U.S. Trust Company of New York
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U.S. Trust Company of New York Employees
JPMorgan Chase May 2013 - Present
Morgan Stanley Smith Barney March 2010 - March 2013
JPMorgan Chase August 2008 - December 2009
JPMorgan Chase November 2005 - August 2008
U.S. Trust Company of New York September 1994 - June 2004
Skills
Active Directory, Windows Server 2003, Windows Server 2008, Windows 7, SQL Server 2000-2008, SCCM, App-V, DNS, LDAP, Hyper-V, VMware ESX, VMware Infrastructure, DynamicOps VRM, VDI, BMC Bladelogic, BMC Atrium Orchestrator, T-SQL, C#, VB.NET, VBScript, PowerShell, Shell Scripting, System Deployment, Disaster Recovery, Windows Server, Powershell
Education
City University of New York-Brooklyn College
Kharkov State University
Deutsche Bank May 2014 - Present
BNP Paribas April 2011 - March 2014
BNP Paribas Fortis January 2009 - April 2011
US Trust Company of New York July 1990 - August 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Data Entry, Filing, Reliable, Hardwork, Great communications..., Client Facing Skills, Flexibility, Multi Tasking, Fast Learner, Fast-paced, True Team Player, Meet Deadlines, Derivatives, FX Options, Trading, Back Office, Options
Education
Hudson County Community College 1991 — 1996
Lincoln High School 1986 — 1990
High School Diploma, General Studies
Keep America Beautiful January 2011 - March 2014
Brooklyn Law School 2009 - 2011
Danzinger & Markhoff LLP 2006 - 2007
U.S. Trust Company of New York 1995 - 1996
Winthrop, Stimson, Putnam & Roberts (now Pillsbury Winthrop Shaw Pittman) 1988 - 1995
Skills
Nonprofits, Volunteer Management, Fundraising, Community Outreach, Public Relations, Media Relations, Grant Writing, Event Planning, Event Management, Public Speaking, Community Development, Social Media, Strategic Planning, Editing, Marketing Communications
Education
Brooklyn Law School
Doctor of Law (J.D.)
The George Washington University
Bachelor of Science (B.S.)
Robeco Investment Management 2002 - Present
US Trust September 1998 - August 2002
U.S. Trust Company of New York 1998 - 2002
Lazard Asset Management 1994 - 1998
Education
Clemson University 1992 — 1994
MBA
Clemson University - College of Business and Behavioral Science 1992 — 1994
MBA, Business Administration
Iona College 1988 — 1992
BBA
Salem State University November 2009 - Present
LVCC INC August 2003 - Present
Salem State University July 2012 - June 2015
LVCC TRAVEL October 2008 - December 2012
DanversBancorp, Inc November 2009 - June 2011
Beverly National Corp/Beverly National Bank May 2006 - October 2009
State Street Corporation/Schoolhouse Capital July 2000 - July 2003
State Street Global Advisors (SSgA) August 1997 - July 2000
U.S. Trust Company of New York 1992 - 1996
Prudential Asset Management Company December 1987 - June 1992
Skills
Strategic Planning, Customer Relations, Fundraising, Public Speaking, Change Management, Marketing Strategy, Product Development, Non-profits, New Business Development, Investments, Business Strategy, Customer Service, Nonprofits, Asset Management, Management Consulting, Organizational..., Start-ups, Public Relations, Program Management, Leadership Development, Entrepreneurship, Research, Financial Analysis, Team Building, Project Management, Leadership, Business Development, Management, Training, Marketing, Coaching, Strategy, CRM, Sales, Mergers & Acquisitions, Venture Capital, Business Planning, Small Business, Executive Coaching, Risk Management, Operations Management, Financial Services, Investment Management, Analysis, Strategic Partnerships, Finance, Fixed Income, Executive Management, Real Estate, Investment Strategies
Education
The Tuck School of Business at Dartmouth 1973 — 1975
MBA, Finance
Rice University 1969 — 1973
BA, Economics
Advent Software March 2014 - Present
Advent Software May 2007 - Present
CheckFree Investment Services 2002 - 2005
The Bank of New York 1996 - 2002
US Trust Company of New York 1989 - 1996
Skills
Portfolio Management, Risk Management, Equities, Asset Managment, Entrepreneurship, Project Management, Asset Management, Hedge Funds, Investments, Financial Services, Securities, Fixed Income, Alternative Investments, CRM, Trading, Management, Relationship Management, Enterprise Software, Salesforce.com, SaaS, Finance, Wealth Management
Education
Baruch College
Bachelors of Business Administration, Finance & Investments
First National Community Bank November 2011 - Present
Johnson College April 2010 - November 2011
The Ryan Group 1997 - April 2010
Fleet Bank (Formerly National Westminster Bank) 1995 - 1997
National Westminster Bank 1980 - 1994
U.S. Trust Company of New York 1979 - 1981
Skills
Employee Relations, Recruiting, Leadership, Personnel Management, Succession Planning, Human Resources, Performance Management, Onboarding, HR Consulting, Process Improvement, Employment Law, Strategic Planning, Management, Training, Leadership Development, Talent Management, Employee Benefits
Education
Seton Hall University 1981 — 1986
MBA, Industrial Relations
Miami University 1970 — 1974
BS Education, Secondary Education
Evercore Wealth Management January 2010 - Present
US Trust 2006 - 2007
U.S. Trust Company of New York 1984 - 2007
U. S. Trust Company 1984 - 2007
US Trust 1996 - 2006
US Trust 1984 - 1996
Fried, Frank, Harris, Shriver & Jacobson 1980 - 1982
Skills
Wealth Management, Marketing, Family Office, Charities, Wealth, High Net Worth..., Portfolio Management, Strategy, Trusts, Estate Planning
Education
New England School of Law 1976 — 1979
Kelly Associates Real Estate, Inc. January 2011 - Present
Avatar Associates September 1993 - January 1998
US Trust Company of New York August 1989 - August 1993
Schafer Cullen Capital Management Corporation November 1988 - August 1989
Education
Bucknell University 1984 — 1986
Bucknell University
BA
Delegate Advisors February 2012 - Present
Springcreek Advisors LLC 2011 - 2012
Northern Trust Company 2008 - 2011
HRJ Capital 2006 - 2008
Lyon Ventures, LLC 2000 - 2005
US Trust Company of New York 1998 - 2000
The Scion Group LLC 1995 - 1998
Credit Suisse 1991 - 1995
Bankers Trust Company 1987 - 1991
Skills
Wealth Management, Investments, Investment Management, Alternative Investments, Hedge Funds, Financial Advisory, Asset Management, Asset Allocation, Portfolio Management, Investment Strategies, Family Office, Asset Managment, Wealth, Fixed Income, Private Equity, Equity Research, Financial Markets, Securities, Investment Advisory, Venture Capital, Emerging Markets, Mergers & Acquisitions, Valuation, Financial Services, Fund Of Funds, Due Diligence, Private Banking
Education
Stanford University Graduate School of Business 1985 — 1987
MBA
Boston College 1975 — 1976
MA, Philosophy
Loyola Marymount University 1973 — 1975
BA, Philosophy
St; John's College Seminary 1971 — 1973
Whittier Trust Company April 2013 - Present
Abbot Downing March 2010 - March 2013
Bessemer Trust September 1994 - March 2010
U.S. Trust Company of New York November 1987 - August 1994
Skills
Investment Management, Wealth Management..., Wealth, Fiduciary Services, Wealth Management, Asset Allocation, Investment Advisory, Estate Planning, Asset Managment, Family Office, Investments, Portfolio Management, Retirement Planning, Alternative Investments, High Net Worth...
Education
Brooklyn Law School 1989 — 1993
JD, Law
Georgetown University 1982 — 1986
BSFS, Foreign Service
William Meier Real Estate February 2015 - Present
Rodan + Fields Dermatologists 2013 - Present
Daniel Gale Sotheby's International Realty 2009 - February 2015
William Pitt Sotheby's International Realty January 2009 - July 2014
Rockefeller & Company, Inc. April 1995 - July 1997
U.S. Trust Company of New York 1989 - 1995
U.S. Trust Company 1989 - 1995
Citibank 1989 - 1995
Skills
Sellers, Relocation, Condos, Luxury, First Time Home Buyers, Single Family Homes, Real Estate, Buyer Representation, Investment Properties, Listings, Short Sales, New Home Sales, Referrals, Residential Homes, Foreclosures, 1031 Exchanges, Buyers, Income Properties, Move Up Buyers, REO, Real Estate Transactions, Relocation Buyers, Seniors, ABR, Townhomes, Rentals, Waterfront, Vacation Homes, e-PRO
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Smith College 1977 — 1981
AB, English and Education
SNL Financial November 2013 - March 2015
Conequipos Ing. May 2009 - August 2013
Frontier Strategy Group March 2008 - April 2009
Ironworks Consulting November 2006 - March 2007
Infinitive March 2006 - September 2006
BearingPoint, Inc. (formerly KPMG Consulting) March 2003 - February 2006
Chemonics International March 2000 - March 2003
CG/LA Infrastructure, Inc. October 1998 - February 2000
U.S. Trust Company of New York January 1997 - October 1998
Skills
Strategy, Management Consulting, Business Development, Business Planning, Project Management, Strategic Planning, Mergers & Acquisitions, Start-ups, Emerging Markets, Financial Modeling, Management, Due Diligence, Program Management, Entrepreneurship, Leadership, New Business Development, Market Entry, Financial Analysis, Forecasting, Executive Management, Analysis, Market Research, Contract Negotiation, International Business..., Relationship Development, Business Strategy, Business Process..., Change Management, Business Analysis, Mergers, Cash Flow Forecasting, Full SDLC, Agile Project Management, Agile Methodologies, Business Process..., Preparation of Business..., Benefit Cost Analysis, Construction Management, Account Management, Manage Client..., Client Development, Maintaining Strong..., Latin American Business, Lacrosse, CRM, Microsoft SQL Server, Consulting, Business Intelligence
Education
The College of William and Mary - The Mason School of Business 2004 — 2005
MBA, Management, Finance
The Johns Hopkins University 1992 — 1996
BA, International Studies, Economics
Cold Spring Harbor High School 1987 — 1992
High School Diploma, With Academic Honors
McIntosh Embossing, Inc 1991 - Present
Mc Embossing, Inc (Boston, MA) May 1987 - September 1991
U.S. Trust Company of New York 1983 - 1986
Skills
Foil Stamping, Embossing, Finishing, Offset Printing, Variable Data Printing, Finish, Wide Format Printing, Die Cutting, Packaging, Print On Demand, Bindery, Labels, Print Management, Banners, Inkjet, Signs, Corporate Gifts, Flexo, Digital Printing, Color Management, Envelopes, Screen Printing, Direct Mail
Education
Amherst College 1979 — 1983
B.A, Economics/English
SunTrust Bank 2012 - Present
Wells Fargo 2008 - 2012
US Trust 2000 - 2008
U.S. Trust Company of New York 2000 - 2008
SunTrust 1998 - 2000
Bank of America 1992 - 1998
Skills
Certified Financial..., CTFA, Client Relationship..., Estate Planning, Investment Management, New Business Development, Personal Finance, Probate, Trust Management, Ultra High Net Worth..., Wealth Management
Education
Georgia State University
Masters, MS Personal Financial Planning
Georgia State University
Bachelors, BBA, Finance
Kennesaw State University
MBA, Finance, General
The College at Brockport, State University of New York August 2012 - Present
The College at Brockport September 2006 - August 2012
U.S. Trust Company of New York 2000 - 2006
Skills
Alumni Relations, Fundraising, Volunteer Management, Higher Education, Program Development, Event Planning, Community Outreach, Non-profits, Student Development, Grant Writing, Student Affairs, Philanthropy
Education
University of Phoenix
Master of Business Administration (MBA), Marketing
Hofstra University 1997 — 1999
BS, Psychology
University of Phoenix
MBA, Marketing
Showtime Networks Inc. December 2014 - Present
Showtime Networks Inc. September 2013 - December 2014
Showtime Networks May 2011 - September 2013
Ernst & Young September 2008 - May 2011
Ernst & Young LLP 2006 - 2006
RSM McGladrey Inc. 2005 - 2006
U.S. Trust Company of New York 2005 - 2005
Skills
Auditing, GAAP, Financial Reporting, Accounting, Tax, CPA, Internal Controls, US GAAP, Financial Accounting, Sarbanes-Oxley Act, SEC filings, Internal Audit, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2007 — 2008
MS, Taxation
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Accounting
BTHS
Bank of America July 2007 - June 2015
U.S. Trust 1993 - July 2007
US Trust November 1992 - June 2007
U.S. Trust Company of New York 1992 - 2007
US Trust July 1991 - November 1992
Skills
Program Management, Project Management, Leadership, Team Building, Financial Services, Portfolio Management, Business Analysis, Instructional Design, Banking, Risk Management, Analysis, Asset Management, Management Consulting, Training, Management, Teaching
Education
New York University 1988 — 1995
BA
Barclays September 2008 - Present
Lehman Brothers June 2006 - September 2008
Skadden Arps 2005 - 2006
U.S. Trust Company of New York August 2002 - May 2005
Education
Rutgers University-New Brunswick 1996 — 2000
Deutsche Bank April 2010 - Present
Satuit Technologies August 2008 - December 2009
U.S. Trust Company of New York December 2004 - January 2008
Bank of America 2007 - 2007
US Trust 2004 - 2007
Education
University of Colorado Boulder 1987 — 1992
BA, Computer Applications in Astrophysics
The Quest Organization August 2014 - Present
St. Francis College September 2009 - Present
Wagner College September 1998 - Present
Tishman Speyer July 2006 - September 2007
Lawrence Ruben Company, Inc. September 2001 - June 2006
Antaeus Enterprises, Inc. October 1995 - July 2001
Katharine Gibbs School of New York September 1997 - June 2000
U.S. Trust Company of New York February 1993 - August 1995
Rockefeller Financial Services, Inc. July 1989 - December 1992
Price Waterhouse June 1988 - July 1989
Skills
CPA - New York State, Microsoft Office, CPA, Microsoft Excel, PowerPoint, Accounting, Financial Analysis, Financial Reporting, Public Speaking, Financial Accounting, Auditing, Corporate Tax, Editing, Event Planning, GAAP, Higher Education, Income Tax
Education
Wagner College 1983 — 1984
MBA, Finance
City University of New York-Baruch College 1978 — 1982
BBA, Accounting
ClearBridge Investments July 2011 - May 2013
Commonfund June 2006 - July 2010
AIG Global Investment Group April 2003 - June 2006
U.S. Trust Company of New York June 1992 - April 2003
Forstmann-Leff March 1991 - June 1992
Institutional Investor December 1988 - March 1991
Oppedisano & Company February 1985 - November 1988
Citibank April 1982 - February 1985
Evaluation Associates January 1980 - March 1982
Merrill Anderson Company January 1979 - January 1980
Skills
Series 7, Series 63
Education
University of Connecticut 1982 — 1984
MBA, Finance
University of Connecticut 1977 — 1979
M.A., English
University of Connecticut 1973 — 1977
B.A., English
Norwalk High School
Fort Washington Investment Advisors 2003 - Present
US Trust Company of New York July 1997 - September 2002
The Harris Bank of Chicago 1994 - 1997
J.P. Morgan Asset Management 1985 - 1988
Morgan Guaranty Trust of New York 1980 - 1984
The Harris Bank of Chicago 1974 - 1980
Skills
Strategic Planning, Investments, Portfolio Management, Business Strategy, Due Diligence, Banking, Executive Management
Education
Thunderbird School of Global Management 1973 — 1974
M.B.A. with honors, International Finance
The Ohio State University 1970 — 1972
Completed hours for Ph.D., Romance Languages, Literatures, and Linguistics
Bowling Green State University 1966 — 1970
Bachelor of Arts (B.A.), Romance Languages and Business
U.S. TRUST, Bank of America Private Wealth Management January 2005 - August 2008
us trust September 1987 - August 2008
U.S. Trust Company of New York 1987 - 2008
U.S. Trust Company of NY January 2004 - December 2004
U.S. Trust Company of NY June 2002 - December 2003
U.S. Trust Company of NY October 1994 - June 2002
U.S. Trust Company of NY 1991 - October 1994
U.S. Trust Company of NY September 1987 - 1991
Bank of New York Mellon 1984 - February 1987
Education
Prospect Heights HS 1976 — 1980
City University of New York-Brooklyn College
B.S., Business, Management & Finance
New Jersey Symphony Orchestra December 2013 - Present
New Jersey Symphony Orchestra July 2012 - Present
Council of Protocol Executives 1994 - Present
American Symphony Orchestra 2009 - 2011
New York City Opera 2006 - 2009
New York City Opera, Lincoln Center August 2006 - January 2008
Morgan Library & Museum 2005 - 2006
U.S. Trust Company of New York 1992 - 2004
House of the Redeemer/Fabbri Mansion 1983 - 1993
Skills
Tessitura, Marketing Communications, Fundraising, Philanthropy, Grant Writing, Arts Administration, Art, Annual Giving, Stewardship, Nonprofits, Event Planning, Volunteer Management, Event Management, Performing Arts, Planned Giving, Board Development, Raiser's Edge, Opera, Major Gift Development, Marketing, Community Outreach, Fundraisers, Grants, Prospect Research, Program Development, Capital Campaigns, Public Relations, Alumni Relations
Education
Goucher College 1977 — 1981
Middletown High School South 1974 — 1977
College prep
Ranney School 1964 — 1974
none, College Prep
Silver Lane Advisors LLC September 2007 - Present
Alternative Access Capital LLC August 2003 - September 2007
U.S. Trust Company of New York May 2001 - February 2003
Berkshire Capital Securities LLC July 1990 - March 2001
Skills
Valuation, Strategic Advisory, Mergers, Asset Management, Alternative Investments, Capital Raises, Company Acquisitions, Strategy, Mergers & Acquisitions, Finance, Investment Banking, Capital, Financial Services, Wealth Management, Investments, Asset Managment, Financial Structuring, Private Equity, Hedge Funds, Capital Raising, Divestitures, Capital Markets, Equities, Due Diligence, Financial Modeling, Fund Of Funds, LBO
Education
Pace University 1991 — 1995
MBA, Finance
West Virginia University 1986 — 1990
Bachelor of Science (B.S.), Finance, General
First Republic Bank August 2013 - Present
First Republic Bank September 2004 - August 2013
U.S. Trust Company of New York 1993 - 2004
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Aresty Institute of Executive Education, Executive Development Program
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
Princeton University 1984 — 1988
US Trust 2003 - 2007
U.S. Trust Company of New York 1996 - 2003
Chase Manhattan Bank 1983 - 1996
IBM 1978 - 1983
Skills
Alternative Investments, Portfolio Management, Private Banking, Hedge Funds, Management, Asset Management, Wealth Management, Budgets, Wealth Management..., Financial Services, Strategic Planning, Risk Management, Product Development, High Net Worth..., Asset Allocation, Investments, Asset Managment, Financial Analysis
Education
University of North Florida 2005 — 2012
Bachelor of Fine Arts (BFA), Painting and Drawing, Summa Cum Laude
Boston University 1977 — 1978
MBA, Finance
Boston University 1974 — 1977
MA, Mathematics - Computer Science
Boston University 1972 — 1974
BA, Mathematics
Byram Hills High School 1968 — 1970
American Century Investments October 2005 - Present
U.S. Trust Company of New York 1998 - 2005
Deloitte 1994 - 1998
Skills
Investment Management, Alternative Investments, Investments, Equities, Asset Management, Portfolio Management, Bloomberg, Equity Research, Financial Modeling, Valuation, Wealth Management
Education
New York University
Master of Business Administration (MBA), Finance
Villanova University 1990 — 1994
Bachelor of Science (BS), Accounting
US Bank, Private Client Reserve October 2010 - November 2013
Russell Investments 2005 - 2009
Russell Investments 1998 - 2005
Russell Investments 1996 - 1998
Avatar Associates 1986 - 1995
US Trust Company of New York 1983 - 1986
Skills
Equities, Securities, Portfolio Management, Quantitative Analytics, Mutual Funds, Asset Allocation, Strategy, Investments, Fixed Income, Asset Managment, Emerging Markets, Asset Management, Investment Management, Valuation, Investment Strategies, Alternative Investments, Finance
Education
London Business School
MBA
Mount Holyoke College
AB, Biology
Rockefeller & Company, Inc. 2008 - Present
Goldman Sachs & Co. 2006 - 2008
U.S. Trust Company of New York 1996 - 2006
The Citibank Private Bank 1993 - 1996
Chemical Bank - National Private Banking 1988 - 1993
Bank of America 1985 - 1988
Skills
Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Equities, Wealth Management, Estate Planning, Investments, Private Equity, Fixed Income, Wealth Management..., High Net Worth..., Portfolio Management, Wealth, Investment Advisory
Education
Columbia University - Columbia Business School 1983 — 1985
Master of Business Administration (M.B.A.), Finance and Marketing
Yale University 1977 — 1981
BA, Psychobiology
Chester Drive Capital Management 2010 - Present
Deutsche Asset Management 2004 - 2009
Credit Suisse and Warburg Pincus Asset Management 1994 - 2004
U.S. Trust Company of New York 1985 - 1994
Chase Manhattan Bank 1984 - 1984
Bear Stearns & Company 1980 - 1983
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
University of Pennsylvania 1976 — 1980
BA, Economics
US Trust Company June 2009 - Present
U S TRUST COMPANY 1984 - 2009
US Trust, Bank of America 1984 - 2009
U.S. Trust Company of New York 1979 - 2009
USTrust, Bank of America Private Wealth Management 1979 - 2009
Skills
Wealth Management, Securities
Education
Pace University - Lubin School of Business
BBA, MANAGEMENT
Victory Capital Management June 2003 - Present
New bridge Partners, LLC March 1999 - June 2003
US Trust Company of New York June 1990 - March 1999
Skills
Portfolio Management, Investments, Asset Allocation, Chartered Financial..., Investment Management, Asset Management
Education
Pace University - Lubin School of Business 1992 — 1995
MBA, Economics and Finance
State University of New York at New Paltz 1986 — 1990
BS, Finance and Economics
W. Panas HS 1984 — 1986
Regents Degree
Hendrick Hudson High School 1982 — 1984
Capital One Wealth & Asset Management December 2012 - Present
BB&T November 2000 - March 2009
US Trust Company of New York March 1998 - October 2000
Chase Manhattan Bank August 1995 - February 1998
Skills
Building Relationships, Communication, Management, Banking, Estate Settlement, Trust Services, Risk Management, Trust & Estate..., Commercial Lending
Education
Pace University 1990 — 1994
BBA, Finance
Pace University, New York, NY
Bachelor of Business Administration (BBA), Business Administration and Management, General
Timber Creek Capital Management LLC March 2008 - Present
Timber Creek Capital Management LLC 2008 - Present
U.S. Trust Company of New York 2004 - 2008
State Street Bank 2000 - 2004
State Street Bank 2000 - 2004
Skills
Asset Managment, Fixed Income, Investments, Asset Management, Alternative Investments, Hedge Funds, Equities, Asset Allocation, Wealth Management, Portfolio Management, Investment Strategies, Investment Advisory, Investment Management, Mutual Funds, Wealth Management..., Securities, High Net Worth..., Estate Planning, Private Equity, Bloomberg, Equity Research, Bonds
Education
Amherst College 1969 — 1973
Bachelor of Arts (B.A.)
Citi Personal Wealth Management 2012 - Present
Wells Fargo Private Bank 2004 - 2012
Lassus Wherley & Associates 2001 - 2004
AMG National Trust Bank 2000 - 2000
The Guardian Life Insurance Company of America 1997 - 2000
U.S. Trust Company of New York 1993 - 1997
Skills
Wealth Management..., Wealth, High Net Worth..., Estate Planning, Strategic Financial..., Retirement, Investments, Financial Advisory, Trust Services, Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Banking, Asset Management, Asset Allocation, Portfolio Management, Securities, Financial Planning
Education
Pace University 2000 — 2001
Certified Financial Planning Program, Financial Planning
Hofstra University 1986 — 1990
Bachelor of Business Administration (BBA), Finance / Banking
Floral Park Memorial HS
New York State 2009 - Present
Merrill Lynch 2004 - 2009
US Trust Company of New York 1997 - 2002
Education
Fordham University - Graduate School of Business Administration 1989 — 1994
MBA, Finance
Fordham Law School 1983 — 1986
JD
SUNY Albany 1979 — 1983
BA, HISTORY
Apple Bank for Savings August 2015 - Present
Alma Bank April 2013 - August 2015
Sterling National Bank May 2006 - March 2013
US Trust Company of New York June 1999 - April 2006
Independence Community Bank January 1998 - June 1999
Skills
Loans, Banking, Commercial Lending, Credit Analysis, Commercial Banking, Credit, Mortgage Lending, Risk Management, Finance, Retail Banking, Customer Service, Small Business Lending, Financial Risk, Cash Management, Consumer Lending, Portfolio Management, Financial Analysis, Cross Selling, Financial Reporting, Budgets, Investments
Education
Kingsborough Community College
Associate's degree, Business Administration and Management, General