Bank of America
Senior Portfolio Manager
Barclays Wealth and Investment Management Dec 2011 - Apr 2015
Credit Risk Officer
Hsbc Nov 2010 - Nov 2011
Senior Credit Advisor and Portfolio Manager
Citi Aug 2006 - Oct 2010
Vice President and Commercial Underwriter
Wells Fargo Aug 2002 - Aug 2006
Senior Credit Underwriter
Education:
Fordham University 1985 - 1987
Master of Business Administration, Masters, Corporate Finance
Queens College 1983 - 1985
Bachelors, Bachelor of Arts, History
Stuyvesant High School 1980
Graduate School of Business & Administration
Skills:
Portfolio Management Credit Private Banking Credit Risk Risk Management Banking Corporate Finance Due Diligence Commercial Banking Mergers and Acquisitions Financial Services Bloomberg Credit Analysis Valuation Hedge Funds Mortgage Lending Commercial Lending Loans Financial Risk Small Business Lending Equities Fixed Income Retail Banking Wealth Management Capital Markets Alternative Investments Finance Underwriting Series 7 Relationship Management Financial Analysis Investment Banking Financial Structuring Financial Markets Derivatives Asset Management