National Westminster Bank
Industry: Retail banking company
DescriptionNational Westminster Bank, commonly known as NatWest, is a major retail and commercial bank in the United Kingdom. It was established in 1968 by the merger of National Provincial Bank and Westminster Bank. Since 2000, it has been part of The Royal Bank of Scotland Group. Credit card support: 011 44 1268 508018 Headquarters: London, United Kingdom Parent organization: NatWest Holdings Inc. CEO: Ross McEwan (Oct 1, 2013–) Founded: 1968, London, United Kingdom Subsidiaries: Coutts, RBS INVOICE FINANCE LIMITED,
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National Westminster Bank Employees
Dan Marino Foundation July 2010 - August 2010
Dan Marino Foundation July 2009 - August 2009
National Westminster Bank April 1983 - August 1985
Education
Florida Atlantic University 2012 — 2014
Bachelor's Degree, Accounting and Business/Management, 3.9/4.0
Broward Community College 2009 — 2012
Associate's Degree, 3.98/4.0
LL Innovative Media Management November 2014 - Present
UBS Financial Services Inc. March 2002 - November 2014
IFMG Securities, Inc January 1999 - January 2002
IFMG January 1997 - January 1999
National Westminster Bank January 1994 - January 1997
Skills
State & SRO Regulator..., Securities Registration, Social Media Marketing, Employee Training, Regulatory & Compliance..., Regulatory Inquiries, Social Media Management, S.6 & 63, FINRA, Banking, AML, Finance, Insurance, Management, Marketing, Mergers, Recruiting, Risk Management, SMO, Sales, Securities, Series 24, Series 7, Anti Money Laundering, Portfolio Management, Investments, Leadership, Mergers & Acquisitions, Financial Services
Education
Fashion Institute of Technology 1987 — 1991
Bachelor’s Degree, Marketing and Communications
Fashion Institute of Technology 1987 — 1991
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
LIDP Consulting Services, Inc. July 2014 - Present
LIDP Consulting Services April 2011 - June 2014
Freelancer 2005 - 2010
LIDP Consulting, Inc. 2001 - 2008
National Westminster Bank 1995 - 1999
SouthWest Electricity Board July 1994 - January 1995
Hallmark Cards UK March 1991 - July 1994
Independent Holdings Pty Ltd February 1988 - August 1990
Blue Cross and Blue Shield July 1985 - November 1987
Skills
COBOL, CICS, JCL, VSAM, XML, Unix, Software Development, Java, Perl, Programming, Problem Solving, Mainframe, Application Development, Endeavor, Fileaid, MVS, Easytrieve, Software Documentation, SDLC, Eclipse, ACORD, DB2, SQL, Software Design, Business Analysis, Testing, Systems Analysis
Education
North Central College 2013 — 2016
Master of Business Administration (M.B.A.), International Business
Columbia College Chicago 2004 — 2008
BA, Film & Video, Honors
North Central College 2001 — 2003
BS, Computer Science
Nova Southeastern University December 2012 - Present
Wisdom Tutoring March 2012 - Present
Camp Ocean Harbour Discoveries July 2011 - July 2013
Kaplan University May 2009 - March 2012
Kaplan University September 2008 - May 2009
Bank of America August 2004 - May 2008
Fleet Bank June 2002 - August 2004
National Westminster Bank May 1989 - June 2002
Skills
Banking, Relationship Management, Staff Development, Coaching, Instructional Design, Career Development, Building Relationships, Leadership, Leadership Development, Customer Retention, Customer Service, Call Center, Training, E-Learning, Teaching, Tutoring, Curriculum Design, Interviews, Accounting, Team Building, Call Centers, Management, Finance
Education
Nova Southeastern University 2013 — 2015
Masters, Accounting
Kaplan University 2010 — 2011
Bachelor of Science, Accounting; Public Accountancy
Fordham University 1988 — 1992
Bachelors in Science, Math/Economics, 3.3
Wells Fargo Advisors LLC March 2010 - Present
Morgan Stanley Smith Barney February 1999 - March 2010
Merrill Lynch April 1993 - January 1999
Barclays January 1991 - March 1993
National Westminster Bank July 1988 - December 1990
Chase Manhattan Bank July 1978 - June 1988
Skills
Retirement Planning, 401k, 401k Rollovers, Wealth Management, Investments, Series 7, Series 63, Finance, Asset Allocation, Securities, Mutual Funds, Investment Advisory, Alternative Investments, Investment Strategies, Strategic Financial..., Financial Services
Education
Rutgers University 1980 — 1984
Master of Business Administration (MBA)
Lehigh University 1974 — 1978
Bachelor of Science (BS), Accounting and Finance
Minisink Valley 1970 — 1974
The Seaport Group September 2010 - Present
Beta Capital Management October 2007 - August 2010
BCP Securities June 1998 - July 2007
Yamaichi International (America), Inc July 1993 - November 1997
Mitsubishi Bank Limited November 1990 - July 1993
National Westminster Bank June 1985 - November 1990
The world Bank June 1984 - August 1984
Skills
Sales, Trading, Investments, Securities, Fixed Income, Equities, Investment Banking, Capital Markets, Emerging Markets, High Yield Bonds, High Grade, Alternative Investments, Structured Products, Derivatives, Investors, Hedge Funds, Private Banking, Real Money, Dedicated Emerging..., High Yield
Education
Columbia University in the City of New York 1983 — 1985
Masters of International Affairs, International Finance
SUNY Albany 1979 — 1983
Bachelor of Arts (B.A.), Double Major Political Science and Interamerican Studies
Seaside National Bank & Trust November 2014 - Present
U.S. Trust July 2008 - June 2014
Wells Fargo 1995 - 2008
National Westminster Bank 1986 - 1995
Skills
Portfolio Management, Banking, Wealth Management, Asset Allocation, High Net Worth..., Finance, Financial Analysis, Credit, Retirement Planning, Investment Strategies, Strategy, Estate Planning, Strategic Financial..., Wealth Management..., Asset Management, Investments, Strategic Planning, Risk Management, Loans, Commercial Lending, Mortgage Lending, Private Equity, Capital Markets, Credit Analysis, Small Business Lending, Investment Banking, Financial Advisory, Commercial Banking
Education
Hofstra University
Masters of Business Administration, Banking and Finance
St. John's University
Bachelor of Science (BS), Finance, Summa Cum Laude
Kinney Drugs July 2015 - Present
Jamberry Nails February 2015 - July 2015
The Linde Group August 2011 - September 2014
Suburban Propane September 2005 - September 2010
Suburban Propane September 2004 - September 2005
Suburban Propane November 1996 - September 2004
Suburban Propane November 1993 - November 1996
Suburban Propane October 1990 - October 1993
National Westminster Bank September 1988 - October 1990
The Great Atlantic & Pacific Tea Company 1986 - 1987
Skills
SAP, Software Documentation, Management, SAP R/3, Budgets, Accounts Payable, Strategic Financial..., SD, Outlook, Hyperion Enterprise, Finance, Internal Controls, Accounts Receivable, System Administration, Internal Audit, Project Planning, Process Improvement, SAP ERP
Education
Centenary College 1997 — 1997
Accounting
Hopatcong 1983 — 1987
AGT The Safe Money People 2010 - Present
United Cerebral Palsy Association of Nassau County, Inc. (UCPN) April 2000 - June 2010
Safran TLC 1992 - 2000
National Westminster Bank 1989 - 1991
Rivkin Radler LLP 1988 - 1989
Jerry Hochhauser Insurance Company 1987 - 1988
Skills
Strategic Planning, Team Building, Project Management, Event Planning, Management, Public Relations, Event Management, Project Planning, Marketing Strategy, New Business Development, Marketing, Accounting, Financial Analysis, Microsoft Word, Customer Service, Team Leadership, Organizational..., Leadership, Business Planning, Business Strategy, Insurance, Sales, Financial Planning
Education
Adelphi University 2007 — 2007
Post Masters, Bilingual Education, 4.0
Long Island University, C.W. Post Campus 1992 — 1993
Master's degree, 4.0
Hofstra University 1984 — 1987
Bachelor of Science (BS), Computer Science
Currently looking for new opportunity July 2014 - Present
Citigroup June 2004 - June 2014
Citi June 1996 - May 2004
National Westminster Bank December 1991 - May 1996
Skills
PMP, Project Management, Program Management, PMO, Project Portfolio..., Project Delivery, SharePoint, Strategy, Information Security, Training, Risk Management, IT Strategy, Integration, Change Management, Business Analysis, Vendor Management
Education
Adelphi University
Master of Business Administration (M.B.A.), Finance
State University of New York at Binghamton
Bachelor's Degree, Biology
Citiva Medical LLC. June 2015 - Present
Lehan & Company LLC. August 2012 - Present
Kozy Shack Enterprises October 2009 - June 2012
Kozy Shack Enterprises July 1999 - November 2009
Cablevision October 1998 - July 1999
Tellabs October 1996 - September 1998
National Westminster Bank June 1991 - September 1996
Skills
Strategic Planning, Supply Chain Management, Business Intelligence, Business Alignment, Information Technology, Information Management, Enterprise Information..., SaaS, VMware, Sales & Operations..., Performance Analytics &..., Vendor Management, Sales Plan, Budgets, Sales, Sales Operations, Consumer Products, P&L Management, Business Analysis, Cross-functional Team..., Strategy, CRM, Income Statement, ERP, Leadership, Supply Chain, Business Planning, Analytics, Analysis, Business Strategy, Project Planning, Team Leadership, Management, Market Research, FMCG, Procurement, IT Management, Cloud Computing, SAP, Customer Insight, Pricing, Executive Management, Business Transformation, Turn Around Management, Demand Planning, Forecasting, Turnaround Experience, Business Valuation, Process Improvement, Salesforce.com
Education
Hofstra University 1997 — 2003
Master of Business Administration (M.B.A.), Business Computer Information Systems
Saint Joseph's College 1986 — 1990
Bachelor of Arts (B.A.), Psychology
Protege Hunters December 2012 - Present
National Westminster Bank 1992 - 1995
Midland Bank (HSBC) 1988 - 1992
Skills
Executive Search, Applicant Tracking..., Recruiting, Technical Recruiting, Talent Acquisition, Staffing Services, Internet Recruiting, Permanent Placement, Benefits Negotiation, Contract Recruitment, Sourcing, Temporary Placement, Cold Calling, Consulting, College Recruiting, New Business Development, Onboarding, Business Intelligence, Professional Services, Screening, Temporary Staffing, Staff Augmentation, Human Resources, Screening Resumes, Interviews, Recruitment Advertising, CRM, Business Development, Leadership, Management, Account Management
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Accounting
University of Michigan
Bachelor of Arts (B.A.)
Wake Up World Communications (Trumeau, Inc.) August 2008 - Present
Winegar Fine Art November 2004 - December 2011
Estee Lauder 2000 - 2005
Export Finance & Insurance Corporation 1999 - 2000
National Westminster Bank 1997 - 1998
Ernst & Young 1995 - 1997
Skills
Australasia, Marketing Strategy, Social Media Marketing, Public Speaking, Digital Public Relations, Global Health, Campaign Strategies, Coaching, Training, Blogging, Marketing, Strategy, Marketing Communications, Social Media, Leadership, Nonprofits, Change Management, Social Networking, Policy, Public Relations, Management, Research, Business Strategy
Education
Birkbeck, University of London 1997 — 2000
M.Sc Organizational Behaviour, Training & Development, Work/Life Studies
The University of Queensland 1987 — 1990
B. Economics, Business/Managerial Economics
Pet Partners LLC May 2015 - Present
Zimilate March 2013 - May 2015
Zoona October 2010 - March 2013
Ubuntu Advisors April 2007 - March 2013
Johns Hopkins School of Advanced International Studies October 2008 - May 2010
VSource June 2005 - April 2007
Landmarks January 2004 - June 2005
VetCentric January 1999 - January 2004
Starpoint Solutions October 1996 - January 1999
National Westminster Bank July 1994 - October 1996
Skills
Venture Capital, Start-ups, Software Development, Executive Management, Management, Business Strategy, Product Management, Due Diligence, Strategy, Emerging Markets, Business Development, Mobile Devices, Portfolio Management, Strategic Planning, Investments, Strategic Partnerships, Program Management, Management Consulting, Entrepreneurship, Enterprise Software, Leadership, Change Management, E-commerce, Market Research, Mergers & Acquisitions, Team Leadership, Financial Modeling, Corporate Finance, Business Planning, Corporate Development
Education
Cornell University - S.C. Johnson Graduate School of Management 1992 — 1994
Masters in Business Administration
University of Pennsylvania 1984 — 1988
BA, Economics
Financial Services Technology Firm June 2015 - Present
Consultant to a Global Bank January 2014 - Present
Gresham Risk Partners January 2012 - December 2013
VERO Capital Management July 2008 - December 2011
Citibank April 2000 - December 2007
Greenwich Capital (NatWest Bank) December 1997 - March 2000
NatWest Bank March 1995 - December 1997
NatWest Bank December 1993 - March 1995
National Westminster Bank December 1991 - November 1993
Towers Perrin January 1991 - December 1991
Skills
Fixed Income, Structuring, Client Relationship..., Portfolio Management, Financial Structuring, Risk Management, Investments, Investment Strategies, Structured Finance, New Business Development, ABS, CDO, Structured Products, Hedge Funds, Equities, Valuation, Trading, Financial Risk, Swaps, Asset Allocation, CMBS, Commodity
Education
Fellow of the Institute of Actuaries ("FIA"), London 1986 — 1990
City University London 1983 — 1986
Actuarial Science, Actuarial, Math, Economics, Statistics
Self Employed November 2011 - Present
UBS October 2006 - November 2011
McCracken Financial Software September 2005 - September 2006
MortgageRamp April 2002 - September 2005
Reaxon LLC October 2000 - August 2001
Madison Real Estate Technologies June 1998 - September 2000
Deloitte & Touche June 1995 - April 1998
Chemical Bank April 1991 - August 1993
National Westminster Bank June 1987 - April 1991
Skills
Product Management, SDLC, Business Development, Business Strategy, Commercial Real Estate, CMBS, Business Analysis, Process Improvement, Project Management, Due Diligence, Real Estate, Capital Markets, Asset Managment, Real Estate Economics, Asset Management, Finance, Banking, Portfolio Management
Education
Duke University - The Fuqua School of Business 1993 — 1995
MBA
Mount Saint Mary's College 1983 — 1987
BS
Sumitomo Mitsui Banking Corporation August 1997 - Present
National Westminster Bank 1989 - 1997
Marine Midland Bank, N.A. 1974 - 1989
Skills
Credit Analysis, Loans, Capital Markets, Syndications, Portfolio Management, Profit & Loss Management, Debt Restructuring, Equity Capital Markets
Education
Adelphi University 1977 — 1977
MBA, Banks & FInancial Markets
College of the Holy Cross 1968 — 1972
BA, Biology
Houlihan Lawrence Vice PresidentBHF-BANKJune 1992 - 1994
National Westminster Bank June 1985 - June 1992
Education
NYU Stern School of Business 1990 — 1992
Master of Business Administration (MBA), Finance/Marketing
Fairfield University 1981 — 1985
Bachelor of Arts (BA), Economics
Wells Fargo October 2009 - Present
Wells Fargo October 2004 - October 2009
Wells Fargo May 1998 - October 2004
Wells Fargo May 1997 - May 1998
Wells Fargo April 1994 - May 1997
Bank Hapoalim B.M. October 1988 - April 1994
National Westminster Bank May 1985 - October 1988
First Pennsylvania Bank July 1981 - May 1985
First Pennsylvania Bank October 1979 - July 1981
First Pennsylvania Bank September 1978 - October 1979
Skills
Asset Management, Investments, Funding, Underwriting, Loans, Banking, Mortgage Lending, Asset Managment, Credit Analysis, Equities, Finance, Credit, Mutual Funds, Accounting, Management, Analysis, Portfolio Management, Credit Risk, Leadership, Commercial Lending, Due Diligence, Small Business Lending
Education
La Salle University 1980 — 1985
Bachelor's degree, Accounting, 3.5 / 4
CardioReady March 2010 - Present
SMA of Delaware - represented by Getty Images 1998 - Present
Echolab - sold to Blackmagic Design November 2003 - November 2008
Rhombus Services - sold to Legacy Retail Services 2002 - 2008
The Image Bank of Canada - sold to Getty Images 1991 - 2000
National Westminster Bank 1987 - 1991
Skills
Strategic Partnerships, Business Development, Entrepreneurship, Management, Marketing, Sales, Sales Management, Team Building, Negotiation, Forecasting, Project Planning, Photography, Performance Management, Film, Financial Analysis
Education
Fordham University
BS, Finance
University of Pennsylvania - The Wharton School
Executive Education Program, Competitive Marketing
APC Executive Search, LLC 2002 - Present
Union Bank 1991 - 2000
Wells Fargo Bank 1989 - 1991
Barclays Bank 1984 - 1989
National Westminster Bank 1979 - 1984
Skills
Loans, Banking, Asset, Recruiting, Career Assessment, Career Opportunities, Career Development..., Credit Risk, Asset Managment, Credit Analysis, Executive Search, Commercial Lending, Investments, Analysis, Finance, Treasury Management, Middle Market, Financial Services, Cash Management, Executive Management, Sales, Asset Based Lending, Credit, Commercial Banking, Small Business Lending, Portfolio Management, Mortgage Lending, Consumer Lending, Loan Origination, Funding, Underwriting, Mergers & Acquisitions, Asset Management
Education
New York University 1986 — 1988
Real Estate Diploma, Real Estate Finance
Adelphi University
Master Degree Business Administration, Economics and Finance
Western New England College
Bachelor of Science Degree, Business Administration, Minor Accounting
McBurney School
High School Diploma
JPMorgan Chase 2013 - Present
JPMorgan Chase 2010 - 2013
JPMorgan Chase 2007 - 2010
JPMorgan Chase 2005 - 2007
JPMorgan Chase 2001 - 2004
JPMorgan Chase 1996 - 2001
Chemical Bank 1995 - 1996
National Westminster Bank 1993 - 1995
Grumman Aerospace 1986 - 1990
Skills
Financial Risk, Credit, Analytics, Credit Cards, Portfolio Management, Management, Banking, Loans, Financial Modeling, Financial Services, SAS, Underwriting, Risk Management, Credit Risk, Financial Analysis, Forecasting, Consumer Lending, Loss Forecasting, Cards, Risk, Risk Analytics, Statistics, P&L Management, SQL, Microsoft Excel, PowerPoint, Microsoft Word, Decision Trees, Data Profiling, Data Analysis, Data Audit, Marketing Analytics, Segmentation, Customer Segmentation..., Statistical Data..., Statistical Modeling, Testing, Test Design, Profit Maximization, Revenue Analysis, Portfolio Performance..., Analysis, Strategy, Business Analysis, Marketing
Education
Hofstra University 1991 — 1993
MBA, Finance
Polytechnic University 1986 — 1990
MS, Computer Science
Polytechnic University 1982 — 1986
BS, Computer Science
Columbia University in the City of New York
Assessment Innovation, Inc. July 2013 - Present
Romulus Advisors March 2005 - July 2013
Bayshore Partners, LLC December 2006 - December 2011
Blue Chip Bloodstock May 2003 - November 2006
Mitsubishi UFJ Trust & Banking Corporation 1999 - 2003
Bank of Tokyo-Mitsubishi UFJ 1994 - 1999
Sumitomo Mitsui Banking Corporation 1992 - 1994
National Westminster Bank 1990 - 1992
Lehman Brothers 1989 - 1990
Skills
Financial Accounting, Small Business..., Venture Capital, Capital Budgeting, Capital Structure, Divestitures, Financial Analysis, Financial Reporting, Financial Modeling, Financial Management, Financials, Financial Advisory, Advisory, Corporate Advisory, Marketing Strategy, Business Strategy, Corporate Development, Accounting, Managerial Finance, Entrepreneurship, Management, Leadership, Mergers & Acquisitions, Corporate Finance, Investments, Risk Management, Finance, Portfolio Management, Restructuring, Valuation, Project Finance, Capital Markets, Structured Finance, Hedge Funds, Investment Banking, Fixed Income, Equities, Derivatives, Bloomberg, Securities, Financial Structuring, Asset Management, Private Equity, Financial Services, Business Valuation, Leveraged Finance, Trading, Emerging Markets, Financial Risk, Banking
Education
Pace University 1993 — 1995
MBA, Finance and Financial Management Services
Ithaca College
Bachelor of Science, Finance, General
Priority One Properties of Florida, Inc. July 2012 - Present
NYC Department of Education September 1994 - September 2007
National Westminster Bank December 1992 - June 1994
Skills
Real Estate, Seniors, First Time Home Buyers, Sellers, Referrals, New Home Sales, Short Sales, Relocation, Foreclosures, Condos, Listings, Investors, Single Family Homes
Education
City University of New York-College of Staten Island 1994 — 1996
Masters, Education
RocketSpace Inc. January 2013 - Present
Recurrent Energy September 2008 - Present
Regenesis Power LLC January 2007 - January 2008
Vantage Media June 2006 - December 2006
Savvian March 2004 - June 2006
SoundView Technology Group March 2003 - March 2004
Credit Suisse First Boston January 2000 - December 2002
DLJ April 1997 - January 2000
National Westminster Bank August 1990 - June 1997
Skills
Venture Capital, Mergers, Financial Modeling, Corporate Development, Private Equity, Valuation, Private Placements, Corporate Finance, Due Diligence, Investment Banking, Start-ups, Financial Structuring, M&A experience, Project Finance, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance
Bangor University 1987 — 1990
Finance, Finance, Economics, Banking
CBK & Associates February 2012 - Present
Bolen Distributing Inc. October 2010 - February 2011
Faculty of Engineering, The University of Western Ontario October 1970 - June 2010
National Westminster Bank June 1968 - September 1970
Skills
Video Conferencing, Problem Solving, Customer Relations, Servers, Administration, Managed Services, Network Hardware, Storage Hardware, I/T Management, Strategic Planning, Team Building, System Administration, Customer Service, Management, Solution Selling, Network Security, Security, Business Development, Computer Hardware, Networking, Information Technology, VMware, Troubleshooting, Coaching, Integration, Time Management, Team Leadership, Network Administration, Hardware, Cloud Computing, Active Directory, Disaster Recovery, Databases, Software Documentation, Storage Devices, Windows, Project Management, Leadership, Virtualization, Vendor Management, Windows Server, Consulting, Technical Support, Business Analysis, SharePoint, IT Operations, Visio, Microsoft Exchange, CRM, Windows 7
Education
Ivey Business School at Western University 1982 — 1986
Certificate in Management (CIM), Business Management
ADP 2005 - Present
Wachovia October 1999 - 2005
NASD / Nasdaq February 1998 - September 1999
National Westminster Bank 1980 - 1997
Skills
Risk Management, Sarbanes-Oxley Act, Internal Audit, Auditing, IT Audit, Security, Governance, CISA, Information Technology, Financial Reporting, Finance, Disaster Recovery, Sarbanes-Oxley, SAS70, Accounting, Software Documentation
Education
New York Institute of Technology 1985 — 1989
MBA, Business Admin, MIS
Adelphi University 1976 — 1980
BBA, Accounting
CBS Corporation 2010 - 2013
HSN/IAC 2002 - 2008
UASi 2000 - 2002
Disney-ABC Networks 1995 - 2000
National Westminster Bank 1991 - 1993
Skills
Strategic Planning, Strategic Partnerships, Management, Business Development, Leadership, Product Development, Direct Marketing, Mergers & Acquisitions, Strategy, Public Relations, Negotiation, Sales Management, Marketing, New Business Development, Account Management, Marketing Strategy, Start-ups, Budgets, Market Research, Sales, Competitive Analysis, Sales Operations
Education
Kent School
Lafayette College
AB
Northwestern University - Kellogg School of Management
MBA
SUFFOLK CONCRETE & MASONRY, INC. 1985 - Present
ICS ENTERPRISES, INC January 2000 - 2010
I.C.S. Enterprises, Inc January 1997 - January 2000
Prudential Financial Services, Inc January 1996 - January 1997
National Westminster Bank February 1990 - January 1996
Skills
computer, concrete, masonry, Masonry, Concrete, Finance, Analysis, Business Planning, Contract Negotiation, Financial Analysis, Management, Accounts Payable, Account Reconciliation, Renovation, Process Improvement, Customer Service, Construction, Budgets, Sales, Negotiation, Team Building, Accounting
Education
Dowling College 1988 — 1991
Bachelor's degree, Finance, General
Dowling College 1987 — 1991
BA, FINANCE
Freelance September 1995 - Present
U.S. Department of State August 1992 - June 1995
Scan C2C October 1989 - January 1990
National Westminster Bank August 1987 - November 1988
Skills
Education, Curriculum Design, K-12, Secondary Education, College Applications, Athletic Recruiting, Writing, Report Writing, News, Feature Articles, Blogging, Japanese, Japanese culture, Portrait Photography, Portraits, Commercial Photography
Education
University of Chicago 1991 — 1992
Doctor of Philosophy (Ph.D.) student, East Asian Languages
Harvard University 1989 — 1991
Master's Degree, Regional Studies-East Asia
Georgetown University 1983 — 1987
BSFS, International Economics
MetroCal Properties April 1994 - Present
Various April 1993 - Present
National State Bank March 1990 - December 1992
National Westminster Bank September 1987 - February 1990
First Federal Bank of California 1981 - 1984
Skills
Investors, Short Sales, REO, Real Estate, First Time Home Buyers
Education
Fachhochschule Wiesbaden
Banking
Research Recruiting, Inc. 1995 - Present
TCC Group 1989 - 1995
National Westminster Bank 1981 - 1986
Skills
Recruiting, Market Research, Qualitative Research, Focus Groups, Marketing Research, Research, Project Management, Customer Insight, Marketing Strategy
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Marketing, Public Policy
The London School of Economics and Political Science (LSE) 1980 — 1981
International Relations
Dartmouth College 1977 — 1981
BA
Northfield Mount Hermon 1972 — 1976
The CenterCap Group, LLC August 2009 - Present
CBRE Investors July 2007 - May 2009
Lehman Brothers September 2006 - July 2007
Wachovia Securities, LLC June 2001 - September 2006
Prudential Securities September 1998 - December 2000
Bangkok Bank PCL 1996 - 1996
National Westminster Bank 1994 - 1996
Skills
Investment Properties, Investments, Asset Managment, Real Estate Economics, Asset Management, Mergers & Acquisitions, Private Equity, Valuation, Structured Finance, Due Diligence, Portfolio Management, Management, Real Estate Development, Alternative Investments, Disposition, Financial Structuring, Investment Banking
Education
Columbia University - Columbia Business School 1997 — 1998
MBA, Finance
University of Pennsylvania 1990 — 1994
BA, Economics and International Relations
Ruamrudee International School 1981 — 1990
The New Agenda August 2008 - Present
Imperial Capital LLC 2004 - 2006
The Seaport Group 2002 - 2004
Morgan Stanley 1999 - 2002
Wasserstein Perella 1997 - 1999
Amroc Investments 1992 - 1997
National Westminster Bank 1987 - 1992
Skills
Television, Social Media, Facebook, Radio, Copywriting, Integrated Marketing, Blogging, Online Advertising, Film, Social Media Marketing, Media Relations, Photoshop, Digital Media, Advertising, Creative Writing, Public Relations, Event Management, Entertainment, Editing, Journalism, Press Releases, Social Networking, New Media, Fundraising, Corporate Communications, Non-profits, Public Speaking, Alternative Investments, Content Strategy, Strategic Consulting, Strategic Communications, Brand Development, Series 7, Marketing Communications, Event Planning, Newsletters, Email Marketing, Marketing, FINRA, Strategic Planning, Asset Allocation, Investment Advisory, Publishing, Series 63, Fixed Income, Marketing Strategy, Market Research, Securities, Video, Copy Editing
Education
NYU Stern School of Business 1989 — 1992
M.B.A., Finance/International Business
Cornell University 1984 — 1987
B.A., Economics (Mathematics/Computer Science)
Santander Bank, N.A. May 2013 - Present
Peoples United Business Capital September 2011 - May 2013
Sterling National Bank March 2011 - September 2011
Citibank, N.A. March 2007 - March 2011
Merrill Lynch March 2003 - March 2007
National Westminster Bank 1986 - 1991
National Westminster Bank 1986 - 1991
National Westminster Bank 1986 - 1991
Skills
Finance, Corporate Finance, Financial Services, Asset Based Lending, New Business Development, Commercial Lending, Credit Analysis, Credit, Loans, Commercial Banking, Portfolio Management, Banking, Small Business Lending, Financial Analysis, Investments, Due Diligence, Credit Risk, Capital Markets, Underwriting, Mergers & Acquisitions, Equities, Middle Market, Risk Management
Education
Fordham University
BBA, Accounting
Henry Schein, Inc. USA June 2014 - Present
S & Y Property Consultants 2006 - Present
North Shore University Hospital April 2011 - May 2014
Century 21 Amiable March 2002 - September 2003
The Bank of New York February 1998 - March 2002
Fleet Bank 1992 - 1998
National Westminster Bank 1994 - 1996
Skills
Leadership, Human Resources, Talent Acquisition, Customer Service, Sales Process, Healthcare, Employee Relations, Recruiting, Onboarding, Training, Real Estate, Notary Public, Microsoft Excel, Consulting, Finance, Office Administration, Commercial Real Estate, Facilities Management, PeopleSoft, Interviews, Procurement, Data Entry, Time Management, Employee Training, Public Relations, Outlook, Office Management, Administrative..., Sales, Management, Coaching, Project Management
Education
Hofstra University 2014 — 2014
Project Management and Implementation Certification, Project Management and Implementation Certification, 4.0
Stony Brook University 1988 — 1992
Bachelor of Arts (BA), Social Sciences
POHS Institute 2000 — 2000
Life, Health & AD Insurance License, Real Estate Agent License
Morgan Stanley Smith Barney January 2011 - Present
Morgan Stanley Smith Barney February 2010 - January 2011
Morgan Stanley Smith Barney January 2007 - February 2010
Morgan Stanley Smith Barney July 1998 - January 2007
National Westminster Bank October 1996 - June 1998
The Acacia Group LLC June 1995 - October 1996
Skills
Series 7, Asset Managment, Investments, Portfolio Management, ETFs, Sales, Marketing, Wealth Management, Finance, Capital Markets, Asset Management, Financial Analysis, Mutual Funds, Trading, Management, Series 63, Asset Allocation, Alternative Investments, Equities, Retirement Planning, FINRA, Financial Advisory, Hedge Funds, Relationship Management, Options, Banking, Business Planning, Investment Management, Strategic Financial..., Business Development, Financial Services, Investment Banking
Education
NatWest Markets' Global Graduate Development Program 1997 — 1997
Kent State University 1992 — 1992
Certification in Conflict Management and Mediation
Muhlenberg College
Bachelor of Arts, Economics
na
Sterling National Bank (formerly Provident Bank New York) June 1996 - Present
National Westminster Bank May 1993 - June 1996
Skills
Loans, Commercial Banking, Credit, Financial Risk, Commercial Lending, Portfolio Management, Banking, Risk Management, Mortgage Lending, Credit Analysis, Underwriting, Financial Analysis
Education
Pace University 1982 — 1985
Masters of Business Administration, Finance
Fordham University 1977 — 1981
Bachelor of Science, Finance and Computer Science
RR Donnelley November 1996 - Present
RR Donnelley Financial November 1996 - August 2011
Natwest 1991 - 1996
National Westminster Bank 1990 - 1996
Fleet Bank 1990 - 1996
Skills
Project Management, Deferred Compensation, Sales Process, Employee Relations, Recruiting, Leadership Development, Instructional Design, Change Management, Human Resources, Needs Analysis, Organizational Design, Team Building, Onboarding, Performance Management, Organizational..., Talent Acquisition, Training, Succession Planning, Organizational..., Outsourcing, Talent Management, Coaching, Process Improvement, Leadership, Management, Account Management, Employee Engagement
Education
Adelphi University 1998 — 2001
MBA, Business/Human Resources
American University 1985 — 1988
Political Science and Government
William Raveis Real Estate February 2006 - Present
REAL ESTATE / NETWORK / SALES 2005 - 2011
National Westminster Bank 1982 - 1989
Skills
Sellers, First Time Home Buyers, Real Estate, Condos, Relocation, Short Sales, Buyer Representation, Investment Properties
Education
Mount Holyoke College 1979 — 1982
BS, Economics
Dartmouth College 1980 — 1980
Economics
Adelphi University
Financial Planning
Ditech Mortgage Corp March 2013 - Present
Gateway Funding February 2011 - March 2013
Superior Mortgage November 2009 - February 2011
PNC Mortgage LLC February 2009 - November 2009
The Chase Manhattan Bank October 2001 - February 2009
Classic Mortgage LLC 1999 - 2001
Kids Magazine 1997 - 1999
Ramapo College of New Jersey 1996 - 1998
National Westminster Bank February 1991 - January 1996
Skills
FHA financing, Mortgage Banking, Residential Mortgages, Refinance, Mortgage Lending, Reverse Mortgages, Loan Origination, VA loans, USDA, First Time Home Buyers, Loans, Short Sales, Condos, Sellers, Real Estate, Residential Homes, Investment Properties, REO, Investors, Vacation Homes, Selling, New Homes, Real Estate Transactions, Real Estate Economics, Investments, Commercial Mortgages, Finance, Certified Mortgage..., Commercial Real Estate, Construction Loans, Real Estate Financing, Mortgage Underwriting, Government Loans, Home Equity Loans, Mortgage Marketing, Credit, Loss Mitigation, Home Equity Lines of..., Credit Analysis, Referrals, Strategic Financial..., Underwriting, Debt Consolidation, Commercial Lending, Mortgage Servicing, Foreclosures, Loan Servicing, HUD, Rates, Funding
Education
New York University 1998 — 2000
MA incomplete
Ramapo College of New Jersey 1995 — 1998
BA
Fairleigh Dickinson University 1992 — 1993
Certification
JP Morgan Chase Bank December 2009 - Present
JP Morgan Chase Bank July 2005 - December 2009
JP Morgan Chase July 2003 - June 2005
METIOM, INC. (formerly Intelisys Electronic Commerce) March 1999 - February 2001
The Chase Manhattan Bank January 1997 - August 1998
Non-Bank Financial Institutions October 1994 - January 1997
The Chase Manhattan Bank May 1989 - October 1994
NATIONAL WESTMINSTER BANK USA November 1987 - May 1989
National Westminster Bank July 1986 - October 1987
THE NEW YORK TIMES COMPANY June 1985 - June 1986
Skills
Treasury Services, Cash Management
Education
NEW YORK UNIVERSITY GRADUATE SCHOOL OF BUSINESS ADMINISTRATION 1984 — 1986
M.B.A, Finance
Brandeis University 1980 — 1984
B.A, Economics
Strategic Marketing Solutions Consulting for financial services sector - strategic development, marketing, sales - retail banking, commercial banking, merchant credit card processing, small business and professional banking initiativesPrincipalStrategic Marketing Solutions1997 - 2007
National Westminster Bank 1992 - 1996
NatWest Bank 1992 - 1995
Citibank 1979 - 1993
Citibank / Retail Bank 1979 - 1992
Citigroup 1979 - 1992
General Foods Corporation 1966 - 1979
General Cable Corporation 1958 - 1966
Skills
Financial Services, Banking
Education
Colgate University 1953 — 1957
A.B., European History
Hanmi Bank September 2015 - Present
Bridge Bank April 2011 - July 2015
Pacific Alliance Bank June 2010 - April 2011
Capital Consultants Group, Inc December 2004 - March 2009
Bridge Bank November 2006 - October 2008
International Bank of California 2004 - 2006
National Westminster Bank March 1987 - April 1993
Skills
Commercial Lending, Credit, Loans, SBA, Government, Business Development, Real Estate Economics, USDA, Small Business Lending, Commercial Banking, Commercial Real Estate, Middle Market, Construction Loans, Mortgage Lending, Funding, Commercial Mortgages, SBA 504, Banking, Credit Analysis, Financial Services, Small Business, Loan Origination, Financial Analysis, Real Estate, Sales, Portfolio Management, Underwriting, Restructuring, Real Estate Financing, Risk Management, Credit Risk, Financial Risk, Relationship Management, Insurance, Cash Flow Lending, Financial Structuring, Finance, Structured Finance, Asset Based Lending
Education
Fairleigh Dickinson University 1985 — 1989
MBA
College des Freres
AIG 1997 - Present
PC Systems Consultants April 1987 - April 1994
National Westminster Bank 1984 - 1987
NatWest Bank 1981 - 1984
Skills
Software Development, IT Strategy, Business Process..., IT Management, IT Operations, Vendor Management, Disaster Recovery, Business Process..., Outsourcing, Business Intelligence, Business Analysis, Project Portfolio..., SDLC, PMP, Enterprise Architecture, Integration, Requirements Analysis, PMO, Project Management, Program Management, Software Project...
Education
City University of New York-Brooklyn College 1969 — 1974
Bachelor's degree, Math
The Nauset Group, Inc. April 1995 - Present
The Nauset Group, Inc. April 1995 - Present
Terra Solar 1997 - 2009
Urban National Bank 1991 - 1995
Carteret Savings and Loan 1991 - 1992
National Westminster Bank 1981 - 1989
First Jersey National Bank October 1981 - 1983
First Fidelity Bank December 1976 - 1978
Manufacturers Hanover Trust 1970 - 1976
Skills
Valuation/Bankruptcy/Dis..., Business, Mergers, Commercial Lending, Due Diligence, Small Business, Corporate Finance, Valuation, Business Valuation, Credit, Turnaround Experience, Finance, Loans, Debt Restructuring, Asset Management, Asset Based Lending, Turn Around Management, Treasury Management, Leveraged Finance, Credit Analysis, Financial Modeling, Executive Management, Banking, Private Equity, Analysis, Restructuring, Investment Banking, Risk Management, Funding, Financial Analysis, Loan Origination, Financial Risk, Cash Management, Portfolio Management, Workout, Capital Markets, Structured Finance, Commercial Banking, Financial Structuring, Credit Risk, Cash Flow, Investments, Venture Capital, Financial Advisory, Mergers & Acquisitions, Strategic Financial..., M&A experience, Small Business Lending, Factoring, Commercial Mortgages
Education
Rutgers, The State University of New Jersey-Newark 1968 — 1970
MBA, Finance
American University 1963 — 1967
BA, Economics
Columbia High School 1960 — 1963
The Bachman Group LLC December 2013 - Present
Metrocenter YMCA 1997 - November 2013
Barrientos LLC October 2005 - June 2009
Lorig Associates LLC 2000 - 2005
Bank of America 1993 - 2000
National Westminster Bank 1982 - 1987
Skills
Real Estate Economics, Real Estate, Real Estate Development, Due Diligence, Property Management, Investment Properties, Investments, Acquisitions, Leadership, Disposition, Commercial Real Estate, Corporate Real Estate, Negotiation, Leases, Apartments, Marketing, Management, Mergers & Acquisitions
Education
Bryn Mawr College 1977 — 1982
Bachelor of Arts (BA)
Catlin Gabel School
Haverford College
Bank of America November 1993 - Present
National Westminster Bank January 1982 - November 1993
Skills
Credit Risk, Capital Markets, Portfolio Management, Commercial Banking, Banking, Financial Institutions, Credit, Credit Analysis, Structured Finance, Trade Finance, Asset Based Lending, Loans, Treasury Management, Commercial Lending, Corporate Finance, Financial Services, Financial Risk, Risk Management, Financial Analysis, Loan Origination, Cash Management, Finance, Investment Banking, AML, Emerging Markets, Project Finance, Financial Structuring, FX Options, Relationship Management, Private Equity, Funding, Underwriting, Asset Management, Bonds, Equities, Investments, Derivatives, Securitization, Trading
Education
Thunderbird School of Global Management
Masters of International Management
Baldwin-Wallace College
Bachelor of Arts (B.A.), French Language and Literature
Ardentis LLC February 2014 - Present
ICON Investments March 2008 - December 2013
Landsbanki Commercial Finance February 2006 - March 2008
GMAC Commercial Finance March 2003 - February 2006
Bell Labs Lucent Technologies July 2000 - March 2003
Transamerica Leasing January 1997 - July 1999
Barclays Mercantile 1986 - 1997
National Westminster Bank 1979 - 1986
Skills
Corporate Finance, Structured Finance, Asset Based Lending, Syndications, Finance, Mentoring, Corporate Sales..., Financial Structuring, Portfolio Management, Cash Management, Financial Services, Management, Financial Analysis, Banking, Project Finance, Investment Banking, Restructuring, Investments, Trade Finance, Valuation, Financial Modeling, Hedge Funds, Leveraged Finance, Alternative Investments, Equities, Due Diligence, Credit Analysis, Fixed Income, Mergers & Acquisitions, Asset Management, Securities, Financial Markets, Venture Capital, Structured Products, Loans, Funding, Financial Advisory, Credit, Private Placements, Derivatives, M&A experience, LBO, Bloomberg, Mutual Funds, Wealth Management, ABS, Emerging Markets, Risk Management, Credit Risk, Private Equity
Education
Cass Business School 1995 — 1997
MBA, Structured Finance
Chartered Institute of Bankers
ACIB, Banking & Finance
Chartered Institute of Bankers
DipFS, Financial Studies Dilpoma
Office of the Comptroller of the Currency May 2012 — Present
Mesirow Financial 2010 — 2011
BB&T Capital Markets 2007 — 2010
Teacher Retirement System of Texas 2005 — 2007
CIBC World Markets 2000 — 2004
First Chicago 1999 — 1999
Prudential Securities 1996 — 1998
National Westminster Bank 1994 — 1996
Skills
Fixed Income, Portfolio Management, Trading, Structured Products, Credit Derivatives, Market Risk, Due Diligence, Asset Management, CMBS, Securitization, Alternative Investments, ABS, Leveraged Finance, Credit Trading, Interest Rate Risk..., Real Estate Economics, Investments, Financial Risk, Capital Markets, Commercial Real Estate, Intex, Trepp, Barclays Point, REIT, SPSS, Quantitative Risk..., Counterparty Risk, Financial Engineering, Basel II, Basel III, CCAR, Dodd-Frank, MBS, Statistical Modeling, Volcker Rule, KMV
Education
University of North Carolina at Charlotte 2009 — 2018
Doctor of Philosophy (PhD), Geography and Urban Regional Analysis
Indiana University Bloomington 1998 — 2000
MBA, Finance/Public Policy
Bucknell University 1990 — 1994
BA, Economics
IMS Health 2006 - Present
Zak Solutions 2005 - 2006
Hyperion Solutions 1999 - 2005
General Physics Training 1998 - 1999
Memberworks - 1996 - 1998
National Westminster Bank 1993 - 1996
KPMG US 1989 - 1993
Skills
OLAP, Process Improvement, FDM, Consolidation, Hyperion Enterprise, Hyperion Planning, Hyperion HFM, Hyperion Reports, Hyperion Financial..., Essbase, Oracle Applications, Pillar, Microsoft Office 2007, Training
Education
Iona College 1985 — 1989
BS, Accounting
IDP Investments November 2009 - Present
Nexus Medical Partners February 2007 - October 2009
New England Partners February 1998 - October 2009
British American Business Council of New England September 1998 - August 2000
National Westminster Bank September 1975 - May 1995
Skills
Start-ups, Nonprofits, Public Relations, Due Diligence, Customer Service, Fundraising, Management
Education
Farnborough College of Technology 1976 — 1979
Banking - economics, accounting, law
Aldershot Manor
The Art Institute of New York 2012 - Present
Sanford-Brown Institute 2005 - 2011
Sanford-Brown Institute 2005 - 2009
Private Company 2000 - 2005
Danske Bank 1998 - 2000
Sumitomo Mitsui Banking Corporation 1994 - 1998
National Westminster Bank 1992 - 1994
Skills
Strategic Planning, Coaching, Financial Analysis, Process Improvement, Team Building, Forecasting, Change Management, Executive Management, Mentoring, Persuasive Communication, Financial Reporting, Contract Negotiations, Business Planning, Cash Flow, Fundraising, Budgeting, Business Strategy, Negotiation, P&L, Operations Management, executive leadership, Cost Reduction, profit optimization, Audit, Budgets, Contract Negotiation, Training, Leadership, Staff Development, Enrollment Management, Finance, Entrepreneurship, Strategy, Management, P&L Management
Education
Brandeis University, Lemberg - International Business School 1990 — 1992
Master's degree, International Economics & Finance
New York Institute of Technology 1986 — 1990
BS, Business Management
Università Commerciale 'Luigi Bocconi'
International Business & Finance
Boston University Graduate School of Management
Marketing & Management
Siemens Financial Services June 2011 - Present
Union Creek Partners October 2009 - May 2011
Prudential Capital Group February 2007 - August 2009
GMAC Commercial Finance July 2004 - January 2007
Dexia Global Structured Finance July 2002 - July 2004
PricewaterhouseCoopers November 2000 - July 2002
United States Marine Corps January 1997 - December 2000
National Westminster Bank 1990 - 1993
Skills
Capital Markets, Portfolio Management, Loans, Syndications, Business Development
Education
Touro College Jacob D. Fuchsberg Law Center 1993 — 1996
JD, Law
LIU Post 1990 — 1992
MBA, Finance
University of Scranton 1985 — 1989
BS, Accounting
CA Technologies 2005 - Present
Citadel Security Software March 2004 - June 2005
Safe3w, Inc. May 2000 - March 2004
Astoria Bank June 1993 - May 2000
National Westminster Bank June 1989 - June 1993
Skills
IAM, Vulnerability Management, Authentication, Identity Management, Security, Enterprise Software, CISSP, Cloud Computing, Information Security, Application Security, Professional Services, SaaS, Vendor Management, Information Technology, Pre-sales, Sales Enablement, Enterprise Architecture, Information Security..., IT Strategy, Disaster Recovery, Leadership, Solution Architecture, Solution Selling, Computer Security, Governance, Business Continuity, Networking, Virtualization, Management, Data Center, Business Alliances, Strategic Partnerships, Network Security, IT Management, Go-to-market Strategy, Integration, IT Service Management, Managed Services, Infrastructure, Storage, ITIL, IT Operations, Risk Management, Channel Partners, PaaS, Sales Operations, Business Intelligence, Project Portfolio..., Software Industry, Salesforce.com
Education
Adelphi University 1990 — 1992
MBA, Corporate Financial Analysis
Hofstra University 1988 — 1990
BBA, Accounting
Summit Financial Resources, LLC June 2014 - Present
Patagonia Wealth Management Corp./Patagonia Partners, LLC May 2010 - September 2014
Business Alliance Capital Company September 1997 - December 2009
Fremont Business Credit March 1996 - June 1997
Fremont Financial July 1993 - March 1996
Manufacturers Bank September 1990 - July 1993
Citicorp North America April 1986 - September 1990
BancAmerica Commercial December 1984 - May 1986
National Westminster Bank September 1980 - December 1984
Skills
Credit, Financial Analysis, Small Business Lending, Asset Based Lending, Restructuring, Executive Management, Leveraged Finance, Portfolio Management, Due Diligence, Accounting, Cash Flow, Cash Management, Commercial Lending, Start-ups, Financial Modeling, Finance, Loans, Investment Banking, Banking, Commercial Banking, Factoring, Mergers & Acquisitions, Structured Finance, Cash Flow Lending, Credit Risk, Financial Services, Investments, Wealth Management, Funding, Private Equity, Middle Market, Credit Analysis, Financial Structuring, Corporate Finance, Commercial Finance, Valuation, Financial Risk, Capital Markets, Asset Management, Investment Management, Treasury Management, Loan Origination, Mortgage Lending, Securities, Equities, Venture Capital, Financial Advisory, Strategic Financial..., Alternative Investments, Private Placements
Education
Adelphi University 1974 — 1979
BA, BBA concentration in Accounting
Chaminade High School 1969 — 1973
Margin Makers Consulting 2015 - Present
Tanga 2013 - 2015
SP Express 2010 - 2013
Arthur Middleton Capital Holdings 2008 - 2010
National Consumer Marketing 2000 - 2008
Publishers Clearing House 1994 - 2000
Estee Lauder Group of Companies 1991 - 1994
National Westminster Bank 1987 - 1991
Skills
Forecasting, Logistics, Supply Chain Management, Supply Chain, Operations Management, Procurement, Credit Card Transaction..., Global Sourcing, Call Center, Order Fulfillment, Distribution Center..., Direct Marketing, Direct Mail, New Business Development, Product Development, Continuity Programs, Advertising, Full P&L Responsibility, Call Centers, Lead Generation, E-commerce, CRM, Shipping, Management, Digital Marketing, Marketing, Sales, Strategic Planning, Leadership, Logistics Management, P&L Management, Account Management, B2B, Web Content Management, Sales Management, B2B Marketing, Team Leadership, Analytics, Email Marketing, SEO, Customer Retention, Process Improvement, Start-ups, Retail, Project Planning, Budgets, PPC, Business Development, Brand Development, Strategy
Education
Hofstra University 1982 — 1987
Bachelor’s Degree, Computer Science
Self-Employed June 2012 - Present
The Baldwin School June 2010 - June 2012
The Baldwin School January 2007 - June 2010
Main Line Art Center 1995 - 1996
Moyer Bell Limited 1984 - 1989
National Poetry Series 1982 - 1985
The Coordinating Council of Literary Magazines January 1983 - January 1984
Columbia University Program in Arts Administration January 1982 - January 1984
National Westminster Bank January 1979 - January 1982
Skills
Arts Administration, Fundraising, Publishing, Qualitative Research, Non-profits, Editing, Research, Volunteer Management, Event Management, Nonprofits, Public Speaking, Proposal Writing, Event Planning, Annual Giving, Creative Writing, Leadership, Stewardship
Education
Columbia University in the City of New York 1982 — 1984
M.F.A., Arts Administration
Mount Holyoke College 1975 — 1979
AB, American Studies
The Baldwin School 1970 — 1975
IMC Financial Markets 2014 - Present
Goldman, Sachs & Co. 2000 - 2014
Newcourt Credit Group Inc. (formerly AT&T Capital Corp.) 1996 - 2000
National Westminster Bank 1993 - 1996
Midlantic National Bank 1991 - 1993
Midlantic National Bank 1989 - 1991
Skills
Equity Trading, Capital Markets, Risk Management, Investor Relations, Credit, Loan Origination, Loan Work-outs
Education
Fairleigh Dickinson University 1992 — 1996
Master of Business Administration (MBA), International Business
Seton Hall University 1984 — 1988
Bachelor of Science (B.S.), Finance
TD June 2013 - Present
Wells Fargo January 2009 - May 2013
Wachovia June 2006 - December 2008
The Bank of New York November 2002 - June 2006
Fleet Bank May 1996 - November 2002
National Westminster Bank September 1992 - May 1996
Skills
Credit Analysis, Banking, Credit, Underwriting, Commercial Lending, Asset Managment, Loans, Financial Modeling, Portfolio Management, Mortgage Lending, Capital Markets, Commercial Banking, Valuation, Commercial Mortgages, Financial Structuring, Investment Banking, Investments, Due Diligence, Real Estate Economics, Real Estate, Cash Management, Asset Management, Treasury Management, Financial Analysis, Structured Finance, Credit Risk, Loan Origination
Education
New York University 1997 — 1999
Certificate, Real Estate
Fordham University 1988 — 1992
B.S., Finance
National Benefit Life August 2003 - Present
Mitsubishi Heavy Industries May 2000 - February 2001
Lehman Brothers December 1991 - July 1998
National Westminster Bank November 1978 - November 1991
Skills
Talent Management, HR Policies, Executive Management, Sales, Employee Benefits, HRIS, Deferred Compensation, Strategic Planning, Training, Budgets, Life Insurance, Leadership Development, Personnel Management, Leadership, Insurance, Vendor Management, Human Resources, Strategy, Performance Management, Executive Coaching, Temporary Placement, Marketing, Recruiting, Hiring, Employee Relations, Team Building, Management Consulting, Change Management, Administration, Customer Service, Process Improvement
Education
Cornell University
Human Resources
American Institute of Banking 1979 — 1982
International Banking
Dakota Plains Holdings, Inc. February 2015 - Present
TransMontaigne GP L.L.C. September 2014 - Present
NuStar Energy L.P. June 2001 - December 2013
Valero Energy Corporation January 2002 - September 2004
Ultramar Diamond Shamrock January 1997 - December 2001
Ultramar Corp. June 1992 - December 1996
Ultramar PLC January 1991 - June 1992
Ultramar PLC August 1983 - December 1990
Ultramar PLC July 1980 - August 1983
National Westminster Bank July 1978 - August 1980
Skills
Corporate Finance, Investor Relations, Corporate Development, Finance, Business Development, Internal Audit, Banking, Mergers & Acquisitions, Due Diligence, SEC filings, Managerial Finance, Financial Modeling, Financial Analysis, Strategic Financial..., Valuation, Joint Ventures, Sarbanes-Oxley Act, Divestitures, Corporate Governance, Consolidation, IPO, Cash Management, US GAAP
Education
Columbia University in the City of New York 1976 — 1978
Master's degree, International Business
State University of New York College at Plattsburgh 1972 — 1976
Bachelor's degree, History
Covell June 2015 - Present
Hooper Holmes, Inc. August 2008 - November 2013
Ajilon Accounting & Staffing Specialists January 2008 - March 2008
Intercounty Paving Assoc., LLC September 2002 - December 2007
Mt. Hope Rock Products/Tilcon, Inc. September 1993 - September 2002
National Westminster Bank May 1990 - September 1993
Skills
PeopleSoft, Microsoft Office, AS400 system, FoxPro, Microsoft Dynamics SL, Auditing, Timberline Accounting, Bidtech, Construction Data Group, Solomon, CPT, ICD-9-CM, ICD-10, HCPCS, Accounts Receivable, Customer Service, Microsoft Excel, Accounts Payable, Accounting, Coaching, Invoicing
Education
Anthem Institute-Parsippany 2014 — 2015
Medical Biller and Coder, Medical Insurance Coding Specialist/Coder, 4.0
County College of Morris 1988 — 1990
Business Administration and Management, General
Lenape Valley Regional High School 1984 — 1988
High Diploma, Business Administration and Management, General
North Dakota University System December 2014 - Present
Hungry Dog Biscuit Bakery 2013 - 2014
Shell Vacations LLC 2007 - 2013
Cargill Investor Services 2002 - 2005
Deborah's Place 2001 - 2002
Lakefront SRO 1996 - 2002
Swiss Bank Corporation 1993 - 1995
Kemper Financial Services 1991 - 1993
Chicago Board of Trade 1988 - 1991
National Westminster Bank 1987 - 1988
Skills
Microsoft Excel, SUN General Ledger..., Fund EZ General Ledger..., General Ledger, Forecasting, Financial Analysis, Accounting, Financial Reporting, Budgets, Account Reconciliation, Analysis, Accounts Payable, Auditing, Finance, Accounts Receivable, Access, Variance Analysis, Financial Statements, Outlook, Payroll, Internal Controls, Consolidation, Microsoft Office, Business Analysis, GAAP, Managerial Finance, Management
Education
Loyola University of Chicago 1990 — 1993
Master of Business Administration (MBA), Finance, General
Hofstra University 1983 — 1987
Bachelor of Business Administration (BBA), Public Accounting
Ambac April 2004 - Present
West LB 2001 - 2004
Fuji Bank (Mizuho) 1998 - 2001
National Westminster Bank 1988 - 1998
Skills
Structured Finance, Financial Structuring, ABS, Portfolio Management, Capital Markets, Banking, Credit Analysis, Fixed Income, Securitization, Asset Management, Securities, Mergers & Acquisitions, Investment Banking, Bonds, Derivatives, Due Diligence, Credit Risk, Risk Management, Credit, Project Finance, Financial Modeling, Valuation, Financial Risk, Structured Products, Hedge Funds, Bloomberg, Emerging Markets, Alternative Investments, Private Equity, Corporate Finance
Education
Rutgers Business School 1986 — 1988
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1985 — 1986
MBA, Finance
Columbia Business School
Nutley High School
Nutley High School
Nutley High School
Nutley High School
U.S. Trust April 2014 - Present
PNC Wealth Management May 2013 - April 2014
Barclays Wealth January 2010 - April 2013
Citigroup July 1997 - October 2009
Citigroup September 2001 - June 2006
Citigroup June 1998 - September 2001
Bank of New York Mellon 1996 - 1998
Bank of New York Mellon 1996 - 1998
National Westminster Bank July 1993 - May 1996
Skills
Business Strategy, Business Analysis, Coaching, Deal Execution, Product Development, Product Marketing, Banking, Corporate Finance, Credit, Finance, Financial Analysis, Financial Modeling, Financial Risk, Hedge Funds, Investments, Loans, Management, Mergers, Portfolio Management, Program Management, Risk Management, Securities, Strategy, Wealth Management
Education
City University of New York-Brooklyn College 1986 — 1991
BA, Economics
Xaverian High School 1982 — 1986
nSiteful Web Builders, Inc. January 2004 - Present
Best Foot Forward Productions September 1995 - November 2003
Lifetime Television March 1993 - September 1995
National Westminster Bank February 1991 - March 1993
System February 1989 - January 1991
Dataflex Corporation 1988 - 1988
Prudential Insurance 1987 - 1988
Prudential Insurance 1986 - 1987
Prudential Insurance 1985 - 1986
Prudential Insurance 1984 - 1985
Skills
Web Development, Wordpress, Web Applications, Blogging, HTML, CSS, PHP, MySQL, jQuery, jQuery UI, AJAX, Apache, LAMP, Social Media Marketing, Facebook, Facebook Fan Pages, YouTube, Twitter, Graphic Design, Print Collateral Design, Illustrator, QR Codes, QR
Education
Harvard University 1970 — 1974
BA, 1974, Government
Loomis 1966 — 1970
Secondary
King Philip 1957 — 1969
Elementary, Junior High
Dundean Studios 2001 - Present
Chatham Community Players 2002 - Present
The Royal Bank of Canada 1979 - 2001
National Westminster Bank 1978 - 1979
Skills
Fluent in French and..., Painting
Education
City University London 1977 — 1978
Master of Science (MSc), Business Administration
City University London 1973 — 1976
Bachelor of Science (BSc), Psycholoith Sociology, Cum Laude
SunTrust Bank 2012 - Present
UBS Investment Bank September 1997 - April 2010
Bank of Tokyo-Mitsubishi April 1994 - August 1997
Bank of Tokyo-Mitsubishi April 1992 - April 1994
Bank of Tokyo-Mitsubishi April 1990 - April 1992
Bank of Tokyo-Mitsubishi July 1989 - April 1990
National Westminster Bank August 1988 - July 1989
Atlanta Representative Office July 1985 - July 1988
Skills
Capital Markets, Investment Banking, Credit
Education
Fordham University 1990 — 1991
Master, Business Administration; Finance
Emory University 1981 — 1985
Bachelor, Business Administration; Finance
Serve Me Well - Sales & Marketing Conceptual Development December 2010 - Present
SERVE ME WELL ~ P. Tsaldari August 2010 - Present
ServeMeWell ~ PTsaldari November 2006 - Present
Soft Boiled Imagination December 1995 - November 2001
Maritsa Skinitis 1985 - 2001
The Miriam Group LTD December 1988 - October 2000
Streido Cafe/Patisserie January 1988 - January 1999
National Westminster Bank January 1987 - January 1989
Skills
Food & Beverage, Retail, Restaurant Management, Food Service, Profitability, Fine Dining, Restaurants, Food, Hospitality Industry, Guest Satisfaction, Food Safety, Staff Training, Food Industry, Gourmet, Customer Satisfaction, Profit, Menu Development, Catering, Business Development, Culinary Skills, Customer Service, Inventory Management, Recipes, HACCP, Cooking, Hospitality, Cuisine, Hotels, Training, Marketing, Team Building, Time Management, Employee Training, Recruiting, Sales, Chef, Wine, Hiring, Income Statement, Parties, Franchising, Hospitality Management, Pastry, Banquets, Event Management, Resorts, Weddings, POS, Cost Control, Dinners
Education
George Mason University - School of Business 2003 — 2003
Federal Contracting, Small Business Development
Emory University 2000 — 2003
Business, Marketing, Administration
Georgia Institute of Technology 2001 — 2002
Computer
Adrian Loring Advisors LLC September 2010 - Present
Andover Choral Society September 1997 - June 2009
Andover Choral Society September 1997 - May 2006
Fleet Bank July 1990 - December 1996
National Westminster Bank July 1986 - June 1990
Skills
Financial Modeling, Start-ups, Forecasting, Financial Reporting, Credit Risk, Credit, Commercial Lending, Non-profits, Analysis, Structured Finance, Strategic Planning, Finance, Process Improvement, Executive Management, Management, Fundraising, Business Strategy, Nonprofits, Portfolio Management, Business Analysis
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance
Colgate University 1982 — 1986
BA, Economics
Strategic Recruiting Inc. February 2004 - Present
Kenzer Corporation January 2000 - December 2003
Credit Suisse 1990 - 1997
UBS Investment Bank 1985 - 1989
National Westminster Bank February 1982 - November 1985
Skills
Financial Services, Financial Markets, Hedge Funds, Capital Markets, Private Banking, Wealth Management, Compliance, Commercial Lending, Commercial Banking, Corporate Finance, Valuation, Credit Risk, Portfolio Management, Banking, Financial Modeling, Financial Risk, Equities, Investment Banking, Executive Management, Credit Analysis, Fixed Income, Credit, Securities, Asset Management, Investments, Structured Finance, Private Equity, Financial Structuring, Structured Products, Alternative Investments, Venture Capital, Investment Advisory, Emerging Markets
Education
Boston University - School of Management 1978 — 1982
Bachelor of Science (BS)
Canarsie High School
Canarsie High School
Capital One April 2012 - Present
New York Community Bancorp April 2011 - April 2012
First Data May 2005 - April 2011
Washington Mutual 2004 - 2005
Bank of America 1992 - 2004
National Westminster Bank 1991 - 1998
Macy's East 1991 - 1993
Morgan Stanley 1979 - 1989
Skills
Employee Relations, Performance Management, Coaching, Investigations, Conflict Resolution, Mediation, HR Policies, Employment Law, Employee/Labor Relations, Union Avoidance, EEOC, Human Resources
Education
Taft Law School 2009 — 2012
JDET, Law
LIU Post
MBA, HR
Baruch College, City University of New York (CUNY)
BBA, Advertising/Psych
Forest Hills High School
Regents Diploma
Citi February 2011 - Present
Citigroup 2001 - Present
EAB 2000 - 2001
ABN-AMRO Services Company 1998 - 2000
National Westminster Bank 1979 - 1997
NatWest Bank - Fleet Bank 1979 - 1997
NatWest (Now part of Bank of Amer) 1979 - 1997
Skills
Financial Services, Banking
Education
Adelphi University 1979 — 1983
Bachelor of Business Administration
Boston Scientific 2011 - Present
Boston Scientific 2004 - 2011
Boston Scientific 2000 - 2004
Boston Scientific 1998 - 2000
Boston Scientific 1995 - 1998
Bank of Boston 1992 - 1995
National Westminster Bank 1991 - 1992
Skills
Brand Management, Annual Reports, Internal Communications, Corporate Communications, Marketing Communications, Crisis Communications, Public Relations, Communications Planning, Media Relations, Investor Relations, Marketing Strategy, Strategic Communications, Corporate Branding, Corporate Social..., Communication Training, Management, Brand Development, Strategy, Thought Leadership, Strategic Planning, Medical Devices, Leadership, Messaging, Marketing, Internal & External..., Cross-functional Team...
Education
Boston College 1987 — 1991
BS, Finance and Human Resources
Cerner Corporation February 2015 - Present
Siemens Medical Solutions September 2000 - Present
Siemens Medical Solutions September 2000 - January 2001
Stony Brook University Hospital August 1999 - September 2000
North Shore University Hospital February 1996 - August 1999
Brookhaven Memorial Hospital December 1994 - February 1996
National Westminster Bank September 1988 - December 1994
Skills
Integration, Interfaces, Software Product..., DICOM, HL7, Healthcare Information..., Product Management, Informatics, Scrum, Agile Methodologies, Project Management, Software Project..., Quality Assurance, HIPAA, SDLC, EHR, Software Implementation, Leadership, Software Documentation, Visio, Systems Analysis, PMP, PACS, Process Improvement, CPOE, Requirements Analysis, Agile Project Management
Education
Scrum Alliance Inc. 2005 — 2005
Certified Scrum Master
Hofstra University 1993 — 1997
MBA, Business Computer Information Systems
Hofstra University 1986 — 1989
BBA, Business Management
NYC Dept of Education January 2004 - Present
ICP September 1995 - January 2004
WestLB February 1996 - March 2000
National Westminster Bank September 1992 - September 1995
Ernst and Young 1992 - 1994
Education
Long Island University, C.W. Post Campus 1988 — 1992
Bachelor of Science, Accounting
PwC October 2005 - Present
Fiserv/Carreker Corporation 2001 - 2005
SurePay LLP 2000 - 2001
Microbank Software 1988 - 1999
SunGard 1988 - 1999
National Westminster Bank 1985 - 1988
Skills
Electronic Payments, SWIFT, Payment Systems, Product Management, Banking, Management Consulting, Payments, Financial Services, Investment Banking, Risk Management, Leadership, Vendor Management, Strategy, Business Analysis, SWIFT payments, Business Transformation, Operational Risk..., Business Process..., Treasury Management, Enterprise Risk..., Executive Management, Financial Risk, IT Strategy, Management, Mergers & Acquisitions, SWIFT Payments
Education
Fairfield University 1978 — 1982
American Express January 1996 - March 2013
National Westminster Bank June 1985 - January 1996
Skills
Investments, Banking, Financial Analysis, Budgetind and..., Reengineering, Management Reporting
Education
Adelphi University 1986 — 1989
Master of Business Administration (M.B.A.), Business Administration and Management, General
Long Island University, C.W. Post Campus 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance, General
Dodge & Cox 1999 - Present
Fannie Mae 1996 - 1999
National Westminster Bank 1991 - 1994
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Finance
New York University 1992 — 1994
Master's degree, Economics
Columbia University in the City of New York 1987 — 1991
A.B., Philosophy-Economics
Archbishop Williams 1983 — 1987
CPD Associates February 2004 - Present
neighborhood Housing Services of New York City, Inc 2005 - 2008
Grammer and Comapany 2004 - 2005
HVB 2002 - 2004
Bank Austria Creditanstalt 1994 - 2002
NatWest USA 1981 - 1993
Fleet Bank / NatWest USA 1981 - 1993
National Westminster Bank 1981 - 1993
Union Commerce Bank/Huntington Bank 1973 - 1978
Skills
Financial Services, Banking, Commercial Banking, Financial Risk, Risk Management, Financial Analysis, Non-profits, Public Speaking, Management Consulting, Fixed Income, Finance, Loans, Outsourcing, Corporate Finance, Strategic Planning, Financial Modeling, Portfolio Management, Capital Markets, Trading, Mergers & Acquisitions, Investment Banking, Strategy, Credit Analysis, Management, Financial Structuring, Due Diligence, Investments, Private Equity, Credit Risk, Structured Finance, Asset Management, Restructuring, Credit, Executive Management, Valuation, Securities
Education
Cleveland State University 1969 — 1971
BA, Economics, Finance
Cleveland State University
Tiaa-Cref October 2011 - Present
CA Technologies May 2011 - August 2011
CorrectNet December 2010 - May 2011
CA January 2004 - April 2010
CA January 2006 - May 2008
Cendant Corp. January 1997 - December 2002
National Westminster Bank 1981 - 1997
Skills
Clarity, PMO, Business Analysis, ITIL, Project Portfolio..., Business Process, Quality Center, Management, SDLC, CA Clarity, Testing, Requirements Analysis, Business Requirements, Leadership, Enterprise Software, Software Documentation, Enterprise Architecture, Program Management, Integration, Software Project..., Vendor Management
Education
Adelphi University 1972 — 1975
Master of Arts, Education
State University of New York College at Brockport 1968 — 1972
B.S., Education
Stony Brook University
IIBA Business Analyst Certification Program
Capital One Bank April 2007 - Present
North Fork Bank July 1996 - 2007
National Westminster Bank 1988 - 1996
Education
Adelphi University
MBA, Human Resources
National Westminster Bank 1971 - 2003
NatWest Bank 1971 - 1993
natwest 1971 - 1992
natwest 1971 - 1992
Skills
SDLC, Project Portfolio..., Business Analysis, Portfolio Management, ITIL, Process Improvement, PMP, DB2, Business Intelligence, Vendor Management, Management, Banking, Visio, Software Project..., IT Service Management, Disaster Recovery, Financial Services, Change Management, Integration, Mainframe, Risk Management, Project Delivery, Requirements Analysis, PMO, Data Warehousing, Agile Methodologies, JCL, COBOL, Program Management
Education
Hofstra University 1965 — 1969
Suffolk County September 1998 - Present
National Westminster Bank 1984 - 1997
National Westminster 1984 - 1997
Education
Dowling College
Fidelity Investments January 2010 - Present
State Street July 2007 - December 2009
Investors Bank & Trust May 2002 - July 2007
Brown Brothers Harriman April 1996 - May 2002
JP Morgan February 1995 - April 1996
Citigroup June 1988 - February 1995
National Westminster Bank August 1987 - June 1988
Skills
Corporate Actions, Middle Office, Securities Lending, Mutual Funds, Fixed Income, Global Custody, Securities, Settlement, Equities, Back Office, Derivatives, Financial Services, Investments, Risk Management
Education
Adelphi University 1989 — 1992
MBA, Corporate Finance
University at Albany, SUNY 1983 — 1987
BA, Economics
Miller Place High School 1979 — 1983
NY Regents Diploma, Honors HS Education
Broadridge November 2009 - Present
Semi Retirement May 2009 - October 2009
Arrow Electronics 1998 - 2009
National Westminster Bank 1986 - 1998
Skills
Business Analysis, SQL, DB2, CICS, JCL, SDLC, PL/SQL, Visio, Requirements Analysis, COBOL, Software Project..., Access, Data Warehousing, Mainframe, Oracle, Systems Analysis, Disaster Recovery, Unix, Software Development, Databases, VSAM, Enterprise Architecture, Database Design, Solution Architecture, MVS
Education
Hofstra University 1976 — 1980
Hershey Medical Center July 2011 - Present
Golden Glove Promotions November 2010 - June 2011
ChocolateCovers June 1999 - October 2010
National Westminster Bank 1993 - 1998
Unisys 1980 - 1994
Sperry Univac 1980 - 1994
Skills
Event Management, Sales, Wellness, Customer Service, Leadership, Team Building, Strategic Planning, Marketing Strategy, Account Management, Sales Management, Training, Marketing, Skin Care, Public Speaking, Microsoft Office
Education
Penn State World Campus
Adelphi University
Morgan Stanley May 1994 - July 2008
Morgan Stanley Trust Company 1994 - 1999
National Westminster Bank May 1988 - May 1994
Skills
Prime Brokerage, Fixed Income, Equities, Hedge Funds, Securities, Derivatives
Education
Hofstra University 1990 — 1996
MBA, Management
Saint John's University 1986 — 1988
Bachelor of Science (B.S.), Computer Science
Hobart and William Smith Colleges
CNG Government Canada August 2013 - Present
City of New York September 1997 - December 2004
IBM 1996 - 1997
Warner Bros. Entertainment Group of Companies March 1995 - June 1996
Quick America 1994 - 1995
National Westminster Bank March 1993 - February 1994
Skills
Windows Server, Active Directory, VMware, Servers, Virtualization, System Administration, Linux, Microsoft SQL Server, ITIL, DNS, SQL, Troubleshooting, Disaster Recovery, Microsoft Exchange, Network Administration
Education
Pratt University 1990 — 1993
Master of Science, Computer Science & Decision Science
Pratt Institute 1990 — 1992
Master of Science (dual degree program), Computer Science & Decision Science
Karachi University 1984 — 1988
Bachelor's degree, Physics, Chemistry, Mathematics
Hanover Direct 1996 - Present
Bett-a-Way Traffic Systems 1995 - 1996
National Westminster Bank 1991 - 1994
B. Altman & Co. 1987 - 1990
Service Resources 1985 - 1987
Bloomingdale's 1981 - 1985
Education
Baruch College, City University of New York (CUNY)
BBA, Human Resource Management
Wells Fargo Bank April 2005 - Present
NCB, FSB 2001 - 2005
National Cooperative Bank 1996 - 2005
National Westminster Bank June 1991 - June 1996
Marine Midland Bank June 1988 - June 1991
Education
Adelphi University 1988 — 1993
MS, Banking Money Management
University of Rochester 1982 — 1986
BA, Economics
New Wave Ventures, LLC January 1984 - Present
Information Builders, Inc September 2006 - Present
Nomadic Museum/Bianamale Foundation February 2005 - June 2006
Cruiselink II 2002 - 2005
The Lower Manhattan Development Corp 2001 - 2002
Saudi European Bank S.A. January 1982 - December 1983
European-American Bank January 1980 - December 1981
National Westminster Bank January 1977 - December 1980
The Bank of Tokyo Trust Company June 1972 - December 1976
Skills
Operations Management, Accounts Receivable, Public Relations, Transportation, Invoicing, Credit, Scheduling, Microsoft Office, Supervisory Skills, Change Management, Banking, Entertainment, Cost Control, Litigation, Administration, Billing, Customer Relations, Budgeting, Strategic Planning, Customer Service, Outlook, Team Building, Excel, Word, Contract Management, Process Improvement, Vendor Relations, Management Consulting, Account Management, Problem Solving, Planning, Budgets, System Administration, Project Planning, Process Scheduler, Recruiting, Microsoft Excel, Data Quality, Microsoft Word, Project Management, Management, Marketing, Training, Sales Management
Education
St. Francis College
Bachelor of Science (B.S.), Business Management and Economics
New York University
Continuing Eduacation: Business Administration, Management and Operations
City University of New York-Baruch College
Continuing Eduacation: Music Marketing
New York Bankers Association, New York, NY
Loan Officer Development
Guideposts September 2000 - Present
Guideposts September 1995 - September 2000
National Westminster Bank May 1987 - August 1995
Skills
Marketing, Direct Mail, Digital Marketing, Multi-channel Marketing, Database Marketing, Customer Acquisition, Direct Marketing, Analysis, Philanthropy, Analytics, Marketing Strategy, Marketing Communications, Email Marketing, Finance, Integrated Marketing, Strategy, Fundraising, Social Media Marketing, Strategic Partnerships, Online Marketing, Lead Generation
Education
Fordham University 1990 — 1991
Master of Arts (M.A.), Economics
Fordham University 1986 — 1990
Bachelor's degree, Economics/French
John Jay High School
Sovereign Bank February 2007 - Present
National Westminster Bank 1980 - 1996
Education
State University of New York College at Buffalo 1975 — 1977
Bachelor of Science, Exceptional Education
Adelphi University
Deer Park High School
* Group Audit Director,SVP, Compliance AuditCapital OneFebruary 2007 - June 2012
Bank of America (formerly Fleet Bank) 2002 - 2007
Fleet Boston Financial 1997 - 2002
National Westminster Bank 1976 - 1996
NatWest Bank 1976 - 1996
Skills
AML, Retail Banking, Quality Auditing, Operational Risk..., Bank Secrecy Act, Banking, OFAC, Credit, Loans, Financial Services, Risk Management, Fraud, Internal Audit, Sarbanes-Oxley Act, Operational Risk, Auditing, Governance, Regulations, Credit Risk, KYC, Due Diligence, Management, Financial Risk, Executive Management, Anti Money Laundering
Education
Adelphi University
Bachelor of Science, Management and Communications
West Teleservices March 2005 - January 2010
First Data Corporation 1995 - 2005
First Data Resources April 1995 - October 2004
National Westminster 1976 - 1995
National Westminster Bank 1976 - 1995
Education
LIU Post 1975 — 1976
Self Employed 1998 - Present
Multnomah Athletic Club February 2014 - February 2015
Pendleton Woolen Mills 1993 - 1998
Newbridge Communications 1992 - 1993
The New York Times 1990 - 1992
National Westminster Bank 1985 - 1990
Skills
Public Relations, Advertising, Event Planning, Editing, Marketing Communications, Newsletters, Writing
Education
Colorado College 1981 — 1985
Bachelor of arts
Miller-Motte College June 2015 - Present
Miller-Motte College April 2013 - Present
Miller-Motte Technical College March 2012 - April 2013
Williams Lea December 2008 - September 2011
Lehman Brothers December 2000 - September 2008
Fleet Bank November 1972 - May 2000
National Westminster Bank 1972 - 1995
Skills
Managerial, Clerical Skills, Computer Graphics, Management, Training, Process Improvement, Customer Service, Coaching, Time Management, Outlook, Adobe Acrobat, Event Planning, Microsoft Office, Visio, Public Relations, Project Management, Leadership, Public Speaking, Team Building, Strategic Planning, Vendor Management, Human Resources
Education
Nyack College 2005 — 2007
B.S. in Operational Management, Business Administration and Management, General
Hunter College 1972 — 1975
Nursing Education
Innovation Group North America March 2015 - Present
Driven Solutions November 2010 - March 2015
Direct General Insurance March 2007 - November 2010
The Axcess Group February 2004 - March 2007
Progeny Marketing Innovations March 2002 - February 2004
Cendant April 1997 - March 2002
Harjes Agency September 1995 - April 1997
National Westminster Bank May 1988 - September 1995
Prudential Bache Securities 1986 - 1988
Skills
New Business Development, P&L Management, Mergers, Strategic Planning, Direct Marketing, Business Strategy, Product Management, Team Building, Mergers & Acquisitions, Marketing Strategy, Contract Negotiation, Insurance, Business Development, Executive Management, Project Management, CRM, Strategic Partnerships, Leadership, Sales Management, Start-ups, Vendor Management, Competitive Analysis, Management, Entrepreneurship
Education
Lehigh University - College of Business and Economics 1982 — 1986
B.S., Finance
Sandalwood Securities, Inc. August 2009 - October 2010
New Jersey Society of CPAs January 1999 - August 2008
BDO Seidman, LLP January 1991 - October 1998
National Westminster Bank 1989 - 1991
Ernst & Young 1985 - 1989
Skills
Marketing, Marketing Communications, Market Research, Project Management, Strategic Planning, Brand Development, Email Marketing, Advertising, Social Media Marketing, Digital Marketing, Marketing Strategy, New Business Development, Marketing Management, Event Planning
Education
Hofstra University
MBA, Management Science
State University of New York at Albany
BS, Marketing
Credit Suisse April 2015 - Present
RBS Markets and International Banking June 2007 - April 2015
RBS Greenwich Capital June 2005 - June 2007
Greenwich Capital Markets, Inc November 1997 - June 2005
National Westminster Bank August 1995 - November 1997
Skills
Capital Markets, Series 7, Due Diligence, Structured Finance, Fixed Income, Credit Risk, Credit
Education
Colgate University 1985 — 1989
BA, Economics
Drinker Biddle & Reath LLP January 1996 - Present
Whitman Breed Abbott & Morgan LLC September 1992 - June 1996
Bank Austria Creditanstalt d.d. Ljubljana June 1986 - June 1989
National Westminster Bank June 1985 - June 1986
Skills
Corporate Finance, Corporate Law, Corporate Governance, Contract Negotiation, Contract Law, Derivatives, Equity Derivatives, Credit Derivatives, Interest Rate..., Interest Rate Swaps, Swaps
Education
New York Law School 1989 — 1992
Doctor of Law (JD), Law
Georgetown University 1981 — 1985
Bachelor of Arts (BA), History
EY February 2000 - Present
Fleet Bank 1992 - 2000
National Westminster Bank 1992 - 1994
Skills
Marketing Communications, Management Consulting, Strategic Planning, Thought Leadership, Internal Communications, Business Strategy, Marketing Management, Marketing Strategy, Corporate Communications, Strategy, Competitive Analysis, Market Research, Integrated Marketing
Education
Fairleigh Dickinson University 1988 — 1992
Royal Bank of Scotland September 2009 - Present
GE Capital January 2006 - February 2009
GE Commercial Finance May 2004 - December 2005
GE Structured Finance Group June 2003 - April 2004
Deutsche Bank Securities January 1998 - January 2003
Metropolitan Life Insurance Company May 1996 - December 1997
The Prudential Life Insurance Company July 1992 - May 1995
National Westminster Bank 1987 - 1990
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, Finance
University of Pennsylvania - The Wharton School 1983 — 1987
BSE and BA, Management, Spanish
Winthrop University Hospital January 2014 - Present
Astoria Federal January 2013 - December 2013
State Bank of Long Island May 1999 - December 2012
National Westminster Bank 1988 - 1995
Skills
HR Policies, Employee Relations, Human Resources, HRIS, New Hire Orientations, EEO, Affirmative Action, Recruiting, Onboarding, Employment Law, EEOC, Compensation & Benefit
Education
Adelphi University
Bachelors of Business Administration, Human Resources
Savant Engineering, LLC June 2003 - Present
Savant Facilities, LLC October 2001 - Present
KLG, Inc February 2001 - October 2001
National Westminster Bank September 1995 - June 1997
Merrill Lynch December 1993 - September 1995
Kelly, Lundstrom, George August 1985 - December 1993
W.L. Thompson Consulting Engineers October 1983 - August 1985
Skills
Construction, Engineering, Construction Management, Management, AutoCAD, Contract Management, Budgets, Contract Negotiation, Project Management, Project Planning, Value Engineering
Education
East Carolina University - College of Business 1998 — 2000
MBA, Business
Georgia Southern University 1979 — 1983
BET, Electrical Engineering Technology
EDS, an HP company May 2008 - Present
EDS, an HP company 2008 - 2010
National Westminster Bank January 1986 - August 1996
Education
New York University 1990 — 1992
Information Technology
Baruch College, City University of New York (CUNY) 1984 — 1990
BA, Political Science
Penn State University 1980 — 1982
Business
JP Morgan Chase January 2010 - Present
RBC Capital Markets 2004 - 2008
Lehman Brothers 2000 - 2003
CSFB January 2000 - December 2000
Lehman Brothers 1996 - 2000
National Westminster Bank 1984 - 1996
Skills
Financial Modeling, Investment Banking, Capital Markets, Valuation, Corporate Finance, Internal Audit, Financial Advisory, M&A analysis, Financial Accounting, Private Equity, Equities, Financial Analysis, Due Diligence, Mergers & Acquisitions, Investments, Fixed Income, Hedge Funds, Risk Management, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA
University of Durham 1980 — 1984
BA
Wells Fargo Bank August 2010 - Present
Wachovia Bank May 2006 - 2010
The Bank of New York December 1997 - May 2006
Fleet Bank May 1996 - December 1997
National Westminster Bank May 1987 - May 1996
Skills
Construction Loans, Capital Markets, Commercial Mortgages, Underwriting, New Business Development, Treasury Management, Portfolio Management, Commercial Banking, Commercial Lending, Loan Origination, Credit, Loans, Banking, Finance, Asset Management, Mortgage Lending, Credit Analysis, Management, Real Estate, Financial Modeling, Financial Analysis
Education
Hofstra University 1991 — 1995
MBA, Finance
Hofstra University 1984 — 1988
BBA, Business Management
Town of Babylon March 2009 - Present
Arrow Electronics July 1998 - August 2008
NatWest Bank July 1979 - June 1997
National Westminster Bank 1977 - 1997
Skills
PowerPoint, CICS, SDLC, Microsoft Excel, Software Development, Business Process..., Vendor Management, Microsoft Word, COBOL, Process Improvement, Business Analysis, JCL, Public Speaking, Research, Microsoft Office, IT Management, Access, Data Analysis, IT Strategy, Databases, Software Documentation
Education
LIU Post
Suffolk County Community College
MetLife August 2004 - Present
Lloyds TSB Bank plc 1996 - 2003
National Westminster Bank 1995 - 1996
Skills
Process Improvement, Disability Insurance, User Acceptance Testing, Quality Assurance, Project Management, Training, Software Development, Business Requirements, Risk Management, Business Process..., Visio, Business Analysis, Requirements Analysis, Underwriting, Insurance, SDLC, Program Management
Education
Sheffield Hallam University 1996 — 1997
BSc, Geography
Birmingham City University 1993 — 1995
BA, Environmental Planning
Heathfield High School 1986 — 1993
GCSE & A Levels
TIAA-CREF October 2014 - Present
Wells Fargo Bank September 2003 - October 2014
Bank of America August 1994 - September 2003
Chemical Bank September 1993 - August 1994
National Westminster Bank 1986 - 1993
Skills
Mortgage Lending, Deferred Compensation, Leadership, Retail Banking, Asset Management, Performance Management, Executive Pay, Strategic Financial..., Financial Services, Talent Management, Asset Managment, Employee Benefits
Education
Hofstra University
BBA, Management
Hofstra University
MBA, Finance
U.S. Trust August 2011 - Present
The Provident Bank 2003 - August 2011
Rumson Fair-Haven Bank & Trust 2000 - 2003
The Chase Private Bank 1992 - 2000
National Westminster Bank 1987 - 1992
Fist Fidelity Bank 1984 - 1987
Skills
Investments, Banking, Financial Services, Sales, Wealth Management, Investment Advisory, Estate Planning, Asset Management, Portfolio Management, Trust Services, Leadership, Alternative Investments
Education
Drew University 1980 — 1983
BA, Economics
Capital One Bank 2005 - December 2013
Citibank 2003 - 2005
Citibank 2002 - 2003
Cablevision System Corp 1998 - 2002
National Westminster Bank (NatWest) 1995 - 1998
National Westminster Bank (NatWest) 1992 - 1995
National Westminster Bank 1981 - 1992
Skills
Project Portfolio..., Business Process..., Banking, Management, Leadership, Outsourcing, Mergers & Acquisitions, Integration, Project Management, Internal Audit, Department Budgeting
Education
Adelphi University
Bachelor of Science (BS), Management and Communication
Pace University
Associate of Arts and Sciences (AAS), Accounting
Peapack-Gladstone Bank May 2013 - Present
Sovereign Bank April 2005 - May 2013
Bank of America 2001 - 2004
Fleet Bank 1990 - 2002
NatWest Bank 1987 - 1996
National Westminster Bank 1987 - 1992
Skills
Banking, Cash Management, Treasury Management, Loans, Commercial Banking, Finance, Payments, Relationship Management, Commercial Lending, Credit Analysis, Credit, Mortgage Lending, Small Business Lending, Sales
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA, Mgmt/International Business
Hofstra University 1983 — 1987
bba, Finance
Vine Alternative Investments, LLC January 2007 - Present
Vine Investment Advisors, LLC December 2006 - Present
Dresdner Kleinwort June 1999 - December 2006
National Westminster Bank 1993 - 1996
Skills
Investment Banking, Capital Markets, Private Equity, Investments, Finance, Structured Finance, Asset Management, Film Finance, Television Finance, Leveraged Lending, Public Speaking, Networking
Education
Rutgers, The State University of New Jersey-Newark 1997 — 2000
MBA, Finance
Fairleigh Dickinson University 1989 — 1993
BS, Finance
BGA 1984 — 1989
Broadridge September 2005 - Present
Avis 1998 - 2005
National Westminster Bank 1987 - 1997
Grumman Data Systems 1980 - 1985
Skills
VSAM, SDLC, Visio, SQL, DB2, JCL, Business Analysis, Financial Services, Requirements Analysis, Quality Center, Software Project..., COBOL, Mainframe, User Acceptance Testing, Disaster Recovery, CICS, Banking
Education
Dowling College 2012 — 2015
Master of Business Administration (MBA), Management and leadership
Adelphi University 1986 — 1989
Bachelor of Business Administration (BBA)
JP Morgan May 2008 - Present
JPMorgan Chase 2008 - Present
Bear Stearns August 1998 - May 2008
National Discount Brokers April 1998 - August 1998
Coutts Bank June 1996 - April 1998
Fleet Bank (formely National Westminster Bank) January 1996 - June 1996
National Westminster Bank November 1987 - January 1996
Merrill Lynch July 1985 - November 1987
Skills
Avaya, Market Data, Networking, Data Center, Unified Communications, Vendor Management, Infrastructure, Cisco Technologies, ITIL, Business Continuity, IT Strategy, SDLC
Education
Kingsborough Community College 1980 — 1982
Deloitte January 2011 - Present
Deloitte January 2010 - Present
Deloitte August 2005 - December 2009
Deloitte January 2000 - August 2005
STRATEGIC COACHING January 1994 - January 2000
National Westminster Bank January 1992 - January 1994
Macy's January 1989 - January 1991
DEAN WITTER, E.F. HUTTON, FIRST BOSTON, Mellon Bank January 1977 - January 1989
Skills
Microsoft Office, Management Consulting, Certified Career Coach, Coaching, Performance Management, HR Consulting, Change Management, Talent Management, Program Management, Organizational..., Project Management, Strategic Planning, Recruiting, Talent Acquisition, Management, Career Counseling, Human Resources, Training, Employee Relations, Organizational Design, Employee Engagement, Succession Planning
Education
Kean University
Political Science
Kean University
Strayer University
NELSON May 2006 - Present
SPACE LLC April 2000 - April 2006
National Westminster Bank August 1991 - November 1994
Whidden-Silver Inc. February 1990 - June 1991
Drexel Burnham Lambert August 1983 - January 1990
Skills
Submittals, Design Research, Sustainable Design, Interior Architecture, Interior Design, Space-planning, Construction Drawings, Architecture, CRM, Architectural Design, LEED, Business Development, Renovation, Retail, LEED AP, Comprehensive Planning, Space planning, Construction, Finance, Relationship Management, Strategic Consulting, Mobility Strategy, Interior Environmental..., Facility Master Planning, Corporate Real Estate
Education
Cornell University 1979 — 1983
BA, Design & Environmental Analysis
Signature Bank February 2004 - Present
North Fork Bank March 1995 - February 2004
National Westminster Bank March 1991 - February 2004
Education
Hofstra University 1995 — 1998
M.B.A., Banking & Finance
Cornell University 1988 — 1991
B.S., Economics
Royal Bank of Scotland July 2015 - Present
Royal Bank of Scotland July 2011 - June 2015
Capital One December 2007 - June 2011
RBS March 2000 - December 2007
NatWest Bank March 1998 - March 2000
Coutts Bank June 1995 - March 1998
National Westminster Bank June 1988 - June 1995
Skills
Compliance Management, Internal Audit, Banking, Risk Management, Assurance, Auditing, Business Process..., Derivatives, AML, Financial Risk, Basel II, Credit Risk, Governance, KYC, Due Diligence, Investment Banking, Operational Risk..., Enterprise Risk..., Financial Services, Operational Risk, Fraud, Credit, Capital Markets, Corporate Governance, Anti Money Laundering
Education
Hofstra University
MBA, Finance
Hofstra University
BBA, Management
Mather LifeWays 2014 - Present
SMPM Project Management 2012 - 2014
Vi (formerly Classic Residence by Hyatt) 2007 - 2012
Vi, formerly known as Classic Residence by Hyatt 2007 - 2009
Premiere Midwest Developers 2004 - 2007
Urban Innovations 2000 - 2004
The Environments Group 1996 - 2000
National Westminster Bank 1993 - 1995
Kohn Pedersen Fox Conway 1989 - 1993
Skills
Real Estate Development, Pre-construction..., Capital Projects, Construction Management, Project Management, Program Management, Senior Living, Assisted Living, Due Diligence, Entitlements, Construction, Facilities Management, Capital Improvement, Contract Negotiation, Budgeting, Scheduling, Real Estate, Feasibility Studies, Master Planning, Architecture, Mixed-use, Healthcare, Commercial Real Estate, Tenant Improvement, Renovation, Multi-family, Budgets, Process Scheduler, Procurement, Pre-construction, Space planning, Seniors, Property Management, Strategic Planning, Capital Budgeting, Architectural Design, Team Building, Leadership, LEED, Value Engineering, Zoning, Green Building, Contract Management, Management, Contractors, Negotiation
Education
St. John's University 1988 — 1990
Graduate College of Business
Arizona State University 1978 — 1983
B.Arch, Architecture
Universitat Stuttgart, Germany 1981 — 1982
Foreign Study in Residence
Corre Partners Management, LLC 2009 - Present
Trafelet & Company 2003 - 2008
Deutsche Bank Securities 2001 - 2003
UBS Investment Bank 1996 - 2000
National Westminster Bank 1991 - 1994
Skills
Hedge Funds
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA
Colgate University 1986 — 1989
BA
Empire Commercial Services April 2008 - Present
BEST CHOICE HOME REMODELING, INC. 2006 - 2008
CREDIT SUISSE FIRST BOSTON 2001 - 2005
DKB FINANCIAL PRODUCTS, INC. 1992 - 2001
NATIONAL WESTMINSTER BANK 1986 - 1992
MARINE MIDLAND BANK, N.A. 1981 - 1986
Skills
Computer Literate:..., General Ledger, Account Reconciliation, QuickBooks, Microsoft Word, PowerPoint, Managerial Finance, Corporate Finance
Education
Fordham University 1974 — 1978
BS, Finance/Accounting
Business Advisors Network March 2002 - Present
Meritas Family of Schools October 2005 - February 2007
Deutsche Bank Securities June 1986 - January 2002
National Westminster Bank June 1981 - June 1986
French Army February 1977 - January 1978
Skills
Strategy, Leadership Development, Leadership, Coaching, Management, Management Consulting, Strategic Planning, Entrepreneurship, Business Strategy, Start-ups, Change Management, Corporate Finance, Executive Management, Consulting, Program Management, Venture Capital, Team Building, Business Alignment, Corporate Development, Organizational..., Project Management, Team Alignment, Business Planning, Budgets, Mergers, Due Diligence, Financial Modeling, Forecasting, Workshop Facilitation, Executive Coaching, Process Improvement, Business Process..., Business Transformation, Team Management, Organizational..., Team Leadership, Finance, Restructuring, Training, Public Speaking
Education
Thunderbird School of Global Management 1980 — 1980
MBA, Finance
Université Lumière (Lyon II) 1972 — 1978
MA, English
Institut d'Etudes Politiques de Lyon 1972 — 1976
Diplôme, Economie et Finance
SAP Americas May 2005 - Present
Independant IT / SAP Consultant May 1996 - April 2005
Texaco Ltd June 1991 - April 1996
National Westminster Bank July 1989 - June 1991
SD-Scicon Ltd June 1988 - June 1989
Skills
SAP Netweaver, ERP, Solution Architecture, IT Strategy, SAP R/3, Enterprise Architecture, Software Project..., Data Migration, Requirements Analysis, Business Analysis, SAP, Program Management, Business Process...
Education
Open University Business School 1991 — 1995
Professional Diploma, Management
De Montfort University 1984 — 1988
BSc (Hons), Computer Science
New College Durham 1982 — 1984
"A" Levels
Landsdowne Comprehensive 1977 — 1982
Sacred Heart School September 1997 - Present
National Westminster Bank 1977 - 1997
National Westminster Bank USA 1977 - 1997
Natwest Bancorp 1977 - 1997
Skills
Lesson Planning, Curriculum Development, Educational Technology, Elementary Education, Technology Integration, Classroom Management, Differentiated..., Curriculum Design, Tutoring, Literacy, Educational Leadership, Classroom, Teaching, Teacher Training, Instructional Technology, Gifted Education, Middle School, Staff Development, Secondary Education, Special Education, Smartboard, Technology Education, Balanced Literacy, Teaching Reading, Guided Reading
Education
Adelphi University 1971 — 1980
Master of Arts (MA) and MBA, Secondary Education and Teaching, Management and Finance
SUNY Stony Brook 1968 — 1970
Bachelor of Science, Math and Education
Hudson City Savings Bank June 1995 - Present
NATIONAL WESTMINSTER BANK 1993 - 1995
THE DIME SAVINGS BANK OF NY 1979 - 1992
Skills
Project Management, Employee Relations, HR Generalist, Employment Law, Human Resources, Performance Management, HRIS, Recruiting, Employee Benefits, Training, Deferred Compensation, Banking, Succession Planning, Personnel Management, Policy, Analysis, Process Improvement, HR Policies, Leadership Development, Organizational..., Management, Temporary Placement, Mergers & Acquisitions, Organizational Design
Education
The New School 1982 — 1985
MA, Human Resources
Hofstra University 1975 — 1979
BA, Humanities
The Happy Retired Banker August 2007 - Present
Bank of America/ Fleet Bank/ NatWest February 1976 - December 2004
NatWest 1976 - 1998
National Westminster Bank 1979 - 1996
Skills
International Trade, Commercial Banking, Credit Analysis, Banking, Trade Finance, Treasury Management, Trading, FX Options, Cash Management, Portfolio Management, Commercial Lending, Financial Services, Executive Management, Financial Risk, Corporate Finance, Risk Management, Investment Banking, Operational Risk, Financial Analysis, Project Finance
Education
Ithaca College 1964 — 1968
BA, Mathematics
Viana & Associates, L.L.C. October 2013 - Present
Giddens School 2011 - 2014
Trinity Health Systems, L.L.C. November 2012 - August 2013
Viana & Associates LLC January 2002 - November 2012
Violy, Byorum & Partners LLC February 1997 - December 2001
The Chase Manhattan Corporation February 1994 - February 1997
National Westminster Bank June 1982 - December 1993
Skills
Investment Banking, Cross-border M&A, Capital Raising, Business Advisory, Corporate Finance, Integration of..., Managerial Finance, Equity Investing, Deal Execution, Sustainable Development, Sustainable Investing, Equities, Private Equity, Mergers, Mergers & Acquisitions, Finance, Non-profit Leadership, Business Planning, Venture Capital, Business Strategy, Restructuring, Investments
Education
Tufts University - The Fletcher School of Law and Diplomacy 2006 — 2007
Master of Arts, International Affairs
Columbia University in the City of New York 2008 — 2010
Program in Conservation and Environmental Sustainability, Fields of Study include Ecology, Environmental Biology and Conservation, Sustainable Investing
New York University
Bachelor of Arts (Magna Cum Laude), Economics, Politics, History
Thomson Reuters 2009 - Present
Chester Printing Company 1992 - 2003
National Westminster Bank 1987 - 1992
Skills
Process Improvement, Business Analysis, Product Management, Project Management
Education
Georgetown University - The McDonough School of Business 1977 — 1981
BSBA, Finance
Presidio Bank March 2006 - Present
Charter Oak Bank March 2005 - February 2006
National Bank of the Redwoods 1994 - 2005
Fleet Bank 1992 - 1993
National Westminster Bank 1978 - 1992
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Banking, Financial Analysis, Credit, Commercial Mortgages, Small Business Lending, Loan Origination, Credit Risk, Loans, Asset Based Lending, Mortgage Lending
Education
Colgate University 1975 — 1978
BA, English
M&T Bank December 2012 - Present
Wells Fargo January 1997 - December 2012
National Westminster Bank December 1986 - February 1997
Skills
Business Development, Commercial Banking, Correspondent Bank, Treasury Management, Financial Services, Financial Institutions, Management, Portfolio Management, Asset Management, Relationship Management, Financial Modeling, Commercial Lending, Loans, Loan Origination, Small Business Lending, Mortgage Lending
Education
East Stroudsburg University of Pennsylvania 1978 — 1982
Bachelor's of Science, Health and Physical Education/Fitness
Rutherford High School 1974 — 1978
Cazadors Media 2010 - Present
Granite Payment Alliance LLC 2010 - 2010
FBC Enterprises LLC 2010 - 2010
Morgan Stanley 2006 - 2010
Atlantic Bank 1998 - 2006
National Westminster Bank 1987 - 1998
JP Morgan Chase 1982 - 1987
Education
Fordham University School of Law
Iona College
B.B.A., Marketing
New York University
Information Technology
Stuyvesant H.S.
National Westminster Bank September 1900 - October 1900
Education
Boston University Questrom School of Business
MBA & CFP & BA, Business/Finance Studio Art
Capital D. F. Associates Inc. May 1995 - Present
La Salle Business Credit, Inc. October 1991 - April 1995
KAF Check Cashing, Inc. September 1987 - November 1994
La Salle Business Credit, Inc. May 1989 - October 1991
Marine Midland Bank April 1987 - August 1988
National Westminster Bank March 1975 - April 1987
Marine Midland Bank December 1972 - February 1975
Bankers Trust Company January 1969 - December 1972
Skills
Asset Based Lending, Loans, Credit Analysis, Commercial Lending
Education
Hofstra University 1964 — 1968
BBA, Accounting
One STEP Ahead Workshop Services January 2008 - Present
One STEP Ahead Workshops 2008 - 2012
National Westminster Bank January 1984 - June 1996
Skills
Research, Negotiation, Editing, Social Media, Outlook, Team Building, Public Relations, English, Large Group..., Interpersonal..., Business Development, Banking, Customer Service, Cold Calling, Leadership, Loans, Contract Negotiation, Organization, Problem Solving, Writing, Microsoft Word, Coaching
Education
Fordham University - Graduate School of Business Administration 1991 — 1993
Master of Business Administration (M.B.A.), Management Systems/International Business
Fordham University 1980 — 1984
Bachelor of Arts (B.A.), Political Economy/English
JPMorgan Chase September 2013 - Present
JPMorgan Chase & Co. May 2012 - September 2013
Citi 2011 - May 2012
Citi 2004 - 2011
Citi 1998 - 2004
Citi 1996 - 1998
Citi 1993 - 1996
National Westminster Bank 1988 - 1993
Skills
Risk Management, AML, Wealth Management, Financial Services, Financial Reporting, Banking, Portfolio Management, Auditing, Internal Controls, Project Management, Capital Markets, Financial Risk, Investments, Credit, Equities, Business Process Mapping, Visio
Education
Hofstra University
MBA, Marketing Management
Binghamton University
BS, Business Management
Queens College
Independent Course work
Bollinger Insurance January 2011 - June 2014
Charles G. Treloar Agency Inc. February 1993 - January 2011
National Westminster Bank September 1986 - February 1993
Skills
Property & Casualty..., Commercial Insurance, Acredited Advisor in..., Construction Risk..., Insurance, Underwriting, Workers Compensation, Business Analysis, Umbrella Insurance, Legal Liability, General Insurance, Liability, Professional Liability
Education
Lafayette College 1982 — 1986
Bachelor of Arts (B.A.), Economics
Department of Education July 2008 - Present
NYC Department of Education September 2007 - July 2008
NYC Department of Education September 2004 - June 2007
NYC Department of Education September 2003 - September 2004
NYC Department of Education January 1999 - June 2003
Banque Nationale de Paris, New York and Paris August 1993 - July 1998
National Westminster Bank July 1991 - July 1993
Skills
Teaching, Data Analysis, Leadership, Public Speaking, Research, Coaching, Spanish, Nonprofits, Fundraising, Speak French, Microsoft Excel, Editing, Strategic Planning, Event Planning, PowerPoint, Microsoft Office, Microsoft Word, Public Relations, Team Building, CERTIFICATES AND..., Organizational Structure
Education
College of St. Rose, Albany, NY 2004 — 2004
Certificate of Advanced Study, Educational Administration and Supervision, K-12
Hunter College 1998 — 1999
Master's degree, TESOL
Manhattan College 1987 — 1991
Bachelor's degree, International/Global Studies
University of Wisconsin-Madison October 2012 - Present
University of Wisconsin-Madison January 2012 - Present
J.P. Morgan August 1998 - December 2001
National Westminster Bank June 1993 - June 1998
Skills
Science, Physics, Statistics
Education
University of Wisconsin-Madison 2003 — 2005
Master's degree, Educational Leadership and Policy Analysis
Ewha Womans University
Bachelor of Science (BS), Physics
JP Morgan Chase 2006 - Present
BNY Mellon 1996 - 2006
National Westminster Bank 1990 - 1996
Skills
Commercial Banking, Commercial Lending, Credit, Banking, Credit Analysis, Financial Analysis, Loans, Portfolio Management, Lines Of Credit, Credit Risk, Cash Flow, Treasury Management, Commercial Mortgages, Cash Management, Consumer Lending
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
Master of Business Administration (M.B.A.), Finance, General
Adelphi University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Amscot Structural Products 2008 - Present
Clyne Eagan & Associates 2002 - 2007
National Westminster Bank 1991 - 1997
Skills
New Business Development, Business Strategy, Entrepreneurship, Start-ups, Marketing Strategy, Sales Management
Education
Kean University 1989 — 1991
Bachelor of Science (BS), Management Science / Finance / Accounting / Economics
Bloomsburg University of Pennsylvania 1987 — 1989
JPMorgan Chase November 2013 - Present
Citi 2010 - 2013
Citi 1995 - 2010
National Westminster Bank 1990 - 1995
AT&T 1986 - 1990
Skills
Infrastructure, Integration, Data Center, Outsourcing, Servers, Management, Resource Management, Business Development, Mergers & Acquisitions, Strategic Planning, Data Migration, Performance Management, Risk Management, Vendor Management, Business Analysis, Project Management, Process Improvement, Financial Modeling, Portfolio Management, Derivatives, Program Management, SDLC, Investment Banking, Desktop Computers, Data mi
Education
DeVry University 1984 — 1986
Electronics Technology
Industrial and Commercial Bank of China July 2012 - Present
The Bank of East Asia (U.S.A.) N.A. September 2001 - 2012
Fleet Bank 1997 - 2001
National Westminster Bank June 1991 - 1997
Golden City Commercial Bank 1986 - 1991
HSBC May 1985 - 1986
Golden Pacific National Bank January 1980 - 1985
Education
Concordia University 1973 — 1979
Bachelor’s Degree, BA in Psychology and BA in Economics, B