Experience

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  Invictus Group

  • United States
  • Banking
  • 1 - 100 Employee

  • Bank CEO Advisor

    • Jul 2017 - Present

    Leading staff and guiding clients in the review of the strategic planning process of financial institutions. Focusing on key analytics and metrics of strategic importance. Review of capital adequacy, risk management, stress testing of assets and best practices. Drive discussion of interest rate risk in both assets and liabilities, as well as, liquidity. Serve in an advisory capacity on merger and acquisition considerations.

  • Executive Director

    • Dec 2013 - Present

• 

  OceanFirst Bank and Holding Company

  • President and COO

    • 2004 - 2012

    Developed overall strategic direction and administration of all bank services to ensure maximum profitability commensurate with the best interests of customers, shareholders, and employees. Managed all senior and executive officers; provide superior customer relations and customer care, bank compliance, policies and procedures. Maintained direct accountability for operational and financial goals. Developed excellent working relationship with federal regulators.

• 

  Trust Company Bank

  • Jersey City, New Jersey

  • Senior Vice President and Retail Banking Executive

    • 2003 - 2005
    • Jersey City, New Jersey

    Led and directed $2.2 billion, 95 branch bank with locations throughout New Jersey and Rockland County, NY that included deposit services, consumer lending, business banking, and branch administration, as well as the Financial Center Network. Managed a staff of 700; created sales culture through buy-in from Regional Managers and establishing working agreements with retail management. Member of the Executive Steering Committee.

• 

  Dime Savings Bank

  • New York , NY

  • Senior Vice President and Division President

    • 2000 - 2003
    • New York , NY

    Provided seamless delivery of retail and wholesale banking and customer service to business development and branch growth for Rockland County, NY and 42 branches throughout the State of New Jersey including government banking. Managed a staff of 310 people.

• 

  First Union National Bank

  • Edison, New Jersey

  • Senior Executive and Area President

    • 1994 - 2000
    • Edison, New Jersey

    Directed the largest consolidation, implementation and system conversion of a major New Jersey acquisition (CoreStates). Appointed task force Chairman for successful transition and migration of process and technology.Consolidated 240 branches into 160 branches. Built rapport with both public and private sectors to gain rapid community approval. Managed all real estate, commercial, small business, corporate and consumer business development and branch network.

• 

  New Jersey Economic Development Authority

  • Trenton, New Jersey

  • Executive Director

    • 1991 - 1994
    • Trenton, New Jersey

    Oversaw a $9 billion financial entity for the State of New Jersey tasked to provide key economic relief to all businesses statewide via bond issues, guaranteed loans, federal grant proposals and real estate development financing. Managed a staff of 100.

• 

  Marine Midland Bank

  • New York, NY

  • Senior Compliance Officer and Administrative Vice President

    • 1982 - 1991
    • New York, NY

    Managed a $10 billion loan portfolio and supervised a staff of 60 professionals. Built the agent bank function, implemented a state -of-the-art, PC based agency and syndication tracking system. Managed remote locations in Hong Kong and New York .

• 

  JPMorgan Chase

  • New York, NY

  • Vice President and Department Head

    • 1976 - 1981
    • New York, NY

    Negotiated all reimbursements for the Letter of Credit Department, launched the Quality Recognition Program. Quickly promoted through accounting and policy control to department head.