Experience

CSG Partners | ESOP Advisors

• United States
• Investment Banking
• 1 - 100 Employee

• Managing Director

  • 2013 - Present

• Managing Director

  • 2013 - 2013



First National Bank of New York

• President - Commercial Market

  • 2009 - 2012

  One of the founding members of the bank holding company. Worked on raising capital and securing regulatory approval to acquire Madison National Bank in April, 2012. Worked on securing board members, establishing credit policies and recruiting staff to start up a C&I lending group. One of the founding members of the bank holding company. Worked on raising capital and securing regulatory approval to acquire Madison National Bank in April, 2012. Worked on securing board members, establishing credit policies and recruiting staff to start up a C&I lending group.



JPMorgan Chase

• Senior Vice President/Managing Director

  • 1973 - 2009

  Leader of a highly successful region responsible for managing and originating a $2B+ credit portfolio of high quality names with no charge offs over the past 15 years. Regional head of four teams covering lower Manhattan, Staten Island and Brooklyn. Broad mandate executed was to set strategy, grow market share, expand product penetration, drive revenue and profitability and manage and develop staff. Products included credit lines/revolvers, wealth management, mergers and acquisitions, interest rate swaps, derivatives, foreign exchange, hedging and capital markets----both debt and equity. Responsible for overall portfolio risk management. Clients included the Washington Post, Boar’s Head, J&R Music World, Topps, Newsweek, and Cumberland Packaging (Sweet’N Low). • Managed over $3B in liability balances (DDA and investment balances). • Managed staff of 70 - 100 depending upon market conditions. • Responsible for overall marketing and revenue generation - revenue and profitability consistently exceeded goals over the past 15 years. • Group was consistently at the top of its peers on referrals to Treasury Sales & Services, Wealth Management, and Capital Markets.