Experience

J.R. Bruno & Associates

• United States
• Financial Services
• 1 - 100 Employee

• Principal

  • Jul 2015 - Present

  US East Coast I head J.R. Bruno’s East Coast office and new Processing Center to better serve SBA and business lenders along the Eastern Seaboard. With that, my primary focus is on expanding JRB’s services to East Coast lenders. I also assist lenders nationwide in setting up or expanding their SBA and business lending programs, and work with the JRB Team in assessing current processes and portfolios for efficiency and credit quality enhancements.



AIQ / MeridianIQ

• SVP Operations

  • Sep 2010 - Apr 2015

  Manhattan, NY I joined Meridian IQ in 2010 when the company was a start-up and headed the Data Team. We developed web-based data tools that allowed investment and asset management firms to identify and efficiently sell their investment products to retail financial advisors and planners. Our database contained vital business data on 2.5 million U.S.-based financial advisers and insurance agents as well as 40,000 RIA, trusts and broker-dealer firms. Within 3 ½ years of operation, MeridianIQ acquired more than… Show more I joined Meridian IQ in 2010 when the company was a start-up and headed the Data Team. We developed web-based data tools that allowed investment and asset management firms to identify and efficiently sell their investment products to retail financial advisors and planners. Our database contained vital business data on 2.5 million U.S.-based financial advisers and insurance agents as well as 40,000 RIA, trusts and broker-dealer firms. Within 3 ½ years of operation, MeridianIQ acquired more than 700 institutional clients, achieving a leadership position in market share. Show less



Citi

• United States
• Financial Services
• 700 & Above Employee

• SVP Credit Policy and Risk Management

  • Nov 2004 - Nov 2010

  Held leadership roles Risk Management and Credit Policy teams, focusing on Commercial Credit Card portfolios. As the industry and business strategy evolved, played key roles in supporting aggressive business growth as a VP of Business Card Acquisitions, then focused on loss mitigation across multiple commercial portfolios and became main client-facing risk analyst and credit policy subject-matter expert for a key portfolio divestiture.



American Express

• United States
• Financial Services
• 700 & Above Employee

• Director, Commercial Lending - Cards

  • 1998 - 2004

  Greater New York City Area Held roles of increasing responsibility (last - Director of International Acquisitions) within the Risk Management division, focusing on the Corporate Payments portfolio. Received several internal recognition awards and played a key role in the division’s international business growth.