Sumitomo Mitsui Banking Corporation
Industry: Banking company
DescriptionSumitomo Mitsui Banking Corporation is a Japanese multinational banking and financial services company headquartered in Yurakucho, Chiyoda, Tokyo, Japan. It is a wholly owned subsidiary of Sumitomo Mitsui Financial Group. SMBC is the second largest bank in Japan by assets. Revenue: 2.109 trillion JPY (non-consolidated, March 2011) Headquarters: Chiyoda, Tokyo, Japan Number of employees: 22,524 (as of March 31, 2011) Parent organization: Sumitomo Mitsui Financial Group, Inc. Founded: April 2001, Chiyoda, Tokyo, Japan Subsidiaries: SMBC Trust Bank, Nikko Cordial,
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Sumitomo Mitsui Banking Corporation Employees
Mutual of Omaha Bank August 2014 - Present
Sumitomo Mitsui Banking Corporation August 2007 - July 2014
Bank of Tokyo-Mitsubishi 2002 - 2007
Comerica 2000 - 2002
Skills
Capital Markets, Portfolio Management, Commercial Banking, Credit Analysis, Valuation, Investment Banking, Structured Finance, Credit, Banking, Corporate Finance, Derivatives, Financial Analysis, Financial Modeling, Financial Risk, Financial Structuring, Investments, Risk Management
Education
Texas A&M University 1991 — 1995
Accounting, Finance
Sumitomo Mitsui Banking Corporation April 2015 - Present
Sumitomo Mitsui Banking Corporation June 2014 - March 2015
Sumitomo Mitsui Banking Corporation April 2014 - May 2014
Sumitomo Mitsui Banking Corporation October 2012 - March 2014
Sumitomo Mitsui Banking Corporation April 2012 - September 2012
Skills
Corporate Finance, Financial Reporting, Financial Analysis, Financial Risk, Strategic Financial..., Credit Analysis
Education
The University of Texas at Arlington - College of Business 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
Sumitomo Mitsui Banking Corporation 2005 - 2008
Emmet, Marvin & Martin, LLP 2001 - 2005
Torys LLP 1998 - 2001
Skills
Legal Writing, Finance, Auditing, Commercial Litigation, Banking, Loans, Policy, Credit, Management, Mergers & Acquisitions, Sales, Leadership, Public Speaking, Executive Management, Team Building, Negotiation
Education
The George Washington University Law School 1989 — 1992
Juris Doctor, Law
University of Maryland College Park 1984 — 1988
Bachelor of Arts (B.A.), Double major: Economics and French
Sumitomo Mitsui Banking Corporation June 2015 - Present
Douglas Elliman Real Estate March 2015 - June 2015
Depfa Bank April 2008 - January 2015
Hypo Real Estate Bank International July 2006 - April 2008
Société Générale January 2006 - May 2006
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Bloomberg, ISDA, SWIFT payments, SWIFT messages, OTC, OFAC, Derivatives, Interest Rate Swaps, Interest Rate..., Collateral Management, Repos, GIC, Mark to Market, Euroclear, Options, Bank Reconciliation, Account Reconciliation, CDS, Summit, Dodd-Frank, Coupons, SAP, Atlas, Vlookup, Document Review, Settlement, Cash Management, Money Market Funds, DTC, Banking, Financial Analysis, Fixed Income, Capital Markets, Investment Banking, Securities, Bonds, Portfolio Management
Education
St. John's University 2000 — 2004
Bachelor's Degree, Criminal Justice
PagerDuty September 2015 - Present
New Relic, Inc. November 2014 - August 2015
New Relic, Inc. November 2013 - October 2014
Sumitomo Mitsui Banking Corporation September 2008 - July 2012
Ernst & Young February 2007 - August 2007
University of Western Australia June 2005 - November 2005
Japan Aerospace Exploration Agency December 2004 - February 2005
Skills
Product Management, Team Leadership, Project Management, Business Strategy, SaaS, Prioritisation, Economics, Negotiation, Financial Analysis, Analysis, Due Diligence, Investment Banking, Project Finance, Renewable Energy, Deal Structuring, CRM, Financial Modeling, Microsoft Excel, Adventuring, Start-ups, Salesforce.com
Education
University of Oxford - Said Business School 2007 — 2008
Master of Science, Financial Economics
University of Sydney 2005 — 2006
Master of Commerce, Finance, Merit
University of Sydney 2001 — 2004
Bachelor of Engineering, Aerospace Engineering, First Class Honours
General Assembly
Front-End Web Development Course
Sumitomo Mitsui Banking Corporation July 2015 - Present
Sumitomo Mitsui Banking Corporation April 2013 - Present
Credit Suisse May 2012 - August 2012
Skills
Project Finance, Structured Finance, Financial Modeling, Corporate Finance, Financial Analysis, Portfolio Management, Investments, Valuation, Asset Management, Finance, Credit Analysis, Microsoft Excel, Spanish, Intermediate Spanish, Bloomberg Terminal, Portuguese, Excel, Japanese
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
B.S Business Administration, Finance, Investments
Tarrant County College 2008 — 2010
Honors Associate Degree, Pre-Business
Fudação Escola de Comercio Alvares Penteado 2002 — 2005
High School, Technical expertise in Hotel Management
Shohaku Gakuen 2001 — 2005
Proficiency, Japanese
Sumitomo Mitsui Banking Corporation July 2012 - Present
Rebsamen Trust Fund August 2011 - May 2012
Arvest Fixed Income August 2011 - May 2012
Arvest Bank June 2011 - November 2011
Skills
Fixed Income, Equities, Bloomberg, Financial Analysis, Financial Modeling, Microsoft Excel, Loans, PowerPoint, Bloomberg Terminal, Microsoft Office, Analysis, Banking
Education
University of Arkansas 2008 — 2012
BS, Financial Managemtn/Investments
Sumitomo Mitsui Banking Corporation May 2015 - Present
Siemens Financial Services February 2012 - April 2015
Moodys Corporation August 2011 - February 2012
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Investments, Finance, Data Analysis, Microsoft Excel, Fixed Income, Credit Risk, Equities, Financial Reporting, Valuation, Capital Markets, Banking
Education
State University of New York at Albany 2009 — 2011
BS, Financial Analysis, Summa Cum Laude
Nourish Naturals May 2012 - Present
Willow Sage Pearl Design 2011 - Present
Saba March 2000 - April 2001
InsWeb October 1997 - February 2000
Sumitomo Mitsui Banking Corporation June 1996 - October 1997
Education
University of California, Berkeley, Haas School of Business 1994 — 1996
Master of Business Administration (MBA)
The College of William and Mary 1986 — 1990
Bachelor of Arts (BA), Economics & Spanish
The Menil Collection July 2014 - Present
Kay Mason Foundation January 2013 - December 2013
US Bank July 2011 - September 2011
Assured Guaranty 2006 - 2010
BNP Paribas 2001 - 2006
KBC Bank 1998 - 2001
CIBC World Markets 1995 - 1998
Sumitomo Mitsui Banking Corporation 1994 - 1995
JP Morgan Chase 1988 - 1994
Bank of America 1984 - 1988
Skills
Finance, Public Finance, Banking, Capital Markets, Structured Finance, Bonds, Credit Analysis, ESL, EFL, Management, Fixed Income, Financial Structuring, Project Finance, Investment Banking, Derivatives, Securities, Investments, Business Development, Financial Modeling, Portfolio Management
Education
Teachers College of Columbia University 2012 — 2012
Certificate / Teaching English to Speakers of Other Languges, Teaching English as a Second or Foreign Language/ESL Language Instructor
Southern Methodist University 1979 — 1983
BBA, Accounting
Sumitomo Mitsui Banking Corporation September 2015 - Present
Banco Espirito Santo de Investimento SA September 2012 - August 2015
WestLB March 2007 - August 2012
CFS Group April 2003 - February 2006
Provident Group Costa Rica March 2001 - March 2003
Grupo Bursatil Aldesa February 2000 - February 2001
Comision de Promocion de la Competencia February 1997 - January 2000
Skills
Origination, Structured Finance, Structuring, Project Finance, Financial Advisory, Financial Structuring, Loan Origination, Infrastructure, Valuation, Energy, Financial Modeling, Finance, Structured Products
Education
Universidad de Costa Rica 1991 — 1995
Licentiate degree, Bachelor degree, Economics
CFA Institute
CFA Charterholder
Sumitomo Mitsui Banking Corporation May 2013 - Present
Internal Medicine/Hematology – Oncology Clinic September 2012 - March 2013
Netmagic Solutions Pvt Ltd December 2010 - July 2012
Bennett, Coleman & Co. Ltd. (The Times of India Group) July 2010 - October 2010
Cox & Kings March 2009 - October 2009
Bennett, Coleman & Co. Ltd. (The Times of India Group) October 2007 - February 2009
Reliance Communications May 2004 - October 2007
Nortel Networks India Pvt Ltd July 2002 - May 2004
Reliance Digital Retail Ltd. November 2001 - April 2002
Skills
SAP, Problem Solving, Contract Negotiation, Supplier Negotiation, Vendor Management, Asset Managment, Communication, Purchasing, Pricing Analysis, Microsoft Office, Outlook, Asset Management, Sourcing, Supply Chain, MIS, Team Management, Procurement, Project Management, Business Analysis, Business Strategy, Databases, Budgets, Analysis, Forecasting, Management, Software Documentation, Project Planning, Negotiation, Sales, Logistics
Education
NIM 2008 — 2010
Master of Business Administration (M.B.A.), Finance & Procurement
University of Mumbai 1997 — 2000
Bachelor's Degree, Business Administration and Management, General
HR College 1995 — 1997
Associate's Degree, Mathematics and Statistics
Sumitomo Mitsui Banking Corporation October 2011 - Present
RBS Citizens Group formerly known as ABN AMRO Bank December 2001 - October 2011
Mashreqbank January 1993 - September 2001
Skills
User Acceptance Testing, Banking, SWIFT messaging, Fedwire, Chips Payments, HP Quality Center, Sungard IntelliMatch, Financial Services, Management, USD Clearing, Procedure Development, Training Manuals
Education
The Maharaja Sayajirao University of Baroda 1969 — 1974
Bachelor of Science (B.Sc.), Physics, Mathematics and Statistics
Banco Santander January 2014 - Present
Banco Santander August 2011 - December 2013
Sumitomo Mitsui Banking Corporation August 2008 - August 2011
HSH Nordbank AG November 2006 - August 2008
Maple Trade Finance June 2004 - November 2006
Kraft Foods 2002 - 2004
Banco BI Creditanstalt S.A. (HVB Group) June 2001 - March 2002
Investment Bankers & Consulting Partners May 1999 - May 2001
Skills
Commodity, New Business Development, Banking, Credit Risk, Trading, Loans, Structured Finance, Latin America, Corporate Finance, Trade Finance, Sales, Investment Banking, Loan Origination, Team Building, Analysis, Syndications
Education
University of Buenos Aires
B.A., Business Administration
Sumitomo Mitsui Banking Corporation May 2015 - Present
Connor Investment Ideas January 2015 - Present
Xtract Research March 2014 - July 2014
Debtwire April 2007 - March 2014
Skills
Financial Statement..., Credit Analysis, Fixed Income Analysis, Fixed Income, High Yield Bonds, Leveraged Finance, Debt Restructuring, Restrictive Covenants, Investment Valuation, Bloomberg Terminal, Microsoft Excel, PowerPoint, Bonds, Capital Markets, Financial Analysis
Education
State University of New York at Albany
Bachelor of Science (BS), Business Administration and Management, General
Sumitomo Mitsui Banking Corporation July 2015 - Present
Sumitomo Mitsui Banking Corporation July 2013 - July 2015
Ralph Lauren June 2012 - August 2012
Trade PMR September 2011 - December 2011
Skills
PowerPoint, Microsoft Excel, Analysis, Microsoft Office, Microsoft Word, Marketing, Social Media, Outlook, Financial Analysis
Education
University of Florida 2012 — 2013
Master of Arts in International Business, International Business
University of Florida 2009 — 2013
Bachelor of Science in Business Administration, Finance, General
Bank of Tokyo-Mitsubishi UFJ November 2010 - Present
Sumitomo Mitsui Banking Corporation November 2008 - November 2010
IntercontinentalExchange, Inc. January 2008 - November 2008
Moody's Investors Service January 2005 - January 2008
MFSP January 2002 - January 2005
Computer Associates, Inc January 2000 - January 2002
Skills
AIX, Disaster Recovery, Unix Shell Scripting, Solaris, Unix, Shell Scripting, VMware, Virtualization, RedHat, System Administration, Red Hat Linux, Architecture, TSM, Security, ITIL, High Availability, HACMP, Scripting, SAN, Data Center, IBM AIX
Education
University at Buffalo 1995 — 1999
BS, Management Information Systems
Sumitomo Mitsui Banking Corporation July 2015 - Present
Sumitomo Mitsui Banking Corporation June 2012 - June 2015
J.P. Morgan July 2011 - June 2012
Capital One June 2010 - August 2010
Skills
Financial Analysis, Access, Risk Management, Microsoft Excel, Business Analysis, Microsoft Office, PowerPoint, Data Analysis, Microsoft Word, Market Research, Customer Service, Bloomberg, Social Media, Six Sigma, SAP, Outlook
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science (B.S.), Finance
Sumitomo Mitsui Banking Corporation July 2014 - Present
The Blackstone Group October 2012 - May 2014
PrinceTech Consulting January 2012 - October 2012
New York City Department of Education September 2009 - August 2011
Japan Exchange and Teaching Program(me) (JET) July 2007 - July 2008
Barnes & Noble February 2007 - July 2007
University of Southern California Med-COR September 2004 - December 2006
Skills
Curriculum Design, Teaching, Foreign Languages, Teacher Training, Network Security, Networking, Curriculum Development, Classroom, Japanese, Staff Development, Public Speaking, Editing, Community Outreach, Educational Technology, Instructional Design, Tutoring, Microsoft Office, English, ESL, Blogging, IP Networking, Active Directory, SharePoint, Citrix, VPN, ITIL, Blackberry Enterprise..., MobileIron, Oracle E-Business Suite, Salesforce.com, Altiris Deployment..., McAfee, International Education
Education
Teachers College of Columbia University 2008 — 2009
Master of Arts (M.A.), Teaching of English 7-12
University of Southern California 2003 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General, 3.822
Stuyvesant High School 1999 — 2003
Commerzbank AG March 2015 - Present
J.P. Morgan July 2014 - March 2015
Sumitomo Mitsui Banking Corporation October 2011 - July 2014
Arvest Bank August 2006 - October 2011
State of Arkansas 2005 - 2006
Skills
AML, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Outlook, Training, Research, Banking
Education
University of Arkansas 1999 — 2003
BS, Business
Sumitomo Mitsui Banking Corporation September 2014 - Present
Key Private Bank September 2013 - August 2014
KeyBank March 2013 - September 2013
KeyBank September 2012 - March 2013
KeyBank January 2012 - September 2012
The Ministry of Education of Spain September 2010 - June 2011
Meridian Capital Management Group December 2009 - December 2009
Colliers International June 2009 - August 2009
Skills
Financial Modeling, Portfolio Management, Microsoft Excel, Bloomberg, Banking, Risk Management, Valuation, Credit, Investments, Equities, Credit Risk, Mutual Funds, Microsoft Access, Microsoft Office, Moody's Credit Edge, Morningstar Direct, SharePoint, Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2010
BSBA, Finance
Bank of New York Mellon June 2015 - Present
Credit Suisse November 2010 - June 2015
Bridgewater Associates March 2010 - November 2010
Symantec October 2004 - March 2010
Sumitomo Mitsui Banking Corporation August 2004 - October 2004
Credit Suisse August 2003 - August 2004
Katonah Systems, LLC January 2001 - August 2003
Credit Suisse February 2000 - January 2001
Credit Suisse January 1999 - February 2000
Credit Suisse October 1995 - December 1999
Skills
Cloud Computing, IT Strategy, Product Management, IT Service Management, Integration, SaaS, Leadership, Enterprise Architecture, Enterprise Software, Software Development, Data Center, Business Process, ITIL, Business Strategy, Vendor Management, Agile Methodologies, Telecommunications, Strategy, Equities, Management, Virtualization, Program Management, Project Management, Strategic Planning, Go-to-market Strategy, Business Analysis, Disaster Recovery, Governance, Infrastructure
Education
Swarthmore College 1983 — 1988
BA, Religion, Psychology
Bank of the West September 2012 - Present
Bank of Tokyo-Mitsubishi UFJ November 2010 - September 2012
Sumitomo Mitsui Banking Corporation January 2006 - November 2010
Banca Intesa S.p.A. June 2004 - January 2006
BNL Gruppo BNP Paribas February 2000 - June 2004
SanPaolo IMI July 1993 - January 2000
Skills
Credit Analysis, Relationship Management, Banking Relationships, Credit Risk, Banking, Commercial Banking, Financial Analysis, Corporate Finance, Financial Statement..., Credit Evaluation, International Credit, Credit Management, Portfolio Management, Structured Finance, Finance, Credit, Financial Risk, Loans, Financial Modeling, Capital Markets, Financial Structuring, Investments, Risk Management
Education
Università degli Studi di Siena
MS in applied Economics, concentration in Banking, Economic Sciences and Banking
Sumitomo Mitsui Banking Corporation September 2015 - Present
RBS Markets and International Banking August 2014 - September 2015
RBS Markets & International Banking June 2013 - August 2014
RBS Global Banking & Markets August 2010 - June 2013
RBS Global Banking & Markets 2007 - August 2010
GE 1997 - 2007
Skills
Succession Planning, Organizational Design, Employee Engagement, Talent Management, Performance Management, Deferred Compensation, HRIS, Culture Change, HR Transformation, Human Resources, Workforce Planning, Management, Mergers & Acquisitions, Employee Relations, Personnel Management, Onboarding, HR Consulting, HR Policies, Talent Acquisition, Organizational...
Education
University of Connecticut 1987 — 1991
BA, Economics
Sumitomo Mitsui Banking Corporation April 1991 - Present
Skills
Banking, Performance Management, HRIS, Talent Acquisition, Employee Relations, Change Management, Mergers, Credit Analysis, Employee Benefits
Education
Seton Hall University 1979 — 1983
BS, Accounting
Sumitomo Mitsui Banking Corporation May 2015 - Present
Sumitomo Mitsui Banking Corporation December 2014 - May 2015
NSG Pilkington November 2012 - November 2014
Sumitomo Mitsui Banking Corporation April 2011 - November 2012
Sumitomo Mitsui Banking Corporation April 2005 - April 2011
Skills
Corporate Finance, Valuation, Project Finance, Emerging Markets, Due Diligence, Financial Modeling, Mergers, Structured Finance
Education
東京大学 / The University of Tokyo 1992 — 1996
BA, British Studies & International Relations
Volt Delta International June 2011 - December 2014
Independent Consultant May 2009 - June 2011
Berdon LLP 2007 - 2009
Kroll 2003 - 2007
Deutsche Bank 2000 - 2004
Sumitomo Mitsui Banking Corporation 1991 - 2000
Skills
Accounting, Financial Analysis, Finance, Financial Reporting, Valuation, Litigation Support, Due Diligence, Financial Modeling, Forensic Accounting, Strategic Planning, Credit Analysis, Fraud, Financial Services, Debt Restructuring, Loans, Forensic Analysis, Risk Management
Education
University of Houston
Post Baccalaureate Studies, Accounting
University of Missouri-Columbia
BSBA, Economics
SunTrust Robinson Humphrey April 2011 - Present
Rabobank International March 1998 - April 2011
Sumitomo Mitsui Banking Corporation 1995 - 1998
National Irish Bank July 1993 - March 1995
Barclays Bank January 1992 - July 1993
Skills
Credit Risk, Credit Analysis, ISDA, Portfolio Management, Investment Banking, Team Building
Education
Michael Smurft Graduate School of Business 1990 — 1991
M.B.S., Finance
University College Dublin 1987 — 1990
BComm, Banking and Finance
Microsoft February 1999 - September 2010
Symantec 2005 - 2006
Sumitomo Mitsui Banking Corporation July 1996 - January 1999
Skills
Program Management, Visio, Vendor Management, Project Delivery, Business Analysis, Project Management, Process Improvement, Change Management, SharePoint
Education
University of Nebraska-Lincoln 1990 — 1993
Bachelor of Science (BS), Speech Communication and Rhetoric
上智大学 / Sophia University 1989 — 1990
Associate of Arts and Sciences (AAS), English Language and Literature/Letters
Shenkman Capital Management January 2015 - Present
Sumitomo Mitsui Banking Corporation July 2014 - December 2014
University at Albany School of Business Investment Group September 2012 - May 2014
KPMG October 2013 - January 2014
Bank of America June 2013 - August 2013
Duff & Phelps February 2013 - March 2013
The Ayco Company, L.P. October 2012 - February 2013
The Ayco Company, L.P. January 2012 - October 2012
Swarovski October 2011 - August 2012
Pictometry International Corp. June 2011 - August 2011
Skills
Financial Modeling, Investments, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Economics, Portfolio Management, Accounting, Public Speaking, Word, Excel, Access, Technical Analysis, Fundamental Research, Bloomberg, Hedge Funds, Energy Industry, FX trading, Fixed Income Analysis, Trading, Financial Analysis, Research
Education
State University of New York at Albany 2010 — 2014
Bachelor of Science (BS), Financial Analysis Honors Program & Accounting, 3.5
BROAD BROOK FINANCIAL LLC July 2013 - Present
HARTFORD INVESTMENT MANAGEMENT COMPANY 2008 - 2012
BANK OF TOKYO-MITSUBISHI UFJ TRUST COMPANY 2005 - 2008
SUMITOMO MITSUI BANKING CORPORATION 2004 - 2005
DEUTSCHE POSTBANK 1998 - 2002
HORIZON MANUFACTURING CORPORATION 1997 - 1998
NATIONSBANK CORPORATION 1995 - 1997
XEROX CORPORATION 1991 - 1995
OPPENHEIMER & COMPANY May 1990 - June 1990
LONDON STOCK EXCHANGE January 1990 - May 1990
Education
University of Rochester - Simon Business School 1992 — 1995
Master of Business Administration (MBA), Finance
Washington University in St. Louis 1987 — 1991
Bachelor of Science (BS), Business Administration / Finance
Sumitomo Mitsui Banking Corporation July 2015 - Present
Sumitomo Mitsui Banking Corp July 2011 - June 2015
Sumitomo Mitsui Banking Corporation November 2007 - June 2011
Commerce Bank 2005 - 2007
Commerce Bank July 2004 - April 2005
Skills
Financial Statement..., Credit, Portfolio Management, Analysis, Credit Analysis, Marketing, Corporate Finance, Financial Modeling, Credit Risk, Banking, Financial Analysis, Loans, Valuation, Bloomberg, Commercial Banking, Leveraged Finance, Finance, Financial Structuring
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
BA, Finance/Economics
Premier Debt Solutions llc. October 2010 - Present
Carlisle & Gallagher Consulting Group June 2014 - March 2015
Tata Consultancy Services May 2011 - May 2014
Houlihan Lokey May 2009 - June 2011
Consulting May 2007 - May 2009
TSYS Acquiring Solutions March 2006 - April 2007
JPMorgan Chase (formerly Washington Mutual and Providian Financial) February 2005 - March 2006
Strativa, Inc. 2002 - 2004
Bayshore Consulting 1992 - 2001
Sumitomo Mitsui Banking Corporation March 1990 - September 1991
Skills
Management Consulting, Strategic Planning, Credit Cards, Banking, Prepaid Cards, Debit Cards, Profitability Analysis, Corporate Finance, Business Strategy, Financial Analysis, Strategy Development, Business Planning, Marketing Strategy, Payments, Mergers, Mentoring, Mobile Payments, Negotiation, Strategy, Mergers & Acquisitions, Analysis, Finance, Executive Management, Business Development, Portfolio Management, Financial Services, Management, Analytics, Due Diligence, Process Improvement, Venture Capital, Investments, Valuation, Program Management, Restructuring, Governance, Consulting, Capital Markets, Integration, Business Process..., Strategic Partnerships, Risk Management, Segmentation, Product Development, Competitive Analysis, Acquisition Integration, Cards, Strategic Consulting, Training, Financial Modeling
Education
University of California, Los Angeles - The Anderson School of Management 1987 — 1989
MBA, International Business
University of California, Santa Barbara 1981 — 1985
B.A., Business Economics, highest honors
Retired July 2014 - Present
Sumitomo Mitsui Banking Corporation 1993 - Present
Self Employed Photographer / Designer / Writer 1976 - 1993
Skills
Editing, French, English, Proofreading, Research, Blogging, Leadership, Public Speaking, Travel Photography, Social Media, Customer Service, Nonprofits, Analysis, Creative Writing, Teaching
Education
University of Michigan 1966 — 1970
BA, English Language and Literature/Letters
Université Paris-Sorbonne 1968 — 1968
HSBC August 2015 - Present
Sumitomo Mitsui Banking Corporation August 2014 - August 2015
JPMorgan Chase November 2011 - August 2014
EHCCI June 2010 - November 2011
Friends Seminary August 2006 - June 2010
USA TODAY 2005 - 2006
Skills
Team Management, Software Project..., Training & Development, Account Management, Banking, Credit, Customer Service, Data Analysis, Employee Training, Event Management, Event Planning, Leadership, Leadership Development, Management, Microsoft Excel, Operations Management, Performance Management, PowerPoint, Process Improvement, Project Management, Public Speaking, Recruiting, Sales, Team Building, Teamwork, Training, Vendor Management, Analysis, Research, Risk Management, Strategic Planning, Team Leadership, Customer Satisfaction, Time Management, Access, Coaching, Call Centers, Quality Assurance, Human Resources
Education
St. Joseph's College 2007 — 2009
MS, Management
St. Joseph's College 2007 — 2009
MBA, Business Administration
Sumitomo Mitsui Banking Corporation April 2015 - Present
FactSet February 2014 - April 2015
Merrill Edge January 2013 - November 2013
Merrill Lynch May 2011 - December 2012
Merrill Lynch June 2010 - August 2010
Skills
Series 63, PowerPoint, Finance, Financial Analysis, Data Analysis, Financial Modeling, Investment Management, Wealth Management, Financial Services, Strategic Financial..., Series 7, Investments, Microsoft Excel, Microsoft Office, Analysis, Portfolio Management
Education
University of Richmond 2007 — 2011
University of Richmond - Robins School of Business 2007 — 2011
BSBA, Finance and Accounting
shaker high school
Morgan Stanley 2004 - Present
Morgan Stanley 2004 - 2007
BNP Paribas 1996 - 2004
Credit Suisse 1991 - 1996
Sumitomo Mitsui Banking Corporation 1989 - 1991
Skills
Private Equity, Derivatives, Alternative Investments, Capital Markets
Education
University of Colorado at Boulder 1986 — 1988
Bachelor of Science (BS), Finance, General
Wake Forest University 1984 — 1986
Spanish Language and Literature
Stern Brothers & Co. September 2013 - Present
West Windsor Parking Authority June 2003 - Present
Sumitomo Mitsui Banking Corporation September 2008 - July 2012
Oppenheimer & Co. 2007 - September 2008
Structured Financial Stragies, LLC August 2006 - September 2007
HypoVereinsbank - UniCredit Bank AG September 1996 - June 2006
Toronto Dominion Bank January 1994 - September 1996
UBS June 1990 - December 1993
National Westminster Bank June 1987 - May 1990
Security Pacific Capital Markets Group, Inc. September 1984 - August 1987
Skills
Investment Banking, Capital Markets, Bonds, Credit, Structured Finance, Public Finance, Portfolio Management, Derivatives, Credit Analysis, Financial Structuring, Finance, Securities, Banking, Financial Modeling, Fixed Income, Financial Services, Corporate Finance, Financial Risk, Loans, Wealth Management, Commercial Banking, Financial Advisory, Financial Institutions, Credit Risk, Direct Purchase Loans
Education
The University of Texas at Austin
BBA, Finance
Halstead Property June 2013 - Present
DIGIWAXX MEDIA January 2006 - Present
Metro New York Chapter National Black MBA Association January 2014 - Present
Metro New York Chapter National Black MBA Association January 2012 - December 2013
Metro New York Chapter National Black MBA Association January 2010 - December 2011
Sumitomo Mitsui Banking Corporation January 2004 - December 2005
Bank of America February 2001 - April 2004
GCI December 1999 - February 2001
MetLife February 1999 - November 1999
State Farm January 1993 - August 1996
Education
The University of Texas at Austin 1996 — 1998
MBA
Temple University - Fox School of Business and Management 1987 — 1992
BBA
Career Services September 2014 - Present
The Next Step Realty December 2014 - Present
Sumitomo Mitsui Banking Corporation June 2015 - August 2015
MIK Fund Services June 2012 - September 2012
Skills
Research, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Event Planning, Photoshop, Customer Service, Leadership, Spanish, Editing, Fundraising
Education
Wharton School, University of Pennsylvania 2013 — 2017
Bachelor of Science (B.S.), Finance, Marketing, Minor in French
Hunter College High School 2007 — 2013
Sumitomo Mitsui Banking Corporation August 2010 - Present
Norddeutsche Landesbank July 2007 - July 2010
Public-Private Infrastructure Advisory Facility (PPIAF) September 2006 - July 2007
The World Bank April 2004 - May 2006
Skills
Project Finance, Structured Finance, Financial Structuring, Financial Modeling, Loans, Financial Analysis, Renewable Energy, Energy, Credit Analysis, Due Diligence, Loan Origination, Valuation, Wind, Solar Energy, Private Placements, Interest Rate Swaps, Natural Gas, Portfolio Management, Risk Management, Emerging Markets, Banking, Finance
Education
University at Buffalo
Bachelors of Science, Electrical Engineering
Sumitomo Mitsui Banking Corporation June 2013 - Present
Rosemount Capital Management, LLC July 2005 - June 2012
WestLB July 2003 - December 2004
HVB Group 1997 - 2003
BHF-BANK January 1991 - August 1997
Morgan Stanley 1988 - 1990
Wells Fargo 1981 - 1984
Skills
Credit Risk, Capital Markets, Banking, Financial Institutions, Structured Finance, Emerging Markets, Derivatives, Trade Finance, Hedge Funds, CFOs, Microsoft Excel, QuickBooks, FAS 157, German, AML, KYC, Investment Valuation, Fund Accounting, Portuguese, Microsoft Dynamics, Finance, Financial Reporting, Start-ups, Corporate Finance, Credit, Investment Banking, Investments, Portfolio Management
Education
Stanford University Graduate School of Business 1986 — 1988
MBA, Finance
Yale University 1977 — 1981
BA, Music
Linton High School '77 1974 — 1977
Lloyds Bank May 2014 - Present
RBS Markets & International Banking April 2011 - March 2014
Bank of America July 2007 - April 2011
Sumitomo Mitsui Banking Corporation May 2005 - June 2007
Skills
Banking, Trade Finance, Loans, Commercial Banking, Loan Origination, Credit, Treasury Management, Investment Banking, FX Options, Corporate Finance, Fixed Income, Payments, Legal, Commodity, Financial Risk, Credit Risk, Trading, Financial Structuring
Education
Nottingham University 2002 — 2003
Master of Laws (LL.M.), International Commercial Law
FGV MBA 1999 — 2000
Master of Business Administration (MBA), Business Administration and Management, General, GPA 9.3
Sumitomo Mitsui Banking Corporation September 2015 - Present
Sumitomo Mitsui Banking Corporation October 2014 - Present
PNC August 2011 - September 2014
University of Delaware September 2010 - May 2011
SePyME - Ministerio de Industria June 2010 - September 2010
Federated Investors June 2009 - September 2009
Skills
Spanish, Financial Analysis, Trade Finance, Banking, Finance, Microsoft Office
Education
University of Delaware 2007 — 2011
B.S, Finance, International Business
Sumitomo Mitsui Banking Corporation June 2015 - August 2015
Laidlaw & Company UK Ltd. January 2015 - May 2015
Advanced Portfolio Management LLC August 2014 - January 2015
Premiere Energy Auctions January 2013 - June 2013
Skills
Microsoft Office, Business Development, Sales, Management, Leadership, Research, Financial Analysis, Financial Modeling, Valuation, Sales Management, Product Development, Portfolio Management, Lease Financing
Education
The College of New Jersey 2013 — 2017
Bachelor of Science (B.S.), Finance and Economics
Investment Banking Institute 2015 — 2015
Financial Modeling and Valuation
Goldman Sachs June 2015 - August 2015
Sumitomo Mitsui Banking Corporation June 2014 - August 2014
The Wharton School August 2013 - December 2013
Mondelēz International May 2013 - July 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Research, Leadership, Social Networking, Data Analysis, Strategy
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science (B.S.), Economics
Livingston High School 2008 — 2012
Sumitomo Mitsui Banking Corporation December 2013 - Present
UBS Investment Bank August 2012 - August 2013
Annaly Capital Management June 2011 - August 2011
Skills
Financial Analysis, Market Research, Microsoft Excel, Strategic Planning, Financial Modeling, Bloomberg Terminal, Structured Products, Equity Valuation, Change Management, Offshoring, Indian Classical Music, Intangible Assets, Heavy Lifting, Investments, Corporate Finance, Investment Banking
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance
IDB Bank February 2013 - Present
Bayerische Landesbank May 2005 - February 2013
Rabobank August 2000 - July 2004
Sumitomo Mitsui Banking Corporation February 1996 - August 2000
Skills
Credit Analysis, Credit Risk, Real Estate Finance, Credit, Underwriting, Loans, Capital Markets, Investment Banking, Financial Modeling, Portfolio Management, Real Estate Economics, Banking, Corporate Finance, Financial Structuring, Structured Finance, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance / International Business
The George Washington University
Fortress Investment Group - Private Equity September 2013 - Present
Fortress Investment Group January 2013 - September 2013
Sumitomo Mitsui Banking Corporation February 2012 - August 2012
Brown Brothers Harriman April 2011 - February 2012
Brown Brothers Harriman April 2010 - April 2011
Price Waterhouse Coopers January 2010 - April 2010
Cadbury Schweppes Americas Beverages June 2006 - August 2007
Skills
Bloomberg, ACH, Fixed Income, CRM, Bloomberg Terminal, SWIFT payments, SWIFT messaging, Project Management, Product Management, Product Development, Treasury Services, Wire Transfers, Project Planning, NACHA, Client Education, Building Brand Awareness, Services Marketing, Promotions, Remote Deposit Capture, Check 21, Fedwire, Cognos, ERP, Certified Treasury..., Equities
Education
Siena College 2004 — 2008
Bachelor of Science, Finance
Sumitomo Mitsui Banking Corporation July 2015 - Present
Sumitomo Mitsui Banking Corporation September 2013 - June 2015
Sumitomo Mitsui Banking Corporation April 2013 - September 2013
Sumitomo Mitsui Banking Corporation June 2010 - March 2013
Texas Pacific Group August 2011 - October 2011
Sumitomo Mitsui Banking Corporation April 2007 - July 2008
Bank of Japan April 2005 - March 2007
Sumitomo Mitsui Banking Corporation April 2000 - March 2005
Skills
Valuation, Investment Banking, Finance, Funding, Private Equity, Capital Markets, Corporate Finance, Derivatives, Due Diligence, Fixed Income, Investments, Mergers, LBO, Leveraged Finance, Venture Capital
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Waseda University 1996 — 2000
B.A., Law
Macy's September 2014 - Present
Macys.com April 2013 - September 2014
Sumitomo Mitsui Banking Corporation June 2011 - August 2011
New York Junior Tennis League May 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Budgets, Access, Data Entry, Leadership, Management, Public Speaking, Time Management
Education
SUNY Albany 2007 — 2011
Bachelor of Science (B.S.), Accounting and Business/Management
Rabobank July 2012 - Present
Societe Generale June 2003 - June 2012
Sumitomo Mitsui Banking Corporation December 1999 - June 2003
Citibank 1997 - 1999
Skills
Structured Finance, Derivatives, Investment Banking, Commodity, Capital Markets, Structured Products, Credit Analysis, Syndications, Financial Structuring, Trade Finance, Corporate Finance, Banking, FX Options, Financial Markets, Finance, Commercial Banking, Financial Analysis, Credit Risk
Education
University of Delaware 1993 — 1997
Bachelor's degree, Business Administration, Management and Operations
Sumitomo Mitsui Banking Corporation June 2011 - Present
BNY Mellon November 2002 - July 2011
TradeCard Inc. September 2000 - November 2002
Ladenburg Thalman & Co. Inc December 1996 - October 1997
Skills
Lotus Notes, Databases, CRM, Business Analysis, Integration, Project Management, SDLC, Microsoft SQL Server, Banking, Requirements Analysis, Financial Services, Web Applications, Software Project...
Education
University of Massachusetts, Amherst 1993 — 1995
Bank of Tokyo-Mitsubishi UFJ June 2015 - Present
China Construction Bank (Asia) Corporation Ltd. March 2014 - May 2015
JPMorgan Chase November 2013 - December 2013
KBC Bank & Verzekering August 2011 - September 2013
HSBC Private Bank July 2011 - August 2011
TD Bank Group May 2011 - July 2011
Citi August 2010 - May 2011
AMERICAN EXPRESS November 2007 - July 2008
Sumitomo Mitsui Banking Corporation February 2007 - October 2007
Franklin Templeton Investments August 2006 - January 2007
Skills
AML, USA PATRIOT Act, Bank Secrecy Act, KYC, OFAC, Fraud, Financial Risk, Banking, Risk Management, Due Diligence, Risk Assessment, Securities, Operational Risk, Retail Banking, Investigation, Payments, Transaction Processing, Regulations, Private Banking, Anti Money Laundering, Credit, Financial Institutions, Internal Audit, Finance, Operational Risk..., Hedge Funds, Financial Services, Certified Anti-Money..., Financial Regulation, Private Investigations, Correspondent Banking, Credit Risk, Credit Cards
Education
University at Buffalo 1986 — 1992
B.A, Geography- Specializing in International Business /World Commerce
University at Buffalo
Bachelor's degree, International Business-Geogrphy
Sumitomo Mitsui Banking Corporation April 2011 - Present
Thomson Reuters August 2006 - June 2011
Atlas Trading September 2005 - August 2006
Rocky Mountain Investment Management, LLC January 2002 - May 2005
Skills
Business Development, Capital Markets, Competitive Analysis, Equities, Project Finance, Trading, Valuation, Investor Relations
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2005
Finance & Accounting
Perennial Software July 2011 - Present
Barnes & Noble September 2007 - March 2014
Half Price Books April 2011 - July 2011
Fox-International, Ltd. November 2010 - March 2011
Accentuate Security, Inc., December 2004 - January 2008
National City Bank January 2003 - November 2004
Sumitomo Mitsui Banking Corporation July 1999 - November 2002
Skills
Training, Training Delivery, Employee Training, Technical Documentation, Documentation, Customer Service, Customer Satisfaction, Computer Security, Public Speaking, Analysis, Disaster Recovery, Security, Management, Information Security, PCI DSS, IT Strategy, Sales, CISSP, Project Management, Enterprise Software, Troubleshooting, Retail, CRM, Program Management, Consulting, Business Continuity, Information Security..., Network Security, Budgets
Education
Southern Methodist University
Bachelor of Arts, History major, minor in English
Grandpoint Bank September 2013 - Present
Grandpoint Bank March 2010 - September 2013
Sumitomo Mitsui Banking Corporation December 2007 - March 2009
Preferred Bank May 2007 - December 2007
Far East National Bank August 2005 - May 2007
Far East National Bank September 2003 - August 2005
State Street IMS February 2003 - September 2003
Skills
Banking, Business Process..., Cash Management, Commercial Banking, Commercial Lending, Commercial Real Estate, Credit, Credit Analysis, Finance, Financial Analysis, Financial Risk, Leveraged Finance, Loans, New Business Development, Portfolio Management, Underwriting, Financial Modeling, Risk Management
Education
University of Washington 2014 — 2016
Pacific Coast Banking School
University of Southern California - Marshall School of Business 2005 — 2008
MBA, Corporate Finance / Real Estate Finance
University of California, Irvine 1999 — 2003
BA, Economics / Minor: Management
BMO Capital Markets February 2013 - Present
BBVA December 2011 - January 2013
Sumitomo Mitsui Banking Corporation February 2011 - December 2011
Deutsche Bank October 2007 - October 2010
JP Morgan April 2007 - August 2007
Citigroup July 2004 - April 2007
Bear Stearns July 2002 - January 2004
Margolin, Winer & Evens LLP 2000 - 2002
Skills
Fixed Income, CPA, IFRS, VBA, Pivot Tables, Bonds, Structured Products, ABS, CDO, SAP, US GAAP reporting, FAS 157, Macro, Vlookup, FX, Derivatives, Supervisory Experience, Credit, FX Options, Securitization, US GAAP, Variance Analysis, Product Control, Account Reconciliation, Accounting, Financial Statements, Finance, Essbase, Trading, Capital Markets, Securities, Middle Office, General Ledger, Options, Portfolio Management, Auditing, GAAP, Internal Audit, Emerging Markets, Bloomberg, Credit Derivatives, Treasury, Valuation, Swaps, Interest Rate..., Hedge Funds, Corporate Finance, Financial Audits, Financial Modeling, Analysis
Education
State University of New York at Albany
Bachelor of Science (B.S.), Accounting
MUFG Americas February 2011 - Present
LanguageMate July 2010 - March 2011
Sumitomo Mitsui Banking Corporation May 2007 - July 2010
American Express June 2006 - May 2007
Skills
Market Research
Education
Temple University - Fox School of Business and Management 2001 — 2005
Sumitomo Mitsui Banking Corporation April 2015 - Present
Multiple Non Profit Organizations September 2013 - 2015
Backbone Consulting June 2012 - August 2013
SGS November 2011 - May 2012
Wipro Technologies & Open Systems Technologies (Citibank) June 2011 - November 2011
RCM Technologies 2005 - 2010
Instcomp Inc 2004 - 2005
Sierra Atlantic Ltd 2003 - 2004
Ramco Systems 2002 - 2003
Co 1997 - October 2000
Skills
Oracle Financials, Project Coordination, Business Analysis, Oracle, ERP, Management, Requirements Analysis, Project Management, Leadership, Visio, Business Process, Vendor Management, User Acceptance Testing, Testing, Business Process..., CRM, Software Project..., Budgets, Team Management, Consulting, Microsoft Project, Documentation, Oracle E-Business Suite, Oracle Applications
Education
DSRC Chennai 2002 — 2002
Oracle Financials, Oracle Financial modules
University of Madras 1996 — 2001
BA BL, Law
Institute of Chartered Accountants 1997 — 2000
CA Inter, Accountancy
Sumitomo Mitsui Banking Corporation January 2013 - Present
Sumitomo Mitsui Banking Corporation April 2008 - Present
Thelen Reid Brown Raysman & Steiner LLP July 2007 - April 2008
Thelen Reid Brown Raysman & Steiner July 2007 - March 2008
Sumitomo Mitsui Banking Corporation September 2003 - July 2007
Wedbush Morgan Securities July 1998 - September 2002
Skills
Risk Management, Employee Engagement, Business Planning, Talent Acquisition, Banking, Employee Relations, Personnel Management, HRIS, Human Resources, Financial Analysis, Employee Benefits, Mergers, Credit Analysis, Change Management, Training, Deferred Compensation, Credit, Microsoft Excel, Vendor Management, HR Policies, Corporate Finance, Strategy, Performance Management, Onboarding, Microsoft Office, Organizational..., Loans, Project Management, Benefits Administration, Financial Modeling, Recruiting
Education
University of Southern California
University of Southern California
Bachelor of Arts
University of Tulsa
BA
AIG October 2012 - Present
BNP Paribas January 2011 - November 2011
Commerzbank AG March 2010 - October 2010
Royal Bank of Scotland Group November 2009 - December 2009
HSBC July 2005 - July 2009
Credit Agricole CIB July 2004 - June 2005
Sumitomo Mitsui Banking Corporation December 2002 - July 2004
Moody's Investors Service September 1999 - September 2002
Moody's Investors Service May 1998 - September 1999
CLUETT, PEABODY & CO., INC November 1997 - May 1998
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Compustat, Lotus Notes, Factiva, Bloomberg, Thomson One Analytics, Banking, Corporate Finance, Portfolio Management, Credit Analysis, Credit Risk, Valuation, Analysis, Due Diligence, Loans, Financial Risk, Fixed Income, Investments, Finance, Accounting, Insurance, Structured Finance, Capital Markets, Derivatives, Risk Management, Investment Banking, Bonds, Market Risk
Education
Moody's Investors Service 2000 — 2002
Certification, Certificate in Credit Analysis
NEW YORK UNIVERSITY 1999 — 2001
Continuing Education - Certification in Credit Analysis, Certificate in Credit Analysis
State University of New York at Buffalo - School of Management 1993 — 1997
Bachelor of Science, Finance, Business Administration
Brooklyn Technical High School 1989 — 1993
H.S. Diploma, Computer Science
Sumitomo Mitsui Banking Corporation February 2013 - Present
AIG 2011 - Present
Bertelsmann Direct N.A. February 2008 - August 2011
Chase Manhattan Bank 1975 - 2007
JPM Chase 1975 - 2007
Skills
Vendor Management, Banking, Risk Management, SDLC, Business Analysis, Enterprise Architecture, PMO, IT Strategy, Business Continuity, Disaster Recovery, Visio, Relationship Management, Process Improvement, Project Portfolio..., Program Management, User Acceptance Testing, Portfolio Management, Software Project..., PMP, Quality Center, Credit, IT Management, Requirements Analysis, Analytics, Leadership, Quality Assurance, Data Center, Business Process..., Integration, Requirements Gathering
Education
United States Military Academy at West Point 1997 — 2000
Sumitomo Mitsui Banking Corporation November 2007 - Present
McAlister Company November 2004 - May 2007
KML Interests January 2003 - November 2004
Enron Corp. May 1995 - December 2002
Enron Corp. 1995 - 2002
Enron International 1996 - 1999
Enron International 1996 - 1999
Toronto Dominion Bank February 1989 - May 1995
Continental Bank June 1983 - February 1989
Exxon Corp. June 1979 - June 1983
Skills
Energy, Project Finance, Commodity, Corporate Finance, Energy Industry, Natural Gas, Financial Modeling, Loans, Management, Risk Management, Mergers & Acquisitions
Education
University of Houston 1980 — 1983
MBA, Finance
Texas A&M University 1975 — 1979
BS, Mechanical Engineering
PwC September 1996 - Present
Sumitomo Mitsui Banking Corporation 1989 - 1991
Skills
Tax, Audit, Accounting, IFRS, Internal Controls, Financial Accounting, SOX, Financial Reporting, Auditing, Corporate Tax, Assurance, Tax Compliance, Income Tax, External Audit, US GAAP, International Tax
Education
The University of British Columbia 1992 — 1996
BComm, Accounting
Sophia University 1985 — 1989
Laws
Credit Suisse April 2013 - Present
Macquarie Group August 2010 - April 2013
Sumitomo Mitsui Banking Corporation May 2009 - July 2010
Barclays Capital March 2009 - May 2009
Lehman Brothers February 2004 - October 2008
Wachovia Securities October 2000 - February 2004
Skills
Fixed Income, AML, Alternative Investments, Private Equity, Investment Banking, Capital Markets, Equities, Securities, Derivatives, Hedge Funds, Asset Management, Bloomberg, Financial Risk, Financial Markets, Financial Services, Options, Prime Brokerage, Series 7, Structured Products, Trading
Education
Syracuse University 1996 — 2000
Teaneck High School
US Bank October 2014 - Present
US Bank July 2013 - October 2014
US Bank August 2010 - July 2013
Sumitomo Mitsui Banking Corporation October 2008 - August 2010
Financial West Group June 2007 - October 2008
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Investment Banking, Fixed Income, Management, Portfolio Management, Valuation, Banking, Microsoft Office, Sales, Securities, Investments
Education
University of California, Davis
Sumitomo Mitsui Banking Corporation May 2011 - Present
Toyota Financial Services September 2009 - June 2011
Sumitomo Mitsui Banking Corporation 2004 - 2009
Sony Pictures Entertainment 2003 - 2004
Sony Pictures Entertainment 1998 - 2003
Wilshire Associates 1996 - 1998
Skills
Financial Analysis, Analysis, Portfolio Management, Accounting, Financial Modeling, Investments, Banking, Finance, Loans, Credit, Credit Analysis, Corporate Finance, Credit Risk, Financial Risk, Management
Education
University of Southern California - Marshall School of Business 1999 — 2002
University of California, Berkeley 1991 — 1995
BA, Economics
Sumitomo Mitsui Banking Corporation July 2013 - Present
Lloyds TSB November 2008 - July 2013
Fortis Capital Corp. December 2005 - November 2008
Societe Generale August 1999 - December 2005
Bear Stearns September 1996 - August 1999
PaineWebber September 1995 - September 1996
Skills
Fixed Income, Portfolio Management, Asset Managment, Private Equity, Credit Risk, Equities, Banking, Financial Institutions, Capital Markets, Structured Products, Financial Structuring, Derivatives, Financial Risk
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance
University of North Carolina at Chapel Hill 1991 — 1995
BA, Economics
SMBC April 2010 - Present
Sumitomo Mitsui Banking Corporation October 2005 - March 2010
Skills
Karate 2nd Dan of Black..., Strategic Planning, Structured Finance, Investments, Mergers & Acquisitions, Banking, Capital Markets, Private Equity, Risk Management, Emerging Markets, Portfolio Management, Due Diligence, Financial Analysis, Corporate Finance, Financial Modeling, Investment Banking
Education
東京外国語大学 1982 — 1986
BS, German Literature
Sumitomo Mitsui Banking Corporation January 2015 - Present
First Data Corporation September 2006 - January 2015
Citigroup September 2004 - July 2006
International Decision Systems September 1999 - September 2004
Education
St. Cloud State University
Bachelor of Science, Business Computer Information System
University of St. Thomas
Master, Software Engineering
United States Army Reserve December 2010 - Present
Sumitomo Mitsui Banking Corporation November 1992 - Present
Skills
Risk Management, FX Options, Fixed Income, Financial Risk, Derivatives, Equities, Trading, Asset Management, Investment Banking, Technical Analysis, FX trading, Analysis, Currency, FX Spot, Bloomberg, Financial Markets, Capital Markets, Trading Systems, Hedge Funds, Electronic Trading, Options
Education
University of Notre Dame 1984 — 1988
Bachelor of Business Administration, Finance
Don Bosco Preparatory 1980 — 1984
High School
Sumitomo Mitsui Banking Corporation June 2013 - Present
Manufacturers Bank June 2011 - June 2013
Wilshire State Bank October 2008 - June 2011
Skills
Commercial Lending
Education
University of California, Los Angeles 1998 — 2003
Bachelor of Arts (B.A.), International Economics
Vanderbilt University August 2007 - Present
Sumitomo Mitsui Banking Corporation April 1999 - July 2007
Education
Vanderbilt University 2007 — 2009
Master, Business
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
MBA, Strategy, Finance
The University of Tokyo 1994 — 1999
Bachelor, Law
Plante & Moran February 2008 - Present
Bank of America July 1998 - November 2007
Sumitomo Mitsui Banking Corporation July 1988 - March 1998
Lloyds Bank 1988 - 1998
Education
University of Illinois at Chicago 1981 — 1984
Spanish
Sumitomo Mitsui Banking Corporation October 1999 - Present
Skills
Structured Finance, Financial Structuring, Syndications, Credit Analysis, Capital Markets, Investment Banking, Project Finance, Credit Risk, Corporate Finance, Leveraged Finance, Debt Restructuring, Emerging Markets, Structured Products, Securitization
Education
Siena College
BS, Finance
Sumitomo Mitsui Banking Corporation June 1997 - Present
Skills
Credit Risk, Corporate Finance, Real Estate, Credit, Financial Structuring, Financial Modeling, Financial Analysis, Bonds, Portfolio Management, Equities, Banking, Fixed Income, Commercial Banking, Investments, Securities, Leveraged Finance, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
Master of Business Administration (M.B.A.), Corporate Finance
Tulane University 1989 — 1993
BA, International Relations
UniCredit Bank AG March 2013 - Present
UniCredit Bank AG August 2010 - Present
Fortis January 1994 - June 2010
Bank of Montreal 1992 - 1993
Sumitomo Mitsui Banking Corporation 1989 - 1992
Bank of New England 1988 - 1989
Education
University of Connecticut 1998 — 2000
MBA, Finance and Information Technology
University of Hartford 1984 — 1988
BSBA, Economics and Finance
Trumbull High School 1980 — 1984
Federal Reserve Bank April 2012 - Present
Federal Reserve Bank of San Francisco November 1971 - Present
Wells Fargo April 1979 - March 1988
Sumitomo Mitsui Banking Corporation August 1971 - November 1971
Education
UCLA 1970 — 1971
Master's degree, International Economics
University of California, Berkeley 1966 — 1970
Bachelor's degree, Economics
Sumitomo Mitsui Banking Corporation January 2015 - Present
Single Stop September 2013 - January 2015
Independent Advisory and Consulting Services January 2012 - August 2013
Willis January 2009 - December 2011
American Century Investments November 2001 - May 2008
Goldman Sachs May 1985 - November 2001
Philip Morris Companies, Inc. 1980 - 1985
Skills
Total Rewards, Broad-based Compensation, Executive Compensation, Employee Benefits, Performance Management, Talent Management, Talent Acquisition, Leadership Development, Training & Development, Change Leadership, Employee Relations, Expatriate Management, Employee Engagement, Coaching, HR Metrics, Program Management, M&A due diligence, Diversity & Inclusion, Change Management, Executive Pay, Executive Management, Due Diligence, Human Resources, Employee Training, Leadership, Training, Management, Organizational..., Strategy, Personnel Management, Organizational Design, HRIS, HR Policies, HR Consulting, Deferred Compensation, Employment Law, Vendor Management, Organizational..., Workforce Planning, Onboarding, Benefits Administration, Compensation & Benefit, HR Transformation, Team Building, Applicant Tracking..., Recruiting, Mergers & Acquisitions, Executive Search, Business Planning, Interviews
Education
University of Michigan
B.A., Pre-legal Studies
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
Sumitomo Mitsui Banking Corporation May 2006 - Present
Skills
Loans, Credit Analysis, Syndications, Letters Of Credit, Commercial Lending, Banking, Credit, Commercial Banking, Cash Management, Small Business Lending, Risk Management, Portfolio Management
Education
SUNY OSWEGO 1991 — 1996
Bachelor of Science (BS), Accounting
Select Equity Group, L.P. April 2011 - Present
Select Equity Group April 2009 - Present
JPMorgan Chase 2006 - April 2009
UBS 2005 - 2006
SG Cowen 2004 - 2005
Merrill Lynch 2000 - 2004
DTCC 1999 - 2000
Sumitomo Mitsui Banking Corporation 1993 - 1999
Sperry Univac 1988 - 1992
Skills
Telerik, Telerik Controls, Business Analysis, Change Management, Derivatives, Disaster Recovery, Equities, Fixed Income, Infrastructure, Investment Banking, Management, Options, Oracle, Project Management, Quality Assurance, SDLC, Software Development, Strategy, Sybase, Testing, Trading, Unix, Vendor Management, Trading Systems
Education
United States Air Force Academy 1976 — 1980
GCA Savvian November 2014 - Present
Sagent Advisors, LLC October 2007 - November 2014
Daiwa Securities America Inc. 2001 - 2007
Sumitomo Mitsui Banking Corporation 1993 - 2001
AEG Corporation 1991 - 1993
Charterhouse Group, Inc. 1987 - 1990
Skills
Corporate Finance, Financial Modeling, Investment Banking, Valuation, Mergers, Corporate Development, Due Diligence, Financial Analysis, Private Equity, Mergers & Acquisitions, Strategy, M&A experience, Business Strategy, Capital Markets, Start-ups, LBO, Financial Markets, Management, Venture Capital, Private Placements, Business Development, Divestitures, Business Valuation, Capital Raising, Restructuring
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance
The University of Manchester 1976 — 1979
BA, Economics
St. Paul's School 1971 — 1975
Wells Fargo Bank 1998 - Present
Sumitomo Mitsui Banking Corporation 1996 - 1998
Daiwa Bank 1990 - 1996
Lloyds Banking Group 1979 - 1990
Southeast Bank 1974 - 1979
Education
Universidad Autonoma de Guadalajara 1974 — 1974
Business in Mexico
Thunderbird School of Global Management 1973 — 1974
MBA, International Finance
University of North Carolina at Chapel Hill 1968 — 1972
BA, American Studies
Culver Military Academy 1964 — 1968
High School
Transatlantic Translations, LLC January 2014 - Present
Adecco Group September 2012 - January 2014
Wolters Kluwer Corporate Legal Services July 2005 - May 2012
Sumitomo Mitsui Banking Corporation August 2001 - July 2005
Accountants on Call December 2000 - July 2001
Skills
Internal Controls, Internal Audit, Auditing, Sarbanes-Oxley Act, Accounting, Enterprise Risk..., Business Process, Finance, IT Audit, Mergers & Acquisitions, Sarbanes-Oxley, Financial Risk, Financial Accounting, External Audit, Risk Management, Corporate Governance, Financial Audits, Tax, Business Process..., CPA, Accounts Receivable, General Ledger, Accounts Payable, SDLC, Co-sourcing, Outsourcing, Project Management, QuickBooks Online, Process Improvement
Education
University of Houston-Downtown
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Citibank October 2011 - Present
Citibank January 2010 - October 2011
Citibank October 2006 - January 2010
Comerica Bank 2005 - 2006
Greater Bay Corporate Finance 1999 - 2004
BNP Paribas April 1998 - October 1999
Sumitomo Mitsui Banking Corporation August 1996 - March 1998
Union Bank of California 1995 - 1996
Skills
Syndications, Structured Finance, Capital Markets, Fixed Income, Credit Risk, Portfolio Management, Wealth Management, Asset Managment, Banking, Equities, Credit Analysis, Corporate Finance
Education
University College Dublin 1989 — 1991
M.B.S, Business
Trinity College Dublin 1985 — 1989
B.A.
St. Michael's, Dublin 1975 — 1985
Sumitomo Mitsui Banking Corporation April 2013 - Present
RBS March 2005 - April 2013
Barclays 2004 - 2005
Skills
Back Office, Banking, Financial Analysis, Loans, Financial Reporting, Excel, Team Leadership, Basel II, PowerPoint, Integration, Corporate Finance, Risk Management, Investment Banking, Capital Markets, Credit Risk, Derivatives, Equities, Finance, Financial Modeling, Fixed Income, Microsoft Excel, Portfolio Management
Education
State University of New York University at Buffalo 2001 — 2003
Bachelor of Science (BS), Finance
University at Albany, SUNY
Albertus Magnus High School
Sumitomo Mitsui Banking Corporation December 2012 - Present
Sumitomo Mitsui Banking Corporation August 2006 - December 2012
Cantor Fitzgerald 2005 - 2006
Credit Suisse First Boston 2004 - 2005
JPMorganChase 1992 - 2004
Skills
Employee Engagement, Performance Management, Onboarding, Human Resources, Banking, Employee Relations, Leadership, Talent Management, Talent Acquisition, Succession Planning, Management
Education
Teachers College of Columbia University 1999 — 2001
MS, Organizational Psychology
University of Scranton 1984 — 1988
BS, Management
Sumitomo Mitsui Banking Corporation February 2013 - Present
Capital One January 2011 - February 2013
Capital One February 2008 - January 2011
Capital One November 2006 - February 2008
Capital One February 2005 - November 2006
BMC Software May 2003 - February 2005
BMC Software May 2001 - May 2003
BMC Software January 1999 - May 2001
Skills
Mortgage Lending, Accounting, Valuation, Financial Modeling, Finance, Derivatives, Cash Management, Capital Markets, Financial Reporting, Mergers, Financial Analysis, Due Diligence, Cash Flow, Process Improvement, Credit Risk, Banking, Commercial Banking, Credit, Financial Risk, Portfolio Management, Risk Management, Asset Managment, Forecasting, Insurance, Corporate Finance, Credit Analysis
Education
The University of Texas at Austin 1995 — 1998
BBA and BA, Finance and Economics, 3.8
Sumitomo Mitsui Banking Corporation April 2011 - Present
AllianceBernstein 2008 - July 2011
Advanced Computer Services 2008 - April 2011
JP Morgan Chase May 1999 - September 2008
JPMorgan Chase 1999 - 2008
Bristol-Myers Squibb 1998 - May 1999
Ernst & Young 1997 - 1998
Education
The Graduate Center, City University of New York
MS+, Computer Science
ENTREPRENEUR OF BELLA NAILS LLC June 2012 - July 2013
Barclays Capital November 2010 - October 2011
Barclays Capital February 2010 - November 2010
Societe Generale June 2008 - November 2008
Merrill Lynch January 2007 - December 2007
Sumitomo Mitsui Banking Corporation June 2006 - January 2007
Commerzbank Capital Market Corp. October 2003 - March 2005
Commerzbank Capital Market Corp. June 2000 - October 2003
Skills
Trading, Capital Markets, Fixed Income, Equities, Securities, Financial Risk, Account Reconciliation, Banking, Settlement
Education
Stony Brook University 1992 — 1997
BA, Linguistics
Stony Brook University 1992 — 1997
Lingustics
Sumitomo Mitsui Banking Corporation July 2010 - Present
Sumitomo Mitsui Banking Corporation March 2004 - July 2010
Citigroup - CitiCapital 2001 - 2004
SMBC Leasing and Finance, Inc. April 1998 - August 2001
SMBC Leasing and Finance, Inc. April 1995 - April 1998
Sumitomo Bank of New York Trust Company October 1989 - April 1995
Skills
Project Finance, Credit Analysis, Structured Finance, Financial Structuring, Syndications, Corporate Finance, Capital Markets, Financial Modeling, Loans, Loan Origination, Banking, Commercial Banking, Leveraged Finance, Portfolio Management, Commercial Lending, Credit, Asset Based Lending, Investment Banking, Private Equity, Treasury Management
Education
Siena College
BS, Finance
BMO Harris May 2011 - June 2015
Bank of America Merrill Lynch 2006 - 2010
US Bank 2005 - 2006
Fifth Third Bank 2002 - 2005
Sumitomo Mitsui Banking Corporation 1998 - 2002
Merrill Lynch Commercial Finance Corporation 1996 - 1998
LaSalle National Bank 1995 - 1996
Skills
Credit Analysis, Due Diligence, Financial Analysis, Portfolio Management, Credit, Credit Risk, Financial Risk, Banking, Commercial Banking, Financial Services, Loans, Financial Modeling, Cash Management, Finance, Risk Management, Underwriting
Education
University of Illinois at Chicago 1989 — 1995
Bachelor of Science, Finance and Marketing
Loyola Academy
Sumitomo Mitsui Banking Corporation June 2015 - Present
Sumitomo Mitsui Banking Corporation October 2010 - Present
Sumitomo Mitsui Banking Corporation December 2007 - October 2010
Standard Chartered Bank November 2002 - December 2007
Standard Chartered Bank May 1998 - November 2002
Skills
Project Finance, Corporate Finance, Trade Finance, Emerging Markets, Loan Origination, Infrastructure, Financial Structuring, Capital Markets, Syndications, Banking, Credit Risk, Financial Analysis
Education
Universidad de Los Andes 1992 — 1997
Bachelor of Engineering (B.E.), Banking, Corporate, Finance, and Securities Law
Sumitomo MItsui Banking Corporation April 2009 - Present
Citibank January 2007 - December 2008
Banco de Chile 2006 - 2007
Citigroup 2005 - 2005
Skills
Fluent in Spanish and..., Teaching English as a..., AML, Banking, KYC, Risk Management, Financial Risk, Due Diligence, Securities, Credit, Private Banking, Spanish, Risk Assessment, Financial Analysis, Operational Risk, Auditing, Internal Audit, Payments, Anti Money Laundering
Education
Alliance Francaise 1984 — 1986
Diploma, French Language and Civilization
Universidad de Guayaquil 1980 — 1984
Lab Tech, Chemical Engineering
Association of Certified Anti Money Laundering Specialists
Certified Anti Money Laundering Specialist, Anti Money Laundering Rules and Regulations
Colegio de La Inmaculada, Guayaquil, Ecuador
High School Diploma, Chemistry/Biology
Sumitomo Mitsui Banking Corporation September 2009 - Present
FYI Systems April 2009 - August 2009
Thomson Reuters 2005 - April 2009
Wilson Technology Associates, Inc March 2001 - September 2005
Skills
SQL Server, Visual Basic, HTML, T-SQL, ASP.NET, Access, Visual Studio, VBScript, SQL, IIS, C#, JavaScript, Business Analysis, .NET, ASP, Windows, Microsoft Office, Database Design, Crystal Reports, Change Management, Databases, VB.NET, Web Development, Web Services, Integration, Requirements Analysis, Visio, XML, Metastorm, BPM, Toad, Oracle, Microsoft SQL Server
Education
Temple University
Sumitomo Mitsui Banking Corporation January 1996 - November 1998
Education
University of California, San Diego 1982 — 1986
B.S., Management Science
Sumitomo Mitsui Banking Corporation September 2015 - Present
Mitsubishi Heavy Industries America, Inc November 2001 - September 2015
iframe January 1999 - October 2001
Skills
Employee Benefits, Executive Pay, Deferred Compensation, HRIS, Benefits Administration, Labor Relations, Human Resources, Onboarding, FMLA, HR Transformation, HR Policies, HR Consulting, Organizational Design, Talent Management, Succession Planning, Talent Acquisition, Performance Management
Education
SUNY Oneonta
Sumitomo Mitsui Banking Corporation Managing Director, Head of the AmericasSumitomo Mitsui Banking CorporationMay 2008 - Present
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Sumitomo Mitsui Banking Corporation March 2013 - Present
Principes Partners January 2010 - August 2013
Fugen Capital Management July 2006 - January 2011
Steel Partners Japan October 2003 - June 2006
Conectiva February 2000 - September 2003
Nikko Citigroup January 1995 - January 2000
Kidder Peabody February 1994 - December 1994
Long Term Credit Bank of Japan February 1992 - January 1994
Education
State University of New York College at Buffalo 1989 — 1991
B.S., Business Administration
State University of New York at Buffalo - School of Management 1988 — 1991
BS, Business
State University of New York Maritime College 1987 — 1988
Marine Transportation
Sumitomo Mitsui Banking Corporation May 2015 - Present
Citi February 2015 - May 2015
Deutsche Bank March 2012 - September 2014
Bank of America July 2011 - February 2012
Citigroup December 2008 - June 2011
BNY Mellon April 2002 - November 2008
Crédit Agricole October 1991 - January 2000
Montran Corporation March 1985 - September 1991
Skills
Business Analysis, PMO, Change Management, Vendor Management, Project Management, Payments, Payment Systems, Cash Management, IT Strategy, SDLC, Requirements Analysis, Program Management, Process Improvement, Account Reconciliation, HRIS, Business Intelligence, Business Process..., ITIL, Operational Risk..., Regulatory Compliance, Banking
Education
University of Madras 1971 — 1975
Mathematics and Computer Science
JRI America (a company of the Sumitomo Mitsui Financial Group) June 2008 - Present
JRI America (a company of the Sumitomo Mitsui Financial Group) June 2005 - June 2008
Sumitomo Mitsui Banking Corporation July 2000 - June 2005
PwC Consulting August 1998 - June 2000
Skills
Cognos, Oracle SQL, PL/SQL, Oracle HR, Data Warehousing, Oracle Discoverer, Toad, Oracle E-Business Suite, SQL, Oracle, Disaster Recovery, Project Management, Business Analysis, SDLC, Business Intelligence, Crystal Reports, Microsoft SQL Server
Education
University of Florida 1994 — 1998
BSBA, Decision and Information Sciences (DIS)
Sumitomo Mitsui Banking Corporation January 2012 - Present
Deloitte & Touche LLP June 2006 - March 2009
Skills
Accounting, Financial Reporting, General Ledger, Account Reconciliation, Financial Accounting, Bookkeeping, QuickBooks, Tax, Accounts Payable, Auditing, Accounts Receivable, Journal Entries, Tax Preparation, Internal Controls, Income Tax, GAAP, Payroll, Tax Returns, Financial Analysis, Fixed Assets, External Audit
Education
State University of New York at Albany 2002 — 2006
Accounting and Business Administration
Sumitomo Mitsui Banking Corporation April 2015 - Present
BBVA June 2012 - April 2015
Dexia Credit Local December 2009 - June 2012
Pivotal Payments 2007 - 2009
BMO Financial Group 2006 - 2007
Skills
Credit, Financial Risk, Financial Analysis, Credit Analysis, Portfolio Management, Financial Modeling, Bloomberg, Banking, Risk Management, Due Diligence, Economics, Credit Risk, Microsoft Excel, Project Finance, Finance
Education
The University of Connecticut 2002 — 2004
M.A., Economics
CIBC July 2014 - Present
Sumitomo Mitsui Banking Corporation November 2007 - December 2013
Bank of Tokyo-Mitsubishi UFJ 2001 - 2002
Skills
Credit Analysis, Commercial Lending, Loans, Origination, Commercial Banking, Credit Risk, Banking, Credit, Syndications, Trade Finance, Leveraged Finance, Debt Structuring, Structured Finance, Debt, Structuring, Fixed Income
Education
The University of British Columbia 2003 — 2005
MBA, Finance, International Business
CIBC - Retail Banking October 2013 - Present
Statestreet Canada November 2006 - March 2013
State Street 2005 - 2013
CIBC Mellon July 2001 - June 2005
Sumitomo Mitsui Banking Corporation 1998 - 2001
Deutsch Bank Canada 1989 - 1998
Skills
Investments, Banking, Customer Service, Risk Management, Microsoft Excel, Microsoft Office, Project Management, Team Leadership, Strategic Planning, Business Analysis, Project Planning, Business Process..., Supply Chain Management, Accounting, Business Strategy, Financial Reporting, Financial Modeling, Business Planning, Budgets, Negotiation, Management, Forecasting, Business Development, Portfolio Management, Derivatives, Mutual Funds
Education
University of Peradeniya 1982 — 1987
Bachelor of Science
Jaffna Hindu College 1977 — 1982
Agriculture
Amazon February 2015 - Present
Sumitomo Mitsui Banking Corporation September 2014 - January 2015
First Tek - TCS - McGraw Hill - Contract Position June 2011 - August 2014
TCS -McGraw Hill April 2010 - May 2011
TCS November 2006 - March 2010
Skills
Requirements Analysis, Oracle E-Business Suite, Oracle Applications, PL/SQL, Oracle, SDLC, Requirements Gathering, Solution Architecture, Business Analysis, ERP, Pre-sales, Software Project..., Quality Center, Business Process, Gap Analysis, Resource Management, Business Process..., Global Delivery
Education
The Institute of Chartered Accountants of India 1999 — 2003
Chartered Accountant, Accounting and Finance
University of Mumbai 1997 — 2001
Bachelor of Commerce (B.Com.), Accounting and Finance
Sumitomo Mitsui Banking Corporation November 2013 - Present
Astoria Federal Savings April 2013 - July 2013
Loughlin Management Partners + Company June 2011 - December 2011
Skills
Financial Analysis, Comparable Company..., Presentation Development, Quantitative Research, Qualitative Research, Bloomberg Terminal, Capital IQ, Thomson One, Microsoft Office, SAS, Portfolio Management, Financial Modeling
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, Finance and International Business
Sumitomo Mitsui Banking Corporation July 2015 - Present
Sumitomo Mitsui Banking Corporation October 2013 - June 2015
BBVA August 2012 - October 2013
PT. BANK NEGARA INDONESIA (Persero) Tbk. May 2010 - August 2012
BBVA October 2009 - January 2010
Foreign Language Services, Inc September 2008 - August 2009
Morgan Keegan January 2009 - May 2009
Greengate School for Dyslexia July 2008 - August 2008
Skills
Financial Analysis, Financial Accounting, High Yield Bonds, Investments, Business Analysis, Cash Flow, Building Relationships, Credit Risk, Risk Management, Spanish, Spanish Literature, Literature, Microsoft Excel, PowerPoint, Sovereign Debt, Credit, Financial Risk, Investment Banking
Education
University of Alabama 2004 — 2009
Bachelors of Science in Commerce and Business Administration, Finance, Spanish
Universidad de Alcala de Henares 2007 — 2007
Sumitomo Mitsui Banking Corporation October 2007 - Present
Sojitz Corporation April 1998 - September 2007
Education
Tokyo University of Foreign Studies 1992 — 1998
Spanish Studies
Sumitomo Mitsui Banking Corporation June 2015 - Present
Sumitomo Mitsui Banking Corporation May 2013 - June 2015
Archbishop Molloy High School October 2009 - May 2013
Self Employed February 2009 - November 2012
Berdon LLP June 2008 - September 2008
Skills
Project Management, IT Solutions, Microsoft Office, Research, Social Media, Event Planning, Networking Solutions, Information Management, MySQL, Microsoft SQL Server, Command Prompt, Linux, Strategy, Management, Analysis, Accounting, Leadership, Customer Service, Business Analysis, Microsoft Word, Public Speaking
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2010
BS, Management Information Systems
Half Hollow Hill High School West 2002 — 2006
Adv Regents
Sumitomo Mitsui Banking Corporation August 2001 - Present
Toyota Financial Services 1998 - 2001
Skills
Corporate Finance, Banking, Capital Markets, Structured Finance, Portfolio Management, Investment Banking, Credit Risk, Credit, Commercial Banking, Credit Analysis
Education
Stockton University
FastTrack Capital Management June 2014 - Present
Investors FastTrack December 2010 - Present
Sumitomo Mitsui Banking Corporation November 2007 - July 2010
JPMorgan Chase July 2006 - November 2007
Skills
VB.NET, ASP.NET, Banking, Credit Analysis, Problem Solving, Investments, New Business Development, Mutual Funds, Portfolio Management, Financial Analysis, Financial Modeling, Derivatives, Hedge Funds
Education
Fordham University 2003 — 2006
Bachelor of Arts (BA), Economics
Tulane University 2002 — 2003
Sumitomo Mitsui Banking Corporation October 2012 - Present
ALM November 2010 - April 2012
TheLadders 2012 - 2012
Baron Associates PC December 2008 - November 2010
Skills
Microsoft Office, Outlook, PeopleSoft, ATEX, Writing, FTP, Research, Administration, Excel, Dreamweaver, Filezilla, Editing, Proofreading, Microsoft Excel, Advertising, Invoicing, Facebook
Education
St. Francis College 2006 — 2010
B.A., English
Sumitomo Mitsui Banking Corporation April 2011 - Present
Credit Agricole CIB September 2000 - April 2011
Education
University of Michigan
B.A.
The World Bank March 2014 - Present
World Bank Family Network Book Project September 2010 - Present
Moody's Investors Service September 2004 - May 2009
Sumitomo Mitsui Banking Corporation April 1992 - August 2004
Education
The University of Tokyo 1988 — 1992
Liberal Arts in French Studies
Sumitomo Mitsui Banking Corporation January 2011 - January 2012
The UPS Store #5733 May 2010 - January 2011
The UPS Store #4935 November 2007 - September 2009
Education
The Evergreen State College 2003 — 2005
B.A., Liberal Arts, with a focus on Business Management
South Puget Sound Community College 2000 — 2002
Sumitomo Mitsui Banking Corporation November 2011 - Present
Sumitomo Mitsui Banking Corporation November 2006 - November 2011
Bank of Tokyo-Mitsubishi UFJ April 1996 - November 2006
Société Générale January 1989 - March 1996
Wachovia Bank, NA August 1980 - June 1989
Skills
Banking, SharePoint, Records Management, Document Lifecycle..., Cross-functional Team..., Information Management, Credit Risk, Credit Analysis, Management, Relationship Management
Education
Temple University - Fox School of Business and Management
Master of Business Administration (M.B.A.), Finance, General
University of Delaware
Bachelor's Degree, Economics and French
Sumitomo Mitsui Banking Corporation March 2014 - Present
Lloyds Bank April 2002 - March 2014
HSBC October 1999 - March 2002
Skills
Structured Finance, Project Finance, Corporate Finance, Financial Modeling, Financial Analysis, Portfolio Management, Investment Banking, Tax Equity, Leasing, Asset Based Finance, Fixed Income, Relationship Management, Capital Markets, Due Diligence, Syndications, Securities, Credit Analysis, Alternative Energy, LNG, Financial Risk, Credit Risk, Leveraged Finance
Education
University College London, U. of London 1996 — 1999
Bachelor’s Degree, Geography
Pangbourne College 1991 — 1996
High School
AIG 2006 - Present
Sumitomo Mitsui Banking Corporation 2003 - 2006
Societe Generale 2002 - 2003
UBS Warburg / Painewebber Incorporation 1998 - 2002
Travelers 1996 - 1998
Skills
Insurance, Risk, Risk Management, P&C Insurance, Reinsurance, Life Reinsurance, Life Insurance, P&C Reinsurance, Credit Analysis, Financial Risk, Fixed Income, Banking, Capital Markets, Finance, Due Diligence, Credit, Credit Risk
Education
Currently Completing CPCU Requirements
The University of Connecticut
BA, Economics and Political Science
The University of Connecticut School of Business
MBA, Accounting Specialization
Sumitomo Mitsui Banking Corporation April 2001 - Present
Sakura Bank (Canada) April 1987 - March 2001
Scotiabank May 1986 - April 1987
Skills
Banking, Credit Analysis, Credit, Credit Risk, Loans, Corporate Finance, Risk Management, Business Development
Education
St. Francis Xavier University 1977 — 1981
Bachelor of Business Administration (BBA), Accounting and Finance
Aspen Specialty Insurance September 2013 - Present
Sumitomo Mitsui Banking Corporation June 2012 - August 2013
Education
University at Buffalo 2002 — 2004
Bachelor of Business Administration (B.B.A.), Management Information Systems, General, 3.0 GPA
Sumitomo Mitsui Banking Corporation January 2006 - Present
Sumitomo Mitsui Banking Corporation January 2006 - Present
Marsh & McLennan Companies, Inc. July 2002 - January 2006
Marsh & McLennan Companies, Inc. July 2002 - January 2006
Skills
ReportBuilder, Foreign Languages, Microsoft Applications, Problem Solving, Communication, Team-oriented
Education
University of Phoenix 2008 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
Washington College 1998 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, Hispanic Studies