NatWest Bank USA
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NatWest Bank USA Employees
American Assimilation Institute 1998 - Present
Pilot Summits 2006 - 2008
The Ledo Group 1992 - 2006
Banco de Venezuela 1990 - 1992
American Express Bank International 1987 - 1990
NatWest Bank USA 1983 - 1987
Skills
Entrepreneurship, B2B, Management, Marketing, Public Speaking, Financial Services, Program Management, Marketing Strategy, Strategy, Networking, Business Development, Business Strategy, Start-ups, Venture Capital
Education
Queens College
Bachelor's Degree
University of Pennsylvania
Ph.D./M.A.
Woodhaven Capital Advisors, LLC December 2002 - Present
Community Federal Savings Bank September 2011 - September 2013
WoodHaven Capital Advisors, LLC January 2011 - September 2011
Regulatory Fundamentals Group, LLC May 2009 - January 2011
Savoy Bank January 2008 - December 2008
Savoy/Gotham City 2006 - 2008
New York National Bank 2003 - 2006
Weiser Corporate Finance 1996 - 2002
NatWest Bank, USA 1991 - 1996
Office of the Comptroller of the Currency 1990 - 1991
Skills
Banking, Corporate Finance, Change Management, Risk Management, Portfolio Management, Treasury Management, Financial Modeling, Strategy, Strategic Planning, Due Diligence, Mergers & Acquisitions, Financial Analysis, Financial Risk, Start-ups, Finance, Loans, Credit, Financial Services, Asset Management, Investments, Investment Banking
Education
New York University, Stern 1961 — 1965
Bachelor's Degree, Industrial Psychology and Labor Economics
Fordham University 1973 — 1975
MBA, Finance
Brooklyn Academy 1960 — 1961
High School, Academic
Prudential Financial 2006 - Present
Astoria Federal Savings 2002 - 2005
JPMorgan Chase 1998 - 2000
NatWest Bank USA 1993 - 1997
AON Consulting 1988 - 1993
Skills
Account Management, Disability Insurance, Financial Institutions, Insurance, Fixed Annuities, Underwriting, Long-term Care, Employee Benefits, Brokers, Life Insurance, Term Life Insurance, Financial Services, Health Insurance, Relationship Management, Vendor Management, Mutual Funds, Banking
Education
City University of New York-Brooklyn College
B.A., Economics, Marketing
New York Institute of Technology
M.B.A., Marketing, Management
Depository Trust and Clearing Corporation September 1997 - Present
Merrill Lynch February 1996 - September 1997
NatWest Bank USA December 1978 - February 1997
Skills
Unix, Agile Methodologies, Java Enterprise Edition, SOA, SDLC, Enterprise Architecture, Solaris, Disaster Recovery
Education
Hofstra University 1972 — 1976
Bachelor of Science (BS), Computer Science / Math
Polytechnic Institute of New York
Master of Science, Computer Science
Banco Itau Europa International May 2007 - May 2008
BankBoston International (a Bank of America Company) November 1999 - May 2007
NatWest Bank USA March 1982 - September 1994
Skills
Business Development, Spanish, Banking, Sales Management, Financial Analysis, Finance, Relationship Management, CRM, Business Strategy, Customer Service, Risk Management, New Business Development, Microsoft Excel, Marketing, Credit, Management, Investments, Financial Services, Private Banking, Wealth Management, Portfolio Management, Commercial Banking, Financial Markets, Capital Markets, Credit Risk, Investment Banking, Financial Risk, Fixed Income, Credit Analysis, Structured Finance, Loans, Asset Management, Equities, Trade Finance
Education
FIBA 2012 — 2014
Ongoing Webinars related to various Compliance issues in the Financial Sector
Gold Coast School of Real Estate 2009 — 2009
Real Estate Sales Associate, State of Florida Real Estate Sales Associate
Baruch College, City University of New York (CUNY) 1987 — 1990
BBA, Human Resources Management
Bermuda Electric Light Company Limited July 2002 - July 2015
Bermuda Zoological Society June 1999 - May 2002
Freelance Writer 1997 - 1998
NatWest Bank USA March 1984 - June 1997
Skills
Public Relations, Social Media, Corporate Communications, Writing, Crisis Communications, Internal Communications, Event Planning, Strategic Communications, Advertising, Communications Planning, Media Relations, Press Releases, Copywriting, Community Relations, Editing, Event Management, Newsletters, Speech Writing, Strategic Planning, Issues Management, Reputation Management, Crisis Management, Publicity, Social Networking, Copy Editing, Customer Relations, Publications, Proofreading, Communications Strategy, Non-profits, Marketing Communications, Customer Service, Communication Training, Journalism, Message Development
Education
Boston University 1973 — 1977
BS, Journalism
Wells Fargo Bank, N.A. March 2009 - March 2011
Wachovia Bank, N.A. December 2005 - March 2009
Wachovia Bank, N.A. January 2003 - December 2005
Wachovia Bank, N.A. March 2001 - January 2003
National Westminster Bank 1992 - 1996
NatWest Bank USA 1992 - 1996
NatWest Bank USA 1992 - 1996
people's bank 1982 - 1993
Education
Providence College 1982 — 1986
BS, Finance
Nomura Securities February 2009 - Present
Merrill Lynch & Co, Inc. 1998 - 2009
ABN AMRO 1996 - 1998
NatWest Bank USA 1994 - 1996
Skills
Trading Systems, Capital Markets, Derivatives, Fixed Income, Hedge Funds, Bloomberg, Equity Derivatives, Investment Banking, Credit Derivatives, Equities, Structured Products, Bonds, Portfolio Management, Swaps, Prime Brokerage
Education
University at Albany, SUNY 1990 — 1994
Sientra, Inc. February 2014 - Present
InTouch Technologies, Inc. November 2007 - February 2014
Isolagen Inc. (now Fibrocell Science, Inc.) November 2006 - November 2007
Inamed Corporation (now Allergan) September 2003 - April 2006
Bordeaux Capital February 2002 - August 2003
PhatPipe Inc. September 2000 - November 2001
ProLogis Trust March 1999 - September 2000
Security Capital Group (now GE Capital) September 1998 - March 1999
A.T. Kearney 1997 - 1997
NatWest Bank USA September 1993 - May 1996
Skills
Strategic Partnerships, Mergers, Strategy, Business Development, Start-ups, Marketing, Corporate Development
Education
Northwestern University - Kellogg School of Management 1996 — 1998
M.B.A., Finance, Marketing, Healthcare Management
Williams College 1989 — 1993
B.A., History, American Studies
BPD Bank May 2004 - August 2012
Citibank July 2001 - April 2004
European American Bank April 1994 - July 2001
Natwest Bank USA January 1985 - April 1994
Education
St. John's University
Master of Business Administration (MBA), Finance
St.John's University
MBA, Finance
Amagansett Associates LLC January 1999 - Present
NatWest Bank USA December 1990 - October 1998
NatWest Investor Services June 1986 - October 1998
Skills
Asset Management, Business Strategy, Private Equity, Venture Capital, Entrepreneurship, Start-ups, Equities, Mergers & Acquisitions, Portfolio Management, Hedge Funds, Strategic Planning, Alternative Investments, Valuation, Due Diligence, Business Development, Strategy, Business Planning, Corporate Finance, Financial Modeling
Education
Adelphi University
Bachelor of Business Administration (BBA), Banking and Financial Support Services