Vice President

• Nov 2015 - Present

Vice President in Global Capital Markets division with portfolio of accounts in the restructuring and specialized services groups. Working with Institutional Clients specializing in escrow, custody, liquidation trusts and disbursing agent transactions. Vice President in Global Capital Markets division with portfolio of accounts in the restructuring and specialized services groups. Working with Institutional Clients specializing in escrow, custody, liquidation trusts and disbursing agent transactions.

Vice President - Institutional Services

• Dec 2014 - Nov 2015

Business Development Associate

• Mar 2013 - Dec 2014

VP & Senior Institutional Trust Officer

• Jul 2010 - Jan 2013

Senior Relationship Manager for varied portfolio of institutional trust and custody accounts including bond issuances, escrow, custody, investment management and retirement services. Duties included daily administration in compliance with legal documentation. Primary customer contact as well as responsible for new business development and growth of revenue with existing clients. Senior Relationship Manager for varied portfolio of institutional trust and custody accounts including bond issuances, escrow, custody, investment management and retirement services. Duties included daily administration in compliance with legal documentation. Primary customer contact as well as responsible for new business development and growth of revenue with existing clients.

Vice President

• Jan 2001 - Dec 2009

Business Segment Leader and Relationship Manager in the Corporate Trust Services Division. Laid off due to relocation of account portfolio to New York City and my decision not to relocate my family from Connecticut.

Vice President

• Jan 2001 - Dec 2009

Vice President - Relationship Manager III

• Jan 2001 - Dec 2009

In the Corporate Trust Services Group, as a Relationship Manager III, administered a portfolio of over 120 corporate trust accounts. Relationship Manager for various corporate trust transactions including municipal, escrow, custody and collateral agency accounts. Actively conducted marketing calls for new business opportunities with referral sources and existing customers.

Vice President

• Jan 2001 - Jan 2008

Business Segment Leader 2006 to 2007* In the Corporate Trust Services Group, as a Business Segment Leader, managed a Corporate Trust Office in Providence, Rhode Island. Managed a staff of Relationship Managers and Relationship Specialists in the administration of all types of corporate trust transactions. Assisted in the opening of the office in 2006 and grew annual revenue to over $700,000 in 2007, well ahead of plan.; * As Business Segment Leader, maintained budgets, revenue reports and new business pricing in conjunction with Business Development Officer. Completed annual reviews of all direct reports and sat on the Group's Business Acceptance Committee and Default Watch List Committee. Demonstrated proactive results in marketing to referral sources, new business prospects and maintaining large customer relationships.* Also a Relationship Manager with a portfolio of 120 plus Corporate Trust Accounts including Leasing transactions, both domestic and cross-border, as both Indenture and Owner Trustee and corporate debt transactions, both investment grade and high yield. Major emphasis on corporate escrow, custody, collateral agency accounts. Also administered several types of public finance bond issues.

Vice President - Business Segment Leader

• Jan 2001 - Jan 2008

Business Segment Leader

• Jan 2001 - Jan 2008

Managed a staff of Relationship Managers and Relationship Specialists in the administration of all types of corporate trust transactions. Launched opening of Middletown, CT office in 2001 and grew revenue to over two million dollars in 2007. Office averaged over 65 new accounts closed per year Managed a staff of Relationship Managers and Relationship Specialists in the administration of all types of corporate trust transactions. Launched opening of Middletown, CT office in 2001 and grew revenue to over two million dollars in 2007. Office averaged over 65 new accounts closed per year

Vice President

• Jul 1997 - Jan 2001

* As Relationship Manager administered a diverse portfolio of accounts including, large leasing transactions, both domestic and cross-border in addition to corporate escrow, custody, collateral agencies and public finance issues. Concentration being on corporate debt transactions, both investment grade and high yield bond issues. * Worked with legal counsel on document review, attended transaction closings and worked with customers on investment of bond proceeds in compliance with transaction documents. * Responsible for the training and development of those analysts assigned. Proactive in the marketing of corporate trust services to referral sources and existing customers. Attended industry related conferences and training seminars.

Vice President

• Jan 1994 - Jul 1997

Vice President

• Nov 1988 - Jul 1997