Experience

First Republic Bank

• United States
• Banking
• 700 & Above Employee

• PBO MANAGER, MANAGING DIRECTOR

  • Apr 2012 - Present



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Assistant Treasurer

  • Apr 1998 - Mar 2012

  Responsible for growing a personal portfolio of business by developing and maintaining customers by offering a full range of products and services. Processed customer transactions according to branch policies and procedures. Prepared and balanced daily work, bank deposits etc. Developed and expanded customer relationships in order to build a book of business and contribute towards meeting individual and branch sales goals. Responsible for growing a personal portfolio of business by developing and maintaining customers by offering a full range of products and services. Processed customer transactions according to branch policies and procedures. Prepared and balanced daily work, bank deposits etc. Developed and expanded customer relationships in order to build a book of business and contribute towards meeting individual and branch sales goals.



U.S. Trust

• Financial Services
• 700 & Above Employee

• Executive Assistant

  • Jul 1977 - Apr 1998

  EXECUTIVE ASSISTANT TO COMPUTER SERVICES AND SCIENCES DIVISION MANAGER. RESPONSIBLE FOR managing the schedules and communications of key company executives. Duties include prioritizing emails and phone calls, gathering documents to prepare for meetings and coordinating travel arrangements. EXECUTIVE ASSISTANT TO COMPUTER SERVICES AND SCIENCES DIVISION MANAGER. RESPONSIBLE FOR managing the schedules and communications of key company executives. Duties include prioritizing emails and phone calls, gathering documents to prepare for meetings and coordinating travel arrangements.