Bny Mellon
Senior Private Banker - Advisory Channel
Merrill Lynch Apr 1, 2010 - Jun 2016
Director
Citi Oct 2006 - Mar 2010
Commercial Banking Director
Merrill Lynch Jan 2000 - Oct 2006
Vice President and Finance Manager
First Union National Bank Sep 1989 - Jan 2000
Vice President and Relationship Manager - Middle Market
Education:
Rider University 1995 - 1998
Master of Business Administration, Masters, Finance
The College of New Jersey 1987 - 1991
Bachelors, Bachelor of Science, Accounting, Finance
Rider University 1978 - 1982
Master of Business Administration, Masters
Skills:
Series 7 Series 63 Series 79 Series 66 Commercial Banking Investment Banking Credit Analysis Business Development Strategic Financial Planning Derivatives Finra Capital Markets Finance