The Bank & Trust of Puerto Rico
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The Bank & Trust of Puerto Rico Employees
Employee
Years
Job
Industry
lisa liston lisa liston's The Bank & Trust of Puerto Rico Experience 2000 - 2003
Job AVP & Trust Officer at Oriental Bank & Trust
Industry Banking
Experience
Oriental Bank & Trust May 2010 - Present
Eurobank 2003 - 2010
The Bank & Trust of Puerto Rico 2000 - 2003
Skills
Wealth Management, Estate Planning, Asset Allocation, Trusts, Qualified Retirement..., Strategic Financial..., Investment Strategies, Wealth Management..., Investments, Trust Services, High Net Worth..., Mutual Funds, Private Banking, Investment Management, Investment Advisory, Wealth, Portfolio Management, Financial Planners, Financial Advisory, Retirement Planning, Retirement, Pensions, Inheritance Tax Planning, Financial Risk
Education
Escuela Avanzada de Recursos Humanos de Puerto Rico 2010 — 2010
Human Resources Administrator
Universidad del Sagrado Corazón 1994 — 1998
Bachelor of Business Administration (BBA), Accounting and Business/Management
Oriental Bank & Trust May 2010 - Present
Eurobank 2003 - 2010
The Bank & Trust of Puerto Rico 2000 - 2003
Skills
Wealth Management, Estate Planning, Asset Allocation, Trusts, Qualified Retirement..., Strategic Financial..., Investment Strategies, Wealth Management..., Investments, Trust Services, High Net Worth..., Mutual Funds, Private Banking, Investment Management, Investment Advisory, Wealth, Portfolio Management, Financial Planners, Financial Advisory, Retirement Planning, Retirement, Pensions, Inheritance Tax Planning, Financial Risk
Education
Escuela Avanzada de Recursos Humanos de Puerto Rico 2010 — 2010
Human Resources Administrator
Universidad del Sagrado Corazón 1994 — 1998
Bachelor of Business Administration (BBA), Accounting and Business/Management
Johnny A. Perez-Crespo Johnny A. Perez-Crespo's The Bank & Trust of Puerto Rico Experience November 1988 - January 1996
Job Executive Vice President at Banco Cooperativo de Puerto Rico
Industry Banking
Experience
Banco Cooperativo de Puerto Rico January 1998 - Present
Guzman & Carbonell January 1996 - December 1997
The Bank & Trust of Puerto Rico November 1988 - January 1996
Bank of America September 1981 - October 1988
Skills
Banking, Loans, Commercial Banking, Retail Banking, Credit Risk, Financial Modeling, Strategic Financial..., Investments, Payments, Internet Banking, Microsoft Excel, Finance, Accounting, Analysis, Financial Analysis, Executive Management, Financial Risk, Credit, Portfolio Management, Cash Management, Mortgage Lending, Risk Management, Project Management, IT Solutions, Credit Cards, Mortgage Banking, Loan Origination, Financial Services, Credit Analysis, Underwriting, Securities, Capital Markets, Investment Banking, Operational Risk...
Education
Inter-American University of Puerto Rico-Metropolitan Campus
Banco Cooperativo de Puerto Rico January 1998 - Present
Guzman & Carbonell January 1996 - December 1997
The Bank & Trust of Puerto Rico November 1988 - January 1996
Bank of America September 1981 - October 1988
Skills
Banking, Loans, Commercial Banking, Retail Banking, Credit Risk, Financial Modeling, Strategic Financial..., Investments, Payments, Internet Banking, Microsoft Excel, Finance, Accounting, Analysis, Financial Analysis, Executive Management, Financial Risk, Credit, Portfolio Management, Cash Management, Mortgage Lending, Risk Management, Project Management, IT Solutions, Credit Cards, Mortgage Banking, Loan Origination, Financial Services, Credit Analysis, Underwriting, Securities, Capital Markets, Investment Banking, Operational Risk...
Education
Inter-American University of Puerto Rico-Metropolitan Campus
Charlie Carpenter Charlie Carpenter's The Bank & Trust of Puerto Rico Experience March 1993 - November 2001
Job Vice President @ Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners November 2001 - Present
Universidad Interamericana de Puerto Rico November 2009 - December 2011
Habitat for Humanity of Puerto Rico 1996 - 2009
The Bank & Trust of Puerto Rico March 1993 - November 2001
The Chase Manhattan Bank June 1992 - March 1993
Lehman Brothers May 1991 - August 1991
Deloitte & Touche June 1987 - August 1990
Skills
Fixed Income, Investments, Financial Analysis, Asset Managment, Capital Markets, Portfolio Management, Due Diligence, Banking, Asset Management, Financial Risk, Financial Modeling, Credit, Finance, Risk Management, Strategic Financial..., Accounting, Securities, Valuation, Private Equity, Corporate Finance, Bloomberg, Equities, Alternative Investments, Hedge Funds, Mutual Funds
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
MBA, Finance
Michigan State University 1983 — 1987
BA, Accounting
Rochester High School 1980 — 1983
Performance Trust Capital Partners November 2001 - Present
Universidad Interamericana de Puerto Rico November 2009 - December 2011
Habitat for Humanity of Puerto Rico 1996 - 2009
The Bank & Trust of Puerto Rico March 1993 - November 2001
The Chase Manhattan Bank June 1992 - March 1993
Lehman Brothers May 1991 - August 1991
Deloitte & Touche June 1987 - August 1990
Skills
Fixed Income, Investments, Financial Analysis, Asset Managment, Capital Markets, Portfolio Management, Due Diligence, Banking, Asset Management, Financial Risk, Financial Modeling, Credit, Finance, Risk Management, Strategic Financial..., Accounting, Securities, Valuation, Private Equity, Corporate Finance, Bloomberg, Equities, Alternative Investments, Hedge Funds, Mutual Funds
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
MBA, Finance
Michigan State University 1983 — 1987
BA, Accounting
Rochester High School 1980 — 1983
Brenda Soto, CPA Brenda Soto, CPA's The Bank & Trust of Puerto Rico Experience January 2000 - December 2003
Job Assistant Controller at FirstBank Puerto Rico
Industry Banking
Experience
FirstBank Puerto Rico August 2007 - Present
Banco Popular de Puerto Rico December 2003 - August 2007
The Bank & Trust of Puerto Rico January 2000 - December 2003
Skills
Banking, Finance, Financial Analysis, Forecasting, Budgets, Financial Reporting, Accounting, Corporate Finance, Accounts Payable, Internal Controls, Account Reconciliation, Fixed Assets, Financial Accounting, Financial Services, Business Analysis, Consolidation
Education
University of Puerto Rico 1992 — 1997
Bachelor of Business Administration (B.B.A.), Accounting
Inter American University of Puerto Rico-Bayamon
Master of Business Administration (M.B.A.), Finance
FirstBank Puerto Rico August 2007 - Present
Banco Popular de Puerto Rico December 2003 - August 2007
The Bank & Trust of Puerto Rico January 2000 - December 2003
Skills
Banking, Finance, Financial Analysis, Forecasting, Budgets, Financial Reporting, Accounting, Corporate Finance, Accounts Payable, Internal Controls, Account Reconciliation, Fixed Assets, Financial Accounting, Financial Services, Business Analysis, Consolidation
Education
University of Puerto Rico 1992 — 1997
Bachelor of Business Administration (B.B.A.), Accounting
Inter American University of Puerto Rico-Bayamon
Master of Business Administration (M.B.A.), Finance
Manuel Vacas Manuel Vacas's The Bank & Trust of Puerto Rico Experience May 1999 - July 2001
Job MBA Candidate at the University of Michigan, Ross School of Business
Industry Real Estate
Experience
MVCRE February 2014 - Present
Cushman & Wakefield February 2015 - August 2015
Terranova Corporation September 2011 - February 2013
Commodore Realty, Inc. August 2009 - August 2011
Commodore Realty December 2008 - August 2009
The Bank & Trust of Puerto Rico May 1999 - July 2001
Skills
Leases, Recruiting, Commercial Real Estate, Lease Administration, Accounts Payable, Investment Properties, Due Diligence, Tenant, Landlords, Lease Negotiations, Property, Real Estate, Shopping Centers, Appraisals
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Real Estate Development
Colegio San Ignacio
Consortium for Graduate Studies in Management
University of Puerto Rico
Bachelor of Business Administration (B.B.A.), Accounting
MVCRE February 2014 - Present
Cushman & Wakefield February 2015 - August 2015
Terranova Corporation September 2011 - February 2013
Commodore Realty, Inc. August 2009 - August 2011
Commodore Realty December 2008 - August 2009
The Bank & Trust of Puerto Rico May 1999 - July 2001
Skills
Leases, Recruiting, Commercial Real Estate, Lease Administration, Accounts Payable, Investment Properties, Due Diligence, Tenant, Landlords, Lease Negotiations, Property, Real Estate, Shopping Centers, Appraisals
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Real Estate Development
Colegio San Ignacio
Consortium for Graduate Studies in Management
University of Puerto Rico
Bachelor of Business Administration (B.B.A.), Accounting
Javier Figueroa Javier Figueroa's The Bank & Trust of Puerto Rico Experience 1994 - 1996
Job Vice President,Operations at Scotiabank
Industry Banking
Experience
Scotiabank de Puerto Rico November 2007 - Present
Scotiabank November 2006 - November 2007
Scotiabank January 2006 - November 2006
Scotiabank November 2000 - January 2006
Scotiabank November 1998 - November 2000
Scotiabank November 1996 - November 1998
The Bank & Trust of Puerto Rico 1994 - 1996
Banco Nacional, N.A. 1988 - 1992
Skills
Strong Operational..., ACH, ATM networks, POS, Clearing Houses, ECP, FRB, Information Security..., Real Estate Project..., Projects, Migration Projects, Call Center, Security &..., IT Management, IT Service Management, GLBA, IT Governance, Backroom Operations, Operational Risk..., Business Continuity..., Governance, Risk Management, Retail Banking, Data Center, Management, Call Centers, Financial Risk, Financial Services, Banking, Information Technology, ATM Networks, Credit Risk, Portfolio Management, Relationship Management, Vendor Management, Credit Cards, Business Analysis, Credit, Financial Analysis
Education
University of Puerto Rico 1986 — 1988
Psychology
Lola Rodriguez de Tio
Scotiabank de Puerto Rico November 2007 - Present
Scotiabank November 2006 - November 2007
Scotiabank January 2006 - November 2006
Scotiabank November 2000 - January 2006
Scotiabank November 1998 - November 2000
Scotiabank November 1996 - November 1998
The Bank & Trust of Puerto Rico 1994 - 1996
Banco Nacional, N.A. 1988 - 1992
Skills
Strong Operational..., ACH, ATM networks, POS, Clearing Houses, ECP, FRB, Information Security..., Real Estate Project..., Projects, Migration Projects, Call Center, Security &..., IT Management, IT Service Management, GLBA, IT Governance, Backroom Operations, Operational Risk..., Business Continuity..., Governance, Risk Management, Retail Banking, Data Center, Management, Call Centers, Financial Risk, Financial Services, Banking, Information Technology, ATM Networks, Credit Risk, Portfolio Management, Relationship Management, Vendor Management, Credit Cards, Business Analysis, Credit, Financial Analysis
Education
University of Puerto Rico 1986 — 1988
Psychology
Lola Rodriguez de Tio
Marisela Rivera's The Bank & Trust of Puerto Rico Experience January 1998 - January 2001
Job Relations Media Corp
Industry Marketing and Advertising
Experience
Relations Media Corp February 2010 - Present
SDM Healthcare Management, Inc January 2009 - October 2010
Cooperativa de Seguros de Vida de Puerto Rico February 2007 - December 2008
Medical Card System, Inc September 2006 - February 2007
MCS Classicare-A Medicare Advantage Division August 2005 - August 2006
MCS Classicare-A Medicare Advantage Division August 2005 - August 2006
MCS Classicare-A Medicare Advantage Division August 2004 - July 2005
MCS Life Insurance February 2002 - July 2004
MCS Life Insurance January 2001 - January 2002
The Bank & Trust of Puerto Rico January 1998 - January 2001
Skills
Strategic Leadership, Customer Relations, Project Implementation, Market Research, Marketing, Advertising, Budgets, Public Relations, PowerPoint, Microsoft Excel, Business Development, Sales, Market Planning, Call Center, Microsoft Word, Marketing Strategy, Customer Service, Management, Analysis, Call Centers, Competitive Analysis, Event Planning, Lead Generation, Product Development, Program Management, Project Management, Project Planning, Recruiting, Strategic Planning, Strategy, Training
Education
Interamerican University 2001 — 2003
Master's, on Business Administration; Human Resources Administration
University of Puerto Rico 1993 — 1998
Bachelor, Marketing and Finance
University of South Carolina-Columbia 1996 — 1997
Marketing, BA
Relations Media Corp February 2010 - Present
SDM Healthcare Management, Inc January 2009 - October 2010
Cooperativa de Seguros de Vida de Puerto Rico February 2007 - December 2008
Medical Card System, Inc September 2006 - February 2007
MCS Classicare-A Medicare Advantage Division August 2005 - August 2006
MCS Classicare-A Medicare Advantage Division August 2005 - August 2006
MCS Classicare-A Medicare Advantage Division August 2004 - July 2005
MCS Life Insurance February 2002 - July 2004
MCS Life Insurance January 2001 - January 2002
The Bank & Trust of Puerto Rico January 1998 - January 2001
Skills
Strategic Leadership, Customer Relations, Project Implementation, Market Research, Marketing, Advertising, Budgets, Public Relations, PowerPoint, Microsoft Excel, Business Development, Sales, Market Planning, Call Center, Microsoft Word, Marketing Strategy, Customer Service, Management, Analysis, Call Centers, Competitive Analysis, Event Planning, Lead Generation, Product Development, Program Management, Project Management, Project Planning, Recruiting, Strategic Planning, Strategy, Training
Education
Interamerican University 2001 — 2003
Master's, on Business Administration; Human Resources Administration
University of Puerto Rico 1993 — 1998
Bachelor, Marketing and Finance
University of South Carolina-Columbia 1996 — 1997
Marketing, BA
Eugenio J. Figarella's The Bank & Trust of Puerto Rico Experience 2001 - 2004
Job Senior Investment Analyst at Select Advisory Group
Industry Financial Services
Experience
Select Advisory Group February 2011 - Present
Eurobank February 2009 - February 2011
Southern Trust Securities May 2008 - March 2010
Citicorp Financial Services Corp. February 2006 - December 2007
Wachovia Securities December 2004 - February 2006
The Bank & Trust of Puerto Rico 2001 - 2004
Skills
Investments, Financial Analysis, Risk Management, Portfolio Management, Banking, Mutual Funds, Strategic Financial...
Education
University of Puerto Rico 1996 — 2001
Bachelor's degree, Finance and Financial Management Services
Select Advisory Group February 2011 - Present
Eurobank February 2009 - February 2011
Southern Trust Securities May 2008 - March 2010
Citicorp Financial Services Corp. February 2006 - December 2007
Wachovia Securities December 2004 - February 2006
The Bank & Trust of Puerto Rico 2001 - 2004
Skills
Investments, Financial Analysis, Risk Management, Portfolio Management, Banking, Mutual Funds, Strategic Financial...
Education
University of Puerto Rico 1996 — 2001
Bachelor's degree, Finance and Financial Management Services
Jorge R. Rodriguez's The Bank & Trust of Puerto Rico Experience August 2003 - May 2004
Job CFO & Treasurer at Arco Capital Corporation Ltd. and Partner at Bond Street Management LLC
Industry Financial Services
Experience
Arco Capital Corporation June 2007 - Present
Arco Capital Corporation Ltd. June 2007 - Present
RG Premier Bank August 2004 - June 2007
The Bank & Trust of Puerto Rico August 2003 - May 2004
The Bank & Trust of Puerto Rico January 1995 - August 2003
First BanCorp November 1984 - December 1984
KPMG January 1980 - October 1984
Skills
Financial Analysis, Accounting, GAAP, SEC filings, SEC Financial Reporting, SEC Reporting 10K, 8-K, MD&A, Investments, Investment Policy, Fixed Income Portfolio..., Trading, Futures Trading, Eurodollars, Interest Rate Swaps, Caps, Options, Forwards, Currency Futures, US Treasuries, Agency MBS, Structured Securities, ABS, MBS, GNMA, FHLMC, FNMA, Finance, Private Equity, Strategic Financial..., US GAAP, Corporate Finance, Financial Structuring, Restructuring, Internal Controls, Cost Accounting, Financial Modeling, Financial Risk, Due Diligence, Mergers & Acquisitions, Valuation, Securities, Financial Reporting, Asset Management, Managerial Finance, Tax, Financial Accounting, Corporate Governance, Auditing, Risk Management
Education
University of Puerto Rico 1976 — 1979
Bachelor of Business Administration (B.B.A.), Accounting, Magna Cum Laude
Arco Capital Corporation June 2007 - Present
Arco Capital Corporation Ltd. June 2007 - Present
RG Premier Bank August 2004 - June 2007
The Bank & Trust of Puerto Rico August 2003 - May 2004
The Bank & Trust of Puerto Rico January 1995 - August 2003
First BanCorp November 1984 - December 1984
KPMG January 1980 - October 1984
Skills
Financial Analysis, Accounting, GAAP, SEC filings, SEC Financial Reporting, SEC Reporting 10K, 8-K, MD&A, Investments, Investment Policy, Fixed Income Portfolio..., Trading, Futures Trading, Eurodollars, Interest Rate Swaps, Caps, Options, Forwards, Currency Futures, US Treasuries, Agency MBS, Structured Securities, ABS, MBS, GNMA, FHLMC, FNMA, Finance, Private Equity, Strategic Financial..., US GAAP, Corporate Finance, Financial Structuring, Restructuring, Internal Controls, Cost Accounting, Financial Modeling, Financial Risk, Due Diligence, Mergers & Acquisitions, Valuation, Securities, Financial Reporting, Asset Management, Managerial Finance, Tax, Financial Accounting, Corporate Governance, Auditing, Risk Management
Education
University of Puerto Rico 1976 — 1979
Bachelor of Business Administration (B.B.A.), Accounting, Magna Cum Laude
María Caridad Nieves Rodríguez's The Bank & Trust of Puerto Rico Experience 2001 - 2004
Job Asset Manager at Blackpoint Management
Industry Accounting
Experience
Blackpoint Management March 2012 - Present
Blackpoint Management April 2011 - March 2012
Oriental Bank and Trust May 2010 - April 2011
Eurobank 2008 - April 2010
Eurobank 2005 - 2008
Scotiabank of PR 2004 - 2005
The Bank & Trust of Puerto Rico 2001 - 2004
Skills
Accounting, Credit, Risk Management, Finance
Education
Universidad del Sagrado Corazón 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Blackpoint Management March 2012 - Present
Blackpoint Management April 2011 - March 2012
Oriental Bank and Trust May 2010 - April 2011
Eurobank 2008 - April 2010
Eurobank 2005 - 2008
Scotiabank of PR 2004 - 2005
The Bank & Trust of Puerto Rico 2001 - 2004
Skills
Accounting, Credit, Risk Management, Finance
Education
Universidad del Sagrado Corazón 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Samuel Rosado's The Bank & Trust of Puerto Rico Experience 1997 - 2004
Job Service Technician at Honeywell
Industry Information Technology and Services
Experience
Honeywell 2007 - Present
The Bank & Trust of Puerto Rico 1997 - 2004
Skills
Troubleshooting, Network Administration, Integration, Servers, Hardware, Security, Technical Support, Software Installation, Virtualization, Microsoft Certified..., Operating Systems, Help Desk Support, Switches, Networking, Computer Hardware, Routers, Windows Server, System Administration, IT Management, DNS, Server Administration, VMware ESX, CCNA, Cisco Technologies, Laptops, Printers, System Deployment, Always Willing to Learn, CCENT, Windows, Disaster Recovery, Wireless Networking, LAN-WAN, VPN, OS X, Windows XP, DHCP, Blackberry Enterprise..., Microsoft Exchange, Windows 7, Microsoft Windows..., Cisco Switch..., Great Troubleshooting..., Knowledge on Building..., Information Technology, Active Directory, CCDA, VMware Certified...
Education
University of Phoenix 2007 — 2012
B.S., Business Administration
Universidad Interamericana
Honeywell 2007 - Present
The Bank & Trust of Puerto Rico 1997 - 2004
Skills
Troubleshooting, Network Administration, Integration, Servers, Hardware, Security, Technical Support, Software Installation, Virtualization, Microsoft Certified..., Operating Systems, Help Desk Support, Switches, Networking, Computer Hardware, Routers, Windows Server, System Administration, IT Management, DNS, Server Administration, VMware ESX, CCNA, Cisco Technologies, Laptops, Printers, System Deployment, Always Willing to Learn, CCENT, Windows, Disaster Recovery, Wireless Networking, LAN-WAN, VPN, OS X, Windows XP, DHCP, Blackberry Enterprise..., Microsoft Exchange, Windows 7, Microsoft Windows..., Cisco Switch..., Great Troubleshooting..., Knowledge on Building..., Information Technology, Active Directory, CCDA, VMware Certified...
Education
University of Phoenix 2007 — 2012
B.S., Business Administration
Universidad Interamericana