Experience

SELF RELIANCE NY FEDERAL CREDIT UNION

• United States
• Banking
• 1 - 100 Employee

• EVP, Chief Financial Officer

  • 2016 - Present

  Reporting to the President / CEO, lead multi-functional teams in credit union operations including directing finance & accounting, lending & collections, investments, and human resources. Develop and implement vision and strategy to meet credit union and membership goals, inspiring and motivating employees to consistently achieve superior member engagement. Safeguard $1B+ in assets by soundly investing funds to strengthen capital and provide a strong foundation for growth. Oversee lending, membership satisfaction, community relations, business / membership development, employee engagement, retention, product and service delivery. Member of BSA / AML Committee.



Peapack-Gladstone Bank | Private Banking since 1921

• United States
• Banking
• 300 - 400 Employee

• Senior Managing Director, Commercial & Private Banking

  • 2013 - 2016

  Recruited by CEO to institute enterprise-wide Private Banking concept to expand growth with new/existing clients and penetrate new markets with deposit gathering, credit, wealth management, and estate planning products and services. • Championed new product development, new client aquisition, risk analysis, and portfolio management, leading teams in acquiring new clients and cross-selling client base full product line. • Drove expansion strategy, significantly contributing to bank-wide growth from $1.5B to $3B in assets. • Established and implemented an Interest Rate Risk Management program to mitigate fixed-rate risk for the institution while allowing clients to manage their interest rate risk. • Started new partnership with business advisory services firm to assist commercial banking clients with assessing capital structure and potential sale of business.



Citi

• United States
• Financial Services
• 700 & Above Employee

• VP, Foreign Exchange

  • 2010 - 2013

  Charged with expanding growth of Foreign Exchange / FX services, partnering with Middle Market and Business Banking Division Executives, Team Leaders, and Relationship Managers to assist commercial clients with managing currency risk. • As guest speaker and SME, provided nationwide clients and centers of influence with comprehensive updates on the global economy, currency markets, and changing trends to guide clients through volatility risks. • Built $2M portfolio of new FX clients by establishing and enhancing relationships with cross-sell partners.



Citizens

• United States
• Banking
• 700 & Above Employee

• VP, Currency Risk Management / FX

  • 2005 - 2009

  Led FX initiatives with Large Corporate and Middle Market Banking clients, collaborating with Relationship Managers. Led FX initiatives with Large Corporate and Middle Market Banking clients, collaborating with Relationship Managers.



Fleet Bank

• Banking
• 1 - 100 Employee

• Director, Capital Markets - FX and Interest Rate Derivative Sales

  • 1997 - 2004

  Recruited to Foreign Exchange to cross-pollinate relationship focus with trading desk culture.

• VP Commercial Banking - Relationship Manager

  • 1993 - 1997

  Started in the formal credit training program for loan officer development. Progressed through credit analysis, portfolio management and relationship manager roles. Also attended Northwestern University Kellogg School of Management - Credit Analysis and Financial Reporting Courses.