporate Governance, Corporate Law, Appeals, Claims Management, Mediation, Commercial Litigation, Insurance, Litigation, Analysis, Courts, Legal Liability, Claim, Civil Litigation, Securities, Mergers, Liability, Legal Writing, Dispute Resolution, Litigation Management, Legal Advice, D, Financial Institutions, Alternative Dispute..., Class Actions
Education
St. John's University School of Law 2001 — 2004
J.D., Law
University at Buffalo 1997 — 2001
B.S., Business Administration - Finance
Eva (Yi-Fang) Shen's Medallion Financial Experience February 2012 - January 2015
Job Examnier at Financial Industry Regulatory Authority (FINRA)
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) January 2015 - Present
Medallion Financial February 2012 - January 2015
Presidio International Inc December 2008 - February 2012
Presidio International Inc. December 2007 - December 2008
Institutional Investment Advisors Corp May 2007 - November 2007
Skills
Leadership, Management, Business Process..., Microsoft Excel, Financial Analysis, Statistics, Analysis, Finance, Internal Audit, Auditing, Budgets, Financial Modeling, Banking, Risk Management, Accounting, Software Documentation, Time Management, Portfolio Management, Account Reconciliation, Access, Credit, Forecasting, Sarbanes-Oxley Act, Microsoft Office, Strategic Financial..., Bloomberg, Investments, Financial Reporting, Financial Statements, Corporate Finance, Teamwork, Due Diligence, Financial Accounting
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Baruch College, City University of New York, New York, NY
Contemporary American Business Practices Certificate, Finance & Accounting
National Cheng Kung University, Tainan, Taiwan
Bachelor, Engineering Science
Financial Industry Regulatory Authority (FINRA) January 2015 - Present
Medallion Financial February 2012 - January 2015
Presidio International Inc December 2008 - February 2012
Presidio International Inc. December 2007 - December 2008
Institutional Investment Advisors Corp May 2007 - November 2007
Skills
Leadership, Management, Business Process..., Microsoft Excel, Financial Analysis, Statistics, Analysis, Finance, Internal Audit, Auditing, Budgets, Financial Modeling, Banking, Risk Management, Accounting, Software Documentation, Time Management, Portfolio Management, Account Reconciliation, Access, Credit, Forecasting, Sarbanes-Oxley Act, Microsoft Office, Strategic Financial..., Bloomberg, Investments, Financial Reporting, Financial Statements, Corporate Finance, Teamwork, Due Diligence, Financial Accounting
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Baruch College, City University of New York, New York, NY
Contemporary American Business Practices Certificate, Finance & Accounting
National Cheng Kung University, Tainan, Taiwan
Bachelor, Engineering Science
Cuiyu Wu's Medallion Financial Experience January 2014 - September 2014
Job Underwriting Assistant at Zurich Insurance Company Ltd
Industry Financial Services
Experience
Zurich North America February 2015 - Present
Leading Insurance Co September 2014 - February 2015
Medallion Financial January 2014 - September 2014
Medallion Financial June 2011 - August 2013
Collegiate Association of Women In Business June 2010 - June 2012
Baruch College - Team Baruch August 2011 - December 2011
Courtney Washington Fashion Studio June 2010 - December 2011
Kumon June 2007 - September 2007
Skills
LexisNexis Insurance..., WWE, Great Plains Software, FRx Report Designer, CT Liens Solutions, UCC filings, PowerPoint, Outlook, InDesign, Photoshop, Excel, Word, Microsoft Excel, Microsoft Word, Analysis, Accounting, Finance, General Ledger, LexisNexis, Insurance
Education
City University of New York-Baruch College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Brooklyn Technical High School 2004 — 2008
Brooklyn Tech Diploma and Regents Diploma, Technology and Liberal Arts
Zurich North America February 2015 - Present
Leading Insurance Co September 2014 - February 2015
Medallion Financial January 2014 - September 2014
Medallion Financial June 2011 - August 2013
Collegiate Association of Women In Business June 2010 - June 2012
Baruch College - Team Baruch August 2011 - December 2011
Courtney Washington Fashion Studio June 2010 - December 2011
Kumon June 2007 - September 2007
Skills
LexisNexis Insurance..., WWE, Great Plains Software, FRx Report Designer, CT Liens Solutions, UCC filings, PowerPoint, Outlook, InDesign, Photoshop, Excel, Word, Microsoft Excel, Microsoft Word, Analysis, Accounting, Finance, General Ledger, LexisNexis, Insurance
Education
City University of New York-Baruch College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Brooklyn Technical High School 2004 — 2008
Brooklyn Tech Diploma and Regents Diploma, Technology and Liberal Arts
Manuel Tacugue's Medallion Financial Experience 2006 - Present
Job
Industry Financial Services
Experience
Medallion Financial 2006 - Present
The Pharmacy Fund July 1998 - April 1999
International Bank of California June 1989 - April 1993
Skills
Banking, Credit, Financial Analysis, Portfolio Management, Investments, Underwriting, Risk Management, Finance, Credit Analysis, Mortgage Lending, Loans, Microsoft Office, Customer Service, Management
Education
Asian Institute of Management
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Mapua Institute of Technology
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Medallion Financial 2006 - Present
The Pharmacy Fund July 1998 - April 1999
International Bank of California June 1989 - April 1993
Skills
Banking, Credit, Financial Analysis, Portfolio Management, Investments, Underwriting, Risk Management, Finance, Credit Analysis, Mortgage Lending, Loans, Microsoft Office, Customer Service, Management
Education
Asian Institute of Management
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Mapua Institute of Technology
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Cherry Rose Roldan's Medallion Financial Experience October 2005 - August 2011
Job Financial Reporting Analyst at Gilt.com
Industry Accounting
Experience
Gilt.com August 2012 - Present
XO Group Inc. (formerly known as The Knot) August 2011 - August 2012
Medallion Financial October 2005 - August 2011
Skills
Accounting, Financial Reporting, Finance, Financial Accounting, General Ledger, Accounts Payable, Auditing, Hyperion, Oracle SQL Developer, Hyperion HFM, Great Plains
Education
New Jersey City University
Bachelor's degree, Accounting
Gilt.com August 2012 - Present
XO Group Inc. (formerly known as The Knot) August 2011 - August 2012
Medallion Financial October 2005 - August 2011
Skills
Accounting, Financial Reporting, Finance, Financial Accounting, General Ledger, Accounts Payable, Auditing, Hyperion, Oracle SQL Developer, Hyperion HFM, Great Plains
Education
New Jersey City University
Bachelor's degree, Accounting
Stacie Barton's Medallion Financial Experience 1995 - 1997
Job Financial Process Manager at AT&T
Industry Telecommunications
Experience
AT&T May 2003 - Present
Burlington Stores, Inc. 2001 - 2003
Price Waterhouse Management Consultants 1997 - 2001
Medallion Financial 1995 - 1997
Ernst & Young 1991 - 1995
Skills
Financial Requirement..., Technical Accounting..., Six Sigma Certified..., SAP RM-CA (Receivables..., Chartered Global..., Analysis, Integration, Strategy, Management
Education
State University of New York at Albany
Bachelor of Science (B.S.), Accounting
AT&T May 2003 - Present
Burlington Stores, Inc. 2001 - 2003
Price Waterhouse Management Consultants 1997 - 2001
Medallion Financial 1995 - 1997
Ernst & Young 1991 - 1995
Skills
Financial Requirement..., Technical Accounting..., Six Sigma Certified..., SAP RM-CA (Receivables..., Chartered Global..., Analysis, Integration, Strategy, Management
Education
State University of New York at Albany
Bachelor of Science (B.S.), Accounting
LendingTree
Lending Tree
LendingTree, LLC
First Cash Financial Services