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
Employee
Years
Job
Industry
Heather Levy Heather Levy's The Chase Manhattan Bank Experience 1999 - 2000
Job Experienced Marketing Professional Online/Offline Writing, Social Media, Customer Emails, SEO & More
Industry Marketing and Advertising
Experience
a chick & a dude productions March 2008 - February 2013
SolarWinds 2011 - 2012
The Senior Center Magazine 2009 - 2011
Crossroads Systems November 2006 - November 2010
Extreme Technologies 2009 - 2009
University of Texas at Arlington 2003 - 2005
Tek-Tools (Software) 2000 - 2003
The Chase Manhattan Bank 1999 - 2000
Slingshot Marketing 1999 - 2000
Microsoft 1998 - 1999
Skills
Online Marketing, Landing Page..., MS Office Suite, Proofreading, Adobe Acrobat, Marketing Management, Article Marketing, Social Media Marketing, Content Marketing, New Media Consulting, Social Promotion, Press Release Submission, Online Advertising
Education
The University of Texas at Arlington 1997 — 1999
MA, English
The University of Texas at Arlington 1992 — 1997
BA, Communications/Journalism
a chick & a dude productions March 2008 - February 2013
SolarWinds 2011 - 2012
The Senior Center Magazine 2009 - 2011
Crossroads Systems November 2006 - November 2010
Extreme Technologies 2009 - 2009
University of Texas at Arlington 2003 - 2005
Tek-Tools (Software) 2000 - 2003
The Chase Manhattan Bank 1999 - 2000
Slingshot Marketing 1999 - 2000
Microsoft 1998 - 1999
Skills
Online Marketing, Landing Page..., MS Office Suite, Proofreading, Adobe Acrobat, Marketing Management, Article Marketing, Social Media Marketing, Content Marketing, New Media Consulting, Social Promotion, Press Release Submission, Online Advertising
Education
The University of Texas at Arlington 1997 — 1999
MA, English
The University of Texas at Arlington 1992 — 1997
BA, Communications/Journalism
Joann Dunham Joann Dunham's The Chase Manhattan Bank Experience October 1994 - December 1995
Job Client Executive at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard May 2014 - Present
DAR 2011 - 2015
DAR 2011 - 2015
Computer Aid, Inc. March 2013 - May 2014
Community Caregivers June 2013 - January 2014
Xerox November 2008 - July 2011
NTT DATA March 1997 - August 2008
Societe Generale January 1996 - August 1996
The Chase Manhattan Bank October 1994 - December 1995
Fannie Mae February 1994 - September 1994
Skills
Program Management, Outsourcing, Business Development, Account Management, Leadership, Strategic Planning, Public Sector, Government, Vendor Management, Business Analysis, IT Strategy, Business Strategy, New Business Development, Sales Management, Business Process..., IT Service Management, Information Technology, Management Consulting, Business Intelligence, Budgets, Process Improvement, Cloud Computing, Solution Selling
Education
New York University - Leonard N. Stern School of Business 1990 — 1996
MBA, Information Technology
University at Albany, SUNY 1983 — 1984
BA, Music, English
University of Vermont 1980 — 1983
Music, English
Hewlett-Packard May 2014 - Present
DAR 2011 - 2015
DAR 2011 - 2015
Computer Aid, Inc. March 2013 - May 2014
Community Caregivers June 2013 - January 2014
Xerox November 2008 - July 2011
NTT DATA March 1997 - August 2008
Societe Generale January 1996 - August 1996
The Chase Manhattan Bank October 1994 - December 1995
Fannie Mae February 1994 - September 1994
Skills
Program Management, Outsourcing, Business Development, Account Management, Leadership, Strategic Planning, Public Sector, Government, Vendor Management, Business Analysis, IT Strategy, Business Strategy, New Business Development, Sales Management, Business Process..., IT Service Management, Information Technology, Management Consulting, Business Intelligence, Budgets, Process Improvement, Cloud Computing, Solution Selling
Education
New York University - Leonard N. Stern School of Business 1990 — 1996
MBA, Information Technology
University at Albany, SUNY 1983 — 1984
BA, Music, English
University of Vermont 1980 — 1983
Music, English
Victor Montesinos's The Chase Manhattan Bank Experience October 2005 - December 2007
Job Market Manager at People's United Bank
Industry Banking
Experience
People's United Bank January 2013 - Present
People's United Bank June 2012 - Present
Citizens Bank August 2011 - June 2012
Citizens Bank September 2009 - August 2011
HSBC December 2007 - September 2009
The Chase Manhattan Bank October 2005 - December 2007
TD Bank March 2003 - October 2005
Skills
Customer Relations, Cross Selling, Retail Banking, Loans, Sales Management, Banking, Business Development, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Customer Service, Finance, Financial Risk, Leadership, Financial Services, Management, Mergers, Mortgage Lending, New Business Development, Portfolio Management, Relationship Management, Risk Management, Sales, Small Business Lending
Education
Universidad San Ignacio de Loyola 1997 — 2001
Administrator, International Business Management
People's United Bank January 2013 - Present
People's United Bank June 2012 - Present
Citizens Bank August 2011 - June 2012
Citizens Bank September 2009 - August 2011
HSBC December 2007 - September 2009
The Chase Manhattan Bank October 2005 - December 2007
TD Bank March 2003 - October 2005
Skills
Customer Relations, Cross Selling, Retail Banking, Loans, Sales Management, Banking, Business Development, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Customer Service, Finance, Financial Risk, Leadership, Financial Services, Management, Mergers, Mortgage Lending, New Business Development, Portfolio Management, Relationship Management, Risk Management, Sales, Small Business Lending
Education
Universidad San Ignacio de Loyola 1997 — 2001
Administrator, International Business Management
Robert Boxberger Robert Boxberger's The Chase Manhattan Bank Experience September 1988 - August 1993
Job Global Payments Executive President Finsphere Corporation
Industry Financial Services
Experience
finsphere February 2008 - Present
Washington Mutual Card Services - Formerly Providian September 2002 - January 2008
Fleet Credit Card Services January 1999 - September 2002
Citicorp Credit Services March 1998 - January 1999
Fleet Bank (Delaware) November 1996 - March 1998
The Bank of New York (Delaware) August 1993 - November 1996
The Chase Manhattan Bank September 1988 - August 1993
Skills
Fraud, Risk Management, Analytics, Credit Cards, Product Management, Product Development, Payments, Financial Risk, Financial Services, Credit, Banking, Predictive Analytics, Credit Risk, Strategic Planning, Management, Vendor Management, Strategy, Finance, Strategic Partnerships, Forecasting, Business Analysis, Start-ups, Mergers
Education
University of Delaware
finsphere February 2008 - Present
Washington Mutual Card Services - Formerly Providian September 2002 - January 2008
Fleet Credit Card Services January 1999 - September 2002
Citicorp Credit Services March 1998 - January 1999
Fleet Bank (Delaware) November 1996 - March 1998
The Bank of New York (Delaware) August 1993 - November 1996
The Chase Manhattan Bank September 1988 - August 1993
Skills
Fraud, Risk Management, Analytics, Credit Cards, Product Management, Product Development, Payments, Financial Risk, Financial Services, Credit, Banking, Predictive Analytics, Credit Risk, Strategic Planning, Management, Vendor Management, Strategy, Finance, Strategic Partnerships, Forecasting, Business Analysis, Start-ups, Mergers
Education
University of Delaware
Michel Issa Michel Issa's The Chase Manhattan Bank Experience 1984 - 1985
Job CEO at Newton Investment Group. LLC
Industry Investment Management
Experience
Newton Investment Group. January 2011 - Present
Newton Motorsports - Porsche Audi Volkswagen November 1999 - June 2010
Credit Agricole Indosuez 1985 - 1999
The Chase Manhattan Bank 1984 - 1985
Banco Portuguese Di Atlantico 1983 - 1984
UBAF 1978 - 1982
Skills
Start-ups, Investments, Entrepreneurship, Management, Trading, Banking, Asset Management, Mergers & Acquisitions, Private Equity, Due Diligence, Venture Capital, Business Strategy, Portfolio Management, New Business Development, Investment Banking, Advertising, Real Estate, Public Relations, Investment Properties, Negotiation, Management Consulting, Mergers, Business Development, Marketing, Social Media Marketing, Public Speaking, Strategic Planning, Business Planning, Financial Analysis, Business Analysis, Customer Service, Change Management, Strategy, Product Development, Marketing Strategy, Financial Services, Leadership, Risk Management, Sales Management, Sales Operations, Equities
Education
Université Paris X Nanterre 1976 — 1979
Economics
Newton Investment Group. January 2011 - Present
Newton Motorsports - Porsche Audi Volkswagen November 1999 - June 2010
Credit Agricole Indosuez 1985 - 1999
The Chase Manhattan Bank 1984 - 1985
Banco Portuguese Di Atlantico 1983 - 1984
UBAF 1978 - 1982
Skills
Start-ups, Investments, Entrepreneurship, Management, Trading, Banking, Asset Management, Mergers & Acquisitions, Private Equity, Due Diligence, Venture Capital, Business Strategy, Portfolio Management, New Business Development, Investment Banking, Advertising, Real Estate, Public Relations, Investment Properties, Negotiation, Management Consulting, Mergers, Business Development, Marketing, Social Media Marketing, Public Speaking, Strategic Planning, Business Planning, Financial Analysis, Business Analysis, Customer Service, Change Management, Strategy, Product Development, Marketing Strategy, Financial Services, Leadership, Risk Management, Sales Management, Sales Operations, Equities
Education
Université Paris X Nanterre 1976 — 1979
Economics
Waleska Burke Waleska Burke's The Chase Manhattan Bank Experience November 1992 - July 1994
Job Business Systems Analyst at Encore Capital Group
Industry Computer Software
Experience
Encore Capital Group September 2013 - Present
UnitedHealth Group January 2012 - May 2013
Ascent Business Solutions March 1998 - October 2012
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas May 1996 - March 1998
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas April 1995 - May 1996
The Chase Manhattan Bank November 1992 - July 1994
Skills
Requirements Gathering, Requirements Analysis, Business Analysis, SDLC, Business Requirements, Data Profiling, Business Process, Java, Analysis, Process Improvement, Sales, Databases, Project Management, Vendor Management, Data Warehousing, Cross-functional Team..., Integration, Software Documentation, Visio, Data Analysis
Education
The University of Texas at Austin
MBA, Information systems and Finance
Encore Capital Group September 2013 - Present
UnitedHealth Group January 2012 - May 2013
Ascent Business Solutions March 1998 - October 2012
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas May 1996 - March 1998
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas April 1995 - May 1996
The Chase Manhattan Bank November 1992 - July 1994
Skills
Requirements Gathering, Requirements Analysis, Business Analysis, SDLC, Business Requirements, Data Profiling, Business Process, Java, Analysis, Process Improvement, Sales, Databases, Project Management, Vendor Management, Data Warehousing, Cross-functional Team..., Integration, Software Documentation, Visio, Data Analysis
Education
The University of Texas at Austin
MBA, Information systems and Finance
Mitch Marcinauskis's The Chase Manhattan Bank Experience July 1986 - March 1995
Job Compliance Helpdesk Manager at Deloitte
Industry Accounting
Experience
Deloitte April 2009 - Present
Deloitte March 2007 - March 2009
Kelly Services December 2001 - March 2007
Hall Kinion September 2001 - October 2001
McIntyre Group March 2001 - September 2001
Robert Half Technology June 1999 - January 2001
Just Cats Veterinary Hospital December 1996 - May 1999
Bank of Darien May 1995 - December 1996
The Chase Manhattan Bank July 1986 - March 1995
Skills
Process Improvement, Sourcing, Vendor Management, Strategic Sourcing, Talent Acquisition, Outstanding Customer..., Creative Problem Solving, Adaptation, SEC compliance, Independence, Excel, Service Excellence, SAP HR, Customer Service, Change Management, Outsourcing, Microsoft Excel, Pricing, Service Quality, SEC
Education
Fairfield College Preparatory School
The University of Connecticut
MS, Agricultural Economics
Deloitte April 2009 - Present
Deloitte March 2007 - March 2009
Kelly Services December 2001 - March 2007
Hall Kinion September 2001 - October 2001
McIntyre Group March 2001 - September 2001
Robert Half Technology June 1999 - January 2001
Just Cats Veterinary Hospital December 1996 - May 1999
Bank of Darien May 1995 - December 1996
The Chase Manhattan Bank July 1986 - March 1995
Skills
Process Improvement, Sourcing, Vendor Management, Strategic Sourcing, Talent Acquisition, Outstanding Customer..., Creative Problem Solving, Adaptation, SEC compliance, Independence, Excel, Service Excellence, SAP HR, Customer Service, Change Management, Outsourcing, Microsoft Excel, Pricing, Service Quality, SEC
Education
Fairfield College Preparatory School
The University of Connecticut
MS, Agricultural Economics
Samantha Shamieh Samantha Shamieh's The Chase Manhattan Bank Experience June 1993 - January 1997
Job Direct Marketing Operations Specialist with an emphasis on Pharmaceutical Marketing
Industry Pharmaceuticals
Experience
H4B Chelsea (Havas Health) June 2014 - April 2015
H4B Chelsea (Havas Health) August 2012 - January 2014
Medco Health Solutions, Inc August 2009 - December 2011
OgilvyOne Worldwide July 2005 - January 2009
Pfizer June 2002 - July 2003
Acxiom August 1999 - June 2002
Database America November 1997 - August 1999
The Chase Manhattan Bank June 1993 - January 1997
The Columbia House Company September 1987 - June 1993
Skills
Direct Marketing, Database Marketing, Data Hygiene, Marketing Operations, Customer Data..., Project Management, Process Improvement, SDLC, CRM, Marketing Management, Segmentation, HIPAA, Pharmaceutical DTC..., Campaign Management, Multi-channel Marketing, Integrated Marketing, Relationship Marketing, Leadership, Marketing, Program Management, Direct Mail, Management, Digital Marketing, Email Marketing, Marketing Automation, Visio, B2B Marketing, Digital Strategy, Analytics, Web Analytics, Online Advertising, Data Management
Education
University of California, Santa Cruz 1983 — 1985
BA, Theatre Arts
H4B Chelsea (Havas Health) June 2014 - April 2015
H4B Chelsea (Havas Health) August 2012 - January 2014
Medco Health Solutions, Inc August 2009 - December 2011
OgilvyOne Worldwide July 2005 - January 2009
Pfizer June 2002 - July 2003
Acxiom August 1999 - June 2002
Database America November 1997 - August 1999
The Chase Manhattan Bank June 1993 - January 1997
The Columbia House Company September 1987 - June 1993
Skills
Direct Marketing, Database Marketing, Data Hygiene, Marketing Operations, Customer Data..., Project Management, Process Improvement, SDLC, CRM, Marketing Management, Segmentation, HIPAA, Pharmaceutical DTC..., Campaign Management, Multi-channel Marketing, Integrated Marketing, Relationship Marketing, Leadership, Marketing, Program Management, Direct Mail, Management, Digital Marketing, Email Marketing, Marketing Automation, Visio, B2B Marketing, Digital Strategy, Analytics, Web Analytics, Online Advertising, Data Management
Education
University of California, Santa Cruz 1983 — 1985
BA, Theatre Arts
Deborah Tustin Deborah Tustin's The Chase Manhattan Bank Experience 1983 - 1987
Job Financial Executive ► Relationship Manager ♦ Business Developer ♦ Community Organizer ♦ Game Changer
Industry Financial Services
Experience
Tustin Consulting December 2013 - Present
Horsham Township January 2010 - Present
Wells Fargo Advisors, LLC February 2012 - December 2013
Carolina Capital Markets 2009 - 2012
The Gwynedd Company 2007 - 2009
St. Mary Magdalene Church 1985 - 2000
Provident Bank 1988 - 1989
E.F. Hutton 1987 - 1988
The Chase Manhattan Bank 1983 - 1987
Skills
Investments, Retirement Planning, Portfolio Management, Finance, Asset Allocation, 401k, Fixed Income, Financial Analysis, Financial Advisory, Management, Retirement, Leadership, Mutual Funds, Asset Management, Strategic Planning, Series 7, Wealth Management, Investment Strategies, Variable Annuities, Equities, Financial Services, Sales, New Business Development, Trading, Fixed Annuities, Investment Advisory, ETFs, Risk Assessment, Bonds, Research, Insurance, Stocks, Pensions, Risk Management, Relationship Management, Customer Service, Capital Markets, Retirement Plan..., Sales Management, Investment Management, Marketing Strategy, Financial Reporting, Budgets, Project Management, Alternative Investments, Institutional Relations, Series 66, Employee Benefits, Team Management, Financial & Operational...
Education
University of Pennsylvania - The Wharton School
Bachelor of Business Administration (BBA), Finance, Marketing, Management
Tustin Consulting December 2013 - Present
Horsham Township January 2010 - Present
Wells Fargo Advisors, LLC February 2012 - December 2013
Carolina Capital Markets 2009 - 2012
The Gwynedd Company 2007 - 2009
St. Mary Magdalene Church 1985 - 2000
Provident Bank 1988 - 1989
E.F. Hutton 1987 - 1988
The Chase Manhattan Bank 1983 - 1987
Skills
Investments, Retirement Planning, Portfolio Management, Finance, Asset Allocation, 401k, Fixed Income, Financial Analysis, Financial Advisory, Management, Retirement, Leadership, Mutual Funds, Asset Management, Strategic Planning, Series 7, Wealth Management, Investment Strategies, Variable Annuities, Equities, Financial Services, Sales, New Business Development, Trading, Fixed Annuities, Investment Advisory, ETFs, Risk Assessment, Bonds, Research, Insurance, Stocks, Pensions, Risk Management, Relationship Management, Customer Service, Capital Markets, Retirement Plan..., Sales Management, Investment Management, Marketing Strategy, Financial Reporting, Budgets, Project Management, Alternative Investments, Institutional Relations, Series 66, Employee Benefits, Team Management, Financial & Operational...
Education
University of Pennsylvania - The Wharton School
Bachelor of Business Administration (BBA), Finance, Marketing, Management
Miguel Vargas Miguel Vargas's The Chase Manhattan Bank Experience October 1989 - September 1990
Job Partner at Bank Solutions Group, LLC
Industry Financial Services
Experience
Bank Solutions Group, LLC July 2013 - Present
Universidad del Este October 2012 - Present
MasterCard December 2005 - March 2012
Popular, Inc. July 2000 - November 2004
Visa International September 1990 - December 1999
Visa International 1990 - 1999
The Chase Manhattan Bank October 1989 - September 1990
Citicorp September 1981 - August 1989
Skills
Marketing Strategy, New Business Development, Integrated Marketing, Business Strategy, Strategic Planning, Marketing Communications, Product Management, Competitive Analysis, Public Relations, Market Research, Marketing Management, Account Management, Mobile Payments, Budgets, Marketing, Strategic Partnerships, Business Development, Strategy, Sales Management, Direct Marketing, Advertising, B2B, Business Planning, Leadership, Product Development, Digital Marketing, Social Media Marketing, E-commerce, Management, Product Marketing, Mergers & Acquisitions, Cross-functional Team..., Start-ups, Program Management, Credit Cards, P&L Management, Online Marketing, Analytics, Market Planning, Team Leadership, Entrepreneurship, Executive Management, Segmentation, Management Consulting, CRM, International Business, Brand Management, Consulting, Payments, Banking
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1981
MBA, Marketing and Finance
University of Puerto Rico - Rio Piedras Campus 1975 — 1979
BBA, Computerized Information Systems and Statistics
Bank Solutions Group, LLC July 2013 - Present
Universidad del Este October 2012 - Present
MasterCard December 2005 - March 2012
Popular, Inc. July 2000 - November 2004
Visa International September 1990 - December 1999
Visa International 1990 - 1999
The Chase Manhattan Bank October 1989 - September 1990
Citicorp September 1981 - August 1989
Skills
Marketing Strategy, New Business Development, Integrated Marketing, Business Strategy, Strategic Planning, Marketing Communications, Product Management, Competitive Analysis, Public Relations, Market Research, Marketing Management, Account Management, Mobile Payments, Budgets, Marketing, Strategic Partnerships, Business Development, Strategy, Sales Management, Direct Marketing, Advertising, B2B, Business Planning, Leadership, Product Development, Digital Marketing, Social Media Marketing, E-commerce, Management, Product Marketing, Mergers & Acquisitions, Cross-functional Team..., Start-ups, Program Management, Credit Cards, P&L Management, Online Marketing, Analytics, Market Planning, Team Leadership, Entrepreneurship, Executive Management, Segmentation, Management Consulting, CRM, International Business, Brand Management, Consulting, Payments, Banking
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1981
MBA, Marketing and Finance
University of Puerto Rico - Rio Piedras Campus 1975 — 1979
BBA, Computerized Information Systems and Statistics
Kevin Cline Kevin Cline's The Chase Manhattan Bank Experience January 1990 - June 1993
Job Managing Director, Consultant & Campus Recruiter
Industry Education Management
Experience
United TEFL Training June 2006 - Present
The Kentor Company 1996 - Present
European Language Centres October 2004 - June 2006
ITC-Training March 2003 - October 2004
International College of English, AHA Languages & British Institutes June 2001 - March 2003
Texas Mutual Insurance Company June 1993 - October 1995
The Chase Manhattan Bank January 1990 - June 1993
Skills
Program Management, Public Speaking, Teaching English as a..., Entrepreneurship, Career Counseling, Marketing, Teacher Training, Management, Employee Training, Intercultural..., Research, Financial Analysis, Travel Planning, Art, Language Teaching, University Relations, Career Advising, Customer Satisfaction, Project Coordination, Operations Management, Educational Management, Teaching English, College Recruiting, Customer Orientation, International Business, Motivational Speaking, Spanish, Event Planning, Social Media, Teaching, Strategic Planning, Microsoft Office, Training
Education
The University of Texas at Austin 1986 — 1990
BA, Latin American Studies
ITC Training, Barcelona Spain 2001 — 2001
TEFL Certificate, TEFL, TESOL, ESL, EFL
United TEFL Training June 2006 - Present
The Kentor Company 1996 - Present
European Language Centres October 2004 - June 2006
ITC-Training March 2003 - October 2004
International College of English, AHA Languages & British Institutes June 2001 - March 2003
Texas Mutual Insurance Company June 1993 - October 1995
The Chase Manhattan Bank January 1990 - June 1993
Skills
Program Management, Public Speaking, Teaching English as a..., Entrepreneurship, Career Counseling, Marketing, Teacher Training, Management, Employee Training, Intercultural..., Research, Financial Analysis, Travel Planning, Art, Language Teaching, University Relations, Career Advising, Customer Satisfaction, Project Coordination, Operations Management, Educational Management, Teaching English, College Recruiting, Customer Orientation, International Business, Motivational Speaking, Spanish, Event Planning, Social Media, Teaching, Strategic Planning, Microsoft Office, Training
Education
The University of Texas at Austin 1986 — 1990
BA, Latin American Studies
ITC Training, Barcelona Spain 2001 — 2001
TEFL Certificate, TEFL, TESOL, ESL, EFL
Julie A Williams Julie A Williams's The Chase Manhattan Bank Experience 1988 - 1989
Job Senior Conference Service Manager at Colonial Williamsburg
Industry Hospitality
Experience
Colonial Williamsburg July 2014 - Present
City of Hampton VA, CVB October 2008 - July 2014
VSAE October 2006 - July 2014
VAMPI 2014 - 2014
Colonial Williamsburg Resort Collection July 2007 - October 2008
Hospitality Management Services August 2006 - May 2007
Clarion Hotel August 2005 - August 2006
Hampton Holiday Inn and Convention Center April 2005 - August 2005
Holiday Inn Conference Center May 2003 - April 2005
The Chase Manhattan Bank 1988 - 1989
Skills
Event Planning, Hospitality, Hotels, Marketing, Training, Trade Shows, Sales, Tourism, Food & Beverage, Marketing Strategy, Catering, Meeting Planning, Resorts, Customer Service, Negotiation, Event Management, Food
Education
CIC 2010 — 2015
CMP, Hospitality
Hillsborough Community College
Business Management
Thomas Nelson Community College
Marketing
Colonial Williamsburg July 2014 - Present
City of Hampton VA, CVB October 2008 - July 2014
VSAE October 2006 - July 2014
VAMPI 2014 - 2014
Colonial Williamsburg Resort Collection July 2007 - October 2008
Hospitality Management Services August 2006 - May 2007
Clarion Hotel August 2005 - August 2006
Hampton Holiday Inn and Convention Center April 2005 - August 2005
Holiday Inn Conference Center May 2003 - April 2005
The Chase Manhattan Bank 1988 - 1989
Skills
Event Planning, Hospitality, Hotels, Marketing, Training, Trade Shows, Sales, Tourism, Food & Beverage, Marketing Strategy, Catering, Meeting Planning, Resorts, Customer Service, Negotiation, Event Management, Food
Education
CIC 2010 — 2015
CMP, Hospitality
Hillsborough Community College
Business Management
Thomas Nelson Community College
Marketing
John Weiler John Weiler's The Chase Manhattan Bank Experience 1985 - 1988
Job Chief Operating Officer at Neighborhood Trust Financial Partners, Inc.
Industry Nonprofit Organization Management
Experience
Neighborhood Trust Financial Partners, Inc. May 2014 - Present
JCW Consulting September 2012 - April 2014
The F.B. Heron Foundation November 1999 - July 2012
Corporation for Supportive Housing 1997 - 1999
Common Ground Community 1994 - 1997
The Center for Leadership Innovation (formerly Development Training Institute) 1990 - 1993
The Chase Manhattan Bank 1985 - 1988
Manufacturers Hanover Trust 1984 - 1985
Skills
Grants, Community Development, Philanthropy, Non-profits, Fundraising, Program Management, Board Development, Impact Investing, Program Development, Underwriting, Strategic Planning, Training, Public Speaking, Social Entrepreneurship, Finance, Project Planning, Investments, Nonprofits, Program Evaluation, Strategy, Proposal Writing, Budgets, Grant Writing, Organizational..., Management
Education
University of Pennsylvania 1988 — 1990
M.C.P.
University of Pennsylvania - The Wharton School 1979 — 1983
B.S.
Phillips Exeter Academy 1975 — 1979
Neighborhood Trust Financial Partners, Inc. May 2014 - Present
JCW Consulting September 2012 - April 2014
The F.B. Heron Foundation November 1999 - July 2012
Corporation for Supportive Housing 1997 - 1999
Common Ground Community 1994 - 1997
The Center for Leadership Innovation (formerly Development Training Institute) 1990 - 1993
The Chase Manhattan Bank 1985 - 1988
Manufacturers Hanover Trust 1984 - 1985
Skills
Grants, Community Development, Philanthropy, Non-profits, Fundraising, Program Management, Board Development, Impact Investing, Program Development, Underwriting, Strategic Planning, Training, Public Speaking, Social Entrepreneurship, Finance, Project Planning, Investments, Nonprofits, Program Evaluation, Strategy, Proposal Writing, Budgets, Grant Writing, Organizational..., Management
Education
University of Pennsylvania 1988 — 1990
M.C.P.
University of Pennsylvania - The Wharton School 1979 — 1983
B.S.
Phillips Exeter Academy 1975 — 1979
Bill Bodmer's The Chase Manhattan Bank Experience August 2000 - March 2003
Job Vice President; Bank of America Small Business Banking & Preferred 703.357.3907 bill.bodmer@bankofamerica.com
Industry Banking
Experience
Bank of America December 2010 - Present
Florida Capital Bank March 2008 - December 2010
Lehman Brothers Bank March 2003 - January 2008
Countrywide 2000 - 2004
The Chase Manhattan Bank August 2000 - March 2003
Skills
Loans, Team Leadership, Commercial Lending, Portfolio Management, Small Business Lending, Mortgage Lending, Banking, Financial Services, Strategic Planning, Small Business, Risk Management, Cash Flow, Credit Analysis, Management, FHA, Commercial Banking
Education
University of Nevada-Las Vegas 1987 — 1987
BS
US Department of Justice 1980 — 1984
BS
Bank of America December 2010 - Present
Florida Capital Bank March 2008 - December 2010
Lehman Brothers Bank March 2003 - January 2008
Countrywide 2000 - 2004
The Chase Manhattan Bank August 2000 - March 2003
Skills
Loans, Team Leadership, Commercial Lending, Portfolio Management, Small Business Lending, Mortgage Lending, Banking, Financial Services, Strategic Planning, Small Business, Risk Management, Cash Flow, Credit Analysis, Management, FHA, Commercial Banking
Education
University of Nevada-Las Vegas 1987 — 1987
BS
US Department of Justice 1980 — 1984
BS
Ken Lovejoy, CeM® Ken Lovejoy, CeM®'s The Chase Manhattan Bank Experience 2001 - 2002
Job Director, Integrated Marketing
Industry Marketing and Advertising
Experience
Evo Marketing Group January 2012 - Present
Charles Schwab 2015 - 2015
Solera National Bank January 2012 - December 2014
Old Mutual Capital/Old Mutual Investment Partners July 2006 - December 2011
American Select Insurance Marketing September 2002 - June 2006
The Chase Manhattan Bank 2001 - 2002
Janus Capital Group 1998 - 2001
R L Polk 1997 - 1998
Skills
Online Marketing, E-commerce, Marketing Strategy, Email Marketing, Social Media Marketing, Vendor Management, Direct Marketing, Strategic Planning, Marketing Management, Team Building, Digital Marketing, Integrated Marketing, SEO, Corporate Branding, Product Marketing, Insurance, Marketing Communications, Social Media, Sales Management, Public Relations, B2B, SEM, Web Analytics, New Business Development, Advertising, Competitive Analysis, Budgeting, Analytics, Public Speaking, Analysis, Blogging, Market Planning, PPC, Lead Generation, Market Analysis, Promotions, Campaign Management, Market Research, B2B Marketing, B2C, Online Advertising, Google Adwords, Google Analytics, Brand Development, Direct Mail, Social Networking, Salesforce.com, Marketing Research, Strategy, Marketing
Education
University of Northern Colorado
Journalism/Advertising and PR
Western Governors University
Bachelor of Science (BS), Marketing Management
Evo Marketing Group January 2012 - Present
Charles Schwab 2015 - 2015
Solera National Bank January 2012 - December 2014
Old Mutual Capital/Old Mutual Investment Partners July 2006 - December 2011
American Select Insurance Marketing September 2002 - June 2006
The Chase Manhattan Bank 2001 - 2002
Janus Capital Group 1998 - 2001
R L Polk 1997 - 1998
Skills
Online Marketing, E-commerce, Marketing Strategy, Email Marketing, Social Media Marketing, Vendor Management, Direct Marketing, Strategic Planning, Marketing Management, Team Building, Digital Marketing, Integrated Marketing, SEO, Corporate Branding, Product Marketing, Insurance, Marketing Communications, Social Media, Sales Management, Public Relations, B2B, SEM, Web Analytics, New Business Development, Advertising, Competitive Analysis, Budgeting, Analytics, Public Speaking, Analysis, Blogging, Market Planning, PPC, Lead Generation, Market Analysis, Promotions, Campaign Management, Market Research, B2B Marketing, B2C, Online Advertising, Google Adwords, Google Analytics, Brand Development, Direct Mail, Social Networking, Salesforce.com, Marketing Research, Strategy, Marketing
Education
University of Northern Colorado
Journalism/Advertising and PR
Western Governors University
Bachelor of Science (BS), Marketing Management
Leland Robeson Leland Robeson's The Chase Manhattan Bank Experience 1998 - 1999
Job Business Analyst at BGreen Services
Industry Computer Software
Experience
BGreen Services 2013 - 2013
Woodland Gardens Organic Farm February 2012 - October 2012
eGain Communications 2008 - 2010
McKesson Technical Solutions 2008 - 2008
MindBox 2005 - 2007
Sugarloaf 2002 - 2004
Inference 1999 - 2001
The Chase Manhattan Bank 1998 - 1999
NationsBank (now Bank of America) 1993 - 1997
Skills
Knowledge Management, Business Analysis, HTML, Enterprise Software, Integration, Process Improvement, Requirements Analysis, Requirements Gathering, Software Documentation, Business Process, Quality Assurance, Team Leadership, Management, Leadership, Analysis, CRM, Change Management, SharePoint, Pre-sales
Education
The University of Georgia 1983 — 1984
Bachelor of Arts, Philosophy
BGreen Services 2013 - 2013
Woodland Gardens Organic Farm February 2012 - October 2012
eGain Communications 2008 - 2010
McKesson Technical Solutions 2008 - 2008
MindBox 2005 - 2007
Sugarloaf 2002 - 2004
Inference 1999 - 2001
The Chase Manhattan Bank 1998 - 1999
NationsBank (now Bank of America) 1993 - 1997
Skills
Knowledge Management, Business Analysis, HTML, Enterprise Software, Integration, Process Improvement, Requirements Analysis, Requirements Gathering, Software Documentation, Business Process, Quality Assurance, Team Leadership, Management, Leadership, Analysis, CRM, Change Management, SharePoint, Pre-sales
Education
The University of Georgia 1983 — 1984
Bachelor of Arts, Philosophy
Erik Cook Erik Cook's The Chase Manhattan Bank Experience 1983 - 1991
Job National Account Manager, Commercial Finance at PayNet, Inc.
Industry Financial Services
Experience
PayNet, Inc. October 2011 - Present
Frain Industries 2010 - 2011
US Capital Corporation 2008 - 2010
Uni-source Funding LLC 2006 - 2007
Machinery Systems Inc. 2003 - 2006
CNH Global, NV (formerly Case Corporation) 1998 - 2002
Merrill Lynch International Bank 1991 - 1998
The Chase Manhattan Bank 1983 - 1991
United States Marine Corps 1977 - 1980
Skills
New Business Development, Negotiation, Asset Based Lending, Project Management, Finance, Credit, Risk Management, Forecasting, Strategic Planning
Education
University of South Carolina - Darla Moore School of Business 1981 — 1983
MBA, International Business Studies (MIBS)
University of North Carolina at Chapel Hill 1973 — 1977
Bachelor of Arts, International Studies/Economics
PayNet, Inc. October 2011 - Present
Frain Industries 2010 - 2011
US Capital Corporation 2008 - 2010
Uni-source Funding LLC 2006 - 2007
Machinery Systems Inc. 2003 - 2006
CNH Global, NV (formerly Case Corporation) 1998 - 2002
Merrill Lynch International Bank 1991 - 1998
The Chase Manhattan Bank 1983 - 1991
United States Marine Corps 1977 - 1980
Skills
New Business Development, Negotiation, Asset Based Lending, Project Management, Finance, Credit, Risk Management, Forecasting, Strategic Planning
Education
University of South Carolina - Darla Moore School of Business 1981 — 1983
MBA, International Business Studies (MIBS)
University of North Carolina at Chapel Hill 1973 — 1977
Bachelor of Arts, International Studies/Economics
Holly Freedman Henkel's The Chase Manhattan Bank Experience 1974 - 1977
Job Realtor at Pacific UnionChristie's International Real Estate
Industry Real Estate
Experience
Pacific Union International September 2012 - Present
J. Rockcliff Realtors March 2006 - September 2012
Prudential California Realty 2003 - 2006
First National Bank of Atlanta 1979 - 1982
Landmark Bank 1977 - 1979
The Chase Manhattan Bank 1974 - 1977
Skills
Short Sales, First Time Home Buyers, REO, Sellers, Real Estate, Foreclosures, Relocation, Buyer Representation, Single Family Homes, Listings, Investment Properties, SFR, Residential Homes, Investors, Move Up Buyers, Referrals, Condos, New Home Sales, Real Estate Transactions, Luxury, Buyers, Townhomes, Marketing, Negotiation, Selling, Relocation Buyers, 1031 Exchanges, e-PRO, Council of Residential..., Real Property, ABR, Seniors, Vacation Homes, National Association of..., New Homes, Income Properties, Home Staging, Listing Homes, Property, Real Estate Marketing, Real Estate Financing, Corporate Relocation, Brokerage, Seller Representation, Waterfront, HUD, Commercial Real Estate, Real Estate Investor
Education
The Sage Colleges - Russell Sage College 1969 — 1973
BA
Tenafly High School 1965 — 1969
Pacific Union International September 2012 - Present
J. Rockcliff Realtors March 2006 - September 2012
Prudential California Realty 2003 - 2006
First National Bank of Atlanta 1979 - 1982
Landmark Bank 1977 - 1979
The Chase Manhattan Bank 1974 - 1977
Skills
Short Sales, First Time Home Buyers, REO, Sellers, Real Estate, Foreclosures, Relocation, Buyer Representation, Single Family Homes, Listings, Investment Properties, SFR, Residential Homes, Investors, Move Up Buyers, Referrals, Condos, New Home Sales, Real Estate Transactions, Luxury, Buyers, Townhomes, Marketing, Negotiation, Selling, Relocation Buyers, 1031 Exchanges, e-PRO, Council of Residential..., Real Property, ABR, Seniors, Vacation Homes, National Association of..., New Homes, Income Properties, Home Staging, Listing Homes, Property, Real Estate Marketing, Real Estate Financing, Corporate Relocation, Brokerage, Seller Representation, Waterfront, HUD, Commercial Real Estate, Real Estate Investor
Education
The Sage Colleges - Russell Sage College 1969 — 1973
BA
Tenafly High School 1965 — 1969
Mark Sarver Mark Sarver's The Chase Manhattan Bank Experience 2003 - 2004
Job Business Banking Relationship Manager
Industry Banking
Experience
Fifth Third Bank September 2009 - Present
Centerville Noon Optimist October 2011 - October 2013
Centerville Americana Festival December 2007 - October 2012
WesBanco July 2005 - August 2009
GMAC Mortgage 2004 - 2005
The Chase Manhattan Bank 2003 - 2004
US Bank 2002 - 2003
National City Bank November 1995 - October 2002
Skills
Customer Service, Sales Management, Business Development, Business, Loans, Banking, Mortgage Lending, Credit, Small Business Lending, Commercial Lending, Underwriting, Budgets, Retail Banking, Finance, Cash Management, Sales, Consumer Lending, Refinance, Executive Management, Small Business, Lines Of Credit, Mutual Funds, Credit Risk, Commercial Banking, Strategic Financial..., Mergers & Acquisitions, Financial Risk, Asset Management, Retirement Planning, Relationship Management, Leadership, Risk Management, Loan Origination, Financial Analysis, Credit Analysis, Insurance, Mortgage Banking, CRM, Investments, Cross Selling, FHA, Real Estate, Financial Services, Treasury Management, Wealth Management, Branch Management, Commercial Mortgages
Education
The Ohio State University 1992 — 1996
BA, Journalism - Public Relations
Fifth Third Bank September 2009 - Present
Centerville Noon Optimist October 2011 - October 2013
Centerville Americana Festival December 2007 - October 2012
WesBanco July 2005 - August 2009
GMAC Mortgage 2004 - 2005
The Chase Manhattan Bank 2003 - 2004
US Bank 2002 - 2003
National City Bank November 1995 - October 2002
Skills
Customer Service, Sales Management, Business Development, Business, Loans, Banking, Mortgage Lending, Credit, Small Business Lending, Commercial Lending, Underwriting, Budgets, Retail Banking, Finance, Cash Management, Sales, Consumer Lending, Refinance, Executive Management, Small Business, Lines Of Credit, Mutual Funds, Credit Risk, Commercial Banking, Strategic Financial..., Mergers & Acquisitions, Financial Risk, Asset Management, Retirement Planning, Relationship Management, Leadership, Risk Management, Loan Origination, Financial Analysis, Credit Analysis, Insurance, Mortgage Banking, CRM, Investments, Cross Selling, FHA, Real Estate, Financial Services, Treasury Management, Wealth Management, Branch Management, Commercial Mortgages
Education
The Ohio State University 1992 — 1996
BA, Journalism - Public Relations
Christine L. Thomas Christine L. Thomas's The Chase Manhattan Bank Experience 1970 - 1985
Job Financial Services Professional
Industry Financial Services
Experience
Goldman Sachs 1985 - 2005
The Chase Manhattan Bank 1970 - 1985
Education
The University of Chicago 1968 — 1970
MBA, Finance
University of Michigan 1964 — 1968
BA, Economics
Goldman Sachs 1985 - 2005
The Chase Manhattan Bank 1970 - 1985
Education
The University of Chicago 1968 — 1970
MBA, Finance
University of Michigan 1964 — 1968
BA, Economics
Jill Schildkraut-Katz Jill Schildkraut-Katz's The Chase Manhattan Bank Experience January 1993 - January 1996
Job Managing Director at JP Morgan Private Bank
Industry Investment Banking
Experience
J.P. Morgan Private Bank March 2010 - Present
Golden Seeds February 2010 - Present
Merrill Lynch February 2008 - October 2009
Merrill Lynch February 1997 - February 2008
Merrill Lynch January 1996 - January 1997
The Chase Manhattan Bank January 1993 - January 1996
Irving Trust/The Bank of New York August 1988 - July 1991
Skills
Investment Banking
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MASTER OF BUSINESS ADMINISTRATION, Finance Major
University of Michigan 1984 — 1988
BACHELOR, BUSINESS ADMINISTRATION
Great Neck North
J.P. Morgan Private Bank March 2010 - Present
Golden Seeds February 2010 - Present
Merrill Lynch February 2008 - October 2009
Merrill Lynch February 1997 - February 2008
Merrill Lynch January 1996 - January 1997
The Chase Manhattan Bank January 1993 - January 1996
Irving Trust/The Bank of New York August 1988 - July 1991
Skills
Investment Banking
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MASTER OF BUSINESS ADMINISTRATION, Finance Major
University of Michigan 1984 — 1988
BACHELOR, BUSINESS ADMINISTRATION
Great Neck North
Jay Merves Jay Merves's The Chase Manhattan Bank Experience 1998 - 1999
Job Clean Energy Finance at New York City Energy Efficiency Corporation
Industry Financial Services
Experience
NYCEEC May 2012 - Present
StoneCastle Portfolio Advisors November 2010 - November 2012
New York City Energy Efficiency Corporation November 2008 - April 2012
Tricadia CDPC Management June 2008 - November 2008
GSC Group 2006 - 2008
Assured Guaranty 2000 - 2007
The Chase Manhattan Bank 1998 - 1999
FGIC 1991 - 1998
First Boston 1987 - 1990
Skills
Energy Efficiency, Financial Structuring, Due Diligence, Investment Banking, Sustainable Energy, Banking, Capital Markets, Fixed Income, Corporate Finance, Risk Management, Valuation, Structured Products, Strategic Planning, Hedge Funds, Energy, Leveraged Finance, Financial Analysis, Project Finance, Structured Finance, Mergers & Acquisitions, CDO, Securitization, Business Strategy, Finance, Private Equity, Bonds, Investment Management, Loan Origination, Emerging Markets, Equities, Financial Risk, Trading, Alternative Investments, Loans, Financial Modeling, Financial Markets, Restructuring, Management, Credit Analysis, Credit Risk, Derivatives, ABS, Credit Derivatives, Series 7, Portfolio Management, Securities, Credit, Asset Managment, Bloomberg, Investments
Education
University of Pennsylvania - The Wharton School
NYCEEC May 2012 - Present
StoneCastle Portfolio Advisors November 2010 - November 2012
New York City Energy Efficiency Corporation November 2008 - April 2012
Tricadia CDPC Management June 2008 - November 2008
GSC Group 2006 - 2008
Assured Guaranty 2000 - 2007
The Chase Manhattan Bank 1998 - 1999
FGIC 1991 - 1998
First Boston 1987 - 1990
Skills
Energy Efficiency, Financial Structuring, Due Diligence, Investment Banking, Sustainable Energy, Banking, Capital Markets, Fixed Income, Corporate Finance, Risk Management, Valuation, Structured Products, Strategic Planning, Hedge Funds, Energy, Leveraged Finance, Financial Analysis, Project Finance, Structured Finance, Mergers & Acquisitions, CDO, Securitization, Business Strategy, Finance, Private Equity, Bonds, Investment Management, Loan Origination, Emerging Markets, Equities, Financial Risk, Trading, Alternative Investments, Loans, Financial Modeling, Financial Markets, Restructuring, Management, Credit Analysis, Credit Risk, Derivatives, ABS, Credit Derivatives, Series 7, Portfolio Management, Securities, Credit, Asset Managment, Bloomberg, Investments
Education
University of Pennsylvania - The Wharton School
Jennifer Levin Jennifer Levin's The Chase Manhattan Bank Experience March 1988 - January 1993
Job at Jennifer L Levin LLC
Industry Events Services
Experience
Jennifer L Levin LLC June 2008 - Present
Fannie Mae 1993 - 2008
The Chase Manhattan Bank March 1988 - January 1993
Salomon Brothers July 1986 - October 1987
George Trescher Associates April 1986 - June 1986
Martha Stewart Inc. September 1984 - April 1986
Skills
Strategic Planning, Event Management, Corporate Events, Non-profits, Budgets, Nonprofits, Fundraising, Event Planning, Program Management, Management, Public Relations, Leadership Development, Marketing, Leadership, Social Media, Marketing Communications, Strategy, Marketing Strategy
Education
Trinity University 1977 — 1979
MA, Counseling Psychology
The University of Texas at Austin 1974 — 1976
BA, Psychology
University of Virginia 1972 — 1973
Jennifer L Levin LLC June 2008 - Present
Fannie Mae 1993 - 2008
The Chase Manhattan Bank March 1988 - January 1993
Salomon Brothers July 1986 - October 1987
George Trescher Associates April 1986 - June 1986
Martha Stewart Inc. September 1984 - April 1986
Skills
Strategic Planning, Event Management, Corporate Events, Non-profits, Budgets, Nonprofits, Fundraising, Event Planning, Program Management, Management, Public Relations, Leadership Development, Marketing, Leadership, Social Media, Marketing Communications, Strategy, Marketing Strategy
Education
Trinity University 1977 — 1979
MA, Counseling Psychology
The University of Texas at Austin 1974 — 1976
BA, Psychology
University of Virginia 1972 — 1973
Cathleen Wilder Cathleen Wilder's The Chase Manhattan Bank Experience 1994 - 1997
Job Realtor/Broker Associate at Long & Foster Companies
Industry Real Estate
Experience
Long & Foster Companies December 2012 - Present
Patterson Schwartz Real Estate September 1997 - December 2012
The Chase Manhattan Bank 1994 - 1997
Skills
Relocation, First Time Home Buyers, Sellers, Residential Homes, Real Estate, Real Estate Transactions, Negotiation, Buyer Representation, Short Sales, Move Up Buyers, Single Family Homes, Investment Properties, Listings, REO, Foreclosures, ABR, Referrals, Seniors, Real Property, Investors, Relocation Buyers, Vacation Homes, New Home Sales, Buyers, Home Staging, New Homes, Seller Representation, Listing Homes, Condos, Townhomes
Education
University of Colorado at Boulder 1989 — 1993
Bachelor of Arts, Communication
Ursuline Academy 1986 — 1989
Long & Foster Companies December 2012 - Present
Patterson Schwartz Real Estate September 1997 - December 2012
The Chase Manhattan Bank 1994 - 1997
Skills
Relocation, First Time Home Buyers, Sellers, Residential Homes, Real Estate, Real Estate Transactions, Negotiation, Buyer Representation, Short Sales, Move Up Buyers, Single Family Homes, Investment Properties, Listings, REO, Foreclosures, ABR, Referrals, Seniors, Real Property, Investors, Relocation Buyers, Vacation Homes, New Home Sales, Buyers, Home Staging, New Homes, Seller Representation, Listing Homes, Condos, Townhomes
Education
University of Colorado at Boulder 1989 — 1993
Bachelor of Arts, Communication
Ursuline Academy 1986 — 1989
Shani (Duberstein) Magosky, CPCC, ACC, CPBA Shani (Duberstein) Magosky, CPCC, ACC, CPBA's The Chase Manhattan Bank Experience September 1991 - July 1993
Job Leadership Development & Talent Management Consulting; Executive Coach; Flexible/Virtual Workplace Consulting
Industry Management Consulting
Experience
Vitesse Consulting, LLC July 2011 - Present
McGhee July 2011 - November 2012
Jaffe PR November 2006 - July 2011
Plum TV March 2005 - September 2006
Goldman Sachs July 2002 - February 2004
Ares Management March 2000 - February 2001
Goldman Sachs August 1993 - February 2000
The Chase Manhattan Bank September 1991 - July 1993
Skills
Executive Coaching, Flexible Work..., Life Work Infusion, Organizational..., Strategy Execution, Leadership..., Leadership Development, Work Life Balance, Virtual Teams, Collaboration Solutions, Productivity, Time Management, Internal Communications, Communication Protocols, Stress Management, Email Strategy, Calendar Planning, SaaS, Cloud Computing, Apple, Microsoft Technologies, Finance, Financial Analysis, Cash Flow, Corporate Budgeting, Expense Management, P&L Responsibility, Investment Banking, Turnaround Experience, Operations Management, Professional Services, Branding & Identity, Driving Results, Problem Solving, Building Relationships, B2B, Investor Relations, Thought Leadership, Public Speaking, Project Management, Superior Client Service, Hatha Yoga, Executive Management, Strategic Planning, Mergers & Acquisitions, Marketing, Training, P, Start-ups, Business Development
Education
University of Miami 1987 — 1991
BS
John I Leonard High School 1987 — 1987
The Coaches Training Institute
Certified Co-Active Professional Coach (CPCC)
Vitesse Consulting, LLC July 2011 - Present
McGhee July 2011 - November 2012
Jaffe PR November 2006 - July 2011
Plum TV March 2005 - September 2006
Goldman Sachs July 2002 - February 2004
Ares Management March 2000 - February 2001
Goldman Sachs August 1993 - February 2000
The Chase Manhattan Bank September 1991 - July 1993
Skills
Executive Coaching, Flexible Work..., Life Work Infusion, Organizational..., Strategy Execution, Leadership..., Leadership Development, Work Life Balance, Virtual Teams, Collaboration Solutions, Productivity, Time Management, Internal Communications, Communication Protocols, Stress Management, Email Strategy, Calendar Planning, SaaS, Cloud Computing, Apple, Microsoft Technologies, Finance, Financial Analysis, Cash Flow, Corporate Budgeting, Expense Management, P&L Responsibility, Investment Banking, Turnaround Experience, Operations Management, Professional Services, Branding & Identity, Driving Results, Problem Solving, Building Relationships, B2B, Investor Relations, Thought Leadership, Public Speaking, Project Management, Superior Client Service, Hatha Yoga, Executive Management, Strategic Planning, Mergers & Acquisitions, Marketing, Training, P, Start-ups, Business Development
Education
University of Miami 1987 — 1991
BS
John I Leonard High School 1987 — 1987
The Coaches Training Institute
Certified Co-Active Professional Coach (CPCC)
Adrienne Schwarzbach Johnson's The Chase Manhattan Bank Experience 1989 - 1995
Job Advocate
Industry Public Policy
Experience
Innovative Connections January 2013 - Present
Autism Speaks 2010 - January 2013
West Deerfield Township May 2005 - May 2009
Nelnet 1999 - 2004
Independence Federal Savings Bank August 1998 - February 1999
Sallie Mae 1995 - 1997
The Chase Manhattan Bank 1989 - 1995
Roosevelt University January 1989 - September 1989
Chauffeur's Training School November 1983 - December 1988
United States Student Association January 1981 - April 1983
Skills
Higher Education Policy, Civic Engagement, Persuasive Writing, Cultivating..., Online Advocacy, Issue Advocacy, Grassroots Advocacy, Coalition Building, Grassroots Organizing, Sales Process, Autism Spectrum..., Parent Education, Child Advocacy, Marketing Strategy, Long-term Customer..., Outstanding..., Coalitions, Non-profits, Public Speaking, Community Outreach, Grant Writing, Social Networking, Student Financial Aid, Financial Services, Loans, Student Activism, Program Development, Fundraising, Research, Public Policy, Event Planning, Community Engagement, Political Campaigns, Learning Disabilities, Higher Education, Community Organizing, Program Evaluation, Non-profit..., Policy Analysis, Speech Writing, Strategic Communications, Media Relations, Policy, Philanthropy, Government, Nonprofits, Grants, Strategic Planning
Education
Illinois Women's Institute for Leadership 2006 — 2006
University of Illinois at Urbana-Champaign 1974 — 1979
B.S., M.A., Political Science, Public Administration
Evanston Township High School(ETHS) 1970 — 1974
Innovative Connections January 2013 - Present
Autism Speaks 2010 - January 2013
West Deerfield Township May 2005 - May 2009
Nelnet 1999 - 2004
Independence Federal Savings Bank August 1998 - February 1999
Sallie Mae 1995 - 1997
The Chase Manhattan Bank 1989 - 1995
Roosevelt University January 1989 - September 1989
Chauffeur's Training School November 1983 - December 1988
United States Student Association January 1981 - April 1983
Skills
Higher Education Policy, Civic Engagement, Persuasive Writing, Cultivating..., Online Advocacy, Issue Advocacy, Grassroots Advocacy, Coalition Building, Grassroots Organizing, Sales Process, Autism Spectrum..., Parent Education, Child Advocacy, Marketing Strategy, Long-term Customer..., Outstanding..., Coalitions, Non-profits, Public Speaking, Community Outreach, Grant Writing, Social Networking, Student Financial Aid, Financial Services, Loans, Student Activism, Program Development, Fundraising, Research, Public Policy, Event Planning, Community Engagement, Political Campaigns, Learning Disabilities, Higher Education, Community Organizing, Program Evaluation, Non-profit..., Policy Analysis, Speech Writing, Strategic Communications, Media Relations, Policy, Philanthropy, Government, Nonprofits, Grants, Strategic Planning
Education
Illinois Women's Institute for Leadership 2006 — 2006
University of Illinois at Urbana-Champaign 1974 — 1979
B.S., M.A., Political Science, Public Administration
Evanston Township High School(ETHS) 1970 — 1974
Clyde Brogdon Clyde Brogdon's The Chase Manhattan Bank Experience 1979 - 1987
Job Planning and Analysis Professional
Industry Financial Services
Experience
American Express / Kelly Services 2010 - 2011
American Express August 2006 - January 2009
RSM McGladrey November 2005 - March 2006
American Express September 2002 - October 2005
Merrill Lynch May 1992 - November 2001
Deloitte & Touche 1987 - 1991
The Chase Manhattan Bank 1979 - 1987
Education
University of Pennsylvania - The Wharton School
MBA, Management, Multinational Enterprises
University of Pennsylvania - The Wharton School
BS, Finance, Economics
American Express / Kelly Services 2010 - 2011
American Express August 2006 - January 2009
RSM McGladrey November 2005 - March 2006
American Express September 2002 - October 2005
Merrill Lynch May 1992 - November 2001
Deloitte & Touche 1987 - 1991
The Chase Manhattan Bank 1979 - 1987
Education
University of Pennsylvania - The Wharton School
MBA, Management, Multinational Enterprises
University of Pennsylvania - The Wharton School
BS, Finance, Economics
Thomas Dugger Thomas Dugger's The Chase Manhattan Bank Experience February 1999 - June 2001
Job Senior Project Manager at Insight
Industry Information Technology and Services
Experience
Arizona Consulting Services LLC January 1997 - Present
Insight April 2014 - Present
US Airways October 2013 - March 2014
CNA National May 2012 - September 2013
Freeport-McMoRan Copper & Gold Inc. January 2012 - June 2012
CA Technologies February 2011 - March 2012
PETSMART, Inc. December 2006 - January 2011
US Foodservice August 2005 - November 2006
Societe Generale January 2000 - January 2005
The Chase Manhattan Bank February 1999 - June 2001
Skills
PMP, PeopleSoft, Java, Visual Basic, C++, PMO, Documentation, SDLC, MS Project, Program Management, Business Analysis, Vendor Management, SharePoint, ITIL, Software Development, Agile, Disaster Recovery, Visio, Risk Management, Systems Analysis, Project Portfolio..., Change Management, Security, Data Warehousing, SQL, Requirements Analysis, Planning, Integration, Six Sigma, SOX, Business Process, Business Intelligence, Project Planning, Release Management, Process Engineering, Process Improvement, IT Strategy, IT Governance, Budgeting, Enterprise Architecture, Data Center, Master Data Management, Application Development, Quality Assurance, Databases, Unix, Software Project..., Team Building, ERP, Project Implementation
Education
The Catholic University of America 1988 — 1992
BS, Computer Science
Arizona Consulting Services LLC January 1997 - Present
Insight April 2014 - Present
US Airways October 2013 - March 2014
CNA National May 2012 - September 2013
Freeport-McMoRan Copper & Gold Inc. January 2012 - June 2012
CA Technologies February 2011 - March 2012
PETSMART, Inc. December 2006 - January 2011
US Foodservice August 2005 - November 2006
Societe Generale January 2000 - January 2005
The Chase Manhattan Bank February 1999 - June 2001
Skills
PMP, PeopleSoft, Java, Visual Basic, C++, PMO, Documentation, SDLC, MS Project, Program Management, Business Analysis, Vendor Management, SharePoint, ITIL, Software Development, Agile, Disaster Recovery, Visio, Risk Management, Systems Analysis, Project Portfolio..., Change Management, Security, Data Warehousing, SQL, Requirements Analysis, Planning, Integration, Six Sigma, SOX, Business Process, Business Intelligence, Project Planning, Release Management, Process Engineering, Process Improvement, IT Strategy, IT Governance, Budgeting, Enterprise Architecture, Data Center, Master Data Management, Application Development, Quality Assurance, Databases, Unix, Software Project..., Team Building, ERP, Project Implementation
Education
The Catholic University of America 1988 — 1992
BS, Computer Science
Greg Parris, CPA Greg Parris, CPA's The Chase Manhattan Bank Experience March 1988 - August 1996
Job Senior DirectorFinance at The McGrawHill Companies
Industry Media Production
Experience
The McGraw Hill Companies June 2005 - Present
JPMorgan Chase August 1996 - December 2000
The Chase Manhattan Bank March 1988 - August 1996
Skills
Financial Analysis, Internal Controls, Forecasting, Financial Reporting, Management Consulting, Analysis, Managerial Finance, Financial Modeling, Accounting, Sarbanes-Oxley Act, Strategic Financial..., Budgets
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
New York University - Leonard N. Stern School of Business 1977 — 1981
BS, Accounting
The McGraw Hill Companies June 2005 - Present
JPMorgan Chase August 1996 - December 2000
The Chase Manhattan Bank March 1988 - August 1996
Skills
Financial Analysis, Internal Controls, Forecasting, Financial Reporting, Management Consulting, Analysis, Managerial Finance, Financial Modeling, Accounting, Sarbanes-Oxley Act, Strategic Financial..., Budgets
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
New York University - Leonard N. Stern School of Business 1977 — 1981
BS, Accounting
Darius Cincan Darius Cincan's The Chase Manhattan Bank Experience March 2000 - May 2000
Job Principal Systems Engineer; Team Lead Profile Engineering & Application Packaging at United Airlines
Industry Information Technology and Services
Experience
United Airlines September 2015 - Present
United Airlines July 2010 - September 2015
Group One Trading, LP August 2009 - March 2010
Bank of America November 2005 - April 2009
Bank of America April 2003 - November 2005
ABN AMRO May 2000 - April 2003
The Chase Manhattan Bank March 2000 - May 2000
Abbott Laboratories November 1999 - March 2000
Skills
Active Directory, HP Client Automation, Process Improvement, Integration, Management, SharePoint, Group Policy, Enterprise Architecture, Engineering, Project Management, ITIL, Networking, Servers, Leadership, Software Documentation, CRM, Windows Server, Microsoft Exchange, Vendor Management, Operating Systems, Technical Support, Enterprise Software, Testing, IT Management, Data Center, IT Strategy, SDLC, Windows, IT Operations, System Deployment, IT Service Management, SCCM, Disaster Recovery, Virtualization, Security, HP, System Administration, Infrastructure, Troubleshooting, VMware
Education
University of Illinois at Chicago 1994 — 1998
Fenwick High School 1990 — 1994
United Airlines September 2015 - Present
United Airlines July 2010 - September 2015
Group One Trading, LP August 2009 - March 2010
Bank of America November 2005 - April 2009
Bank of America April 2003 - November 2005
ABN AMRO May 2000 - April 2003
The Chase Manhattan Bank March 2000 - May 2000
Abbott Laboratories November 1999 - March 2000
Skills
Active Directory, HP Client Automation, Process Improvement, Integration, Management, SharePoint, Group Policy, Enterprise Architecture, Engineering, Project Management, ITIL, Networking, Servers, Leadership, Software Documentation, CRM, Windows Server, Microsoft Exchange, Vendor Management, Operating Systems, Technical Support, Enterprise Software, Testing, IT Management, Data Center, IT Strategy, SDLC, Windows, IT Operations, System Deployment, IT Service Management, SCCM, Disaster Recovery, Virtualization, Security, HP, System Administration, Infrastructure, Troubleshooting, VMware
Education
University of Illinois at Chicago 1994 — 1998
Fenwick High School 1990 — 1994
David C. John David C. John's The Chase Manhattan Bank Experience January 1983 - September 1987
Job Senior Strategic Policy Advisor, AARP Public Policy Institute
Industry Think Tanks
Experience
AARP April 2013 - Present
Retirement Security Project January 2007 - Present
The Heritage Foundation October 1998 - March 2013
Rep. Mark Sanford January 1995 - October 1998
National Assn. of Federal Credit Unions June 1992 - December 1994
Rep. Matt Rinaldo June 1989 - June 1992
Manatt, Phelps & Phillips, LLP September 1987 - June 1989
The Chase Manhattan Bank January 1983 - September 1987
Rep. Doug Barnard March 1978 - December 1982
Skills
Corporate Governance, Retirement, Policy, Pensions, Economics, Investments, Strategy, Due Diligence, Legal Research, Finance, Policy Analysis, Start-ups, 401k, Public Policy, Stata, Economic Policy, Legislative Relations, Politics, Risk Management, Legal Writing, Political Science, Political Campaigns, Employee Benefits, Foreign Policy, Economic Research, Government, International Economics, Econometrics, Policy Research, International Relations, Political Risk Analysis, Legislation, Political Communication, Public Affairs, Coalitions
Education
The University of Georgia 1974 — 1977
MA, Economics
University of Georgia - Terry College of Business 1974 — 1977
MBA, Finance
The University of Georgia 1968 — 1972
ABJ, Journalism
AARP April 2013 - Present
Retirement Security Project January 2007 - Present
The Heritage Foundation October 1998 - March 2013
Rep. Mark Sanford January 1995 - October 1998
National Assn. of Federal Credit Unions June 1992 - December 1994
Rep. Matt Rinaldo June 1989 - June 1992
Manatt, Phelps & Phillips, LLP September 1987 - June 1989
The Chase Manhattan Bank January 1983 - September 1987
Rep. Doug Barnard March 1978 - December 1982
Skills
Corporate Governance, Retirement, Policy, Pensions, Economics, Investments, Strategy, Due Diligence, Legal Research, Finance, Policy Analysis, Start-ups, 401k, Public Policy, Stata, Economic Policy, Legislative Relations, Politics, Risk Management, Legal Writing, Political Science, Political Campaigns, Employee Benefits, Foreign Policy, Economic Research, Government, International Economics, Econometrics, Policy Research, International Relations, Political Risk Analysis, Legislation, Political Communication, Public Affairs, Coalitions
Education
The University of Georgia 1974 — 1977
MA, Economics
University of Georgia - Terry College of Business 1974 — 1977
MBA, Finance
The University of Georgia 1968 — 1972
ABJ, Journalism
Laine LaPasha Laine LaPasha's The Chase Manhattan Bank Experience 1981 - 1983
Job Managing Partner, Learning Technologies, Inc.
Industry Management Consulting
Experience
Learning Technologies, Inc. 1990 - Present
Bank of America 1983 - 1990
The Chase Manhattan Bank 1981 - 1983
Skills
Team Building, Management Consulting, Leadership Development, Change Management, Strategic Planning, Organizational..., Coaching, Performance Management, Negotiation, Public Speaking, Strategy Development, Sales Management, Business Strategy, Business Planning, Executive Coaching, Business Development, Strategy, Leadership, Program Management, Training, Talent Management, Management, Employee Engagement, Start-ups, Workshop Facilitation, Executive Development, E-Learning, Employee Relations, Process Improvement
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Learning Technologies, Inc. 1990 - Present
Bank of America 1983 - 1990
The Chase Manhattan Bank 1981 - 1983
Skills
Team Building, Management Consulting, Leadership Development, Change Management, Strategic Planning, Organizational..., Coaching, Performance Management, Negotiation, Public Speaking, Strategy Development, Sales Management, Business Strategy, Business Planning, Executive Coaching, Business Development, Strategy, Leadership, Program Management, Training, Talent Management, Management, Employee Engagement, Start-ups, Workshop Facilitation, Executive Development, E-Learning, Employee Relations, Process Improvement
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Adi Costinescu Adi Costinescu's The Chase Manhattan Bank Experience 1997 - 1999
Job Electronics and Computer Technology expert
Industry Medical Devices
Experience
AARC 2008 - Present
Micromuse 2000 - 2001
Mellon Bank 1999 - 2000
The Chase Manhattan Bank 1997 - 1999
Skills
Software Engineering, Electrical Engineering, Data Analysis, R&D, Matlab, Product Development, Programming, Product Management, Simulations, Testing, C++, C, Integration, Linux
Education
1988 — 1994
MSEE, Electronics, computer development
University of California, Irvine
medicine
University of Medicine and Pharmacy 'Carol Davila'
Medicine
AARC 2008 - Present
Micromuse 2000 - 2001
Mellon Bank 1999 - 2000
The Chase Manhattan Bank 1997 - 1999
Skills
Software Engineering, Electrical Engineering, Data Analysis, R&D, Matlab, Product Development, Programming, Product Management, Simulations, Testing, C++, C, Integration, Linux
Education
1988 — 1994
MSEE, Electronics, computer development
University of California, Irvine
medicine
University of Medicine and Pharmacy 'Carol Davila'
Medicine
Amy Kelso Amy Kelso's The Chase Manhattan Bank Experience August 1996 - July 1999
Job President at Kelso Technology Services LLC
Industry Outsourcing/Offshoring
Experience
Kelso Technology Services LLC December 2013 - Present
LMKR April 2012 - November 2013
Halliburton June 2005 - March 2012
Halliburton April 2004 - June 2005
Halliburton April 2000 - April 2004
The Chase Manhattan Bank August 1996 - July 1999
Skills
Business Development, Project Management, Business Strategy, Energy, Petroleum, IT Strategy, Business Process..., CRM, Data Management, Energy Industry, Software Project..., Business Analysis, Operations Management, Process Improvement, Strategy, Program Management, Management, Change Management, Product Management
Education
University of Pennsylvania 1992 — 1996
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Marketing & Entrepreneurial Mgmt
Kelso Technology Services LLC December 2013 - Present
LMKR April 2012 - November 2013
Halliburton June 2005 - March 2012
Halliburton April 2004 - June 2005
Halliburton April 2000 - April 2004
The Chase Manhattan Bank August 1996 - July 1999
Skills
Business Development, Project Management, Business Strategy, Energy, Petroleum, IT Strategy, Business Process..., CRM, Data Management, Energy Industry, Software Project..., Business Analysis, Operations Management, Process Improvement, Strategy, Program Management, Management, Change Management, Product Management
Education
University of Pennsylvania 1992 — 1996
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Marketing & Entrepreneurial Mgmt
Carla Foster's The Chase Manhattan Bank Experience 1987 - 1990
Job Owner at Foster Group, LLC
Industry Consumer Services
Experience
Foster Group, LLC 1997 - Present
The Canine Fence Company 1990 - 1994
The Chase Manhattan Bank 1987 - 1990
Citibank 1984 - 1987
Education
Tulane University - A.B. Freeman School of Business 1980 — 1984
Foster Group, LLC 1997 - Present
The Canine Fence Company 1990 - 1994
The Chase Manhattan Bank 1987 - 1990
Citibank 1984 - 1987
Education
Tulane University - A.B. Freeman School of Business 1980 — 1984
Avish Parashar Avish Parashar's The Chase Manhattan Bank Experience June 1998 - June 2000
Job Motivational Improviser & Keynote Speaker: HighEnergy, Hilarious, Interactive Programs on Change and Innovation
Industry Entertainment
Experience
Avish Parashar Productions, Inc. January 2003 - Present
National Speakers Association 2003 - Present
Polywumpus Improv Comedy August 1996 - October 2002
The Chase Manhattan Bank June 1998 - June 2000
Skills
Conference Speaking, Improvisation, Humorist, Motivational Speaking, Public Speaking, Program Management, Small Business, Coaching, Personal Development, Leadership Development, Event Management, Executive Coaching, Event Planning, Team Building, Blogging, Public Relations, Entrepreneur, Training, Social Media, Published Author, Leadership, Marketing Strategy, Social Networking, Quick Thinker, Dynamic Speaker, Improvisational Comedy, Stress Management, Humor, Fun, Entrepreneurship, Entertainment, New Business Development, Organizational..., Strategic Planning, Marketing, Program Development, Presentation Coaching, Thought Leadership, Sales, Management, Staff Development, Change Management, Nonprofits, Teaching, Workshops, Inspiration, Conflict Resolution, Presenter, Video, Marketing Communications
Education
University of Pennsylvania 1991 — 1995
BSE, Computer Science & Engineering
Spackenkill 1988 — 1991
HS
Avish Parashar Productions, Inc. January 2003 - Present
National Speakers Association 2003 - Present
Polywumpus Improv Comedy August 1996 - October 2002
The Chase Manhattan Bank June 1998 - June 2000
Skills
Conference Speaking, Improvisation, Humorist, Motivational Speaking, Public Speaking, Program Management, Small Business, Coaching, Personal Development, Leadership Development, Event Management, Executive Coaching, Event Planning, Team Building, Blogging, Public Relations, Entrepreneur, Training, Social Media, Published Author, Leadership, Marketing Strategy, Social Networking, Quick Thinker, Dynamic Speaker, Improvisational Comedy, Stress Management, Humor, Fun, Entrepreneurship, Entertainment, New Business Development, Organizational..., Strategic Planning, Marketing, Program Development, Presentation Coaching, Thought Leadership, Sales, Management, Staff Development, Change Management, Nonprofits, Teaching, Workshops, Inspiration, Conflict Resolution, Presenter, Video, Marketing Communications
Education
University of Pennsylvania 1991 — 1995
BSE, Computer Science & Engineering
Spackenkill 1988 — 1991
HS
Dr. Carmen Panzar's The Chase Manhattan Bank Experience January 1998 - December 1998
Job Experienced Talent Management Executive
Industry Financial Services
Experience
Broadridge January 2009 - Present
Citigroup July 2007 - July 2008
Citigroup August 2003 - June 2007
Citigroup January 1999 - July 2003
The Chase Manhattan Bank January 1998 - December 1998
British-Romanian Management Foundation September 1992 - December 1997
Skills
Talent Management, Leadership Development, Performance Management, Organizational..., Succession Planning, Strategy, Process Improvement, Change Management, Career Development, Talent Acquisition, Program Management, Executive Coaching, Training, Leadership, Coaching, Organizational..., Recruiting, Personnel Management, Team Building, Management
Education
The George Washington University 2004 — 2009
Doctorate, Human Resources Development
University of Hertfordshire 1992 — 1993
Masters, Organizational Development
Masters/Bachelor combined, Electrical Engineering
Broadridge January 2009 - Present
Citigroup July 2007 - July 2008
Citigroup August 2003 - June 2007
Citigroup January 1999 - July 2003
The Chase Manhattan Bank January 1998 - December 1998
British-Romanian Management Foundation September 1992 - December 1997
Skills
Talent Management, Leadership Development, Performance Management, Organizational..., Succession Planning, Strategy, Process Improvement, Change Management, Career Development, Talent Acquisition, Program Management, Executive Coaching, Training, Leadership, Coaching, Organizational..., Recruiting, Personnel Management, Team Building, Management
Education
The George Washington University 2004 — 2009
Doctorate, Human Resources Development
University of Hertfordshire 1992 — 1993
Masters, Organizational Development
Masters/Bachelor combined, Electrical Engineering
Kathy Dempsey Lencsak Kathy Dempsey Lencsak's The Chase Manhattan Bank Experience 1992 - 1994
Job HR Manager, Crum & Forster Insurance
Industry Human Resources
Experience
Crum & Forster June 2008 - Present
JPMorgan Chase September 1992 - June 2008
Chase Manhattan Corporation 1997 - 1999
Chase Manhattan Corporation 1994 - 1997
The Chase Manhattan Bank 1992 - 1994
Skills
Employee Relations, Career Development, Performance Management, Employee Engagement, Management, Onboarding, Talent Management
Education
The New School for Social Research, Robert J. Milano Graduate School of Mgmt and Urban Policy 1997 — 1999
MS, Human Resources Management
The University of Texas at Austin 1981 — 1985
BBA, Marketing
Crum & Forster June 2008 - Present
JPMorgan Chase September 1992 - June 2008
Chase Manhattan Corporation 1997 - 1999
Chase Manhattan Corporation 1994 - 1997
The Chase Manhattan Bank 1992 - 1994
Skills
Employee Relations, Career Development, Performance Management, Employee Engagement, Management, Onboarding, Talent Management
Education
The New School for Social Research, Robert J. Milano Graduate School of Mgmt and Urban Policy 1997 — 1999
MS, Human Resources Management
The University of Texas at Austin 1981 — 1985
BBA, Marketing
Abraham Wons Abraham Wons's The Chase Manhattan Bank Experience April 1994 - August 1995
Job Risk Manager at Securities Investor Protection Corporation (SIPC)
Industry Investment Management
Experience
Securities Investor Protection Corporation August 2014 - Present
A Wons & Associates, LLC January 2009 - August 2014
Wellington Management May 2006 - December 2008
Ameriprise Financial January 2004 - May 2006
Deutsche Asset Management April 2002 - January 2004
Deutsche Asset Management - Zurich Scudder Investments September 1995 - April 2002
The Chase Manhattan Bank April 1994 - August 1995
The Chase Manhattan Bank September 1986 - April 1994
Skills
Management Consulting
Education
University of Buenos Aires 1972 — 1975
BBA, Accounting
Securities Investor Protection Corporation August 2014 - Present
A Wons & Associates, LLC January 2009 - August 2014
Wellington Management May 2006 - December 2008
Ameriprise Financial January 2004 - May 2006
Deutsche Asset Management April 2002 - January 2004
Deutsche Asset Management - Zurich Scudder Investments September 1995 - April 2002
The Chase Manhattan Bank April 1994 - August 1995
The Chase Manhattan Bank September 1986 - April 1994
Skills
Management Consulting
Education
University of Buenos Aires 1972 — 1975
BBA, Accounting
Gail Sheldon's The Chase Manhattan Bank Experience June 1989 - April 1993
Job Contractor, Global Marketing, Merrill Edge at Bank of America
Industry Marketing and Advertising
Experience
Bank of America November 2013 - Present
Bank of America February 2008 - October 2013
Fidelity Investments 2006 - 2008
Scudder Investments April 1993 - June 2002
The Chase Manhattan Bank June 1989 - April 1993
American Institute of Certified Public Accountants February 1984 - May 1989
Skills
Supurb listening and..., Keen marketing sense, Accomplished..., Outstanding..., Rock-solid project..., Direct Marketing, Financial Services, Written Communication, Marketing Strategy
Education
State University of New York at Albany
BS in Business Adm/Marketing, English
Bank of America November 2013 - Present
Bank of America February 2008 - October 2013
Fidelity Investments 2006 - 2008
Scudder Investments April 1993 - June 2002
The Chase Manhattan Bank June 1989 - April 1993
American Institute of Certified Public Accountants February 1984 - May 1989
Skills
Supurb listening and..., Keen marketing sense, Accomplished..., Outstanding..., Rock-solid project..., Direct Marketing, Financial Services, Written Communication, Marketing Strategy
Education
State University of New York at Albany
BS in Business Adm/Marketing, English
Nancy Carefoot Nancy Carefoot's The Chase Manhattan Bank Experience July 1988 - December 1997
Job Owner at Carefoot Consulting
Industry Accounting
Experience
Fort Worth Chapter - TSCPA February 2011 - Present
Carefoot Consulting July 2010 - Present
Thomson Reuters December 1997 - July 2010
Fort Worth Chapter TSCPA June 2007 - May 2008
The Chase Manhattan Bank July 1988 - December 1997
Frost Bank May 1984 - July 1988
Skills
Accounting, CPA, Financial Reporting, Financial Analysis, Financial Accounting, Cost Accounting, Project Management, GAAP, Leadership, Auditing, Internal Controls, Tax Preparation, Income Tax, Investments, Managerial Finance, Payroll, US GAAP, Tax Accounting, Marketing, Tax, Corporate Tax, Account Reconciliation, Public Speaking, Tax Returns, General Ledger, Cash Flow, Due Diligence, Internal Audit, Budgets, Accounts Payable, QuickBooks, Financial Statements, Variance Analysis
Education
The University of Texas at Arlington - College of Business
BBA, Accounting
Fort Worth Chapter - TSCPA February 2011 - Present
Carefoot Consulting July 2010 - Present
Thomson Reuters December 1997 - July 2010
Fort Worth Chapter TSCPA June 2007 - May 2008
The Chase Manhattan Bank July 1988 - December 1997
Frost Bank May 1984 - July 1988
Skills
Accounting, CPA, Financial Reporting, Financial Analysis, Financial Accounting, Cost Accounting, Project Management, GAAP, Leadership, Auditing, Internal Controls, Tax Preparation, Income Tax, Investments, Managerial Finance, Payroll, US GAAP, Tax Accounting, Marketing, Tax, Corporate Tax, Account Reconciliation, Public Speaking, Tax Returns, General Ledger, Cash Flow, Due Diligence, Internal Audit, Budgets, Accounts Payable, QuickBooks, Financial Statements, Variance Analysis
Education
The University of Texas at Arlington - College of Business
BBA, Accounting
Frank Wandrey's The Chase Manhattan Bank Experience August 1998 - December 1998
Job Senior IT Mainframe Contractor/Consultant
Industry Information Technology and Services
Experience
Independent Senior IT Contract Consultant August 2014 - Present
Cognizant Technology Solutions February 2014 - July 2014
State of Iowa/Noridian/S2tech December 2010 - September 2013
Magellan Health Sevices December 2003 - June 2010
State of Nebraska April 2002 - September 2003
Orkand Corporation September 2000 - February 2002
Bethlehem Steel/EDS June 1999 - April 2000
Fannie Mae March 1999 - June 1999
The Chase Manhattan Bank August 1998 - December 1998
Accenture January 1995 - June 1998
Skills
IBM Mainframe Senior...
Education
University of Massachusetts, Amherst 1966 — 1970
B.S., Mathematics
Independent Senior IT Contract Consultant August 2014 - Present
Cognizant Technology Solutions February 2014 - July 2014
State of Iowa/Noridian/S2tech December 2010 - September 2013
Magellan Health Sevices December 2003 - June 2010
State of Nebraska April 2002 - September 2003
Orkand Corporation September 2000 - February 2002
Bethlehem Steel/EDS June 1999 - April 2000
Fannie Mae March 1999 - June 1999
The Chase Manhattan Bank August 1998 - December 1998
Accenture January 1995 - June 1998
Skills
IBM Mainframe Senior...
Education
University of Massachusetts, Amherst 1966 — 1970
B.S., Mathematics
David Greenberg, PMP David Greenberg, PMP's The Chase Manhattan Bank Experience 1988 - 1990
Job eCommerce Product Manager Consumer Marketing at Dealer Tire
Industry Internet
Experience
Dealer Tire February 2011 - Present
Charles Schwab February 2010 - February 2011
IceHouse Internet & eCommerce Consulting May 2009 - February 2011
Key Bank - KeyDirect.com August 2008 - May 2009
Williams-Sonoma, Inc. June 2003 - August 2008
IBM Business Consulting Services June 2002 - June 2003
PricewaterhouseCoopers Consulting February 1998 - June 2002
StorageTek (Currently a Division of Oracle Corp.) 1993 - 1998
Square One Technology 1990 - 1993
The Chase Manhattan Bank 1988 - 1990
Skills
Email Marketing, Project Management, Competitive Analysis, E-commerce, Online Marketing, SEO, Product Management, Analytics, Social Media Marketing, CRM, Marketing, Strategy, Salesforce.com, Start-ups, Management, Leadership, Sales, Customer Retention, Forecasting, Multi-channel Marketing, Retail, Online Advertising, Analysis, Business Planning, Market Analysis, Market Research, Team Leadership, Marketing Strategy, Web Design, Change Management, Web Analytics, Business Analysis, SEM, Business Intelligence, Consulting, SaaS, Account Management, Digital Marketing, Product Development, Quality Assurance, Cross-functional Team..., Business Development, Strategic Partnerships, B2B, New Business Development, Business Strategy, Lead Generation, Product Marketing, Direct Marketing, Strategic Planning
Education
University of Denver - University College 1996 — 1999
Master Of Technology Management, MoTM
The George Washington University - School of Business 1984 — 1988
Bachelor of Business Administration, Finance
Dealer Tire February 2011 - Present
Charles Schwab February 2010 - February 2011
IceHouse Internet & eCommerce Consulting May 2009 - February 2011
Key Bank - KeyDirect.com August 2008 - May 2009
Williams-Sonoma, Inc. June 2003 - August 2008
IBM Business Consulting Services June 2002 - June 2003
PricewaterhouseCoopers Consulting February 1998 - June 2002
StorageTek (Currently a Division of Oracle Corp.) 1993 - 1998
Square One Technology 1990 - 1993
The Chase Manhattan Bank 1988 - 1990
Skills
Email Marketing, Project Management, Competitive Analysis, E-commerce, Online Marketing, SEO, Product Management, Analytics, Social Media Marketing, CRM, Marketing, Strategy, Salesforce.com, Start-ups, Management, Leadership, Sales, Customer Retention, Forecasting, Multi-channel Marketing, Retail, Online Advertising, Analysis, Business Planning, Market Analysis, Market Research, Team Leadership, Marketing Strategy, Web Design, Change Management, Web Analytics, Business Analysis, SEM, Business Intelligence, Consulting, SaaS, Account Management, Digital Marketing, Product Development, Quality Assurance, Cross-functional Team..., Business Development, Strategic Partnerships, B2B, New Business Development, Business Strategy, Lead Generation, Product Marketing, Direct Marketing, Strategic Planning
Education
University of Denver - University College 1996 — 1999
Master Of Technology Management, MoTM
The George Washington University - School of Business 1984 — 1988
Bachelor of Business Administration, Finance
Ken Harrington-Howes Ken Harrington-Howes's The Chase Manhattan Bank Experience 1985 - 1989
Job Executive Director, JP Morgan Asset Management
Industry Investment Management
Experience
Star, Inc. "Lighting the Way" November 2014 - Present
JP Morgan Asset Management August 1991 - Present
The Chase Manhattan Bank 1985 - 1989
Citicorp Investment Management, Inc. July 1980 - April 1985
Skills
Investment Management, Portfolio Management, Investments, Strategic Planning, Alternative Investments, Equities, Mutual Funds, Asset Management, Strategy, Relationship Management, Investment Advisory, Asset Allocation, Wealth Management, Series 7, Series 63, Fixed Income, Financial Services, Private Equity, Retirement Planning, 401k, Estate Planning, High Net Worth..., Investment Strategies, Securities, Hedge Funds, Capital Markets, Bloomberg, Derivatives, Valuation, Financial Modeling, Investment Banking
Education
University of Connecticut 1973 — 1977
B.A. Liberal Arts, Sociology
Framingham South High School 1971 — 1973
St Mark's School 1969 — 1971
Star, Inc. "Lighting the Way" November 2014 - Present
JP Morgan Asset Management August 1991 - Present
The Chase Manhattan Bank 1985 - 1989
Citicorp Investment Management, Inc. July 1980 - April 1985
Skills
Investment Management, Portfolio Management, Investments, Strategic Planning, Alternative Investments, Equities, Mutual Funds, Asset Management, Strategy, Relationship Management, Investment Advisory, Asset Allocation, Wealth Management, Series 7, Series 63, Fixed Income, Financial Services, Private Equity, Retirement Planning, 401k, Estate Planning, High Net Worth..., Investment Strategies, Securities, Hedge Funds, Capital Markets, Bloomberg, Derivatives, Valuation, Financial Modeling, Investment Banking
Education
University of Connecticut 1973 — 1977
B.A. Liberal Arts, Sociology
Framingham South High School 1971 — 1973
St Mark's School 1969 — 1971
Victoria (Vicki) (Andersen) Safferstein Victoria (Vicki) (Andersen) Safferstein's The Chase Manhattan Bank Experience 1986 - 1987
Job Senior IT Project Manager at PepsiCo
Industry Food & Beverages
Experience
PepsiCo August 2012 - Present
PepsiCo December 2005 - August 2012
PepsiCo August 2003 - December 2005
PepsiCo December 1998 - August 2003
Oracle 1996 - 1998
Market Statistics (VNU) 1996 - 1996
Strategic Mapping, Inc. 1994 - 1996
Donnelley Marketing Information Services 1992 - 1994
Donnelley Marketing Information Services 1987 - 1992
The Chase Manhattan Bank 1986 - 1987
Skills
Vendor Management, Business Analysis, IT Strategy, IT Management, SDLC, Project Management, Project Portfolio..., Cross-functional Team..., PMP, Integration, Process Improvement, Program Management, PMO, Management, Business Process, Enterprise Architecture
Education
University at Buffalo 1977 — 1982
BA
PepsiCo August 2012 - Present
PepsiCo December 2005 - August 2012
PepsiCo August 2003 - December 2005
PepsiCo December 1998 - August 2003
Oracle 1996 - 1998
Market Statistics (VNU) 1996 - 1996
Strategic Mapping, Inc. 1994 - 1996
Donnelley Marketing Information Services 1992 - 1994
Donnelley Marketing Information Services 1987 - 1992
The Chase Manhattan Bank 1986 - 1987
Skills
Vendor Management, Business Analysis, IT Strategy, IT Management, SDLC, Project Management, Project Portfolio..., Cross-functional Team..., PMP, Integration, Process Improvement, Program Management, PMO, Management, Business Process, Enterprise Architecture
Education
University at Buffalo 1977 — 1982
BA
Kelly Schrock Kelly Schrock's The Chase Manhattan Bank Experience September 1998 - February 2000
Job PM Specialist at Cigna
Industry Information Technology and Services
Experience
Cigna October 2014 - Present
Direct Energy June 2012 - October 2014
Stewart Title September 2009 - June 2012
JPMorgan Chase February 2000 - April 2009
The Chase Manhattan Bank September 1998 - February 2000
Van Kampen American Capital March 1996 - September 1998
Skills
Visio, SharePoint, Excel, Team Leadership, Management, Operations Management, Process Scheduler, Negotiation, Resource Management, Consulting, Forecasting, Vendor Management, Project Portfolio..., MS Project, Business Analysis, Analysis, Microsoft Excel, Project Management, Training, Software Documentation, Change Management, Microsoft Project
Education
C.T. Bauer College of Business 2002 — 2004
MBA, International Business
University of Houston 1989 — 1994
BS in Math, Mathematics / Statistics
Cigna October 2014 - Present
Direct Energy June 2012 - October 2014
Stewart Title September 2009 - June 2012
JPMorgan Chase February 2000 - April 2009
The Chase Manhattan Bank September 1998 - February 2000
Van Kampen American Capital March 1996 - September 1998
Skills
Visio, SharePoint, Excel, Team Leadership, Management, Operations Management, Process Scheduler, Negotiation, Resource Management, Consulting, Forecasting, Vendor Management, Project Portfolio..., MS Project, Business Analysis, Analysis, Microsoft Excel, Project Management, Training, Software Documentation, Change Management, Microsoft Project
Education
C.T. Bauer College of Business 2002 — 2004
MBA, International Business
University of Houston 1989 — 1994
BS in Math, Mathematics / Statistics
Stephen Douglass Stephen Douglass's The Chase Manhattan Bank Experience 1991 - 1993
Job Marketing and Business Executive seeking new opportunity
Industry Financial Services
Experience
Bank of America February 2011 - January 2014
Blind Side Marketing 2009 - 2010
Countrywide Financial Corporation 2005 - 2008
Countrywide Financial Corporation 2003 - 2005
Countrywide Financial Corporation 2000 - 2003
Countrywide Financial Corporation 1998 - 2000
Countrywide Financial Corporation 1995 - 1998
Countrywide Securities Corporation 1993 - 1995
The Chase Manhattan Bank 1991 - 1993
Leland O'Brien Rubenstein 1984 - 1991
Skills
Direct Marketing, Marketing Strategy, Marketing Communications, Market Research, Performance Analysis, Competitive Analysis, Financial Analysis, Strategic Planning, Marketing Operations, Analytics, Direct Response, Financial Services, B2B Marketing, Risk Management, Negotiation, Budgets, Start-ups, Leadership, Process Improvement, CRM, Finance, Marketing, Strategy, Banking, Analysis, Cross-functional Team..., Lead Generation, Portfolio Management, Vendor Management
Education
Institute of Chartered Financial Analysts
CFA, Financial Analysis, Portfolio Management
University of California, Los Angeles
B.A., Economics
Villanova University
Certification, Six Sigma Green Belt- Financial Services
Bank of America February 2011 - January 2014
Blind Side Marketing 2009 - 2010
Countrywide Financial Corporation 2005 - 2008
Countrywide Financial Corporation 2003 - 2005
Countrywide Financial Corporation 2000 - 2003
Countrywide Financial Corporation 1998 - 2000
Countrywide Financial Corporation 1995 - 1998
Countrywide Securities Corporation 1993 - 1995
The Chase Manhattan Bank 1991 - 1993
Leland O'Brien Rubenstein 1984 - 1991
Skills
Direct Marketing, Marketing Strategy, Marketing Communications, Market Research, Performance Analysis, Competitive Analysis, Financial Analysis, Strategic Planning, Marketing Operations, Analytics, Direct Response, Financial Services, B2B Marketing, Risk Management, Negotiation, Budgets, Start-ups, Leadership, Process Improvement, CRM, Finance, Marketing, Strategy, Banking, Analysis, Cross-functional Team..., Lead Generation, Portfolio Management, Vendor Management
Education
Institute of Chartered Financial Analysts
CFA, Financial Analysis, Portfolio Management
University of California, Los Angeles
B.A., Economics
Villanova University
Certification, Six Sigma Green Belt- Financial Services
Syed I. Ali's The Chase Manhattan Bank Experience May 1997 - September 1999
Job Vice President at US Bank
Industry Financial Services
Experience
US Bank February 2011 - Present
Bank of America-Merrill Lynch October 2007 - February 2011
Washington Mutual July 2006 - 2007
JPMorgan Chase Bank September 1999 - July 2006
The Chase Manhattan Bank May 1997 - September 1999
Mellon Mortgage Company January 1995 - May 1997
Bank United December 1992 - January 1995
Skills
Banking, Portfolio Management, Fixed Income, Loans, Credit, Capital Markets, Risk Management, Financial Modeling, Financial Analysis, Series 7, Investments, Equities, Credit Risk, Asset Managment, Financial Services, Structured Finance, Finance, Financial Risk, Analysis, Investment Banking, Strategic Financial..., Corporate Finance, Derivatives, Valuation, Management, Credit Analysis, Alternative Investments, Asset Management, Bonds, Commercial Banking, Financial Markets, Financial Reporting, Financial Structuring, Hedge Funds, MBS, Mutual Funds, Private Equity, Relationship Management, Securities, Structured Products, Trading, Treasury Management, Wealth Management, ABS, Bloomberg, Cash Management, Financial Planning
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
London School of Economics and Political Science, U. of London 2004 — 2004
MSc, Finance
University of Nebraska-Lincoln 1987 — 1992
BBA, Economics
Cadet College Petaro 1981 — 1986
HSC II Board of Intermediate Education, Business
US Bank February 2011 - Present
Bank of America-Merrill Lynch October 2007 - February 2011
Washington Mutual July 2006 - 2007
JPMorgan Chase Bank September 1999 - July 2006
The Chase Manhattan Bank May 1997 - September 1999
Mellon Mortgage Company January 1995 - May 1997
Bank United December 1992 - January 1995
Skills
Banking, Portfolio Management, Fixed Income, Loans, Credit, Capital Markets, Risk Management, Financial Modeling, Financial Analysis, Series 7, Investments, Equities, Credit Risk, Asset Managment, Financial Services, Structured Finance, Finance, Financial Risk, Analysis, Investment Banking, Strategic Financial..., Corporate Finance, Derivatives, Valuation, Management, Credit Analysis, Alternative Investments, Asset Management, Bonds, Commercial Banking, Financial Markets, Financial Reporting, Financial Structuring, Hedge Funds, MBS, Mutual Funds, Private Equity, Relationship Management, Securities, Structured Products, Trading, Treasury Management, Wealth Management, ABS, Bloomberg, Cash Management, Financial Planning
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
London School of Economics and Political Science, U. of London 2004 — 2004
MSc, Finance
University of Nebraska-Lincoln 1987 — 1992
BBA, Economics
Cadet College Petaro 1981 — 1986
HSC II Board of Intermediate Education, Business
Paul Fairleigh's The Chase Manhattan Bank Experience 1998 - 2000
Job Payments | Insurance | Business Development | Market Expansion | Product Management | Significant P&L Responsibility
Industry Consumer Services
Experience
MasterCard 2010 - 2015
MasterCard 2008 - 2009
MasterCard September 2002 - 2007
Cendant 2000 - 2001
The Chase Manhattan Bank 1998 - 2000
The Chase Manhattan Bank 1995 - 1998
The Chase Manhattan Bank September 1994 - September 1995
FCB Direct May 1992 - September 1994
Ogilvy & Mather Direct October 1989 - May 1992
Skills
P&L Management, Credit Cards, Loyalty Marketing, Integrated Marketing, Loyalty Programs, Interactive Marketing, Strategic Partnerships, Customer Acquisition, Insurance, Product Development, Product Marketing, Direct Marketing, Advertising Management, Advertising, CRM, Marketing Strategy, Direct Sales, C Level Selling, Product Management, Digital Marketing, Analytics, International Business..., Strategy, Business Development, Sales Management, Online Marketing, Online Sales Management, Business Process..., Business Intelligence, Business Process..., International Sales
Education
The University of Texas at Austin
Bachelor of Science (BS), Advertising
University of Houston-Clear Lake
Master of Business Administration (MBA), Marketing
MasterCard 2010 - 2015
MasterCard 2008 - 2009
MasterCard September 2002 - 2007
Cendant 2000 - 2001
The Chase Manhattan Bank 1998 - 2000
The Chase Manhattan Bank 1995 - 1998
The Chase Manhattan Bank September 1994 - September 1995
FCB Direct May 1992 - September 1994
Ogilvy & Mather Direct October 1989 - May 1992
Skills
P&L Management, Credit Cards, Loyalty Marketing, Integrated Marketing, Loyalty Programs, Interactive Marketing, Strategic Partnerships, Customer Acquisition, Insurance, Product Development, Product Marketing, Direct Marketing, Advertising Management, Advertising, CRM, Marketing Strategy, Direct Sales, C Level Selling, Product Management, Digital Marketing, Analytics, International Business..., Strategy, Business Development, Sales Management, Online Marketing, Online Sales Management, Business Process..., Business Intelligence, Business Process..., International Sales
Education
The University of Texas at Austin
Bachelor of Science (BS), Advertising
University of Houston-Clear Lake
Master of Business Administration (MBA), Marketing
Perry Ewing Perry Ewing's The Chase Manhattan Bank Experience 1997 - 1997
Job Vice President and Corporate Treasurer at AFGlobal Corporation
Industry Oil & Energy
Experience
Ameriforge November 2012 - Present
World Fuel Services 2011 - 2012
Kraton Polymers LLC 2006 - 2011
PHILLIPS 66 2002 - 2006
RESOLUTION PERFORMANCE PRODUCTS LLC 2000 - 2002
PENNZOIL-QUAKER STATE COMPANY 1998 - 1999
The Chase Manhattan Bank 1997 - 1997
TCB Dallas 1995 - 1996
TEXAS COMMERCE BANK & CULLEN FROST BANK 1993 - 1996
Texas Commerce Bank 1994 - 1995
Skills
International Treasury, Credit Structuring, Cash Management, Treasury, Cash Flow Forecasting, Treasury Management, Cash Flow, Credit, Funding, Financial Analysis, Financial Modeling, Corporate Finance, Risk Management, Due Diligence, Hedging, Sarbanes-Oxley Act, Mergers, Internal Controls, Working Capital..., Derivatives, Forecasting, Financial Reporting, Enterprise Risk..., Cash Repatriation..., Multi Currency Cash..., Debt Compliance, Accounts Receivable..., Tax, Loan Compliance, Mergers, Valuation, Banking, Budgets, Management, Portfolio Management, Finance, Analysis, Executive Management, Financial Risk
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance
The University of Texas at Austin 1984 — 1990
BA, Economics
Ameriforge November 2012 - Present
World Fuel Services 2011 - 2012
Kraton Polymers LLC 2006 - 2011
PHILLIPS 66 2002 - 2006
RESOLUTION PERFORMANCE PRODUCTS LLC 2000 - 2002
PENNZOIL-QUAKER STATE COMPANY 1998 - 1999
The Chase Manhattan Bank 1997 - 1997
TCB Dallas 1995 - 1996
TEXAS COMMERCE BANK & CULLEN FROST BANK 1993 - 1996
Texas Commerce Bank 1994 - 1995
Skills
International Treasury, Credit Structuring, Cash Management, Treasury, Cash Flow Forecasting, Treasury Management, Cash Flow, Credit, Funding, Financial Analysis, Financial Modeling, Corporate Finance, Risk Management, Due Diligence, Hedging, Sarbanes-Oxley Act, Mergers, Internal Controls, Working Capital..., Derivatives, Forecasting, Financial Reporting, Enterprise Risk..., Cash Repatriation..., Multi Currency Cash..., Debt Compliance, Accounts Receivable..., Tax, Loan Compliance, Mergers, Valuation, Banking, Budgets, Management, Portfolio Management, Finance, Analysis, Executive Management, Financial Risk
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance
The University of Texas at Austin 1984 — 1990
BA, Economics
Heather Palomo, MA Heather Palomo, MA's The Chase Manhattan Bank Experience January 1999 - May 2004
Job Account Executive at Stonegate Mortgage Corporation (NYSE: SGM)
Industry Financial Services
Experience
Stonegate Mortgage Corporation (NYSE: SGM) June 2015 - Present
First Community Credit Union August 2008 - June 2015
GMAC ResCap August 2005 - August 2008
CIT Finance Investment Bank May 2004 - August 2005
The Chase Manhattan Bank January 1999 - May 2004
Skills
Loans, Mortgage Lending, Credit, Underwriting, Credit Analysis, Sales, Loan Origination, B2B, Loss Mitigation, Risk Management, Real Estate, Mortgage Banking, Business Development, Management, Cold Calling, Consumer Lending, Banking, Residential Mortgages, Portfolio Management, Coaching, Sales Management, Credit Cards, Loan Servicing, Financial Services, Funding, Credit Unions, Cross Selling, Fraud, Relationship Management, Default, Branch Management, Team Building, Finance, Credit Risk, Home Equity Loans, Strategic Planning, Financial Risk, Home Equity Lines of..., Risk Analysis, Foreclosures, Lines Of Credit, Mortgage Underwriting, Internal Audit, Financial Analysis, Small Business Lending, Insurance, Retail Banking, Property & Casualty..., Life Insurance, Refinance
Education
Argosy University Chicago 2007 — 2008
Doctorate, Doctorate of Business Administration, 3.90
University of Phoenix 2002 — 2003
Master of Arts, Business Management
University of Houston-Downtown 1997 — 2000
Bachelor, Interdisciplinary Studies
Stonegate Mortgage Corporation (NYSE: SGM) June 2015 - Present
First Community Credit Union August 2008 - June 2015
GMAC ResCap August 2005 - August 2008
CIT Finance Investment Bank May 2004 - August 2005
The Chase Manhattan Bank January 1999 - May 2004
Skills
Loans, Mortgage Lending, Credit, Underwriting, Credit Analysis, Sales, Loan Origination, B2B, Loss Mitigation, Risk Management, Real Estate, Mortgage Banking, Business Development, Management, Cold Calling, Consumer Lending, Banking, Residential Mortgages, Portfolio Management, Coaching, Sales Management, Credit Cards, Loan Servicing, Financial Services, Funding, Credit Unions, Cross Selling, Fraud, Relationship Management, Default, Branch Management, Team Building, Finance, Credit Risk, Home Equity Loans, Strategic Planning, Financial Risk, Home Equity Lines of..., Risk Analysis, Foreclosures, Lines Of Credit, Mortgage Underwriting, Internal Audit, Financial Analysis, Small Business Lending, Insurance, Retail Banking, Property & Casualty..., Life Insurance, Refinance
Education
Argosy University Chicago 2007 — 2008
Doctorate, Doctorate of Business Administration, 3.90
University of Phoenix 2002 — 2003
Master of Arts, Business Management
University of Houston-Downtown 1997 — 2000
Bachelor, Interdisciplinary Studies
Dan Ciorciari Dan Ciorciari's The Chase Manhattan Bank Experience 1992 - 1998
Job Principal Consultant, Global Services at BMC Software
Industry Information Technology and Services
Experience
BMC Software June 2010 - Present
Sony Corporation of America November 1999 - June 2010
The Chase Manhattan Bank 1992 - 1998
Skills
BMC Patrol, BMC Remedy, ITIL, Enterprise Software, Systems Management, Disaster Recovery, Data Center, IT Strategy, Virtualization, IT Operations, Enterprise Architecture, VMware, Unix, Solution Architecture, IT Management, Service Management, Vendor Management, AIX, HP, High Availability, Business Process, ITIL Certified, Information Technology, Infrastructure, Integration, Professional Services, Requirements Analysis, Servers, Service Delivery, Solaris, System Deployment, Visio, Unix Shell Scripting, Requirements Gathering, Operating Systems
Education
University at Buffalo 1988 — 1992
BS, Industrial Engineering
BMC Software June 2010 - Present
Sony Corporation of America November 1999 - June 2010
The Chase Manhattan Bank 1992 - 1998
Skills
BMC Patrol, BMC Remedy, ITIL, Enterprise Software, Systems Management, Disaster Recovery, Data Center, IT Strategy, Virtualization, IT Operations, Enterprise Architecture, VMware, Unix, Solution Architecture, IT Management, Service Management, Vendor Management, AIX, HP, High Availability, Business Process, ITIL Certified, Information Technology, Infrastructure, Integration, Professional Services, Requirements Analysis, Servers, Service Delivery, Solaris, System Deployment, Visio, Unix Shell Scripting, Requirements Gathering, Operating Systems
Education
University at Buffalo 1988 — 1992
BS, Industrial Engineering
Sandy Garza's The Chase Manhattan Bank Experience March 1990 - March 1993
Job Financial Services Professional at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance - Sandy Garza & Associates March 1993 - Present
Nationwide Insurance March 1993 - Present
The Chase Manhattan Bank March 1990 - March 1993
Skills
Insurance, Life Insurance, Property & Casualty..., Commercial Insurance, Umbrella Insurance, General Insurance, Leadership, Homeowners, Liability, Claims Handling, Commercial Lines, Term Life Insurance, Legal Liability, Health Insurance, Disability Insurance, Casualty Insurance, Workers Compensation, Employee Benefits, Risk Management, Whole Life, Inland Marine, Series 6, Professional Liability, Claim, Marine Insurance, Subrogation, Property Damage, Claim Investigation, Liability Analysis, Universal Life, CPCU, Motorcycle, D&O, Small Business, Long-term Care, Retirement Planning, RV, Brokers, Financial Planners, Licensed Life & Health..., Fixed Annuities, Flood Insurance, Retirement, Accident, Claims Management, Employment Practices..., Renters, Insurance Brokerage, Financial Services, Auto Insurance
Education
The University of Texas-Pan American 1980 — 1985
BBA, Finance
McAllen High School 1977 — 1980
Bachelor of Business Administration (BBA), Finance, General
Nationwide Insurance - Sandy Garza & Associates March 1993 - Present
Nationwide Insurance March 1993 - Present
The Chase Manhattan Bank March 1990 - March 1993
Skills
Insurance, Life Insurance, Property & Casualty..., Commercial Insurance, Umbrella Insurance, General Insurance, Leadership, Homeowners, Liability, Claims Handling, Commercial Lines, Term Life Insurance, Legal Liability, Health Insurance, Disability Insurance, Casualty Insurance, Workers Compensation, Employee Benefits, Risk Management, Whole Life, Inland Marine, Series 6, Professional Liability, Claim, Marine Insurance, Subrogation, Property Damage, Claim Investigation, Liability Analysis, Universal Life, CPCU, Motorcycle, D&O, Small Business, Long-term Care, Retirement Planning, RV, Brokers, Financial Planners, Licensed Life & Health..., Fixed Annuities, Flood Insurance, Retirement, Accident, Claims Management, Employment Practices..., Renters, Insurance Brokerage, Financial Services, Auto Insurance
Education
The University of Texas-Pan American 1980 — 1985
BBA, Finance
McAllen High School 1977 — 1980
Bachelor of Business Administration (BBA), Finance, General
Harry Looknanan Jr.'s The Chase Manhattan Bank Experience April 2000 - August 2002
Job Senior Relationship Manager at Wells Fargo
Industry Commercial Real Estate
Experience
Wells Fargo January 2013 - Present
Florida Gulf Coast University-SBDC 2009 - January 2013
Sperry Van Ness January 2006 - December 2012
SWFL Commercial Investment Professionals 2009 - 2011
Bank of America 2002 - 2004
The Chase Manhattan Bank April 2000 - August 2002
Austin Small Business Development Center June 1993 - November 1997
Skills
Real Estate, Business Development, Negotiation, Brokerage, Disposition, Real Estate Development, Marketing Strategy, Commercial Real Estate, Investments, Real Estate Economics, Real Estate Transactions, Leases, Investment Properties, Location Intelligence, Sales
Education
Leadership Bonita 2012 — 2013
The University of Texas at Austin - Red McCombs School of Business 1990 — 1992
BBA, Finance
Wells Fargo January 2013 - Present
Florida Gulf Coast University-SBDC 2009 - January 2013
Sperry Van Ness January 2006 - December 2012
SWFL Commercial Investment Professionals 2009 - 2011
Bank of America 2002 - 2004
The Chase Manhattan Bank April 2000 - August 2002
Austin Small Business Development Center June 1993 - November 1997
Skills
Real Estate, Business Development, Negotiation, Brokerage, Disposition, Real Estate Development, Marketing Strategy, Commercial Real Estate, Investments, Real Estate Economics, Real Estate Transactions, Leases, Investment Properties, Location Intelligence, Sales
Education
Leadership Bonita 2012 — 2013
The University of Texas at Austin - Red McCombs School of Business 1990 — 1992
BBA, Finance
Dave Stafford's The Chase Manhattan Bank Experience 1987 - 1991
Job SVP, Product Delivery at PSCU
Industry Financial Services
Experience
PSCU October 2013 - Present
PSCU April 2012 - September 2013
ACI Worldwide March 1997 - March 2012
ACI Worldwide 2010 - 2011
ACI Worldwide 2005 - 2010
ACI Worldwide 2003 - 2008
ACI Worldwide 1997 - 2002
Mortgage Lending - Various 1991 - 1997
The Chase Manhattan Bank 1987 - 1991
Chase Manhattan Bank 1986 - 1987
Skills
Vendor Management, Project Management, Project Execution, Program Management, Leadership, Professional Services, Solution Provider, Process Optimization, Organizational..., Business Analysis, Product Management, Risk Management, SaaS, Organizational..., Integration, Solution Selling, Management, Software Project..., E-commerce, Start-ups, Data Center, Software Development, Banking, Financial Services, Executive Management, Payments, Team Management, Change Management, SDLC, Relationship Management
Education
University of Maryland College Park 1998 — 2002
Information Management Systems
PSCU October 2013 - Present
PSCU April 2012 - September 2013
ACI Worldwide March 1997 - March 2012
ACI Worldwide 2010 - 2011
ACI Worldwide 2005 - 2010
ACI Worldwide 2003 - 2008
ACI Worldwide 1997 - 2002
Mortgage Lending - Various 1991 - 1997
The Chase Manhattan Bank 1987 - 1991
Chase Manhattan Bank 1986 - 1987
Skills
Vendor Management, Project Management, Project Execution, Program Management, Leadership, Professional Services, Solution Provider, Process Optimization, Organizational..., Business Analysis, Product Management, Risk Management, SaaS, Organizational..., Integration, Solution Selling, Management, Software Project..., E-commerce, Start-ups, Data Center, Software Development, Banking, Financial Services, Executive Management, Payments, Team Management, Change Management, SDLC, Relationship Management
Education
University of Maryland College Park 1998 — 2002
Information Management Systems
Demille Richardson Demille Richardson's The Chase Manhattan Bank Experience 1991 - 1996
Job Strategic Marketing and Branding Professional
Industry Consumer Goods
Experience
Reliable Churchill January 2006 - January 2012
AV Imports April 2003 - December 2005
General Mills 1998 - 2002
The Chase Manhattan Bank 1991 - 1996
Skills
Brand Management, Market Planning, Consumer Products, Customer Marketing, Marketing Strategy, Marketing Management, Consumer Marketing, Brand Equity, Strategic Planning, Integrated Marketing, Marketing Communications, Customer Insight, Alcoholic Beverages, Consumer Insight, Multicultural Marketing, Competitive Analysis, Advertising, Partnership Marketing, Cross-functional Team..., Social Media, Marketing
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
Master of Business Administration (MBA), Marketing/Marketing Management, General
New York University - Leonard N. Stern School of Business 1987 — 1991
Bachelor of Science (BS), International Business
Wilde Lake High 1983 — 1987
Reliable Churchill January 2006 - January 2012
AV Imports April 2003 - December 2005
General Mills 1998 - 2002
The Chase Manhattan Bank 1991 - 1996
Skills
Brand Management, Market Planning, Consumer Products, Customer Marketing, Marketing Strategy, Marketing Management, Consumer Marketing, Brand Equity, Strategic Planning, Integrated Marketing, Marketing Communications, Customer Insight, Alcoholic Beverages, Consumer Insight, Multicultural Marketing, Competitive Analysis, Advertising, Partnership Marketing, Cross-functional Team..., Social Media, Marketing
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
Master of Business Administration (MBA), Marketing/Marketing Management, General
New York University - Leonard N. Stern School of Business 1987 — 1991
Bachelor of Science (BS), International Business
Wilde Lake High 1983 — 1987
Dan Bryant Dan Bryant's The Chase Manhattan Bank Experience September 1998 - January 2000
Job Team Lead Platform Enablement / Special Projects Developer at HewlettPackard
Industry Computer Hardware
Experience
Hewlett-Packard July 2010 - Present
Hewlett-Packard May 2002 - July 2010
Toyota April 2009 - October 2009
Compaq September 2001 - May 2002
The Chase Manhattan Bank September 1998 - January 2000
Texas Commerce Bank September 1995 - September 1998
Skills
PCIe, IPMI, Device Drivers, SCSI, Debugging, Firmware, Kernel, Software Development, Software Engineering, Linux, Embedded Systems, System Architecture, Perl, C, Unix, Storage, C++, X86, Operating Systems, TCP/IP, Architecture, Agile Methodologies, Sun Certified Java..., Microsoft Certified..., Shell Scripting, Windows Server, Windows Driver..., Software Project..., Testing, Visual Studio, Software Design, C#, Object Oriented Design, Embedded Software, Powershell, Node.js, JavaScript, Windows Kernel...
Education
University of Houston 1997 — 2001
BS Computer Science
Hewlett-Packard July 2010 - Present
Hewlett-Packard May 2002 - July 2010
Toyota April 2009 - October 2009
Compaq September 2001 - May 2002
The Chase Manhattan Bank September 1998 - January 2000
Texas Commerce Bank September 1995 - September 1998
Skills
PCIe, IPMI, Device Drivers, SCSI, Debugging, Firmware, Kernel, Software Development, Software Engineering, Linux, Embedded Systems, System Architecture, Perl, C, Unix, Storage, C++, X86, Operating Systems, TCP/IP, Architecture, Agile Methodologies, Sun Certified Java..., Microsoft Certified..., Shell Scripting, Windows Server, Windows Driver..., Software Project..., Testing, Visual Studio, Software Design, C#, Object Oriented Design, Embedded Software, Powershell, Node.js, JavaScript, Windows Kernel...
Education
University of Houston 1997 — 2001
BS Computer Science
Angela Nelson Angela Nelson's The Chase Manhattan Bank Experience 1991 - 1995
Job Business Development Manager at Contrast Creative, Inc.
Industry Legal Services
Experience
Contrast Creative, Inc. February 2015 - August 2015
Manning Fulton & Skinner, P.A. August 2012 - December 2014
AAN Consulting June 2010 - August 2012
AAN Consulting March 2007 - June 2010
Maupin Taylor Law Firm February 2003 - March 2007
Vinson and Elkins 1995 - 1998
The Chase Manhattan Bank 1991 - 1995
Skills
Legal Marketing, Professional Services..., Strategic Planning, Process Improvement
Education
Duke Leadership Program 2015 — 2015
Continuing education program focused on leadership strategies and effectiveness
University of North Carolina at Wilmington 1986 — 1990
B.S. Marketing, Services Marketing, Economics
Peace College 1983 — 1985
Associate of Arts, Liberal Arts
Contrast Creative, Inc. February 2015 - August 2015
Manning Fulton & Skinner, P.A. August 2012 - December 2014
AAN Consulting June 2010 - August 2012
AAN Consulting March 2007 - June 2010
Maupin Taylor Law Firm February 2003 - March 2007
Vinson and Elkins 1995 - 1998
The Chase Manhattan Bank 1991 - 1995
Skills
Legal Marketing, Professional Services..., Strategic Planning, Process Improvement
Education
Duke Leadership Program 2015 — 2015
Continuing education program focused on leadership strategies and effectiveness
University of North Carolina at Wilmington 1986 — 1990
B.S. Marketing, Services Marketing, Economics
Peace College 1983 — 1985
Associate of Arts, Liberal Arts
Jim Hatcher's The Chase Manhattan Bank Experience January 2003 - August 2003
Job Principal Architect at IHS
Industry Computer Software
Experience
IHS June 2014 - Present
RBA, Inc. July 2012 - June 2014
Western Union February 2008 - June 2012
CyberSource April 2006 - December 2007
First Data Corporation October 2003 - April 2006
The Chase Manhattan Bank January 2003 - August 2003
Global1Click May 2000 - December 2002
Skills
Web Services, .NET, SDLC, Web Applications, SOA, Databases, Requirements Analysis, Integration, E-commerce, Database Design, Software Project..., Microsoft SQL Server, Software Development, Business Analysis, T-SQL, SharePoint, XML, SQL, Security, System Architecture, Programming, IIS, C#, Cloud Computing, Visual Studio, Visio, Enterprise Software, ASP.NET, Solution Architecture, WCF, Knockout, Big Data, ASP.NET MVC, MVVM, Entity Framework, JSON, Risk Management, Financial Services, Predictive Analytics, Data Analysis, Solr, Apache Spark, Cassandra, AngularJS, NoSQL, Linux
Education
University of Louisiana at Monroe 1995 — 2000
BBA, Computer Information Systems, 3.97 GPA
IHS June 2014 - Present
RBA, Inc. July 2012 - June 2014
Western Union February 2008 - June 2012
CyberSource April 2006 - December 2007
First Data Corporation October 2003 - April 2006
The Chase Manhattan Bank January 2003 - August 2003
Global1Click May 2000 - December 2002
Skills
Web Services, .NET, SDLC, Web Applications, SOA, Databases, Requirements Analysis, Integration, E-commerce, Database Design, Software Project..., Microsoft SQL Server, Software Development, Business Analysis, T-SQL, SharePoint, XML, SQL, Security, System Architecture, Programming, IIS, C#, Cloud Computing, Visual Studio, Visio, Enterprise Software, ASP.NET, Solution Architecture, WCF, Knockout, Big Data, ASP.NET MVC, MVVM, Entity Framework, JSON, Risk Management, Financial Services, Predictive Analytics, Data Analysis, Solr, Apache Spark, Cassandra, AngularJS, NoSQL, Linux
Education
University of Louisiana at Monroe 1995 — 2000
BBA, Computer Information Systems, 3.97 GPA
Joey Despenzero's The Chase Manhattan Bank Experience 1999 - 2003
Job Stage Manager / Talent Logistics Manager
Industry Broadcast Media
Experience
Various TV Productions 1993 - Present
The Chase Manhattan Bank 1999 - 2003
BMG Columbia House 1996 - 1998
Wenner Media 1995 - 1996
Bantam Doubleday Dell 1993 - 1995
Warner Music Group 1990 - 1993
Coleman Enterprises 1983 - 1990
Skills
Video Production, Television, Production Managment, Video, Entertainment, Marketing, Logistics Management, Stage Management
Education
University of New Orleans 1980 — 1986
Bachelor's Degree
Various TV Productions 1993 - Present
The Chase Manhattan Bank 1999 - 2003
BMG Columbia House 1996 - 1998
Wenner Media 1995 - 1996
Bantam Doubleday Dell 1993 - 1995
Warner Music Group 1990 - 1993
Coleman Enterprises 1983 - 1990
Skills
Video Production, Television, Production Managment, Video, Entertainment, Marketing, Logistics Management, Stage Management
Education
University of New Orleans 1980 — 1986
Bachelor's Degree
Teri R. Moten, MBA's The Chase Manhattan Bank Experience January 2005 - January 2006
Job Financial Advocate/ID Theft Educator
Industry Financial Services
Experience
Golden Crescent Black Chamber of Commerce July 2015 - Present
Moten Financial Services October 2013 - Present
Victoria Area Homeless Coalition October 2013 - Present
Community Health Centers of South Central Texas, Inc. February 2013 - Present
The Moten Group/Moten Medical Consultants March 2010 - Present
Iroko Pharmaceuticals, LLC January 2015 - Present
American General Life Companies August 2011 - October 2013
Dr. Craig G. Chang, MD PA January 2010 - November 2010
Merck January 2006 - October 2009
The Chase Manhattan Bank January 2005 - January 2006
Skills
Insurance, Training, Leadership, Small Business, Business Development, Employee Benefits, Marketing Strategy, Risk Management, Marketing, Team Building, Sales Management, Human Resources, New Business Development, Strategy, Sales, Selling, Business Planning, Business Strategy, Retirement, Analysis, Public Speaking, Healthcare, Customer Service, Strategic Financial..., Business Networking, Coaching, Key Account Development, Estate Planning, Strategic Planning, Management, Professional Networking, Team Leadership, Consultative Selling, Employee Training, Pharmaceutical Sales, Financial Planners, Small Business..., Referrals, Insurance Planning, Retirement Income..., Referral Generation, Training & Development, Recruiting, Financial Planning
Education
University of Houston-Victoria 1995 — 1996
MBA, Business Administration
The University of Texas at Austin 1991 — 1994
BBA, Marketing
Golden Crescent Black Chamber of Commerce July 2015 - Present
Moten Financial Services October 2013 - Present
Victoria Area Homeless Coalition October 2013 - Present
Community Health Centers of South Central Texas, Inc. February 2013 - Present
The Moten Group/Moten Medical Consultants March 2010 - Present
Iroko Pharmaceuticals, LLC January 2015 - Present
American General Life Companies August 2011 - October 2013
Dr. Craig G. Chang, MD PA January 2010 - November 2010
Merck January 2006 - October 2009
The Chase Manhattan Bank January 2005 - January 2006
Skills
Insurance, Training, Leadership, Small Business, Business Development, Employee Benefits, Marketing Strategy, Risk Management, Marketing, Team Building, Sales Management, Human Resources, New Business Development, Strategy, Sales, Selling, Business Planning, Business Strategy, Retirement, Analysis, Public Speaking, Healthcare, Customer Service, Strategic Financial..., Business Networking, Coaching, Key Account Development, Estate Planning, Strategic Planning, Management, Professional Networking, Team Leadership, Consultative Selling, Employee Training, Pharmaceutical Sales, Financial Planners, Small Business..., Referrals, Insurance Planning, Retirement Income..., Referral Generation, Training & Development, Recruiting, Financial Planning
Education
University of Houston-Victoria 1995 — 1996
MBA, Business Administration
The University of Texas at Austin 1991 — 1994
BBA, Marketing
Ben Maldonado Ben Maldonado's The Chase Manhattan Bank Experience December 1996 - August 1999
Job Head of U.S. Sales Hedge Fund Investments
Industry Financial Services
Experience
MSCI Inc. August 1999 - Present
The Chase Manhattan Bank December 1996 - August 1999
Skills
Hedge Funds, Risk Management, Investments, Capital Markets, Alternative Investments
Education
The University of Texas at Austin 1990 — 1995
Finance
MSCI Inc. August 1999 - Present
The Chase Manhattan Bank December 1996 - August 1999
Skills
Hedge Funds, Risk Management, Investments, Capital Markets, Alternative Investments
Education
The University of Texas at Austin 1990 — 1995
Finance
Shawn Clymer Shawn Clymer's The Chase Manhattan Bank Experience August 2001 - March 2004
Job
Industry Restaurants
Experience
Chipotle Mexican Grill May 2013 - Present
Advanced Healthcare Partners August 2011 - May 2013
Laser Spine Institute August 2010 - October 2011
Laser Spine Institute August 2008 - August 2010
Laser Spine Institute January 2007 - August 2008
Chipotle Mexican Grill April 2004 - January 2007
The Clubhouse Restaurant October 1999 - April 2004
The Chase Manhattan Bank August 2001 - March 2004
Skills
Leadership, Strategy, Business Development, Management, Sales, Marketing, Training, Sales Operations, Sales Management, Process Improvement, Recruiting, Management Consulting, Healthcare, Strategic Planning, Sales Process, Analytics, Coaching, Project Planning, Analysis, Retail, Team Management, Time Management, Business Strategy, Market Research, Forecasting, Data Analysis, Operations Management, CRM, Business Process..., Team Building, Competitive Analysis, Interviews, Budgets, Direct Marketing, Sales Rep Training, Hands-on Training, P&L Responsibility, Account Management, Marketing Strategy, Risk Management, New Business Development, Call Centers, Direct Sales, Online Marketing, Start-ups, Cross-functional Team..., Lead Generation, Restaurants, Restaurant Management
Education
The Ohio State University Fisher College of Business 1997 — 2001
BSBA, Marketing; International Business
Chipotle Mexican Grill May 2013 - Present
Advanced Healthcare Partners August 2011 - May 2013
Laser Spine Institute August 2010 - October 2011
Laser Spine Institute August 2008 - August 2010
Laser Spine Institute January 2007 - August 2008
Chipotle Mexican Grill April 2004 - January 2007
The Clubhouse Restaurant October 1999 - April 2004
The Chase Manhattan Bank August 2001 - March 2004
Skills
Leadership, Strategy, Business Development, Management, Sales, Marketing, Training, Sales Operations, Sales Management, Process Improvement, Recruiting, Management Consulting, Healthcare, Strategic Planning, Sales Process, Analytics, Coaching, Project Planning, Analysis, Retail, Team Management, Time Management, Business Strategy, Market Research, Forecasting, Data Analysis, Operations Management, CRM, Business Process..., Team Building, Competitive Analysis, Interviews, Budgets, Direct Marketing, Sales Rep Training, Hands-on Training, P&L Responsibility, Account Management, Marketing Strategy, Risk Management, New Business Development, Call Centers, Direct Sales, Online Marketing, Start-ups, Cross-functional Team..., Lead Generation, Restaurants, Restaurant Management
Education
The Ohio State University Fisher College of Business 1997 — 2001
BSBA, Marketing; International Business
Carlos Rohm's The Chase Manhattan Bank Experience 1995 - 1998
Job CEO at LCA Capital
Industry Financial Services
Experience
LCA Capital April 2008 - Present
HSM Group 2003 - March 2008
JP Morgan Partners June 1998 - February 2003
The Chase Manhattan Bank 1995 - 1998
Skills
Private Equity, Venture Capital, Investments, Portfolio Management, Negotiation, Asset Management, Leadership Development, Latin America, Financial Structuring, Business Strategy, Entrepreneurship, Start-ups, Management Consulting, Business Planning, Strategy
Education
Universidad de 'San Andrés' 1990 — 1994
BA, Business, economics
LCA Capital April 2008 - Present
HSM Group 2003 - March 2008
JP Morgan Partners June 1998 - February 2003
The Chase Manhattan Bank 1995 - 1998
Skills
Private Equity, Venture Capital, Investments, Portfolio Management, Negotiation, Asset Management, Leadership Development, Latin America, Financial Structuring, Business Strategy, Entrepreneurship, Start-ups, Management Consulting, Business Planning, Strategy
Education
Universidad de 'San Andrés' 1990 — 1994
BA, Business, economics
Edward Rich's The Chase Manhattan Bank Experience January 1992 - August 1994
Job
Industry Financial Services
Experience
Silver Rail Property Management, LLC June 2003 - September 2014
Available Spaces, LLC June 2003 - September 2014
Bear Stearns February 2001 - June 2003
JPMorgan Chase August 1994 - February 2001
The Chase Manhattan Bank January 1992 - August 1994
Union Carbide May 1990 - January 1992
Skills
Asset Managment, Accountants, Contractors, Trading, Financial Risk, Managerial Finance, Valuation, Financial Structuring, Private Equity, Investments, Real Estate Economics, Due Diligence, Capital Markets, Capital, Portfolio Management, Equities, Financial Modeling, Investor Relations, Investment Banking, Asset Allocation, Asset Management, Financial Services, Project Management, Bonds
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
MBA, Finance & Economics
The University of Connecticut 1986 — 1990
BS, Chemical Engineering
Silver Rail Property Management, LLC June 2003 - September 2014
Available Spaces, LLC June 2003 - September 2014
Bear Stearns February 2001 - June 2003
JPMorgan Chase August 1994 - February 2001
The Chase Manhattan Bank January 1992 - August 1994
Union Carbide May 1990 - January 1992
Skills
Asset Managment, Accountants, Contractors, Trading, Financial Risk, Managerial Finance, Valuation, Financial Structuring, Private Equity, Investments, Real Estate Economics, Due Diligence, Capital Markets, Capital, Portfolio Management, Equities, Financial Modeling, Investor Relations, Investment Banking, Asset Allocation, Asset Management, Financial Services, Project Management, Bonds
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
MBA, Finance & Economics
The University of Connecticut 1986 — 1990
BS, Chemical Engineering
Bob Brender's The Chase Manhattan Bank Experience June 1970 - February 1971
Job Owner, ComSpec International Inc.
Industry Computer Software
Experience
ComSpec International Inc. September 1985 - Present
ComSpec 1985 - Present
Merit Systems 1975 - 1985
Criminal Justice Institute September 1975 - June 1976
The Criminal Justice Institute March 1974 - August 1975
Manufacturers National Bank (now Comerica) February 1971 - February 1974
The Chase Manhattan Bank June 1970 - February 1971
Skills
Administration, ERP, E-learning, Staff Development, Strategic Planning, System Administration
Education
University of Detroit Mercy 1973 — 1978
MBA, Public Administration
Wayne State University 1966 — 1970
BS, Business
ComSpec International Inc. September 1985 - Present
ComSpec 1985 - Present
Merit Systems 1975 - 1985
Criminal Justice Institute September 1975 - June 1976
The Criminal Justice Institute March 1974 - August 1975
Manufacturers National Bank (now Comerica) February 1971 - February 1974
The Chase Manhattan Bank June 1970 - February 1971
Skills
Administration, ERP, E-learning, Staff Development, Strategic Planning, System Administration
Education
University of Detroit Mercy 1973 — 1978
MBA, Public Administration
Wayne State University 1966 — 1970
BS, Business
Gregory Brinkworth's The Chase Manhattan Bank Experience 1988 - 1991
Job Systems Director at Prudential Financial
Industry Information Technology and Services
Experience
Prudential Financial October 1997 - Present
JP Morgan 1991 - 1995
The Chase Manhattan Bank 1988 - 1991
Skills
Vendor Management, Process Improvement, Business Analysis, IT Strategy, SDLC, Project Portfolio..., Business Process..., System Administration, IT Management, Disaster Recovery, Integration, Program Management, Enterprise Architecture, Management
Education
University at Albany, SUNY 1983 — 1987
Prudential Financial October 1997 - Present
JP Morgan 1991 - 1995
The Chase Manhattan Bank 1988 - 1991
Skills
Vendor Management, Process Improvement, Business Analysis, IT Strategy, SDLC, Project Portfolio..., Business Process..., System Administration, IT Management, Disaster Recovery, Integration, Program Management, Enterprise Architecture, Management
Education
University at Albany, SUNY 1983 — 1987
Robert S. Dowling's The Chase Manhattan Bank Experience 1988 - 1992
Job President, City Investing, Ltd.
Industry Investment Banking
Experience
City Investing Ltd. January 2009 - Present
Banc of America Securities LLC 1996 - December 2008
Bank of America 1996 - 2008
Citi Group 1992 - 1995
The Chase Manhattan Bank 1988 - 1992
Education
University of Southern California - Marshall School of Business 1984 — 1985
University of California, Los Angeles 1979 — 1983
BA, English Literature
City Investing Ltd. January 2009 - Present
Banc of America Securities LLC 1996 - December 2008
Bank of America 1996 - 2008
Citi Group 1992 - 1995
The Chase Manhattan Bank 1988 - 1992
Education
University of Southern California - Marshall School of Business 1984 — 1985
University of California, Los Angeles 1979 — 1983
BA, English Literature
Anne Zybowski's The Chase Manhattan Bank Experience 1993 - 1995
Job Vice President at Kantar Retail
Industry Retail
Experience
Kantar Retail 2012 - Present
Kantar Retail 2004 - July 2012
Stern Stewart 1997 - 2002
The Chase Manhattan Bank 1993 - 1995
Skills
Digital Strategy, Strategy Development, Shopper Insights, Online Research, Shopper Marketing, Retail, Customer Insight, Marketing Strategy, FMCG, Segmentation, E-commerce, Competitive Analysis, Strategy, Digital Marketing, Market Research, Social Media, Analytics
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1995 — 1997
MBA, Finance, Corporate Accounting, International Management
The Johns Hopkins University 1989 — 1993
Bachelor of Arts, Economics, Psychology, Math
Kantar Retail 2012 - Present
Kantar Retail 2004 - July 2012
Stern Stewart 1997 - 2002
The Chase Manhattan Bank 1993 - 1995
Skills
Digital Strategy, Strategy Development, Shopper Insights, Online Research, Shopper Marketing, Retail, Customer Insight, Marketing Strategy, FMCG, Segmentation, E-commerce, Competitive Analysis, Strategy, Digital Marketing, Market Research, Social Media, Analytics
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1995 — 1997
MBA, Finance, Corporate Accounting, International Management
The Johns Hopkins University 1989 — 1993
Bachelor of Arts, Economics, Psychology, Math
Rebecca Aills's The Chase Manhattan Bank Experience 1997 - 2000
Job Global Change and Relationship Manager
Industry Oil & Energy
Experience
Shell Information Technology International September 2008 - Present
SHELL INFORMATION TECHNOLOGY INTERNATIONAL January 2008 - Present
Shell International Exploration and Productions December 2006 - September 2008
SHELL INTERNATIONAL EXPLORATION AND December 2006 - September 2008
Shell International LTD. August 2003 - December 2006
SHELL REAL ESTATE SERVICES February 2001 - December 2006
Shell Oil Company 2001 - 2003
CHASE MANHATTAN BANK January 1998 - January 2000
The Chase Manhattan Bank 1997 - 2000
Corporate Travel Services January 1997 - January 1998
Skills
Change Management, Engagement, Business Process, Organizational Change, Change
Education
The University of Texas at Austin
Journalism
Shell Information Technology International September 2008 - Present
SHELL INFORMATION TECHNOLOGY INTERNATIONAL January 2008 - Present
Shell International Exploration and Productions December 2006 - September 2008
SHELL INTERNATIONAL EXPLORATION AND December 2006 - September 2008
Shell International LTD. August 2003 - December 2006
SHELL REAL ESTATE SERVICES February 2001 - December 2006
Shell Oil Company 2001 - 2003
CHASE MANHATTAN BANK January 1998 - January 2000
The Chase Manhattan Bank 1997 - 2000
Corporate Travel Services January 1997 - January 1998
Skills
Change Management, Engagement, Business Process, Organizational Change, Change
Education
The University of Texas at Austin
Journalism
Derek Lian's The Chase Manhattan Bank Experience 1994 - 1994
Job Consultant at NetApp
Industry Computer Hardware
Experience
NetApp 2002 - Present
SGI 1996 - 2002
Cray Research 1994 - 1996
National Computer Systems 1994 - 1995
The Chase Manhattan Bank 1994 - 1994
National University Hospital 1990 - 1994
Skills
NetApp, SAN, NAS, Servers, Storage, Storage Virtualization, Virtualization, Storage Area Networks, Storage Architecture, Data Center, Brocade, High Availability, Storage Management, Enterprise Storage, Unix, Linux, Cloud Computing, Solaris, Disaster Recovery, Cluster, iSCSI, Storage Solutions
Education
University of Alberta 1983 — 1987
BSC, Math
Cambridge International 1981 — 1982
St. Patricks
NetApp 2002 - Present
SGI 1996 - 2002
Cray Research 1994 - 1996
National Computer Systems 1994 - 1995
The Chase Manhattan Bank 1994 - 1994
National University Hospital 1990 - 1994
Skills
NetApp, SAN, NAS, Servers, Storage, Storage Virtualization, Virtualization, Storage Area Networks, Storage Architecture, Data Center, Brocade, High Availability, Storage Management, Enterprise Storage, Unix, Linux, Cloud Computing, Solaris, Disaster Recovery, Cluster, iSCSI, Storage Solutions
Education
University of Alberta 1983 — 1987
BSC, Math
Cambridge International 1981 — 1982
St. Patricks
Joe Rosovitz's The Chase Manhattan Bank Experience November 1988 - April 1991
Job President at Sonus Veritas, Inc.
Industry Electrical/Electronic Manufacturing
Experience
Sonus Veritas, Inc. May 2009 - Present
Serious Hi Fi, Inc. July 1999 - Present
Eduprise 2000 - 2002
Performaworks 2000 - 2001
Vanstar April 1998 - January 2000
Duke University - Fuqua School of Business June 1997 - April 1998
GlaxoWellcome March 1996 - June 1997
Sallie Mae May 1991 - March 1996
The Chase Manhattan Bank November 1988 - April 1991
Skills
Product Management, Consumer Electronics, Project Management, Marketing Strategy, Business Planning, Product Development, Engineering, Sales Management, Electronics, Business Strategy, Competitive Analysis, Cross-functional Team..., Budgets, Product Marketing, Integration, Strategic Planning, Negotiation, New Business Development, Sound, Management, Customer Service, Troubleshooting, Solution Selling, Manufacturing, Start-ups, Program Management, Key Account Management, Strategic Partnerships, Leadership, Account Management, B2B, Strategy, Process Improvement, Operations Management, Business Development, Sales Operations, Team Building, Team Leadership
Education
University of Dayton 1983 — 1987
St. Pete Catholic
Sonus Veritas, Inc. May 2009 - Present
Serious Hi Fi, Inc. July 1999 - Present
Eduprise 2000 - 2002
Performaworks 2000 - 2001
Vanstar April 1998 - January 2000
Duke University - Fuqua School of Business June 1997 - April 1998
GlaxoWellcome March 1996 - June 1997
Sallie Mae May 1991 - March 1996
The Chase Manhattan Bank November 1988 - April 1991
Skills
Product Management, Consumer Electronics, Project Management, Marketing Strategy, Business Planning, Product Development, Engineering, Sales Management, Electronics, Business Strategy, Competitive Analysis, Cross-functional Team..., Budgets, Product Marketing, Integration, Strategic Planning, Negotiation, New Business Development, Sound, Management, Customer Service, Troubleshooting, Solution Selling, Manufacturing, Start-ups, Program Management, Key Account Management, Strategic Partnerships, Leadership, Account Management, B2B, Strategy, Process Improvement, Operations Management, Business Development, Sales Operations, Team Building, Team Leadership
Education
University of Dayton 1983 — 1987
St. Pete Catholic
Gregory Oberholtzer's The Chase Manhattan Bank Experience 1991 - 1993
Job Partner at Ranieri Partners
Industry Venture Capital & Private Equity
Experience
Ranieri Partners 2007 - Present
WP Global Partners May 2005 - Present
WestLB Asset Management April 2000 - May 2005
Forstmann Leff International 1997 - 2000
The Chase Manhattan Bank 1991 - 1993
Dominick & Dominick LLC 1988 - 1991
E F Hutton March 1985 - October 1986
Skills
Private Equity, Alternative Investments, Venture Capital, Hedge Funds, Investments, Asset Managment, Fund Of Funds, Due Diligence, Equities, Mezzanine, Private Placements, Investment Banking, Valuation, Mergers, Portfolio Management, Emerging Markets, Capital Markets, Investor Relations, Buyouts, Financial Modeling
Education
The George Washington University 1980 — 1983
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Ranieri Partners 2007 - Present
WP Global Partners May 2005 - Present
WestLB Asset Management April 2000 - May 2005
Forstmann Leff International 1997 - 2000
The Chase Manhattan Bank 1991 - 1993
Dominick & Dominick LLC 1988 - 1991
E F Hutton March 1985 - October 1986
Skills
Private Equity, Alternative Investments, Venture Capital, Hedge Funds, Investments, Asset Managment, Fund Of Funds, Due Diligence, Equities, Mezzanine, Private Placements, Investment Banking, Valuation, Mergers, Portfolio Management, Emerging Markets, Capital Markets, Investor Relations, Buyouts, Financial Modeling
Education
The George Washington University 1980 — 1983
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Ted Mermel's The Chase Manhattan Bank Experience 2000 - 2001
Job VP at Societe Generale
Industry Financial Services
Experience
HSBC 2010 - 2011
CIBC World Markets 2009 - 2010
JP Morgan Chase 2006 - 2008
JP Morgan 2001 - 2005
The Chase Manhattan Bank 2000 - 2001
American Express Bank 1998 - 1999
Skills
FX, FX Options, FX Hedging, Derivatives, Commodities, Structured Products, Fixed Income, Credit Derivatives, Equity Derivatives, FASB 133, Hedge Funds, Alternative Investments, ISDA, Real Money, Asset Management, Volatility Arbitrage, Emerging Markets, Currency, Financial Markets, Structuring, Swaps, Interest Rate..., Hedging, Options, Capital Markets, Series 7, Series 63, Investment Strategies, Quantitative Finance, Global Macro, VBA, Trading Strategies, Interest Rate Risk..., Commodity, Bloomberg, Financial Engineering, FX trading, Bloomberg Terminal, Volatility, CDS, Communicator, Rates, Bonds, Interest Rate Swaps, Financial Structuring, Equities, Corporate Finance, Investments, Risk Management, Client Relations Skills
Education
The George Washington University - School of Business 1996 — 2000
BBA, Concentration in Finance
HSBC 2010 - 2011
CIBC World Markets 2009 - 2010
JP Morgan Chase 2006 - 2008
JP Morgan 2001 - 2005
The Chase Manhattan Bank 2000 - 2001
American Express Bank 1998 - 1999
Skills
FX, FX Options, FX Hedging, Derivatives, Commodities, Structured Products, Fixed Income, Credit Derivatives, Equity Derivatives, FASB 133, Hedge Funds, Alternative Investments, ISDA, Real Money, Asset Management, Volatility Arbitrage, Emerging Markets, Currency, Financial Markets, Structuring, Swaps, Interest Rate..., Hedging, Options, Capital Markets, Series 7, Series 63, Investment Strategies, Quantitative Finance, Global Macro, VBA, Trading Strategies, Interest Rate Risk..., Commodity, Bloomberg, Financial Engineering, FX trading, Bloomberg Terminal, Volatility, CDS, Communicator, Rates, Bonds, Interest Rate Swaps, Financial Structuring, Equities, Corporate Finance, Investments, Risk Management, Client Relations Skills
Education
The George Washington University - School of Business 1996 — 2000
BBA, Concentration in Finance
Rob Branthover's The Chase Manhattan Bank Experience September 1989 - July 1998
Job Managing Director Mortgage Industry Advisory Corporation
Industry Financial Services
Experience
Mortgage Industry Advisory Company September 2004 - Present
Lehman Brothers June 2003 - September 2004
Chase Home Finance January 1998 - June 2003
JPMorgan: Chase Home Finance 1998 - 2003
The Chase Manhattan Bank September 1989 - July 1998
JPMorgan Chase 1989 - 1997
Skills
Credit, Fixed Income, Mortgage Lending, Investment Banking, Securities, Secondary Market, Mortgage Banking, Residential Mortgages, Portfolio Management, ALM, MBS, Treasury, Banking, Risk Management, Loans, Securitization, Valuation, Capital Markets, Asset Management, Business Analysis, Derivatives, Credit Analysis, Investments, Loan Origination, Credit Risk, Structured Finance, Equities, Trading, Financial Modeling, Quantitative Finance, Bloomberg, Financial Structuring, Bonds
Education
University of Maryland College Park 1983 — 1987
BS, Finance
C.W. Woodward High School 1979 — 1982
Mortgage Industry Advisory Company September 2004 - Present
Lehman Brothers June 2003 - September 2004
Chase Home Finance January 1998 - June 2003
JPMorgan: Chase Home Finance 1998 - 2003
The Chase Manhattan Bank September 1989 - July 1998
JPMorgan Chase 1989 - 1997
Skills
Credit, Fixed Income, Mortgage Lending, Investment Banking, Securities, Secondary Market, Mortgage Banking, Residential Mortgages, Portfolio Management, ALM, MBS, Treasury, Banking, Risk Management, Loans, Securitization, Valuation, Capital Markets, Asset Management, Business Analysis, Derivatives, Credit Analysis, Investments, Loan Origination, Credit Risk, Structured Finance, Equities, Trading, Financial Modeling, Quantitative Finance, Bloomberg, Financial Structuring, Bonds
Education
University of Maryland College Park 1983 — 1987
BS, Finance
C.W. Woodward High School 1979 — 1982
Luiz Fernando Beltreschi's The Chase Manhattan Bank Experience 1994 - 1997
Job Trader
Industry Financial Services
Experience
Balyasny Asset Management L.P. August 2014 - Present
BNP Paribas July 2010 - February 2014
Deutsche Bank June 2001 - July 2010
JP Morgan June 2000 - June 2001
Goldman Sachs June 1999 - August 1999
The Chase Manhattan Bank 1994 - 1997
Skills
FX Options, Derivatives, Fixed Income, Emerging Markets, Hedge Funds, Structured Products, Financial Markets, Trading, Portfolio Management, Investment Banking, Options, Credit Derivatives, Capital Markets, Equity Derivatives, Interest Rate..., Investments, Structured Finance, Hedging
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA), International Finance, Economics
Universidade de São Paulo 1988 — 1994
BS, Mechanical Engineering
Balyasny Asset Management L.P. August 2014 - Present
BNP Paribas July 2010 - February 2014
Deutsche Bank June 2001 - July 2010
JP Morgan June 2000 - June 2001
Goldman Sachs June 1999 - August 1999
The Chase Manhattan Bank 1994 - 1997
Skills
FX Options, Derivatives, Fixed Income, Emerging Markets, Hedge Funds, Structured Products, Financial Markets, Trading, Portfolio Management, Investment Banking, Options, Credit Derivatives, Capital Markets, Equity Derivatives, Interest Rate..., Investments, Structured Finance, Hedging
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA), International Finance, Economics
Universidade de São Paulo 1988 — 1994
BS, Mechanical Engineering
Andrea Picott's The Chase Manhattan Bank Experience 1996 - 1997
Job MD, Loan Syndications Sales & Distribution at Capital One
Industry Banking
Experience
Capital One March 2015 - Present
Societe Generale October 2010 - February 2015
Royal Bank of Scotland August 2002 - September 2010
WestLB 1997 - 2002
The Chase Manhattan Bank 1996 - 1997
Fleet National Bank 1994 - 1996
Skills
Series 7, Infrastructure, Project Finance, Renewable Energy, Commodity, Loans, Syndications, Financial Markets, Structured Finance, Energy, Credit, Capital Markets, Investment Banking, Financial Structuring, Trading
Education
Trinity College-Hartford 1990 — 1994
BA, English Literature
Groton School 1987 — 1990
Capital One March 2015 - Present
Societe Generale October 2010 - February 2015
Royal Bank of Scotland August 2002 - September 2010
WestLB 1997 - 2002
The Chase Manhattan Bank 1996 - 1997
Fleet National Bank 1994 - 1996
Skills
Series 7, Infrastructure, Project Finance, Renewable Energy, Commodity, Loans, Syndications, Financial Markets, Structured Finance, Energy, Credit, Capital Markets, Investment Banking, Financial Structuring, Trading
Education
Trinity College-Hartford 1990 — 1994
BA, English Literature
Groton School 1987 — 1990
Margie Jean's The Chase Manhattan Bank Experience 1993 - 2005
Job Director at New York Life
Industry Insurance
Experience
New York Life QA ManagerNew York Life Insurance Company2006 - Present
The Chase Manhattan Bank 1993 - 2005
JPMorgan Chase 1992 - 2005
Skills
SDLC, Project Management, Insurance, Visio, Program Management, User Acceptance Testing, Software Project..., Banking, Software Documentation, Requirements Gathering, Agile Methodologies, Quality Center, Business Requirements, Business Analysis, SharePoint, Software Quality..., Process Improvement, Call Centers, Management, Test Planning, Requirements Analysis, Quality Assurance, Financial Services
Education
University of Florida
New York Life QA ManagerNew York Life Insurance Company2006 - Present
The Chase Manhattan Bank 1993 - 2005
JPMorgan Chase 1992 - 2005
Skills
SDLC, Project Management, Insurance, Visio, Program Management, User Acceptance Testing, Software Project..., Banking, Software Documentation, Requirements Gathering, Agile Methodologies, Quality Center, Business Requirements, Business Analysis, SharePoint, Software Quality..., Process Improvement, Call Centers, Management, Test Planning, Requirements Analysis, Quality Assurance, Financial Services
Education
University of Florida
Luis F. Rojas's The Chase Manhattan Bank Experience 1984 - 1996
Job Learning & Development and HR Effectiveness Leader, Consumer Lending Group
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
Wells Fargo January 2014 - August 2014
HSBC October 2011 - December 2013
HSBC August 2009 - October 2011
HSBC August 2007 - August 2009
Standard Chartered Bank 2006 - 2007
Standard Chartered Bank January 2004 - August 2006
Standard Chartered Bank 2006 - 2006
Standard Chartered Bank 1999 - 2003
The Chase Manhattan Bank 1984 - 1996
Skills
Strategy, Change Management, Process Engineering, Banking, Relationship Management, Business Strategy, Management, Portfolio Management, Risk Management, Business Relationship..., Data Analysis, Financial Risk, Performance Management, Product Management, Retail Banking, Leadership, Commercial Banking, Coaching, Employee Engagement, Integration, Talent Management, Analytics, Program Management, Executive Management, Training, Business Development, Business Planning, Human Resources, Investment Banking, Business Process..., Financial Services, Governance, Mergers & Acquisitions, Credit Risk, Analysis, Project Planning, Outsourcing, Finance, Personnel Management
Education
University of Miami 1983 — 1984
Master's Degree, Information Systems
University of Miami 1980 — 1983
Bachelor's Degree, Chemistry
Wells Fargo August 2014 - Present
Wells Fargo January 2014 - August 2014
HSBC October 2011 - December 2013
HSBC August 2009 - October 2011
HSBC August 2007 - August 2009
Standard Chartered Bank 2006 - 2007
Standard Chartered Bank January 2004 - August 2006
Standard Chartered Bank 2006 - 2006
Standard Chartered Bank 1999 - 2003
The Chase Manhattan Bank 1984 - 1996
Skills
Strategy, Change Management, Process Engineering, Banking, Relationship Management, Business Strategy, Management, Portfolio Management, Risk Management, Business Relationship..., Data Analysis, Financial Risk, Performance Management, Product Management, Retail Banking, Leadership, Commercial Banking, Coaching, Employee Engagement, Integration, Talent Management, Analytics, Program Management, Executive Management, Training, Business Development, Business Planning, Human Resources, Investment Banking, Business Process..., Financial Services, Governance, Mergers & Acquisitions, Credit Risk, Analysis, Project Planning, Outsourcing, Finance, Personnel Management
Education
University of Miami 1983 — 1984
Master's Degree, Information Systems
University of Miami 1980 — 1983
Bachelor's Degree, Chemistry
Betsey Krause's The Chase Manhattan Bank Experience 1985 - 1987
Job Corporate Compliance Manager at Lake Shore Cryotronics
Industry Electrical/Electronic Manufacturing
Experience
FBI- CCAAA (Cincinnati Citizen's Academy Alumni Association): March 2015 - Present
Lake Shore Cryotronics 1996 - Present
OIH, Inc 1988 - 1991
The Chase Manhattan Bank 1985 - 1987
Skills
Policy, Compliance, Continuous Improvement, Strategic Planning, Root Cause Analysis, Regulations, Ethics, EHS, Risk Management, Nonprofits
Education
The Ohio State University - The Max M. Fisher College of Business 1983 — 1985
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1976 — 1980
BSBA, Operations Management
Wicklander Zulawski Interview & Interrogation Technique (Basic & Advanced)
FBI- CCAAA (Cincinnati Citizen's Academy Alumni Association): March 2015 - Present
Lake Shore Cryotronics 1996 - Present
OIH, Inc 1988 - 1991
The Chase Manhattan Bank 1985 - 1987
Skills
Policy, Compliance, Continuous Improvement, Strategic Planning, Root Cause Analysis, Regulations, Ethics, EHS, Risk Management, Nonprofits
Education
The Ohio State University - The Max M. Fisher College of Business 1983 — 1985
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1976 — 1980
BSBA, Operations Management
Wicklander Zulawski Interview & Interrogation Technique (Basic & Advanced)
Christine Fossaceca's The Chase Manhattan Bank Experience 1988 - 1991
Job Global WorkLife Solutions Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase Work-Life DirectorJ.P. Morgan2001 - Present
JPMorganChase 1988 - Present
JP Morgan Chase 1988 - 2008
The Chase Manhattan Bank 1988 - 1991
Education
The New School 1994 — 1996
University at Buffalo 1984 — 1988
BA, Social Science
JPMorgan Chase Work-Life DirectorJ.P. Morgan2001 - Present
JPMorganChase 1988 - Present
JP Morgan Chase 1988 - 2008
The Chase Manhattan Bank 1988 - 1991
Education
The New School 1994 — 1996
University at Buffalo 1984 — 1988
BA, Social Science
Robert Ripp's The Chase Manhattan Bank Experience September 1984 - May 1998
Job Executive Director at Morgan Stanely
Industry Real Estate
Experience
Morgan Stanely ChairmanTown of Huntington Economic Development Corp.2003 - 2009
American International Group May 2003 - July 2007
AIG 2003 - 2007
Ernst & Young May 1998 - May 2003
The Chase Manhattan Bank September 1984 - May 1998
JPMorgan Chase 1985 - 1998
Education
University at Buffalo 1980 — 1984
Morgan Stanely ChairmanTown of Huntington Economic Development Corp.2003 - 2009
American International Group May 2003 - July 2007
AIG 2003 - 2007
Ernst & Young May 1998 - May 2003
The Chase Manhattan Bank September 1984 - May 1998
JPMorgan Chase 1985 - 1998
Education
University at Buffalo 1980 — 1984
Gail Sheldon's The Chase Manhattan Bank Experience April 1989 - May 1993
Job Marketing Consultant/Contractor at Available for work
Industry Financial Services
Experience
Available for work August 2008 - Present
Bank of America February 2008 - July 2008
Fidelity Investments June 2006 - January 2008
Scudder Investments May 1993 - June 2002
The Chase Manhattan Bank April 1989 - May 1993
Education
University at Albany, SUNY 1979 — 1982
Available for work August 2008 - Present
Bank of America February 2008 - July 2008
Fidelity Investments June 2006 - January 2008
Scudder Investments May 1993 - June 2002
The Chase Manhattan Bank April 1989 - May 1993
Education
University at Albany, SUNY 1979 — 1982
Ronald Latz's The Chase Manhattan Bank Experience September 1985 - September 1989
Job Managing Director in Financial Services and Insurance
Industry Financial Services
Experience
AIG September 1989 - Present
The Chase Manhattan Bank September 1985 - September 1989
Arthur Andersen & Co. August 1979 - September 1985
Skills
Capital Markets, Derivatives, Equities, Alternative Investments, Fixed Income, Asset Management, Investment Banking, Valuation, Investments, Due Diligence, Options, Mergers & Acquisitions, Securities, Budgets, Financial Reporting, Hedge Funds, Financial Services, Asset Managment, Corporate Finance, Financial Modeling, Risk Management, Risk Assessment
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1975 — 1979
BS, Accounting
AIG September 1989 - Present
The Chase Manhattan Bank September 1985 - September 1989
Arthur Andersen & Co. August 1979 - September 1985
Skills
Capital Markets, Derivatives, Equities, Alternative Investments, Fixed Income, Asset Management, Investment Banking, Valuation, Investments, Due Diligence, Options, Mergers & Acquisitions, Securities, Budgets, Financial Reporting, Hedge Funds, Financial Services, Asset Managment, Corporate Finance, Financial Modeling, Risk Management, Risk Assessment
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1975 — 1979
BS, Accounting
Cynthia Bender's The Chase Manhattan Bank Experience January 1992 - July 1999
Job Senior Project Manager Card Digital Team
Industry Financial Services
Experience
Chase Card Services March 2013 - Present
Chase Card Services January 2012 - February 2013
JP Morgan Chase November 2007 - December 2011
Bank One/JPMorgan Chase January 2003 - November 2007
First USA/Bank One July 1999 - January 2003
The Chase Manhattan Bank January 1992 - July 1999
The Chase Manhattan Bank September 1986 - December 1991
Skills
SDLC, Business Analysis, Requirements Analysis, Agile Methodologies, Integration, Quality Assurance, Project Management, Waterfall, Testing, Cross-functional Team..., Process Engineering, Requirements Gathering, Business Requirements, Vendor Management, Credit Cards, User Acceptance Testing, Visio, PMO, Process Improvement, Software Project..., PMP, Management, Project Portfolio..., Scrum, Delegation, Teamwork, Project Delivery, Risk Management, Resource Management, Business Process...
Education
University of Delaware 1984 — 1988
Bachelor of Arts, English with concentration in Technical Writing
Chase Card Services March 2013 - Present
Chase Card Services January 2012 - February 2013
JP Morgan Chase November 2007 - December 2011
Bank One/JPMorgan Chase January 2003 - November 2007
First USA/Bank One July 1999 - January 2003
The Chase Manhattan Bank January 1992 - July 1999
The Chase Manhattan Bank September 1986 - December 1991
Skills
SDLC, Business Analysis, Requirements Analysis, Agile Methodologies, Integration, Quality Assurance, Project Management, Waterfall, Testing, Cross-functional Team..., Process Engineering, Requirements Gathering, Business Requirements, Vendor Management, Credit Cards, User Acceptance Testing, Visio, PMO, Process Improvement, Software Project..., PMP, Management, Project Portfolio..., Scrum, Delegation, Teamwork, Project Delivery, Risk Management, Resource Management, Business Process...
Education
University of Delaware 1984 — 1988
Bachelor of Arts, English with concentration in Technical Writing
Keith Delaney's The Chase Manhattan Bank Experience May 2000 - August 2007
Job Data Analyst at OwnerIQ, Inc.
Industry Financial Services
Experience
OwnerIQ, Inc. January 2008 - Present
The Chase Manhattan Bank May 2000 - August 2007
The Chase Manhattan Bank February 1997 - April 2000
Education
The Johns Hopkins University 1991 — 1995
OwnerIQ, Inc. January 2008 - Present
The Chase Manhattan Bank May 2000 - August 2007
The Chase Manhattan Bank February 1997 - April 2000
Education
The Johns Hopkins University 1991 — 1995
Seth Brener's The Chase Manhattan Bank Experience 1986 - 2000
Job Director at Deutsche Bank
Industry Banking
Experience
Deutsche Bank September 2015 - Present
Deutsche Bank August 2014 - Present
Deutsche Bank New York 2000 - Present
The Chase Manhattan Bank 1986 - 2000
The Chase Manhattan Bank 1986 - 2000
Education
University of Connecticut 1982 — 1986
Deutsche Bank September 2015 - Present
Deutsche Bank August 2014 - Present
Deutsche Bank New York 2000 - Present
The Chase Manhattan Bank 1986 - 2000
The Chase Manhattan Bank 1986 - 2000
Education
University of Connecticut 1982 — 1986
Richard P. Watson's The Chase Manhattan Bank Experience 1988 - 1994
Job Division Vice President/General Manager of the East NSC at ADP
Industry Information Technology and Services
Experience
ADP September 2012 - Present
ADP March 2009 - August 2012
ADP 2006 - 2009
ADP 2002 - 2006
ADP 2000 - 2002
ADP 1994 - 2000
The Chase Manhattan Bank 1988 - 1994
Skills
BPO, Banking, Product Management, HRO, SaaS, Talent Management, Marketing, Sales Management, New Business Development, B2B, Enterprise Software, Process Improvement, Mergers & Acquisitions, Strategic Planning, Product Marketing, Management, Sales, Channel Partners, Human Resources, P&L Management, ADP Payroll, Outsourcing, Sales Process, Strategy, Solution Selling, CRM, Strategic Partnerships, Market Analysis, Account Management, Payroll, Leadership, Vendor Management, Executive Management, Business Development, Change Management
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Marketing/Marketing Management, General
University of Connecticut 1976 — 1980
BA, Dramatic Arts
ADP September 2012 - Present
ADP March 2009 - August 2012
ADP 2006 - 2009
ADP 2002 - 2006
ADP 2000 - 2002
ADP 1994 - 2000
The Chase Manhattan Bank 1988 - 1994
Skills
BPO, Banking, Product Management, HRO, SaaS, Talent Management, Marketing, Sales Management, New Business Development, B2B, Enterprise Software, Process Improvement, Mergers & Acquisitions, Strategic Planning, Product Marketing, Management, Sales, Channel Partners, Human Resources, P&L Management, ADP Payroll, Outsourcing, Sales Process, Strategy, Solution Selling, CRM, Strategic Partnerships, Market Analysis, Account Management, Payroll, Leadership, Vendor Management, Executive Management, Business Development, Change Management
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Marketing/Marketing Management, General
University of Connecticut 1976 — 1980
BA, Dramatic Arts
Don Cascini's The Chase Manhattan Bank Experience 1996 - 1999
Job Owner, Cascini and Associates
Industry Financial Services
Experience
retired Senior Vice PresidentOverture Technologies2008 - 2009
Overture Technology Corporation 2007 - 2009
Wachovia 2003 - 2005
USA GROUP\SALLIE MAE 1999 - 2001
USA GROUP/Sallie Mae (Marketing Division), 1999 - 2001
USA Funds 1999 - 2001
USA Funds Services 1999 - 2001
The Chase Manhattan Bank 1996 - 1999
Education First 1996 - 1999
Sallie Mae 1987 - 1999
Education
Thunderbird School of Global Management 1980 — 1982
retired Senior Vice PresidentOverture Technologies2008 - 2009
Overture Technology Corporation 2007 - 2009
Wachovia 2003 - 2005
USA GROUP\SALLIE MAE 1999 - 2001
USA GROUP/Sallie Mae (Marketing Division), 1999 - 2001
USA Funds 1999 - 2001
USA Funds Services 1999 - 2001
The Chase Manhattan Bank 1996 - 1999
Education First 1996 - 1999
Sallie Mae 1987 - 1999
Education
Thunderbird School of Global Management 1980 — 1982
R. Michael Beem's The Chase Manhattan Bank Experience April 2002 - May 2005
Job VP of Corporate Banking at Central Illinois Bank
Industry Executive Office
Experience
Central Illinois Bank May 2012 - Present
National Bank of Earlville April 2011 - May 2012
First Financial Bank NA February 2010 - April 2011
Commerce Bank May 2005 - April 2009
The Chase Manhattan Bank April 2002 - May 2005
Skills
Loan Origination, Commercial Banking, Retail Banking, Professional Networking, Loan Underwriting, Small Business..., Management, Sales, Sales Management, Bank Operations, Banking, Underwriting, Small Business, Customer Service, Leadership, Finance, Loans, Commercial Lending, Consumer Lending, Marketing, Training, Credit, Budgets, Strategic Planning, Portfolio Management, Financial Services, Financial Analysis, Credit Analysis, Team Building, Small Business Lending, Analysis
Education
University of Illinois at Urbana-Champaign 1992 — 1996
B.S., Communications
Findlay, High School 1989 — 1992
Diploma, College Prep
Central Illinois Bank May 2012 - Present
National Bank of Earlville April 2011 - May 2012
First Financial Bank NA February 2010 - April 2011
Commerce Bank May 2005 - April 2009
The Chase Manhattan Bank April 2002 - May 2005
Skills
Loan Origination, Commercial Banking, Retail Banking, Professional Networking, Loan Underwriting, Small Business..., Management, Sales, Sales Management, Bank Operations, Banking, Underwriting, Small Business, Customer Service, Leadership, Finance, Loans, Commercial Lending, Consumer Lending, Marketing, Training, Credit, Budgets, Strategic Planning, Portfolio Management, Financial Services, Financial Analysis, Credit Analysis, Team Building, Small Business Lending, Analysis
Education
University of Illinois at Urbana-Champaign 1992 — 1996
B.S., Communications
Findlay, High School 1989 — 1992
Diploma, College Prep
Sari Ferro's The Chase Manhattan Bank Experience 1987 - 1992
Job Vice President, Human Resources at UJAFederation of New York
Industry Nonprofit Organization Management
Experience
UJA-Federation of New York September 1999 - Present
Wolters Kluwer August 1992 - September 1999
The Chase Manhattan Bank 1987 - 1992
Skills
Strategic Planning, Diversity & Inclusion, Employee Engagement, HRIS, Policy, Union Avoidance, HR Metrics, Philanthropy, Performance Management, Talent Acquisition, Change Management, Human Capital, Organizational Design, Public Speaking, Benefits Administration, Staff Development, Affirmative Action, Training, Workshop Facilitation, Benefits Design
Education
University of Hartford 1983 — 1987
Bachelor of Arts (B.A.), Criminal Justice
The New School
Masters, Human Resource Management
UJA-Federation of New York September 1999 - Present
Wolters Kluwer August 1992 - September 1999
The Chase Manhattan Bank 1987 - 1992
Skills
Strategic Planning, Diversity & Inclusion, Employee Engagement, HRIS, Policy, Union Avoidance, HR Metrics, Philanthropy, Performance Management, Talent Acquisition, Change Management, Human Capital, Organizational Design, Public Speaking, Benefits Administration, Staff Development, Affirmative Action, Training, Workshop Facilitation, Benefits Design
Education
University of Hartford 1983 — 1987
Bachelor of Arts (B.A.), Criminal Justice
The New School
Masters, Human Resource Management
Lin Hung's The Chase Manhattan Bank Experience 1999 - 2001
Job Director of Operations at Morgan Stanley
Industry Financial Services
Experience
MorganStanley SmithBarney March 2001 - Present
The Chase Manhattan Bank 1999 - 2001
Education
University at Albany, SUNY 1984 — 1988
MorganStanley SmithBarney March 2001 - Present
The Chase Manhattan Bank 1999 - 2001
Education
University at Albany, SUNY 1984 — 1988
David Phipps's The Chase Manhattan Bank Experience 1994 - 2003
Job Director at Citi
Industry Research
Experience
Citi February 2007 - Present
The Chase Manhattan Bank 1994 - 2003
Skills
Capital Markets, Hedge Funds, Fixed Income, Investment Banking, Portfolio Management, Equities, Financial Modeling, Investments, Derivatives, Asset Management, Private Equity, Financial Risk, Credit Derivatives, Valuation, Financial Analysis, Bloomberg, Alternative Investments, Bonds, Trading, Credit Analysis, Credit, High Yield Bonds
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
Virginia Polytechnic Institute and State University 1982 — 1986
BS, Computer Science
Citi February 2007 - Present
The Chase Manhattan Bank 1994 - 2003
Skills
Capital Markets, Hedge Funds, Fixed Income, Investment Banking, Portfolio Management, Equities, Financial Modeling, Investments, Derivatives, Asset Management, Private Equity, Financial Risk, Credit Derivatives, Valuation, Financial Analysis, Bloomberg, Alternative Investments, Bonds, Trading, Credit Analysis, Credit, High Yield Bonds
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
Virginia Polytechnic Institute and State University 1982 — 1986
BS, Computer Science
Dirk Landis's The Chase Manhattan Bank Experience 1986 - 1991
Job Retired at Tatum LLC
Industry Financial Services
Experience
Tatum LLC January 2010 - Present
Tatum May 2007 - December 2009
Tatum LLC January 1999 - 2007
Mellon Bank January 1997 - February 1998
Mellon Bank 1991 - 1998
The Chase Manhattan Bank 1986 - 1991
Continental Illinois Bank 1972 - 1986
Education
University of Michigan
MBA, Finance
University of Michigan 1962 — 1966
BA, Economics
Tatum LLC January 2010 - Present
Tatum May 2007 - December 2009
Tatum LLC January 1999 - 2007
Mellon Bank January 1997 - February 1998
Mellon Bank 1991 - 1998
The Chase Manhattan Bank 1986 - 1991
Continental Illinois Bank 1972 - 1986
Education
University of Michigan
MBA, Finance
University of Michigan 1962 — 1966
BA, Economics
Sharon V. K. Neimanis's The Chase Manhattan Bank Experience July 1990 - November 2000
Job Agent at Aflac
Industry Insurance
Experience
Aflac January 2005 - Present
BNP Paribas November 2000 - April 2002
The Chase Manhattan Bank July 1990 - November 2000
Skills
FX, Employee Benefits, FX Options, Credit, Investment Banking, Mergers & Acquisitions, Financial Risk, Training, Sales, Risk Management, Credit Risk, Insurance, Derivatives, Financial Services, Health Insurance, Investments, Disability Insurance, Management, Strategic Planning, Leadership, Banking, Financial Analysis, Marketing Strategy
Education
University of Delaware 1978 — 1982
Bachelor of Science in Accounting, Minor in Business Administration, Accounting
University of Delaware - Lerner College of Business and Economics 1978 — 1982
Bachelor of Science in Accounting, Minor in Business Administration, Accounting
Aflac January 2005 - Present
BNP Paribas November 2000 - April 2002
The Chase Manhattan Bank July 1990 - November 2000
Skills
FX, Employee Benefits, FX Options, Credit, Investment Banking, Mergers & Acquisitions, Financial Risk, Training, Sales, Risk Management, Credit Risk, Insurance, Derivatives, Financial Services, Health Insurance, Investments, Disability Insurance, Management, Strategic Planning, Leadership, Banking, Financial Analysis, Marketing Strategy
Education
University of Delaware 1978 — 1982
Bachelor of Science in Accounting, Minor in Business Administration, Accounting
University of Delaware - Lerner College of Business and Economics 1978 — 1982
Bachelor of Science in Accounting, Minor in Business Administration, Accounting
Harsha Nalluri's The Chase Manhattan Bank Experience November 1998 - June 1999
Job VP at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2012 - Present
Credit Suisse July 2009 - September 2012
JP Morgan Chase/Bear Stearns & Co. July 1999 - March 2009
The Chase Manhattan Bank November 1998 - June 1999
Sigma Soft March 1997 - August 1998
VJ Info Systems 1995 - 1997
Skills
Software Project..., SOA, PMO, SDLC, Fixed Income, Investment Banking, Derivatives, Business Analysis, Oracle, Trading Systems, Vendor Management, Requirements Analysis
Education
University of Madras 1988 — 1992
BS, Electronics & Communication Engineering
HPS Begumpet
Credit Suisse 2012 - Present
Credit Suisse July 2009 - September 2012
JP Morgan Chase/Bear Stearns & Co. July 1999 - March 2009
The Chase Manhattan Bank November 1998 - June 1999
Sigma Soft March 1997 - August 1998
VJ Info Systems 1995 - 1997
Skills
Software Project..., SOA, PMO, SDLC, Fixed Income, Investment Banking, Derivatives, Business Analysis, Oracle, Trading Systems, Vendor Management, Requirements Analysis
Education
University of Madras 1988 — 1992
BS, Electronics & Communication Engineering
HPS Begumpet
Scott Page's The Chase Manhattan Bank Experience 1981 - 1985
Job VP at Eaton Vance
Industry Investment Management
Experience
Eaton Vance 1990 - Present
Dartmouth College 1988 - 1989
Citibank 1987 - 1989
The Chase Manhattan Bank 1981 - 1985
Skills
Leveraged Finance, Portfolio Management, Fixed Income, High Yield, Alternative Investments, Hedge Funds, Asset Management, Investment Banking, Investments, Structured Finance, Equities, Private Equity, Capital Markets, Mergers & Acquisitions, Emerging Markets, Valuation, Finance, Venture Capital
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
MBA, Finance, General
Williams College 1977 — 1981
BA, Political Economy
The London School of Economics and Political Science (LSE)
Eaton Vance 1990 - Present
Dartmouth College 1988 - 1989
Citibank 1987 - 1989
The Chase Manhattan Bank 1981 - 1985
Skills
Leveraged Finance, Portfolio Management, Fixed Income, High Yield, Alternative Investments, Hedge Funds, Asset Management, Investment Banking, Investments, Structured Finance, Equities, Private Equity, Capital Markets, Mergers & Acquisitions, Emerging Markets, Valuation, Finance, Venture Capital
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
MBA, Finance, General
Williams College 1977 — 1981
BA, Political Economy
The London School of Economics and Political Science (LSE)
Judy Kenley's The Chase Manhattan Bank Experience 1980 - 1984
Job Independent Management Consulting Professional
Industry Management Consulting
Experience
American Fletcher National Bank 1984 - 1986
The Chase Manhattan Bank 1980 - 1984
Sears, Roebuck and Co. 1977 - 1979
Skills
Management Consulting, Strategy
Education
Thunderbird School of Global Management 1979 — 1980
Masters in International Management
University of California, Santa Barbara 1975 — 1977
Bachelor of Arts, Economics
University of Florida 1973 — 1975
Business Administration
American Fletcher National Bank 1984 - 1986
The Chase Manhattan Bank 1980 - 1984
Sears, Roebuck and Co. 1977 - 1979
Skills
Management Consulting, Strategy
Education
Thunderbird School of Global Management 1979 — 1980
Masters in International Management
University of California, Santa Barbara 1975 — 1977
Bachelor of Arts, Economics
University of Florida 1973 — 1975
Business Administration
Susan Kominski's The Chase Manhattan Bank Experience October 1981 - 2001
Job Principal Senior Managing Director Eastern States at Butler Burgher Group
Industry Real Estate
Experience
Butler Burgher Group July 2012 - Present
BBG-Butler Burgher Group April 2009 - June 2012
LandAmerica Valuation Corp. December 2003 - April 2009
The Chase Manhattan Bank October 1981 - 2001
Skills
Real Estate, Appraisals, Valuation, Due Diligence, Real Estate Transactions, Investment Properties, Commercial Real Estate, Real Estate Economics, Loans, Mortgage Lending
Education
University of Pennsylvania 1976 — 1980
BA, Psychology
Butler Burgher Group July 2012 - Present
BBG-Butler Burgher Group April 2009 - June 2012
LandAmerica Valuation Corp. December 2003 - April 2009
The Chase Manhattan Bank October 1981 - 2001
Skills
Real Estate, Appraisals, Valuation, Due Diligence, Real Estate Transactions, Investment Properties, Commercial Real Estate, Real Estate Economics, Loans, Mortgage Lending
Education
University of Pennsylvania 1976 — 1980
BA, Psychology
Caryn Kasmanoff's The Chase Manhattan Bank Experience September 1988 - February 1999
Job Associate at Executive Search
Industry Research
Experience
Executive Search 2008 - Present
The Chase Manhattan Bank September 1988 - February 1999
New Jersey Department of Transportation 1987 - 1988
Herrick, Feinstein LLP 1984 - 1986
Westvaco Corporation 1983 - 1984
Skills
Non-profits, Talent Acquisition, Research, Recruiting, Public Policy, Strategy, Human Resources, Management Consulting, Onboarding, Career Counseling, Leadership Development, Organizational..., Program Management, Nonprofits, College Recruiting, Strategic Planning, Resume Writing, Leadership, Sourcing, Internet Recruiting, Change Management, Policy, Contract Recruitment, Marketing, Team Building, Social Networking, Employee Relations, Interviews, Temporary Placement, Corporate Social..., Training, Social Media, Talent Management, Coaching, Recruitment Advertising, Screening Resumes
Education
Rutgers University-New Brunswick, Eagleton Institute of Politics and Public Policy 1986 — 1987
M.A., Politics and Public Policy
University of Massachusetts, Amherst 1979 — 1983
B.S., Community Services
Executive Search 2008 - Present
The Chase Manhattan Bank September 1988 - February 1999
New Jersey Department of Transportation 1987 - 1988
Herrick, Feinstein LLP 1984 - 1986
Westvaco Corporation 1983 - 1984
Skills
Non-profits, Talent Acquisition, Research, Recruiting, Public Policy, Strategy, Human Resources, Management Consulting, Onboarding, Career Counseling, Leadership Development, Organizational..., Program Management, Nonprofits, College Recruiting, Strategic Planning, Resume Writing, Leadership, Sourcing, Internet Recruiting, Change Management, Policy, Contract Recruitment, Marketing, Team Building, Social Networking, Employee Relations, Interviews, Temporary Placement, Corporate Social..., Training, Social Media, Talent Management, Coaching, Recruitment Advertising, Screening Resumes
Education
Rutgers University-New Brunswick, Eagleton Institute of Politics and Public Policy 1986 — 1987
M.A., Politics and Public Policy
University of Massachusetts, Amherst 1979 — 1983
B.S., Community Services
Ohr Weinberg's The Chase Manhattan Bank Experience 1998 - 2000
Job Executive Director at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase 2010 - Present
Credit Suisse 2010 - 2010
RBC Capital Markets 2009 - 2010
Morgan Stanley 2000 - 2008
The Chase Manhattan Bank 1998 - 2000
CCH 1995 - 1998
Baseline 1988 - 1995
Education
University of Florida
BS Engineering, Computer and Information Engineering
JPMorgan Chase 2010 - Present
Credit Suisse 2010 - 2010
RBC Capital Markets 2009 - 2010
Morgan Stanley 2000 - 2008
The Chase Manhattan Bank 1998 - 2000
CCH 1995 - 1998
Baseline 1988 - 1995
Education
University of Florida
BS Engineering, Computer and Information Engineering
Paul Dickson's The Chase Manhattan Bank Experience 1993 - 1997
Job Portfolio Manager at New Mexico Bank & Trust, Fixed Income Manager, Heartland Financial
Industry Financial Services
Experience
New Mexico Bank & Trust August 2012 - Present
Weasel & Fitz March 2007 - Present
Armored Wolf, LLC October 2008 - September 2010
JP Morgan 1999 - 2005
Lehman Brothers 1997 - 1999
The Chase Manhattan Bank 1993 - 1997
Skills
Fixed Income, Emerging Markets, Economics, Investment Banking, Portfolio Management, Alternative Investments, Hedge Funds, Equities, Private Equity, Financial Markets, Valuation, Capital Markets, Securities, Commodity, Asset Management, Asset Allocation, Bloomberg, Wealth Management, Bonds, Venture Capital, Trading, FX Options, Investment Strategies, Investments, Derivatives
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1989 — 1993
MA, International Economics
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1989 — 1993
MA, Latin American Studies
The George Washington University 1984 — 1988
BA, International Relations -- Soviet Studies
New Mexico Bank & Trust August 2012 - Present
Weasel & Fitz March 2007 - Present
Armored Wolf, LLC October 2008 - September 2010
JP Morgan 1999 - 2005
Lehman Brothers 1997 - 1999
The Chase Manhattan Bank 1993 - 1997
Skills
Fixed Income, Emerging Markets, Economics, Investment Banking, Portfolio Management, Alternative Investments, Hedge Funds, Equities, Private Equity, Financial Markets, Valuation, Capital Markets, Securities, Commodity, Asset Management, Asset Allocation, Bloomberg, Wealth Management, Bonds, Venture Capital, Trading, FX Options, Investment Strategies, Investments, Derivatives
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1989 — 1993
MA, International Economics
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1989 — 1993
MA, Latin American Studies
The George Washington University 1984 — 1988
BA, International Relations -- Soviet Studies
Monique Michaud's The Chase Manhattan Bank Experience October 1998 - March 1999
Job Marketing at Unisys
Industry Information Technology and Services
Experience
Unisys April 1999 - Present
The Chase Manhattan Bank October 1998 - March 1999
Government of New Brunswick July 1978 - October 1986
Education
Université de Moncton 1976 — 1978
Unisys April 1999 - Present
The Chase Manhattan Bank October 1998 - March 1999
Government of New Brunswick July 1978 - October 1986
Education
Université de Moncton 1976 — 1978
Debra Levine (Scheff)'s The Chase Manhattan Bank Experience August 1992 - April 2001
Job Retired March 2013
Industry Construction
Experience
NYC School Construction Authority January 2006 - March 2013
NYC School Construction Authority August 2001 - January 2006
The Chase Manhattan Bank August 1992 - April 2001
JPMorgan Chase 2000 - 2001
Dean Witter November 1980 - August 1992
Skills
Contract Management, Contract Negotiation, Construction, Facilities Management, Value Engineering, Construction Management, Furniture, Procurement, Project Planning, Process Scheduler, Management, Project Management
Education
University of Cincinnati 1968 — 1974
Bachelor, Interior Design (DAAP)
Woodward HS - Cincinnati
NYC School Construction Authority January 2006 - March 2013
NYC School Construction Authority August 2001 - January 2006
The Chase Manhattan Bank August 1992 - April 2001
JPMorgan Chase 2000 - 2001
Dean Witter November 1980 - August 1992
Skills
Contract Management, Contract Negotiation, Construction, Facilities Management, Value Engineering, Construction Management, Furniture, Procurement, Project Planning, Process Scheduler, Management, Project Management
Education
University of Cincinnati 1968 — 1974
Bachelor, Interior Design (DAAP)
Woodward HS - Cincinnati
Donna Joiner's The Chase Manhattan Bank Experience 1999 - 2001
Job Manager, Investment Operations at MBM Advisors
Industry Investment Management
Experience
MBM Advisors April 2001 - Present
The Chase Manhattan Bank 1999 - 2001
Hand & Associates 1999 - 1999
Calloway & Associates 1999 - 1999
Education
The University of Texas at Arlington 1990 — 1993
Accounting
MBM Advisors April 2001 - Present
The Chase Manhattan Bank 1999 - 2001
Hand & Associates 1999 - 1999
Calloway & Associates 1999 - 1999
Education
The University of Texas at Arlington 1990 — 1993
Accounting
Karen Landini's The Chase Manhattan Bank Experience May 1991 - August 1993
Job Flannery Consulting
Industry Management Consulting
Experience
Flannery Consulting January 2011 - Present
Kenmore Middle School September 2007 - June 2009
Arthur Andersen, LLP December 1998 - October 2002
KeyCorp September 1993 - March 1998
The Chase Manhattan Bank May 1991 - August 1993
Skills
Change Management, Fundraising, Strategy, Event Planning, Management, Training, Budgets, Software Documentation, Finance, Integration, Program Management
Education
The George Washington University
B.A., Education & Human Develpment / Political Science
The George Washington University - School of Business
MBA, Finance
Flannery Consulting January 2011 - Present
Kenmore Middle School September 2007 - June 2009
Arthur Andersen, LLP December 1998 - October 2002
KeyCorp September 1993 - March 1998
The Chase Manhattan Bank May 1991 - August 1993
Skills
Change Management, Fundraising, Strategy, Event Planning, Management, Training, Budgets, Software Documentation, Finance, Integration, Program Management
Education
The George Washington University
B.A., Education & Human Develpment / Political Science
The George Washington University - School of Business
MBA, Finance
shankar goudar's The Chase Manhattan Bank Experience January 1986 - February 1992
Job cio at Carter BloodCare
Industry Health, Wellness and Fitness
Experience
Carter BloodCare March 1993 - Present
Carter BloodCare 2004 - 2008
The Chase Manhattan Bank January 1986 - February 1992
Education
The University of Texas at Arlington - College of Business 2006 — 2007
MBA
Carter BloodCare March 1993 - Present
Carter BloodCare 2004 - 2008
The Chase Manhattan Bank January 1986 - February 1992
Education
The University of Texas at Arlington - College of Business 2006 — 2007
MBA
Adam Goodfriend's The Chase Manhattan Bank Experience 1990 - 1997
Job Chief Investment Officer at The Alberleen Group
Industry Financial Services
Experience
The Alberleen Group June 2010 - Present
Platinum Gate Capital Management June 2009 - June 2010
Consumer Care Solutions January 2007 - May 2009
Airlie Group January 2003 - January 2006
Banc of America Securities January 2000 - January 2003
SG Cowen 1997 - 2000
The Chase Manhattan Bank 1990 - 1997
American Security & Trust Co. 1986 - 1988
Skills
Hedge Funds, Asset Managment, Private Equity, Capital Markets, Investment Banking, Alternative Investments, Equities, Investments, Financial Modeling, Corporate Finance, Valuation, Fixed Income
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
The Johns Hopkins University 1982 — 1986
BA, International Relations / Soviet Studies
Bronx High School of Science
The Alberleen Group June 2010 - Present
Platinum Gate Capital Management June 2009 - June 2010
Consumer Care Solutions January 2007 - May 2009
Airlie Group January 2003 - January 2006
Banc of America Securities January 2000 - January 2003
SG Cowen 1997 - 2000
The Chase Manhattan Bank 1990 - 1997
American Security & Trust Co. 1986 - 1988
Skills
Hedge Funds, Asset Managment, Private Equity, Capital Markets, Investment Banking, Alternative Investments, Equities, Investments, Financial Modeling, Corporate Finance, Valuation, Fixed Income
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
The Johns Hopkins University 1982 — 1986
BA, International Relations / Soviet Studies
Bronx High School of Science
Jeff Zeiger's The Chase Manhattan Bank Experience 1987 - 1992
Job Managing Director at Old Block Capital
Industry Financial Services
Experience
Old Block Capital April 2013 - Present
ION Trading 2011 - March 2013
Wall Street Systems 2000 - 2011
NM Rothschild & Sons 1997 - 1999
The Chase Manhattan Bank 1987 - 1992
Skills
Private Equity, Asset Management, Executive Management, Capital Markets, Corporate Development, Financial Technology, Business Transformation, Business Integration, Sales & Marketing..., Enterprise Solution...
Education
Yale University - Yale School of Management
MBA
University of Pennsylvania
BA, English, Economics
Old Block Capital April 2013 - Present
ION Trading 2011 - March 2013
Wall Street Systems 2000 - 2011
NM Rothschild & Sons 1997 - 1999
The Chase Manhattan Bank 1987 - 1992
Skills
Private Equity, Asset Management, Executive Management, Capital Markets, Corporate Development, Financial Technology, Business Transformation, Business Integration, Sales & Marketing..., Enterprise Solution...
Education
Yale University - Yale School of Management
MBA
University of Pennsylvania
BA, English, Economics
Richard Bochicchio's The Chase Manhattan Bank Experience January 1980 - October 1990
Job Managing Director at TD
Industry Financial Services
Experience
TD Bank- Asset Based Lending February 2015 - Present
Sterling National Bank July 2013 - January 2015
AloStar Business Credit October 2011 - June 2013
Seaward Partners, LLC April 2009 - October 2011
Crystal Capital April 2006 - March 2009
Back Bay Capital October 2003 - April 2006
Fleet Capital October 1994 - October 2003
Bank of Boston October 1990 - October 1994
The Chase Manhattan Bank January 1980 - October 1990
Skills
Asset Based Lending, Debt Restructuring, Working Capital..., Recapitalizations, Acquisitions, Private Equity, Middle Market, Leveraged Finance, Mergers, Corporate Finance, Restructuring, LBO, Commercial Lending, Factoring, Due Diligence, Mergers & Acquisitions, Private Placements, Capital Markets, Investment Banking, Financial Analysis, Capital, Mezzanine, Financial Structuring, Financial Modeling, Finance, Portfolio Management, Structured Finance, Valuation, Growth Capital, Credit Analysis
Education
New York University - Leonard N. Stern School of Business 1980 — 1984
MBA, Finance
University at Albany, SUNY 1976 — 1980
BS, Economics
TD Bank- Asset Based Lending February 2015 - Present
Sterling National Bank July 2013 - January 2015
AloStar Business Credit October 2011 - June 2013
Seaward Partners, LLC April 2009 - October 2011
Crystal Capital April 2006 - March 2009
Back Bay Capital October 2003 - April 2006
Fleet Capital October 1994 - October 2003
Bank of Boston October 1990 - October 1994
The Chase Manhattan Bank January 1980 - October 1990
Skills
Asset Based Lending, Debt Restructuring, Working Capital..., Recapitalizations, Acquisitions, Private Equity, Middle Market, Leveraged Finance, Mergers, Corporate Finance, Restructuring, LBO, Commercial Lending, Factoring, Due Diligence, Mergers & Acquisitions, Private Placements, Capital Markets, Investment Banking, Financial Analysis, Capital, Mezzanine, Financial Structuring, Financial Modeling, Finance, Portfolio Management, Structured Finance, Valuation, Growth Capital, Credit Analysis
Education
New York University - Leonard N. Stern School of Business 1980 — 1984
MBA, Finance
University at Albany, SUNY 1976 — 1980
BS, Economics
Cathy MacArthur's The Chase Manhattan Bank Experience 1994 - 2000
Job Managing Director at Bank of New York Mellon
Industry Banking
Experience
Bank of New York Mellon July 2007 - December 2008
JPMorgan Chase May 2005 - July 2007
Girls on the Run International 2002 - 2003
Certco 2000 - 2002
The Chase Manhattan Bank 1994 - 2000
Bankers Trust 1985 - 1994
Skills
Financial Markets, Mutual Funds, Strategy, Equities, Financial Services, Hedge Funds, Structured Finance, Derivatives, Fixed Income, Securities, Portfolio Management, Banking, Program Management, Management, Risk Management, Capital Markets, Leadership, Bonds, Investment Banking
Education
University at Buffalo
Bank of New York Mellon July 2007 - December 2008
JPMorgan Chase May 2005 - July 2007
Girls on the Run International 2002 - 2003
Certco 2000 - 2002
The Chase Manhattan Bank 1994 - 2000
Bankers Trust 1985 - 1994
Skills
Financial Markets, Mutual Funds, Strategy, Equities, Financial Services, Hedge Funds, Structured Finance, Derivatives, Fixed Income, Securities, Portfolio Management, Banking, Program Management, Management, Risk Management, Capital Markets, Leadership, Bonds, Investment Banking
Education
University at Buffalo
Jim Traner's The Chase Manhattan Bank Experience 1980 - 1989
Job Principal, Aenon, LLC
Industry Real Estate
Experience
Aenon, LLC 2000 - Present
Great Oaks January 2012 - August 2014
Wells Real Estate Funds Inc 2002 - 2006
Baita International, LLC 1997 - 2000
JAMESTOWN 1994 - 1997
Coopers & Lybrand 1991 - 1994
Partnership Investments, Ltd. 1989 - 1991
The Chase Manhattan Bank 1980 - 1989
Skills
Real Estate, Disposition, Acquisitions, Financial Analysis, Commercial Real Estate, Capital Markets, Joint Ventures, Finance, Strategic Planning, Negotiation, Consulting, Banking, Retail, Structured Finance, Microsoft Excel, French, Industrial Engineering, Research, Microsoft Word, Mixed-use, Investments, Due Diligence, Asset Management, Restructuring, Dispositions, Real Estate Transactions, Leadership, Financial Modeling, Valuation
Education
Thunderbird School of Global Management 1979 — 1980
Masters, International Business
Wichita State University
Bachelors, International Business
Aenon, LLC 2000 - Present
Great Oaks January 2012 - August 2014
Wells Real Estate Funds Inc 2002 - 2006
Baita International, LLC 1997 - 2000
JAMESTOWN 1994 - 1997
Coopers & Lybrand 1991 - 1994
Partnership Investments, Ltd. 1989 - 1991
The Chase Manhattan Bank 1980 - 1989
Skills
Real Estate, Disposition, Acquisitions, Financial Analysis, Commercial Real Estate, Capital Markets, Joint Ventures, Finance, Strategic Planning, Negotiation, Consulting, Banking, Retail, Structured Finance, Microsoft Excel, French, Industrial Engineering, Research, Microsoft Word, Mixed-use, Investments, Due Diligence, Asset Management, Restructuring, Dispositions, Real Estate Transactions, Leadership, Financial Modeling, Valuation
Education
Thunderbird School of Global Management 1979 — 1980
Masters, International Business
Wichita State University
Bachelors, International Business
Jeffrey Kuhn's The Chase Manhattan Bank Experience January 1996 - December 1998
Job Executive Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2000 - Present
The Chase Manhattan Bank January 1996 - December 1998
Education
University of Pennsylvania 1981 — 1983
MS, Energy Management Policy
University of Michigan 1977 — 1981
BS, Natural Resources Public Policy
BNY Mellon 2000 - Present
The Chase Manhattan Bank January 1996 - December 1998
Education
University of Pennsylvania 1981 — 1983
MS, Energy Management Policy
University of Michigan 1977 — 1981
BS, Natural Resources Public Policy
Powell Parks's The Chase Manhattan Bank Experience August 1982 - August 1984
Job Retired from Camden National Bank
Industry Banking
Experience
Camden National Bank April 2005 - April 2011
MBNA 2003 - 2004
Aramark June 1999 - August 2003
CoreStates Bank of DE September 1984 - 1999
The Chase Manhattan Bank August 1982 - August 1984
Education
University of Charleston
BS, Sociology
Camden National Bank April 2005 - April 2011
MBNA 2003 - 2004
Aramark June 1999 - August 2003
CoreStates Bank of DE September 1984 - 1999
The Chase Manhattan Bank August 1982 - August 1984
Education
University of Charleston
BS, Sociology
Graham Sida's The Chase Manhattan Bank Experience 1982 - 1987
Job Domain Partner at Wipro Technologies
Industry Financial Services
Experience
Wipro Technologies July 2012 - Present
Cognizant Technology Solutions March 2010 - August 2012
Olmstead Associates Inc March 2009 - November 2009
State Street 1987 - 2008
The Chase Manhattan Bank 1982 - 1987
Extel Financial Ltd 1981 - 1982
Skills
Securities Lending, Treasury, Collateral Management, Middle Office, Derivatives, Back Office, Fixed Income, Securities, Financial Services, Equities, Corporate Actions, Business Analysis, Trading Systems, Prime Brokerage, Settlement
Education
University of Oxford 1972 — 1976
M.A., Modern Languages
Wipro Technologies July 2012 - Present
Cognizant Technology Solutions March 2010 - August 2012
Olmstead Associates Inc March 2009 - November 2009
State Street 1987 - 2008
The Chase Manhattan Bank 1982 - 1987
Extel Financial Ltd 1981 - 1982
Skills
Securities Lending, Treasury, Collateral Management, Middle Office, Derivatives, Back Office, Fixed Income, Securities, Financial Services, Equities, Corporate Actions, Business Analysis, Trading Systems, Prime Brokerage, Settlement
Education
University of Oxford 1972 — 1976
M.A., Modern Languages
Sandra Pan's The Chase Manhattan Bank Experience June 1984 - December 1994
Job Wealth Consulant
Industry Financial Services
Experience
SP Consulting January 2014 - Present
Mt. Eden Investment Advisors May 2010 - November 2012
First Republic Wealth Advisors May 2006 - May 2010
US Trust December 1997 - May 2006
Wells Fargo Bank/First Interstate Bank January 1995 - December 1997
The Chase Manhattan Bank June 1984 - December 1994
Skills
Asset Allocation, Investment Advisory, Private Banking, Private Client Services, Manager Selection, Wealth Management..., Asset Managment, Client Relations Skills
Education
University of California, Los Angeles 1975 — 1977
BS, Economics
SP Consulting January 2014 - Present
Mt. Eden Investment Advisors May 2010 - November 2012
First Republic Wealth Advisors May 2006 - May 2010
US Trust December 1997 - May 2006
Wells Fargo Bank/First Interstate Bank January 1995 - December 1997
The Chase Manhattan Bank June 1984 - December 1994
Skills
Asset Allocation, Investment Advisory, Private Banking, Private Client Services, Manager Selection, Wealth Management..., Asset Managment, Client Relations Skills
Education
University of California, Los Angeles 1975 — 1977
BS, Economics
Elaine Gubbins's The Chase Manhattan Bank Experience June 1986 - September 1995
Job Principal at Evelyn Solutions
Industry Financial Services
Experience
Evelyn Solutions November 2014 - Present
Barclays Capital June 2006 - November 2014
JP Morgan Chase September 2002 - December 2005
Deutsche Bank Global Securities Services May 1999 - July 2002
AIG September 1995 - April 1999
The Chase Manhattan Bank June 1986 - September 1995
Education
The George Washington University 1975 — 1979
Sayville High School 1970 — 1975
Evelyn Solutions November 2014 - Present
Barclays Capital June 2006 - November 2014
JP Morgan Chase September 2002 - December 2005
Deutsche Bank Global Securities Services May 1999 - July 2002
AIG September 1995 - April 1999
The Chase Manhattan Bank June 1986 - September 1995
Education
The George Washington University 1975 — 1979
Sayville High School 1970 — 1975
David Smelser's The Chase Manhattan Bank Experience August 1982 - February 1996
Job Senior Credit Officer at UBS
Industry Investment Banking
Experience
UBS Executive Director, Senior Credit OfficerUBS Investment Bank1996 - Present
The Chase Manhattan Bank August 1982 - February 1996
Skills
Mergers & Acquisitions, Capital Markets, Credit, Credit Analysis, Fixed Income, Investment Banking, Derivatives, Hedge Funds, Mergers, Equities, Risk Management, Portfolio Management
Education
Thunderbird School of Global Management 1979 — 1980
Master of International Management, Finance/Accounting
University of Miami 1977 — 1979
Bachelor of Arts, Foreign Languages / Politics and Public Policy
Rhodes College 1975 — 1977
UBS Executive Director, Senior Credit OfficerUBS Investment Bank1996 - Present
The Chase Manhattan Bank August 1982 - February 1996
Skills
Mergers & Acquisitions, Capital Markets, Credit, Credit Analysis, Fixed Income, Investment Banking, Derivatives, Hedge Funds, Mergers, Equities, Risk Management, Portfolio Management
Education
Thunderbird School of Global Management 1979 — 1980
Master of International Management, Finance/Accounting
University of Miami 1977 — 1979
Bachelor of Arts, Foreign Languages / Politics and Public Policy
Rhodes College 1975 — 1977
Robert Lee Finch's The Chase Manhattan Bank Experience 1982 - 1993
Job Head of Credit Review
Industry Financial Services
Experience
AIG 2012 - Present
AIG 2011 - 2012
AIG June 2005 - 2010
BBVA December 1997 - June 2005
SBC Warburg 1995 - 1997
Standard & Poor's 1993 - 1995
The Chase Manhattan Bank 1982 - 1993
Skills
Banking, Credit Risk, Latin America, Structured Finance, Credit, Risk Management, Emerging Markets, Asia, Financial Institutions, Project Finance, Portuguese, Spanish, Commercial Real Estate, Corporates, Ratings
Education
The University of Kansas 1971 — 1979
JD/MBA, Business/Law
AIG 2012 - Present
AIG 2011 - 2012
AIG June 2005 - 2010
BBVA December 1997 - June 2005
SBC Warburg 1995 - 1997
Standard & Poor's 1993 - 1995
The Chase Manhattan Bank 1982 - 1993
Skills
Banking, Credit Risk, Latin America, Structured Finance, Credit, Risk Management, Emerging Markets, Asia, Financial Institutions, Project Finance, Portuguese, Spanish, Commercial Real Estate, Corporates, Ratings
Education
The University of Kansas 1971 — 1979
JD/MBA, Business/Law
T.J. Rau, CFA's The Chase Manhattan Bank Experience 1994 - 1999
Job Sector Specialist at Consumer Edge Research LLC
Industry Investment Management
Experience
Consumer Edge Research LLC 2010 - Present
Schroders 2003 - 2009
Smith Barney Asset Management 1999 - 2003
The Chase Manhattan Bank 1994 - 1999
Skills
Valuation, Equities, Financial Modeling, Financial Services, Asset Management, Equity Research, Bloomberg, Emerging Markets, Hedge Funds, Equity Valuation, Investments, Portfolio Management, Alternative Investments, Investment Management, Private Equity
Education
Trinity College-Hartford 1990 — 1994
BA, Economics, Computer Science
Consumer Edge Research LLC 2010 - Present
Schroders 2003 - 2009
Smith Barney Asset Management 1999 - 2003
The Chase Manhattan Bank 1994 - 1999
Skills
Valuation, Equities, Financial Modeling, Financial Services, Asset Management, Equity Research, Bloomberg, Emerging Markets, Hedge Funds, Equity Valuation, Investments, Portfolio Management, Alternative Investments, Investment Management, Private Equity
Education
Trinity College-Hartford 1990 — 1994
BA, Economics, Computer Science
Bill Magee, CFA's The Chase Manhattan Bank Experience 1988 - 1998
Job Syndications Manager
Industry Banking
Experience
Webster Bank October 2011 - Present
Webster Bank March 2010 - September 2011
Tower Three Partners June 2009 - December 2009
GE Capital 1999 - 2009
Bank Austria Creditanstalt 1998 - 1999
The Chase Manhattan Bank 1988 - 1998
Price Waterhouse 1985 - 1987
Skills
Leveraged Finance, Portfolio Management, Commercial Lending, Cash Flow Lending, Credit, Structured Finance, Capital Markets, Financial Structuring, Credit Risk, Underwriting, Commercial Banking, Corporate Finance, Risk Management, Private Equity, Financial Risk, Loans
Education
Towson University 1981 — 1985
B.S., Accounting
Webster Bank October 2011 - Present
Webster Bank March 2010 - September 2011
Tower Three Partners June 2009 - December 2009
GE Capital 1999 - 2009
Bank Austria Creditanstalt 1998 - 1999
The Chase Manhattan Bank 1988 - 1998
Price Waterhouse 1985 - 1987
Skills
Leveraged Finance, Portfolio Management, Commercial Lending, Cash Flow Lending, Credit, Structured Finance, Capital Markets, Financial Structuring, Credit Risk, Underwriting, Commercial Banking, Corporate Finance, Risk Management, Private Equity, Financial Risk, Loans
Education
Towson University 1981 — 1985
B.S., Accounting
Linda Solodar's The Chase Manhattan Bank Experience July 1986 - June 1996
Job Project Director at Stantec Consulting
Industry Furniture
Experience
Stantec November 2009 - Present
Granary Associates October 2003 - October 2009
Integrated Services Corp. 2001 - 2003
NYC School Construction Authority June 1999 - December 2000
Facilities Resources Inc. October 1996 - February 1999
The Chase Manhattan Bank July 1986 - June 1996
WB Wood NY 1984 - 1986
The Direct Marketing Group 1982 - 1984
WNET.ORG 1980 - 1982
Skills
Project Management, Interiors, Furnishings, Contract Negotiation, Healthcare, Hospitality, Interior Design, Construction Management, Furniture, Business Development, Space planning, Contract Management, Facilities Management, Construction, Management, Renovation, Submittals, LEED AP, Green Building, Design Research, FF&E, LEED, Sustainable Design, Comprehensive Planning, Feasibility Studies, Interior Architecture, Architectural Design, Mixed-use, Revit, Design Management, Project Coordination, Construction Drawings, BIM, Value Engineering, Architectures, Sustainability, Retail Design, Space Planning
Education
The George Washington University
B.A., Psychology
The George Washington University
Stantec November 2009 - Present
Granary Associates October 2003 - October 2009
Integrated Services Corp. 2001 - 2003
NYC School Construction Authority June 1999 - December 2000
Facilities Resources Inc. October 1996 - February 1999
The Chase Manhattan Bank July 1986 - June 1996
WB Wood NY 1984 - 1986
The Direct Marketing Group 1982 - 1984
WNET.ORG 1980 - 1982
Skills
Project Management, Interiors, Furnishings, Contract Negotiation, Healthcare, Hospitality, Interior Design, Construction Management, Furniture, Business Development, Space planning, Contract Management, Facilities Management, Construction, Management, Renovation, Submittals, LEED AP, Green Building, Design Research, FF&E, LEED, Sustainable Design, Comprehensive Planning, Feasibility Studies, Interior Architecture, Architectural Design, Mixed-use, Revit, Design Management, Project Coordination, Construction Drawings, BIM, Value Engineering, Architectures, Sustainability, Retail Design, Space Planning
Education
The George Washington University
B.A., Psychology
The George Washington University
Bill Westrup's The Chase Manhattan Bank Experience February 1996 - September 1997
Job Open Source and Virtualization Expert
Industry Computer Software
Experience
Vision Security Software April 2009 - Present
AMVESCAP 1997 - 2002
The Chase Manhattan Bank February 1996 - September 1997
KLH Computers 1992 - 1994
Skills
Operating Systems, Servers, Virtualization, Data Center, Switches, Windows 7, Windows Server, XP, Computer Hardware, Technical Support, Networking, Ubuntu, HTML, Software Installation, Windows, Help Desk Support, Testing, VMware, Network Security, Visio, Troubleshooting, Security, Disaster Recovery, Windows XP, System Administration, Integration, Active Directory
Education
ITT Technical Institute 1992 — 1994
AASEET, Electronic Enginering Technology
The University of Texas at Austin 1985 — 1987
Electrical Engineering
Vision Security Software April 2009 - Present
AMVESCAP 1997 - 2002
The Chase Manhattan Bank February 1996 - September 1997
KLH Computers 1992 - 1994
Skills
Operating Systems, Servers, Virtualization, Data Center, Switches, Windows 7, Windows Server, XP, Computer Hardware, Technical Support, Networking, Ubuntu, HTML, Software Installation, Windows, Help Desk Support, Testing, VMware, Network Security, Visio, Troubleshooting, Security, Disaster Recovery, Windows XP, System Administration, Integration, Active Directory
Education
ITT Technical Institute 1992 — 1994
AASEET, Electronic Enginering Technology
The University of Texas at Austin 1985 — 1987
Electrical Engineering
Charlie Koehn's The Chase Manhattan Bank Experience 1992 - 1995
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Société Générale 2011 - 2014
Prudential Financial 2003 - 2011
HSBC Securities 1997 - 2003
The Chase Manhattan Bank 1992 - 1995
The Chicago Corporation 1992 - 1993
Skills
Derivatives, Options, Trading, Hedge Funds, Equities, Electronic Trading, Securities, Commodity, Prime Brokerage, Portfolio Management, Asset Management, Investments, Commodities, Trading Strategies, Team Management, Operational Risk..., ETFs, Financial Advisory
Education
University of Arizona 1988 — 1992
BA, History, Economics
University of Chicago
Economics, Financial Accounting
University School of Milwaukee
Morgan Stanley April 2015 - Present
Société Générale 2011 - 2014
Prudential Financial 2003 - 2011
HSBC Securities 1997 - 2003
The Chase Manhattan Bank 1992 - 1995
The Chicago Corporation 1992 - 1993
Skills
Derivatives, Options, Trading, Hedge Funds, Equities, Electronic Trading, Securities, Commodity, Prime Brokerage, Portfolio Management, Asset Management, Investments, Commodities, Trading Strategies, Team Management, Operational Risk..., ETFs, Financial Advisory
Education
University of Arizona 1988 — 1992
BA, History, Economics
University of Chicago
Economics, Financial Accounting
University School of Milwaukee
Amy Lubow's The Chase Manhattan Bank Experience April 1989 - October 1997
Job Managing Director at The Bank of New York Mellon
Industry Banking
Experience
The Bank of New York Mellon October 2000 - Present
Citigroup April 1997 - October 2000
The Chase Manhattan Bank April 1989 - October 1997
CrossLand Savings Bank, FSB April 1988 - April 1989
The Federal Home Loan Bank of New York December 1985 - April 1988
Education
University of Oklahoma 1980 — 1985
BBA, Finance
The Bank of New York Mellon October 2000 - Present
Citigroup April 1997 - October 2000
The Chase Manhattan Bank April 1989 - October 1997
CrossLand Savings Bank, FSB April 1988 - April 1989
The Federal Home Loan Bank of New York December 1985 - April 1988
Education
University of Oklahoma 1980 — 1985
BBA, Finance
Charles Laird's The Chase Manhattan Bank Experience January 1995 - January 1997
Job Independent Agent Consultant at Meemic Insurance Company
Industry Insurance
Experience
Meemic Insurance Company September 2013 - Present
GPW and Associates, Inc July 2011 - May 2012
AgeniesOnline July 2009 - 2011
CUNA Mutual Group August 2007 - January 2009
Fifth Third Bank April 1998 - July 2007
ICT Group January 1997 - January 1998
The Chase Manhattan Bank January 1995 - January 1997
Bank of America June 1989 - December 1995
Skills
Selling, Insurance, Underwriting, Insurance Agency..., Property & Casualty..., Banking, Direct Marketing, Strategic Planning, New Business Development, Sales Management, Health Insurance, Risk Management, Life Insurance, Brokers, Executive Management, Lenders Placed..., Strategy, Sales, Marketing, Disability Insurance, Management, Training, Product Management, Mortgage Lending, Credit, Call Centers, Loans, Business Strategy
Education
University of California, Santa Barbara 1979 — 1981
BA, History
Xavier University
Meemic Insurance Company September 2013 - Present
GPW and Associates, Inc July 2011 - May 2012
AgeniesOnline July 2009 - 2011
CUNA Mutual Group August 2007 - January 2009
Fifth Third Bank April 1998 - July 2007
ICT Group January 1997 - January 1998
The Chase Manhattan Bank January 1995 - January 1997
Bank of America June 1989 - December 1995
Skills
Selling, Insurance, Underwriting, Insurance Agency..., Property & Casualty..., Banking, Direct Marketing, Strategic Planning, New Business Development, Sales Management, Health Insurance, Risk Management, Life Insurance, Brokers, Executive Management, Lenders Placed..., Strategy, Sales, Marketing, Disability Insurance, Management, Training, Product Management, Mortgage Lending, Credit, Call Centers, Loans, Business Strategy
Education
University of California, Santa Barbara 1979 — 1981
BA, History
Xavier University
James S. Lewis's The Chase Manhattan Bank Experience April 1986 - August 1991
Job Structured Trade & Export Finance, Asset Based Lending, Working Capital Finance
Industry Banking
Experience
Export-Import Bank of the United States October 2010 - Present
Deutsche Bank November 2006 - June 2009
JPMorgan Chase April 2005 - September 2006
AshWynne LLC December 2002 - April 2005
Lucent Technologies February 2001 - December 2002
ABN AMRO June 1998 - December 2000
Chase Securities, Inc. August 1991 - June 1998
The Chase Manhattan Bank April 1986 - August 1991
Skills
Loan Origination, Capital Markets, Structured Finance, Asset Based Lending, Finance, Loans, Securitization, Emerging Markets, Funding, Financial Structuring, Business Development, Credit Risk, Trade Finance
Education
University of Denver 1966 — 1970
BA, Political Science/Economics
Export-Import Bank of the United States October 2010 - Present
Deutsche Bank November 2006 - June 2009
JPMorgan Chase April 2005 - September 2006
AshWynne LLC December 2002 - April 2005
Lucent Technologies February 2001 - December 2002
ABN AMRO June 1998 - December 2000
Chase Securities, Inc. August 1991 - June 1998
The Chase Manhattan Bank April 1986 - August 1991
Skills
Loan Origination, Capital Markets, Structured Finance, Asset Based Lending, Finance, Loans, Securitization, Emerging Markets, Funding, Financial Structuring, Business Development, Credit Risk, Trade Finance
Education
University of Denver 1966 — 1970
BA, Political Science/Economics
Matthew Lee, CFA's The Chase Manhattan Bank Experience January 1998 - September 1998
Job Principal at Octagon Credit Investors
Industry Investment Management
Experience
Octagon Credit Investors September 1998 - Present
The Chase Manhattan Bank January 1998 - September 1998
MetLife August 1996 - December 1997
Education
University of Pennsylvania 1992 — 1996
B.A., Economics, Psychology, International Relations
Octagon Credit Investors September 1998 - Present
The Chase Manhattan Bank January 1998 - September 1998
MetLife August 1996 - December 1997
Education
University of Pennsylvania 1992 — 1996
B.A., Economics, Psychology, International Relations
Elease Ruddock's The Chase Manhattan Bank Experience September 1974 - March 1998
Job Consultant at Right Management Consultants
Industry Management Consulting
Experience
Right Management ConsultantRight Management ConsultantsOctober 1998 - Present
Right Management Consultants October 1998 - Present
The Chase Manhattan Bank September 1974 - March 1998
Education
The New School 1980 — 1982
Master of Arts, Human Resources Management
Right Management ConsultantRight Management ConsultantsOctober 1998 - Present
Right Management Consultants October 1998 - Present
The Chase Manhattan Bank September 1974 - March 1998
Education
The New School 1980 — 1982
Master of Arts, Human Resources Management
Davin Nakahara's The Chase Manhattan Bank Experience 1999 - 2000
Job Sr. Platform Manager, Sales Strategy at Pfizer
Industry Consumer Goods
Experience
Pfizer October 2013 - Present
Bayer HealthCare April 2010 - September 2013
Bayer HealthCare December 2003 - April 2010
Saatchi & Saatchi Healthcare 2000 - 2003
The Chase Manhattan Bank 1999 - 2000
Lieberman Research Group 1993 - 1996
Skills
Market Research, Nielsen, Segmentation, Market Analysis, Customer Insight, Fantasy Football, Marketing Research, Shopper Marketing, Strategy, IRI, Competitive Analysis, Consumer Products, Competitive Intelligence, Brand Management, Consumer Behaviour, Brand Equity
Education
The Johns Hopkins University 1989 — 1993
BA, Economics
Pfizer October 2013 - Present
Bayer HealthCare April 2010 - September 2013
Bayer HealthCare December 2003 - April 2010
Saatchi & Saatchi Healthcare 2000 - 2003
The Chase Manhattan Bank 1999 - 2000
Lieberman Research Group 1993 - 1996
Skills
Market Research, Nielsen, Segmentation, Market Analysis, Customer Insight, Fantasy Football, Marketing Research, Shopper Marketing, Strategy, IRI, Competitive Analysis, Consumer Products, Competitive Intelligence, Brand Management, Consumer Behaviour, Brand Equity
Education
The Johns Hopkins University 1989 — 1993
BA, Economics
Pamela Bricker's The Chase Manhattan Bank Experience 1999 - 2001
Job Executive Assistant at Enterprise Products
Industry Oil & Energy
Experience
Enterprise Products October 2004 - Present
GulfTerra July 2001 - October 2004
The Chase Manhattan Bank 1999 - 2001
CORESTAFF Services 1997 - 1998
Skills
Energy, Petroleum, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Project Management, Data Analysis, Budget, Analysis, Research, Customer Service, Project Planning, Budgets, Supervisory Skills, Access, Contract Negotiation
Education
University of Houston 1989 — 1993
BA, Communication Disorders
Bellaire High School 1983 — 1987
Enterprise Products October 2004 - Present
GulfTerra July 2001 - October 2004
The Chase Manhattan Bank 1999 - 2001
CORESTAFF Services 1997 - 1998
Skills
Energy, Petroleum, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Project Management, Data Analysis, Budget, Analysis, Research, Customer Service, Project Planning, Budgets, Supervisory Skills, Access, Contract Negotiation
Education
University of Houston 1989 — 1993
BA, Communication Disorders
Bellaire High School 1983 — 1987
Suzanne Jordan's The Chase Manhattan Bank Experience June 1993 - October 2006
Job Vice President, Financial Reporting at The Bank of New York
Industry Accounting
Experience
The Bank of New York October 2007 - Present
The Chase Manhattan Bank June 1993 - October 2006
Skills
Accounting, Internal Audit, Financial Reporting, Financial Statements, Auditing, Financial Services, General Ledger, US GAAP, Finance, Internal Controls
Education
The University of Texas at Austin 1987 — 1992
Licensed CPA in Texas
The Bank of New York October 2007 - Present
The Chase Manhattan Bank June 1993 - October 2006
Skills
Accounting, Internal Audit, Financial Reporting, Financial Statements, Auditing, Financial Services, General Ledger, US GAAP, Finance, Internal Controls
Education
The University of Texas at Austin 1987 — 1992
Licensed CPA in Texas
Ramakrishna (Chris) Vanapalli's The Chase Manhattan Bank Experience 1998 - 2004
Job Vice President at Citibank
Industry Computer Software
Experience
Citibank 2004 - Present
The Chase Manhattan Bank 1998 - 2004
Skills
Mainframe, Risk Management, Relationship Management, Business Process..., Business Requirements, Testing, PMO, Banking, Agile Methodologies, Vendor Management, VSAM, Infrastructure, Financial Services, Credit Cards, SDLC, Process Improvement, Software Development, Business Intelligence, Capital Markets, Analytics, Business Process..., Commercial Banking, Retail Banking, Business Analysis, Training, IT Strategy, Mergers & Acquisitions, Visio, Requirements Analysis, Trading Systems, Project Management, Management, Market Data, PMP, Portfolio Management, Project Portfolio..., Financial Risk, User Acceptance Testing, IT Management, Systems Analysis, Offshoring, Sybase, Business Continuity, Credit, Integration, ITIL, Disaster Recovery, Software Project..., Business Process, Enterprise Architecture
Education
Chubb Institute 1997 — 1998
Certificate, COBOL Programming/Mainframe
NIIT, Chennai 1987 — 1988
Certificate, COBOL programming
University of Madras 1985 — 1988
B.Sc, Mathematics
Citibank 2004 - Present
The Chase Manhattan Bank 1998 - 2004
Skills
Mainframe, Risk Management, Relationship Management, Business Process..., Business Requirements, Testing, PMO, Banking, Agile Methodologies, Vendor Management, VSAM, Infrastructure, Financial Services, Credit Cards, SDLC, Process Improvement, Software Development, Business Intelligence, Capital Markets, Analytics, Business Process..., Commercial Banking, Retail Banking, Business Analysis, Training, IT Strategy, Mergers & Acquisitions, Visio, Requirements Analysis, Trading Systems, Project Management, Management, Market Data, PMP, Portfolio Management, Project Portfolio..., Financial Risk, User Acceptance Testing, IT Management, Systems Analysis, Offshoring, Sybase, Business Continuity, Credit, Integration, ITIL, Disaster Recovery, Software Project..., Business Process, Enterprise Architecture
Education
Chubb Institute 1997 — 1998
Certificate, COBOL Programming/Mainframe
NIIT, Chennai 1987 — 1988
Certificate, COBOL programming
University of Madras 1985 — 1988
B.Sc, Mathematics
Saemi Yi's The Chase Manhattan Bank Experience May 2004 - November 2010
Job Inventory Control Analyst at Mary Kay Inc.
Industry Logistics and Supply Chain
Experience
Mary Kay Inc. October 2012 - Present
Weatherford February 2012 - October 2012
Upstream D&E January 2011 - June 2011
The Chase Manhattan Bank May 2004 - November 2010
Skills
JDE Enterprise One, Inventory Control, Inventory Analysis, Demand Supply Planning, Inventory Distribution, Inventory Planning, Supply Chain Management, Process Improvement, Inventory Management, Forecasting, Microsoft Office, Microsoft Excel, Customer Service, Components, Supply Chain..., Raw Materials, Access, Cognos, Supply Chain, Analysis, Adobe Acrobat, Vendor Management, Master Data Management, Endeca, SAP, QuickBooks, Windchill 9.1
Education
University of Houston, C.T. Bauer College of Business 2006 — 2010
Bachelors of Business Administration, Supply Chain Management & Finance
Mary Kay Inc. October 2012 - Present
Weatherford February 2012 - October 2012
Upstream D&E January 2011 - June 2011
The Chase Manhattan Bank May 2004 - November 2010
Skills
JDE Enterprise One, Inventory Control, Inventory Analysis, Demand Supply Planning, Inventory Distribution, Inventory Planning, Supply Chain Management, Process Improvement, Inventory Management, Forecasting, Microsoft Office, Microsoft Excel, Customer Service, Components, Supply Chain..., Raw Materials, Access, Cognos, Supply Chain, Analysis, Adobe Acrobat, Vendor Management, Master Data Management, Endeca, SAP, QuickBooks, Windchill 9.1
Education
University of Houston, C.T. Bauer College of Business 2006 — 2010
Bachelors of Business Administration, Supply Chain Management & Finance
Jean-Yves Baudoin's The Chase Manhattan Bank Experience September 1977 - November 1984
Job Director at Island Capital Ltd
Industry Investment Banking
Experience
Island Capital Ltd November 2008 - Present
Ecoban Finance Limited 1987 - Present
The Chase Manhattan Bank September 1977 - November 1984
Skills
Alternative Investments, Investment Banking, Investments, Private Equity, Risk Management, Commercial Banking, Corporate Finance, Finance, Emerging Markets, Hedge Funds, Structured Finance, Capital Markets, Valuation, Financial Structuring, Fixed Income, Equities
Education
University of Pennsylvania - The Wharton School 1973 — 1977
Economics, Finance
Island Capital Ltd November 2008 - Present
Ecoban Finance Limited 1987 - Present
The Chase Manhattan Bank September 1977 - November 1984
Skills
Alternative Investments, Investment Banking, Investments, Private Equity, Risk Management, Commercial Banking, Corporate Finance, Finance, Emerging Markets, Hedge Funds, Structured Finance, Capital Markets, Valuation, Financial Structuring, Fixed Income, Equities
Education
University of Pennsylvania - The Wharton School 1973 — 1977
Economics, Finance
Stephen Slifer's The Chase Manhattan Bank Experience June 1980 - June 1982
Job Owner, NumberNomics
Industry Financial Services
Experience
NumberNomics December 2009 - Present
Lehman Brothers June 1982 - December 2003
The Chase Manhattan Bank June 1980 - June 1982
Federal Reserve Board June 1971 - June 1980
Skills
Fixed Income, Capital Markets, Alternative Investments, Hedge Funds, Economics, Investment Banking, Derivatives, Equities, Emerging Markets, Financial Markets, Bloomberg, Bonds, Trading, FX Options, Interest Rate..., Credit, Options, Asset Management, Securities, Macroeconomics, Structured Products, Structured Finance, Analysis, Valuation, Asset Allocation, Equity Research
Education
The George Washington University 1972 — 1975
M.S., Economics
University of Maryland College Park 1968 — 1971
B.S., Honors in Economics
NumberNomics December 2009 - Present
Lehman Brothers June 1982 - December 2003
The Chase Manhattan Bank June 1980 - June 1982
Federal Reserve Board June 1971 - June 1980
Skills
Fixed Income, Capital Markets, Alternative Investments, Hedge Funds, Economics, Investment Banking, Derivatives, Equities, Emerging Markets, Financial Markets, Bloomberg, Bonds, Trading, FX Options, Interest Rate..., Credit, Options, Asset Management, Securities, Macroeconomics, Structured Products, Structured Finance, Analysis, Valuation, Asset Allocation, Equity Research
Education
The George Washington University 1972 — 1975
M.S., Economics
University of Maryland College Park 1968 — 1971
B.S., Honors in Economics
Robert Huggins's The Chase Manhattan Bank Experience February 1996 - October 1997
Job Medical Device Territory Manager
Industry Medical Devices
Experience
Synergetics, USA February 2014 - Present
Lexion Medical, Inc. November 2004 - December 2013
Pfizer Pharmaceuticals October 1997 - November 2004
The Chase Manhattan Bank February 1996 - October 1997
Lanier Worldwide January 1994 - October 1995
Skills
Sales, Medical Devices, Surgeons, Disposables, Medical Sales, Product Launch, Coaching, Operating Room, Market Development, Surgical Instruments, Capital Equipment, Capital Equipment Sales, Urology, Vascular
Education
University of Maryland College Park 1989 — 1993
B.S., Management
University of Maryland College Park 1989 — 1993
BS, Business Administration and Management, General
Synergetics, USA February 2014 - Present
Lexion Medical, Inc. November 2004 - December 2013
Pfizer Pharmaceuticals October 1997 - November 2004
The Chase Manhattan Bank February 1996 - October 1997
Lanier Worldwide January 1994 - October 1995
Skills
Sales, Medical Devices, Surgeons, Disposables, Medical Sales, Product Launch, Coaching, Operating Room, Market Development, Surgical Instruments, Capital Equipment, Capital Equipment Sales, Urology, Vascular
Education
University of Maryland College Park 1989 — 1993
B.S., Management
University of Maryland College Park 1989 — 1993
BS, Business Administration and Management, General
Yolanda Noriega's The Chase Manhattan Bank Experience 1989 - 1992
Job Senior Manager Operations Controls & Procedures at Doral Bank
Industry Banking
Experience
Doral Bank April 2013 - Present
Real Estate 2005 - 2013
Banco Santander 2002 - 2004
Citibank, N.A. 2000 - 2002
Citibank NA 1997 - 2000
Citibank, N.A. 1994 - 1997
Citibank, N.A. 1992 - 1994
The Chase Manhattan Bank 1989 - 1992
Price Waterhouse Management Consultants 1985 - 1989
Skills
Credit Risk, Credit Analysis, Real Estate, Risk Management, Mortgage Underwriting, Mortgage Banking, Quality Control, Financial Audits, Consumer Lending, Compliance, Banking, Policies & Procedures..., Retail Banking, Investor Relations, Business Process..., Quality Auditing, Quality Assurance, Regulatory Compliance, Portfolio Management, Real Estate Financing, Credit, Real Estate Economics, Investments, Internal Audit, Residential Mortgages, Mortgage Lending, Due Diligence, Mergers & Acquisitions, Underwriting, Internal Controls, Asset Management, Loans, Referrals, Investment Properties, Credit Cards
Education
University of Puerto Rico
Bachelor's degree, Accounting & Marketing
Doral Bank April 2013 - Present
Real Estate 2005 - 2013
Banco Santander 2002 - 2004
Citibank, N.A. 2000 - 2002
Citibank NA 1997 - 2000
Citibank, N.A. 1994 - 1997
Citibank, N.A. 1992 - 1994
The Chase Manhattan Bank 1989 - 1992
Price Waterhouse Management Consultants 1985 - 1989
Skills
Credit Risk, Credit Analysis, Real Estate, Risk Management, Mortgage Underwriting, Mortgage Banking, Quality Control, Financial Audits, Consumer Lending, Compliance, Banking, Policies & Procedures..., Retail Banking, Investor Relations, Business Process..., Quality Auditing, Quality Assurance, Regulatory Compliance, Portfolio Management, Real Estate Financing, Credit, Real Estate Economics, Investments, Internal Audit, Residential Mortgages, Mortgage Lending, Due Diligence, Mergers & Acquisitions, Underwriting, Internal Controls, Asset Management, Loans, Referrals, Investment Properties, Credit Cards
Education
University of Puerto Rico
Bachelor's degree, Accounting & Marketing
Eshagh Shaoul's The Chase Manhattan Bank Experience 1973 - 1995
Job President at Shaoul International Consultancy
Industry Financial Services
Experience
Shaoul International Consultancy Director of international CreditAIGFebruary 1995 - March 2005
Chase Manhattan Bank 1973 - 1995
The Chase Manhattan Bank 1973 - 1995
Skills
Risk Management, Credit Risk, Credit, FX Options, Fixed Income, Financial Services, Investments, Financial Modeling, Strategy, Financial Institutions, Underwriting, Private Equity, Business Strategy, Financial Analysis, Finance, Derivatives, Banking, Portfolio Management, Executive Management, Credit Analysis, Financial Risk, Emerging Markets, Securities, Loans, Hedge Funds, Financial Markets, Asset Management, Capital Markets, Investment Banking, Structured Finance, Corporate Finance
Education
The George Washington University 1969 — 1971
Ph.D., International Political Economy
Shaoul International Consultancy Director of international CreditAIGFebruary 1995 - March 2005
Chase Manhattan Bank 1973 - 1995
The Chase Manhattan Bank 1973 - 1995
Skills
Risk Management, Credit Risk, Credit, FX Options, Fixed Income, Financial Services, Investments, Financial Modeling, Strategy, Financial Institutions, Underwriting, Private Equity, Business Strategy, Financial Analysis, Finance, Derivatives, Banking, Portfolio Management, Executive Management, Credit Analysis, Financial Risk, Emerging Markets, Securities, Loans, Hedge Funds, Financial Markets, Asset Management, Capital Markets, Investment Banking, Structured Finance, Corporate Finance
Education
The George Washington University 1969 — 1971
Ph.D., International Political Economy
Caroline La Voie's The Chase Manhattan Bank Experience 1992 - 1996
Job professional
Industry Financial Services
Experience
La Voie Household July 2001 - Present
University of California, Berkeley, Haas School of Business November 2008 - May 2010
Morgan Stanley 1998 - 2001
The Chase Manhattan Bank 1992 - 1996
Skills
Equities, Investment Banking, Capital Markets, Fixed Income, Valuation, Financial Modeling, Private Equity, Investments, Securities
Education
The Tuck School of Business at Dartmouth 1996 — 1998
MBA
Trinity College-Hartford 1988 — 1992
BA, History
La Voie Household July 2001 - Present
University of California, Berkeley, Haas School of Business November 2008 - May 2010
Morgan Stanley 1998 - 2001
The Chase Manhattan Bank 1992 - 1996
Skills
Equities, Investment Banking, Capital Markets, Fixed Income, Valuation, Financial Modeling, Private Equity, Investments, Securities
Education
The Tuck School of Business at Dartmouth 1996 — 1998
MBA
Trinity College-Hartford 1988 — 1992
BA, History
Linda Dietz's The Chase Manhattan Bank Experience 1978 - 1981
Job Associate Broker at Houlihan Lawrence
Industry Real Estate
Experience
Houlihan Lawrence August 2009 - Present
Julia B. Fee/Sotheby's September 2000 - July 2009
IBM 1983 - 1986
The Dun and Bradstreet Corporation 1981 - 1983
The Chase Manhattan Bank 1978 - 1981
Skills
Single Family Homes, Selling Homes in..., Selling Homes in..., Assisting Buyers, Valuation, Luxury Home Sales, Community Knowledge, Home
Education
Tufts University 1974 — 1978
Bachelor of Arts (B.A.), Economics, Summa Cum Laude
Syosset High School 1971 — 1974
Houlihan Lawrence August 2009 - Present
Julia B. Fee/Sotheby's September 2000 - July 2009
IBM 1983 - 1986
The Dun and Bradstreet Corporation 1981 - 1983
The Chase Manhattan Bank 1978 - 1981
Skills
Single Family Homes, Selling Homes in..., Selling Homes in..., Assisting Buyers, Valuation, Luxury Home Sales, Community Knowledge, Home
Education
Tufts University 1974 — 1978
Bachelor of Arts (B.A.), Economics, Summa Cum Laude
Syosset High School 1971 — 1974
Katherine Simson's The Chase Manhattan Bank Experience 1995 - 1996
Job Senior Financial Advisor at Upsteam Investment Partners
Industry Financial Services
Experience
Upsteam Investment Partners July 2015 - Present
Clear Strategy Retirement Group April 2013 - July 2015
Landmark Retirement Planning January 2011 - April 2013
Hallmark Retirement Planning June 2004 - 2011
Prudential Investments 2000 - 2001
The Bank of New York 1996 - 2000
The Chase Manhattan Bank 1995 - 1996
Morgan Stanley Trust Company 1993 - 1995
Skills
Product Marketing, Marketing, Entrepreneurship, Brand Development, Investments, Retirement Planning, Marketing Communications, Sales, Product Management, Financial Services, Brand Management, Finance, Series 7, Program Management, Small Business, Strategy, Wealth Management, Negotiation
Education
University of Hawaii at Manoa 1976 — 1981
Bachelor of Arts, French Literature
Upsteam Investment Partners July 2015 - Present
Clear Strategy Retirement Group April 2013 - July 2015
Landmark Retirement Planning January 2011 - April 2013
Hallmark Retirement Planning June 2004 - 2011
Prudential Investments 2000 - 2001
The Bank of New York 1996 - 2000
The Chase Manhattan Bank 1995 - 1996
Morgan Stanley Trust Company 1993 - 1995
Skills
Product Marketing, Marketing, Entrepreneurship, Brand Development, Investments, Retirement Planning, Marketing Communications, Sales, Product Management, Financial Services, Brand Management, Finance, Series 7, Program Management, Small Business, Strategy, Wealth Management, Negotiation
Education
University of Hawaii at Manoa 1976 — 1981
Bachelor of Arts, French Literature
Patty Rumbaugh's The Chase Manhattan Bank Experience 2008 - 2011
Job District Manager at US National Bank
Industry Banking
Experience
US National Bank January 2011 - Present
U.S. Bank 2011 - Present
The Chase Manhattan Bank 2008 - 2011
Education
University of Northern Colorado
Bachelor's degree
US National Bank January 2011 - Present
U.S. Bank 2011 - Present
The Chase Manhattan Bank 2008 - 2011
Education
University of Northern Colorado
Bachelor's degree
Oran Johnson's The Chase Manhattan Bank Experience 1996 - 2001
Job Consultant, Algorithmic Trading and Exchange Connectivity
Industry Investment Banking
Experience
Fesarius Capital LLC November 2009 - Present
PROGRESS APAMA July 2007 - November 2009
STATE STREET CORPORATION March 2006 - June 2007
MANAGEMENT INFORMATION TECHNOLOGY, INC. March 2003 - March 2006
JPMorgan Chase 2001 - 2003
The Chase Manhattan Bank 1996 - 2001
Chemical Bank 1993 - 1996
PROVIDENT INSTITUTIONAL MANAGEMENT CORPORATION February 1992 - June 1993
SALOMON, INC November 1991 - February 1992
Skills
Low Latency, Exchange Connectivity, Interest Rate..., Electronic Trading, C++, Market Data, Fixed Income, Trading, Program Trading, Proprietary Trading, Market Making, Statistical Arbitrage, ISDA, Straight Through..., Shell Scripting, FIX, Market Risk, FX Options, Quantitative Finance, Derivatives, Options, FX trading, Rates, Financial Markets, Portfolio Management, Unix, Equities, Back Office, Middle Office, Hedge Funds, Risk Management, Capital Markets, Commodity, Bloomberg, Foreign Exchange, Investment Banking, Trading Systems, Business Analysis, Equity Derivatives, SQL, SDLC, Financial Services, Java
Education
The University of Memphis
BS, ELECTRICAL ENGINEERING
Fesarius Capital LLC November 2009 - Present
PROGRESS APAMA July 2007 - November 2009
STATE STREET CORPORATION March 2006 - June 2007
MANAGEMENT INFORMATION TECHNOLOGY, INC. March 2003 - March 2006
JPMorgan Chase 2001 - 2003
The Chase Manhattan Bank 1996 - 2001
Chemical Bank 1993 - 1996
PROVIDENT INSTITUTIONAL MANAGEMENT CORPORATION February 1992 - June 1993
SALOMON, INC November 1991 - February 1992
Skills
Low Latency, Exchange Connectivity, Interest Rate..., Electronic Trading, C++, Market Data, Fixed Income, Trading, Program Trading, Proprietary Trading, Market Making, Statistical Arbitrage, ISDA, Straight Through..., Shell Scripting, FIX, Market Risk, FX Options, Quantitative Finance, Derivatives, Options, FX trading, Rates, Financial Markets, Portfolio Management, Unix, Equities, Back Office, Middle Office, Hedge Funds, Risk Management, Capital Markets, Commodity, Bloomberg, Foreign Exchange, Investment Banking, Trading Systems, Business Analysis, Equity Derivatives, SQL, SDLC, Financial Services, Java
Education
The University of Memphis
BS, ELECTRICAL ENGINEERING
Chase
Sallie Mae
Chase Bank
JPMorgan Chase Bank, N.A.
Chase Manhattan Bank
BankAtlantic
JP Morgan Chase Bank, N.A.
Encore Capital Group