Experience

MB Schoen & Associates, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Senior Vice President & Chief Bank Strategist

  • Jan 2022 - Present

  Primary responsibility for the firm’s strategy formulation and growing the Institutional Markets Business Unit. MB Schoen & Associates Inc. (“MBSA”) is a leading institutional insurance services company having over $25 billion in assets under administration. MBSA expertise, impartial advice and industry leading systems have empowered financial institutions to improve profitability and more effectively manage risk for 30 years. Established in 1992 as an advisory and administration risk… Show more Primary responsibility for the firm’s strategy formulation and growing the Institutional Markets Business Unit. MB Schoen & Associates Inc. (“MBSA”) is a leading institutional insurance services company having over $25 billion in assets under administration. MBSA expertise, impartial advice and industry leading systems have empowered financial institutions to improve profitability and more effectively manage risk for 30 years. Established in 1992 as an advisory and administration risk management firm, the company has evolved as an innovator in the development and commercialization of intellectual property related to insurance and financial services. Show less Primary responsibility for the firm’s strategy formulation and growing the Institutional Markets Business Unit. MB Schoen & Associates Inc. (“MBSA”) is a leading institutional insurance services company having over $25 billion in assets under administration. MBSA expertise, impartial advice and industry leading systems have empowered financial institutions to improve profitability and more effectively manage risk for 30 years. Established in 1992 as an advisory and administration risk… Show more Primary responsibility for the firm’s strategy formulation and growing the Institutional Markets Business Unit. MB Schoen & Associates Inc. (“MBSA”) is a leading institutional insurance services company having over $25 billion in assets under administration. MBSA expertise, impartial advice and industry leading systems have empowered financial institutions to improve profitability and more effectively manage risk for 30 years. Established in 1992 as an advisory and administration risk management firm, the company has evolved as an innovator in the development and commercialization of intellectual property related to insurance and financial services. Show less



Cornerstone Financial Consulting Partners, LLC

• Morristown, New Jersey, United States

• CEO & Founder

  • Jul 2014 - Dec 2021

  Cornerstone Financial Consulting Partners is an advisory firm focused on financial service companies including banks, insurance companies, pension funds, asset managers and family offices. Specialize in FinTech business development enabling community banks and credit unions to grow fee income and core deposits. Cornerstone Financial Consulting Partners is an advisory firm focused on financial service companies including banks, insurance companies, pension funds, asset managers and family offices. Specialize in FinTech business development enabling community banks and credit unions to grow fee income and core deposits.



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Managing Director Corporate Treasury

  • Feb 1977 - Jun 2013

  BNY MELLON Managing Director Corporate Treasury – 2007 - June 2013 • Management and design of fixed income optimization strategies for the bank's $100 billion domestic and European fixed income portfolios • Responsible for outsourcing and oversight of fixed income investments to third party asset managers. • Management of the company’s $5.0 billion bank owned life insurance (BOLI) and deferred compensation program. • Group head of the company’s short duration prime brokerage… Show more BNY MELLON Managing Director Corporate Treasury – 2007 - June 2013 • Management and design of fixed income optimization strategies for the bank's $100 billion domestic and European fixed income portfolios • Responsible for outsourcing and oversight of fixed income investments to third party asset managers. • Management of the company’s $5.0 billion bank owned life insurance (BOLI) and deferred compensation program. • Group head of the company’s short duration prime brokerage secured lending program. • Led BlackRock Solutions Aladdin implementation for the European fixed income portfolio. Managing Director – 1999 - 2006 • Head of Structured Finance & Financial Engineering Group utilized for balance sheet, tax, and capital optimization. • Managed securitization conduit “Old Slip Funding.” • Group Head of the company’s structured finance unit responsible for cross-border tax transactions. • Responsible CDS derivatives utilized for hedging the commercial loan portfolio. • Head of ALM Global Liquidity Group and led the company to Basel III compliance. • Member of the Company’s “Strategic Risk Committee”. • Head of integration team for the BNY/Mellon Bank merger in 2006. Head Global Funding – 1998 • De-risked and negotiated the sale of a $7.0 billion, BNY affiliate “Banco Credibanco” during the 1998 emerging market crisis. Head Global Funding – 1977 - 1997 • Responsible for all areas of finance for the company’s lead bank, Delaware credit card bank, overseas branches, and non-bank subsidiaries. • Member of ALCO. • Pioneered the development of retail CD and subordinated debt programs, bank notes and European commercial paper. • BNY as an equity investor resided as an operating committee member that initiated the launch of Promontory CDARS into the national banking market. • Responsible for derivative products utilized for balance sheet hedging and propriety trading. • Initially joined the bank as a manager of the company's reserve position and matched repo book. Show less BNY MELLON Managing Director Corporate Treasury – 2007 - June 2013 • Management and design of fixed income optimization strategies for the bank's $100 billion domestic and European fixed income portfolios • Responsible for outsourcing and oversight of fixed income investments to third party asset managers. • Management of the company’s $5.0 billion bank owned life insurance (BOLI) and deferred compensation program. • Group head of the company’s short duration prime brokerage… Show more BNY MELLON Managing Director Corporate Treasury – 2007 - June 2013 • Management and design of fixed income optimization strategies for the bank's $100 billion domestic and European fixed income portfolios • Responsible for outsourcing and oversight of fixed income investments to third party asset managers. • Management of the company’s $5.0 billion bank owned life insurance (BOLI) and deferred compensation program. • Group head of the company’s short duration prime brokerage secured lending program. • Led BlackRock Solutions Aladdin implementation for the European fixed income portfolio. Managing Director – 1999 - 2006 • Head of Structured Finance & Financial Engineering Group utilized for balance sheet, tax, and capital optimization. • Managed securitization conduit “Old Slip Funding.” • Group Head of the company’s structured finance unit responsible for cross-border tax transactions. • Responsible CDS derivatives utilized for hedging the commercial loan portfolio. • Head of ALM Global Liquidity Group and led the company to Basel III compliance. • Member of the Company’s “Strategic Risk Committee”. • Head of integration team for the BNY/Mellon Bank merger in 2006. Head Global Funding – 1998 • De-risked and negotiated the sale of a $7.0 billion, BNY affiliate “Banco Credibanco” during the 1998 emerging market crisis. Head Global Funding – 1977 - 1997 • Responsible for all areas of finance for the company’s lead bank, Delaware credit card bank, overseas branches, and non-bank subsidiaries. • Member of ALCO. • Pioneered the development of retail CD and subordinated debt programs, bank notes and European commercial paper. • BNY as an equity investor resided as an operating committee member that initiated the launch of Promontory CDARS into the national banking market. • Responsible for derivative products utilized for balance sheet hedging and propriety trading. • Initially joined the bank as a manager of the company's reserve position and matched repo book. Show less