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.
The Chase Manhattan Bank Salaries. You can even request information on how much does The Chase Manhattan Bank pay if you want to. Learn about salaries, pros and cons of working for The Chase Manhattan Bank directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,225 The Chase Manhattan Bank employees in database. Find out everything there's to know about The Chase Manhattan Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
The Chase Manhattan Bank Employees
Capital One July 2009 - July 2015
Beal Bank July 2008 - July 2009
Goldman Sachs February 2007 - June 2008
Citi November 2000 - February 2007
Insight February 1997 - November 1999
The Chase Manhattan Bank August 1993 - February 1997
Skills
Loss Mitigation, Default, Foreclosures, Mortgage Banking, Banking, Risk Management, Mortgage Servicing, Loan Servicing, Loans, Financial Services, Mortgage Lending, Vendor Management, Credit Analysis, Credit Risk, Portfolio Management, Financial Analysis, Property, Start-ups, Training & Development, Strategic Planning, Research, Quality Control, Project Management, Product Development, Management, Process Improvement, Policy Development, Cost Control, Operations Management
Education
Strayer University (VA) 2010 — 2016
Bachelor of Business Administration
Rio Salado College 1994 — 2004
AA
Matthews Group Real Estate, LLC October 2012 - Present
The Matthews Group at William Raveis March 2012 - Present
Vantage Capital Group May 2011 - June 2012
Admiral Capital Management LLC January 2010 - May 2011
Spearhead LLC February 2007 - January 2010
Citigroup 1996 - 2007
Myerberg and Company 1995 - 1996
GE Capital 1991 - 1995
The Chase Manhattan Bank 1988 - 1991
Skills
Hedge Funds, Real Estate, Alternative Investments, Asset Management, Equities, Finance, Investments, Management, Private Equity, Sales, Strategy, Valuation, Capital Markets, Fund Of Funds
Education
Syracuse University 1984 — 1987
Bachelor's degree
Millbrook School 1981 — 1984
Marsh & McLennan Companies, Inc. August 2011 - Present
JPMorgan Chase & Co October 2005 - August 2011
Chase Manhattan Corporation September 2004 - October 2005
Chase Manhattan Bank January 1999 - September 2004
The Chase Manhattan Bank March 1996 - January 1999
The Chase Manhattan Bank January 1994 - March 1996
USAA Property & Casualty Ins January 1991 - January 1994
NationsBank January 1988 - January 1991
Skills
Change Management, Talent Management, Employee Relations, Organizational..., Outsourcing, Employee Benefits, Human Resources, Risk Management, Deferred Compensation, Program Management, Team Building, Process Improvement, Leadership, Leadership Development, Performance Management, Payroll, Succession Planning
Education
University of Tampa 1991 — 1995
MBA, Labor Relations
State University of New York College at Oneonta 1978 — 1983
BS, Statistics and Economics
The Chase Manhattan Bank October 2007 - April 2015
Calstar Capital Corporation 1993 - 2015
Skills
Investment Properties, Commercial Real Estate, Strategic Planning, Real Estate, Asset Management, Customer Service, Due Diligence, Microsoft Office, Disposition
Education
San Diego State University-California State University 1973 — 1975
AA, Theatre, Adapted Physical Education
Cabrillo Junior College 1972 — 1973
None, Early Childhood Education and Teaching
Fly Communications October 2013 - Present
Pubs Arena April 2014 - Present
On The Go Brands 2012 - 2013
BioRay February 2010 - 2012
Piehead Productions 2009 - 2011
The O Group January 2008 - March 2009
Public New York January 1997 - February 2007
The Chase Manhattan Bank 1996 - 1997
The Bank of New York 1995 - 1996
JPMorgan Chase 1994 - 1995
Skills
Real Estate, Fine Art, Social Media Marketing, Furniture, Advertising, Digital Marketing, SEO, Marketing, Marketing Strategy, Public Relations, Graphic Design, Sales, User Experience, New Business Development, Mobile Devices, Copywriting, Brand Development, Digital Media, Creative Direction, Digital Strategy, Integrated Marketing, Email Marketing, Online Marketing, Social Media, Business Strategy, Strategy, Management, Online Advertising, Marketing Communications, Social Networking
Education
Royal Holloway, University of London 1989 — 1993
Undergrad, English Lit
Ipswich High School
North Metro, MN July 2013 - Present
US Bank June 2010 - July 2013
US Bank February 2009 - June 2010
Massage Envy September 2007 - February 2009
Wells Fargo March 2003 - March 2007
Turner Prescription Center, Galesburg, IL July 2001 - August 2002
Oswego County OB-GYN PC January 1990 - July 1999
The Chase Manhattan Bank May 1987 - May 1988
Department of Defense May 1978 - October 1980
United States Department of Defense May 1978 - October 1980
Skills
Risk Management, Sales, Staff Development, Conflict Resolution, Account Reconciliation, Mediation, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Public Speaking, Event Planning, Research, Data Entry, Banking, Team Building, Outlook, Project Planning, Government, Time Management, Human Resources, Teaching, Accounting, Leadership, Project Management, Finance, Process Improvement, Analysis, Management, System Administration, Training, Budgets, Data Analysis, Access, Community Outreach, Fundraising, Leadership Development, Policy
Education
Oswego County BOCES School of Practical Nursing 1989 — 1989
LPN, Practical Nursing
State University of New York College at Oswego 1972 — 1977
Bachelor of Arts (BA), German
Berlin American High School 1968 — 1972
Schulz Consulting LLC January 2014 - Present
New York Life May 2006 - December 2012
The Chase Manhattan Bank October 2002 - May 2005
Skills
Strategic Financial..., Investments, Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Insurance, Wealth Management, Mutual Funds, Estate Planning, Financial Analysis, Employee Benefits, Financial Planning, Small Business, Customer Service, Sales, Banking, Team Building, Event Planning, Leadership, Social Media, Management, Strategic Planning
Education
Texas A&M University - Mays Business School 1998 — 2002
BBA, Finance
American Bank, N.A. August 2014 - Present
Northern Trust August 2012 - July 2014
Regions Bank December 2010 - August 2012
Comerica Technology & Life Sciences Group August 2004 - December 2010
The Chase Manhattan Bank December 1988 - February 2000
Skills
Wealth Management, Mortgage Lending, Lines Of Credit, Investments, Underwriting, Cash Management, Private Equity, Risk Management, Finance, Credit, Trusts
Education
Southern Methodist University - Cox School of Business 1988 — 1989
MBA, Finance
Texas Tech University 1984 — 1988
BBA, Finance
TruConnect August 2015 - Present
Boingo Wireless April 2014 - June 2015
MyLife.com June 2012 - January 2014
Boingo Wireless December 2008 - June 2012
Levy Consulting inc., & Gatherspace.com July 2007 - November 2008
Infospace.com December 2005 - July 2007
USSearch.com / First Advantage July 2000 - March 2005
The Chase Manhattan Bank 1998 - 2000
Agency.com 1997 - 1998
Skills
Product Management, Agile Methodologies, Mobile Devices, E-commerce, SaaS, Cross-functional Team..., Mobile Applications, User Experience, Agile Project Management, Enterprise Software, CRM, Business Analysis, Product Development, Project Management, Start-ups, Software Project..., Management, SDLC, PMP, Software Development, Strategy, Leadership, Requirements Analysis, Cloud Computing, Quality Assurance, Product Strategy, Agile, Mobile, Startup Development, Lean Startup, Tableau, Product Marketing, Marketing
Education
San Diego State University-California State University 1987 — 1991
Business (BS), Information Systems
Taft High School
Haley Marketing Group December 2006 - Present
Wachovia Securities, LLC September 2004 - November 2005
KeyBank December 1997 - September 2004
The Chase Manhattan Bank June 1983 - December 1997
Skills
Email Marketing, Marketing Strategy, Newsletters, Strategic Planning, Social Media Marketing, Online Marketing, Social Media, SEO, Copywriting, CRM, Direct Marketing, Web Design, Online Advertising, Event Management, Integrated Marketing, Facebook, Sales, Google Analytics, Direct Mail, Recruiting, Web Analytics, Marketing, Relationship Marketing, Digital Marketing, Blogging, Social Networking, Brand Development, Strategy, Website Development, B2B, Creative Direction, Content Marketing, Web Development, PPC, Lead Generation, SEM, Business Development, Digital Strategy, Google Adwords, Market Planning, Entrepreneurship, Start-ups, Press Releases, WordPress, Content Management
Education
State University of New York College at Buffalo
Bachelor of Science
Mt. St . Mary Academy
US Department of Homeland Security August 2010 - Present
US Department of Homeland Security August 2010 - Present
American Cancer Society & Wounded Warrior Foundation 2009 - Present
Morgan Stanley Smith Barney - Princeton Information April 2010 - August 2010
TCT Cost Consultants 2009 - August 2010
U.S. Green Building Council 2009 - August 2010
Pershing 2007 - 2009
JP Morgan Chase 1990 - 2007
JPMorgan Chase 1990 - 2007
The Chase Manhattan Bank 1990 - 2007
Skills
Solution Architecture, Enterprise Architecture, Secure Computing..., Cloud Computing, Private Cloud, Public Cloud, Six Sigma, CMMI Level 5, Agile Methodologies, Scrum, RAD, JAD, COBIT, RUP Methodologies, Mergers, Enterprise Integration, System Testing, Performance Improvement, Mobile Technology, Information Assurance, Information Security..., TQM, ITIL, IT Strategy, SEI CMM, Operational Risk..., Technology Risk, IT Service Management, IT Security Best..., Remote Access, SELC, SDLC, Business Process..., Operating Efficiencies, Cost Management, IT Service Delivery, Matrix Management, Building World Class..., Compliance, Data Privacy, Privacy Protection, Privacy Compliance, Performance Testing, Integration Testing, High Availability..., Business Continuity, Disaster Recovery, Building Coalitions, Service Delivery..., Service Level Management
Education
Agile Development
SCRUM Master
SIx Sigma
Black Belt
Total Quality Management (TQM)
Facilitator
Stony Brook University
KBC Bank & Verzekering March 2012 - Present
Investment Bank August 2009 - January 2012
JP Morgan 1997 - December 2007
JPMorgan Chase 1995 - 1997
The Chase Manhattan Bank July 1987 - January 1995
Skills
Change Management, Talent Management, Performance Management, Compensation, Employee Relations, Recruiting, Diversity, Strategic Advisory, Human Resources, Leadership, Fixed Income, Interviews, Management, Strategy, Personnel Management, Coaching, Organizational..., Investment Banking, Mergers & Acquisitions, Deferred Compensation, Consulting, Organizational Design
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, Business Administration & English
RBS Citizens 2011 - 2014
The Mergis Group October 2008 - June 2011
Bank of America 2003 - 2008
Citigroup 1997 - 2003
Financial Performance Corp 1995 - 1997
The Chase Manhattan Bank January 1994 - September 1995
Bankers Trust July 1983 - December 1993
Skills
Program Management, Business Development, Management, CRM, Marketing, Banking, Cash Management, Financial Services, Payments, Strategy, Credit Cards, Cross-functional Team..., Sales, Risk Management, Marketing Strategy, Direct Marketing, Product Management, Leadership, Vendor Management
Education
Saint Lawrence University 1981 — 1985
BS, Economics
Blind Brook HS
Wells Fargo Bank June 2010 - Present
Treasure State Bank 2006 - July 2010
US Bank 2004 - 2005
First Interstate Bank 2001 - 2003
JP Morgan Chase 1994 - 2000
Citibank 1989 - 1994
The Chase Manhattan Bank 1983 - 1988
Skills
Liquidity Management, Portfolio Management, Risk Management, Credit, Hedge Funds, Banking, Equities, Securities, Investments, Strategic Planning, Financial Risk, Insurance, Derivatives, Commercial Banking, Cash Management, Investment Management, Financial Services, Finance, Wealth Management, Loans, Series 7, Strategy, Financial Advisory, Financial Structuring, Management, Financial Analysis
Education
San Francisco State University, College of Business 1978 — 1981
Bachelor of Science, Finance, Economics
Samsung Electronics America June 2014 - Present
Samsung Electronics America, Inc February 2013 - June 2014
EK Success September 2009 - December 2012
Macy's April 2008 - September 2009
JPMorgan Chase December 2006 - June 2007
JP Morgan Chase April 2005 - December 2006
JP Morgan Chase May 2000 - April 2005
The Chase Manhattan Bank August 1998 - May 2000
The Chase Manhattan Bank April 1998 - August 1998
Bear Stearns December 1997 - March 1998
Skills
Word, Outlook, Excel, PowerPoint, Access, Business Intelligence, WebIntelligence, Microsoft Excel, Writing, Microsoft Office, Process Improvement, Web Intelligence, Data Analysis, Accounting, Leadership, Team Building, Project Planning, Human Resources, QuickBooks, Marketing, Marketing Communications, Team Leadership, Microsoft Word, Financial Analysis, Event Planning, SAP, E-commerce, Reverse Flow Management, Budgets, Forecasting, Training, Sales, Strategic Planning, Negotiation, Management, Merchandising, Inventory Management, Customer Service, Market Research, Account Management, Social Media, Pricing, Event Management, Product Development, Marketing Strategy, Cross-functional Team..., Social Media Marketing, Sales Operations, Sales Management
Education
Rutgers, The State University of New Jersey-Newark
BS, Accounting
Federal Reserve Bank of New York March 2012 - Present
NumeriX February 2009 - March 2012
Citibank September 2007 - July 2008
Credit Suisse April 2002 - August 2007
NetSchool1 March 2000 - August 2001
Nomura International plc July 1996 - March 2000
Merrill Lynch 1991 - June 1996
The Chase Manhattan Bank 1990 - 1991
Salomon Brothers 1986 - 1990
Skills
Derivatives, Credit Derivatives, Risk Management, Asset Management, Trading, Electronic Trading, Bonds, Credit, Hedge Funds, Market Risk, Equities, Credit Risk, Options, Asset Managment, Capital Markets, Portfolio Management, Financial Markets, Fixed Income, Financial Risk
Education
Stanford University 1979 — 1985
PhD, Economics
University of Wisconsin-Madison 1978 — 1979
MS, Economics
University of Pennsylvania 1971 — 1975
BA, Economics
University of Pennsylvania - The Wharton School 1971 — 1975
BSE, Accounting
Taft School 1967 — 1971
BBVA Compass 2011 - Present
LPSI 2010 - 2011
Fiserv IP Solutions January 2010 - September 2010
Deutsche Bank September 2006 - June 2009
JPMorgan Chase October 2004 - August 2006
JPMorgan Chase January 2002 - September 2004
JPMorgan Chase October 1996 - August 2000
Fiserv March 1994 - October 1996
The Chase Manhattan Bank May 1983 - March 1994
Thomas Cook August 1982 - May 1983
Skills
Vendor Management, Product Management, Strategy, Cash Management, Treasury Management, Payments, Program Management, Risk Management
Education
State University of New York College at Oswego 1975 — 1979
BS, Business Finance & Economics
IntercontinentalExchange, Inc. March 2003 - Present
Instinet 1997 - 2002
The Chase Manhattan Bank September 1984 - February 1997
Skills
Product Development, Electronic Trading, Equities, Business Planning, Business Analysis, Strategic planning, Pricing strategy, Product innovation, Client Analysis, Social Media, Business Strategy, Relationship Management, Trading Systems, Sales Analysis, Competitive Analysis, Competitive Intelligence, Business Valuation, Strategic Initiatives, Innovation Management, Strategy, Strategic Partnerships
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance, International Business
Syracuse University 1980 — 1984
BS, Finance, Statistics
JPMorgan Asset Management March 2014 - Present
JPMorgan Chase 2008 - 2014
Lord Abbett 2006 - 2008
Prudential Financial 1996 - 2006
The Chase Manhattan Bank 1994 - 1996
The Chase Manhattan Bank 1991 - 1994
Skills
Strategy, Risk Management, Portfolio Management, Fixed Income, Equities, Leadership, Management, Product Management, Investments, Securities, Asset Management, Financial Services
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
EMBA, Finance
Rutgers University-New Brunswick 1985 — 1989
BS, Economics
Madison Central High School, Old Bridge NJ 1981 — 1985
Citigroup Capital Markets November 1999 - Present
Universal Automated Systems 1997 - 1999
Smith Barney December 1994 - September 1997
The Chase Manhattan Bank June 1992 - December 1994
Manufacturers Hanover Trust 1989 - 1992
Systematics/Alltel(current Fidelity Financial) 1987 - 1989
Skills
Business Analysis, Trading Systems, COBOL, JCL, User Acceptance Testing, DB2, Java, SQL, Analysis, Capital Markets, Banking, Problem Solving, Word, Microsoft Office, Outlook, Excel
Education
Rochester Institute of Technology 1981 — 1987
BS, Computer Science
Jamaica High School 1978 — 1981
GE Healthcare IT February 2011 - Present
Eclipsys / Allscripts June 2005 - February 2011
SIAC September 2001 - June 2005
Mount Sinai Medical Center March 1998 - December 2000
The Chase Manhattan Bank March 1988 - March 1998
Grumman Data Systems August 1986 - March 1988
Skills
Disaster Recovery, Windows Server, System Administration, Data Center, Unix, Integration, VMS, Intersystems Cache, ITIL, SOA, Servers, VMware ESX, Troubleshooting, Operating Systems, IT Service Management, IT Operations, Databases, Management, System Deployment, IIS, Active Directory, Solaris
Education
Grumman Data Systems Institute 1985 — 1986
Diploma, Computer Programming
Suffolk County Community College 1983 — 1985
Computer Science
Conduit Capital Partners, LLC December 2003 - Present
Zurich Scudder Investments October 1993 - December 2003
BNP Paribas July 1984 - October 1993
The Chase Manhattan Bank May 1973 - July 1984
Skills
Alternative Investments, Energy, Project Finance, Latin America, Private Equity, Asset Management, Investments, Emerging Markets, Mergers & Acquisitions, Venture Capital, Asset Managment, Corporate Finance, Derivatives, Due Diligence, Equities, Finance, Financial Modeling, Financial Structuring, Fund Of Funds, Funding, Hedge Funds, Strategy, Structured Finance, Valuation
Education
New York University - Leonard N. Stern School of Business 1977 — 1979
MBA(ABD), Finance & Accounting
Stevens Institute of Technology 1970 — 1974
BE, Mechanical Engineering/Heat & Power
Fourth Economy Consulting November 2014 - Present
Marywood University 1999 - Present
Mid Atlantic Angel Group 2009 - Present
TMG Health April 2011 - May 2014
Misericordia University May 2011 - August 2011
Northeastern Pennsylvania Technology Institute January 2003 - April 2011
CyLogix, Inc/ Keane, Inc January 2000 - December 2002
HarperCollins Publishers September 1994 - December 1999
The Chase Manhattan Bank August 1982 - August 1994
Skills
IT Management, Consulting, Healthcare, Higher Education, Information Technology, Leadership, Strategy, Team Leadership, Team Building, Teaching, Staff Development, Public Speaking, Project Management, Process Improvement, Operations Management, Integration, E-commerce, Analysis, Budgets, Business Analysis, Business Strategy, Change Management, Coaching, Cross-functional Team..., Databases, Disaster Recovery, Financial Services, Healthcare Information..., IT Strategy, Interviews, Management, Management Consulting, Networking, Program Management, Project Planning, Start-ups, Strategic Planning, Telecommunications, Troubleshooting, Vendor Management, Business Intelligence, SDLC, System Administration, Windows, Systems Analysis, Software Documentation, Visio
Education
W. Averill Harriman College at SUNY Stony Brook 1976 — 1978
MS
Stony Brook University 1972 — 1976
BS
Marywood
Oswego Health August 2014 - Present
Cystic Fibrosis Foundation March 2011 - July 2014
American Red Cross of Central New York August 2007 - March 2011
The Broadwell Companies April 2007 - August 2007
Holiday Inn Carrier Circle October 2006 - April 2007
Fairway Manor, Inc February 2003 - October 2006
Humphrey's Hideaway, Inc May 1992 - August 2006
The Chase Manhattan Bank October 1989 - June 1993
First Federal of Largo September 1984 - June 1989
Skills
Fundraising, Grant Writing, Community Outreach, Event Management, Non-profits, Board Development, Volunteer..., Stewardship, Campaign Managment, Strategic Planning, Program Management, Leadership, Event Planning, Nonprofits, Volunteer Management, Public Speaking, Marketing Communications, Public Relations, Program Development, Management, Social Networking, Community Development, Social Media, Leadership Development, Non-profit..., Philanthropy, Time Management, Newsletters, Organizational..., Human Resources, Marketing, Media Relations, Annual Giving, Strategic Communications, Non-profit Board..., Grants
Education
State University of New York College at Oswego 2002 — 2009
BS, Business Administration
State University of New York College at Oswego
BS, Business Administration and Management, General
SunGard November 2013 - Present
Markit June 2012 - October 2013
Calypso Technology May 2010 - June 2012
Progress Apama June 2008 - May 2010
Misys (Summit Systems) 2001 - 2008
Gain Capital 2000 - 2001
SunGard 1996 - 2000
The Chase Manhattan Bank 1995 - 1996
Skills
Credit Risk, Financial Markets, Market Risk, Trading Systems, Financial Risk, Market Data, Finance, Banking, Product Management, Derivatives, FX Options, Financial Services, Business Development, Trading, Business Analysis, Capital Markets, Leadership, Risk Management, Bloomberg, Analytics, Fixed Income, Electronic Trading, Business Strategy, Salesforce.com, Hedge Funds, Enterprise Software
Education
Siena College 1986 — 1989
Bachelor of Science (BS), Finance
Empower Federal Credit Union 2015 - Present
Key Bank 2010 - 2015
Wilber National Bank 2007 - 2010
Partners Trust Bank 2003 - 2007
Fleet National Bank 2000 - 2003
The Chase Manhattan Bank 1983 - 2000
Skills
Loans, Commercial Lending, Commercial Banking, Banking, Credit, Credit Analysis, Small Business Lending, Portfolio Management, Financial Analysis, Commercial Real Estate, Underwriting, Credit Risk, Mortgage Lending, Commercial Mortgages, Consumer Lending, Lines Of Credit, Loan Origination, Finance, Risk Management, Refinance
Education
Rochester Institute of Technology
BS
The Chase Manhattan Bank Commercial Credit Training
Bachelor of Science
KPMG May 2015 - Present
Beacon Partners July 2014 - Present
Allscripts September 2012 - February 2014
Prognosis Health Information Systems March 2011 - September 2012
Ingenix Consulting September 2008 - November 2010
Cerner Corporation July 1996 - September 2008
Seer Technologies January 1989 - May 1996
The Chase Manhattan Bank February 1987 - January 1989
United States Army January 1983 - February 1987
Skills
Program Management, Change Management, Professional Services, EHR, Operations Management, Healthcare IT, Management Consulting, Consultative Selling, Executive Management, Staff Development, Strategic Planning, Product Management, Strategic Partnerships, Enterprise Software, Revenue Cycle, Healthcare Information..., Selling, Software Implementation, Leadership, Business Development, Process Improvement, Team Building, Project Management, Management, Business Strategy, Hospitals, HIPAA, Healthcare Industry, Informatics, Strategy, IT Strategy, HL7, Healthcare Consulting, Start-ups, Integration, EMR, Consulting, Healthcare, Business Analysis, Business Intelligence
Education
Texas A&M University 1981 — 1982
Master of Science, Industrial Engineering
University of South Florida 1976 — 1981
Bachelor of Science, Industrial Engineering
South Texas Money Management August 2009 - Present
AIG March 2000 - August 2009
The Chase Manhattan Bank August 1990 - February 2000
Skills
Fixed Income, Portfolio Management, Asset Managment, Bonds, Bloomberg, Investments, Mutual Funds, Asset Allocation, Trading, Investment Advisory, Wealth Management, Investment Management
Education
Texas A&M University - Mays Business School 1988 — 1990
MBA, Finance
Southern Methodist University 1981 — 1985
BBA/BA, Business
HSBC Securities July 2004 - Present
HSBC March 2000 - July 2004
CSC March 1999 - March 2000
Republic National Bank June 1988 - March 1999
The Chase Manhattan Bank March 1985 - June 1988
Skills
Business Analysis, Banking, IT Management, Risk Management, Trading Systems, Capital Markets, Electronic Trading, Vendor Management, Software Project..., IT Strategy, Equities, SDLC, Management, SaaS, Portfolio Management, Program Management, Disaster Recovery, Requirements Analysis, Data Center, Derivatives, Financial Services, Fixed Income, Project Management, Investment Banking, Strategy, Hedge Funds, Enterprise Architecture, Integration, Business Continuity, Process Improvement, Product Management, Relationship Management, Business Intelligence, Cloud Computing, PMO, Change Management, Unix, Outsourcing, Governance, Infrastructure, ITIL, IT Operations, Project Portfolio..., Virtualization
Education
Stony Brook University 1979 — 1981
BS
State University of New York College at Oswego 1977 — 1979
N.Y.U. Stern School, Berkley Center for Entrepreneurship September 2008 - Present
Four Block Foundation February 2013 - Present
Sunvestor, Inc. April 2001 - April 2003
London & Bishopsgate International April 1990 - May 1992
Lehman Brothers September 1984 - April 1990
The Chase Manhattan Bank 1976 - 1982
Kidder, Peabody & Company 1975 - 1976
Massachusetts Institute of Technology (MIT) 1974 - 1975
Skills
Leadership Development, Leadership, Strategic Planning, Event Planning, Portfolio Management, Financial Modeling, Entrepreneurship, Emerging Markets, Microsoft Office, Corporate Finance, Staff Development, Management Consulting, Strategic Partnerships, Volunteer Management, Editing, Microsoft Excel, Mergers, New Business Development, Global Business..., Human Resources, Recruiting, College Recruiting, Project Management, Market Entry, Problem Structuring, Competitive Intelligence, Management Due Diligence, Major Gift Solicitations, Teaching, Writing, Marketing Strategy, Non-profits, Public Speaking, Mergers & Acquisitions, Analysis, Program Management, Nonprofits
Education
New York University - Leonard N. Stern School of Business 1983 — 1986
Master of Business Administration (M.B.A.), Finance & International Business
Simmons College 1971 — 1975
B.A.with Honors in, Education, B.A. with Honors in Psychology
MetLife December 2013 - Present
Lincoln Financial Group December 2012 - November 2013
First Citizens Bank September 2010 - November 2012
INC Research February 2010 - September 2010
Fidelity Investments March 2007 - December 2008
Keane October 2006 - March 2007
KeySpan May 1999 - October 2006
The Chase Manhattan Bank October 1996 - May 1999
Long Island Lighting Company May 1991 - October 1996
ADP September 1988 - May 1991
Skills
COBOL, CICS, JCL, VSAM, DB2, Mainframe, Requirements Analysis, Requirements Gathering, WebSphere MQ, Assembler, XML, Business Process, Business Analysis, Vendor Management, Integration, Endeavor, Serena Changeman, Financial Services, Retail Banking, Credit Card Transaction..., Brokerage, Utility Industry, Insurance, CRO
Education
State University of New York - System
BS, Computer and Informational Sciences
Grumman Data Systems Institute
Programming Certificate, COBOL, Assembler, JCL
Scotiabank Global Banking and Markets October 2013 - Present
HSBC Securities July 2009 - October 2013
HSBC Securities (USA) Inc. 2001 - October 2013
HSBC Securities August 2007 - December 2008
HSBC Securities May 2003 - August 2007
HSBC May 2002 - May 2003
Citibank April 2001 - May 2002
Prudential Insurance March 2000 - April 2001
The Chase Manhattan Bank August 1994 - March 2000
Jamesway Corp. 1988 - 1992
Skills
Alternative Investments, Emerging Markets, Operational Risk, Fixed Income, Derivatives, Equities, Internal Controls, Series 99 registered..., Spanish-speaking, Foreign Exchange, Operational Risk..., Operational Control, Compliance Advisory, MBA, Front Office Support, Process Improvement, risk assessment, Process Control, Continuous Controls..., Self Assessment, Staff Management, Risk Assessment, Hedge Funds, Governance, AML, Structured Finance, Middle Office, Private Equity, Securities, Mergers & Acquisitions, Prime Brokerage, Credit Derivatives, FX Options
Education
Saint Peter's University 1995 — 1999
MBA
Saint Peter's University 1988 — 1992
BS
St.Aloysius High School 1988 — 1992
Diploma
Piedmont SCORE October 2013 - Present
Piedmont SCORE March 2011 - Present
The Forum Corporation December 2007 - 2009
The Forum Corporation January 2005 - December 2007
The Forum Corporation July 1990 - January 2005
Omega Performance April 1989 - July 1990
The Chase Manhattan Bank 1978 - 1989
Skills
Executive Management, Sales Force..., Change Leadership, Sales Effectiveness, Research, Non-profits, Entrepreneurship, Business Planning, Leadership Development, Change Management, Cross-functional Team..., Start-ups, Emotional Intelligence, MBTI, Workshop Facilitation, Employee Engagement, Strategic Planning, Coaching, Public Speaking, Strategy, Leadership, Business Strategy, Management Development, Executive Development, Culture Change, Organizational..., Executive Coaching, Sales, Management Consulting, Training, Team Building, Marketing Strategy, Human Resources, 360 Feedback
Education
St. John's University, The Peter J. Tobin College of Business 1976 — 1978
MBA
University of Colorado Boulder 1961 — 1965
BA
CoPatient August 2015 - Present
Alegeus Technologies June 2012 - May 2014
FIS Global 2003 - June 2012
FleetCor 2001 - 2003
Clareon 2000 - 2001
Wright Express 1995 - 2000
The Chase Manhattan Bank 1993 - 1994
GE Capital 1990 - 1993
The Chase Manhattan Bank 1989 - 1990
Port Authority of New York and New Jersey 1985 - 1989
Skills
Employee Benefits, Payment Systems, Operational Excellence, Portfolio Management, Executive Management, Process Improvement, Healthcare, Project Management, Revenue & Profit Growth, Financial Risk, Private Equity, Business Process, Business Development, Mergers, Strategic Planning, Credit, SaaS, Mobile Payments, Debit Cards, SDLC, Strategy, Microsoft Excel, Integration, Business Integration, Salesforce.com, New Business Development
Education
Stevens Institute of Technology 1981 — 1985
Bachelor of Science (B.S.), Systems Planning and Management
Credit Suisse June 1992 - Present
The Chase Manhattan Bank 1986 - 1992
Intelligent Information Systems 1901 - 1901
Rapidata 1901 - 1901
Skills
SDLC, Trading Systems, IT Strategy, Sybase, Investment Banking, Business Intelligence, Enterprise Architecture, Business Objects, Management, Project Management, Strategy, Data Integration, Business Analysis, Vendor Management, Integration, Databases
Education
Rutgers University-New Brunswick
MS, Computer Science
Stony Brook University
BS, Biology
Stuyvesant High School - NY, NY
IMD (International Institute for Management Development) - Business Programs 2007 — 2007
Strategic IT Training (SITT) Leadership Program - Lausanne, Switzerland
XO Communications August 2012 - Present
Icahn Enterprises LP January 2006 - Present
Philips Services Corporation January 2008 - July 2010
ING October 2000 - December 2005
US Trust July 1997 - October 2000
The Chase Manhattan Bank July 1995 - June 1997
Skills
Internal Audit, Auditing, Internal Controls, US GAAP, Financial Reporting, Accounting, Risk Assessment, Enterprise Risk..., Sarbanes-Oxley Act, IT Audit, SEC filings, Finance, Sarbanes-Oxley
Education
Saint John's University - Peter J. Tobin College of Business 1996 — 1998
Master of Business Administration, Finance
Saint John's University
Bachelor of Science, Accounting
Keller-Williams Realty Boston Northwest September 2015 - Present
Wm. Raveis Real Estate October 2003 - September 2015
Monster.com July 1998 - April 2002
Thunder House June 1993 - January 1998
The Chase Manhattan Bank May 1986 - May 1993
Skills
Certified Residential..., Accredited Buyer..., Relocation Specialist, First Time Home Buyers, Condos, Investment Properties, Luxury, Short Sales, Residential Homes, Real Estate, Marketing, Sales, Buyer Representation, Listings, New Home Sales, Relocation, Sellers, Property, Home Staging, Single Family Homes, ABR, New Homes, Real Estate Transactions, Seniors, Referrals, Vacation Homes, Move Up Buyers, Waterfront, Relocation Buyers, Buyers, Seller Representation
Education
Syracuse University 1980 — 1982
MA, Marketing
Texas Christian University 1976 — 1980
BA, English, Journalism
ERT January 2014 - Present
ERT January 2010 - December 2013
ERT March 2005 - March 2010
3C Company December 2005 - March 2006
BusinessEdge Solutions 2004 - 2005
Ecos Technologies 2001 - 2004
Columbia University May 2000 - August 2001
Bristol-Myers Squibb 2001 - 2001
Cintra Software and Services 1999 - 2000
The Chase Manhattan Bank May 1999 - September 1999
Skills
Oracle Application..., PL/SQL, Oracle, Data Warehousing, SDLC, Unix, Requirements Analysis, Performance Tuning, Database Design, Data Modeling, Vendor Management, Relational Databases, Databases, ETL, Enterprise Architecture, Java, Product Development, Product Management, Software Development, Software Project..., Data Architecture, SQL, Customer Experience, Customer Oriented, User Experience
Education
Rutgers University-New Brunswick 1990 — 1994
B.S., Computer Science
Five Below October 2011 - Present
drexel heritage October 2006 - June 2010
The Chase Manhattan Bank 1996 - 2000
Education
State University of New York at Delhi 1976 — 1978
aas, business
Spectrum Automation Corp. October 1989 - Present
Vivit 2006 - 2014
HP 2009 - 2011
Evergreen Systems and Harvard Vanguard Medical Association (HVMA) 2008 - 2008
Shell Oil, Bell South, and others 1991 - 2004
Fidelity Investments 2000 - 2000
The Chase Manhattan Bank 1998 - 2000
EDS (Sabre System) 1996 - 1997
Home Federal Bank 1985 - 1989
Price Waterhouse Coopers 1983 - 1985
Skills
Integration, Service Management, Requirements Analysis, Change Management, Project Management, Incident Management, Management, HP Service Manager, ITSM, HPSM, Peregrine, Enterprise IT..., IT Infrastructure..., IT as a Service, SaaS, IT Management, Service Delivery, ITIL, IT Service Management, Active Directory, IT Operations, Service Desk, Problem Management, Enterprise Architecture, Solution Architecture
Education
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1982
MBA, Finance, General
Rutgers, The State University of New Jersey-Newark 1980 — 1982
MBA, Business
Rutgers, The State University of New Jersey-New Brunswick 1975 — 1979
BA, Economics
Azusa
Azusa
Azusa
Retired September 2011 - Present
The Student Loan Corporation at Citibank March 2001 - September 2008
The Chase Manhattan Bank January 1983 - March 2000
Xerox 1982 - 1982
Skills
COBOL, Banking, Programming, SQL, SDLC, CICS, Fileaid, Endeavor, Visio, ECS, VSAM, JCL, NDM, TSO, Roscoe, BMS, IDCAMS, Eztrieve Plus, AbendAid, Changeman, IBM Mainframe, IBM Utilities, IMS DB/DC, DB2, Building Management..., Microsoft SQL Server, Serena Changeman, REXX, Requirements Gathering, Mainframe, Quality Center, SDSF, OS/390, Data Modeling, Business Analysis, Process Improvement, Requirements Analysis, Integration
Education
Saint John Fisher College 1970 — 1973
BBA, Accounting/Marketing
State University of New York - System 1968 — 1970
AAS, Computer Tech
Fidelity Investments October 2014 - Present
Skillsoft February 2013 - October 2014
Dell/EqualLogic December 2011 - January 2013
Hewlett-Packard January 2011 - October 2011
Harbor Homes, Inc. October 2010 - January 2011
eCopy/Nuance March 2000 - July 2010
Intelligent Environments, Inc. 1990 - 2000
The Chase Manhattan Bank 1986 - 1990
High Technology Solutions 1985 - 1986
Skills
Software Development, Software Project..., Scrum, C#, Visual Studio, Software Engineering, Subversion, Microsoft SQL Server, Linux, Java, Eclipse, Integration, XML, Agile Methodologies, Web Services, JavaScript, Web Applications, SharePoint, Python, Distributed Systems, SQL, Mobile Applications, Web Development, Android, CSS, Programming, Object Oriented Design
Education
Rivier College 2010 — 2013
MS, Computer Science with a Concentration in Software Development
State University of New York 1981 — 1985
BS, Computer Science
Calero Software December 2013 - Present
Calero Software December 2013 - Present
Veramark Technologies January 2012 - December 2013
Veramark Technologies March 2008 - January 2012
Veramark Technologies February 1998 - March 2008
The Chase Manhattan Bank October 1989 - February 1998
Skills
Software Engineering, Data Warehousing, Telecommunications, Call Centers, Integration, Databases, Vendor Management, Management, Microsoft SQL Server, Team Management, Cloud Computing, Leadership, SQL, Enterprise Software, VoIP, Team Leadership, Data Profiling, Troubleshooting
Education
Rochester Institute of Technology 1994 — 1997
MBA, Technology Managment
Rochester Institute of Technology 1985 — 1989
BS, Information Systems
Self March 2004 - Present
HSBC-Republic Private Bank January 2003 - March 2004
Clariden Asset Management Inc., Credit Suisse Group June 1997 - January 2003
The Chase Manhattan Bank March 1994 - June 1997
Latin American Banking Group January 1992 - March 1994
Citibank, N.A. June 1989 - January 1992
Citibank, N.A. June 1986 - June 1989
Skills
Bilingual:..., Fluent: Finnish, Working knowledge:...
Education
The American College 2005 — 2006
Chartered Financial Consultant, Finance
Thunderbird School of Global Management
MBA, MBA
University of Northern Iowa
B.A., Economics
Con Edison September 2008 - Present
Northrop Grumman Integrated Systems March 2006 - October 2008
Northfork Bank 2004 - 2006
Sigma Staffing Temporary and Permanent Services May 2004 - September 2004
Stony Brook University August 2001 - June 2004
Stony Brook University August 2003 - May 2004
The Chase Manhattan Bank 1997 - 2000
Education
Stony Brook University 2003 — 2004
Masters, Human Resources
Stony Brook University Business & Multidisciplinary Studies
BA
GHR, LLC July 2009 - Present
Axis Capital August 2008 - July 2009
Axis Capital Holdings Limited 2008 - 2009
Starwood Hotels & Resorts March 2000 - September 2008
Galaxy Hotel Systems / Starwood Hotels & Resorts Worldwide, Inc. 2000 - 2007
The Chase Manhattan Bank 1986 - 2001
Skills
Vendor Management, SDLC, Supply Management, IT Strategy, Process Improvement, Business Process..., Business Analysis, Business Intelligence, Business Process
Education
Institute of Computer Sciences
BS, Computer Sciences
Rutgers, The State University of New Jersey-Camden
ACE MATH, LLC September 2008 - Present
City College Academy of the Arts June 2007 - Present
Outdoor Laser Tag, USA January 2006 - Present
Zetta Capital, LLC July 2006 - September 2007
Standard & Poor's April 2005 - October 2006
Standard & Poor's March 2003 - April 2005
Standard & Poor's May 2000 - March 2003
Shearson Lehman Brothers January 1989 - January 1993
The Chase Manhattan Bank 1983 - 1989
Skills
Product Management, Cross-functional Team..., Business Strategy, Strategy, Publishing, Product Development, Leadership, Business Development, Management, Equity Research, Product Marketing, Higher Education, Academic Tutoring, Investment Advisory, Capital Markets, Curriculum Development, Team Building, Process Improvement, Budgets, Strategic Planning, Executive Management, Finance, Financial Services, Portfolio Management, Entrepreneurship, Investments, Equities, Sales, Start-ups, Marketing
Education
New York University - Leonard N. Stern School of Business 1993 — 1994
Master of Business Administration (MBA), Finance, General
Syracuse University - Martin J. Whitman School of Management 1979 — 1983
Bachelor of Science (B.S.), Accounting and Information Technology
Memorial Art Gallery of the University of Rochester July 2002 - Present
Memorial Art Gallery of the University of Rochester February 2001 - July 2002
The Chase Manhattan Bank September 1998 - February 2001
The Chase Manhattan Bank 1993 - 1998
Skills
Community Outreach, Fundraising, Public Speaking, Volunteer Management, Program Development, Event Planning, Grant Writing, Editing, Research, Social Media, Grants, Newsletters, Program Management, Teaching, Public Relations, Community Development, Social Networking, Higher Education, Event Management, Spanish, Blogging, Microsoft Office, Leadership, Philanthropy, Training, Strategic Planning, Diversity Training, Program Evaluation, Workshop Facilitation, Organizational..., Curating, Management, Budgets, Staff Development, Youth Development, Leadership Development, Non-profit..., Proposal Writing, Museums, Volunteer Recruiting, Strategic Communications, Community Organizing, Nonprofits, Customer Service, Team Building
Education
University of Rochester 2005 — 2010
M.S., Human Development
University of Rochester 2005 — 2010
Master's Degree, Human Development and Family Studies, General
St. John Fisher College 1988 — 1992
B.S., International Studies
St. John Fisher College 1988 — 1992
Bachelor's Degree, International/Global Studies
Adnan Shamsi March 2014 - Present
Hornor Townsend & Kent July 2009 - January 2014
UBS AG May 2008 - June 2009
Penn Mutual May 2007 - April 2008
Permanent Mission to the United Nations, ROP February 2007 - May 2007
Bank of America July 1997 - February 2007
Center for Business Education and Research (CIBER) September 1996 - July 1997
Teledyne February 1996 - May 1996
The Chase Manhattan Bank 1992 - 1994
Skills
Strategic Planning, Leadership Development, Fundraising, Philanthropy, Non-profit Consulting, Global Business..., Health Insurance
Education
Thunderbird School of Global Management 1995 — 1996
MBA / MIM, Finance / International Business
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BA, Economics, Middle East Studies
Pacific Northwest Ballet November 2010 - Present
National Association of Corporate Directors (Northwest Chapter) October 2014 - June 2015
HSBC Bank USA, National Association December 2013 - June 2015
Wells Fargo December 2011 - December 2013
NACD (Northwest Chapter) June 2006 - April 2012
Wells Fargo July 2000 - November 2011
US Bank October 1993 - June 2000
The First National Bank of Boston September 1989 - June 1993
The Chase Manhattan Bank February 1984 - August 1989
Skills
Business Development, Leadership, Events Coordination, Event Planning, Management, Board Governance, Advisory Boards, Nonprofits, Mentoring, Strategy, Financial Analysis, Investments, Portfolio Management, Mergers & Acquisitions, Financial Modeling, Credit Analysis, Financial Services, Credit, Banking, Fundraising, Commercial Banking, Treasury Management, Vocalist
Education
Seattle Culinary Academy 2015 — 2017
Culinary Arts Certificate, an ACFEF accredited program
Smith College
Bachelor of Arts (B.A.), Economics
Lockheed Martin March 2015 - Present
The Coca-Cola Company October 2005 - March 2015
IBM January 2005 - October 2005
IBM February 2003 - January 2005
IBM April 2001 - February 2003
IBM July 2000 - April 2001
IBM July 1999 - July 2000
UPS September 1998 - December 1998
The Chase Manhattan Bank June 1998 - August 1998
UPS October 1997 - June 1998
Skills
Human Resources, Diversity Program..., Diversity Training, Curriculum Design, Training Facilitation, Presentation Skills, Strategic Planning, Creating an Inclusive..., Cultural Competency, Employee Relations, Employee Relations..., Regulatory Compliance, Leadership, Management, Cross-functional..., Project Management, Customer Service, Microsoft Office, Fostering Stakeholder..., Optimizing..., Managing Corporate..., Top Talent Retention, Best Practice..., Change Management, Operational Excellence, EEOC, Consulting, Focus Groups, Advising People, Program Management, Employee Engagement, Leveraging Diversity to..., Benchmarking, Affinity Groups, Diversity Councils, Talent Management, Fitness Instruction, Group Exercise..., Wellness Coaching
Education
University of Wisconsin-Madison 1997 — 1999
Master of Science (M.S.), Labor and Industrial Relations
Spelman College 1990 — 1994
Bachelor's Degree, Psychology, 3.69
MediaWorks March 2015 - Present
Telerent Leasing / TELEVUE January 2005 - June 2012
TLC January 2005 - June 2012
The Chase Manhattan Bank February 1984 - June 1996
Skills
High Definition TV, Hotel TV, B2B, Sales Management, Direct Sales, Sales Recruitment, Leasing, Customer Relations, Vendor Relations, Key Account Management, Key Account Development, Hotels, Customer Service, Television, Trade Shows, Customer Satisfaction, Account Management, Sales Process, Food & Beverage, Time Management, Income Statement, Forecasting, Budgets, Team Building, Contract Negotiation, Hotel Management, Marketing, Sales, Profit, P&L Management, Sales Operations, Resorts, Recruiting, Hospitality, Hospitality Industry, New Business Development, Hospitality Management, Marketing Strategy, Hiring, Strategic Partnerships, Revenue Analysis, Yield Management, Pricing, P&L, Customer Retention, Market Planning
Education
Saint Peter's University
Saint Peter's University
Firstrust Bank February 2015 - Present
Citigroup December 2001 - Present
Legacy Planning Partners 2009 - 2011
Legacy Planning Partners 2009 - 2011
Legacy Planning Partners 2009 - 2011
Legacy Planning Partners 2009 - 2011
Principal Financial Group 2001 - 2004
Chase Manhattan Corporation January 1994 - December 2001
The Chase Manhattan Bank January 1990 - September 2001
Skills
Series 7, Mortgage Lending, Strategy, Business Development, Banking, Loans, Credit, Finance, Financial Services
Education
Saint Joseph's University 1984 — 1988
Bachelor of Science, Marketing
Bishop Kenrick
Second Half Properties LLC July 2013 - Present
Citrix Systems July 2011 - September 2013
Citrix Systems March 2010 - July 2011
Handyman Connection Florida June 2002 - December 2009
Initiatives Corporation - Consulting January 1993 - November 2002
The Chase Manhattan Bank June 1986 - August 1989
Skills
Channel Partners, Demand Generation, Management, Leadership, Strategic Partnerships, Entrepreneurship, Channel, Partnerships, Key Performance..., Start-ups, VARs, Strategy, Business Planning, Business Development, Channel Management, Channel Programs, Partnership Programs, Technology Partnerships, Mergers, Partner Management, Solution Selling, Sales Enablement, Professional Services, Cloud Computing, Business Alliances, Partner Recruitment, Partner Acquisition, Real Estate Economics, Real Estate Transactions, Real Estate Financing, Residential Investment..., Whole House Renovations
Education
State of Florida Certified General Contractor
State of Florida Certified Plumbing Contractor
State University of New York College at Brockport 1982 — 1986
BS, Business / Computer Science Majors
Levittown 1978 — 1982
High School
Elavon, Inc. March 2015 - Present
TSYS Merchant Solutions January 2013 - December 2014
RBSWorldpay September 2009 - January 2013
First Data Corporation November 2008 - September 2009
The Chase Manhattan Bank January 2002 - November 2008
Skills
Payment Card Processing, Payments, Debit Cards, E-commerce, Credit Cards, Banking, Business Development, Sales, Merchant Services, Product Management, Payment Systems, Electronic Payments, Mobile Payments, Strategic Planning, Executive Management, E-payments, Strategic Partnerships, Relationship Management, Risk Management, Cards
Education
San Francisco State University 1983 — 1987
Morgan Stanley Wealth Management (broker-dealer) 2009 - Present
Citigroup July 1989 - June 2009
Nomura Securities October 1987 - July 1989
The Chase Manhattan Bank January 1986 - October 1987
Chemical Bank November 1983 - January 1986
Skills
Credit Analysis, Financial Markets, Credit Risk, Fixed Income, Capital Markets, Market Risk, Portfolio Management, Loans, Due Diligence, Financial Risk, Risk Management, Wealth Management, Mergers & Acquisitions, Asset Management, Hedge Funds, Banking, Relationship Management, Series 7, Investments, Mutual Funds, Private Banking, Options
Education
Citigroup Senior Risk Seminar, Vevey, Switzerland 2000 — 2001
Completed 7 days of case studies, Various types of corporate lending
Chase Manhattan Bank Executive Credit Training Program 1986 — 1987
Completed a 12 month executive capital markets credit-training program., Credit Management
Kellerman Seminars for Financial Statement Analysis 1984 — 1985
Completed a 6 month training program focused on pure financial statement analysis.
Chemical Bank Middle Market Credit Training Program 1983 — 1984
Completed a 6 month training program focused on Middle Market lending.
State University of New York College at Brockport 1976 — 1980
Business Administration and NY State teaching certificate in American History
Nationwide Financial 2013 - Present
Genworth Financial 2013 - October 2013
Jackson National Life 2011 - 2013
Dreyfus 2008 - 2011
OppenheimerFunds Inc 2002 - 2008
OppenheimerFunds 2003 - 2007
Morgan Stanley 2000 - 2002
JP Morgan Chase 1999 - 2000
The Chase Manhattan Bank 1996 - 1999
Skills
Series 7, Series 66, Public Speaking, Conflict Resolution, Time Management, Investments, Financial Advisory, Mutual Funds, Annuities, Asset Allocation, Alternative Investments, 401k, Retirement Planning, Separately Managed..., Retirement, Investment Strategies, Investment Advisory, Consultative Selling, Securities, Wholesaling, Bonds, Fixed Income, Equities, Managed Accounts, Financial Markets, Sales Management, New Business Development, Banking, Customer Relations, Customer Service, Salesforce.com, Marketing Strategy, Leadership, Long Term Care Insurance, Uniform Combined State..., Fixed Annuities, Selling, Life Insurance, Strategic Financial..., Sales, Financial Planning
Education
State University of New York - System 1992 — 1997
Chemistry / Education
Amityville
North Shore Systems October 2012 - February 2014
M&T Bank March 2001 - September 2012
Canandaigua National Bank September 1996 - October 2000
The Chase Manhattan Bank 1989 - 1994
Skills
Banking, Commercial Banking, Credit, Loans, Commercial Lending, Strategy, Treasury Management, Business Analysis, Loan Origination, Retail Banking, Risk Management, Financial Analysis, Product Management, Investments, Portfolio Management, Credit Risk, Credit Analysis, Cash Management, Underwriting, Portfolio, Project Management, Project Portfolio...
Education
University of Rochester - Simon Business School 1989 — 1991
MBA, Executive Development Program
Rochester Institute of Technology 1983 — 1989
BS, Finance
Sungard 2004 - Present
Perot Systems 1995 - 2000
The Chase Manhattan Bank 1991 - 1995
Skills
Integration, Microsoft SQL Server, Software Project..., Disaster Recovery, Pre-sales, Project Management, ITIL, Virtualization, SDLC, Enterprise Architecture, Business Analysis, Information Security, Data Center, Quality Assurance, Requirements Analysis, Databases, SQL, Crystal Reports, Training, Technical Support, Windows, Unix, Cloud Computing, IT Management, Enterprise Software, Citrix
Education
State University of New York - System 1986 — 1990
B.S, Management information Systems
The St. Michael School 1979 — 1984
M. Beard Consulting 1997 - Present
Mellon Bank 1985 - 1995
The Chase Manhattan Bank 1981 - 1985
Skills
Due Diligence, Business Planning, Entrepreneurship, Portfolio Management, Strategic Planning, Market Research, Credit, Small Business, Start-ups, Training, Financial Services, Business Strategy, Funding, Management Consulting, Mergers & Acquisitions, Venture Capital, Finance
Education
Yale University - Yale School of Management 1995 — 1997
MBA, Marketing Management
Stanford University 1978 — 1980
B.A., Economics
Private Diversified Investment Company September 2008 - Present
GlobeOp Financial Services July 2006 - July 2008
THE BANK of New York July 1994 - July 2006
The Chase Manhattan Bank April 1987 - July 1994
Skills
Accruals, Balance, Reconciliation, Accounting, Fund Accounting, General Ledger, Financial Accounting, Account Reconciliation, Auditing, Financial Statements, Financial Analysis, Tax, GAAP, Payroll, Accounts Receivable, Accounts Payable, Financial Reporting, Finance, Equities
Education
St. John's University
Bachelor of Science
Horn Business Works 2006 - Present
Arc Partners 2000 - 2006
MetLife July 1997 - August 2000
The Chase Manhattan Bank 1995 - 1997
Citibank 1981 - 1995
Skills
Finance, Project Management, Risk Management, Financial Analysis, Business Process..., Business Process, Business Analysis, Banking, Management Consulting, Management, Mergers & Acquisitions, Investment Banking, Accounting System, Financial Reporting, Business Strategy, Auditing, Accounting, Process Improvement, Training, Business Development, Business Transformation, Financial Services, Databases, Customer Service, Strategy
Education
Siena College 1977 — 1981
Bachelors of Business Administration, Accounting/Finance
NetRoadshow, Inc January 2006 - Present
Bloomberg November 1999 - December 2005
The Chase Manhattan Bank January 1999 - November 1999
Skills
Bloomberg, Digital Media, Multimedia, Video, Video Production, Video Editing, Training, Employee Training, Media Production, Fixed Income
Education
Stony Brook University 1990 — 1994
B.A., English
Altus Realty Partners LLC January 2015 - Present
Lincoln Property Company November 2011 - December 2014
L & L Holding Company March 2010 - November 2011
Pegasus Golf Partners October 2003 - March 2010
The Carlyle Group October 1996 - December 2003
The Chase Manhattan Bank October 1993 - October 1996
GA Partners / Arthur Andersen & Co. November 1989 - June 1991
PacifiCorp Capital, Inc. January 1988 - November 1989
Education
The University of Texas at Austin - The Red McCombs School of Business 1991 — 1993
MBA, Finance
Texas A&M University 1983 — 1987
BBA, Finance
The Home Depot Store Support Center (HQ) March 2013 - Present
Toyota Of North America (HQ) April 2012 - March 2013
Toyota Financial Services (HQ) September 2006 - April 2012
First Advantage 2004 - 2006
Touched, LLC 2005 - 2005
Independent Feature Project (IFP) 2004 - 2004
Synchrologic* 2000 - 2004
PeopleStaff (Leader Institute) 1995 - 1999
WOKR ABC-TV 1995 - 1995
The Chase Manhattan Bank 1994 - 1995
Skills
Requirements Analysis, Customer Relations, Technical Leadership, OBIEE, Business Intelligence, CRM, Budget Monitoring, Vendor Management, Project Management, Communications Planning, Business Process Mapping, Visio, Business Process..., Risk Assessment, Technical Documentation, Process Flow..., Metrics Definition, Metrics Reporting, Metric Development, Performance Metrics, Call Center, Operations Management, Software Requirements, Test Case Generation, User Acceptance Testing, User Interface Design, KPI Dashboards, Oracle SQL, SQL, Microsoft Access, Consensus Building, Kaizen, Strategic Thinking, Creative Strategy, Business Insights, Call Centers, Data Warehousing, Databases, Management, Analysis, Customer Service, Enterprise Software, Requirements Gathering, Process Improvement, Software Documentation, Leadership, Outsourcing, Access, Training, Start-ups
Education
State University of New York College at Geneseo 1989 — 1994
Bachelor of science, Business (Management Science)
Williamsville North High School 1985 — 1989
New York State High School Regents Diploma, General Studies
Coan Marketing Resources February 2013 - Present
KJT Group April 2010 - February 2013
Coan Marketing Resources 2007 - May 2010
Custom Data Services, Inc. January 2004 - May 2009
The Chase Manhattan Bank May 1990 - September 2000
Skills
Survey Design, Segmentation, Quantitative Research, Market Research, Focus Groups, Qualitative Research, Questionnaire Design, Data Analysis, Survey Research, Customer Insight, Marketing Research, Statistical Modeling, Online Moderation, Questionnaires, Analytics, Statistics, Online Research, Data Collection, Report Writing
Education
State University of New York at Buffalo - School of Management 1987 — 1988
MBA, Marketing, Financial Planning & Control
State University of New York at Buffalo - School of Management 1983 — 1997
BS, Business Administration
Warner-Financial, Inc. January 2011 - Present
C.R.I., Inc. 2006 - September 2009
Wells Fargo 2005 - 2005
Bank of America 2000 - 2005
CRIIMI MAE Inc. 1995 - 2000
C.R.I., Inc. 1990 - 1995
NHP, Inc., 1988 - 1989
The Chase Manhattan Bank 1987 - 1988
Skills
Investments, Banking, Portfolio Management, Asset Management, Capital Markets, Valuation, Risk Management, Financial Analysis, Financial Modeling, Mutual Funds, Asset Allocation, Investment Management, Retirement Planning, Wealth Management, Retirement, Social Security..., Estate Planning, Investment Advisory, Financial Advisory, Investment Strategies, IRAs, Divorce Financial...
Education
Syracuse University - Martin J. Whitman School of Management
BS, Finance
Gotham Direct Inc., VNSNY and more November 2007 - May 2013
BMG Columbia House Inc. 1997 - 2005
The Chase Manhattan Bank October 1996 - October 1997
Skills
E-commerce, New Business Development, Advertising, Strategic Planning, Telemarketing, Team Building, Direct Mail, Multi-channel Marketing, Customer Acquisition, Media Planning, SEM, Marketing Strategy, Direct Marketing, Marketing, CRM
Education
State University of New York - System 1984 — 1988
Bachelor of Arts (B.A.), English Language and Literature, General
Staples May 2006 - Present
Coutrywide Financial Corporation March 2005 - May 2006
The Chase Manhattan Bank October 2003 - February 2005
Ameriprise Financial Advisors October 2002 - October 2003
Skills
Forecasting, Budgets, Analysis, Finance, Auditing, Strategic Financial..., New Business Development, Investments, Accounting, Sarbanes-Oxley Act, Management, Process Improvement, Banking, Time Management, Financial Analysis, Variance Analysis, Pricing, Project Planning, Financial Forecasting, Human Resources, Financial Reporting, Customer Service, Financial Modeling
Education
The University of Texas at Arlington 2005 — 2007
MBA, Business
Texas Christian University - M.J. Neeley School of Business 1998 — 2002
BBA, Finance
Dunbar HSEP
Ranbaxy 2012 - 2013
GfK Holding, Inc. 2010 - 2012
Radian Group 2004 - 2009
Covance 2001 - 2004
Citigroup 1997 - 2001
Philip Morris 1995 - 1997
The Chase Manhattan Bank 1993 - 1995
Skills
Executive Compensation, Board Relations, Total Rewards, Succession Planning, HR Transformation, HR Strategy, HRIS, Benefits Design, Compensation, Executive Pay, Leadership, Deferred Compensation, Personnel Management, Human Resources, Mergers & Acquisitions, Project Management, Benefits Administration, Payroll, Employee Engagement, Restructuring, Talent Management, Human Capital, Performance Management
Education
Rutgers University-New Brunswick 1990 — 1992
M.S., Industrial Relations and Human Resources Management
Rutgers University-New Brunswick 1986 — 1990
B.A., English, Economics
Anonymous Capital Markets Technology May 2014 - Present
Ipreo February 2001 - December 2013
Ipreo (formerly i-Deal, LLC) January 2006 - March 2007
Ipreo (formerly i-Deal, LLC) December 2005 - January 2006
Ipreo (formerly i-Deal, LLC) May 2000 - November 2005
Moody's Investors Service May 1998 - May 2000
Fried Frank Harris Shriver & Jacobson February 1997 - April 1998
Financial Guaranty Insurance Company - A subsidiary of GE May 1992 - December 1996
The Chase Manhattan Bank May 1986 - April 1992
Skills
Capital Markets, Fixed Income, Equities, Investment Banking, Portfolio Management, Trading, Derivatives, Product Management, Relationship Management, Business Analysis, Financial Modeling, Hedge Funds, Bloomberg, Risk Management, Alternative Investments, NYS Notary Public, Corporate Actions, Financial Markets, Due Diligence, Structured Finance, Securities, Bonds, Asset Management, Valuation, Investor Relations, Structured Products, Credit Risk, Emerging Markets, Investments, Market Data
Education
Saint Joseph's College 1994 — 1998
SunTrust Mortgage 2004 - Present
SunTrust Bank 1995 - 2003
The Chase Manhattan Bank January 1986 - August 1995
Skills
Mortgage Lending, Call Centers, Banking, Mortgage Banking, Sales, Consumer Lending, Credit Risk, Call Center, Loans, Credit, Credit Analysis, Mortgage Servicing, Risk Management, Underwriting, Retail Banking, Loss Mitigation, Management, Portfolio Management, Loan Origination, Process Improvement, Customer Service, Loan Servicing, Commercial Banking, FHA, Investments, Financial Services, Refinance, Relationship Management, Credit Cards, Coaching
Education
Shippensburg University of Pennsylvania 1972 — 1976
PNC Financial Services Group May 2011 - Present
PNC Financial Services Group May 2013 - Present
TD Bank October 2008 - May 2011
HSBC Bank May 2006 - August 2008
The Chase Manhattan Bank July 2004 - April 2006
PNC Bank February 2002 - June 2004
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Loans, Portfolio Management, Risk Management, Underwriting, Credit Analysis, Financial Risk, Financial Analysis, Finance, Relationship Management
Education
Seton Hall University 2002 — 2006
Bachelor of Science, Finance
PricewaterhouseCoopers July 1998 - Present
The Chase Manhattan Bank January 1988 - February 1998
Education
University of Rochester - Simon Business School 1995 — 1998
MBA, Finance & Accounting
St. John Fisher College 1984 — 1988
BA, Economimcs
Cisco June 2015 - Present
Cisco Systems August 2011 - May 2015
Cisco June 2010 - August 2011
Cisco Systems 1998 - June 2010
The Chase Manhattan Bank April 1997 - March 1998
Skills
Cloud Computing, Virtualization, Managed Services, Business Development, Enterprise Software, SaaS, Solution Selling, Cisco ONE Software, Architectural Selling
Education
Stony Brook University 1989 — 1996
BS, Mathematics
JPMorgan 2001 - Present
Bankers without Borders September 2014 - November 2014
InnovAction Lab March 2014 - June 2014
Cometa School January 2013 - July 2013
The Chase Manhattan Bank 1996 - 2001
Manny Hanny 1979 - 1991
Skills
Risk Management, Credit, Italian, ISDA, GMRA, Derivatives, Debt, Distressed Debt, French, Counterparty Risk, Middle East, Italy
Education
New York University - Leonard N. Stern School of Business 1979 — 1982
MBA, Finance
American University of Paris 1976 — 1978
BA, International Business Administration, Cum Laude
The University of Connecticut 1973 — 1976
Math Economics and Statistics, Dean's List
Greenwich High School 1971 — 1973
High School Diploma
International School of Kenya
JPMorgan January 2008 - Present
The Chase Manhattan Bank 1988 - 2005
J&W Seligman 1980 - 1987
Bankers Trust 1977 - 1980
Gulf and Western 1973 - 1977
Ford Motor Company 1973 - 1974
Skills
Alternative Investments, Hedge Funds, Investments, Fixed Income, Securities, Mutual Funds, Asset Managment, Financial Analysis, Capital Markets, Investment Management, Equities, Asset Management, Finance, Bloomberg, Global Custody, Derivatives, Mergers & Acquisitions, Banking, Risk Management, Financial Markets, Series 7, Management, Portfolio Management, Financial Services
Education
Rutgers, The State University of New Jersey-Newark 1972 — 1973
MBA, Finance
Upsala College 1968 — 1972
Bachelor of Arts (BA), Economica and Philosophy
UBS Investment Bank August 2011 - Present
Morgan Stanley January 2010 - September 2011
DTZ Rockwood January 2009 - December 2009
Lehman Brothers March 2001 - December 2008
JP Morgan 1996 - 2001
The Chase Manhattan Bank 1996 - 2001
Skills
CMBS, Business Development, Asset Management, Asset Managment, Banking, Capital Markets, Due Diligence, Financial Structuring, Fixed Income, High Yield, Investment Banking, MBS, Mezzanine, Portfolio Management, Real Estate Economics, Real Estate Private..., Securitization, Structured Products, Valuation
Education
Washington University in St. Louis - Olin Business School 1994 — 1996
MBA, Finance
Syracuse University 1987 — 1991
BS, Marketing
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
BS, Marketing
Rye 1983 — 1987
NCH January 2015 - Present
Carlisle & Gallagher Consulting Group January 2011 - December 2014
Longhorn Steakhouse September 2009 - November 2010
Darden Restaurants August 2007 - September 2009
The Newport Group May 2005 - July 2007
Advantage Services Group 2004 - 2005
The Chase Manhattan Bank 2001 - 2004
Skills
Financial Analysis, Financial Modeling, Project Management, Corporate Finance, Variance Analysis, Financial Reporting, Strategic Financial..., Forecasting, Financial Forecasting, Team Management, Correlation Analysis, Labor Economics, Presentations, Investor Relations, Competitor Intelligence, Budgets, Strategic Planning, Mergers & Acquisitions, Management, Leadership, Investments, Business Planning, Executive Management, Financial Services, Asset Management, Business Intelligence, Process Improvement, Cash Flow, P&L, Financial Planning
Education
Rollins College 2003 — 2005
BA, Economics, Mathematics
New York University - Leonard N. Stern School of Business 2004 — 2004
Finance
Wright State University 1999 — 2001
Finance
T. Rowe Price Associates, Inc. 1996 - Present
T. Rowe Price 1996 - Present
The Chase Manhattan Bank March 1988 - May 1992
Skills
SDLC, Visio, Vendor Management, Requirements Analysis, Security, Requirements Gathering, PMP, Business Analysis, Disaster Recovery, SQL, Integration, IT Strategy, Enterprise Architecture, Systems Analysis
Education
SUNY Polytechnic Institute
The Chase Manhattan Bank May 2004 - Present
Education
Rider University 1969 — 1973
Harvard Management Company April 2012 - Present
Bruce C Cowley LLC April 2011 - April 2012
Harvard Management Company September 2007 - September 2010
Harvard Pilgrim Health Care 2001 - 2007
Information Builders 2000 - 2007
Goody's Family Clothing 1996 - 1999
The Chase Manhattan Bank May 1993 - September 1996
Skills
Sybase, Database Design, SQL, Business Analysis, XML, XSP, WebFOCUS, SQL Server, COSMOS, Business Intelligence, Financial Services, Project Management, iWay, Microsoft SQL Server
Education
State University of New York College at Geneseo 1989 — 1993
Bachelor of Science (BS), Mathematics
Penfield High School 1986 — 1989
Xerox HR Solutions June 2005 - Present
Mellon Financial 2003 - 2005
TIAA-CREF 1992 - 2003
Bankers Trust 1987 - 1992
The Chase Manhattan Bank 1983 - 1987
Skills
HRIS, 401k, Defined Benefit, Employee Benefits
Education
*
Fairleigh Dickinson University-Metropolitan Campus
MBA, Finance
Rowan University
BA, Marketing
University of Delaware
Exec MBA, Bank Management
Pulmonary Associates July 2011 - Present
Memorial Sloan-Kettering Cancer Center July 2008 - Present
North Shore University Hospital July 2005 - June 2008
National Discount Brokers 2000 - 2001
The Chase Manhattan Bank August 1992 - June 1997
Manufacturers Hanover/Chemical Bank 1992 - 1997
Skills
Internal Medicine, Clinical Research, Board Certified, Critical Care, EMR, Healthcare, Healthcare Management, Hospitals, Healthcare Information..., Medical Education, Medicine, Epidemiology, Patient Safety, Public Health
Education
Stony Brook University Health Sciences Center School of Medicine 2000 — 2005
MD
Washington University in St. Louis 1988 — 1992
BA, Economics & Spanish
NHL February 2007 - Present
The Chase Manhattan Bank December 2004 - February 2007
GMAC Mortgage 1998 - 2004
Skills
VA loans, Real Estate Transactions, Referrals, Loans, Credit, Refinance, Mortgage Banking, Loan Origination, USDA, FHA Financing
Education
Schoolcraft College 1997 — 2001
Och-Ziff Capital Management November 2013 - Present
Morgan Stanley July 2000 - October 2013
The Chase Manhattan Bank December 1996 - June 2000
Skills
Prime Brokerage, Equities, Derivatives, Fixed Income, Alternative Investments, Hedge Funds, Securities, Middle Office, Fund Administration
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2001
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1992 — 1996
BS, Marketing
Citibank July 2003 - Present
JPMorgan Chase 2000 - 2003
Cyber Songs 1995 - 2003
The Chase Manhattan Bank August 1995 - July 1999
Chemical Bank September 1989 - September 1995
Covidea June 1985 - September 1989
Equitable Life January 1983 - July 1983
National Unlimited Business System July 1979 - January 1983
Skills
Financial Services, Project Management, Business Analysis, Vendor Management, Risk Management, SDLC, Portfolio Management, Banking, PMO, Process Improvement, Program Management, Outsourcing, IT Strategy
Education
State University of New York College at Oneonta 1975 — 1977
PNC Bank Vice PresidentJP Morgan Chase1970 - 2006
The Chase Manhattan Bank 1970 - 2005
Education
Rutgers University-New Brunswick 1963 — 1967
Wells Fargo April 2013 - Present
HSBC 2000 - March 2013
The Chase Manhattan Bank 1988 - 2000
Skills
Banking, Cash Management, Treasury Management, Commercial Banking, Treasury Services, Portfolio Management, Financial Services, Management, Sales, Payments, Leadership, Marketing, Relationship Management, Sales Management, Training
Education
State University of New York College at Geneseo 1983 — 1987
BA, Business and Marketing
JPMorgan Chase 2008 - Present
J.P. Morgan 2008 - Present
HSBC Bank USA March 1998 - December 2007
The Bank of New York January 1990 - March 1998
The Chase Manhattan Bank January 1989 - January 1990
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
Bachelor of Arts (B.A.), Economics
Morgan Stanley October 2005 - Present
The Bank of New York April 2004 - October 2005
JPMorgan Chase November 2001 - April 2004
The Chase Manhattan Bank May 1997 - October 1998
Morgan Stanley November 1991 - October 1998
Skills
Equities, Capital Markets, Asset Management, Banking, Cash Management, Corporate Finance, Derivatives, Due Diligence, FX Options, Financial Modeling, Financial Services, Fixed Income, Investment Banking, Investments, Middle Office, Prime Brokerage, Series 7, Trading
Education
Syracuse University 1986 — 1991
Blaisdell Associates Import ManagerBradleesMarch 1998 - March 1999
National co. for Industrial Tea Packaging February 1976 - July 1989
Saudi Industrial Development Fund October 1976 - February 1978
The Chase Manhattan Bank June 1970 - November 1976
Education
Thunderbird School of Global Management 1969 — 1970
BIM, International Management
San Diego State University-California State University 1966 — 1968
BA, Liberal Arts (Major Russian)
J.P. Morgan April 2015 - Present
J.P. Morgan October 2014 - April 2015
Liberty Global 1999 - 2002
JPMorgan Chase 1996 - 1999
The Chase Manhattan Bank 1992 - 1995
First National Bank of Maryland 1989 - 1992
Maryland National Bank 1986 - 1988
Skills
Commercial Banking, Commercial Lending, Treasury Management, Cash Management, Loans, Risk Management, Banking, Treasury, Treasury Services, Portfolio Management, Investments, Financial Services, Credit Risk, Financial Analysis, Payments, Strategy, Team Building, Management
Education
Rotterdam School of Management, Erasmus University
Smith College
BA
mt vernon high school
The Chase Manhattan Bank August 1997 - Present
Education
Southern University and Agricultural and Mechanical College at Baton Rouge
Lord Abbett October 2006 - Present
Susquehanna International Group October 2002 - July 2005
NDB June 2000 - June 2002
The Chase Manhattan Bank 1994 - 1998
Quick & Reilly January 1993 - July 1994
Education
Saint Bonaventure University 1988 — 1992
Deloitte January 2013 - Present
Booz Allen Hamilton June 2010 - January 2013
YANA Handbags LLC November 2007 - December 2010
SMU Cox School of Business August 2008 - May 2010
The Chase Manhattan Bank June 2005 - June 2008
First Data January 2001 - June 2005
Skills
Financial Analysis, Strategy, Finance, Banking, Business Strategy, Corporate Finance, Management Consulting, Consulting, Management, Financial Services, Business Analysis, Mergers & Acquisitions, Business Process..., Financial Modeling
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA, Finance & Strategy
Texas A&M University 1996 — 2000
BBA, Finance
Francis Parker High School 1992 — 1996
Bank of New York Mellon July 2008 - Present
Credit Suisse April 2002 - July 2008
PriceWaterhouseCoopers 1998 - 2002
Bankers Trust March 1997 - October 1998
The Chase Manhattan Bank March 1988 - November 1997
Education
Stockton University 1982 — 1987
State Street Bank & Trust July 1995 - April 2014
The Chase Manhattan Bank 1983 - 1995
Skills
Mutual Funds, Securities, Equities, Fund Accounting, Fund Administration, Alternative Investments, Hedge Funds, Financial Services, Asset Management, Corporate Actions, Risk Management, Quality Improvement, Process Improvement, Project Management, Employee Learning &..., Cost Reduction, Negotiaton
Education
State University of New York College at Oswego 1977 — 1981
Bachelor of Science (B.S.), Accounting and Business/Management
Cahners Business Information 1997 - 2000
Scudder Investments 1994 - 1997
The Chase Manhattan Bank 1991 - 1993
Salomon Brothers 1989 - 1991
Education
State University of New York at New Paltz 1976 — 1980
Computer Science/Communication Arts
Citi 2005 - Present
The Bank of New York 1996 - 2005
The Chase Manhattan Bank 1988 - 1996
Skills
Sales Management, Derivatives, Capital Markets, Sales, Financial Services, Structured Products, Structured Finance, Commercial Banking, Fixed Income, Financial Institutions, Relationship Management, Product Development, Securities, Alternative Investments, Banking, Investments, Bonds, Portfolio Management, Investment Banking, Corporate Finance, Financial Markets, Hedge Funds, Customer Service, Securitization
Education
Stony Brook University 1983 — 1987
B.S., Economics & Biology
Academy of St. Joseph 1974 — 1983
Capital One April 2009 - Present
Wachovia Bank August 2005 - April 2009
JPMorgan Chase 1990 - 2005
The Chase Manhattan Bank 1990 - 2000
Skills
Treasury Services, Treasury Management, Electronic Payments, Payments, Vendor Management, Banking, Commercial Banking, Financial Services, Cash Management, Mergers & Acquisitions, Retail Banking, Risk Management, Merchant Services, Portfolio Management, ACH, Capital Markets, Strategy, Relationship Management, Credit, Credit Risk, Credit Cards, Product Management, Payment Systems, Investments, Financial Risk, Fixed Income, Strategic Planning, Finance, Financial Analysis, Business Analysis, Credit Analysis, Business Strategy, Small Business Lending, Loans, Financial Modeling, Commercial Lending
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA
Spelman College 1986 — 1990
BA
SunTrust Bank June 2011 - Present
First Niagara Bank May 2010 - May 2011
TD Bank March 2009 - May 2010
Wachovia Corporation July 2000 - July 2008
The Chase Manhattan Bank March 1993 - July 2000
Skills
Financial Services, Treasury Services, Working Capital..., Cash Management, Banking, Commercial Banking, Investment Management, Fixed Income, Mutual Funds, Treasury Management, Management, Strategy, Treasury, Relationship Management, Finance, Securities
Education
Rutgers University-New Brunswick 1987 — 1992
B.A., Economics
Matawan Regional
Waddell & Reed May 2014 - Present
State Street 1995 - April 2014
The Chase Manhattan Bank June 1980 - May 1995
Skills
Asset Management, Global Custody, Risk Management, Fixed Income, Mutual Funds, Equities, Alternative Investments, Derivatives, Hedge Funds, Securities, Financial Services, Portfolio Management, Fund Accounting, Relationship Management, Financial Markets, Fund Administration, Investment Banking, Process Improvement, Financial Analysis, Investments, Finance, Accounting, Transfer Agency, Banking, Asset Managment, Investment Management, Securities Lending, Bloomberg, Cash Management, Bonds, FX Options, Corporate Actions, Capital Markets, Financial Risk, Series 63, Series 7, Team Leadership
Education
Saint Peter's University 1976 — 1980
BS, Accounting
Queen of Peace High School 1972 — 1976
high school
Weichert Realtors Distinctive Homes January 2003 - Present
The Chase Manhattan Bank February 2000 - October 2000
Skills
Real Estate, Buyer Representation, Listings, First Time Home Buyers, Relocation, Investors, New Home Sales, Luxury, Townhomes, Real Property, Rentals, SFR, Selling, Waterfront, Apartments, Foreclosures, Single Family Homes, Condos, Sales
Education
Tarrant County College 2000 — 2001
The Chase Manhattan Bank Saturn Field RepresentativeGeneral Motors1996 - 2003
EDS Group July 1994 - 1996
Skills
Banking, Mortgage Lending, Retail Banking, Mutual Funds, Customer Service, Credit Cards
Education
Tennessee State University
Lehman Brothers March 2002 - September 2008
Merrill Lynch 2000 - 2001
Lebenthal & Co. 1999 - 2000
The Selbst Group 1997 - 1999
Hickory Associates 1991 - 1996
Morgan Stanley 1984 - 1990
Lehman Brothers 1982 - 1984
A.G. Becker, Inc 1981 - 1982
Lehman Brothers 1975 - 1981
The Chase Manhattan Bank 1970 - 1974
Skills
New Business Development, Securities, Customer Relations, Portfolio Management, Organizational..., Asset Management, Risk Management, Treasury Management, Series 7, Investments, Compliance, Valuation, Risk Mitigation, Executive Management, Credit, Process Improvement, Financial Analysis, Critical Thinking, Due Diligence, Analysis, Financial Management, Loans, Equities, Emerging Markets, Strategic Planning, Operations Management, Cross-functional Team..., Financial Planning, Mentoring, Risk Assessment, P&L, Team Building, Business Analysis, Team Leadership, Contract Negotiations, Forecasting, Business Process..., Capital Markets, Customer Service, CRM, Business Development, Asset Managment
Education
Rutgers University-New Brunswick 1962 — 1966
Bachelor of Arts, Communications
Rose Tree Accounting Services 1999 - Present
Citibank 1994 - 1999
The Chase Manhattan Bank 1987 - 1994
Education
Temple University - Fox School of Business and Management 1978 — 1982
MBA, Finance
Saint Joseph's University 1972 — 1976
BS, Accounting
JP Morgan Chase 2010 - Present
Saxon Mortgage July 2007 - March 2011
Select Portfolio Servicing Inc. August 2003 - July 2007
Prudential Securities April 2000 - December 2002
Prudential Securities November 1993 - March 2000
The Chase Manhattan Bank January 1991 - October 1993
Drexel Burnham Lambert October 1988 - December 1990
J.J. Kenny Inc. May 1986 - September 1988
Education
New York University - Leonard N. Stern School of Business 1990 — 1995
MBA, Finance
Syracuse University 1980 — 1985
BS, Finance, Management Information Systems
Sage Software June 2001 - Present
Cox Target Media March 2000 - May 2001
HSN February 1995 - March 2000
The Chase Manhattan Bank February 1989 - February 1995
Pioneer Savings Bank February 1982 - February 1989
Education
St. Petersburg College 1980 — 1985
A.S., Computer Science
Citizens Commercial Banking May 2011 - Present
Citigroup - Global Transaction Services July 2006 - May 2011
BNY Mellon May 1997 - July 2006
Citibank - Global Cash Management September 1989 - May 1997
The Chase Manhattan Bank February 1983 - September 1989
Skills
Banking, Payments, Credit Cards, Treasury Services, Treasury Management, Electronic Payments, Financial Services, Cash Management, Commercial Banking, Relationship Management, Liquidity Management, Risk Management, Portfolio Management, Payment Systems, Vendor Management, Management, Executive Management, Retail Banking, Product Management, Internet Banking
Education
Saint Peter's University 1980 — 1989
BS, Business Administration
Citi 1998 - Present
Citigroup 1987 - Present
Citicorp 1987 - Present
Smith Barney 1993 - 1998
Shearson Lehman 1987 - 1993
The Chase Manhattan Bank 1984 - 1987
Education
Stevens Institute of Technology 1998 — 2000
M.S., Mgmt Information Systems
Saint John's University 1976 — 1980
B.S., Marketing
Fidelity Investments 1996 - Present
Harris Bank 1990 - 1996
The Chase Manhattan Bank 1987 - 1990
Skills
Financial Services, Mutual Funds
Education
Securities Industry Institute 2012 — 2014
Executive Development Program
State University of New York College at Geneseo 1981 — 1985
BS, Management Science with Computer Science minor.
WorldWide Electric Corp August 2008 - Present
Worldwide Electric Corporation August 2008 - Present
Affiliated Computer Systems December 2006 - August 2008
Town of Greece, Police Departmnet May 1992 - February 2006
The Chase Manhattan Bank June 1970 - December 1991
Skills
Project Management, Operations Management, Management, Training, Product Development, Budgets, Team Building, Sales Management, New Business Development, Project Planning, Customer Service, Strategic Planning, Program Management, Microsoft Office, Leadership Development, Account Management, Contract Management, Supply Chain Management, Sales, Contract Negotiation, Process Improvement, Leadership, Employee Training, Cross-functional Team..., Business Development, Forecasting, Human Resources
Education
State University of New York Empire State College 1988 — 1992
BS, BUSINESS ADMIN / FINANCE
American Institute of Banking 1971 — 1975
Certification, Applied Banking
Astoria Bank May 2013 - Present
Capital One 2008 - May 2013
Capital One Bank September 2007 - May 2013
The Chase Manhattan Bank 1988 - 1998
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Portfolio Management, Credit Risk, Small Business Lending, Lines Of Credit, Underwriting, Treasury Management, Financial Services, Cross Selling, Relationship Management, Loans, Finance, Credit, Cash Management, Risk Management, Asset Based Lending, Banking, Financial Risk, Financial Analysis, Commercial Mortgages
Education
State University of New York at Stony Brook 1984 — 1988
BA, Economics
Robert Half May 2013 - Present
Morgan Stanley July 2003 - May 2013
The McGraw Hill Companies March 1999 - June 2003
Parsons Brinckerhoff Quade & Douglas, Inc. October 1995 - February 1999
The Chase Manhattan Bank November 1993 - October 1995
Skills
Corporate Real Estate, Financial Analysis, Portfolio Management, Real Estate, Strategic Planning, Vendor Management, Relationship Management, Negotiation, Financial Modeling, Disposition, Due Diligence, Real Estate Economics, Contract Negotiation, Mergers & Acquisitions, Leases, Budgets, Management, Commercial Real Estate, Real Estate Transactions, Acquisitions, Finance, Brokerage
Education
Center for Creative Leadership 2015 — 2015
Maximizing Your Leadership Potential Program
State University of New York College at Brockport 1989 — 1993
BS, Communications
Paul D. Schreiber HS, Port Washington, NY 1985 — 1989
Home & Garden Design Solutions March 2009 - Present
Ruskin Ltd., LLC May 2009 - Present
The Chase Manhattan Bank September 1992 - January 1995
Skills
Microsoft Office, Team Building, Business Strategy, Gardening, Coaching, Strategic Planning, Landscape Design, Public Speaking, PowerPoint, Fundraising, Nonprofits, Leadership Development, Business Planning, Marketing, Sales, Program Management, Strategy, Event Planning, Team Leadership, Program Development, Community Outreach, Organizational..., Event Management, Management, Change Management, Volunteer Management, Marketing Strategy, Customer Service, Microsoft Word, Budgets, Project Management, Research, Strategic Communications, Editing
Education
The University of Connecticut
Extension Program Certificate, Advanced Master Gardener
Sacred Heart University
MBA, Accounting & Finance
University of Bridgeport
MS ED, Early Childhood Education
Low Income Investment Fund January 2009 - Present
Borrowdale Consulting LLC 2008 - 2009
Bank of America 2005 - 2007
Fleet National Bank 2002 - 2004
Citibank 2001 - 2002
European American Bank 1998 - 2001
The Chase Manhattan Bank 1994 - 1998
Chemical Bank 1992 - 1994
Manufacturers Hanover Trust 1985 - 1992
Skills
Real Estate, Loans, Management, Credit, Portfolio Management, Affordable Housing, Real Estate Economics, Underwriting, Credit Analysis, Valuation, Real Estate Development, Asset Management, Asset Managment, Community Development, Risk Management, Strategy, Commercial Mortgages, Investments, Due Diligence, LIHTC, Financial Analysis, Real Estate Financing, Mortgage Lending, Commercial Real Estate, Tax Credits, Disposition, Finance, Banking, Investment Properties, Capital Markets, Structured Finance, Loan Origination, Credit Risk
Education
Syracuse University - Maxwell School
MPA
University of Michigan
BA
Freelance Illustration 1993 - Present
Newell Rubbermaid June 2013 - March 2014
The Chase Manhattan Bank 1996 - 1998
Skills
Oil Painting, Portrait Painting, Illustration, Fine Art, Painting, Art, Designing Marketing..., Illustrator, Book Illustration, Galleries, Art Direction, Drawing, Contemporary Art, Visual Arts, Watercolor, Museums, Adobe Creative Suite, Logo Design, Creative Direction, Concept Development, Layout
Education
San Francisco Art Institute 1991 — 1993
MFA, Fine Art
Stetson University 1984 — 1988
BA, Spanish, Art
La Escuela de Diseño de Altos de Chavón
La Romana, Dominican Republic
La Universidad de Madrid
Madrid, Spain
Apelon October 2007 - Present
Putnam Shooters December 2010 - Present
Paloma Partners January 2003 - October 2003
PepsiCo December 2000 - January 2003
Priceline.com August 1998 - October 2000
The Chase Manhattan Bank 1997 - 1997
Skills
XML, SQL, Software Engineering, Business Analysis, Eclipse, Java, Ruby on Rails, C#, PHP, JavaScript, Oracle, Microsoft SQL Server, MySQL, SQL Tuning, Enterprise Architecture, Requirements Analysis, Architecture, Software Project..., SDLC, Requirements Gathering, Written & Oral..., Peer Mentoring, Database Design, User Interface Design, Windows
Education
Stevens Institute of Technology 1988 — 1994
BS, Computer Science
The Chase Manhattan Bank April 2011 - Present
Chase December 2008 - April 2010
Skills
Real Estate, Mortgage Banking, Management, Loans, Salesforce.com
Education
SUNY New Paltz 1999 — 2003
Bachelor's degree, Finance and Organizational Communication
The Bank of New York Mellon July 1996 - Present
Bankers Trust Company 1989 - 1996
The Chase Manhattan Bank 1988 - 1989
Merrill Lynch 1984 - 1988
Merrill Lynch 1983 - 1984
Education
St. John's University, The Peter J. Tobin College of Business 1978 — 1983
BS, Finance
Micro Strategies June 2013 - Present
Blink Reaction May 2012 - February 2013
Sogeti October 2010 - May 2012
Paragon Computer Professionals November 2009 - September 2010
Microsoft March 2005 - November 2009
Unisys October 2002 - March 2005
Cap Gemini Ernst & Young April 2000 - October 2002
Cap Gemini Sogeti March 1995 - March 2000
Computer Power Group November 1990 - March 1995
The Chase Manhattan Bank October 1984 - September 1990
Skills
Professional Services, IT Strategy, Cloud Computing, Program Management, Change Management, Sales Management, Consulting, Enterprise Software, Business Development, Solution Selling, Management, Sales, SDLC, Strategic Partnerships, Process Improvement, Project Management, Software Project..., Testing, Leadership, Quality Assurance, Business Process, Management Consulting, Strategy, Business Strategy, SharePoint, Software Development, Governance, SaaS, Risk Management, CRM, Project Planning, Business Analysis, Vendor Management, Business Intelligence, Business Process..., Enterprise Architecture, Outsourcing, Information Technology, Integration, Pre-sales, Solution Architecture, Project Portfolio..., Organizational..., Product Management, Virtualization, Sales Operations, IT Management, PMO, Business Process..., PMP
Education
St. John's University, The Peter J. Tobin College of Business 1977 — 1979
MBA, Marketing Management
Saint John's University 1972 — 1976
Bachelor of Arts, Psychology and Communications Theory
Express Scripts November 2012 - January 2013
UnitedHealth Group May 2012 - November 2012
First American June 2007 - November 2010
Walgreen's August 2009 - September 2009
The Chase Manhattan Bank January 2007 - June 2007
Comcast/Time Warner Cable November 2005 - January 2007
Skills
Call Centers, Microsoft Office, Customer Service, Leadership, Management, Process Improvement, Outlook, Team Building, Customer Experience, Leadership Development
Education
Tarrant County College 2015 — 2018
Associate’s Degree, Radiologic Technology/Science - Radiographer
Everest College 2008 — 2009
Phamacy Techician, Pharmacy
Globalsaving & Co. December 2007 - Present
Credit Suisse January 2004 - November 2007
Credit Suisse December 1999 - January 2004
The Chase Manhattan Bank May 1998 - December 1999
The Bank of New York Company, Inc June 1997 - May 1998
Skills
Excel, Bloomberg, Word, Business Objects, DTC, Outlook, Microsoft Office, Securities, Windows, PowerPoint, Microsoft Excel, Bonds, Reference Data, Financial Services, Middle Office, Fixed Income, Credit Derivatives, Equities, Corporate Actions, Prime Brokerage, Investment Banking, Equity Derivatives, Back Office, Hedge Funds, Microsoft Word
Education
Stony Brook University
Bachelor of Arts
Bessemer Trust January 2001 - Present
The Chase Manhattan Bank March 1998 - January 2000
Skills
Portfolio Management, Outlook, Vendor Management, Management, Investments, Asset Management, Customer Service
Education
Chubb 2001 — 2002
Desktop Support
Rutgers University-New Brunswick 1990 — 1994
BA, Communications
ITIL V3
Newcoast Financial Services, LLC May 2012 - Present
H&R Block January 2010 - Present
MarineMax July 1999 - April 2009
The Chase Manhattan Bank March 1995 - February 1998
The Chase Manhattan Bank February 1968 - February 1998
Skills
Banking, Management, Customer Service, Leadership, Sales, Sales Management, Strategic Planning
Education
Temple University 1961 — 1964
Business Administration
Self - Employed (Special Projects) July 2006 - Present
The Chase Manhattan Bank July 1991 - July 2005
Bank One 1991 - 2005
Education
Southern Methodist University 1987 — 1991
bba, finance/economics
National Association of Professional Women (NAPW) March 2014 - Present
Notre Dame School September 2009 - Present
Asset Center Incorporated July 2008 - Present
Dr. Gordon J. Berg, D.P.M. January 2012 - February 2014
Manhasset Animal Hospital April 2010 - January 2012
PETCO Animal Supplies, Inc. June 2011 - November 2011
Asset Center, Incorporated August 2008 - April 2011
Dearie Mortgage Group, Inc. February 2000 - July 2008
The Chase Manhattan Bank August 1994 - February 2001
Skills
Mortgage Lending, Investment Properties, Customer Service, Budget, Retail, Social Media, Budgets, Refinance, Underwriting, Loans, Residential Homes, Real Estate, Commercial Mortgages, FHA, Residential Mortgages, Finance, Mortgage Banking, Sales, USDA, Short Sales, Investments, Financial Analysis, Credit, Banking, Foreclosures, First Time Home Buyers, Loan Origination, Commercial Lending, Real Estate Financing, Condos, Real Estate Transactions, Mortgage Underwriting, Selling, Property, Investors, Single Family Homes, HUD, Relocation, Buyers, New Home Sales, Real Estate Economics, Property Management, Real Estate Development, Referrals, FHA financing, Sellers, SBA, Funding, VA loans, REO
Education
Saint John's University 1990 — 1994
BFA, business
School of Visual Arts 1988 — 1990
Government Agency September 2010 - Present
Gooch Consulting, LLC October 2008 - March 2010
Citigroup 2010 - 2010
Fannie Mae September 1999 - August 2008
Fannie Mae February 1997 - September 1999
Fannie Mae March 1994 - February 1997
Prudential Insurance May 1992 - February 1994
The Chase Manhattan Bank September 1990 - May 1992
Education
Rutgers, The State University of New Jersey-Newark
BS, Business Management
Villanova University
IT Project Management
LRG Lending August 2015 - Present
Paramount Equity August 2012 - August 2015
PCAR January 2013 - January 2014
The Chase Manhattan Bank October 2004 - August 2012
Washington Mutual Bank October 2004 - October 2008
Skills
FHA, VA loans, USDA, Refinance, Mortgage Lending, First Time Home Buyers, Mortgage Banking, Loan Origination, FHA financing, Residential Mortgages, Government Loans, Loans, Sellers, Construction Loans, Consumer Lending, Single Family Homes, Foreclosures, Reverse Mortgages, Finance
Education
CSU Sacramento 2002 — 2004
Bachelors of Science, Business Administration; Accountancy
Sierra College 1999 — 2002
Associates of Arts, Liberal Arts
Sierra College 1999 — 2002
Associate of Science (A.S.), Business Administration
Rocklin High School
Newedge USA LLC Assistant Vice PresidentDeutsche BankOctober 1998 - December 2002
The Chase Manhattan Bank July 1983 - October 1998
Education
Saint Theresa College 1975 — 1979
BS in Accounting, Accounting
School name:
BOK Financial March 2010 - Present
TD Securities (USA) LLC March 2009 - October 2009
Merrill Lynch & Co., Inc. January 2008 - February 2009
Bear, Stearns & Co. Inc. January 2004 - November 2007
FleetBoston Financial August 2000 - December 2003
The Chase Manhattan Bank June 1999 - July 2000
Skills
Financial Structuring, Syndications, Credit Analysis, Portfolio Management, Investment Banking, Analysis, Banking, Commercial Banking, Bloomberg, Corporate Finance, Credit, Finance, Financial Services, Loans, Management, Underwriting
Education
Rochester Institute of Technology 1996 — 1998
M.S., Finance
Saint Bonaventure University 1992 — 1996
B.S., Mathematics
Performance Tire LLC 2001 - Present
The Chase Manhattan Bank September 1999 - May 2005
Skills
Operations Management, Business Strategy, Business Planning, Process Improvement, Customer Satisfaction, Sales Management, Automotive, Sales, Program Management, Team Building, Strategic Planning, Negotiation, Six Sigma, SAS, Product Development, Profit, Customer Retention, New Business Development
Education
Texas A&M University 1988 — 1992
Bachelors, Business
Stratford High School
JP Morgan 2006 - 2008
JP Morgan Securities, Inc. 2000 - 2006
The Chase Manhattan Bank 1986 - 1999
Bank of Montreal 1984 - 1986
America's Society (Center for Inter-American Relations) 1980 - 1982
Skills
Capital Markets, Leveraged Finance, Hedge Funds, Structured Finance, Private Equity, Investment Banking, Corporate Finance, Equities, Finance, Valuation, Financial Structuring, Portfolio Management, Fixed Income
Education
Rutgers, The State University of New Jersey-Newark 1982 — 1984
MBA, International Finance
University of Massachusetts Boston 1976 — 1980
BA, Liberal Arts
Metric 2007 - Present
APLC January 1997 - January 2006
The Chase Manhattan Bank January 1992 - January 1996
Lucille Roberts Health Clubs January 1990 - January 1991
Education
State University of New York at Stony Brook 2003 — 2009
Associate's Degree, Sociology; Anthropology; Statistics, Demographics and Politics; Liberal Arts Education, 3.95
Regents High School
Stony Brook University
Cowen Group August 1996 - Present
Hewlett-Packard 2005 - 2010
Cowen and Company August 1996 - July 2005
The Chase Manhattan Bank December 1980 - August 1996
Skills
Sybase, Disaster Recovery, ITIL, SQL, Data Center, Investment Banking, Windows Server, VMware, Databases, Microsoft SQL Server, Integration, Equities, Unix, Trading Systems, Perl, SDLC, Oracle, Requirements Analysis, Active Directory, Virtualization
Education
State University of New York College at Oswego 1975 — 1979
B.S, Psycholgy
Architechnology Designs (previously AAV Corp.) June 2011 - Present
CEDX Corporation March 2010 - February 2011
Dellecave Educational Institute April 2004 - March 2010
JNM Evironmental Inc. January 1996 - April 2004
Thomson Reuters 1988 - 1996
The Chase Manhattan Bank March 1985 - September 1988
Skills
Customer Service, Management, Microsoft Excel, Microsoft Office, Process Improvement, Business Analysis, Bookkeeping, Financial Analysis, Budgets, Outlook, Finance, Accounting
Education
St. Joseph's College 1982 — 1984
BS, Business Administration
Suffolk County Community College 1980 — 1982
Associates, Business Administration
The Chase Manhattan Bank August 2002 - Present
Education
SUNY Brockport 1996 — 2001
Bachelor of Science, Criminal Justice and Psychology
Bausch + Lomb July 1998 - Present
Catalyst Direct Inc. 1996 - 1998
The Chase Manhattan Bank 1996 - 1996
The Chase Manhattan Bank 1991 - 1996
Chase Lincoln First Bank, N.A. 1988 - 1991
Chase Lincoln First Bank, N.A 1985 - 1988
Chase Lincoln First Bank, N.A. 1982 - 1985
Skills
Business Process..., IBM Content Manager..., OpenText StreamServe, OpenText Vista Plus, IT Project & Program..., Systems Analysis, Project Portfolio..., Database Marketing, Data Warehousing
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1983 — 1987
Masters of Business Administration, Concentrations in Marketing and Finance
State University of New York College at Oswego 1977 — 1981
Bachelor of Science (B.S.), Mathematics
María Isabel Rivera, CPA July 2013 - Present
PG Engineering Solutions, PSC January 2008 - June 2013
María Isabel Rivera, CPA August 1999 - December 2007
Housing Promoters, Inc. January 1997 - July 1999
Department of Transportation and Public Works January 1993 - December 1996
Caribbean Federal Savings Bank July 1990 - January 1993
María Isabel Rivera, CPA June 1987 - May 1990
Kevane, Peterson, Soto & Pasarell January 1981 - May 1987
The Chase Manhattan Bank December 1979 - January 1981
Arthur Andersen and Co. August 1978 - December 1979
Skills
Quickbooks, Word Perfect, Microsoft Excel, Microsoft Word, Microsoft Power Point, Financial Analysis, Financial Statements
Education
Texas A&M University 1983 — 1985
Master in Business Administration (M.B.A.), Finance, 3.5
University of Puerto Rico-Rio Piedras 1974 — 1978
Bachelor in Business Administration (B.B.A.), Accounting, 3.85