The Chase Manhattan Bank
Industry: Consumer banking company
DescriptionJ.P. Morgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase & Co. Credit card support: 00 1 302-594-8200 CEO: Jamie Dimon (31 Dec 2005–) Parent organization: JPMorgan Chase Headquarters: 270 Park Avenue, New York City, New York, United States Founded: 13 November 2004, New York City, New York, United States Subsidiaries: Chase Paymentech, Merchant Customer Exchange,
The Chase Manhattan Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Chase Manhattan Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Chase Manhattan Bank Employees
Merrill Lynch February 2014 - Present
Merrill Lynch January 2010 - Present
Savin Bar & Kitchen 2010 - Present
Columbia Management June 2003 - October 2009
JP Morgan Asset Management June 2000 - February 2003
Utendahl Capital Management January 1998 - June 2000
Banque de France March 1996 - January 1998
The Chase Manhattan Bank September 1994 - March 1996
Skills
Asset Managment, Fixed Income, Investment Strategies, Portfolio Management, Estate Planning, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Investments, Finance, High Net Worth..., Hedge Funds, Financial Advisory, Securities, Series 7
Education
Babson College 1990 — 1994
Accounting
Michael Charles New York Inc. July 2010 - Present
Halstead Property January 2009 - August 2010
The Real Estate Group NY September 2007 - December 2008
Citicorp Investment Services March 2004 - August 2006
The Chase Manhattan Bank October 2002 - January 2004
J.P. Turner & Company, LLC January 1999 - February 2001
Skills
Investments, First Time Home Buyers, Mortgage, Selling, Relocations, Relocation, Condos, Investment Properties, Customer Service, Mortgage Lending, Real Estate, Real Estate Transactions, Sellers, Rentals, Leases, Property, Residential Homes, Commercial Real Estate, Sales, Marketing
Education
Borough of Manhattan Community College
McKesson June 2011 - Present
Fresno Pacific University June 1998 - Present
Healthwise July 2009 - July 2011
McKesson November 1998 - July 2009
Fresno Pacific University August 1996 - December 1998
The Chase Manhattan Bank August 1993 - August 1996
Skills
Healthcare Information..., Product Management, Healthcare, Health Information..., EHR, Healthcare Consulting, HL7, Informatics, Strategic Planning, Process Improvement, EMR, HIPAA, Managed Care, Healthcare Industry, Revenue Cycle, Cross-functional Team..., Product Marketing, Product Launch, Disease Management, Healthcare Management, Hospitals, Medical Devices, Start-ups, Clinical Research, SaaS, Revenue Cycle Management, Medicaid, Software Implementation, Ambulatory, Practice Management, Medicare, CPOE, Physicians, Medical Technology, Leadership, Go-to-market Strategy, Content Strategy, Product Strategy, Population Health, Chronic Care Management, Team Leadership, Thought Leadership, Higher Education, Higher Education..., University Teaching, Health Education
Education
Arizona State University 1993 — 1996
Ph.D., Curriculum and Instruction: Exercise and Wellness Education
Arizona State University 1991 — 1993
M.S., Exercise Science
Fresno Pacific University 1987 — 1991
B.A. (double), Natural Science / Health Education
Morgan Stanley Wealth Management May 2011 - Present
Citadel Securities 2009 - 2010
Bank of America Securities 1999 - 2008
The Chase Manhattan Bank 1987 - 1999
Skills
Fixed income distressed...
Education
Boston College - Carroll School of Management
Bachelor's degree, Accounting
M.B.A. Fordham University, New York, NY
Master of Business Administration (M.B.A.), Concentration in Finance
Eleven James October 2013 - Present
American Express May 2011 - October 2013
Exclusive Resorts, Revolution Company (owned by Steve Case) September 2006 - September 2010
American Express August 2002 - October 2006
The Chase Manhattan Bank January 1998 - August 2000
Skills
Business Development, Marketing Strategy, Start-ups, Strategic Partnerships, Entrepreneurship, Strategy, E-commerce, Philanthropy, Sales, Strategic Planning, CRM, Negotiation, Financial Analysis, Portfolio Management, Analysis, Competitive Analysis, Vendor Management, Analytics, Due Diligence, Budgets, Direct Marketing, Nonprofits
Education
Columbia University - School of International and Public Affairs 2005 — 2006
MIA, Micro-Finance
Barnard College 2001 — 2005
BA, Political Science, Economics
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance and Marketing
East Brunswick High School 1988 — 1991
High School Degree
The Chase Manhattan Bank April 1989 - Present
Skills
Credit, Financial Analysis, Commercial Banking, Risk Management, Portfolio Management, Credit Analysis, Credit Risk, Business Analysis, Mortgage Lending, Investment Banking, Financial Services, Fixed Income, Financial Modeling, Derivatives, Financial Risk, Vendor Management, Business Strategy, Management, Leadership, Treasury Management, Business Development
Education
Baruch College 1984 — 1989
Bachelor's degree, Accounting
Architekton May 2014 - Present
Brignall Construction Company January 2013 - April 2014
ATOM Services PLLC August 2008 - December 2012
McGraw-Hill Construction November 2005 - December 2010
The Chase Manhattan Bank September 1998 - October 2003
Skills
Marketing Strategy, Project Management, Marketing, Microsoft Office, Business Development, Public Speaking, Microsoft Excel, PowerPoint, Research, InDesign, New Business Development, Customer Service, Process Scheduler, Project Planning, Adobe Acrobat, Proofreading, Magazines, Editing, Publications, Sales, Advertising, Editorial, Salesforce.com, Publishing
Education
Arizona State University 1998 — 2002
Bachelor of Arts, Interdisciplinary Studies
Arizona State University
Englewood Cliffs Cadillac May 2015 - Present
Dynamic Dental Design May 2013 - November 2013
Woodview Prosthodontics January 2012 - May 2013
The Chase Manhattan Bank July 2010 - October 2011
JPMorgan Chase December 2008 - July 2010
Citibank June 2000 - December 2008
Skills
Financial Analysis, Leadership, Sales, Retirement Planning, Management, Customer Service, Business Development, Project Management, Microsoft Office, Training, Consulting, Marketing, Public Speaking, Proficient in MS Word,..., Banking, Finance, Insurance, Credit, Customer Satisfaction, Mergers & Acquisitions, Event Planning, Portfolio Management, Retail Banking, Series 63, Financial Services
Education
Borough of Manhattan Community College
Accounting
Virginia State University
Political Science and Government
Gloria-Mundi, LLC July 2012 - September 2013
Woodbine Capital Advisors LP January 2011 - July 2012
Moore Capital Management June 2006 - September 2010
Sabbatical June 2005 - June 2006
Balyasny Asset Management June 2004 - June 2005
SAC Capital October 2002 - June 2004
Caxton Associates February 2000 - October 2002
The Chase Manhattan Bank January 1997 - January 2000
Office of the Comptroller of the Currency October 1994 - January 1997
Commodity Futures Trading Commission July 1990 - October 1994
Skills
Risk Management, Market Risk, Hedge Funds, Risk, Risk Analysis, Asset Management, Asset Managment, Financial Risk, Quantitative Analytics, Fixed Income, Interest Rate..., Finance, Banking, Capital Markets, Derivatives, Financial Markets, Quantitative Finance, Basel II, Bloomberg, Economics, Financial Modeling, Trading Systems, Equities, Investments, Options, Investment Banking, Portfolio Management, FX Options, Emerging Markets, Credit Risk, Alternative Investments
Education
Cornell University 1976 — 1982
Ph.D., Economics
Cornell University 1976 — 1979
MS, Economics
Bentley University 1972 — 1976
BS, Economics
The Lemon Group 2005 - Present
Lee Hecht Harrison 2006 - Present
JPMorgan Chase 1995 - 2005
The Chase Manhattan Bank 1985 - 1995
Skills
Executive Coaching, Leadership Development, HR Strategy, Organizational..., Performance Management, Talent Development, Organizational Design, Employee Engagement, Personnel Management, Strategy, Employee Relations, Coaching, Change Management, Human Resources, Management, Strategic Planning, Leadership, Entrepreneurship, Team Management, Workshop Facilitation, Culture Change, 360 Feedback, Career Development, Onboarding, Management Consulting, Recruiting, Consulting, HR Consulting, Executive Development, Management Development, Career Management, Talent Management
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2005
Certification, Executive Coaching
Hampton University
B.S., Business Management
New York University
Career Counseling
Level 1 Partners August 2015 - Present
North Street Global May 2013 - Present
North Street Global Fund Services January 2012 - Present
KBC Alternative Investment Management 2005 - December 2011
KBC FP USA,Inc 2002 - December 2011
KBC Financial Products USA Inc. 2002 - December 2011
KBC Financial Products October 2002 - September 2010
WestLB 2000 - 2002
WestLB New York 2000 - 2002
The Chase Manhattan Bank March 1997 - May 2000
Skills
Hedge Funds, Derivatives, Capital Markets, Equities, Fixed Income, Portfolio Management, Asset Managment, Alternative Investments, Securities, Trading, Credit Derivatives, Investments, Valuation, Structured Finance, Investment Banking, Financial Markets
Education
City University of New York-Baruch College - Zicklin School of Business 1991 — 1995
BBA, Finance
Catalent Pharma Solutions September 2010 - March 2012
Catalent Pharma Solutions January 2010 - September 2010
The Orzeck Group LLC (Synergy Coaching Systems) December 2008 - January 2010
Merck February 2007 - December 2008
Merck & Co June 2005 - February 2007
JP Morgan Chase June 2002 - June 2005
The Chase Manhattan Bank June 1997 - June 2002
Desert Hospital, Palm Springs, CA 1993 - 1995
Skills
Organizational..., Leadership Development, Performance Management, Life Coaching, Change Management, Coaching, Strategy, Business Process..., Organizational..., Talent Management, Organizational Design, Succession Planning, Development & delivery..., Sales Leadership..., Personnel Management, Human Resources, Business Process..., Training, Management, Employee Engagement, Six Sigma, Team Building, Management Consulting, Career Development, Executive Coaching
Education
Alliant International University-San Diego Cornerstone Court
Ph.D
American University
BA
New York University
Starpoint Solutions LLC August 1996 - Present
Omicron Consulting September 1992 - August 1996
The Chase Manhattan Bank June 1985 - May 1992
International MarketNet September 1984 - August 1985
Morris Decision Systems May 1983 - June 1984
Tymshare, Inc. August 1979 - September 1983
Burroughs Corporation June 1977 - August 1979
Education
Baruch College, City University of New York (CUNY) 1980 — 1985
MBA
Rutgers University-New Brunswick 1973 — 1977
Roosevelt High School 1969 — 1973
Century 21 Amiable II Glendale October 2013 - Present
Raymour & Flanigan May 2011 - December 2012
Lord & Taylor October 2002 - July 2011
Lord & Taylor October 2002 - October 2010
Fordham University January 2001 - October 2002
Fordham University January 2000 - January 2002
The United States Trust Company of New York 1984 - 2001
United States Trust Co January 1999 - January 2000
The Chase Manhattan Bank January 1995 - January 1999
United States Trust Co January 1984 - January 1995
Skills
Visual Merchandising, Fundraising, Marketing, Public Relations, Sales, Training, Project Planning, PowerPoint, Public Speaking, Profit, Employee Engagement, Team Building, Event Planning, Temporary Placement, Organizational..., Employee Benefits, Employee Relations, Event Management, Staff Development, College Recruiting, Management, Analysis, Strategic Planning, Succession Planning, Mac, Merchandising, Non-profits, Budgets, Social Media, Leadership, Microsoft Word, Human Resources, Leadership Development, Talent Management, Employee Recognition, Performance Management, Labor Relations, Editing, Recruiting, Microsoft Excel, Retail, Onboarding, New Hire Orientations, Internal Communications, Talent Acquisition, Negotiation, Deferred Compensation, Coaching, Customer Service, Microsoft Office
Education
City University of New York City College 1976 — 1981
BA, Pre-Law
Adelphi University
MBA, Management
The City College of New YorkNew
B.S, Pre-Law
Arroyo Ventures July 1997 - Present
First Chicago Capital Markets October 1988 - June 1997
The Chase Manhattan Bank October 1984 - October 1988
Skills
New Business Development, Marketing, Portfolio Management, Event Management, Corporate Finance, Strategic Planning, Loans, Credit, Investments, Accounting, Forecasting, Strategic Financial..., Banking, Business Planning, Public Speaking, Social Media, Insurance, Financial Planning
Education
The University of Texas at Austin - Red McCombs School of Business 1982 — 1984
MBA, Finance
Baylor University - Hankamer School of Business 1978 — 1982
BBA, Business Broadcasting
First Sustainable August 2007 - Present
Millennium Partners March 2002 - September 2006
FIMAT/Societe Generale March 1999 - February 2002
Chemical Bank March 1987 - January 2002
Greenwich Capital Markets/RBS March 1997 - January 1999
Barclay Investments February 1992 - January 1995
The Chase Manhattan Bank October 1985 - February 1987
Skills
Fixed Income, Advanced Excel, Extensive SAS..., Advanced Statistics..., Cutting Edge Financial..., Accomplished Written..., Bonds, Structured Finance, Specialty Finance, Securitization, Trading, Asset Management, Hedge Funds, Asset Backed Securities, Clean Energy, Energy Efficiency, Capital Markets, Portfolio Management, Solar Finance, Renewable Energy Finance, Esoteric Assets, Finance, Venture Capital, Private Equity, Renewable Energy, Mergers & Acquisitions
Education
Harvard University 1984 — 1985
Exchange Scholar, Dept of Economics
Cornell University 1981 — 1985
Ph.D., M.A., Sociology, Statistics, Agricultural Economics
Boston College 1977 — 1981
B.A., Sociology, Psychology
Millennium Management August 2015 - Present
J.P. Morgan Chase & Co. February 2012 - August 2015
J.P.Morgan Chase & Co. 1999 - 2012
The Chase Manhattan Bank 1997 - 1999
Digital Equipment Corporation 1995 - 1997
Higgs & Hill 1993 - 1995
BP 1992 - 1994
Skills
Virtualization, LDAP, Performance Tuning, Visual Basic, Designing, .NET, Active Directory, Architecting, Architecture, C#, Citrix, Computer Security, Databases, Disaster Recovery, Enterprise Architecture, Enterprise Software, Group Policy, IT Strategy, ITIL, Information Technology, Infrastructure, Integration, Kerberos, Microsoft Exchange, Microsoft SQL Server, Operating Systems
Education
Birmingham City University 1989 — 1992
BSc (Hons) 2.1
ZAIS Group, LLC August 2008 - Present
ZAIS Group, LLC August 2008 - June 2014
Bear Stearns March 1996 - August 2008
The Chase Manhattan Bank February 1990 - September 1995
The First National Bank of Boston June 1980 - February 1990
Skills
Risk Management, Regional Managers, Distressed Debt, Hedge Funds, Alternative Investments, Fixed Income, Structured Finance, Derivatives, ABS, Asset Managment, CDO
Education
Thunderbird School of Global Management 1980 — 1981
mba, finance
Boston College 1973 — 1977
BS, Finance
Red Ladder, Inc. September 2002 - Present
Financial Women International September 2007 - July 2008
Financial Women International July 2001 - September 2002
US Bank May 1999 - June 2001
Wells Fargo November 1993 - May 1999
The Chase Manhattan Bank April 1992 - November 1993
Dreyfus Service Corporation December 1988 - April 1992
Skills
Team Building, Strategy, Leadership, Executive Coaching, MBTI, Program Management, Coaching, Leadership Development, Career Development, Mentoring, Executive Development, Strategic Planning, Organizational..., Business Development, Management, Nonprofits, Marketing, Process Improvement, Public Speaking, Workshop Facilitation, Personal Development, Small Business, Fundraising, Budgets, Sales, Entrepreneurship, Time Management, Advertising, Emotional Intelligence, Business Coaching, Management Consulting
Education
Saint Mary's University of Minnesota 2001 — 2005
MA, Human Development
Adelphi University 1989 — 1992
MBA, Business Administration, Concentration in Marketing
Adelphi University 1983 — 1987
BBA, Management, Concentration in Finance
West Babylon Senior High School
Infinity Pools of Texas January 2012 - Present
The Young Entrepreneur Council (YEC) February 2013 - Present
Set Jet February 2014 - Present
Jackrabbit Janitorial August 2008 - 2015
Awesome Cookie Company August 2012 - November 2014
Thrive PHX June 2012 - June 2014
National Bank of Arizona 2005 - 2007
SouthTrust Bank 2004 - 2005
The Chase Manhattan Bank December 2001 - May 2004
Skills
Sales, Marketing Strategy, Banking, Training, Customer Service, Event Planning, Social Media, Small Business, Marketing, Microsoft Excel, Microsoft Office, Business Development, Team Building, Public Speaking, Networking, Strategic Planning, Social Media Marketing, Facebook, Project Management, Sales Management, Start-ups, Public Relations, Strategic Partnerships, SEO, Entrepreneurship, Management, Online Marketing, Social Networking, Retail, Online Advertising, Time Management, Email Marketing, Market Research, Advertising, Marketing Communications, Leadership, Event Management, Digital Media, Lead Generation, Blogging, Digital Strategy, Brand Development, Digital Marketing, Sales Operations, Strategy, Web Marketing, Website Development
Education
Arizona State University West 2006 — 2010
Bachelors, Spanish Language and Cultures
Arizona State University, W. P. Carey School of Business 2006 — 2009
Bachelor of Arts (B.A.), International Business Studies
Universidad Internacional Menéndez Pelayo 2006 — 2007
Advanced Business and Spanish
Ironwood HS 2000 — 2004
McDonald's Corporation November 2013 - Present
McDonald's August 2010 - November 2013
McDonald's Corporation August 2007 - August 2010
McDonald's December 2005 - August 2006
ITW Ramset August 2001 - December 2005
Integrated Project Management May 2000 - August 2001
The Chase Manhattan Bank February 1990 - May 2000
Skills
Negotiation, Strategy, Inventory Management, Operations Management, Customer Service, Food, Project Management, Income Statement, Construction, Coaching, Restaurants, Cross-functional Team..., Manufacturing, Pricing, Management, Supply Chain, Budgets, Forecasting, Leadership, P, Process Scheduler, Purchasing, Retail, Team Building, P&L
Education
Benedictine University 2000 — 2002
Master of Business Administration (MBA), Concentration-Operations Management
University of Illinois at Chicago 1997 — 2000
Engineering Management, Engineering/Industrial Management
BNY Mellon October 2006 - Present
American Diabetes 2010 - 2013
Harris Clinic 2009 - 2013
JPMorgan Chase 2004 - 2006
The Chase Manhattan Bank 2000 - 2006
Texas Commerce Bank/Chase Bank of Texas 1984 - 2000
Skills
Corporate Trust, Securities, Financial Services, CDO, Credit, Risk Management, Banking, Financial Risk, Investments, Fixed Income, Equities, Mutual Funds, Bonds, Capital Markets
Education
Abilene Christian University 1975 — 1979
University of Houston-Downtown
TeamLogic IT March 2008 - Present
Jibs Consulting Corp January 2006 - Present
Globanet Consulting October 2007 - October 2008
Bear Stearns March 2000 - October 2007
Louis Vuitton 2000 - 2000
Wyeth Pharmaceuticals January 1999 - June 1999
The Chase Manhattan Bank September 1998 - December 1998
Royal & SunAlliance January 1991 - October 1997
Skills
Networking, Windows, Lotus Domino, Enterprise Vault, Consulting, Cisco Technologies, Information Technology, Customer Service, Disaster Recovery, Cloud Computing, IT Management, Active Directory, Management, Outsourcing, Infrastructure, Network Administration, Security, IT Strategy, Vendor Management, Managed Services, Integration, Data Center, Virtualization, SaaS, Unified Communications, Enterprise Software, IT Service Management, Professional Services, VoIP, VMware, Network Security, Servers, IT Operations, Microsoft Exchange, Firewalls, Network Design, Windows Server, Storage, Citrix, Hardware, VPN, Computer Security, IT Outsourcing, SAN, Operating Systems, DNS, Technical Support, System Administration, Business Continuity, Wireless Networking
Education
Bangalore University 1986 — 1990
BE, Computer Science
IIP Securities LLC / International Investment Partners LLC June 2012 - Present
Duff & Phelps Securities, LLC November 2010 - June 2012
Burnham Financial Group / Burnham Securities LLC January 2009 - November 2010
Pali Capital Inc. April 2008 - December 2008
CIT April 2006 - June 2007
Jefferies & Company August 2002 - April 2006
Merrill Lynch March 2000 - July 2002
Wolfensohn & Co. April 1996 - March 2000
The Chase Manhattan Bank August 1994 - March 1996
ITOCHU International Inc. April 1990 - June 1994
Skills
Business Services, Mergers, Capital Raising, Bankruptcy, Special Situations, Investment Banking, Debt, Corporate Finance, Venture Capital, Private Equity, Capital Markets, Alternative Investments, Valuation, Equities, Fixed Income, Investments, Restructuring, Mergers & Acquisitions, Due Diligence, Emerging Markets
Education
Harvard Business School 1988 — 1990
MBA
Boston College Law School 1983 — 1986
JD
University of Michigan 1978 — 1982
BA
Rhapsody Kidz 2003 - Present
Self-employed 2000 - Present
American Express Bank 1997 - 2000
Federal Reserve Bank of New York 1996 - 1996
The Chase Manhattan Bank 1994 - 1995
The Chase Manhattan Bank 1989 - 1995
Skills
Marketing, Strategic Planning, User Experience, Project Management, Strategy, Advertising, Leadership, Management, Market Research, Finance, Entrepreneurship
Education
Columbia University - School of International and Public Affairs 1995 — 1997
M.I.A., International Economic Policy
Boston College 1985 — 1989
B.A., Political Science, Russian Studies
Montclair High School 1981 — 1985
CumuLogic April 2011 - Present
Goldman Sachs October 2010 - April 2011
Perfect Systems January 2004 - April 2011
Goldman Sachs March 2000 - October 2010
Lucent Technologies December 1997 - March 2000
The Chase Manhattan Bank June 1997 - December 1997
Wipro Infotech Ltd June 1992 - June 1997
Essen Peripherals Pvt Ltd November 1990 - March 1992
Skills
Cloud Computing, PaaS, IaaS, Solution Architecture, Technology Management, IT Strategy, Business Continuity, Disaster Recovery, Enterprise Software, Data Center, Vendor Management, Telecommunications, Infrastructure, Virtualization, CRM, Pre-sales, System Deployment, SaaS, Enterprise Architecture, Management, SDLC, Unix, Integration, Consulting, Software Project...
Education
Babasaheb Bhimrao Ambedkar University 1987 — 1990
CEDT - DEPM, Electronics
Phoenix Management Services May 2004 - Present
Lavallee & Associates January 2003 - May 2004
Fleet Bank March 2000 - January 2003
The Chase Manhattan Bank July 1999 - March 2000
Skills
Restructuring, Mergers & Acquisitions, Due Diligence, Private Equity, Start-ups, Management, Business Planning, Managerial Finance, Financial Structuring, Finance, Valuation, Financial Modeling, Executive Management, Corporate Finance, Portfolio Management
Education
Babson College 1995 — 1999
B.S., Finance/Investments and Management Information Systems (MIS), Cum Laude
Portwales Investments LLC March 2009 - July 2014
Wall Street Systems, New York & London 1994 - 2000
BIS Banking Systems, Luxembourg & Frankfurt 1988 - 1993
The Chase Manhattan Bank March 1982 - August 1988
Skills
Retirement Plan..., IT Management, Project Management, Tax Returns, Internet, Banking, Foreign Languages, Microsoft Office, Excel, PowerPoint, Word, Outlook, MS Project, Microsoft Excel, Microsoft Word, Management, Business Analysis, Financial Analysis, Risk Management, Strategic Planning, Finance, Leadership
Education
Boston University Brussels Graduate Center (BUB) 1974 — 1975
Managerial Accounting
Miami University 1970 — 1973
BA, Psychology
Miami University Dolibois European Centre, Luxembourg 1971 — 1972
European Studies/Civilization
Fidelity Investments 1996 - 2012
PwC 1993 - 1996
Soros Foundation 1993 - 1993
The Long-Term Credit Bank of Japan 1988 - 1989
United Nations High Commissioner for Refugees 1987 - 1988
The Chase Manhattan Bank 1985 - 1987
Skills
Public Speaking, Corporate Communications, Community Outreach, Employee Engagement, Thought Leadership, Strategic Consulting, Philanthropy, Public Relations, Brand Management, Personal Branding, Strategy, Management, Leadership, Community Development, Grants, Program Management, Nonprofits, Internal Communications, Speech Writing, Series 7, Enterprise Software, Strategic Planning, Analysis, Relationship Management, Cross-functional Team..., Marketing Strategy, Portfolio Management, Executive Coaching, Investments, Strategic Communications
Education
Yale University
MBA, Finance and Political Economy
Boston College
Master's Degree, Divinity/Ministry, Master's Degree in Divinity
College of the Holy Cross
BA, Economics
Harvard Business School
Graduate Research Associate, Competition and Strategy
National University of Singapore / NUS
International Rotary Scholar
Deutsche Bank August 2015 - Present
Deutsche Bank January 2010 - Present
Deutsche Bank July 1998 - January 2010
The Chase Manhattan Bank August 1996 - July 1998
National Westminster Bank USA (NatWest) June 1990 - August 1996
Internet Systems Corp May 1984 - June 1990
Chemical Bank August 1980 - May 1984
Skills
Microsoft Office Suite:..., H-P Guardian & OSS, IBM..., Linux - Red Hat,..., HP Non-Stop: COBOL,..., IBM: CICS BAL COBOL..., Banking, Project Management, Software Development, Integration, SDLC, Business Analysis, Securities, Process Improvement, Databases, PMO, Business Transformation, Business Continuity, Back Office, Data Warehousing, Management Consulting, Requirements Gathering, Risk Management, User Acceptance Testing, Account Reconciliation, Management, Cash Management, Analysis, CRM, Change Management, Governance, FX Options, IT Strategy, Vendor Management, Testing, Software Project..., Business Process..., SWIFT payments, Equities, Collateral Management, Settlement, Payments, Requirements Analysis, Business Process..., Program Management, Disaster Recovery, Swaps, Middle Office, Business Intelligence, Options, Financial Services
Education
Adelphi University
MBA, Business Administration
City University of New York-Baruch College
BBA, Business Administration
Queensborough Community College 1975 — 1978
AAS, Business Data Processing
Janet Hughes and Associates July 2000 - Present
Christiana Care Health System 1999 - 2000
First Discount Travel 1996 - 1999
First USA 1991 - 1996
MBNA 1990 - 1991
The Chase Manhattan Bank 1986 - 1991
Skills
Market Research, Social Marketing, B2B, Strategic Planning, Youth Marketing, Marketing Communications, Social Media, Marketing Management, Marketing Strategy, Advertising, Online Advertising, Content Marketing, Copywriting, Direct Marketing, Public Relations, Social Media Marketing, Email Marketing, Marketing, Direct Mail, Online Marketing, PPC, Google Analytics, Budgets, Integrated Marketing, Brand Development, Project Management
Education
Widener University 1983 — 1985
BS, Business, Accounting Major
Bloomsburg University of Pennsylvania 1980 — 1982
Bachelor of Science (BS), Business Administration and Management, General
Limelight Networks July 2009 - October 2014
Isola USA Corp. January 2007 - July 2009
Apollo Group May 2004 - December 2006
PricewaterhouseCoopers 1998 - 2004
The Chase Manhattan Bank 1995 - 2000
Skills
GAAP, Tax, SEC filings, Sarbanes-Oxley Act, Financial Reporting, Income Tax, Tax Preparation, Accounting, Sarbanes-Oxley, Corporate Tax, Financial Analysis, CPA, Mergers, Tax Accounting, SEC Filings
Education
Arizona State University 1991 — 1998
BS Acct., MTAX
Nationwide Insurance December 2009 - Present
Primary Residential Mortgage March 2004 - December 2009
1st Metropolitan Mortgage 2002 - 2004
BMR Financial Services 1997 - 2002
Chess Funding & Mortgage 1993 - 1997
Prudential Insurance 1989 - 1991
Citibank 1987 - 1989
The Chase Manhattan Bank 1987 - 1989
Office of the Comptroller of the Currency 1985 - 1987
Skills
Insurance, Life Insurance, Mortgage Lending, Loans, Small Business, Management, Finance, Fixed Annuities, Marketing, CRM, Auditing, Strategic Planning, Risk Management, Product Management
Education
Baruch College, City University of New York (CUNY) 1978 — 1982
BBA, Finance
Prudential Financial July 2006 - Present
Mass Mutual September 2004 - July 2006
Standard & Poor's September 1998 - July 2004
The Chase Manhattan Bank April 1990 - September 1998
Skills
Investment Strategies, Wealth Management, Investment Consulting, Mutual Funds, Separately Managed..., Multi-Managed Portfolios, Small Cap Equity, Canadian Equity, Due Diligence, Investment Management, Asset Allocation, Alternative Investments, Asset Management, Bloomberg, Emerging Markets, Equities, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Institutional..., Investment Advisory, Investments, Series 7
Education
Adelphi University
MBA, Finance
State University of New York at Albany
Bachelor of Arts (B.A.), Economics
The Bank of New York Mellon 1998 - Present
The Chase Manhattan Bank 1987 - 1998
Skills
Alternative Investments, Asset Management, Asset Managment, Bloomberg, CRM, Capital Markets, Derivatives, Equities, Financial Services, Fixed Income, Fund Of Funds, Funding, Hedge Funds, Investments, Investor Relations, Leadership, Management, Relationship Management, Securities
Education
Binghamton University 1983 — 1987
BS, Economics
Catalist 2009 - Present
QRS Newmedia 2009 - 2012
QRS Newmedia 2004 - 2009
Booz Allen Hamilton 1995 - 2004
The Chase Manhattan Bank 1993 - 1993
Skills
Strategic Planning, Management Consulting, Business Strategy, Start-ups, Renewable Energy, Government, Fundraising, Financial Modeling, New Business Development, Project Management, Due Diligence, Entrepreneurship, Business Development, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Political Campaigns, Strategy, Analysis, Program Management, Strategic Partnerships, Business Planning, Leadership, Forecasting, Management, Managerial Finance, Contract Negotiation, Project Planning, Executive Management, Strategic Communications, Competitive Analysis, Budgets, Strategic Financial..., Change Management, International Business, Analytics, Consulting, Finance, Policy Analysis
Education
Thunderbird School of Global Management 1992 — 1994
Master of Business Administration (MBA), Global Management with a focus in Finance
Appalachian State University 1986 — 1989
Bachelor of Science (BS), Economics, Banking, International Business
Wofford College 1984 — 1986
Bristol-Myers Squibb July 2010 - Present
Novartis Pharmaceuticals Corporation June 2009 - June 2010
Novartis July 2007 - May 2009
The Chase Manhattan Bank August 1998 - August 2000
AT&T May 1979 - June 1998
Skills
Cross-functional Team..., Marketing Strategy, Program Management, Product Launch, Management, Leadership, Marketing, Budgets, Customer Satisfaction, Healthcare, Customer Service, Customer Retention, Vendor Management, Project Management, Business Analysis, Change Management, CRM, Team Leadership
Education
Adelphi University
MBA, Finance
Adelphi University
MA, Elementary Education
Adelphi University
BA, Mathematics
RR Donnelley August 2008 - June 2011
Sterling Testing Systems March 2008 - June 2008
CheckFree Investment Services now part of Fiserv 2000 - 2008
Merrill Lynch 1999 - 2000
Thomson Financial 1998 - 1999
The Chase Manhattan Bank 1994 - 1997
Skills
Project Management, Strategy, Leadership, Management, SDLC, Business Analysis
Education
Baruch College, City University of New York (CUNY)
BBA, International Marketing
NYC DOF July 2010 - Present
JP Morgan Chase February 2010 - July 2010
NYSE Euronext (Amex services) 2001 - 2009
American Stock Exchange 2006 - 2008
SIAC 1997 - 2001
NYC Department of Education 1995 - 1996
The Chase Manhattan Bank 1994 - 1995
Skills
JCL, SDLC, Disaster Recovery, COBOL, Unix, Data Warehousing, CICS, XML, ITIL, Software Development, Databases, Program Management, Mainframe, ETL, Visio, Software Documentation, MVS, DB2, Requirements Analysis, Enterprise Architecture, Project Management, Security, SQL, IT Management, Solaris, z/OS, Systems Analysis, Testing, Business Analysis, Operating Systems, Vendor Management, Data Modeling, System Architecture, IT Operations, Integration, Perl, IT Strategy, Analysis, Informatica, Data Center, Software Project..., Business Intelligence, Linux, JES2, Unix Shell Scripting, IT Service Management, AIX, PMP, Oracle, PL/SQL
Education
SIAC, Brooklyn, NY 2006 — 2006
Certificat
George Washington University, School of Business & Public Management 2005 — 2005
Certificat
Globe Institute of Technology (formerly ASA, Inc.) 1992 — 1993
Diploma
Belaruski Dzjaržauny Agrarny Tehnièny Universitet 1978 — 1983
BS and MD
Bank of America May 2015 - Present
Bank of America September 2012 - May 2015
Bank of America July 2011 - September 2012
JPMorgan Chase April 2011 - June 2011
Binghamton University September 2010 - December 2010
Coleman Research Group May 2009 - August 2009
R. Kenyatta Punter & Associates May 2007 - January 2008
The Chase Manhattan Bank May 2005 - August 2005
Skills
Customer Satisfaction, Editing, English, Fundraising, Management, Mandarin, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Teaching, Customer Service, Data Analysis, Event Planning, Outlook, Public Speaking, QuickBooks, Sales
Education
Binghamton University 2008 — 2010
B.A., Asian and Asian American Studies, with a minor in Global Studies
Bard College 2004 — 2008
Associate's Degree, Liberal Arts
saint anns 1995 — 2004
The Ayers Group January 2015 - Present
Newark Alliance November 2010 - June 2014
City of Newark January 2008 - July 2010
Prudential Financial August 1998 - January 2008
Pershing September 1995 - August 1998
Morgan Stanley September 1993 - September 1995
The Chase Manhattan Bank August 1980 - September 1993
Skills
Talent Acquisition, Employee Relations, Talent Management, Human Resources, Performance Management, Organizational..., Recruiting, Succession Planning, Strategic Planning, Employee Engagement, Leadership Development, Workforce Planning, Workshop Facilitation, Personnel Management, Program Management, Leadership, Management, Management Consulting, Strategy, Change Management, College Recruiting, Employer Branding, Vendor Management, Executive Search, Policy, Hiring, Interviews, Organizational Design, Deferred Compensation, Onboarding
Education
Georgetown University 1976 — 1980
Masters, Middle Eastern Studies
American University of Beirut 1975 — 1976
Graduate Studies, Middle Eastern Studies
Duke University 1969 — 1973
BA, History
North Shore Capital Management May 1997 - Present
The Chase Manhattan Bank October 1990 - May 1997
American Express IDS 1989 - 1990
Citibank 1978 - 1989
Skills
Retirement Planning, Investments, Mutual Funds, Retirement, Estate Planning, Financial Planning, Fixed Annuities, Life Insurance, Long-term Care, Retirement and...
Education
Adelphi University 1983 — 1985
CFP, Finance
Hofstra University 1975 — 1977
BBA, Marketing
Agar Associates February 1992 - Present
Goldman Sachs 1990 - 1992
The Chase Manhattan Bank June 1988 - September 1989
J.P. Morgan & Co. November 1981 - June 1988
Skills
Executive Coaching, Leadership Development, Organizational..., Organizational..., Performance Management, Change Management, Coaching, Management Consulting, Executive Development, Team Building, 360 Feedback, Culture Change, Strategic Planning, Employee Relations, Metaphor Mapping, Creative Thinking and..., Talent Management, Leadership, Human Resources, Training, Succession Planning, Deferred Compensation, Cross-functional Team..., Organizational Design, Management Development, Management, Employee Engagement, Consulting, Program Management, Strategy, Workshop Facilitation
Education
University of Maryland at College Park 1975 — 1978
Masters Degree, Counseling and Personnel
Alfred University 1970 — 1974
Bachelors' Degree, Psychology
Bank of America June 2013 - March 2015
Bank of America, Mortgage Loan Modification, Loss Mitigation October 2010 - June 2013
Express Scripts November 2009 - October 2010
Bank of America (fka Countrywide) September 2005 - April 2009
Citi September 2000 - June 2005
The Chase Manhattan Bank 1993 - 1998
Skills
Management, Call Center, Program Management, Performance Management, Call Centers, Team Management, Sales, Project Management, Portfolio Management, Customer Retention, Vendor Management, Process Improvement, Loans, Operations Management, Financial Services, Customer Experience
Education
Capella University 2010 — 2015
Master, Mental Health Counseling, 3.8
Arizona State University 1983 — 1988
SunGard Public Sector August 2008 - Present
Binary Tree May 2011 - October 2012
Fidelity National Information Services January 1997 - January 2008
Fidelity National Information Services 1993 - 2008
Alltel Information Services January 1992 - January 1996
Chase Manhattan Bank January 1980 - January 1991
The Chase Manhattan Bank August 1980 - August 1990
Skills
Technical Writing, RoboHelp, FrameMaker, Technical Communication, Software Documentation, Online Help, Technical Documentation, DITA, SharePoint, Information Mapping, Content Management, SnagIt, Visio, HTML, Manuals, Agile Methodologies, Scrum, Author IT, MadCap Flare, Analysis, Quality Assurance, Requirements Analysis, Single Sourcing, Testing, XML
Education
City University of New York-Baruch College 1975 — 1980
Bachelor of Business Administration, Industrial Psychology
John Jay High School 1972 — 1975
Citi October 2013 - Present
PSCU February 2013 - September 2013
Fifth Third Bank October 2012 - February 2013
Staffing Resource Group, Inc May 2012 - October 2012
Bank of America 2005 - 2012
Bank of America September 2002 - 2005
Fleet Bank 2000 - 2002
Fleet Bank 1998 - 2000
The Chase Manhattan Bank 1996 - 1997
The Chase Manhattan Bank 1989 - 1996
Skills
Onboarding, Talent Acquisition, Applicant Tracking..., College Recruiting, Talent Management, Recruiting, Banking, Employee Relations, Performance Management, Succession Planning, Technical Recruiting, Temporary Placement, Internet Recruiting, Human Resources, Sourcing, Interviews, Executive Search, Strategy
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor's degree, Human Resources Management and Services
St. Louis Rams January 2015 - Present
St. Louis Rams March 2011 - Present
St. Louis Rams May 2010 - Present
Schlotzsky's, Inc. May 2009 - August 2009
The Chase Manhattan Bank September 2007 - May 2009
Skills
Ticket Sales, Event Planning, Event Management, Fundraising, Archtics Ticketing..., Microsoft Office, Sports Marketing, Sales, Social Media, Budgets, Customer Service, Marketing Strategy, Advertising, Strategic Planning, Coaching, Public Relations, Marketing, Public Speaking
Education
Baylor University 2006 — 2010
BBA, Sports, Sponsorship, and Sales and Management
iDriveThru 2010 - Present
Merrill Lynch / Bank Of America October 2009 - April 2012
Prudential Financial November 1998 - November 2009
EBS Dealing Resources 1997 - 1998
The Chase Manhattan Bank November 1991 - December 1997
Afcon Software & Electronics August 1988 - September 1989
Mamram November 1980 - November 1986
Skills
SDLC, Enterprise Software, SOA, Leadership, Strategy, Consulting, Project Planning, Management, Strategic Planning, Agile Methodologies, Web Services, Testing, Java Enterprise Edition, Business Analysis, Analysis, Architectures, Team Building, Java, Change Management, Project Management, Software Design, Management Consulting, Software Engineering, SQL, Process Improvement, Databases, Team Leadership, Web Development, Program Management, Architecture, Software Project..., Vendor Management, Analytics
Education
Sun Enterprise Architect 2009 — 2009
SUN Certified Enterprise Architect - J2EE 5 (SCEA)
New York Institute of Technology
MBA, Specialized in Finance
Bar-Ilan University 1984 — 1988
B. Sc., Computer Science / Math
Wells Fargo 2013 - Present
Wells Fargo 2012 - 2013
HSBC Securities 2010 - 2012
HSBC Securities 2009 - 2011
HSBC 2006 - 2011
HSBC Technology & Services - Global Technology (GLT) 2006 - 2008
HSBC Securities 2000 - 2006
The Chase Manhattan Bank 1998 - 2000
Satyam Computer services Limited 1997 - 1998
BFL Software 1995 - 1997
Skills
Fixed Income, Capital Markets, Investment Banking, Trading Systems, Equities, Derivatives, Financial Markets, SOA, Equity Derivatives, Back Office, Risk Management, Electronic Trading, Credit Derivatives, Interest Rate..., Vendor Management, Java Enterprise Edition, FX Options, Exchange Traded..., Futures Trading, Clearing, Emerging Markets, Program Management, Portfolio Management, C++, Java, Credit, FX, Trading, J2EE, Credit Risk, Middle Office, Options, Bonds, Swaps, Process Improvement, Equity Trading, Structured Products, Securities, Financial Services, Leadership, Exchange Connectivity, Offshoring, Enterprise Architecture, IT Strategy, Rates, Integration, Relationship Management, Financial Futures, CME, Prime Brokerage
Education
Alagappa University
Masters, Computer Science
Nagarjuna University
Bachelors, Computer Science
Trustees of the Estate of the Episcopal Diocese of Long Island November 2014 - Present
General Board of Examining Chaplains 2012 - Present
George Mercer, Jr. School of Theology 2007 - Present
General Theological Seminary November 2009 - October 2010
CSFB / Credit Suisse June 2000 - July 2006
Merrill Lynch September 1988 - February 2000
The Chase Manhattan Bank July 1981 - September 1988
IBM October 1967 - July 1981
Defense Information School April 1965 - October 1967
Skills
Teaching, Organizational..., Staff Development, System Administration, Coaching, Analysis, Leadership, Program Development, Budgets, Microsoft Office, Project Planning, Management Consulting, Religious Studies, Public Relations, Change Management, Consulting, Event Management, Information Technology, PowerPoint, Security, Training, Policy, Religion, Strategy, Project Management, Team Leadership, Event Planning, Customer Service, Management, Data Analysis, Microsoft Word, Administration
Education
New York University 1976 — 1993
Ph. D., History
Adelphi University 1972 — 1986
MBA
Saint John's University 1968 — 1976
MA, Asian History
Butler University 1966 — 1968
MA, History and Political Science
Dartmouth College 1960 — 1964
AB, Sociology
Jacobson Systems, Inc. 1980 - Present
Bankers Trust 1980 - 1982
Salomon Brothers 1979 - 1980
The Chase Manhattan Bank 1973 - 1979
McKinsey & Company 1972 - 1973
Stone & Webster 1971 - 1972
Education
University at Buffalo 1968 — 1971
BA
Baruch College, City University of New York (CUNY)
MBA
Deerpath Capital Management August 2012 - Present
Comerica Bank March 2010 - August 2012
Wells Fargo Advisors, LLC August 2008 - March 2010
Morgan Stanley January 2005 - August 2008
Smith Barney May 1999 - January 2005
Prudential Securities March 1997 - May 1999
The Chase Manhattan Bank June 1988 - March 1997
Education
Pace University - Lubin School of Business 1992 — 1995
MBA, Finance
Binghamton University - School of Management 1983 — 1987
BS, Finance
Syosset High School 1980 — 1983
H.S. Diploma
Dorchester House Multi Service Center June 2009 - August 2011
MediaSoul March 2004 - December 2009
Babson College ITSD August 2002 - May 2003
ACCION International January 2002 - August 2002
Babson College August 2001 - December 2001
Merrill Lynch May 2001 - August 2001
UCG August 2000 - May 2001
The Chase Manhattan Bank May 2000 - August 2000
Skills
SEO, Email Marketing, Social Networking, Copywriting, Research, Web Design, Management, Social Media, Advertising, Marketing Strategy, PowerPoint, Integrated Marketing
Education
Babson College 1999 — 2003
Bachelor of Science in Business, Marketing / Strategy
Crenshaw Highly Gifted Magnet
HS Diploma, College Prep
Entreprenuer June 2010 - Present
Indie Sponsor for Independent Artists 2012 - 2013
Attraction Markets 2010 - 2011
The Chase Manhattan Bank 1982 - 1984
National Academy of Sciences 1977 - 1981
Skills
Social Networking, Management Consulting, Social Media, Coaching, Online Marketing, Entrepreneurship, Small Business, Marketing Strategy, Business Coaching, Email Marketing, Public Speaking, Online Advertising, Strategic Planning, Social Media Marketing, Blogging, Marketing, New Business Development, Leadership Development, Marketing Communications, Executive Coaching, Digital Marketing, Personal Development, Start-ups, SEO, Advertising, Team Building, Business Strategy
Education
Wayne State University 2009 — 2012
Ashford University
Credit Suisse April 2014 - Present
Bank of America January 2013 - April 2014
S&P Capital IQ October 2008 - January 2013
The Princeton Review February 2007 - October 2008
Standard & Poor's November 2005 - February 2007
Merrill Lynch January 1999 - November 2005
The Chase Manhattan Bank August 1997 - January 1999
Atlas Air June 1996 - August 1997
Skills
Requirements Analysis, SQL, Microsoft SQL Server, Business Analysis, Integration, Quality Assurance, Software Documentation, Quality Center, Testing
Education
1986 — 1990
BS, Electronics, Computer Science
The Bank of New York Mellon March 2006 - Present
Citigroup 2005 - 2006
Deutsche Bank 1990 - 2005
The Chase Manhattan Bank 1984 - 1990
Skills
Wealth Management, Wealth Management..., Investment Management, Asset Allocation, Private Banking, Fixed Income, Asset Managment, Asset Management, Estate Planning, Investments, Equities, Hedge Funds, Financial Services, Securities, High Net Worth..., Financial Advisory, Wealth, Mutual Funds, Investment Advisory, Alternative Investments
Education
Fordham Gabelli School of Business 1988 — 1992
MBA, Finance
Boston College 1980 — 1984
BS, Economics, Marketing
Titan Software Inc January 2010 - Present
Titan Software Inc January 2005 - December 2009
Chevron January 2003 - January 2005
AT&T January 2001 - January 2003
Kaiser Permanente February 1999 - January 2001
Apple January 1987 - January 1989
Mervyns August 1980 - November 1986
The Chase Manhattan Bank August 1977 - July 1980
Skills
Business Process, SDLC, Change Management, Databases, Business Process Design, Solution Architecture, P&L Management, Tactical Planning, Analysis, Business Analysis, Process Improvement, Software Engineering, Management, Project Management, Managerial Finance, Business Intelligence, IT Strategy, Software Project..., Consulting, IT Management, Requirements Analysis, Information Technology, Strategy, Integration, Program Management, Budgets, CRM, Software Development, PMO, Enterprise Architecture, Project Portfolio..., ERP, PMP, Governance, IT Operations, DB2, Software Design, Systems Analysis, Financial Management, Budget Preparation, Agile & Scrum, Computer Security, Web Development, PHP, HTLM, JavaScript,..., Linux/Unix, Apple OS,..., Agile Methodologies, Enterprise Software, SaaS, Testing, Cross-functional Team...
Education
University of Phoenix 2001 — 2003
MBA, Technology Management
Rational University 1999 — 1999
Object-Oriented Analysis Using the UML
University of California, Berkeley 1988 — 1989
Master of Science (MS), Computer Science
California State University-Hayward 1985 — 1986
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
New York University 1977 — 1980
MS, Computer Science
IBM 1977 — 1978
IBM Software
Borough of Manhattan Community College 1976 — 1977
Computer Programming, Computer Science
Moscow Transport Institute (MTI) 1970 — 1975
MA, Mechanical Engineering
Cushman & Wakefield 2013 - 2015
Morgan Stanley 2011 - 2012
Dow Jones Investment Banker 2010 - 2011
Barclays Capital/Lehman Brothers 2006 - 2008
Lehman Brothers 2004 - 2006
UBS Investment Bank/PaineWebber Incorporated 1996 - 2004
U.S. Bancorp Piper Jaffray 2000 - 2001
Lazard Freres & Co. LLC 1998 - 1999
The Chase Manhattan Bank 1987 - 1996
Cappy Productions, Inc. July 1984 - August 1984
Skills
Equities, Private Equity, Corporate Finance, Equity Research, Venture Capital, Corporate Communications, Investor Relations, Finance, Series 7, Series 63, Equity Trading, Mergers, IPO, Research, Series 24, Specialist Sales, Financial Media, Idea Generation, Financial Writer, Executive Communications, Communication Training, Research Product..., Corporate Access, Content, Equity Sales, Earnings Due Diligence, Volcker Rule, Twitter, Columnist, M&A, Desk Analyst, Morning Call, Monetizing Content, Thematic Investing, Multi-product Outcomes, Cross Product, Speech Writing, Editing, Communications Plans, Mergers & Acquisitions, Investments, Fixed Income, Portfolio Management
Education
Boston College 1983 — 1987
Bachelor of Arts, Economics & History
Regis High School 1979 — 1983
Citi April 2014 - Present
Sterling National Bank (formerly Provident Bank New York) July 2012 - February 2014
Sterling National Bank (formerly Provident Bank New York) July 2009 - July 2012
MasterCard International August 2002 - December 2008
Avon June 1999 - August 2002
The Chase Manhattan Bank August 1993 - June 1999
Nielsen Claritas 1989 - 1993
Skills
Product Management, Segmentation, Product Development, Database Marketing, Direct Marketing, Market Research, CRM, Business Development, Financial Services, Strategy, Leadership, Business Strategy, Marketing, Customer Acquisition, New Business Development, Cross-functional Team..., Analysis, Business Intelligence, Management, Analytics
Education
Baruch College, City University of New York (CUNY)
MBA, Marketing
University of Rochester
BA, Economics
Bank of Tokyo-Mitsubishi UFJ November 2013 - July 2014
Surecomp March 2011 - July 2013
CGI Information Technology and Services January 2001 - 2010
Complex Systems Inc. - BankTrade January 1999 - January 2001
Deutsche Bank 1989 - 1999
BAII Banking Corporation - New York 1987 - 1989
The Chase Manhattan Bank 1985 - 1987
Skills
Trade Finance, Business Process, Analysis, Banking, CRM, Test Cases, Management, Requirements Analysis, Testing, Business Requirements, User Acceptance Testing, Requirements Gathering, SDLC, Business Analysis, Solution Architecture, Business Intelligence, Credit, Integration, Supply Chain, Software Development, Visio, Business Analyst, Project Implementation, Production Support, Trade Support, Letters of Credit, Standby L/C, Guarantees, Clean Colletions, UCP 600, QA, Quality Assurance, CGI Trade-360, allNETT, IBSnet, BANKTRADE, International Banking..., International Politics
Education
Baruch College, City University of New York (CUNY) 1983 — 1988
B.A, Political Sciences, 3.92
Baruch College, City University of New York (CUNY) 1983 — 1988
Bachelor's Degree, Political Science and Government, 3.92
Bank of New York Mellon March 2008 - June 2014
United Care Group, LLC September 2007 - January 2008
British Telecom January 2005 - September 2007
NYSE July 2001 - December 2004
Bear Stearns May 2000 - July 2001
Philip Morris Capital Corp November 1999 - April 2000
Purdue Pharma May 1999 - November 1999
Thomson Financial (RAIG) September 1998 - May 1999
Enterprise Engineering, Inc. November 1997 - September 1998
The Chase Manhattan Bank August 1995 - October 1997
Skills
Trading Systems, SDLC, Business Analysis, Requirements Analysis, Enterprise Architecture, Software Development, Integration, Business Requirements, SQL, Agile Methodologies, IT Strategy, Software Project..., Requirements Gathering, Unix
Education
Polytechnic University, New York 1994 — 1997
CS, Computer Science
Polytechnic University, Ukraine 1990 — 1994
New York University - Polytechnic School of Engineering
Vinnic'kij Nacional'nij Tehnicnij Universitet
Fedcap July 2012 - Present
D.D.C. Consulting February 2012 - Present
Cablevision - Rainbow - AMC Networks January 2007 - January 2012
Cablevision - Cable & Communications May 2005 - January 2007
NBMBAA - Westchester Greater/Connecticut January 2002 - December 2005
FoodChange 2003 - 2005
JPMorgan Chase 1998 - 2002
JPMorgan Chase 1993 - 1998
The Chase Manhattan Bank 1989 - 1993
Skills
Talent Management, Employee Relations, Performance Management, Organizational..., New Hire Orientations, Applicant Tracking..., Employee Benefits, Leadership, Workforce Planning, Strategy, Employee Engagement, Policy, Strategic Planning, Personnel Management, Leadership Development, Staff Development, Project Planning, Labor Relations, Nonprofits, Event Planning, Operations Management, Talent Acquisition, HR Management, Diversity, Executive Coaching, Event Management, Mentoring, Change Management, Telecommunications, Compensation & Benefit, Financial Services, Non-profits, Consultancy, Influencing, Training & Development, Mentoring Program..., Building High..., Human Capital Management, Administration, Program Facilitation, Motivating, Multi-Program Project..., Policy Development, EEO compliance, Collective Bargaining, Employment Law, MBTI, HR Policies, Conflict Resolution, Onboarding
Education
Rockhurst University Continuing Education Center 2010 — 2012
Several Certificates, Human Resources Management/Personnel Administration, General
Fordham University 1998 — 2000
Masters, Human Resources, 4.0
Pace University - Lubin School of Business 1991 — 1993
Bachelors, Business Management
Borough of Manhattan Community College 1982 — 1985
Associates, Computer Programming
Cablevision December 2005 - Present
Symbol Technologies January 2004 - December 2005
Cablevision Systems Corporation 1998 - 2003
Prime International Trading August 1994 - May 1998
The Chase Manhattan Bank 1993 - 1994
Skills
Financial Systems, Financial Modeling, Forecasting, Management, Analysis, Strategy, Finance, Product Management, Financial Reporting, P&L Management, Budgets, Financial Forecasting, Financial Analysis, Business Planning, Strategic Financial..., Business Analysis, Business Strategy, Team Management, Analytics, Strategic Planning, Process Improvement, Telecommunications, Corporate Finance, Managerial Finance, Business Process..., Cross-functional Team..., Mergers & Acquisitions, Accounting, Hyperion Enterprise, Competitive Analysis, Strategic Partnerships, Executive Management
Education
Hofstra University 1999 — 2001
MBA
Binghamton University - School of Management 1990 — 1994
BS
Bethpage High School 1986 — 1990
New York-Presbyterian Hospital February 2015 - Present
New York Presbyterian Hospital July 2007 - February 2015
Revlon June 2002 - May 2007
Travers Tool Company July 2000 - May 2002
Revlon March 1997 - July 2000
The Chase Manhattan Bank September 1995 - February 1997
NBC News 1993 - 1995
Skills
T-SQL, Relational Data Modeling, Kimball Methodology, Microsoft SQL Server, Visual Studio, BMC Remedy, Quest Spotlight, Litespeed, Analysis Services, SSIS, Replication, Star Schema, DTS, Visual Basic, MCDBA, MCSD, SMO, ADO.NET, ADO, VBA, DAO, VSS, Microsoft Office, Windows Server, Databases, MCITP, SSRS, Log Shipping, CMS, Policy Based Management, Profiler, DTA, Performance Analysis, Capacity Manager, RedGate, Powershell, DMO, VB.NET, Crystal Reports, ActiveReports, Solaris, C#, Software Development, Oracle, Business Intelligence, SQL, Integration
Education
Baruch College, City University of New York (CUNY) 1988 — 1993
BBA
JPMorgan Chase November 2011 - Present
JPMorgan Chase February 2010 - October 2011
JPMorgan Chase June 2004 - January 2010
JPMorgan Chase May 2003 - June 2004
The Chase Manhattan Bank 2000 - 2003
The Chase Manhattan Bank 1996 - 2000
Chemical Bank 1989 - 1996
Covidea 1984 - 1989
Education
Purchase College, SUNY 1978 — 1980
BA
Adelphi University
MBA
Baker Hughes Incorporated August 1994 - July 2007
Baker Hughes Russia Operations, Inc. 1993 - 1994
Baker Hughes Production Tools, Inc. 1990 - 1993
Baker Hughes Incorporated 1984 - 1990
Milchem Incorporated 1980 - 1984
The Chase Manhattan Bank 1974 - 1980
Peace Corps 1970 - 1972
Education
University of Michigan - Stephen M. Ross School of Business 1972 — 1974
MBA, International Finance
Albion College 1966 — 1970
BA, Mathematics, Economics, French
Goldman Financial Planning, Inc. August 2012 - Present
Wealth Gathering LLC June 2010 - Present
Assess Systems 2005 - October 2010
Bigby Havis & Associates 1995 - 2005
The Chase Manhattan Bank 1994 - 1995
Sirota & Associates 1993 - 1994
Assessment Systems Inc., New York 1992 - 1993
Skills
Personal Financial..., Financial Coaching, Behavioral Finance, Investment Advisory, Retirement Planning, College Funding..., Insurance, Organizational..., Coaching, Talent Management, Psychology, Management Consulting, Leadership Development, Executive Coaching, Change Management, Succession Planning, Strategic Planning, Data Analysis, Performance Management, Research, Small Business
Education
New York University 1992 — 1995
M.A., Industrial / Organizational Psychology
The University of Texas at Austin 1989 — 1992
B.A., Psychology
Boston University
Certificate, Financial Planning
BlueCross BlueShield VENTURE PARTNERS March 2011 - Present
Triple-S Management Corporation April 2008 - Present
Ubequity Partners, LLC July 2004 - Present
Grupo Guayacán/EnterPRize (non-profit)/Guayacan Private Equity Fund-of-Funds 2004 - Present
Neva Management Corp./Neva Venture Trust Fund July 1994 - July 2004
The Chase Manhattan Bank June 1988 - July 1994
Skills
Mergers, Corporate Development, Private Equity, Venture Capital, Start-ups, Entrepreneurship, Business Development, Business Valuation, Corporate Finance, Due Diligence, Financial Modeling, Strategy, Investments, Business Planning, Mergers & Acquisitions, Strategic Planning, Risk Management, Management Consulting, Financial Analysis, Valuation, Executive Management, New Business Development, Strategic Partnerships, Finance, Business Strategy, Strategic Financial...
Education
American University - Kogod School of Business 1984 — 1986
MBA, Finance
Georgia Institute of Technology - School of Electrical & Computer Engineering 1980 — 1984
BSEE, School of Electrical & Computer Engineering
Subiaco Abbey & Academy January 2013 - Present
Financial services BPO outsourcing October 2003 - Present
St Edmunds Academy 2007 - 2013
HSBC May 2001 - January 2003
Citibank April 2000 - May 2001
The Chase Manhattan Bank May 1998 - April 2000
Fidelity Investments January 1993 - May 1998
Skills
BPO, Outsourcing, Call Center, Telemarketing, Vendor Management, Customer Experience, Operations Management, Lead Generation, New Business Development, Customer Retention, Workforce Management, CRM, Business Development, Relationship Management, Account Management, Call Centers, Customer Satisfaction, Management, Sales, Leadership, Strategy, Process Improvement, Solution Selling
Education
Villanova University 1998 — 2000
MBA, Business
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
MBA, Business
The University of Dallas 1984 — 1988
BA, Biology- Pre Med
Subiaco Academy 1980 — 1984
HS, College Preparatory Boarding School
California Business Bank July 2013 - Present
Boyden Global Executive Search February 2006 - Present
Millennium Capital 1996 - Present
Millennium Bank April 1997 - June 2001
The Chase Manhattan Private Bank 1993 - 1995
Chase Manhattan Trust Company of California 1993 - 1995
JPMorgan Chase 1968 - 1995
The Chase Manhattan Bank 1989 - 1993
Chase 1987 - 1989
The Chase Manhattan Bank January 1985 - November 1987
Education
American University - Kogod School of Business 1967 — 1968
MBA, International Business
Franklin & Marshall College 1962 — 1966
Bachelor's degree, Business Administration
McKinsey & Company February 2015 - Present
McKinsey & Company January 2011 - January 2015
McKinsey & Company January 2009 - January 2011
McKinsey & Company May 2005 - January 2009
McKinsey & Company May 1996 - May 2005
The Chase Manhattan Bank February 1992 - May 1996
Education
Binghamton University
BA
LIU Post
MSLIS
Citibank July 2012 - Present
Eurohypo AG May 2002 - July 2012
Bear, Stearns & Co. Inc. March 1997 - April 2002
Bayerische Vereinsbank August 1995 - March 1997
The Chase Manhattan Bank February 1983 - August 1995
Skills
CMBS, Debt, Structured Finance, Loan Origination, Commercial Mortgages, Loan Sales, REO Sales, Due Diligence, Loans, Real Estate Financing, REO, Mezzanine, Real Estate Economics, Securitization, Credit Risk, Financial Structuring, Finance, Commercial Real Estate, Credit, Real Estate, Leadership, Negotiation, Capital Markets, Valuation, Private Equity, Portfolio Management, Asset Management, Credit Analysis
Education
Pace University - Lubin School of Business 1980 — 1982
MBA, Finance
Boston College 1977 — 1979
B.S., Biology
Chase July 2007 - Present
JPMorganChase 2007 - Present
JP Morgan Chase August 2001 - July 2007
Chase 2001 - 2004
The Chase Manhattan Bank 1992 - 1993
Skills
Strategic Planning, Team Building, Project Management, Leadership, Management, Business Analysis
Education
Adelphi University 1994 — 1997
MBA, Management
Adelphi University 1990 — 1992
BBA, Finance
TrueLight Energy LLC July 2013 - Present
Constellation Energy 2001 - May 2013
Agency.com September 2000 - September 2001
Bluefly January 2000 - August 2000
Thomson Financial Investor Relations August 1995 - January 2000
The Chase Manhattan Bank April 1987 - August 1993
Skills
Commodity Markets, Energy, Power Generation, PJM, Natural Gas, Smart Grid, Electricity Markets, Demand Response, Commodity, Renewable Energy, Energy Policy, Energy Management, Energy Markets, Solar Energy, Valuation, Mergers & Acquisitions, Leadership, Energy Efficiency, Electric Power, Project Management, Alternative Energy, Strategy, Energy Conservation, Program Management
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
American University 1993 — 1994
MA, International Relations - US Foreign Policy
Fordham University 1981 — 1985
BA, Communications
Fordham Preparatory School 1977 — 1981
JPMorgan Chase July 1990 - Present
JPMorgan July 1990 - Present
Chase Manhattan 1990 - Present
JPMorgan Chase Bank 1990 - Present
J.P. Morgan Chase 1990 - Present
JP Morgan Chase 1990 - Present
JP Morgan 1990 - Present
The Chase Manhattan Bank 1987 - Present
JPMorgan Asset Management 2000 - 2006
JPMorgan Invest February 2000 - December 2005
Skills
Management, Fixed Income, Financial Services, Risk Management, Equities, Capital Markets, Banking, Investment Banking, Hedge Funds, Portfolio Management, Collateral management, Repo, Financial Management..., Regulatory Affairs, Securities Regulation
Education
New York University 1988 — 1990
MBA, International Business and Marketing
Binghamton University 1983 — 1987
Bachelor of Science (B.S.), Finance and Financial Management Services
Scott Moser Consulting May 2015 - Present
MasterCard Worldwide January 2009 - March 2015
Orbiscom, Inc. 2005 - 2009
Orbiscom Inc. 2000 - 2005
The Chase Manhattan Bank 1994 - 2000
Skills
Financial Services, Payments, SDLC, Credit Cards, Banking, Business Analysis, Strategy, Software Development, Product Development, Debit Cards, Electronic Payments, Management, Product Management, Software Project..., Vendor Management, Payment Systems, Mobile Payments
Education
Binghamton University
Bachelor's Degree, Computer Science
Binghamton University
BS, Computer Science
Shearman & Sterling January 2003 - Present
U.S. Court of Appeals August 1993 - December 1994
American University Washington College of Law May 1991 - May 1993
City of New York August 1989 - August 1991
The Chase Manhattan Bank December 1987 - August 1989
Peace Corps January 1986 - September 1987
Skills
Corporate Law, Private Equity, Corporate Governance, Project Finance, Mergers & Acquisitions, Joint Ventures, Due Diligence, Structured Finance, Venture Capital, International Law, Corporate Finance
Education
American University, Washington College of Law 1991 — 1993
Doctor of Law (JD), Graduated Summa Cum Laude
Bucknell University 1981 — 1985
Bachelor of Arts (B.A.), Economics
University of Buckingham 1984 — 1984
Occassional Student (Exchange Student)
Villa Walsh 1978 — 1981
Broadridge Financial Solutions January 2008 - Present
U.S. Trust 1993 - 2007
The Chase Manhattan Bank 1987 - 1993
Chase Manhattan Corporation 1987 - 1993
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Banking, Financial Services, Corporate Finance, Variance Analysis, Investments, Finance, Account Reconciliation, Ad Hoc Reporting, Monthly Close Process, Financial Variance..., Internal Financial..., Consolidated Reporting, Training Delivery, Managerial Finance, Financial Risk, Securities, Risk Management, Credit, Internal Controls, Budgets, Financial Accounting, Mergers, Forecasting, Analysis, Mutual Funds, Bloomberg, Treasury Management, Management, Hedge Funds, Due Diligence, Derivatives, Valuation, Executive Management, Financial Audits, Auditing, Financial Forecasting, Essbase, Credit Analysis, Internal Audit, Treasury, US GAAP, Consolidation, Investment Banking, Hyperion Enterprise, Cash Flow, Capital Budgeting, Mergers & Acquisitions
Education
Saint John's University 1990 — 1993
Master's degree, Finance
Adelphi University 1983 — 1987
BS, Banking and Money Management
Herricks 1980 — 1983
The Chase Manhattan Bank 1983 - 2008
Chase Home Finance 1983 - 2008
JP Morgan Chase Bank 1983 - 2008
JPMorgan Chase 1983 - 2007
JP Morgan Chase 1983 - 2007
Chase Manhattan Corporation 1983 - 2007
J.P. Morgan Chase 1983 - 2007
Chase Home Lending 1983 - 2007
Education
Appalachian State University
MetLife May 2015 - Present
MetLife March 2012 - May 2015
Metlife November 2000 - March 2012
Credit Suisse First Boston August 1995 - November 2000
The Chase Manhattan Bank November 1987 - August 1995
AT&T June 1982 - October 1987
Skills
Project Planning, IBM iSeries, Operations Management, Governance, SSIS, Enterprise Architecture, PMO, SDLC, Business Analysis, Production Support, User Acceptance Testing, Visio, Project Management, Software Project..., Databases, IT Management, Business Intelligence, Outsourcing, PMP, Solution Architecture, ITIL, Data Migration, Business Process..., Database Design, IT Strategy, Project Portfolio..., Systems Analysis, Process Improvement, Oracle, Data Warehousing, Project Delivery, SOA, IT Service Management, Resource Management, Disaster Recovery, ERP, Business Process, Requirements Analysis, DB2, Agile Project Management, SharePoint, Vendor Management, Risk Management, Requirements Gathering, ETL, MS Project, Software Development, Program Management, Data Modeling, Integration
Education
Pace University 1990 — 1994
Master's Degree, Information Systems, 4.0
Baruch College, City University of New York (CUNY) 1981 — 1986
N/A, MBA
City University of New York-Brooklyn College 1977 — 1981
BS, Computer and Infomration Science
HomeSmart Realty March 2003 - Present
Awakening Seed School September 2008 - January 2012
Design Workshop March 2000 - May 2002
Architekton May 1998 - March 2000
JPMorgan Chase 1993 - 1997
The Chase Manhattan Bank 1993 - 1997
Skills
Real Estate, Residential, Proposal Writing, Investment Properties, Short Sales, Residential Homes, Sellers, Public Relations, Marketing Strategy, Sales, Contract Negotiation, Leadership, Public Speaking, Property, Customer Service, Team Building, Marketing, Management, Strategic Planning, Project Management
Education
Arizona State University 1994 — 1998
BA, Journalism Mass Communications
Ports America January 2013 - Present
Ports America March 2011 - December 2012
Mutual of Omaha October 2005 - March 2011
Direct Alliance Corp. (DAC) November 2003 - October 2005
The Chase Manhattan Bank June 1996 - November 2003
Skills
Project Portfolio..., Vendor Management, PMO, DHCP, Data Center Migrations, IT Outsourcing, IT Strategy, IT Management, SharePoint, Disaster Recovery, Project Management, Change Management, Data, PMP, Business Process..., Business Intelligence, Process Improvement, SDLC, ITIL, Business Analysis, Data Center, Requirements Gathering, Governance, Software Project..., Management, Information Technology, Strategy, Leadership, Integration, Program Management, Team Building, Team Leadership, Analysis
Education
Arizona State University 1993 — 1999
BS, Economics
University of Phoenix 2001 — 2003
MBA, eBusiness
Triland Metals April 2011 - Present
JCA CONSULTING March 2007 - Present
Bear, Stearns & Co. Inc November 1995 - April 2007
Bear, Stearns & Co. Inc. and Bear, Stearns Securities Corp. 1995 - 2007
The Chase Manhattan Bank February 1982 - November 1995
Skills
Hedge Funds, Securities, Derivatives
Education
Bates College
Rhode Island School of Design
Forte Capital October 2009 - Present
Roman Catholic Diocese of Rochester 2007 - Present
Bryce Capital Management, LLC April 1999 - September 2009
Rochester Area Community Foundation 2000 - 2003
Nazareth Schools 1999 - 2003
The Chase Manhattan Bank 1986 - 1999
JPMorgan 1986 - 1999
The Chase Manhattan Bank January 1992 - January 1994
Skills
Portfolio Management, Trading, Commodity, Investments, Mutual Funds, Asset Managment, Securities, Economics, Equity Research, Wealth Management, Fundraising, Strategic Financial..., Asset Management, Asset Allocation, Mergers & Acquisitions, Business Development, Fixed Income, Investment Strategies, Risk Management, Financial Analysis, Finance, Alternative Investments, Retirement Planning, Investment Advisory, Equities, Estate Planning, Wealth Management..., Hedge Funds, Financial Advisory, High Net Worth..., Private Equity, Capital Markets, Valuation, Investment Banking, Series 7, Financial Modeling, Corporate Finance, Series 63, Cash Management, Financial Planning
Education
Northeastern Seminary at Roberts Wesleyan College 2013 — 2016
Doctor of Ministry, Preaching and Homelitics
Saint Bernard's School of Theology and Ministry 2003 — 2007
m.Div, Theology
University of Rochester 1984 — 1986
MBA, Finance and Accounting
University at Buffalo 1978 — 1982
MS, Economics
University at Buffalo 1971 — 1977
BA, Psychology
St Joseph's Collegiate Institute 1967 — 1971
Regents Diploma, College Prep
Bank of America November 1991 - Present
The Chase Manhattan Bank July 1989 - November 1991
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
MBA, Finance
Boston College 1985 — 1989
BS, Finance
Trinity High School 1981 — 1985
The Chase Manhattan Bank
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
Southern Star PresidentChase Merchant Services2002 - 2005
Prudential Insurance 1997 - 2002
Alexander & Alexander 1995 - 1997
The Chase Manhattan Bank 1990 - 1995
Booz Allen Hamilton 1987 - 1990
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA
Princeton University 1980 — 1984
American College of Greece
Deutsche Bank Performance AnalystJPMorgan Chase1993 - 1999
The Chase Manhattan Bank 1991 - 1993
Education
Baruch College, City University of New York (CUNY) 1986 — 1990
LJL Associates June 2002 - Present
LJL Associates 2002 - Present
IAA Global 2001 - Present
International Advertising Association 2001 - Present
The Chase Manhattan Bank August 1986 - June 2001
Skills
Advertising, Marketing Strategy, Strategic Planning, Marketing Communications, Digital Marketing, Social Media Marketing, Integrated Marketing, Online Advertising, Marketing, Advertising Sales, Publishing, New Business Development, Media Planning, Public Relations, Strategic Communications, B2B, Event Management, Corporate Communications, Direct Marketing, SEM, Media Relations, Media Buying, Strategy, Marketing Research, Copywriting, Digital Media, Email Marketing, Social Media, Start-ups, Brand Management, Social Networking, SEO, New Media, Digital Strategy, Online Marketing, Lead Generation, Market Research, Mobile Marketing, Brand Development, Competitive Analysis, Marketing Management, Product Marketing, E-commerce, Entrepreneurship, Media Strategy, Google Analytics, Corporate Branding, Strategic Partnerships, B2B Marketing, Interactive Marketing
Education
Baruch College, City University of New York (CUNY) 1954 — 1959
Swedish American Hospital February 2013 - Present
Self-employed October 2000 - Present
The Chase Manhattan Bank December 1991 - September 2000
Skills
Strategic Planning, Marketing Communications, Marketing Strategy, Copywriting, Press Releases, Social Media, B2B
Education
Ball State University - College of Business 1990 — 1991
M.B.A., Marketing
Ball State University 1986 — 1990
B.S., Marketing
WR Starkey Mortgage July 2008 - Present
Cornerstone Mortgage Group March 2007 - July 2008
The Chase Manhattan Bank October 2005 - March 2007
Education
Arizona State University
Nine West Footwear November 2002 - Present
Nine West Footwear October 2001 - November 2002
The Chase Manhattan Bank August 1991 - March 2000
Skills
Apparel, Footwear, Web PDM, Styling, Shoes, Fashion, Leather, Merchandising, Inventory Management, Trend Analysis, Retail, PDM, Sales, Trend, Visual Merchandising, Marketing, Wholesale, Fashion Design, Trend Forecasting, Product Development, Store Management, Sketching, Luxury Goods, Inventory Control, Forecasting, Pricing, Sourcing, Global Sourcing, Trade Shows, Textiles, Purchasing, Brand Management, Customer Satisfaction, Window Displays, AS400 system, Assortment, Private Label
Education
Berkeley College 1989 — 1991
Associates Degree, Automated Office Technology
Sleepy Hollow High School 1985 — 1989
LaGuardia Community College April 2010 - Present
Linx Communications December 2005 - April 2011
The National Herald 2003 - 2004
Instinet Corporation 2001 - 2003
Astoria Federal Savings 1999 - 2001
The Chase Manhattan Bank 1998 - 1999
Warren/Kremer/CMP/Advertising 1995 - 1998
Skills
Public Relations, Media Planning, Research, Marketing Communications, Marketing Strategy, Analysis, Email Marketing, Social Media, Market Planning, Creative Direction, Brand Development, Copywriting, Project Planning, Event Planning, Direct Marketing, Strategic Planning, Program Management, Integrated Marketing, Facebook, Sales, Analytics, Advertising, Social Media Marketing, Social Networking, Blogging, Strategy, Lead Generation, Direct Mail
Education
Baruch College, City University of New York (CUNY)
OM Ships International August 2008 - Present
DriveTime January 2000 - July 2008
Cygnet Financial Services January 1998 - December 1999
First Interstate Bank December 1994 - December 1995
The Chase Manhattan Bank October 1986 - December 1994
Arizona State University March 1980 - September 1984
Arizona State University March 1977 - March 1980
Arthur Andersen & Co. June 1970 - March 1977
Skills
Financial Analysis, Strategic Planning, Financial Reporting, Managerial Finance, Accounting, Forecasting, Process Improvement, Budgets, Customer Service, Analysis, Mergers & Acquisitions, Project Management, Leadership, Microsoft Excel, Change Management, Management, Project Planning, Nonprofits, Leadership Development, Strategy, Finance, Team Building, Organizational...
Education
Arizona State University 1971 — 1972
MBA, Business
Arizona State University 1966 — 1970
BS, Accounting
Silver Leaf Partners March 2013 - Present
Centenium Advisors LLC 2006 - March 2013
Arnhold and S. Bleichroeder 1993 - 2004
Bankers Trust Company 1988 - 1991
First Chicago Bank & Trust 1985 - 1988
PepsiCo 1983 - 1985
The Chase Manhattan Bank 1976 - 1983
Education
Harvard Business School 1974 — 1976
Ateneo de Manila University 1968 — 1972
AB, Economics
Starpoint Solutions December 1990 - Present
Bank of Tokyo-Mitsubishi March 1986 - March 1990
The Chase Manhattan Bank March 1984 - March 1986
Education
Baruch College, City University of New York (CUNY)
BS, Business and Marketing
istarfinancial.com senior vice presidentiStar Financial Inc.2003 - Present
The Chase Manhattan Bank 1986 - 1992
Education
Barnard College
Bachelor of Arts (B.A.)
New York University, Stern School of Business
Master of Business Administration (MBA), Finance, General
JPMorgan Chase & Co. September 2015 - Present
Morgan Stanley January 2006 - May 2015
Morgan Stanley May 2003 - December 2005
The Chase Manhattan Bank September 1996 - May 2003
JP Morgan 2000 - 2003
Chase Manhattan Corporation 1996 - 2000
Bear Stearns 1993 - 1996
Bear Stearns 1993 - 1996
Skills
Risk Management, Investment Banking, Vendor Management, Financial Services, Operational Risk..., Financial Risk, Operational Risk, Business Transformation, Business Analysis, Executive Management, IT Strategy, Asset Managment, Business Continuity, Fixed Income, Trading Systems, Project Delivery, Mergers & Acquisitions, Banking, Information Technology, Information Security, Relationship Management, Equities, Capital Markets, Information Security..., Portfolio Management, Project Portfolio..., Security, Disaster Recovery, Enterprise Risk..., Governance, Business Continuity..., Prime Brokerage, IT Audit, Low Latency, IT Risk Management, Management, Enterprise Architecture, Leadership, Strategy, Consulting
Education
Binghamton University
Bachelor of Applied Science (BASc), Computer Science
Grand Avenue Junior High School
Grand Avenue Junior High School
Grand Avenue Junior High School
Grand Avenue Junior High School
State University of New York at Binghamton
BS, Computer Science
Gamez Group, LLC. 2002 - Present
Oracle Corporation 2006 - 2008
Pricewaterhousecoopers Consulting Group LLP 2000 - 2002
Bank One Corporation 1997 - 2000
Bank One Corporation 1995 - 1997
Bank One Corporation 1993 - 1995
The Chase Manhattan Bank 1987 - 1991
Skills
Client Development, Global Client Management, Increased Profitability, Financial Analysis, Financial Reporting, Financial Systems, Financial System..., Strategic Negotiations, Supplier Negotiation, Performance Improvement, Bank Mergers, Integration, Cost Accounting, Cost Reduction..., Global Finance, Start-up Consulting, Start-up Ventures, Revenue Streams, Sales Management, High-Impact Sales..., Sales Growth, Management Consulting, Investor Relations, Reporting Systems, Business Process..., Cost Reporting, PeopleSoft, Hyperion EPM
Education
University of Chicago 2009 — 2010
Financial Analysis Certificate, Finance and Financial Management Services
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA, Finance/International Finance
Eurocentre, Paris, France 1991 — 1991
French Language Certification, Graduate French Business Program
Boston College 1983 — 1987
Bachelor of Arts (B.A.), Economics
Employee Care Resources 2009 - Present
Senior Network Solutions, Ltd. 2004 - 2011
NY Life Investment Management 2001 - 2003
Signature Financial Group 1990 - 2001
The Chase Manhattan Bank 1973 - 1989
Skills
Long Term Care Insurance, Medicare Advantage, Medicare Supplemental, Medicare Part D, Employee Benefits, Medicare, Investments, Insurance, Long-term Care, Healthcare, Health Insurance, Fixed Annuities, Disability Insurance, Life Insurance, Estate Planning, Retirement Planning
Education
University of Rochester - Simon Business School 1971 — 1973
MBA, Finance
Boston College 1964 — 1968
AB, Economics
Resources Global Professionals October 2015 - Present
Daiichi-Sankyo September 2013 - March 2015
Daiichi Sankyo September 2010 - March 2015
RGP 2015 - 2015
RGP 2015 - 2015
Prudential April 1996 - December 2009
The Chase Manhattan Bank January 1992 - April 1996
Skills
Project Portfolio..., Operational Risk..., Process Management, Quality Management, Change Management, Risk Management, Operations Management, MS Project, Project Performance, Scope Planning, Project Manager..., Senior Stakeholder..., Third Party Vendor..., Managing Project Budgets, Human Resources, Security, Vendor Management, Visio, Requirements Gathering, Software Project..., Testing, Project Planning, PMO, Business Process..., Business Analysis, SDLC, Budgets, Cross-functional Team..., Program Management, Process Improvement, Business Process, Outsourcing, IT Strategy, Business Intelligence, Requirements Analysis, Management, Governance, Business Transformation, ERP, IT Management, CRM, Project Management, Leadership, Analysis, Strategic Planning, Strategy, Integration
Education
Belmont Abbey College 1987 — 1991
BA, History
Wells Fargo September 2009 - March 2014
JPMChase May 2000 - October 2009
JPMorgan 2000 - 2008
The Chase Manhattan Bank 2000 - 2002
Morgan Stanley January 1999 - January 2000
CSK Software (Kibo Group) 1998 - 2000
Citibank September 1998 - January 1999
KBC Bank August 1998 - November 1998
Skills
Market Data, Integration, Trading, Investment Banking, Access, Analysis, Business Analysis
Education
Borough of Manhattan Community College 2009 — 2010
EDB, Business Management
Baruch College, City University of New York (CUNY) 1995 — 1997
BA, Business Administration
JPMorgan Chase September 2010 - Present
MetLife Bank (MetLife Home Loans) March 2009 - August 2010
406 Partners May 2006 - December 2008
Credit Suisse August 2001 - April 2006
Salomon Smith Barney - Citi Group June 2000 - July 2001
The Chase Manhattan Bank May 1999 - May 2000
Cendant Corporation, Inc May 1997 - April 1999
Pentafour Software & Exports Ltd. Chennai, India June 1994 - April 1997
Skills
Credit Risk, Financial Risk, Banking, Analytics, Credit, Portfolio Management, Loans, Fixed Income, Capital Markets, Risk Management, Financial Services, Mortgage Lending
Education
Bharathidasan University 1988 — 1994
MS, Computer Science
Series 7 & 63
Series 7 & 63
Town of Hempstead February 2001 - Present
Freeport Chamber of Commerce August 1999 - February 2001
The Chase Manhattan Bank September 1982 - August 1989
Education
Adelphi University 1978 — 1982
BBA, Marketing
General Reinsurance Corporation November 1987 - August 2012
The Chase Manhattan Bank February 1984 - September 1987
Proskauer Rose LLP September 1978 - February 1984
Skills
Intellectual Property, Reinsurance, Compliance, Contract Negotiation, Licensing, Privacy, Outsourcing, E-commerce, Corporate Governance, Privacy Law
Education
Columbia Law School 1975 — 1978
J. D., Law
Barnard College 1970 — 1974
B. A., English
Barclays Capital September 2008 - Present
Lehman Brothers September 2000 - September 2008
Fleet Bank January 1996 - September 2001
Bank of Tokyo-Mitsubishi 1995 - 1997
The Chase Manhattan Bank 1991 - 1996
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
BBA, Finance
Holy Cross High School 1982 — 1986
University of Michigan, Statistical Analysis of Biomedical and Education Research (SABER) Unit April 2015 - Present
University of Michigan August 2014 - April 2015
CUREM Research January 2014 - August 2014
Michigan Association for Foster Adoptive and Kinship Parents (MAFAK) 2012 - August 2014
Cerenis Therapeutics February 2011 - January 2014
Leaders in eDesign, Inc. April 2008 - December 2011
University of Michigan June 2010 - February 2011
Scientific Consulting LLC February 2007 - 2010
The Chase Manhattan Bank October 2002 - November 2006
Pfizer 2005 - 2006
Skills
Clinical Trials, Pharmaceutical Industry, EDC, Data Management, Clinical Research, Clinical Data Management, Clinical Development, Project Management, 21 CFR Part 11, FDA, GCP, Biotechnology, CRO, Regulatory Affairs, ICH-GCP, Clinical Monitoring, Regulatory Submissions, Databases, SOP, CTMS, Validation, Protocol, Lifesciences, Quality Assurance, Diabetes, Pharmacovigilance, Oracle Clinical, Drug Discovery, Drug Development, Clinical Study Design, Inform, Pharmacology, Therapeutic Areas, CRF design, IND, Medidata, Cardiology, Life Sciences
Education
Baker College Center for Graduate Studies 2005 — 2007
M.B.A, Business Administration, concentration in Management
Eastern Michigan University 1994 — 1999
B.A, Japanese language & Int'l Trade, minor in Int'l Business
Pioneer High School 1990 — 1994
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
HSBC March 2009 - Present
Middle Market Start Up Company May 2008 - March 2009
Lehman Brothers September 2007 - May 2008
Merrill Lynch January 2003 - September 2007
Fleet Bank February 2000 - January 2003
Bank of Tokyo-Mitsubishi June 1996 - February 2000
Chemical Bank October 1994 - June 1996
The Chase Manhattan Bank September 1992 - June 1996
Skills
Capital Markets, Portfolio Management, Credit Analysis, Corporate Finance, Private Equity, Credit, Financial Structuring, Loans, Banking, Mergers & Acquisitions, Syndications, Asset Based Lending, Cash Flow, Capital, Finance, Loan Origination, Financial Analysis, Investment Banking, Financial Modeling, Mergers
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Finance
Boston College 1988 — 1992
BS, Finance / Marketing
Fordham Preparatory School 1984 — 1988
HS Diploma
F&D Reports August 1998 - Present
FD ARMS August 1998 - Present
Information Clearinghouse Inc. August 1998 - Present
Creditntell August 1998 - Present
The Chase Manhattan Bank 1995 - 1998
Skills
Credit Risk, Leadership, Finance, Financial Analysis, Risk Management, Credit Evaluation, Bankruptcy, Cash Flow Forecasting, Financial Risk, Credit, Retail, Access, Sarbanes-Oxley Act, Portfolio Management, Analysis, Acquisition Integration, Credit Analysis
Education
Hofstra University 1993 — 1998
MBA, Finance
Binghamton University 1988 — 1992
BS, Accounting
McKesson October 2008 - Present
The Chase Manhattan Bank October 2000 - September 2008
Education
Arizona State University
Bessie Stolatis - Computer Consultant January 2006 - Present
Westchester Community College 2003 - Present
The Chase Manhattan Bank March 1983 - August 1997
Skills
EHR, Microsoft Office, EMR, Visio, Project Management, PowerPoint, Program Management, Team Building, Software Documentation, Healthcare Information..., Process Improvement, Outlook, Microsoft Excel
Education
Baruch College, City University of New York (CUNY) 1978 — 1983
BBA, Computer Systems
Westchester Community College
Health Information Technology
AT&T July 2009 - Present
JPMorgan Chase January 2005 - October 2008
JPMorgan Chase July 2002 - December 2004
JPMorgan Chase November 2000 - June 2002
The Chase Manhattan Bank February 1995 - October 2000
Chemical Bank July 1983 - January 1995
Programming Resources May 1980 - June 1983
Skills
Program Management, Process Improvement, Project Management, Business Analysis, Vendor Management, System Requirements, Business Process..., Business Requirements, Systems Engineering, Mobile Applications, Application Architecture, Strategy, Integration, Leadership, PMO, Information Technology, SDLC, Business Process, ITIL, Cross-functional Team..., Product Management, IT Management, IT Service Management, PMP, Change Management
Education
Columbia Engineering 1976 — 1982
Industrial Engineer, Industrial Engineering
Columbia Engineering 1973 — 1975
Master of Science, Industrial Engineering
Bangladesh University of Engineering and Technology 1967 — 1972
Bachelor of Science, Mechanical Engineering
City of Greeley May 2011 - Present
City of Greeley February 2011 - May 2011
City of Greeley April 2010 - February 2011
Greeley Police Department November 2008 - September 2010
University of Northern Colorado 2008 - 2010
The Chase Manhattan Bank June 2008 - November 2008
MacHendrie's Office Electronics May 1993 - June 2008
Education
University of Northern Colorado 2003 — 2010
Business, Finance
Aims Community College 1993 — 2008
A.S, Liberal Arts
JPMorganChase & Co January 2005 - July 2011
CITIC Ka Wah Bank August 2004 - January 2005
The Chase Manhattan Bank January 1982 - August 2002
ITT Worldcom August 1980 - January 1982
Skills
Management, Program Management, Software Documentation, Outlook, Finance, Banking, Quality Assurance, Financial Accounting, Integration, Business Analysis
Education
Baruch College, City University of New York (CUNY) 1974 — 1976
BBA
The Hong Kong Polytechnic University 1970 — 1973
BA
Social Security Administration September 2009 - Present
Ascend One July 2009 - September 2009
Branch Banking and Trust January 2006 - July 2008
MetLife Financial Services May 2005 - January 2006
The MONY Group December 2003 - May 2005
M&T Bank May 2003 - December 2003
Allfirst Bank (formerly First National Bank of MD) August 1989 - May 2003
The Chase Manhattan Bank September 1988 - August 1989
CrossLand Savings FSB October 1982 - September 1988
Skills
Banking, Risk Management, Investments
Education
College for Financial Planning 2006 — 2007
Registered Para Planner, Planning
Adelphi University 1982 — 1989
B.B.A., Business Administration / Finance
G W Hewlett High School 1979 — 1982
JP Morgan Managing DirectorBear StearnsJanuary 2004 - July 2008
Lutheran Brotherhood January 1999 - September 2000
Goldman Sachs 1991 - 1999
The Chase Manhattan Bank 1977 - 1991
Skills
Fixed Income, Banking, Equities, Hedge Funds
Education
Gettysburg College 1971 — 1975
B.A.
Adelphi University
MBA, Business Administration
ING Financial Holdings Corp. October 2002 - November 2014
Hillside Advisors Inc. October 1999 - October 2002
Dai-Ichi Kangyo Bank September 1997 - October 1999
The Chase Manhattan Bank 1974 - 1996
Skills
Banking, Capital Markets, Credit Risk, Derivatives, FX Options, Financial Markets, Financial Risk, Financial Services, Fixed Income, Investment Banking, Portfolio Management, Securities, Equities, Structured Finance, Trading
Education
Baruch College, City University of New York (CUNY) 1969 — 1974
BBA, marketing
HJ Sims March 2015 - Present
Fifth Third Securities 2013 - 2014
Fifth Third Bancorp 2003 - 2013
National City Bank January 1996 - July 2003
natcity 1996 - 2003
chase manhattan bank 1986 - 2003
The Chase Manhattan Bank September 1986 - April 1993
the chase Manhattan Bank 1986 - 1993
Skills
Investments, Portfolio Management, Series 7, Bonds, Series 63, Securities, Fixed Income, Capital Markets, Asset Management, Investment Banking
Education
New York University, Stern School of Business 1993 — 1995
Master of Business Administration (MBA), Finance, General
Alma College 1982 — 1986
ba, business
Park Tudor School 1978 — 1982
prep, prep
JTRS Business Environments Authorized KNOLL Dealer February 2015 - Present
Syracuse Office Environments November 1996 - January 2015
The Chase Manhattan Bank April 1991 - August 1993
Mitchell Associates April 1988 - April 1991
Frank Wolf Company April 1985 - April 1988
Skills
Furniture, Space-planning, Interior Design, Furnishings, Move Management, Account Management, New Business Development, AutoCAD, Submittals, Sketching, Microsoft Office, Government Relations, Consultative Selling, Interior Architecture
Education
Arcadia University 1980 — 1984
BFA, Interior Design
John W. Bristol & Co., Inc. October 2014 - Present
WallachBeth Capital August 2013 - April 2014
Lazard Capital Markets January 2012 - December 2012
ITG March 2002 - November 2011
Pershing December 1996 - March 2002
DLJ Asset Management June 1996 - December 1996
Nomura Securities May 1988 - May 1996
Prudential Bache November 1986 - April 1988
The Chase Manhattan Bank July 1985 - October 1986
Skills
Series 7, Series 63, Series 55, Series 9, Series 10, Trading, Derivatives, Prime Brokerage, Equities, Options, Equity Trading, Bloomberg, Electronic Trading, Hedge Funds, Trading Systems, Investments, Capital Markets, Commodities, Mutual Funds, Equity Research, Equity Derivatives, New Business Development, Proprietary Trading, FINRA, Financial Markets, Commodity, Fixed Income, Series 24, Portfolio Management, Investment Banking, Securities, ETFs, Alternative Investments, Market Data, Bonds, FX Options, Private Equity, Valuation, Asset Management, Trading Strategies, Technical Analysis, Emerging Markets, Asset Allocation, Hedging, FX trading, Currency, Swaps, Low Latency, Structured Products, Investment Management
Education
Boston College 1981 — 1985
BA, economics
Xavier High School 1978 — 1981
Transfiguration School
New York Life Director of OperationsNew York Life Insurance2008 - Present
The Chase Manhattan Bank 1992 - 1999
Chemical Bank 1992 - 1996
Education
Baldwin Wallace University 1984 — 1991
Bachelors, Communication; Business
Sumitomo Mitsui Banking Corporation October 1996 - Present
The Chase Manhattan Bank 1980 - 1996
The Chase Manhattan Bank, NA 1980 - 1996
Skills
Credit, Credit Analysis, Capital Markets, Credit Risk, Investment Banking, Portfolio Management, Corporate Finance, Financial Modeling, Banking, Structured Finance, Commercial Banking, Strategy, Loans, Financial Structuring, Commercial Lending, Financial Analysis
Education
New York University, Stern School of Business
Master of Business Administration (M.B.A.), Finance, General
Babson College
BS Management, Accounting & Finance
HVB March 1997 - June 2009
The Chase Manhattan Bank 1983 - 1997
Skills
Credit Risk, Leadership, Credit, Management, Banking, Structured Finance, Financial Institutions, Due Diligence, Capital Markets, Risk Management, AML, Financial Risk, Asset Management, Market Risk, Financial Structuring, Derivatives, Financial Analysis, Private Equity, Corporate Finance, Project Finance
Education
Adelphi University
BA, French, Money & Banking
Independent Consultant - Financial Industry January 2002 - Present
RSM McGladrey, Inc 2009 - 2010
Investec Earnst & Company 2000 - March 2002
The Dime Bankcorp, Inc. 1994 - 2000
The Office of Thrift Supervision 1986 - 1994
The Chase Manhattan Bank 1980 - 1986
Skills
Internal Audit, Banking, Internal Controls, Financial Risk, Enterprise Risk..., Sarbanes-Oxley Act, Risk Assessment, Financial Services, Credit Risk, Process Improvement
Education
Baruch College, City University of New York (CUNY) 1972 — 1974
MA, Economics, Finance
Saint Vincent College 1964 — 1968
BA, Economics, Finance
Commerce Bank of Arizona June 2008 - Present
Commerce Bank of Arizona/Towne Bank of Arizona 2008 - Present
Towne Bank of Arizona 1964 - May 2010
Horizon Community Bank 2004 - 2008
Bank of theSouthwest 2002 - 2003
J P Morgan Chase 1964 - 1998
JPMorgan Chase 1964 - 1998
The Chase Manhattan Bank 1964 - 1997
Skills
Small Business Lending, Branch Banking, Banking, Loans, Portfolio Management, Credit, Commercial Lending, Commercial Banking, Lines Of Credit, Credit Analysis, Credit Risk, Real Estate, Finance, Mergers & Acquisitions, Mortgage Banking, Cash Flow, Risk Management, Consumer Lending, Underwriting, Mortgage Lending, Asset Based Lending, Commercial Mortgages, Construction Loans, Financial Analysis, Loan Origination, Real Estate Financing, Treasury Management, Residential Mortgages, Refinance, Loan Modifications, Real Estate Economics, Asset Management, FHA, Financial Structuring, Retail Banking, Due Diligence, Financial Risk, Commercial Real Estate, Funding, Valuation, Investments, Structured Finance, Capital Markets, Asset, Restructuring, Disposition, Reverse Mortgages, Private Equity, Investment Banking, SBA
Education
Adelphi University 1964 — 1974
BS Banking/Finance, Banking- Branch and Small Business Specialist
Salal Credit Union October 2014 - Present
Wells Fargo Capital Finance April 2012 - September 2014
Wells Fargo Home Mortgage October 2011 - April 2012
The Chase Manhattan Bank June 2008 - July 2011
War Elephant 2009 - 2010
Skills
Marketing, Mortgage Lending, Credit, Loans, Underwriting, Financial Analysis, Management, Customer Service, Banking, Financial Risk, Financial Services, Account Reconciliation, Public Speaking, Analysis, Leadership, Financial Modeling, Finance, Sales, Microsoft Word, Microsoft Office, PowerPoint, Team Building, Investment Properties, Strategic Planning
Education
Arizona State University - W. P. Carey School of Business 2007 — 2009
B.S. Marketing, Marketing
Operation HOPE March 2012 - Present
Students Rising Above 2007 - Present
Alliant International Univeristy January 2005 - Present
Union Bank 1996 - Present
Union Bank of California January 1995 - January 2009
The Chase Manhattan Bank 1979 - 1989
Skills
Banking, Commercial Banking, Business Planning, Management, Mergers & Acquisitions, Mortgage Lending, Sales Management, Business Development, Career Counseling, Cash Management, Commercial Lending, Consumer Lending, Credit Analysis, Credit Risk, Executive Management, Financial Analysis, Investments, Loans, Leadership, Portfolio Management, Relationship Management, Retail Banking, Program Management, Small Business Lending, Strategic Planning, Risk Management, Strategy, Treasury Management
Education
Alliant International University-San Diego Scripps Ranch 1972 — 1976
BA, International Relations & Economics
Intel Corporation January 2015 - Present
Statera October 2013 - Present
Intel Corporation May 2012 - October 2013
Arizona Public Service (APS) October 2011 - April 2012
Arizona Department of Education March 2011 - December 2011
Arizona's First Things First October 2009 - March 2011
TriWest Healthcare Alliance June 2009 - October 2009
The Chase Manhattan Bank October 2007 - January 2008
Skills
SharePoint, .NET, Microsoft Office..., SSRS, SDLC, SharePoint Designer, ASP.NET, C#, InfoPath, Microsoft SQL Server, TFS, T-SQL
Education
Arizona State University 2004 — 2008
Business, Sociology, Business Administration
Arizona State University 1994 — 1998
Bachelor of Business Administration (B.B.A.)
Fort Lewis College
Century 21 Commonwealth Relationship ManagerBrown Brothers Harriman1994 - 1998
The Chase Manhattan Bank 1990 - 1994
Education
Boston College 1986 — 1990
BA, Economics and Spanish
Dolby Laboratories February 2014 - Present
Dolby Laboratories July 2011 - January 2014
Dolby Laboratories December 2007 - July 2011
Delhaize Group September 2005 - December 2007
Starwood Hotels & Resorts Worldwide, Inc. September 2001 - August 2005
The Chase Manhattan Bank September 1999 - August 2000
Arthur Andersen CPA July 1994 - August 1999
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Internal Audit, Financial Analysis, Auditing, Accounting, US GAAP, Process Improvement, Due Diligence, Corporate Finance, Budgets
Education
University of Cambridge 2000 — 2001
MBA
Beijing Foreign Studies University 1990 — 1994
BA, English
Beijing No 4 Middle School 1987 — 1990
The Bank of Tokyo-Mitsubishi UFJ, Ltd. 1993 - Present
Bank of Tokyo-Mitsubishi 1993 - 1996
Savings Bank of Rockland County 1989 - 1993
The Chase Manhattan Bank 1989 - 1989
Chase Home Mortgage 1982 - 1989
Education
Westwood Regional High School 1972 — 1976
Bergen Community College
AAS, Accounting
Ramapo College of New Jersey
BS, Accounting
Citibank Financial 2004 - Present
Ria Financial 2001 - 2004
The Chase Manhattan Bank 1996 - 2001
Education
Baruch College, City University of New York (CUNY) 1988 — 2000
MBA, Finance
Columbia University in the City of New York 1979 — 1983
BS, Business Administration
Citi Private Bank March 2006 - Present
Citigroup Asset Management August 2004 - October 2005
Citigroup Asset Management March 2000 - July 2004
Citigroup Asset Management October 1997 - February 2004
Bankers Trust Company May 1996 - September 1997
Bank of America September 1994 - March 1996
The Chase Manhattan Bank October 1990 - August 1994
Skills
Fixed Income, Asset Managment, Portfolio Management, Securities, Financial Services, Equities, Asset Management, Risk Management, Capital Markets, Client Services
Education
City University of New York-Baruch College
BBA, Major - Finance/Minor - Accounting
Weiser LLP January 2007 - April 2009
CBIZ Accounting, Tax and Advisory Services January 2006 - December 2006
Oikos Ventures LLC/Steven K. Aronoff, PC December 2000 - January 2006
Martoni Enterprises January 2000 - August 2000
The Chase Manhattan Bank November 1983 - January 2000
Skills
Tax, QuickBooks, General Ledger, Financial Accounting, Auditing, Account Reconciliation, Financial Statements, Tax Preparation, Tax Research, Tax Returns, Corporate Tax, Bookkeeping, Accounts Payable, Accounting, Income Tax, Journal Entries, Bank Reconciliation, Payroll, CPA, Peachtree, Financial Analysis, Accounts Receivable, Variance Analysis, Payroll Taxes
Education
Borough of Manhattan Community College 2011 — 2011
Certificate of Completion, Medical Assistant Specialist
City University of New York-Brooklyn College 1988 — 1995
BS, Accounting
FirstBank of Puerto Rico 2006 - Present
The Chase Manhattan Bank February 1969 - June 1995
Education
Boston College
AB
Tongal May 2008 - Present
Half Shell Entertainment 2005 - 2010
Alvarez & Marsal 2003 - 2005
The Chase Manhattan Bank 1998 - 2000
Skills
Venture Capital, Private Equity, Corporate Development, Strategy, Start-ups, Business Strategy, Business Development, Entrepreneurship, Digital Media, Mergers & Acquisitions, Marketing Strategy, Strategic Partnerships, Digital Marketing, Analytics
Education
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2003
MBA
Boston College 1993 — 1997
Hollyford Consulting June 2014 - Present
FPG Partners May 2013 - May 2014
Hudson Advisors, LLC February 2011 - December 2012
Lone Star Funds / Hudson Advisors September 2009 - February 2011
Morgan Stanley 2004 - 2009
Morgan Stanley August 1998 - July 2003
AIG Trading Group September 1994 - June 1996
The Chase Manhattan Bank 1993 - 1994
The Chase Manhattan Bank 1990 - 1993
The Chase Manhattan Bank 1989 - 1990
Skills
Private Equity, CMBS, Valuation, Securitization, Capital Markets, Financial Modeling, Hedge Funds, Mezzanine, Investment Banking, Corporate Finance, Asset Managment, Capital Raising, High Yield, Due Diligence, Investments, Financial Structuring, Asset Management, Alternative Investments, Portfolio Management, Leveraged Finance, Investor Relations, Mergers & Acquisitions, Acquisitions, Structured Finance, Capital Structure, Emerging Markets, Fixed Income, Funding, Private Placements
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (MBA)
Baylor University - Hankamer School of Business 1985 — 1989
Bachelor of Business Administration (BBA), International Business and Marketing
Lazard Asset Management/Alternative Investments 2010 - 2014
State Street Corporation 2008 - 2010
Lazard Asset Management December 1999 - 2008
The Chase Manhattan Bank 1997 - 1999
Dreyfus 1996 - 1997
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
Hadley Associates January 1994 - Present
Weidlinger Associates, Inc. May 1986 - October 1994
The Chase Manhattan Bank July 1983 - August 1986
Skills
Strategic Financial..., Investments, Business Strategy, Financial Analysis, Team Building, New Business Development, Insurance, Retirement Planning, Mergers, Risk Management, Sales Management, Project Management, Retail, Mutual Funds, Small Business, Mergers & Acquisitions, Financial Planning
Education
Columbia University - School of International and Public Affairs 1977 — 1979
MPA, Policy Analysis/Economics
Baruch College, City University of New York (CUNY) 1973 — 1977
BBA, Business Administration
TechPar Group 2002 - Present
Lakeside Financial Services 1995 - Present
Thomson Financial June 1997 - March 1998
PaineWebber April 1994 - March 1995
Nomura Securities International March 1987 - April 1994
First Interstate Bank 1984 - 1987
The Chase Manhattan Bank April 1974 - September 1984
Skills
Risk Management, Change Management, Business Transformation, Management Consulting, Business Strategy, Business Intelligence, Strategic Planning, Organizational Design, Consultancy, Organizational Change, Governance, IT Strategy, Fixed Income, Financial Services, Banking, Capital Markets, Portfolio Management, Mergers & Acquisitions, Business Development, Derivatives, Investment Banking
Education
Pace University 1974 — 1980
Doctor Professional Studies (with distinction), Finance, Management, International Business
Baruch College, City University of New York (CUNY)
MBA, Administration & Policy
City University of New York-Brooklyn College
BA (cum laude), Mathematics
J.P. Morgan Chase Bank, N.A. February 2012 - Present
The Chase Manhattan Bank June 2003 - February 2012
Skills
Loans, Mortgage Banking, Mortgage Underwriting, FHA, Loan Origination, Credit, Refinance, Residential Mortgages, USDA, Credit Analysis, VA loans, FHA financing, FNMA
Education
Bethune-Cookman University 1991 — 1994
Accounting