National Westminster Bank USA
Industry: Retail banking company
DescriptionNational Westminster Bank USA, commonly known as NatWest USA, was a wholly owned subsidiary of National Westminster Bank Plc in the United Kingdom from 1983 to 1996. Formed as the National Bank of North America in 1905, the US retail banking operation was sold to Fleet Financial Group in 1996. Headquarters: New York, United States Successor: Fleet Bank, N.A Founded: 1983 Ceased operations: 1996 Parent organization: NatWest
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National Westminster Bank USA Employees
Employee
Years
Job
Industry
JOHN GRIFFIN JOHN GRIFFIN's National Westminster Bank USA Experience 1979 - 1983
Job Chief Financial Officer at Cantor Real Estate LP/Resolution Recovery Partners Manager
Industry Financial Services
Experience
Cantor Real Estate LP/Resolution Recovery Partners Manager August 2014 - Present
Ranieri Real Estate Partners May 2012 - August 2014
Citigroup August 2011 - January 2012
Deutsche Bank August 1999 - February 2011
Deutsche Bank 1997 - 1999
Bankers Trust 1993 - 1997
U.S. Department of Treasury - Office of Thrift Supervision 1988 - 1993
Merrill Lynch 1985 - 1988
EF Hutton 1983 - 1985
National Westminster Bank-USA 1979 - 1983
Skills
Credit Risk, Basel II, Middle Office, Operational Risk, Market Risk, FINRA License 28-FinOps, FINRA, Product Development, Risk Management, Capital Markets, Governance, Investment Banking, Due Diligence, Financial Risk, Financial Markets, Corporate Finance, Valuation, Mergers & Acquisitions, Finance, Analysis, Equities, Structured Finance, Derivatives, Fixed Income, Banking, Investments, Securities, Financial Services, Credit
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
Certificate, Management & Leadership
Cornell University 1975 — 1979
B.S., Economics
Baldwin Senior High School 1972 — 1975
High School Diploma, General Studies
Cantor Real Estate LP/Resolution Recovery Partners Manager August 2014 - Present
Ranieri Real Estate Partners May 2012 - August 2014
Citigroup August 2011 - January 2012
Deutsche Bank August 1999 - February 2011
Deutsche Bank 1997 - 1999
Bankers Trust 1993 - 1997
U.S. Department of Treasury - Office of Thrift Supervision 1988 - 1993
Merrill Lynch 1985 - 1988
EF Hutton 1983 - 1985
National Westminster Bank-USA 1979 - 1983
Skills
Credit Risk, Basel II, Middle Office, Operational Risk, Market Risk, FINRA License 28-FinOps, FINRA, Product Development, Risk Management, Capital Markets, Governance, Investment Banking, Due Diligence, Financial Risk, Financial Markets, Corporate Finance, Valuation, Mergers & Acquisitions, Finance, Analysis, Equities, Structured Finance, Derivatives, Fixed Income, Banking, Investments, Securities, Financial Services, Credit
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
Certificate, Management & Leadership
Cornell University 1975 — 1979
B.S., Economics
Baldwin Senior High School 1972 — 1975
High School Diploma, General Studies
Gigi Kossmann Gigi Kossmann's National Westminster Bank USA Experience 1976 - 1997
Job DOJ/DEA Secretary to the Assistant Special Agent in Charge, Charlotte, NC
Industry Government Administration
Experience
U.S. Department of Justice February 2010 - Present
Coldwell Banker United May 2012 - September 2014
U.S. Department of Justice September 2008 - February 2010
U.S. Department of Justice July 2000 - September 2008
U.S. Department of Justice March 1999 - July 2000
U.S. Department of Justice December 1997 - March 1999
Chase Manhattan Bank (through Olsten Temporary Agency) October 1997 - December 1997
National Westminster Bank USA 1976 - 1997
Skills
Administration, Microsoft Office, Writing, Administrative Support, Outlook, Telephone Skills, Word, PowerPoint, Microsoft Word, Administrative..., Training, Time Management, Data Entry, Social Media, Customer Service, Microsoft Excel, Human Resources, Real Estate, System Administration, Policy, Leadership, Social Media Marketing, Government, Management, Editing, Data Analysis, Social Networking, Research, Public Relations, Event Planning, Contract Negotiation, Public Speaking, Blogging, Negotiation, Marketing, Relocation, Investment Properties, Team Building, Sellers, Real Estate Transactions, Administrative...
Education
Berkeley College 1974 — 1975
Associate's, Occupational Studies
Bethpage High School 1970 — 1974
High School Diploma, Regents
U.S. Department of Justice February 2010 - Present
Coldwell Banker United May 2012 - September 2014
U.S. Department of Justice September 2008 - February 2010
U.S. Department of Justice July 2000 - September 2008
U.S. Department of Justice March 1999 - July 2000
U.S. Department of Justice December 1997 - March 1999
Chase Manhattan Bank (through Olsten Temporary Agency) October 1997 - December 1997
National Westminster Bank USA 1976 - 1997
Skills
Administration, Microsoft Office, Writing, Administrative Support, Outlook, Telephone Skills, Word, PowerPoint, Microsoft Word, Administrative..., Training, Time Management, Data Entry, Social Media, Customer Service, Microsoft Excel, Human Resources, Real Estate, System Administration, Policy, Leadership, Social Media Marketing, Government, Management, Editing, Data Analysis, Social Networking, Research, Public Relations, Event Planning, Contract Negotiation, Public Speaking, Blogging, Negotiation, Marketing, Relocation, Investment Properties, Team Building, Sellers, Real Estate Transactions, Administrative...
Education
Berkeley College 1974 — 1975
Associate's, Occupational Studies
Bethpage High School 1970 — 1974
High School Diploma, Regents
Francisco Flores Francisco Flores's National Westminster Bank USA Experience 1985 - 1993
Job Managing Director at Focus Capital Advisors, Inc.
Industry Investment Banking
Experience
Focus Capital Advisors, Inc December 2010 - Present
Bank of America February 2008 - December 2009
Fox Valley Capital Corp. February 2005 - February 2008
Chase Bank 2003 - 2005
CIT 1997 - 1999
Congress Financial 1994 - 1997
National Westminster Bank USA 1985 - 1993
BMO Harris Bank 1979 - 1985
Skills
Private Equity, Mergers & Acquisitions, Corporate Finance, Restructuring, Asset Based Lending, Finance, Credit, Leveraged Finance, Loans, Valuation, Commercial Banking, Structured Finance, Portfolio Management, Investment Banking, Commercial Lending, Middle Market, Mergers, Credit Analysis, Loan Origination, Banking, Financial Services, Business Valuation, Workout, Commercial Finance, Debt Restructuring, Credit Risk, Due Diligence, Underwriting, Lines Of Credit, Cash Flow, Financial Structuring, Commercial Real Estate, Capital, Business Planning, Start-ups, Debt
Education
Alliance of Mergers and Acquisitions Advisors / DePaul University 2012 — 2012
Certified Mergers & Acquisitions Advisor
DePaul University - Charles H. Kellstadt Graduate School of Business 1981 — 1983
MBA, Finance
Northwestern University 1975 — 1979
BA, Biology
CPA
IL
Focus Capital Advisors, Inc December 2010 - Present
Bank of America February 2008 - December 2009
Fox Valley Capital Corp. February 2005 - February 2008
Chase Bank 2003 - 2005
CIT 1997 - 1999
Congress Financial 1994 - 1997
National Westminster Bank USA 1985 - 1993
BMO Harris Bank 1979 - 1985
Skills
Private Equity, Mergers & Acquisitions, Corporate Finance, Restructuring, Asset Based Lending, Finance, Credit, Leveraged Finance, Loans, Valuation, Commercial Banking, Structured Finance, Portfolio Management, Investment Banking, Commercial Lending, Middle Market, Mergers, Credit Analysis, Loan Origination, Banking, Financial Services, Business Valuation, Workout, Commercial Finance, Debt Restructuring, Credit Risk, Due Diligence, Underwriting, Lines Of Credit, Cash Flow, Financial Structuring, Commercial Real Estate, Capital, Business Planning, Start-ups, Debt
Education
Alliance of Mergers and Acquisitions Advisors / DePaul University 2012 — 2012
Certified Mergers & Acquisitions Advisor
DePaul University - Charles H. Kellstadt Graduate School of Business 1981 — 1983
MBA, Finance
Northwestern University 1975 — 1979
BA, Biology
CPA
IL
Richard Daingerfield Richard Daingerfield's National Westminster Bank USA Experience 1986 - 1990
Job Board of Directors | Financial Services General Counsel | Law School Instructor | Governance & Compliance | Banking
Industry Banking
Experience
Peapack-Gladstone Bank 2014 - Present
Boston University School of Law 2014 - Present
Citizens Financial Group, Inc. 2010 - 2014
Royal Bank of Scotland 2000 - 2010
NatWest Group Holding Corporation 1996 - 2000
National Westminster Bancorp, Inc. 1993 - 1996
National Westminster Bank NJ 1990 - 1993
National Westminster Bank USA 1986 - 1990
Wilentz, Goldman & Spitzer, P.A. 1980 - 1986
Skills
Board of Directors, Corporate Governance, Corporate Law, Securities, Securities Regulation, Banking, Banking Law, AML, Financial Institutions, Litigation, Credit, Capital Markets, Mergers & Acquisitions, Securitization, Private Equity, Due Diligence, Financial Transactions, Regulations, Privacy Law, Risk Management, Restructuring, Legal Compliance, Regulatory Risk, Workout, Financial Services, Financial Risk, Anti Money Laundering
Education
University of Pennsylvania Law School 1977 — 1980
JD Juris Doctorate, Law
Rutgers, The State University of New Jersey-New Brunswick
BA Bachelor of Arts, Business Administration Highest Honors GPA 4.0
Boston University School of Law
Boston University School of Law
Peapack-Gladstone Bank 2014 - Present
Boston University School of Law 2014 - Present
Citizens Financial Group, Inc. 2010 - 2014
Royal Bank of Scotland 2000 - 2010
NatWest Group Holding Corporation 1996 - 2000
National Westminster Bancorp, Inc. 1993 - 1996
National Westminster Bank NJ 1990 - 1993
National Westminster Bank USA 1986 - 1990
Wilentz, Goldman & Spitzer, P.A. 1980 - 1986
Skills
Board of Directors, Corporate Governance, Corporate Law, Securities, Securities Regulation, Banking, Banking Law, AML, Financial Institutions, Litigation, Credit, Capital Markets, Mergers & Acquisitions, Securitization, Private Equity, Due Diligence, Financial Transactions, Regulations, Privacy Law, Risk Management, Restructuring, Legal Compliance, Regulatory Risk, Workout, Financial Services, Financial Risk, Anti Money Laundering
Education
University of Pennsylvania Law School 1977 — 1980
JD Juris Doctorate, Law
Rutgers, The State University of New Jersey-New Brunswick
BA Bachelor of Arts, Business Administration Highest Honors GPA 4.0
Boston University School of Law
Boston University School of Law
Barbara Boccia's National Westminster Bank USA Experience January 1987 - January 1991
Job Vendor Logistics Specialist, SANS Institute
Industry Events Services
Experience
SANS Institute October 2011 - Present
The Greens at Half Hollow August 2012 - March 2013
CITIBANK N December 2009 - July 2010
BLUELINE SWIMMING POOL AND SPA SERVICES, INC January 2001 - January 2009
RENAISSANCE SOFTWARE, LLC / VERTEX INTERACTIVE, INC January 1995 - January 2001
Renaissance Software 1995 - 2001
SPEC 4 INTERNATIONAL, INC January 1991 - January 1995
Spec 4 International 1991 - 1995
NATIONAL WESTMINSTER BANK USA January 1987 - January 1991
Nat West 1987 - 1991
Education
Katharine Gibbs School 1986 — 1987
Nassau Community College 1983 — 1986
Northport High School 1981 — 1984
KATHARINE GIBBS SCHOOL
Nassau Community College
Fashion Merchandising / Liberal Studies
SANS Institute October 2011 - Present
The Greens at Half Hollow August 2012 - March 2013
CITIBANK N December 2009 - July 2010
BLUELINE SWIMMING POOL AND SPA SERVICES, INC January 2001 - January 2009
RENAISSANCE SOFTWARE, LLC / VERTEX INTERACTIVE, INC January 1995 - January 2001
Renaissance Software 1995 - 2001
SPEC 4 INTERNATIONAL, INC January 1991 - January 1995
Spec 4 International 1991 - 1995
NATIONAL WESTMINSTER BANK USA January 1987 - January 1991
Nat West 1987 - 1991
Education
Katharine Gibbs School 1986 — 1987
Nassau Community College 1983 — 1986
Northport High School 1981 — 1984
KATHARINE GIBBS SCHOOL
Nassau Community College
Fashion Merchandising / Liberal Studies
Mary Nolan Mary Nolan's National Westminster Bank USA Experience 1984 - 1986
Job business development at Caudaloso, LLC
Industry Executive Office
Experience
Caudaloso, LLC 2003 - Present
FamilyCare, Inc. 2013 - 2014
Oregon Legislature 2001 - 2013
AvroTec, Inc. 1993 - 2004
Portland Bureau of Environmental Services 1990 - 1993
Portland Bureau of Public Works Maintenance 1986 - 1990
National Westminster Bank USA 1984 - 1986
Skills
Contract Negotiation, Strategic Planning, Business Transformation, Financial Management, Health Insurance, Leadership Development, Staff Development, Regulatory Compliance, Technology Innovation, Building Coalitions, Small Business..., Health Policy, Construction Management, Environmental Compliance, Management, Leadership, Public Speaking, Policy, Government, Public Policy, Community Outreach, Community Development, Volunteer Management, Policy Analysis, Fundraising, Strategic Communications, Nonprofits
Education
Dartmouth College
Mathematics
Caudaloso, LLC 2003 - Present
FamilyCare, Inc. 2013 - 2014
Oregon Legislature 2001 - 2013
AvroTec, Inc. 1993 - 2004
Portland Bureau of Environmental Services 1990 - 1993
Portland Bureau of Public Works Maintenance 1986 - 1990
National Westminster Bank USA 1984 - 1986
Skills
Contract Negotiation, Strategic Planning, Business Transformation, Financial Management, Health Insurance, Leadership Development, Staff Development, Regulatory Compliance, Technology Innovation, Building Coalitions, Small Business..., Health Policy, Construction Management, Environmental Compliance, Management, Leadership, Public Speaking, Policy, Government, Public Policy, Community Outreach, Community Development, Volunteer Management, Policy Analysis, Fundraising, Strategic Communications, Nonprofits
Education
Dartmouth College
Mathematics
Jay P. Woldar Jay P. Woldar's National Westminster Bank USA Experience 1984 - 1988
Job SVP Lending Solutions Sales at Fiserv
Industry Financial Services
Experience
Fiserv August 2013 - Present
Fiserv February 2007 - August 2013
Klik Technologies 2003 - 2007
Citibank 2001 - 2003
ABN AMRO 1996 - 2001
EAB 1996 - 2001
The Bank of New York 1992 - 1996
The Chase Manhattan Bank 1988 - 1992
National Westminster Bank USA 1984 - 1988
Skills
Treasury Services, Public Speaking, Cash Management, New Business Development, Account Management, Sales Management
Education
Fordham Gabelli School of Business 1989 — 1991
MBA, Portfolio Management, International Finance
Colgate University 1980 — 1984
BA, Economics, History
Manhasset High School 1976 — 1980
Fiserv August 2013 - Present
Fiserv February 2007 - August 2013
Klik Technologies 2003 - 2007
Citibank 2001 - 2003
ABN AMRO 1996 - 2001
EAB 1996 - 2001
The Bank of New York 1992 - 1996
The Chase Manhattan Bank 1988 - 1992
National Westminster Bank USA 1984 - 1988
Skills
Treasury Services, Public Speaking, Cash Management, New Business Development, Account Management, Sales Management
Education
Fordham Gabelli School of Business 1989 — 1991
MBA, Portfolio Management, International Finance
Colgate University 1980 — 1984
BA, Economics, History
Manhasset High School 1976 — 1980
Jessalyn Peters's National Westminster Bank USA Experience 1980 - 1993
Job Capital Markets Senior Risk Associate at Federal Reserve Bank of New York
Industry Financial Services
Experience
Rabobank New York 2012 - 2014
Rabobank Mexico 2011 - 2011
Rabobank San Francisco 1993 - 2011
National Westminster Bank USA 1980 - 1993
Skills
Risk Management, Credit Risk, Financial Risk, Credit, Portfolio Management, Banking, Credit Analysis, Finance, Loans, Investment Banking, Emerging Markets, Financial Structuring, Commercial Banking, Management, Capital Markets, Corporate Finance, Operational Risk, Commercial Lending, Risk, Basel II, Risk Analysis, Auditing, Operational Risk..., Project Finance, Structuring, Debt, Risk Mitigation, Internal Audit, Compliance, Risk Assessment, credit administration, Financial Analysis, wholesale banking, Dodd-Frank, Loan Review
Education
Tulane University 1974 — 1978
B.A. Magna cum Laude, Political Science
Rabobank New York 2012 - 2014
Rabobank Mexico 2011 - 2011
Rabobank San Francisco 1993 - 2011
National Westminster Bank USA 1980 - 1993
Skills
Risk Management, Credit Risk, Financial Risk, Credit, Portfolio Management, Banking, Credit Analysis, Finance, Loans, Investment Banking, Emerging Markets, Financial Structuring, Commercial Banking, Management, Capital Markets, Corporate Finance, Operational Risk, Commercial Lending, Risk, Basel II, Risk Analysis, Auditing, Operational Risk..., Project Finance, Structuring, Debt, Risk Mitigation, Internal Audit, Compliance, Risk Assessment, credit administration, Financial Analysis, wholesale banking, Dodd-Frank, Loan Review
Education
Tulane University 1974 — 1978
B.A. Magna cum Laude, Political Science
Ken Sands Ken Sands's National Westminster Bank USA Experience 1983 - 1992
Job Managing Director at Fortress Investment Group
Industry Investment Management
Experience
Fortress Investment Group December 2002 - Present
Congress Financial 1992 - 2002
National Westminster Bank USA 1983 - 1992
Skills
Investment Banking, Valuation, Hedge Funds, Private Equity, Due Diligence, Capital Markets, Venture Capital
Education
New York University 1988 — 1990
Master of Business Administration (MBA), Finance, General
Boston University - School of Management 1979 — 1983
BSBA, Finance, General
Fortress Investment Group December 2002 - Present
Congress Financial 1992 - 2002
National Westminster Bank USA 1983 - 1992
Skills
Investment Banking, Valuation, Hedge Funds, Private Equity, Due Diligence, Capital Markets, Venture Capital
Education
New York University 1988 — 1990
Master of Business Administration (MBA), Finance, General
Boston University - School of Management 1979 — 1983
BSBA, Finance, General
Deborah Tompkins Deborah Tompkins's National Westminster Bank USA Experience September 1987 - March 1990
Job Computerized Office Assistant
Industry
Experience
Fleet Bank March 1990 - March 1997
National Westminster Bank USA September 1987 - March 1990
Hazeltine Corporation March 1985 - June 1987
Chemical Bank February 1984 - March 1985
Skills
QuarkXpress, Windows, Data Entry, Alpha Keystrokes..., Keyboarding (55wpm), Microsoft Word, Adobe Photoshop, PowerPoint, Microsoft Excel, Outlook, QuickBooks, Quicken, Microsoft Access, Accounting Fundamentals, Administrative Support, Lotus Notes, Policy, Accounting, Spreadsheets, Photoshop, Time Management, Access
Education
CDE Career Institute 2012 — 2013
Diploma, Computerized Office Assistant, 3.92
Hendricks Institute of Desktop Publishing 1995 — 1995
Certificates, Adobe Illustrator & Photoshop
Suffolk County Community College 1982 — 1983
General Studies & Fine Art
Fleet Bank March 1990 - March 1997
National Westminster Bank USA September 1987 - March 1990
Hazeltine Corporation March 1985 - June 1987
Chemical Bank February 1984 - March 1985
Skills
QuarkXpress, Windows, Data Entry, Alpha Keystrokes..., Keyboarding (55wpm), Microsoft Word, Adobe Photoshop, PowerPoint, Microsoft Excel, Outlook, QuickBooks, Quicken, Microsoft Access, Accounting Fundamentals, Administrative Support, Lotus Notes, Policy, Accounting, Spreadsheets, Photoshop, Time Management, Access
Education
CDE Career Institute 2012 — 2013
Diploma, Computerized Office Assistant, 3.92
Hendricks Institute of Desktop Publishing 1995 — 1995
Certificates, Adobe Illustrator & Photoshop
Suffolk County Community College 1982 — 1983
General Studies & Fine Art
Patricia Robins's National Westminster Bank USA Experience January 1992 - January 1994
Job SVP and Managing Director at Sterling National Bank
Industry Financial Services
Experience
Sterling National Bank January 2011 - Present
Morgan Stanley Smith Barney April 2010 - January 2011
Credit Suisse March 2004 - December 2008
Credit Suisse March 2002 - September 2004
Nomura Securities January 1996 - January 2002
DONALDSON, LUFKIN AND JENRETTE January 1995 - January 1996
National Westminster Bank USA January 1992 - January 1994
Middle Market Lending Department January 1989 - January 1990
FIRST NATIONAL BANK OF BOSTON January 1987 - January 1989
SMITH BARNEY HARRIS UPHAM January 1986 - January 1987
Skills
Credit, Credit Analysis, Banking, Loans, Portfolio Management, Credit Risk, Financial Risk, Mortgage Lending, Mortgage Banking, Commercial Banking, Finance, Fixed Income, Due Diligence, Commercial Mortgages, Real Estate, Risk Management, Capital Markets, Loan Origination, Financial Structuring, Structured Finance, Cash Management, Investments, Financial Services, Executive Management, Valuation, Securities, Commercial Lending, Equities
Education
National Westminster Bank Credit Training 1991 — 1992
Le Moyne College 1982 — 1986
BA, Finance
Sterling National Bank January 2011 - Present
Morgan Stanley Smith Barney April 2010 - January 2011
Credit Suisse March 2004 - December 2008
Credit Suisse March 2002 - September 2004
Nomura Securities January 1996 - January 2002
DONALDSON, LUFKIN AND JENRETTE January 1995 - January 1996
National Westminster Bank USA January 1992 - January 1994
Middle Market Lending Department January 1989 - January 1990
FIRST NATIONAL BANK OF BOSTON January 1987 - January 1989
SMITH BARNEY HARRIS UPHAM January 1986 - January 1987
Skills
Credit, Credit Analysis, Banking, Loans, Portfolio Management, Credit Risk, Financial Risk, Mortgage Lending, Mortgage Banking, Commercial Banking, Finance, Fixed Income, Due Diligence, Commercial Mortgages, Real Estate, Risk Management, Capital Markets, Loan Origination, Financial Structuring, Structured Finance, Cash Management, Investments, Financial Services, Executive Management, Valuation, Securities, Commercial Lending, Equities
Education
National Westminster Bank Credit Training 1991 — 1992
Le Moyne College 1982 — 1986
BA, Finance
Nina Ross Nina Ross's National Westminster Bank USA Experience November 1992 - May 1996
Job Managing Director at Societe General
Industry Banking
Experience
Societe Generale May 1996 - Present
National Westminster Bank USA November 1992 - May 1996
Commonwealth Bank of Australia June 1989 - November 1992
Credit Suisse September 1983 - June 1989
Skills
Credit Analysis, Corporate Finance, Loans, Structured Finance, Investment Banking, Credit, Financial Risk, Portfolio Management, Trading, Restructuring, Equities, Capital Markets, Fixed Income, Credit Risk, Derivatives, Financial Structuring, Hedge Funds, Leveraged Finance, Debt Restructuring
Education
Fordham University 1977 — 1981
Bachelors of Arts
Societe Generale May 1996 - Present
National Westminster Bank USA November 1992 - May 1996
Commonwealth Bank of Australia June 1989 - November 1992
Credit Suisse September 1983 - June 1989
Skills
Credit Analysis, Corporate Finance, Loans, Structured Finance, Investment Banking, Credit, Financial Risk, Portfolio Management, Trading, Restructuring, Equities, Capital Markets, Fixed Income, Credit Risk, Derivatives, Financial Structuring, Hedge Funds, Leveraged Finance, Debt Restructuring
Education
Fordham University 1977 — 1981
Bachelors of Arts
Andrew Roman Andrew Roman's National Westminster Bank USA Experience June 1979 - June 1988
Job Vice President at CNB Bank
Industry Banking
Experience
CNB Bank September 2011 - Present
FIDUCIARY FUNDAMENTALS, LLC October 2010 - September 2011
Comerica Bank & Trust, N.A. September 2004 - December 2009
Merrill Lynch Trust Company, FSB May 2000 - September 2004
The Bank of New York July 1988 - May 2000
National Westminster Bank, USA June 1979 - June 1988
Manufacturers Hanover Trust Company January 1973 - June 1979
Skills
Risk Management, Banking, Trusts, Wealth Management, Tax, Strategic Financial..., Management, Financial Planning, Administration, Accounting, Portfolio Management, CRM, Estate Planning, Investments, Financial Services, Asset Management, Financial Analysis, Investment Advisory, Investment Management, Financial Advisory, Asset Allocation, Trust Management, MBA, Mutual Funds, Securities, Brokerage, Finance, Private Banking, Investment Strategies, Retirement, Financial Markets, Retirement Planning, High Net Worth..., Alternative Investments, IRA's, Financial Risk, Equities, Fixed Income, Relationship Management, Trust Services
Education
Iona College 1974 — 1980
MBA, Taxation
City University of New York-Herbert H. Lehman College 1969 — 1974
BA, Accounting
New York State Bankers Association - Estate School
New York State Bankers Association - Tax School
New York State Bankers Association - Trust School
Ottinger Sales Resources Consultative Sales Training
School of Trust Sales & Marketing - University of Colorado
CNB Bank September 2011 - Present
FIDUCIARY FUNDAMENTALS, LLC October 2010 - September 2011
Comerica Bank & Trust, N.A. September 2004 - December 2009
Merrill Lynch Trust Company, FSB May 2000 - September 2004
The Bank of New York July 1988 - May 2000
National Westminster Bank, USA June 1979 - June 1988
Manufacturers Hanover Trust Company January 1973 - June 1979
Skills
Risk Management, Banking, Trusts, Wealth Management, Tax, Strategic Financial..., Management, Financial Planning, Administration, Accounting, Portfolio Management, CRM, Estate Planning, Investments, Financial Services, Asset Management, Financial Analysis, Investment Advisory, Investment Management, Financial Advisory, Asset Allocation, Trust Management, MBA, Mutual Funds, Securities, Brokerage, Finance, Private Banking, Investment Strategies, Retirement, Financial Markets, Retirement Planning, High Net Worth..., Alternative Investments, IRA's, Financial Risk, Equities, Fixed Income, Relationship Management, Trust Services
Education
Iona College 1974 — 1980
MBA, Taxation
City University of New York-Herbert H. Lehman College 1969 — 1974
BA, Accounting
New York State Bankers Association - Estate School
New York State Bankers Association - Tax School
New York State Bankers Association - Trust School
Ottinger Sales Resources Consultative Sales Training
School of Trust Sales & Marketing - University of Colorado
Paul Weissenberger Paul Weissenberger's National Westminster Bank USA Experience July 1987 - August 1993
Job SVP at U.S. Bank
Industry Banking
Experience
U.S. Bank November 2014 - Present
Brown Brothers Harriman April 2010 - October 2014
CIT Group Inc. June 2005 - June 2009
Scotia Capital August 1993 - June 2005
National Westminster Bank USA July 1987 - August 1993
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance
University at Albany, SUNY 1983 — 1987
BA, Economics
U.S. Bank November 2014 - Present
Brown Brothers Harriman April 2010 - October 2014
CIT Group Inc. June 2005 - June 2009
Scotia Capital August 1993 - June 2005
National Westminster Bank USA July 1987 - August 1993
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance
University at Albany, SUNY 1983 — 1987
BA, Economics
Elizabeth Tallmadge Elizabeth Tallmadge's National Westminster Bank USA Experience 1988 - 1995
Job Managing Director, Portfolio Management at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey August 2011 - Present
Breed Mason LLC April 2011 - September 2011
UNICREDITGROUP GROUP July 2005 - October 2010
HVB Credit Advisors/Unicreditgroup May 2001 - July 2005
JP Morgan January 2000 - May 2001
Moody's Investors Service September 1997 - January 2000
Deutsche Bank January 1995 - September 1997
National Westminster Bank USA 1988 - 1995
Skills
Portfolio Management, Derivatives, Credit Risk, Finance, Financial Risk, Structured Finance, Asset Management, Credit Analysis, Investment Banking, Banking, Leveraged Finance, Investments, Alternative Investments, Credit, Risk Management, Bonds, Loans, Capital Markets, Securities, Financial Structuring
Education
Mount Holyoke College
B.A, Political Science
New York University
Leonard H. Stern School of Business, International Finance
New York University - Leonard N. Stern School of Business
International Finance
SunTrust Robinson Humphrey August 2011 - Present
Breed Mason LLC April 2011 - September 2011
UNICREDITGROUP GROUP July 2005 - October 2010
HVB Credit Advisors/Unicreditgroup May 2001 - July 2005
JP Morgan January 2000 - May 2001
Moody's Investors Service September 1997 - January 2000
Deutsche Bank January 1995 - September 1997
National Westminster Bank USA 1988 - 1995
Skills
Portfolio Management, Derivatives, Credit Risk, Finance, Financial Risk, Structured Finance, Asset Management, Credit Analysis, Investment Banking, Banking, Leveraged Finance, Investments, Alternative Investments, Credit, Risk Management, Bonds, Loans, Capital Markets, Securities, Financial Structuring
Education
Mount Holyoke College
B.A, Political Science
New York University
Leonard H. Stern School of Business, International Finance
New York University - Leonard N. Stern School of Business
International Finance
Greg Ferrone Greg Ferrone's National Westminster Bank USA Experience 1978 - 1985
Job Managing Director at Financial Technology Partners, Inc.
Industry Management Consulting
Experience
Financial Technology Partners, Inc. March 1999 - Present
BPD Bank March 2000 - March 2008
Arc Partners September 1997 - March 1999
ACI 1990 - 1997
RAV Communications April 1985 - March 1990
National Westminster Bank USA 1978 - 1985
Security Pacific International Bank April 1974 - April 1978
Skills
Banking, Risk Management, Due Diligence, Electronic Payments, SWIFT messaging, Expert Witness, Financial Institutions, AML, Financial Risk, Operational Risk..., Trade Finance, Payments, Capital Markets, KYC
Education
Rensselaer Polytechnic Institute 1968 — 1972
B.S.
Financial Technology Partners, Inc. March 1999 - Present
BPD Bank March 2000 - March 2008
Arc Partners September 1997 - March 1999
ACI 1990 - 1997
RAV Communications April 1985 - March 1990
National Westminster Bank USA 1978 - 1985
Security Pacific International Bank April 1974 - April 1978
Skills
Banking, Risk Management, Due Diligence, Electronic Payments, SWIFT messaging, Expert Witness, Financial Institutions, AML, Financial Risk, Operational Risk..., Trade Finance, Payments, Capital Markets, KYC
Education
Rensselaer Polytechnic Institute 1968 — 1972
B.S.
Louise LaPlant Louise LaPlant's National Westminster Bank USA Experience 1978 - 1990
Job Independent Computer Software Professional at LaPlant
Industry Hospital & Health Care
Experience
LaPlant July 2010 - Present
Blue Cross Blue Shield of NC November 2005 - January 2010
Keane, Inc May 2004 - November 2005
Shark Technology January 2003 - February 2004
Superior Consultant Company November 1998 - April 2002
WakeMed January 1996 - January 1998
Cooper Industries January 1995 - January 1996
Computer Intelligence, Inc January 1994 - January 1995
Times Printing January 1992 - January 1994
National Westminster Bank - USA 1978 - 1990
Skills
Integration, Unix, Testing, Process Improvement, COBOL, Program Management, JCL, Mainframe, CICS, Operating Systems, IBM Mainframe, SDLC, Enterprise Architecture, Software Implementation, Requirements Analysis
Education
Long Island University
Bachelor of Arts, Management
State University of New York
AAS, Data Processing
LaPlant July 2010 - Present
Blue Cross Blue Shield of NC November 2005 - January 2010
Keane, Inc May 2004 - November 2005
Shark Technology January 2003 - February 2004
Superior Consultant Company November 1998 - April 2002
WakeMed January 1996 - January 1998
Cooper Industries January 1995 - January 1996
Computer Intelligence, Inc January 1994 - January 1995
Times Printing January 1992 - January 1994
National Westminster Bank - USA 1978 - 1990
Skills
Integration, Unix, Testing, Process Improvement, COBOL, Program Management, JCL, Mainframe, CICS, Operating Systems, IBM Mainframe, SDLC, Enterprise Architecture, Software Implementation, Requirements Analysis
Education
Long Island University
Bachelor of Arts, Management
State University of New York
AAS, Data Processing
Scott Cassie Scott Cassie's National Westminster Bank USA Experience June 1982 - September 1986
Job VP Global Stategic Account Management Program at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's January 2015 - Present
Standard & Poor's January 2011 - December 2014
Standard & Poor's January 2006 - December 2010
Standard & Poor's January 2004 - December 2006
Standard & Poor's January 2001 - December 2003
Standard & Poor's January 1998 - December 2000
Standard & Poor's February 1996 - December 1997
Loan Pricing Corporation 1993 - 1995
The Bank of New York September 1986 - June 1993
National Westminster Bank USA June 1982 - September 1986
Skills
Business Strategy, Structured Finance, Credit, New Business Development, Management, Leadership, Executive Management, Loans, CRM, Sales, Marketing Strategy, Marketing, Project Finance, Strategy
Education
New York University - Leonard N. Stern School of Business 1986 — 1991
MBA, Finance
Trinity College-Hartford 1978 — 1982
B.A., History
Standard & Poor's January 2015 - Present
Standard & Poor's January 2011 - December 2014
Standard & Poor's January 2006 - December 2010
Standard & Poor's January 2004 - December 2006
Standard & Poor's January 2001 - December 2003
Standard & Poor's January 1998 - December 2000
Standard & Poor's February 1996 - December 1997
Loan Pricing Corporation 1993 - 1995
The Bank of New York September 1986 - June 1993
National Westminster Bank USA June 1982 - September 1986
Skills
Business Strategy, Structured Finance, Credit, New Business Development, Management, Leadership, Executive Management, Loans, CRM, Sales, Marketing Strategy, Marketing, Project Finance, Strategy
Education
New York University - Leonard N. Stern School of Business 1986 — 1991
MBA, Finance
Trinity College-Hartford 1978 — 1982
B.A., History
Heidi Widom's National Westminster Bank USA Experience November 1987 - May 1989
Job Cash Management Consultant at JP Morgan Chase Bank
Industry Banking
Experience
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
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
Alexis Thomas Alexis Thomas's National Westminster Bank USA Experience 1988 - 1993
Job Senior Manager Financial Services | Organizational Leadership | Transaction Management | NonProfit Administration
Industry Investment Banking
Experience
The Williams Capital Group 2002 - Present
Blaylock & Partners 1997 - 2002
WR Lazard, Laidlaw & Luther, Inc. 1994 - 1997
National Westminster Bank, USA 1988 - 1993
Skills
Deal Management, Sales Management, Relationship Management, Profitability Focus, Forward Thinking, Non-profit..., Non-profit Leadership, Non-profit Board..., Financial Management, Project Management, Fundraising, Business Development, Fixed Income, Capital Markets, Strategic Planning, Leveraging Strategic..., Staff Management, Investment Banking, Money Market, Asset Management, Team Building
Education
Columbia University in the City of New York 1976 — 1978
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania
Master's Degree, City Planning
Morgan State University
Bachelor's Degree, Urban Planning and Economics
The Williams Capital Group 2002 - Present
Blaylock & Partners 1997 - 2002
WR Lazard, Laidlaw & Luther, Inc. 1994 - 1997
National Westminster Bank, USA 1988 - 1993
Skills
Deal Management, Sales Management, Relationship Management, Profitability Focus, Forward Thinking, Non-profit..., Non-profit Leadership, Non-profit Board..., Financial Management, Project Management, Fundraising, Business Development, Fixed Income, Capital Markets, Strategic Planning, Leveraging Strategic..., Staff Management, Investment Banking, Money Market, Asset Management, Team Building
Education
Columbia University in the City of New York 1976 — 1978
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania
Master's Degree, City Planning
Morgan State University
Bachelor's Degree, Urban Planning and Economics
Eric Cooperstein Eric Cooperstein's National Westminster Bank USA Experience 1985 - 1987
Job Ethics Consulting and Representation
Industry Law Practice
Experience
Law Office of Eric T. Cooperstein, PLLC November 2006 - Present
Lawyerist Media, LLC 2008 - 2011
Complex Settlements, P.C. April 2001 - February 2008
Minnesota Office of Lawyers Professional Responsibility October 1995 - April 2001
William Mitchell College of Law 1995 - 2001
Minnesota Justice Foundation 1991 - 1996
Legal Aid Society of Minneapolis 1990 - 1995
Mansfield, Tanick & Cohen, P.A. 1990 - 1992
National Westminster Bank, USA 1985 - 1987
Skills
Legal Writing, Litigation, Appeals, Legal Ethics, Legal Advice, Public Speaking, Civil Litigation, Law Practice Management
Education
University of Minnesota Law School 1987 — 1990
J.D.
Hamilton College 1981 — 1985
B.A. magna cum laude, Government
Law Office of Eric T. Cooperstein, PLLC November 2006 - Present
Lawyerist Media, LLC 2008 - 2011
Complex Settlements, P.C. April 2001 - February 2008
Minnesota Office of Lawyers Professional Responsibility October 1995 - April 2001
William Mitchell College of Law 1995 - 2001
Minnesota Justice Foundation 1991 - 1996
Legal Aid Society of Minneapolis 1990 - 1995
Mansfield, Tanick & Cohen, P.A. 1990 - 1992
National Westminster Bank, USA 1985 - 1987
Skills
Legal Writing, Litigation, Appeals, Legal Ethics, Legal Advice, Public Speaking, Civil Litigation, Law Practice Management
Education
University of Minnesota Law School 1987 — 1990
J.D.
Hamilton College 1981 — 1985
B.A. magna cum laude, Government
Philip Theoharides's National Westminster Bank USA Experience July 1986 - July 1988
Job Senior Vice President at Antares Capital, LP
Industry Financial Services
Experience
Antares Capital, LP August 2015 - Present
GE Capital June 2009 - Present
TPG Credit Management July 2007 - June 2009
Katonah Debt Advisors March 2006 - July 2007
August Christian Capital Advisors LLC October 2003 - March 2006
Katonah Capital May 2002 - October 2003
GE Capital September 1996 - May 2002
Capital Markets Assurance Corporation February 1990 - September 1996
Chemical Bank October 1988 - February 1990
National Westminster Bank USA July 1986 - July 1988
Skills
Structured Finance, Portfolio Management, Asset Managment, Asset Management, Valuation, Investments, Mergers & Acquisitions, Hedge Funds, Credit, Equities, Private Equity, Financial Structuring, Capital Markets, Securities, Structured Products, Mergers, Trading, Securitization, Fixed Income, Downhill Skiing
Education
Skidmore College 1982 — 1986
BS Accounting, Business and Accounting
High School
Antares Capital, LP August 2015 - Present
GE Capital June 2009 - Present
TPG Credit Management July 2007 - June 2009
Katonah Debt Advisors March 2006 - July 2007
August Christian Capital Advisors LLC October 2003 - March 2006
Katonah Capital May 2002 - October 2003
GE Capital September 1996 - May 2002
Capital Markets Assurance Corporation February 1990 - September 1996
Chemical Bank October 1988 - February 1990
National Westminster Bank USA July 1986 - July 1988
Skills
Structured Finance, Portfolio Management, Asset Managment, Asset Management, Valuation, Investments, Mergers & Acquisitions, Hedge Funds, Credit, Equities, Private Equity, Financial Structuring, Capital Markets, Securities, Structured Products, Mergers, Trading, Securitization, Fixed Income, Downhill Skiing
Education
Skidmore College 1982 — 1986
BS Accounting, Business and Accounting
High School
Tom Kershis Tom Kershis's National Westminster Bank USA Experience 1979 - 1992
Job Senior Account Executive
Industry Management Consulting
Experience
DJJ Technologies, Inc. October 2014 - Present
The Ocean Club, Inc April 2004 - Present
Community National Bank September 2013 - August 2014
Consolidated Technologies, Inc. January 2011 - September 2013
Lucent Technologies/DJJ Technologies May 1996 - December 2009
MTB Bank 1992 - 1996
National Westminster Bank USA 1979 - 1992
Skills
Marketing Strategy, Management, Account Management, New Business Development, Operations Management, Professional Services, Marketing, Sales, Banking, Sales Operations, VoIP, Business Planning, Unified Communications, Managed Services, Solution Selling, Direct Sales, Product Management, Credit, Cold Calling, Leadership, Selling, Customer Satisfaction, Contract Negotiation, Telecommunications, Financial Reporting, Finance, Avaya
Education
Long Island University, C.W. Post Campus 1984 — 1988
MBA, Management
DJJ Technologies, Inc. October 2014 - Present
The Ocean Club, Inc April 2004 - Present
Community National Bank September 2013 - August 2014
Consolidated Technologies, Inc. January 2011 - September 2013
Lucent Technologies/DJJ Technologies May 1996 - December 2009
MTB Bank 1992 - 1996
National Westminster Bank USA 1979 - 1992
Skills
Marketing Strategy, Management, Account Management, New Business Development, Operations Management, Professional Services, Marketing, Sales, Banking, Sales Operations, VoIP, Business Planning, Unified Communications, Managed Services, Solution Selling, Direct Sales, Product Management, Credit, Cold Calling, Leadership, Selling, Customer Satisfaction, Contract Negotiation, Telecommunications, Financial Reporting, Finance, Avaya
Education
Long Island University, C.W. Post Campus 1984 — 1988
MBA, Management
Robert Stuck Robert Stuck's National Westminster Bank USA Experience 1976 - 1997
Job Licensed Salesperson at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage Owner / ManagerChristopher Street SalonOctober 1996 - August 2003
NatWest Bank 1976 - 1998
Bank of America 1976 - 1998
Fleet Bank 1976 - 1998
National Bank of North America 1976 - 1997
National Westminster Bank USA 1976 - 1997
NatWest USA 1976 - 1997
Education
Long Island University
Business
Nassau Community College
Banking and Real Estate
Coldwell Banker Residential Brokerage Owner / ManagerChristopher Street SalonOctober 1996 - August 2003
NatWest Bank 1976 - 1998
Bank of America 1976 - 1998
Fleet Bank 1976 - 1998
National Bank of North America 1976 - 1997
National Westminster Bank USA 1976 - 1997
NatWest USA 1976 - 1997
Education
Long Island University
Business
Nassau Community College
Banking and Real Estate
Chris Weihs Chris Weihs's National Westminster Bank USA Experience June 1985 - January 1996
Job Experienced Fixed Income Portfolio Manager
Industry Insurance
Experience
Swiss Re July 1997 - July 2015
Fleet Bank (acquired National Westminster Bank) January 1996 - July 1997
National Westminster Bank USA June 1985 - January 1996
Skills
Fixed Income, Portfolio Management, Trading, Management
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
Master of Business Administration (MBA), Finance, General
Colgate University 1981 — 1985
Bachelor of Arts (B.A.), Mathematical Economics
Swiss Re July 1997 - July 2015
Fleet Bank (acquired National Westminster Bank) January 1996 - July 1997
National Westminster Bank USA June 1985 - January 1996
Skills
Fixed Income, Portfolio Management, Trading, Management
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
Master of Business Administration (MBA), Finance, General
Colgate University 1981 — 1985
Bachelor of Arts (B.A.), Mathematical Economics
James Jordan James Jordan's National Westminster Bank USA Experience March 1978 - March 1989
Job First Vice President at Israel Discount Bank of New York
Industry Financial Services
Experience
Israel Discount Bank of New York April 2005 - Present
Summit Business Capital June 2001 - March 2005
Fleet Capital June 2000 - March 2005
Bank of America Business Capital April 1998 - March 2005
Fleet Bank April 1998 - March 2005
PNC Financial Services Group March 1989 - April 1998
MidLantic Bank March 1989 - 1996
National Westminster Bank USA March 1978 - March 1989
Troster, Singer & Company June 1971 - August 1977
Skills
Asset Based Lending, Cash Flow, Structuring, Commercial Lending, Middle Market, Financial Structuring, Loans, Finance, Portfolio Management, Workout, Structured Finance, Mergers, Mergers & Acquisitions, Cash Flow Lending, Credit, Syndications, Financial Analysis, Small Business Lending, Credit Risk, Corporate Finance, Commercial Mortgages, Banking, Financial Risk, Credit Analysis, Commercial Banking, Financial Services, Underwriting, Capital Markets, Cash Management, Lines Of Credit, Treasury Management, Funding, Private Banking, Loan Origination, Trade Finance, Private Equity, Investment Banking, Due Diligence, Restructuring, Factoring, Leveraged Finance, Letters of Credit, AML, Operational Risk
Education
City University of New York-Brooklyn College 1973 — 1976
BA
Nazareth Regional High School 1968 — 1972
Israel Discount Bank of New York April 2005 - Present
Summit Business Capital June 2001 - March 2005
Fleet Capital June 2000 - March 2005
Bank of America Business Capital April 1998 - March 2005
Fleet Bank April 1998 - March 2005
PNC Financial Services Group March 1989 - April 1998
MidLantic Bank March 1989 - 1996
National Westminster Bank USA March 1978 - March 1989
Troster, Singer & Company June 1971 - August 1977
Skills
Asset Based Lending, Cash Flow, Structuring, Commercial Lending, Middle Market, Financial Structuring, Loans, Finance, Portfolio Management, Workout, Structured Finance, Mergers, Mergers & Acquisitions, Cash Flow Lending, Credit, Syndications, Financial Analysis, Small Business Lending, Credit Risk, Corporate Finance, Commercial Mortgages, Banking, Financial Risk, Credit Analysis, Commercial Banking, Financial Services, Underwriting, Capital Markets, Cash Management, Lines Of Credit, Treasury Management, Funding, Private Banking, Loan Origination, Trade Finance, Private Equity, Investment Banking, Due Diligence, Restructuring, Factoring, Leveraged Finance, Letters of Credit, AML, Operational Risk
Education
City University of New York-Brooklyn College 1973 — 1976
BA
Nazareth Regional High School 1968 — 1972
Kevin McQueen Kevin McQueen's National Westminster Bank USA Experience January 1980 - January 1982
Job
Industry Management Consulting
Experience
Milano School of International Affairs, Management and Urban Policy, The New School February 2011 - Present
BWB Solutions, LLC January 2001 - Present
New Columbia Capital Advisors January 1994 - January 2001
NCB Capital Impact January 1988 - January 1994
National Congress for Community Economic Development January 1985 - January 1988
Citibank January 1982 - January 1985
National Westminster Bank USA January 1980 - January 1982
Skills
Community Development, Nonprofits, Entrepreneurship, Strategic Planning, Management Consulting, Organizational..., Economic Development, Non-profits, Management, Fundraising, Proposal Writing, Finance, Philanthropy, Public Policy, Policy Analysis, Due Diligence, Sustainability, Grants, Public/private..., Community Organizing, Venture Capital, Research, Social Entrepreneurship, Board Development, Affordable Housing, Marketing, Workshop Facilitation, Program Evaluation, Financial Modeling, Business Development, Real Estate, Consulting, Social Enterprise, Analysis, Project Planning, Community Engagement, Teaching, Corporate Social..., Underwriting, Project Design, Market Planning
Education
Brown University 1976 — 1980
A.B, Ethics and Political Philosophy
Milano School of International Affairs, Management and Urban Policy, The New School February 2011 - Present
BWB Solutions, LLC January 2001 - Present
New Columbia Capital Advisors January 1994 - January 2001
NCB Capital Impact January 1988 - January 1994
National Congress for Community Economic Development January 1985 - January 1988
Citibank January 1982 - January 1985
National Westminster Bank USA January 1980 - January 1982
Skills
Community Development, Nonprofits, Entrepreneurship, Strategic Planning, Management Consulting, Organizational..., Economic Development, Non-profits, Management, Fundraising, Proposal Writing, Finance, Philanthropy, Public Policy, Policy Analysis, Due Diligence, Sustainability, Grants, Public/private..., Community Organizing, Venture Capital, Research, Social Entrepreneurship, Board Development, Affordable Housing, Marketing, Workshop Facilitation, Program Evaluation, Financial Modeling, Business Development, Real Estate, Consulting, Social Enterprise, Analysis, Project Planning, Community Engagement, Teaching, Corporate Social..., Underwriting, Project Design, Market Planning
Education
Brown University 1976 — 1980
A.B, Ethics and Political Philosophy
Yolanda Van de Krol Yolanda Van de Krol's National Westminster Bank USA Experience 1983 - 1987
Job VP, HealthCare Practice Lending at Citizens Bank
Industry Financial Services
Experience
Citizens Bank August 2015 - Present
Customers Bank January 2014 - August 2015
Citizens Bank August 2011 - January 2014
Wells Fargo Bank 2010 - August 2011
Self Employed November 2000 - November 2010
Dreyfus Investments 1999 - 2000
Mellon Bank 1996 - 1999
Devon Capital Management 1994 - 1996
Citibank 1988 - 1992
National Westminster Bank USA 1983 - 1987
Skills
Strategic Planning, Leadership, Training, Business Development, Budgets, Project Management, Credit, Time Management, Data Analysis, Sales, Teamwork, Financial Analysis, Loans, Small Business, Management, Credit Analysis, Financial Services, Finance, Portfolio Management, Banking
Education
University of Delaware 1992 — 1994
M.A., Winterthur Program in Early American Culture
Hamilton College 1979 — 1983
B.A.
Citizens Bank August 2015 - Present
Customers Bank January 2014 - August 2015
Citizens Bank August 2011 - January 2014
Wells Fargo Bank 2010 - August 2011
Self Employed November 2000 - November 2010
Dreyfus Investments 1999 - 2000
Mellon Bank 1996 - 1999
Devon Capital Management 1994 - 1996
Citibank 1988 - 1992
National Westminster Bank USA 1983 - 1987
Skills
Strategic Planning, Leadership, Training, Business Development, Budgets, Project Management, Credit, Time Management, Data Analysis, Sales, Teamwork, Financial Analysis, Loans, Small Business, Management, Credit Analysis, Financial Services, Finance, Portfolio Management, Banking
Education
University of Delaware 1992 — 1994
M.A., Winterthur Program in Early American Culture
Hamilton College 1979 — 1983
B.A.
James D. Cain James D. Cain's National Westminster Bank USA Experience April 1994 - August 1994
Job Chair, English Department at Golden Gate University
Industry Higher Education
Experience
Golden Gate University August 2010 - Present
Massachusetts Institute of Technology July 1998 - June 2007
Columbia University September 1994 - April 1998
National Westminster Bank, USA April 1994 - August 1994
Chemical Bank January 1990 - September 1993
Skills
Curriculum Design, Higher Education, University Teaching, Instructional Design, E-Learning, Faculty Development, Literature, Rhetoric, Liberal Arts, Humanities, Business Writing, Marketing, Academic Advising, University..., Data Analysis, Data Modeling, Teaching Writing, Classroom, Courses, Academia, College Teaching, Teaching, Research, Editing, Public Speaking, Nonprofits, Qualitative Research
Education
Columbia University in the City of New York 1993 — 1999
Ph.D., English & Comparative Literature
Columbia University in the City of New York 1992 — 1993
M.A., English and Comparative Literature
Princeton University 1981 — 1985
A.B., Comparative Literature
Golden Gate University August 2010 - Present
Massachusetts Institute of Technology July 1998 - June 2007
Columbia University September 1994 - April 1998
National Westminster Bank, USA April 1994 - August 1994
Chemical Bank January 1990 - September 1993
Skills
Curriculum Design, Higher Education, University Teaching, Instructional Design, E-Learning, Faculty Development, Literature, Rhetoric, Liberal Arts, Humanities, Business Writing, Marketing, Academic Advising, University..., Data Analysis, Data Modeling, Teaching Writing, Classroom, Courses, Academia, College Teaching, Teaching, Research, Editing, Public Speaking, Nonprofits, Qualitative Research
Education
Columbia University in the City of New York 1993 — 1999
Ph.D., English & Comparative Literature
Columbia University in the City of New York 1992 — 1993
M.A., English and Comparative Literature
Princeton University 1981 — 1985
A.B., Comparative Literature
Ed McNally Ed McNally's National Westminster Bank USA Experience February 1974 - April 1991
Job Financial Services Consultant at edelta
Industry Management Consulting
Experience
eDelta Consulting March 2011 - Present
Windham Partners LLC 1991 - 2014
Grammer and Co. 1991 - 2012
National Westminster Bank USA February 1974 - April 1991
Central Penn National Bank January 1972 - January 1974
The Philadelphia National Bank January 1965 - January 1972
Skills
Managment Consulting, Mentoring, Coaching, Strategic Planning, Marketing Strategy, Market Research, Policy, Asset Based Lending, Management Consulting, Credit, Factoring, Portfolio Management, Commercial Lending, Commercial Banking, Banking, Credit Risk, Entrepreneurship, Analysis, Loans, Executive Management, Process Improvement, Mergers & Acquisitions, Financial Services, Training, Finance, Management, Auditing, Business Development, Financial Institutions, Small Business, Accounting, Strategy, Financial Analysis, Restructuring, Risk Management, Consulting, Managerial Finance, Business Planning, Change Management, Business Strategy, Internal Audit, Financial Modeling, Due Diligence, Financial Risk, Enterprise Risk..., Business Analysis, Capital Markets, Governance, Business Process..., Operational Risk...
Education
University of Pennsylvania, Wharton Evening School 1965 — 1968
Business
Lafayette College 1961 — 1965
A.B., English, Comparative Literature, History, Government & Politics
Red Hook, NY High School 1957 — 1958
English, Algebra, History, Biology
eDelta Consulting March 2011 - Present
Windham Partners LLC 1991 - 2014
Grammer and Co. 1991 - 2012
National Westminster Bank USA February 1974 - April 1991
Central Penn National Bank January 1972 - January 1974
The Philadelphia National Bank January 1965 - January 1972
Skills
Managment Consulting, Mentoring, Coaching, Strategic Planning, Marketing Strategy, Market Research, Policy, Asset Based Lending, Management Consulting, Credit, Factoring, Portfolio Management, Commercial Lending, Commercial Banking, Banking, Credit Risk, Entrepreneurship, Analysis, Loans, Executive Management, Process Improvement, Mergers & Acquisitions, Financial Services, Training, Finance, Management, Auditing, Business Development, Financial Institutions, Small Business, Accounting, Strategy, Financial Analysis, Restructuring, Risk Management, Consulting, Managerial Finance, Business Planning, Change Management, Business Strategy, Internal Audit, Financial Modeling, Due Diligence, Financial Risk, Enterprise Risk..., Business Analysis, Capital Markets, Governance, Business Process..., Operational Risk...
Education
University of Pennsylvania, Wharton Evening School 1965 — 1968
Business
Lafayette College 1961 — 1965
A.B., English, Comparative Literature, History, Government & Politics
Red Hook, NY High School 1957 — 1958
English, Algebra, History, Biology
Jamie Telegadis Jamie Telegadis's National Westminster Bank USA Experience February 1979 - December 1985
Job Mgmt Development Consultant, JTA
Industry Human Resources
Experience
JTA Consulting Inc. January 1986 - Present
National Westminster Bank USA February 1979 - December 1985
National BAnk of NA/NatWest 1979 - 1985
Skills
MBTI, Executive Coaching, Leadership Development, Coaching, Team Building, Performance Improvement, Conflict Dynamics..., Becoming Conflict..., Management Development, Group Dynamics, Succession Planning, 360 Feedback, Personal Development, Training, Management, Workforce Planning, Leadership, Program Management, Talent Management, Human Resources, Executive Development, Organizational..., Career Development, Workshop Facilitation, Organizational Design, Change Management, Management Consulting, Emotional Intelligence, Performance Management, Culture Change, Employee Engagement, Organizational...
Education
Eckerd College 2010 — 2010
Conflict Dynamics Profile Certification, Becoming Conflict Competent, Workplace Mediation
New York University
Executive Coaching Certificate
Adelphi University 1980 — 1983
MBA, Organizational Behavior
State University of New York College at Oneonta
BA, Education, Speech Theater, English
JTA Consulting Inc. January 1986 - Present
National Westminster Bank USA February 1979 - December 1985
National BAnk of NA/NatWest 1979 - 1985
Skills
MBTI, Executive Coaching, Leadership Development, Coaching, Team Building, Performance Improvement, Conflict Dynamics..., Becoming Conflict..., Management Development, Group Dynamics, Succession Planning, 360 Feedback, Personal Development, Training, Management, Workforce Planning, Leadership, Program Management, Talent Management, Human Resources, Executive Development, Organizational..., Career Development, Workshop Facilitation, Organizational Design, Change Management, Management Consulting, Emotional Intelligence, Performance Management, Culture Change, Employee Engagement, Organizational...
Education
Eckerd College 2010 — 2010
Conflict Dynamics Profile Certification, Becoming Conflict Competent, Workplace Mediation
New York University
Executive Coaching Certificate
Adelphi University 1980 — 1983
MBA, Organizational Behavior
State University of New York College at Oneonta
BA, Education, Speech Theater, English
Ed Cavaliere Ed Cavaliere's National Westminster Bank USA Experience 1978 - 1999
Job Retail Merchandiser
Industry Fund-Raising
Experience
Acosta Sales & Marketing March 2014 - Present
Eds PDA N More 1999 - Present
AVON 1990 - Present
SouthTrust Bank 1994 - 2001
National Westminster Bank USA 1978 - 1999
Skills
Training, Sales, Fundraising, Sales Management, Social Media, Marketing Strategy, Event Planning, Leadership, New Business Development, Social Media Marketing, Event Management, Small Business, Public Relations, Customer Service, Marketing Communications, Marketing, Financial Analysis, Management, Banking, Business Development, Social Networking, Budgets, Advertising, Team Building, Operations Management, Human Resources, Coaching, Consulting, Online Marketing, Retail, Public Speaking, Contract Negotiation, Web Development, Logistics, Credit, Microsoft Word, HTML, Recruiting, Customer Satisfaction, Program Management
Education
Adelphi University 1985 — 1989
BS, Management/Marketing
Acosta Sales & Marketing March 2014 - Present
Eds PDA N More 1999 - Present
AVON 1990 - Present
SouthTrust Bank 1994 - 2001
National Westminster Bank USA 1978 - 1999
Skills
Training, Sales, Fundraising, Sales Management, Social Media, Marketing Strategy, Event Planning, Leadership, New Business Development, Social Media Marketing, Event Management, Small Business, Public Relations, Customer Service, Marketing Communications, Marketing, Financial Analysis, Management, Banking, Business Development, Social Networking, Budgets, Advertising, Team Building, Operations Management, Human Resources, Coaching, Consulting, Online Marketing, Retail, Public Speaking, Contract Negotiation, Web Development, Logistics, Credit, Microsoft Word, HTML, Recruiting, Customer Satisfaction, Program Management
Education
Adelphi University 1985 — 1989
BS, Management/Marketing
Nicola Pugliese's National Westminster Bank USA Experience 1986 - 1991
Job Career and Professional Development Coach, Harvard Business School
Industry Professional Training & Coaching
Experience
Harvard Business School October 2012 - Present
Oxford Strategic Marketing June 2010 - June 2014
The Gillette Company September 1993 - January 2009
Johnson and Johnson, Consumer Products Inc 1992 - 1992
National Westminster Bank USA 1986 - 1991
Skills
Customer Insight, Consumer Products, Marketing, Segmentation, Marketing Management, Brand Architecture, Brand Management, Cross-functional Team..., Strategy, Consumer Behaviour, Marketing Research, Corporate Communications, Market Research, Shopper Marketing, Marketing Strategy, FMCG, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Marketing
Lehigh University 1983 — 1986
Bachelor of Arts, Political Science and German
The American School in London 1970 — 1982
High School Diploma
Harvard Business School October 2012 - Present
Oxford Strategic Marketing June 2010 - June 2014
The Gillette Company September 1993 - January 2009
Johnson and Johnson, Consumer Products Inc 1992 - 1992
National Westminster Bank USA 1986 - 1991
Skills
Customer Insight, Consumer Products, Marketing, Segmentation, Marketing Management, Brand Architecture, Brand Management, Cross-functional Team..., Strategy, Consumer Behaviour, Marketing Research, Corporate Communications, Market Research, Shopper Marketing, Marketing Strategy, FMCG, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Marketing
Lehigh University 1983 — 1986
Bachelor of Arts, Political Science and German
The American School in London 1970 — 1982
High School Diploma
Mark Bishop's National Westminster Bank USA Experience 1984 - 1986
Job Managing Director at Aldwych Capital Partners
Industry Investment Banking
Experience
Aldwych Capital Partners February 2015 - Present
INTL FCStone Securities, Inc. September 2010 - Present
Provident Group 1998 - September 2010
Salomon Brothers, Inc November 1988 - December 1998
Merchant Bankers Asociados 1996 - 1997
Bankers Trust 1986 - 1987
National Westminster Bank USA 1984 - 1986
Skills
Agribusiness, Frontier Markets, Emerging Markets, Private Equity, Investment Banking, Water Resources, Farms, Logistics, Energy Services, Irrigation, Transportation/Logistics, Corporate Finance, Financial Services, Sustainability, Commodity, Joint Ventures, Financial Structuring, Trading, Mining, Venture Capital, M&A experience, Equities, Fixed Income, Investments, Energy, Capital Markets, Hedge Funds, Asset Management, Due Diligence, Commodity Finance, Upstream Energy, Specialized..., Mergers & Acquisitions, Structured Finance, Alternative Investments, Private Placements, Project Finance, Power Generation
Education
Brown University 1980 — 1984
B.A., European History, German Language Minor
Universität Rostock 1982 — 1982
Internationaler Hochschulferienkurs, Germanistik
Aldwych Capital Partners February 2015 - Present
INTL FCStone Securities, Inc. September 2010 - Present
Provident Group 1998 - September 2010
Salomon Brothers, Inc November 1988 - December 1998
Merchant Bankers Asociados 1996 - 1997
Bankers Trust 1986 - 1987
National Westminster Bank USA 1984 - 1986
Skills
Agribusiness, Frontier Markets, Emerging Markets, Private Equity, Investment Banking, Water Resources, Farms, Logistics, Energy Services, Irrigation, Transportation/Logistics, Corporate Finance, Financial Services, Sustainability, Commodity, Joint Ventures, Financial Structuring, Trading, Mining, Venture Capital, M&A experience, Equities, Fixed Income, Investments, Energy, Capital Markets, Hedge Funds, Asset Management, Due Diligence, Commodity Finance, Upstream Energy, Specialized..., Mergers & Acquisitions, Structured Finance, Alternative Investments, Private Placements, Project Finance, Power Generation
Education
Brown University 1980 — 1984
B.A., European History, German Language Minor
Universität Rostock 1982 — 1982
Internationaler Hochschulferienkurs, Germanistik
John McNair's National Westminster Bank USA Experience March 1990 - January 1993
Job Compensation Consultant at Pinnacle West Capital Corporation
Industry Human Resources
Experience
Pinnacle West Capital Corp/Arizona Public Service October 2007 - Present
eFunds December 2005 - September 2007
Georgia-Pacific LLC April 2003 - December 2005
American Cancer Society August 1993 - April 2003
National Westminster Bank, USA March 1990 - January 1993
MasterCard International March 1989 - March 1990
Macmillan Publishing Co March 1985 - March 1989
Skills
Compensation Strategies, Sales Compensation..., Process Improvement, Non-Qualified Deferred..., HR Policies, PeopleSoft, Human Resources, Talent Acquisition, Performance Management, Employee Relations, Workforce Planning, Succession Planning, Talent Management, HRIS, Onboarding, Personnel Management, Applicant Tracking..., Labor Relations, Deferred Compensation, Compensation & Benefits, Executive Pay, College Recruiting, Employee Benefits, Benefits Administration
Education
Hofstra University 1979 — 1983
Pinnacle West Capital Corp/Arizona Public Service October 2007 - Present
eFunds December 2005 - September 2007
Georgia-Pacific LLC April 2003 - December 2005
American Cancer Society August 1993 - April 2003
National Westminster Bank, USA March 1990 - January 1993
MasterCard International March 1989 - March 1990
Macmillan Publishing Co March 1985 - March 1989
Skills
Compensation Strategies, Sales Compensation..., Process Improvement, Non-Qualified Deferred..., HR Policies, PeopleSoft, Human Resources, Talent Acquisition, Performance Management, Employee Relations, Workforce Planning, Succession Planning, Talent Management, HRIS, Onboarding, Personnel Management, Applicant Tracking..., Labor Relations, Deferred Compensation, Compensation & Benefits, Executive Pay, College Recruiting, Employee Benefits, Benefits Administration
Education
Hofstra University 1979 — 1983
Joseph Baumann's National Westminster Bank USA Experience January 1982 - July 1997
Job Retired Asset Management Software Specialist
Industry Financial Services
Experience
Citi-Smith Barney May 1998 - July 2007
Smith Barney - GWM - Citigroup 1997 - 2007
Automated Concepts Inc. August 1997 - May 1998
National Westminster Bank USA January 1982 - July 1997
Skills
Computer Hardware, Visio, Microsoft SQL Server, SDLC, SCCM, Project Management, Disaster Recovery, Vendor Management, Management, Business Analysis, Project Planning, Program Management, Process Improvement, Testing, IT Management, Integration, IT Strategy
Education
New York University - Polytechnic School of Engineering 1965 — 1967
Chemistry
Citi-Smith Barney May 1998 - July 2007
Smith Barney - GWM - Citigroup 1997 - 2007
Automated Concepts Inc. August 1997 - May 1998
National Westminster Bank USA January 1982 - July 1997
Skills
Computer Hardware, Visio, Microsoft SQL Server, SDLC, SCCM, Project Management, Disaster Recovery, Vendor Management, Management, Business Analysis, Project Planning, Program Management, Process Improvement, Testing, IT Management, Integration, IT Strategy
Education
New York University - Polytechnic School of Engineering 1965 — 1967
Chemistry
Andrew Groh's National Westminster Bank USA Experience August 1988 - June 1990
Job Independent Agent at Aflac
Industry Insurance
Experience
Aflac 2011 - Present
Buttonwood Enterprises & Rega Industries April 1992 - Present
National Westminster Bank NJ June 1990 - April 1992
National Westminster Bank USA August 1988 - June 1990
National Westminster Bank USA February 1982 - August 1988
Education
Syracuse University - Maxwell School
M.A., International Relations/Economics
Vassar College
A.B., Political Science
Aflac 2011 - Present
Buttonwood Enterprises & Rega Industries April 1992 - Present
National Westminster Bank NJ June 1990 - April 1992
National Westminster Bank USA August 1988 - June 1990
National Westminster Bank USA February 1982 - August 1988
Education
Syracuse University - Maxwell School
M.A., International Relations/Economics
Vassar College
A.B., Political Science
Bob Tinsman's National Westminster Bank USA Experience July 1984 - June 1987
Job Tibco Architect at Urban Outfitters
Industry Information Technology and Services
Experience
Urban Outfitters January 2013 - Present
Charming Shoppes September 2004 - January 2013
Charming Shoppes for Ajilon May 2000 - September 2004
CSC (DuPont) for Ajilon December 1997 - March 2000
Intersolv September 1995 - December 1997
Malvern Systems, Inc December 1993 - September 1995
Federal Reserve Bank October 1989 - December 1993
Bethlehem Steel June 1987 - September 1989
National Westminster Bank USA July 1984 - June 1987
AT&T Technologies November 1983 - July 1984
Skills
Teradata, Mainframe, JCL, Data Warehousing, CICS, MVS, DB2, Business Analysis, Unix, Enterprise Architecture, Oracle, SDLC, Databases, SQL, Software Project..., Data Modeling, Websphere, PL/SQL, ETL, SOA, Integration, Requirements Analysis, Visio, Software Development
Education
Hofstra University 1981 — 1983
Bachelor of Business Administration (B.B.A.), Administrative Computer Systems
Northeastern University 1977 — 1979
Urban Outfitters January 2013 - Present
Charming Shoppes September 2004 - January 2013
Charming Shoppes for Ajilon May 2000 - September 2004
CSC (DuPont) for Ajilon December 1997 - March 2000
Intersolv September 1995 - December 1997
Malvern Systems, Inc December 1993 - September 1995
Federal Reserve Bank October 1989 - December 1993
Bethlehem Steel June 1987 - September 1989
National Westminster Bank USA July 1984 - June 1987
AT&T Technologies November 1983 - July 1984
Skills
Teradata, Mainframe, JCL, Data Warehousing, CICS, MVS, DB2, Business Analysis, Unix, Enterprise Architecture, Oracle, SDLC, Databases, SQL, Software Project..., Data Modeling, Websphere, PL/SQL, ETL, SOA, Integration, Requirements Analysis, Visio, Software Development
Education
Hofstra University 1981 — 1983
Bachelor of Business Administration (B.B.A.), Administrative Computer Systems
Northeastern University 1977 — 1979
Orest Temnycky's National Westminster Bank USA Experience 1986 - 1996
Job Senior Managing Director at PeapackGladstone Bank
Industry Financial Services
Experience
Peapack-Gladstone Bank March 2013 - Present
Citibank January 2010 - March 2013
RBS Citizens 2005 - 2009
Fleet Bank 1997 - 2004
National Westminster Bank USA 1986 - 1996
Skills
Banking, Portfolio Management, Financial Risk, Credit, Commercial Lending, Credit Analysis, Risk Management, Relationship Management, Cash Management, Financial Analysis
Education
Rutgers, The State University of New Jersey-Newark 1981 — 1985
BA, Finance
Peapack-Gladstone Bank March 2013 - Present
Citibank January 2010 - March 2013
RBS Citizens 2005 - 2009
Fleet Bank 1997 - 2004
National Westminster Bank USA 1986 - 1996
Skills
Banking, Portfolio Management, Financial Risk, Credit, Commercial Lending, Credit Analysis, Risk Management, Relationship Management, Cash Management, Financial Analysis
Education
Rutgers, The State University of New Jersey-Newark 1981 — 1985
BA, Finance
Marcy Hahn-Saperstein's National Westminster Bank USA Experience July 1987 - August 1991
Job Partner in Healthcare Practice at Akerman LLP
Industry Law Practice
Experience
Akerman LLP April 2015 - Present
Proskauer Rose LLP February 1999 - April 2015
Greenberg Traurig November 1996 - February 1999
U.S. District Court, Southern District of Florida August 1995 - November 1996
Cadwalader, Wickersham & Taft LLP August 1994 - July 1995
National Westminster Bank USA July 1987 - August 1991
Skills
Corporate Governance, Health Law, Corporate Law, Joint Ventures
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1991 — 1994
JD, cum laude
University of Pennsylvania 1983 — 1987
Akerman LLP April 2015 - Present
Proskauer Rose LLP February 1999 - April 2015
Greenberg Traurig November 1996 - February 1999
U.S. District Court, Southern District of Florida August 1995 - November 1996
Cadwalader, Wickersham & Taft LLP August 1994 - July 1995
National Westminster Bank USA July 1987 - August 1991
Skills
Corporate Governance, Health Law, Corporate Law, Joint Ventures
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1991 — 1994
JD, cum laude
University of Pennsylvania 1983 — 1987
Janet Locke's National Westminster Bank USA Experience 1984 - 1997
Job Independent Banking Professional
Industry Banking
Experience
National Westminster Bank USA 1984 - 1997
Skills
Banking, Financial Risk, Risk Management, Business Analysis, Credit Analysis, Cash Management, Credit, AML, Portfolio Management, Internal Audit, Internal Controls, Financial Modeling, Budgets, Loans, Strategic Planning, Commercial Banking, Financial Analysis, Customer Service, Accounting, Due Diligence, Finance, Mergers & Acquisitions
Education
Adelphi University
BBA, Accounting
Adelphi University
Master of Science (M.S.), Banking & Money Management
National Westminster Bank USA 1984 - 1997
Skills
Banking, Financial Risk, Risk Management, Business Analysis, Credit Analysis, Cash Management, Credit, AML, Portfolio Management, Internal Audit, Internal Controls, Financial Modeling, Budgets, Loans, Strategic Planning, Commercial Banking, Financial Analysis, Customer Service, Accounting, Due Diligence, Finance, Mergers & Acquisitions
Education
Adelphi University
BBA, Accounting
Adelphi University
Master of Science (M.S.), Banking & Money Management
Peter Blackmore's National Westminster Bank USA Experience 1983 - 1986
Job Corporate Banking, VP (267) 8980525
Industry Banking
Experience
Univest January 2015 - Present
Monument Bank July 2014 - January 2015
Berkshire Bank October 2012 - June 2014
TD Bank October 2000 - October 2012
Bank of Western Massachusetts September 1999 - October 2000
United Bank May 1994 - September 1999
Vermont National Bank 1988 - 1994
Scarsdale National Bank 1986 - 1988
National Westminster Bank USA 1983 - 1986
Connecticut National Bank 1982 - 1983
Skills
Commercial Lending, Loans, Small Business Lending, Commercial Banking, Commercial Mortgages, Banking, Credit, Credit Analysis, Lines Of Credit, Financial Services, Mortgage Lending, Portfolio Management, Retail Banking, Consumer Lending, Financial Analysis, Finance, Cash Management, Investments, Loan Origination, Refinance, Underwriting, Asset Based Lending, Construction Loans, Financial Structuring, FHA, Risk Management, Mortgage Banking, Asset Management, Credit Risk, SBA, Financial Risk, Real Estate, Cross Selling, Relationship Management, Private Banking, Cash Flow Lending, Strategic Financial..., Business Development, Management, Loan Work-outs, Leadership, Due Diligence, Sales, Branch Banking, Commercial Real Estate, Small Business
Education
Manhattan College 1977 — 1981
Bachelor's Degree, Business Administration
John Jay
Univest January 2015 - Present
Monument Bank July 2014 - January 2015
Berkshire Bank October 2012 - June 2014
TD Bank October 2000 - October 2012
Bank of Western Massachusetts September 1999 - October 2000
United Bank May 1994 - September 1999
Vermont National Bank 1988 - 1994
Scarsdale National Bank 1986 - 1988
National Westminster Bank USA 1983 - 1986
Connecticut National Bank 1982 - 1983
Skills
Commercial Lending, Loans, Small Business Lending, Commercial Banking, Commercial Mortgages, Banking, Credit, Credit Analysis, Lines Of Credit, Financial Services, Mortgage Lending, Portfolio Management, Retail Banking, Consumer Lending, Financial Analysis, Finance, Cash Management, Investments, Loan Origination, Refinance, Underwriting, Asset Based Lending, Construction Loans, Financial Structuring, FHA, Risk Management, Mortgage Banking, Asset Management, Credit Risk, SBA, Financial Risk, Real Estate, Cross Selling, Relationship Management, Private Banking, Cash Flow Lending, Strategic Financial..., Business Development, Management, Loan Work-outs, Leadership, Due Diligence, Sales, Branch Banking, Commercial Real Estate, Small Business
Education
Manhattan College 1977 — 1981
Bachelor's Degree, Business Administration
John Jay
Bernard See's National Westminster Bank USA Experience 1984 - 1987
Job at Biscayne Consulting
Industry Banking
Experience
Biscayne Consulting 2008 - Present
Intercredit Bank, N.A. 1993 - 2007
Golden City Commercial Bank 1988 - 1993
National Westminster Bank USA 1984 - 1987
American Express Bank International November 1979 - 1984
Bankers Trust Company 1978 - 1979
The Chase Manhattan Bank 1973 - 1978
United States Peace Corps 1967 - 1969
Skills
Credit, Financial Analysis, Loans, Policy, Credit Analysis, Underwriting, Credit Risk, Banking, Risk Management, Commercial Banking, Mortgage, Commercial Lending, Mortgage Lending
Education
Columbia University 1969 — 1973
Master of Arts, Political Science
Harvard University 1963 — 1967
Bachelor of Arts, Government
Brien McMahon 1960 — 1963
Biscayne Consulting 2008 - Present
Intercredit Bank, N.A. 1993 - 2007
Golden City Commercial Bank 1988 - 1993
National Westminster Bank USA 1984 - 1987
American Express Bank International November 1979 - 1984
Bankers Trust Company 1978 - 1979
The Chase Manhattan Bank 1973 - 1978
United States Peace Corps 1967 - 1969
Skills
Credit, Financial Analysis, Loans, Policy, Credit Analysis, Underwriting, Credit Risk, Banking, Risk Management, Commercial Banking, Mortgage, Commercial Lending, Mortgage Lending
Education
Columbia University 1969 — 1973
Master of Arts, Political Science
Harvard University 1963 — 1967
Bachelor of Arts, Government
Brien McMahon 1960 — 1963
Ted Burbage's National Westminster Bank USA Experience 1986 - 1992
Job Managing Director at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's March 1994 - Present
The Fuji Bank, New York Branch August 1992 - March 1994
National Westminster Bank USA 1986 - 1992
Skills
Securitization, Structured Finance, Credit, Bonds, Equities, Credit Analysis, Capital Markets, Alternative Investments, ABS, Financial Services, Structured Products, Finance, Loans, MBS, Trading, Securities, CDO, Fixed Income, High Yield
Education
Providence College
BS, Accounting
Standard & Poor's March 1994 - Present
The Fuji Bank, New York Branch August 1992 - March 1994
National Westminster Bank USA 1986 - 1992
Skills
Securitization, Structured Finance, Credit, Bonds, Equities, Credit Analysis, Capital Markets, Alternative Investments, ABS, Financial Services, Structured Products, Finance, Loans, MBS, Trading, Securities, CDO, Fixed Income, High Yield
Education
Providence College
BS, Accounting
Brian K. Finneran's National Westminster Bank USA Experience 1989 - 1990
Job EVP & Chief Financial Officer at Suffolk County National Bank
Industry Banking
Experience
Suffolk Bancorp / Suffolk County National Bank (NASDAQ: SUBK) February 2012 - Present
State Bancorp / State Bank of Long Island (NASDAQ: STBC) 1990 - January 2012
National Westminster Bank USA 1989 - 1990
Irving Trust Company 1989 - 1989
Irving Trust Company 1986 - 1988
Irving Bank Corporation 1979 - 1985
Skills
Credit, Banking, Commercial Banking, Loans, Cash Management, Credit Analysis, Strategic Planning, Financial Analysis, Risk Management, Portfolio Management, Leadership, Commercial Lending, Financial Reporting, Investments, Due Diligence, Strategic Financial..., Managerial Finance, Treasury Management, Interest Rate Risk..., Financial Risk, Valuation, Financial Modeling, Investment Banking, Executive Management, Mergers & Acquisitions, Finance, Auditing, Accounting, Small Business Lending, Management, Underwriting, Asset Managment, Capital Markets, Financial Services, Corporate Finance, Mortgage Lending, Credit Risk, Asset Management, Retail Banking, Commercial Mortgages, Financial Structuring, Lines Of Credit, Private Equity, Structured Finance, Restructuring, Asset Based Lending, Fixed Income, Financial Institutions, Enterprise Risk..., Equities
Education
ABA Stonier Graduate School of Banking
Advanced Banking Degree
Bank Administration Institute 2002 — 2002
Certified Risk Professional
Pace University - Lubin School of Business 1979 — 1981
MBA, Finance, Graduated With Distinction
City University of New York-Baruch College 1975 — 1979
BBA, Finance, Graduated Cum Laude
Newtown HS
Newtown HS
Suffolk Bancorp / Suffolk County National Bank (NASDAQ: SUBK) February 2012 - Present
State Bancorp / State Bank of Long Island (NASDAQ: STBC) 1990 - January 2012
National Westminster Bank USA 1989 - 1990
Irving Trust Company 1989 - 1989
Irving Trust Company 1986 - 1988
Irving Bank Corporation 1979 - 1985
Skills
Credit, Banking, Commercial Banking, Loans, Cash Management, Credit Analysis, Strategic Planning, Financial Analysis, Risk Management, Portfolio Management, Leadership, Commercial Lending, Financial Reporting, Investments, Due Diligence, Strategic Financial..., Managerial Finance, Treasury Management, Interest Rate Risk..., Financial Risk, Valuation, Financial Modeling, Investment Banking, Executive Management, Mergers & Acquisitions, Finance, Auditing, Accounting, Small Business Lending, Management, Underwriting, Asset Managment, Capital Markets, Financial Services, Corporate Finance, Mortgage Lending, Credit Risk, Asset Management, Retail Banking, Commercial Mortgages, Financial Structuring, Lines Of Credit, Private Equity, Structured Finance, Restructuring, Asset Based Lending, Fixed Income, Financial Institutions, Enterprise Risk..., Equities
Education
ABA Stonier Graduate School of Banking
Advanced Banking Degree
Bank Administration Institute 2002 — 2002
Certified Risk Professional
Pace University - Lubin School of Business 1979 — 1981
MBA, Finance, Graduated With Distinction
City University of New York-Baruch College 1975 — 1979
BBA, Finance, Graduated Cum Laude
Newtown HS
Newtown HS
G H (Denny) Denniston's National Westminster Bank USA Experience 1975 - 1985
Job Retired Banker
Industry Banking
Experience
New York City Police Department December 2005 - Present
Retired Banker November 2004 - Present
Gipsy Trail Club 1986 - Present
St. James' Church, Manhattan 1985 - Present
Ensemble Studio Theatre 1981 - Present
United Bank for Africa, New York Branch 1995 - 2004
The Bank of New York 1985 - 1995
National Westminster Bank USA 1975 - 1985
The Chase Manhattan Bank 1965 - 1975
United States Navy 1961 - 1963
Skills
Public Speaking, Mergers & Acquisitions, Non-profits, Nonprofits, Fundraising, Investment Banking, Theatre, Executive Coaching, Financial Modeling, Strategic Planning, Editing, Event Planning, Asset Managment, Investments, Fixed Income, Equities, Acting, Hedge Funds, Asset Management, Alternative Investments, Credit, Private Equity, Venture Capital, Corporate Development
Education
Harvard Business School 1981 — 1981
AMP, Advanced Management Program
Dartmouth College - The Tuck School of Business at Dartmouth 1963 — 1965
MBA, Finance, Accounting, Production
Dartmouth College 1957 — 1961
BA, Economics
FIFA
FIFA
FIFA
New York City Police Department December 2005 - Present
Retired Banker November 2004 - Present
Gipsy Trail Club 1986 - Present
St. James' Church, Manhattan 1985 - Present
Ensemble Studio Theatre 1981 - Present
United Bank for Africa, New York Branch 1995 - 2004
The Bank of New York 1985 - 1995
National Westminster Bank USA 1975 - 1985
The Chase Manhattan Bank 1965 - 1975
United States Navy 1961 - 1963
Skills
Public Speaking, Mergers & Acquisitions, Non-profits, Nonprofits, Fundraising, Investment Banking, Theatre, Executive Coaching, Financial Modeling, Strategic Planning, Editing, Event Planning, Asset Managment, Investments, Fixed Income, Equities, Acting, Hedge Funds, Asset Management, Alternative Investments, Credit, Private Equity, Venture Capital, Corporate Development
Education
Harvard Business School 1981 — 1981
AMP, Advanced Management Program
Dartmouth College - The Tuck School of Business at Dartmouth 1963 — 1965
MBA, Finance, Accounting, Production
Dartmouth College 1957 — 1961
BA, Economics
FIFA
FIFA
FIFA
Martha Ferry's National Westminster Bank USA Experience 1982 - 1988
Job Experienced Nonprofit Executive
Industry Nonprofit Organization Management
Experience
self employed May 2012 - Present
The Association of Junior Leagues International, Inc. 2002 - 2012
Community Service Society of New York 1989 - 2002
National Westminster Bank USA 1982 - 1988
American Express 1971 - 1982
Bankers Trust Company 1968 - 1971
Skills
Fundraising, Non-profits, Risk Management, Strategic Planning, Volunteer Management, Philanthropy, Board Development, Board Governance, Finance, Financial Reporting, Public Speaking, Training, Nonprofits, Grant Writing, Grants, Program Development, Leadership, Community Outreach, Budgets, Strategy, Proposal Writing, Stewardship, Event Planning, Strategic Communications, Non-profit...
Education
Harvard Business School 1966 — 1968
MBA, Finance
Mount Holyoke College 1962 — 1966
AB, Mathematics
self employed May 2012 - Present
The Association of Junior Leagues International, Inc. 2002 - 2012
Community Service Society of New York 1989 - 2002
National Westminster Bank USA 1982 - 1988
American Express 1971 - 1982
Bankers Trust Company 1968 - 1971
Skills
Fundraising, Non-profits, Risk Management, Strategic Planning, Volunteer Management, Philanthropy, Board Development, Board Governance, Finance, Financial Reporting, Public Speaking, Training, Nonprofits, Grant Writing, Grants, Program Development, Leadership, Community Outreach, Budgets, Strategy, Proposal Writing, Stewardship, Event Planning, Strategic Communications, Non-profit...
Education
Harvard Business School 1966 — 1968
MBA, Finance
Mount Holyoke College 1962 — 1966
AB, Mathematics
Patrick Jeffrey, CFA's National Westminster Bank USA Experience May 1989 - July 1995
Job Vice President, Portfolio Manager at US Bank
Industry Financial Services
Experience
US Bank November 2011 - Present
Standard & Poor's August 1998 - November 2011
Koch Industries August 1997 - August 1998
National Westminster Bank USA May 1989 - July 1995
Education
The Garvin School of International Management (THUNDERBIRD)
MBA, International Business
University of Rochester
US Bank November 2011 - Present
Standard & Poor's August 1998 - November 2011
Koch Industries August 1997 - August 1998
National Westminster Bank USA May 1989 - July 1995
Education
The Garvin School of International Management (THUNDERBIRD)
MBA, International Business
University of Rochester
Peter Urbanczyk's National Westminster Bank USA Experience June 1984 - April 1988
Job Chief Executive Officer and Head of FICC Sales, Americas
Industry Banking
Experience
Sberbank-CIB USA, Inc. March 2013 - Present
Care 2 Communities January 2013 - Present
RBS Securities, Inc June 2008 - December 2012
Bear Stearns & Co., Inc. March 1999 - March 2008
Credit Lyonnais Securities January 1996 - March 1999
Midland Montagu November 1991 - December 1995
Bankers Trust April 1988 - November 1991
National Westminster Bank USA June 1984 - April 1988
Skills
investing,..., Emerging Markets, Institutional Sales, Investments, Fixed Income, Hedge Funds, Trading, Asset Managment, Banking, Restructuring, Credit Analysis, Latin America, Alternative Investments, Capital Markets, Investment Banking, Derivatives, Asset Management, Structured Finance, Equities, Structured Products
Education
Columbia University - School of International and Public Affairs 1982 — 1984
Master of International Affairs, International Finance
College of the Holy Cross 1977 — 1981
BA, History
London School of Economics and Political Science 1979 — 1979
JEB Stuart High School
Sberbank-CIB USA, Inc. March 2013 - Present
Care 2 Communities January 2013 - Present
RBS Securities, Inc June 2008 - December 2012
Bear Stearns & Co., Inc. March 1999 - March 2008
Credit Lyonnais Securities January 1996 - March 1999
Midland Montagu November 1991 - December 1995
Bankers Trust April 1988 - November 1991
National Westminster Bank USA June 1984 - April 1988
Skills
investing,..., Emerging Markets, Institutional Sales, Investments, Fixed Income, Hedge Funds, Trading, Asset Managment, Banking, Restructuring, Credit Analysis, Latin America, Alternative Investments, Capital Markets, Investment Banking, Derivatives, Asset Management, Structured Finance, Equities, Structured Products
Education
Columbia University - School of International and Public Affairs 1982 — 1984
Master of International Affairs, International Finance
College of the Holy Cross 1977 — 1981
BA, History
London School of Economics and Political Science 1979 — 1979
JEB Stuart High School
Elizabeth Munnelly's National Westminster Bank USA Experience 1988 - 1992
Job PR Account Executive at Revelry Agency
Industry Food & Beverages
Experience
Revelry Agency September 2006 - Present
Nestlé Waters North America March 1993 - August 1998
National Westminster Bank USA 1988 - 1992
Conran's Home Furnishings 1985 - 1988
Skills
Marketing, Public Relations, Social Media, Social Media Marketing, Marketing Communications
Education
Smith College 1980 — 1984
Bachelor's Degree, Art History
Revelry Agency September 2006 - Present
Nestlé Waters North America March 1993 - August 1998
National Westminster Bank USA 1988 - 1992
Conran's Home Furnishings 1985 - 1988
Skills
Marketing, Public Relations, Social Media, Social Media Marketing, Marketing Communications
Education
Smith College 1980 — 1984
Bachelor's Degree, Art History
Emily Sheridan's National Westminster Bank USA Experience 1977 - 1997
Job Teacher and Technology Coordinator at Sacred Heart School
Industry Education Management
Experience
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
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
Herbert Dicker's National Westminster Bank USA Experience January 1975 - January 1995
Job Principal at VLH Consulting
Industry Banking
Experience
VLH Consulting January 2005 - Present
State Bank of Long Island March 2009 - June 2011
New York Commercial Bank November 2006 - October 2007
CEIS Review Inc. September 2005 - November 2006
Atlantic Bank of New York April 2000 - July 2005
Atlantic Bank January 2000 - January 2005
HSBC Bank USA November 1995 - April 2000
National Westminster Bank USA January 1975 - January 1995
Skills
Credit Risk, Commercial Banking, Commercial Lending, Credit, Finance, Credit Analysis, Banking, Loans, Financial Risk, Underwriting, Management, Financial Analysis
Education
City University of New York-Hunter College 1960 — 1964
BS, Accounting
Herbert H. Lehman College, City University of New York 1960 — 1964
BS, Accounting
VLH Consulting January 2005 - Present
State Bank of Long Island March 2009 - June 2011
New York Commercial Bank November 2006 - October 2007
CEIS Review Inc. September 2005 - November 2006
Atlantic Bank of New York April 2000 - July 2005
Atlantic Bank January 2000 - January 2005
HSBC Bank USA November 1995 - April 2000
National Westminster Bank USA January 1975 - January 1995
Skills
Credit Risk, Commercial Banking, Commercial Lending, Credit, Finance, Credit Analysis, Banking, Loans, Financial Risk, Underwriting, Management, Financial Analysis
Education
City University of New York-Hunter College 1960 — 1964
BS, Accounting
Herbert H. Lehman College, City University of New York 1960 — 1964
BS, Accounting
William Chin's National Westminster Bank USA Experience April 1982 - July 1988
Job Vice President at Mizuho Bank Ltd.
Industry Banking
Experience
Mizuho Bank Ltd. October 2007 - Present
Mizuho Corporate Bank January 2000 - September 2007
Dai Ichi Kangyo Bank March 1998 - December 2000
JPMorgan Chase July 1988 - March 1998
National Westminster Bank USA April 1982 - July 1988
Skills
Risk Management, Banking, Trading, Treasury Management, Derivatives, Finance, Investment Banking, Credit Risk, Treasury, Financial Risk, Capital Markets, Credit Analysis, Fixed Income, Loans, Commercial Banking, Financial Services, Management
Education
Rutgers University
BA, Finance / Business Administration
Mizuho Bank Ltd. October 2007 - Present
Mizuho Corporate Bank January 2000 - September 2007
Dai Ichi Kangyo Bank March 1998 - December 2000
JPMorgan Chase July 1988 - March 1998
National Westminster Bank USA April 1982 - July 1988
Skills
Risk Management, Banking, Trading, Treasury Management, Derivatives, Finance, Investment Banking, Credit Risk, Treasury, Financial Risk, Capital Markets, Credit Analysis, Fixed Income, Loans, Commercial Banking, Financial Services, Management
Education
Rutgers University
BA, Finance / Business Administration
gina alexander-dixon's National Westminster Bank USA Experience September 1987 - August 1997
Job Technology Consultant at HP
Industry Information Technology and Services
Experience
HP August 2008 - Present
Bristol-Myers Squibb May 2001 - May 2008
Federal Reserve Bank of New York August 1997 - May 2001
National Westminster Bank USA September 1987 - August 1997
JPMorgan Chase September 1982 - September 1987
Skills
Service Delivery..., IT Management, IT Infrastructure..., Vendor Management, Disaster Recovery, Project Management, Asset Management, Customer Service, SharePoint, ITIL, Business Analysis, Management Consulting, HP, Process Improvement, IT Service Management, IT Strategy, Data Center, Service Management, Requirements Analysis, Service Delivery, Windows, Program Management, IT Operations, Enterprise Architecture, Servers, Integration, IT Outsourcing, Cloud Computing, Management
Education
Baruch College
Bachelor's degree, Political Science and Government
New York University
Penn State University
Business Administration and Management, General
HP August 2008 - Present
Bristol-Myers Squibb May 2001 - May 2008
Federal Reserve Bank of New York August 1997 - May 2001
National Westminster Bank USA September 1987 - August 1997
JPMorgan Chase September 1982 - September 1987
Skills
Service Delivery..., IT Management, IT Infrastructure..., Vendor Management, Disaster Recovery, Project Management, Asset Management, Customer Service, SharePoint, ITIL, Business Analysis, Management Consulting, HP, Process Improvement, IT Service Management, IT Strategy, Data Center, Service Management, Requirements Analysis, Service Delivery, Windows, Program Management, IT Operations, Enterprise Architecture, Servers, Integration, IT Outsourcing, Cloud Computing, Management
Education
Baruch College
Bachelor's degree, Political Science and Government
New York University
Penn State University
Business Administration and Management, General
Patrick Brocker's National Westminster Bank USA Experience 1990 - 1992
Job Senior Managing Director at PeapackGladstone Bank Private Banking since 1921
Industry Banking
Experience
Peapack-Gladstone Bank Private Banking since 1921 April 2015 - Present
BNB Hana Bank US January 2014 - April 2015
AmSouth Capital 2001 - 2006
AmSouth Capital 1998 - 2001
Fleet Capital 1997 - 1998
National Westminster Bank 1992 - 1996
National Westminster Bank USA 1990 - 1992
National Westminster Bank USA 1987 - 1990
Skills
Asset Based Lending, Leveraged Lending, Commercial Lending, Portfolio Managment, Credit, Commercial Real Estate, Workout, Underwriting, Planning Budgeting &..., Start-ups, Management
Education
Marquette University 1974 — 1979
Bachelor of Business Administration (B.B.A.), Accounting
Peapack-Gladstone Bank Private Banking since 1921 April 2015 - Present
BNB Hana Bank US January 2014 - April 2015
AmSouth Capital 2001 - 2006
AmSouth Capital 1998 - 2001
Fleet Capital 1997 - 1998
National Westminster Bank 1992 - 1996
National Westminster Bank USA 1990 - 1992
National Westminster Bank USA 1987 - 1990
Skills
Asset Based Lending, Leveraged Lending, Commercial Lending, Portfolio Managment, Credit, Commercial Real Estate, Workout, Underwriting, Planning Budgeting &..., Start-ups, Management
Education
Marquette University 1974 — 1979
Bachelor of Business Administration (B.B.A.), Accounting
Helene Lewis's National Westminster Bank USA Experience 1979 - 1989
Job HR Business Partner at QuadWest Associates, LLC
Industry Human Resources
Experience
QuadWest Associates, LLC May 2013 - Present
Sun Communities, Inc. November 1996 - October 2010
First of America July 1992 - November 1996
Howard Hughes Medical Institute 1990 - 1991
National Westminster Bank, USA 1979 - 1989
Skills
Leadership Development, Strategic Planning, Employee Engagement, Employee Relations, Organizational..., Talent Management, Performance Management, Employee Benefits, Talent Acquisition, Coaching, Training, Recruiting, Strategy, Management, Management Consulting, Onboarding, Human Resources, HRIS, Personnel Management, New Hire Orientations, HR Policies, Applicant Tracking...
Education
Adelphi University
Master of Business Administration, Marketing
Hofstra University
Bachelor's degree
QuadWest Associates, LLC May 2013 - Present
Sun Communities, Inc. November 1996 - October 2010
First of America July 1992 - November 1996
Howard Hughes Medical Institute 1990 - 1991
National Westminster Bank, USA 1979 - 1989
Skills
Leadership Development, Strategic Planning, Employee Engagement, Employee Relations, Organizational..., Talent Management, Performance Management, Employee Benefits, Talent Acquisition, Coaching, Training, Recruiting, Strategy, Management, Management Consulting, Onboarding, Human Resources, HRIS, Personnel Management, New Hire Orientations, HR Policies, Applicant Tracking...
Education
Adelphi University
Master of Business Administration, Marketing
Hofstra University
Bachelor's degree
Nancy Barlow's National Westminster Bank USA Experience 1983 - 1987
Job Senior Lease Administration Manager at MBG Consulting
Industry Real Estate
Experience
MBG Consulting March 2007 - Present
Standard & Poor's 1993 - 1996
E&Y Kenneth Leventhal Real Estate Group 1990 - 1993
Laventhol & Horwath 1989 - 1990
National Westminster Bank USA 1983 - 1987
Skills
Lease Audit, Financial Analysis, CAM Reconciliation, Leases, Structured Finance, Lease Administration, Corporate Real Estate, Portfolio Management, Real Estate Transactions, Asset Management, Lease Negotiations, Valuation, Real Estate Economics, Budgets, Due Diligence
Education
Mount Holyoke College
BA, Latin American Studies/Economics
The University of Chicago - Booth School of Business
MBA, Finance/Marketing
MBG Consulting March 2007 - Present
Standard & Poor's 1993 - 1996
E&Y Kenneth Leventhal Real Estate Group 1990 - 1993
Laventhol & Horwath 1989 - 1990
National Westminster Bank USA 1983 - 1987
Skills
Lease Audit, Financial Analysis, CAM Reconciliation, Leases, Structured Finance, Lease Administration, Corporate Real Estate, Portfolio Management, Real Estate Transactions, Asset Management, Lease Negotiations, Valuation, Real Estate Economics, Budgets, Due Diligence
Education
Mount Holyoke College
BA, Latin American Studies/Economics
The University of Chicago - Booth School of Business
MBA, Finance/Marketing
rosemarie pizzo's National Westminster Bank USA Experience January 1972 - August 1995
Job Banking Professional
Industry Banking
Experience
H&R Block January 1995 - Present
Standard Chartered Bank September 1995 - October 2009
National Westminster Bank USA January 1972 - August 1995
Education
Nassau Community College 1983 — 1986
Associates Acounting Science, Accounting
H&R Block January 1995 - Present
Standard Chartered Bank September 1995 - October 2009
National Westminster Bank USA January 1972 - August 1995
Education
Nassau Community College 1983 — 1986
Associates Acounting Science, Accounting
John Pihlkar's National Westminster Bank USA Experience January 1987 - January 1990
Job Unix/Linux Systems Engineer at Arrow Electronics
Industry Logistics and Supply Chain
Experience
Arrow Electronics OpenVMS Systems AdministratorNational Westminster Bank USA/Fleet Bank NAJanuary 1990 - September 1996
National Westminster Bank USA January 1987 - January 1990
Skills
Data Center, Virtualization, VMware, Solaris, Disaster Recovery, Storage, VMware ESX, High Availability, DNS, NetApp, SAN, NAS, IT Management, Security, Process Improvement, Cloud Computing, Server Architecture, Integration, HP
Education
Suffolk County Community College 1976 — 1977
Arrow Electronics OpenVMS Systems AdministratorNational Westminster Bank USA/Fleet Bank NAJanuary 1990 - September 1996
National Westminster Bank USA January 1987 - January 1990
Skills
Data Center, Virtualization, VMware, Solaris, Disaster Recovery, Storage, VMware ESX, High Availability, DNS, NetApp, SAN, NAS, IT Management, Security, Process Improvement, Cloud Computing, Server Architecture, Integration, HP
Education
Suffolk County Community College 1976 — 1977
Robert Volk's National Westminster Bank USA Experience 1975 - 1989
Job Director of Retail Banking (Ret.) at Astoria Federal Savings
Industry Banking
Experience
Astoria Federal Savings 1998 - 2013
Long Island Savings Bank 1989 - 1998
National Westminster Bank USA 1975 - 1989
Skills
Banking, Financial Services, Small Business Lending, Retail Banking, Credit, Commercial Lending, Portfolio Management, Relationship Management, Consumer Lending, Mortgage Lending, Loans, Commercial Banking, Credit Analysis, Cross Selling, Lines Of Credit
Education
Adelphi University
Master of Business Administration (MBA), Management
Dartmouth College - The Tuck School of Business at Dartmouth
Executive Development Program
Georgetown University
Bachelor's degree, Business Administration
Astoria Federal Savings 1998 - 2013
Long Island Savings Bank 1989 - 1998
National Westminster Bank USA 1975 - 1989
Skills
Banking, Financial Services, Small Business Lending, Retail Banking, Credit, Commercial Lending, Portfolio Management, Relationship Management, Consumer Lending, Mortgage Lending, Loans, Commercial Banking, Credit Analysis, Cross Selling, Lines Of Credit
Education
Adelphi University
Master of Business Administration (MBA), Management
Dartmouth College - The Tuck School of Business at Dartmouth
Executive Development Program
Georgetown University
Bachelor's degree, Business Administration
barbara stanco's National Westminster Bank USA Experience 1981 - 1993
Job Nonprofit Organization Management Professional
Industry Nonprofit Organization Management
Experience
ESM Community for the Arts, Inc. 2011 - Present
Weight Watchers Suffolk County 2005 - 2007
National Westminster Bank USA 1981 - 1993
Skills
Public Relations, Fundraising, Project Management, Goal-oriented..., Timely Decision Making, Strategic Planning, Nonprofits, Event Planning, Public Speaking, Customer Service, Training, Human Resources, Management
Education
SUNY Oswego 1977 — 1981
Bachelor of Science (BS), Marketing/Marketing Management, General
Dale Carnegie Training
Completed Certificate, Public Speaking
ESM Community for the Arts, Inc. 2011 - Present
Weight Watchers Suffolk County 2005 - 2007
National Westminster Bank USA 1981 - 1993
Skills
Public Relations, Fundraising, Project Management, Goal-oriented..., Timely Decision Making, Strategic Planning, Nonprofits, Event Planning, Public Speaking, Customer Service, Training, Human Resources, Management
Education
SUNY Oswego 1977 — 1981
Bachelor of Science (BS), Marketing/Marketing Management, General
Dale Carnegie Training
Completed Certificate, Public Speaking
Clark Wagner's National Westminster Bank USA Experience 1985 - 1986
Job Director of Fixed Income at First Investors Management Company
Industry Financial Services
Experience
First Investors Management Company July 1991 - Present
General Electric 1988 - 1991
American Express 1986 - 1988
National Westminster Bank USA 1985 - 1986
Skills
Asset Allocation, Municipalities, Fixed Income, Investments, Retirement Planning, Mutual Funds
Education
Columbia University - School of International and Public Affairs
Master of Arts (M.A.) in International Affairs, International Finance
Williams College 1977 — 1981
Bachelor of Arts (B.A.), History
First Investors Management Company July 1991 - Present
General Electric 1988 - 1991
American Express 1986 - 1988
National Westminster Bank USA 1985 - 1986
Skills
Asset Allocation, Municipalities, Fixed Income, Investments, Retirement Planning, Mutual Funds
Education
Columbia University - School of International and Public Affairs
Master of Arts (M.A.) in International Affairs, International Finance
Williams College 1977 — 1981
Bachelor of Arts (B.A.), History
Kathleen Fite's National Westminster Bank USA Experience February 1989 - July 1994
Job Looking for New Opportunity!!
Industry Financial Services
Experience
Eastman Kodak Company November 2000 - May 2007
HoneyBaked Ham June 1999 - September 2000
Kraft Foods August 1996 - May 1998
National Westminster Bank USA February 1989 - July 1994
Shearson Lehman Hutton January 1988 - December 1988
EF Hutton August 1987 - December 1987
Skills
Financial Planning, Financial Analysis, Financial Modeling, Financial Reporting, Financial Accounting, Commercial Banking, Investment Banking, Cross-functional Team..., Interpersonal Leadership
Education
Northwestern University 1994 — 1996
Master of Business Administration (MBA), Finance, Accounting and Marketing
Cornell University 1983 — 1987
Bachelor's degree, Business Administration and Management, General
Eastman Kodak Company November 2000 - May 2007
HoneyBaked Ham June 1999 - September 2000
Kraft Foods August 1996 - May 1998
National Westminster Bank USA February 1989 - July 1994
Shearson Lehman Hutton January 1988 - December 1988
EF Hutton August 1987 - December 1987
Skills
Financial Planning, Financial Analysis, Financial Modeling, Financial Reporting, Financial Accounting, Commercial Banking, Investment Banking, Cross-functional Team..., Interpersonal Leadership
Education
Northwestern University 1994 — 1996
Master of Business Administration (MBA), Finance, Accounting and Marketing
Cornell University 1983 — 1987
Bachelor's degree, Business Administration and Management, General
KeyBank
Sovereign Bank
Key Bank
Santander Bank, N.A.
Royal Bank of Scotland
KeyCorp
Merrill Edge
CIBC Wood Gundy