Bio
Experience
-
Ambac
-
New York City
-
Managing Director-Treasury
-
Sep 2013 - Sep 2017
-
New York City
Managed 12 member treasury department for this financial guarantee insurance company. Responsibilities include: asset/liability management, cash forecasting, short term investment, bank relations, daily cash management operations including wire transfers, premium operations and securities settlement. Accomplishments include: implementation of new portfolio management and operations trading platform, $225 million innovative capital markets transaction, updating and improving cash forecasting process, re-organizing accounts payable process and streamlining policies and procedures. Member of firm’s Asset/Liability Committee (ACLO).
-
-
-
-
1st VP & Treasurer
-
Jul 2007 - Mar 2012
Led and managed the treasury department of this $200B mutual life insurance company with responsibility for, managing and safeguarding the company's cash position; managing short term liquidity; providing critical cash forecasting information to maximize the asset / liability match and investment returns; partnering with business units to identify and implement efficient, safe and cost-effective cash management processes; representing the company to the banking community; managing banking relationships; and managing the company's capital markets activities.
-
-
-
-
United States
-
Financial Services
-
700 & Above Employee
-
Vice President and Deputy Treasurer
-
2000 - 2007
Assisted Sr. VP and Treasurer in all aspects of managing the department including monitoring and managing departmental operations and budgets including the company's $10M annual bank fee budget. Also responsible for managing and monitoring compliance with company's debt compliance covenants.
-
-
Assistant Vice President/Director
-
1996 - 2000
Responsible for Treasury Services Unit consisting primarily of identifying, designing and implementing cash management processes; client service and bank relations.
-
-
Treasury Manager
-
1994 - 1995
-
ADP
-
Roseland
-
Sr. Treasury Analyst/Cash Manager
-
1987 - 1994
-
Roseland
-
Delphi Financial Services
-
Greater New York City Area
-
Sr. Accountant
-
1985 - 1987
-
Greater New York City Area
-
-
Education
-
1990 - 1994Fairleigh Dickinson University
MBA, Finance -
1980 - 1984The College of New Jersey
Bachelor of Arts (B.A.)
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
Need a custom project? We'll create a solution designed specifically for your project.
References
Social Profiles
Community