Top Assistant Treasurers in Greater New York City Area

Jennifer Miraglia
President/CEO
Greater New York City Area
President/CEO
Adjunct Facilitator
Vice President, Internal Development Consultant, Retail Middle Market Financial Services
Vice President, Development Director, Chase Home Finance
Vice President, Organizational Capability Manager, Finance & Risk Management, and Corporate Staff
Vice President, Organizational Capability Manager, Corporate Staff Human Resources
Assistant Vice President, Organizational Development Manager, Finance Human Resources
Assistant Treasurer, Human Resources Officer, Finance Human Resources
HR Associate, Human Resources Associate Program
Columbia University in the City of New York
Quinnipiac University
Glen Ridge High School
Recommendations: 22
Leadership Development
Executive Coaching
Performance Management
Change Management
Organizational Development
Talent Management
Training
Employee Engagement
Thomas Bley, PMP
Project Manager
Greater New York City Area
Project Manager
Project Manager
Project Manager
Project Manager
Project Manager
Project Manager (Consultant)
Senior Project Manager
Project Manager
Assistant Vice President
Assistant Treasurer
Account Executive
Columbia University in the City of New York
Pace University
Adelphi University
Recommendations: 19
Project Management
Software Project Management
SharePoint
Agile Project Management
MS Project
PMO Development
PMO set-up
Project Management Operations
Robert CPA
President
Greater New York City Area
President
Chief Financial Officer
Audit / Assurance & Advisory Services
Chief Financial Officer
Assistant Treasurer, Assistant Controller
Head of Finance / Controller - Americas
Syracuse University
Saint Joseph Regional High School
Recommendations: 19
Finance
Financial Reporting
Mergers
Training
ERP
Business Process Improvement
Accounting
Auditing
Howard ??
Guild Member
Greater New York City Area
Guild Member
Director of Operations
Disc Jockey
Speaker Team Leader and Stage Director
Community Manager
Director of Programs and Special Interest Groups
Blogger
Adjunct Lecturer
Adjunct Lecturer
Business Development Director and Alchemist
Technical Evangelist and Program Manager
Director of Operations
Associate & Project Manager
Assistant Treasurer
Associate Executive Director at Manny Cantor Center
CEO and President
Chief Operating Officer
Asst. to the Board of Directors, Photographer and Counselor
Retreater
Contributing Editor, The Start-Up Toolkit
CEO and Executive Director
Sr. Director, Management Programs
Media Planner and Technical Support
New York University
New York University
Oceanside High School
Recommendations: 14
Social Networking
Start-ups
Social Media
Entrepreneurship
Social Media Marketing
Blogging
Strategy
Digital Media
Jonathan Kinlay
Head of Quantitative Research & Trading
Greater New York City Area
Head of Quantitative Research & Trading
Head of Quantitative Research & Trading
Global Head of Model Validation / Model Risk
Head of Quantitative Research
Adjunct Professor of Finance
Founder, General Partner, Head of Quantitative Research
Adjunct Professor of Finance
Director, Quantitative Research and Trading
Vice President, F/X Risk & Trading
Assistant Treasurer, F/X Risk & Trading
Bristol University
London Business School
The University of Sheffield
Recommendations: 11
Hedge Funds
Derivatives
Consulting
Quantitative Analytics
Financial Modeling
Investment Management
Financial Engineering
Investment Research
Madhumita Chakrabartti MBA MS
Executive Director, Financial Planning & Analysis
Greater New York City Area
Executive Director, Financial Planning & Analysis
Assistant Treasurer
Independent Finance Consultant
Sr. Director Business Planning & Analysis/US Controller
Director, Bus Planning & Analysis
Senior Business Planning Analyst – Domestic Water Division
Senior Financial Analyst – Information Technology
Senior Accountant / Staff Accountant / Accountant
Financial Analyst
Accountant
Pace University - Lubin School of Business
Pace University - Lubin School of Business
Calcutta University, Lady Brabourne College
Carmel Convent, Calcutta, India
Loreto Convent Asansol
Recommendations: 11
Business Analytics
Financial Analysis
Forecasting
Hyperion Enterprise
Essbase
Business Planning
Workforce Planning
Strategy
Ian Roseman
Project Manager
Greater New York City Area
Project Manager
Senior Project Manager (Contract)
Sr. Professional Services Consultant
Solutions Architect
Automation Engineering
Automation Engineering
Consultant / Manager
Architect / PM
Architect / PM
Program, Project & Team Manager
Global QA and Analyst Manager
Production and QA Manager
Assistant Treasurer / Analyst
Director of QA and Tech Support Manager
Sales & Marketing Internship
Assistant Field Service Engineer
Recommendations: 11
Agile Methodologies
Scrum
Business Analysis
Cloud Computing
Software Project...
Program Management
Quality Assurance
Management
David J. Jensen
Aviation Instructor
Greater New York City Area
Aviation Instructor
CEO
General Manager
Chief Pilot - Part 141 Flight School
Gold Seal Certified Flight Instructor - Instrument
Adjunct Professor
Commercial Lending Officer - Assistant Treasurer
Commercial Lending Officer - Assistant Treasurer
Pace University - Lubin School of Business
Trinity Christian College
State University of New York at Fredonia
Suffolk County Community College
Recommendations: 10
Aviation Professional
Cost Cutting Professional
Facilities Management Professional
Aviation
Facilities Management
Flights
Water
Pressure Washing
Marc Griffo
Bank Examiner
Greater New York City Area
Bank Examiner
Independent Consultant
Vice President
Assistant Treasurer
Senior Investment Operations Specialist
Client Services Administrator & Operations Specialist
Operations Administrator, Stock Loan Department
Retail Store Manager
CUNY- The College of Staten Island
Kingsborough Community College
Samuel J Tilden HS.
Recommendations: 9
Fixed Income
Bloomberg
Equities
Securities Lending
Financial Services
Securities
Corporate Actions
Settlement
Ed Tan
Senior Columnist
Greater New York City Area
Senior Columnist
VP/SA Energy and Utilities
MD-Business Development
MD-Structured Trade Finance
MD Energy Group
Assistant Treasurer
Yale University
New York University - Leonard N. Stern School of Business
Recommendations: 8
Financial Analysis
Portfolio Management
Credit Analysis
Finance
Investments
Analysis
Credit
Equities
Stephanie Betancourt
Assistant Treasurer
Greater New York City Area
Assistant Treasurer
Licensed Real Estate Salesperson
Licensed Real Estate Agent
Licensed Real Estate Agent
CIB: Commodities and Natural Energy Division
Pace University - Lubin School of Business
St. Marys
Universitat d'Alacant / Universidad de Alicante
Recommendations: 7
Bloomberg
Investments
Real Estate
Bloomberg Terminal
Microsoft Excel
Corporate Finance
FX trading
Liquidity Management
Duane Penister MBA
Real Estate Broker
Greater New York City Area
Real Estate Broker
Licensed Real Estate Associate Broker
Affiliate
Senior Project Manager
Project Manager
Project Manager
Assistant Treasurer
Senior Programmer Analyst
Fordham Gabelli School of Business
State University of New York at Buffalo - School of Management
Recommendations: 7
Vendor Management
Project Management
ITIL
MS Project
User Training
Management
PMO
SDLC
Thomas MBA
VP / Corporate Relationship Manager / Institutional Account Manager
Greater New York City Area
VP / Corporate Relationship Manager / Institutional Account Manager
Vice President, Senior Associate, High Impact Project Team, Institutional Clients Group
Vice President / Senior Account Manager - Treasury & Trade Solutions - Institutional Clients Group
Vice President / Institutional Relationship Manager - Investor Services
Assistant Treasurer / Senior Client Service Administrator
Trader Assistant
Stony Brook University
Pace University
Hofstra University
Recommendations: 7
Andreas Alfred Verrios MBA
Adjunct Corporate Finance Professor
Greater New York City Area
Adjunct Corporate Finance Professor
Partner
Assistant Treasurer
Boston University
Ethnikon kai Kapodistriakon Panepistimion Athinon
American College of Greece
Rutgers University-New Brunswick
Recommendations: 6
Corporate Communications
Strategic Sourcing
Value Chain Analysis
ISDA negotiations
Compliance PCI
SEO
Online Advertising
E-commerce
Addison Hardy, CPA, CGMA
Senior Contract Administrator
Greater New York City Area
Senior Contract Administrator
Board of Directors - Treasurer
Senior Financial Analyst
Senior Financial Professional
Regional Business Manager
Business Manager
Accounting Manager
Accounting Supervisor
Assistant Treasurer
Audit Supervisor
Audit Supervisor/Senior Accountant
Staff Accountant
Staff Accountant
Fairleigh Dickinson University
Recommendations: 6
Public Speaking
Faith-based
Strategic Planning
Community Outreach
Non-profit Boards
Financial Accounting
Budget Process
Event Planning
Helene Reda
Chief Administrative Officer
Greater New York City Area
Chief Administrative Officer
Chief Executive Officer / Business Manager
Director
Assistant Vice President
Assistant Treasurer
Colorado Technical University
Pace University - Lubin School of Business
Niagara University
American Institute of Banking
Colorado Technical University
Recommendations: 6
SOX
Process Engineering
Customer Relations
Audit
Team Building
Project Management
Human Resources
Auditing
Tim Patterson
Principal Software Engineer, Prime Services
Greater New York City Area
Principal Software Engineer, Prime Services
Software Engineer
Computer Operator/Computer Programmer
Development Programmer
Assistant Treasurer, Software Engineer
Vice President
Programmer Analyst
St. John's University
Recommendations: 6
SQL Server
T-SQL
Database Design
SQL Tuning
ETL
Databases
Database Development
Data Warehousing
Joan A. Blank
NYS Licensed Real Estate Salesperson
Greater New York City Area
NYS Licensed Real Estate Salesperson
CEO and President and Licensed General Insurance Consultant
Assistant Treasurer - Paxar Corporation and VP Treasurer - Paxar BV and Paxar International
Manager - International Treasury
Assistant Treasurer
Investment Broker and Financial Planner
Treasurer and Director of Finance
Manager Cash Management
Manager - Treasury Operations
Cash Manager
Pace University - Lubin School of Business
Mercy College
Recommendations: 6
Insurance and Financial Risk Management
Investment and Debt Management
Capital Markets
International Treasury Management
Foreign Exchange and Interest Rate Hedging
Financial Re-engineering
Defined Benefit and Contribution Plans
Hamptons Luxury Real Estate
Michael CertITM
Partner Enablement Architect
Greater New York City Area
Partner Enablement Architect
Senior Implementation Manager
Assistant Treasurer
Director
Associate Secretary / Treasury
Montclair State University
Recommendations: 6
Visual Basic
Excel
Treasury Management
letters of
Cash Flow Forecasting
Banking
Liquidity Management
Cash Flow
Jamie (Stagno) Steiner, Ed.D.
School Counselor
Greater New York City Area
School Counselor
Assistant Director of Admissions
Assistant Treasurer
Saint John Fisher College
Fordham University
College of New Rochelle
Recommendations: 5
Curriculum Development
Career Counseling
Program Development
Curriculum Design
Grant Writing
Staff Development
Student Counseling
Program Evaluation
Lawrence DeBlasio
Director, Security Operations
Greater New York City Area
Director, Security Operations
Director, Asset Protection Operations
Director, Global Security
Assistant Vice President
Assistant Treasurer
New York University - Leonard N. Stern School of Business
Georgetown University
Recommendations: 5
Security Operations
Customer Service
Physical Security
Security Management
Risk Assessment
Crisis Management
Corporate Security
Business Continuity
Raveen Seaton
Director, Rehabiliation Loan Programs
Greater New York City Area
Director, Rehabiliation Loan Programs
Financial Consultant
Vice President, Multi Family Relationship Manager
Portfolio Manager, Head of Department
Vice President and Loan Officer
Vice President
Vice President/Credit Manager
Assistant Treasurer
Assistant Treasurer
Assistant Treasurer
Corporate Finance Analyst
St. John's University, The Peter J. Tobin College of Business
Spelman College
August Martin High School
Recommendations: 5
Computer Proficiency
Financial Analysis
Financial Modeling
Managerial Finance
Financial Risk
Valuation
Loans
Portfolio Management
Beverly Jacobs
Senior KYC Specialist
Greater New York City Area
Senior KYC Specialist
Senior KYC Officer, Associate
Compliance Analyst - Consultant
Account Control Manager, Vice President through June 2011
Worldwide Securities Services - Vice President
Worldwide Securities Services, Financial Institutions Group, Assistant Vice President
Worldwide Securities Services, Relationship Administrator, Assistant Treasurer
Worldwide Securities Services, Relationship Assistant
University of Phoenix
St. Francis College
American Institute of Banking
Recommendations: 5
Banking
Global Custody
Fixed Income
Risk Management
KYC
Financial Services
Relationship Management
AML
Glenn Miklencic
Principal Consultant
Greater New York City Area
Principal Consultant
Campaign Analytics Manager
Consultant
Vice President Database Marketing and Business Analytics
Vice President - Decision Management
Vice President - Cobrand Analytics
Vice President - Customer Value Managment
Manager Marketing Planning and Analysis
Manager
Assistant Treasurer
Research Analyst
Seton Hall University
Recommendations: 5
Analytics
Customer Insight
Cross-functional Team Leadership
Forecasting
Business Development
Management
Analysis
Business Planning
David Lubert
Vice President, HSBC Bank USA, N.A. – Payments and Cash Management
Greater New York City Area
Vice President, HSBC Bank USA, N.A. – Payments and Cash Management
Assistant Treasurer - North America
Associate - Capital Management and Rating Agencies
Member - Financial Development Program
Financial Analyst
Penn State University
Penn State University
Hollidaysburg Area High School
Recommendations: 4
Hedging
Cash
Cash Management
Cash Flow
Corporate Finance
Capital Markets
Capital Structure
Treasury Management
Jelani Watkins
Director of Finance
Greater New York City Area
Director of Finance
Accounting Supervisor
Senior Accountant
Senior Analyst
Assistant Treasurer
Credit Analyst
New York University
Morehouse College
Recommendations: 4
Nancy Walsh
International Financial Analyst
Greater New York City Area
International Financial Analyst
Assistant Treasurer | Director of Finance
Executive Vice President and Chief Financial Officer (CFO)
Executive Vice President and Chief Financial Officer (CFO)
Executive Vice President and Chief Financial Officer (CFO)
Corporate Cash Manager |Financial Analyst
Vice President of Finance and Treasurer
Assistant Treasurer | Director of Corporate Finance
Chief Financial Officer (CFO), Worldwide Wholesale Division
Senior Vice President of Finance
Chief Risk Officer
Northeastern University - Graduate School of Business Administration
University of New Hampshire
Recommendations: 4
Budgets
Retail
Strategic Planning
Financial Reporting
Accounting
Cross-functional Team...
Sarbanes-Oxley Act
Capital Markets
Alexander Gershgorin
Director - Global Head of Equity Trading Middle Office
Greater New York City Area
Director - Global Head of Equity Trading Middle Office
Director
Senior Vice President
Vice President
Assistant Vice President
Vice President
Assistant Treasurer
Developer
New York University - Polytechnic School of Engineering
Kiev Institute of Civil Aviation Engineers
Recommendations: 4
Trading Systems
Prime Brokerage
Financial Markets
Trading
Hedge Funds
Market Data
Bloomberg
Back Office
Christina Falcone
Director - Billing & Accounts Receivable
Greater New York City Area
Director - Billing & Accounts Receivable
Director-Financial Shared Services & Treasury
Assistant Treasurer
Staff Accountant
Pace University - Lubin School of Business
Pace University-Pleasantville/Briarcliff Campus
Recommendations: 4
Financial Reporting
Finance
Auditing
Financial Analysis
Treasury Management
Management
Shared Services
Cash Management
Lyle Katz
Banker
Greater New York City Area
Banker
Senior Loan Officer
VP, Assistant Treasurer
Manager, Debt and Capital Markets
VP
Cash Management
Analyst
Fordham University
Vanderbilt University
Recommendations: 4
Finance
Risk Management
Budgets
Business Strategy
Process Improvement
Analysis
Cash Management
Financial Modeling
Gary Harper, MBA, CTP
Manager Corporate Finance
Greater New York City Area
Manager Corporate Finance
Co Owner
Vice President, Business Leader
Assistant Treasurer
Principal
Marketing Manager, Innovation
Manager, Capital Planning & Investments
Senior Financial Analyst
Trust Administrator
Northwestern University - Kellogg School of Management
University of Illinois at Urbana-Champaign
Recommendations: 4
Cross-functional Team...
Forecasting
Leadership
Credit Risk
Management
Analysis
Investments
Capital Structure
Marianne Romano
Assistant Treasurer - Market Development/Social Media
Greater New York City Area
Assistant Treasurer - Market Development/Social Media
Relationship Manager/ Market Coordinator
Personal Banker & Curator of Gallery and events
Team player
Designer / Importer fine leather handbags
Teacher
Owner & therapist
Recommendations: 4
Banking
Strategic Planning
Commercial Banking
Team Building
Customer Service
Mortgage Lending
Loans
Credit
Tim Reifschneider
Business Developement DIrector
Greater New York City Area
Business Developement DIrector
Director of Business Development
Account Executive
Account Executive
Account Executive
Assistant Treasurer
Adelphi University
Nassau Community College
Garden City High School
Recommendations: 4
Team Statistician, Long Island Blue Devils
Home Demolition/Construction
Bassist, 1990's Garage Band, The Luv Weezuls
Juggling (balls, not pins)
Founding Member/Performer After Dark Productions
Public Relations
Advertising
New Business Development
James CGMA
Assistant Controller | Corporate
Greater New York City Area
Assistant Controller | Corporate
Corporate Controller
Senior Director Finance and Assistant Treasurer
Corporate Controller | US Subsidiary
Director, External Reporting and Technical Accounting
Seton Hall University
Recommendations: 4
Controllership Functions
Forecasting/Budgeting
Internal/External Reporting
Accounting Policy and Procedures
Mergers & Acquisitions
SOX Compliancy
Cross-functional Team Leadership
Strategic Planning
Elaine Zee
VP - Line Business Manager
Greater New York City Area
VP - Line Business Manager
VP - Program and Project Manager for Investment Banking IT Research
AVP - IT Infrastructure Fixed Income Technology Relationship Manager
Technical Associate – IB IT Development Tools and Common Components / IT Infrastructure Relationship
Assistant Treasurer, Business Intelligence - Marketing
Waitress
Assistant Manager
Recommendations: 3
Business Analysis
Investment Banking
Vendor Management
SDLC
IT Strategy
Fixed Income
Derivatives
Risk Management
Rachel Fisher, PHR, SHRM-CP (LION)
Sr. Human Resources Recruiter, Assistant Treasurer
Greater New York City Area
Sr. Human Resources Recruiter, Assistant Treasurer
Talent Acquisition Specialist
Staffing Associate/Recruiter
Staffing Coordinator/Jr. Recruiter
Human Resources Assistant
Stony Brook University
Stony Brook University
Brooklyn Technical High School
Recommendations: 3
Applicant Tracking System Administration
Performance Management System Administration
HRIS
Full Cycle Recruitment
Project Management
Sourcing
Recruiting
Background Checks
Malcolm Miller
Vice President, Treasurer
Greater New York City Area
Vice President, Treasurer
Advisor
VP, Treasurer and Investor Relations
VP, Treasurer and Investor Relations
AVP and Assistant Treasurer
Assistant Treasurer
Manager
University of North Carolina at Chapel Hill
Trinity College-Hartford
Dartmouth College
Westminster School
GCDS
Recommendations: 3
Mac/PC proficient
Bloomberg
Hyperion
Investor Relations
Risk Management
Liquidity Management
Treasury Management
Capital Markets
Cynthia Fincher, MBA, CCRP
VP Standards & Risk
Greater New York City Area
VP Standards & Risk
Consultant
Consultant
Vice President Operational Risk Control
Senior Auditor
Product Manager
Assistant Treasurer
Control Manager
Temple University
Saint Peter's College
Lincoln University
Recommendations: 3
Project Management
Operational Risk
Management
FCPA
KYC
USA PATRIOT Act
Regulatory Risk
Auditing
Jimmie Warren
Assistant Vice President, Transfer Agent Team Leader
Greater New York City Area
Assistant Vice President, Transfer Agent Team Leader
Assistant Vice President, Master Custody Department
Financial Systems Consultant
Assistant Treasurer
State University of New York College at Oswego
Recommendations: 3
Management
Hedge Funds
Financial Services
Accounting
Derivatives
Mutual Funds
Investments
Banking
Len CTP
Associate Director, Treasury/Manager, Treasury
Greater New York City Area
Associate Director, Treasury/Manager, Treasury
Assistant Treasurer
Staff Accountant
Director-Liquidity
Vice President, Treasurer
Rutgers University - Newark
Rutgers University
Recommendations: 3
Treasury Management
Cash Management
Investments
Debt Facilities
Banking Relationships
Process Improvement
Accounting
Corporate Finance
Melinda Armenti
Vice President
Greater New York City Area
Vice President
Member
Member
Vice President - Strategy and Operations
Vice President - Corporate Strategies
Vice President - Commercial Operations
Leader, IMLP and OMLP - Leadership Programs
Vice President, Media Works Integration
Director, Corporate Systems
Black Belt, Information Technology
Project Manager, Information Technology
Assistant Treasurer, Credit Analyst
Credit Administration
Muhlenberg College
Rider University
Recommendations: 2
Strategy
Cross-functional Team...
Management
Leadership
Program Management
Strategic Planning
Project Management
Team Leadership
Arun Nayar
Member Board of Directors
Greater New York City Area
Member Board of Directors
EVP and Chief Financial Officer
SVP Treasurer & CFO ADT Worldwide
CFO Operations
Assistant Treasurer - Corporate Finance and Capital markets
President
President, ABB Project and Structured Finance (USA) Inc
Director, Finance - Treasury
Delhi University
St. Xavier School - Delhi
Recommendations: 2
Corporate Finance
Financial Analysis
Audit Committee
Executive Management
Board Governance
M&A experience
International
Investor Relations
Andrew F. Gilmore, CFE, CAMS
Vice President
Greater New York City Area
Vice President
Manager BSA/AML Consulting
Consultant ~ Compliance: AML/BSA Audit/Assessment
Financial Operational Risk Specialist AVP
Senior Associate
Assistant Treasurer
Financial
SUNY Oswego
New York Institute of Technology-Old Westbury
Recommendations: 2
Risk Assessment
Operational Risk Management
Operational Risk
Compliance
Corporate Governance
Business Ethics
Account Reconciliation
Risk Management
Laurie Cama, SPHR, CCP
Executive HR Specialist, Talent Management and Executive Human Resources
Greater New York City Area
Executive HR Specialist, Talent Management and Executive Human Resources
Independent Contractor at BASF
Owner
Vice President, Compensation Manager
Vice President, Senior Compensation Specialist
Vice President, Training and Development, Organizational Development/Diversity Manager
AVP, Manager of Global Services Associate Programs and HR Associate Program
Second Vice President, Human Resources Associate Program and Curriculum Manager
Assistant Treasurer, Compensation Analyst
Human Resources Associate
Alfred University
Alfred University
Recommendations: 2
Organizational Development
Recruiting
Human Resources
Performance Management
Leadership
Training
Personnel Management
Deferred Compensation
Pascal Weel
Senior Bank Examiner - Funding & Liquidity
Greater New York City Area
Senior Bank Examiner - Funding & Liquidity
SVP, Treasury Liquidity
SVP, Treasury Capital Markets
AVP, Strategy & Planning
Relationship Service Manager, FX
Head of Independent Control
Assistant Treasurer
Intern, Derivatives Sales
CFA Institute
Vrije Universiteit Amsterdam
Universiteit van Amsterdam
Universität Hohenheim
Universiteit van Amsterdam
St Ignatius
Recommendations: 2
Capital Markets
Fixed Income
Derivatives
Treasury Management
Structured Products
Hedging
Financial Risk
FX Options
Christopher Haines
Vice President, Operational Risk Management
Greater New York City Area
Vice President, Operational Risk Management
Director - Risk Manager
Associate Director
Assistant Treasurer
Saint Peter's University
Saint Peter's University
Recommendations: 2
Operational Risk
Operational Risk...
Basel II
Financial Risk
Credit Risk
Social media Risk...
UDAAP
Compliance
Paul Wittenberg
Pricing Analyst
Greater New York City Area
Pricing Analyst
Independent Consultant - Finance
Division Controller
Assistant Treasurer
Director of Finance, Health Care
Accounting Manager, Health Care
Director, Group Premium Accounting
City University of New York-Brooklyn College
Recommendations: 2
Financial Modeling
Sarbanes-Oxley
Insurance
Accounting
Financial Analysis
Sarbanes-Oxley Act
Process Improvement
Auditing
Denise Roistacher
Learning and Organizational Development Director, North America
Greater New York City Area
Learning and Organizational Development Director, North America
Senior Talent Development Specialist
Assistant Treasurer, Training and Development Project Manager
Fordham University
Hofstra University
William Alanson White Institute
Recommendations: 2
Organizational Development
Coaching
Organizational Effectiveness
MBTI
Workshop Facilitation
Group Dynamics
Leadership Development
Talent Management
Elizabeth B. Baldyga
Planning & Analysis Specialist
Greater New York City Area
Planning & Analysis Specialist
Audit Officer, Assistant Treasurer
Risk Reporting Analyst
Project Finance Associate
University of Maryland University College
Rutgers, The State University of New Jersey-Newark
Recommendations: 2
Norma Duckson
District Manager
Greater New York City Area
District Manager
Assistant District Manager
Office Manager
Tax Associate
Relationship Manager, Vice President, Global Securities Services
Client Service Manager, Assistant Vice President
Accounting Manager, Assistant Treasurer
Accounting Team Leader
Pension Trust Accountant
Staff Accountant
Staff Accountant
Jr. Accountant
Accounting Clerk
Pace University
Recommendations: 2
Customer Service
Financial Services
Team Building
Financial Analysis
Credit
Business Strategy
John Clements
SVP - Data Strategy Executive
Greater New York City Area
SVP - Data Strategy Executive
Consultant - Business Development
Director, Collection Strategy
Director, Risk and Information Management
Senior Manager, Credit Bureau Relations
Manager, Customer Information Management
Senior Credit Analyst, Consumer Lending
Assistant Treasurer, Credit Card Products
Hofstra University
St. John's University, The Peter J. Tobin College of Business
Recommendations: 1
Segmentation
Mark G. Kahrer
Senior Director - Business Performance & Improvement
Greater New York City Area
Senior Director - Business Performance & Improvement
Vice President - Finance. PSE&G
Vice President - Finance & Development - PSEG Power
Assistant Treasurer
Director - Corporate Accounting
Director - Financial Risk Management
Manager - Federal Affairs
Manager - Strategic Planning
Accountant/Analyst/Sr. Analyst/Manager
Seton Hall University
St. Peter's College
Recommendations: 1
Financial Analysis
Financial Modeling
Corporate Finance
Financial Reporting
Due Diligence
Project Finance
Energy Markets
Sarbanes-Oxley Act
Veronica C. Young
Deputy Director, Treasury
Greater New York City Area
Deputy Director, Treasury
Director, Global Cash Management
Senior Manager, Treasury Operations
Vice President, Assistant Treasurer
Treasury Manager
Treasury Manager
Treasury Manager
Fairleigh Dickinson University
Fairleigh Dickinson University
Recommendations: 1
Cash Management
Forecasting
Banking
SOX
FX
Software Implementation
Contract Negotiation
Budgeting
Neil Rasmussen
AVP - Securities Lending
Greater New York City Area
AVP - Securities Lending
Assistant Treasurer / Assistant Vice President
Clerk
Clerk
Clerk
Recommendations: 1
Securities Lending
Fixed Income
Trading
Collateral Management
Swaps
Financial Risk
Mutual Funds
Corporate Actions
Paul Campisi
Vice President - Manager
Greater New York City Area
Vice President - Manager
Vice President
Vice President
Assistant Vice President
Assistant Treasurer
Assistant Treasurer
Assistant Treasurer
Staff Accountant
Staff Accountant
CUNY School of Professional Studies
Queens College of the City University of New York
Recommendations: 1
Banking
Commercial Lending
Credit
Credit Analysis
Loans
Management
Portfolio Management
Financial Analysis
Giovanna Scalera
Customer Service Representative
Greater New York City Area
Customer Service Representative
VP/ Assistant Branch Manager Operations
VP/ Asst Branch Manager Operations
VP, Branch Manager
Vice President / Branch Manager
Vice President / Branch Manager
Assistant Branch Manager / Assistant Treasurer
Treasurer
Restaurant Manager/Event Planner
CW Post College, New York
Katherine Gibbs School, New York
Scuola Dante Alighieri, ROMA<> Italia
Recommendations: 1
Language Proficiency
Spanish
Italian
Compliance
Cash Management
Sales Management
Operational Efficiency
Retail Banking
Sigal Zarmi
Vice Chairman, Global Chief Information Officer
Greater New York City Area
Vice Chairman, Global Chief Information Officer
CIO - GE Capital Americas
CIO & Quality Leader GE Corporate Financial Services
MD & Chief Operating Officer
CIO
Transformation Leader
CIO & Assistant Treasurer
Columbia University - Columbia Business School
Technion - Israel Institute of Technology
Recommendations: 1
Patrick J. Farrell
Chief Financial Officer
Greater New York City Area
Chief Financial Officer
Chief Financial Officer & Head of Operations
Chief Financial Officer
Chief Financial Officer - Funds
Vice President - Controller of Mutual Funds
Vice President-Associate Manager
Assistant Treasurer
Auditor
Manhattan College
Recommendations: 1
Money Market
Mutual Funds
Equities
System Administration
Securities
Asset Managment
Fixed Income
Audit Committee
Mary Ann Bowen
Owner/Franchisee
Greater New York City Area
Owner/Franchisee
Board Member
Treasury Consultant
Treasury Consultant
Treasury Manager
Sr. Treasury Analyst
Director Cash Management and Sales Audit
Director, Treasury Management
Assistant Treasurer & Assistant Secretary
Treasury Analyst
Senior Treasury Analyst
Cash Management Analyst
Rutgers University-New Brunswick
Rutgers Preparatory School
Recommendations: 1
Cash Management
Treasury Management
Cash Flow Forecasting
Accounts Receivable
Liquidity Management
Letters of Credit
IPO
Merchant Services
Karen Algios
SBA Portfolio Manager - FDIC Clearance - Notary Public
Greater New York City Area
SBA Portfolio Manager - FDIC Clearance - Notary Public
Junior Workout Officer
Assistant Treasurer Workout
Repossession Coordinator
New York Institute of Technology-Old Westbury
The Wheatley School
Recommendations: 1
Portfolio Management
Credit
Banking
Risk Management
Small Business
Small Business Lending
Leadership
Sales
Dennis Manassero
Assistant to Vice President, Accounts Payable and Purchasing Manager
Greater New York City Area
Assistant to Vice President, Accounts Payable and Purchasing Manager
Assistant Treasurer, Accounts Payable, Purchasing Manager
Accounts Payable Manager
Marymount Manhattan College
Istituto Leardi
Recommendations: 1
Bookkeeping
Financial Risk
Financial Reporting
Database Administration
Financial Analysis
Account Reconciliation
Accounting
Business Process Improvement
Clarine Usher
attendee
Greater New York City Area
attendee
attendee
Vice President Investment Division
Independant Consultant
Corporate Vice President, Investment Accounting Department
Senior Consultant
Manager, Financial Risk Management
Assistant Treasurer and Assistant Vice President
Manager, Investment Accounting and Administration
Tulane University - A.B. Freeman School of Business
Loyola University New Orleans
Recommendations: 1
Internal Controls
Accounting
Finance
Portfolio Management
Banking
Investments
Auditing
Treasury
Yuki Asayama
VP
Greater New York City Area
VP
AVP
Assistant Treasurer
Columbia University in the City of New York
Recommendations: 1
JavaScript
GWT
Java
Node.js
SQL
Oracle
Shell Scripting
AngularJS
Kelli Cobb,
Director, Organization Development and Talent Management
Greater New York City Area
Director, Organization Development and Talent Management
Director, Organizational Development
Director of Organizational Development
Assistant Vice President, Senior Line of Business Development Officer
Assistant Treasurer - Diversity Planner
HR Instructional Designer/Trainer
State University of New York at Stony Brook
University of Phoenix
Recommendations: 1
Service Excellence
Organizational Development
Talent Management
Team Building
Succession Planning
Human Resources
Employee Engagement
Employee Relations
Anthony Giovi
Senior Vice President
Greater New York City Area
Senior Vice President
Vice President, Relationship Manager & Senior Loan Officer - Middle Market Banking
Vice President, Relationship Manager, International Corporate
Assistant Vice President, Middle Market Banking
Assistant Treasurer, Middle Market Banking
Recommendations: 1
Banking
Credit Analysis
Commercial Banking
Commercial Lending
Loans
Credit
Credit Risk
Lines Of Credit
GEORGE DEAN CALLAS
Partner and Managing Director
Greater New York City Area
Partner and Managing Director
Executive Consultant
Managing Partner and National Sales Director
Senior VP Sales North America
Director Finance
Assistant Treasurer Bache Commodity Management Co.
William & Mary
The College of William and Mary
Cresskill High School
Recommendations: 1
Investment Banking
Fixed Income
Capital Stress Testing and Strategic Planning
Money Market
Hedge Funds
Bonds
Credit Analysis
Options
Sean Cover, CTP
Director of Treasury and Investment Operations
Greater New York City Area
Director of Treasury and Investment Operations
Assistant Treasurer
Treasury Manager
Senior Dealer
Senior Programmer/Analyst
Systems Administrator
Pace University - Lubin School of Business
Saint John's University
Stuyvesant High School
Recommendations: 1
Cash Management
Investment Management
Banking
Higher Education
Endowments
Treasury Management
Investments
Cash
Richard Englander
Vice President, Finance & Operations
Greater New York City Area
Vice President, Finance & Operations
Research Director & Accounting
Senior Tax Advisor I
Assistant Treasurer
Operations Manager
President & Owner
Hofstra University
Philadelphia University
Recommendations: 1
Payroll
Banking
Accounting
Tax Preparation
Management
Compliance
Financial Analysis
Recruiting
Robert Staller
Operations Analyst
Greater New York City Area
Operations Analyst
Dividends Analyst
Business Analyst
Senior Operations Specialist
Manager
Supervisor
Assistant Treasurer
Supervisor
Money Market Operations Clerk
Pace Business School
Manhattan College
Mount Saint Michael Academy
Recommendations: 1
Account Reconciliation
Corporate Actions
Banking
Trading
Middle Office
Back Office
Financial Services
Microsoft Excel
Donna Quilty
Senior Relationship Assistant
Greater New York City Area
Senior Relationship Assistant
Consultant
Apprentice
Paralegal
VP | Documentation Specialist | Compliance
Credit Derivatives Confirms | Negotation Consultant
Credit Derivative Reconciliation Consultant
VP | Documentation Negotiation
Assistant Treasurer | Documentation Compliance
Term Loan Assistant
Columbia University in the City of New York
New York University
New York University
Hofstra University
SUNY Farmingdale
Recommendations: 1
ISDA Derivative Documentation
Credit Documentation
Confidentiality Agreements
International & Domestic Banking
SEC Documentation
Notary Public
Derivatives
Confidentiality
Ayana Kone
Regulatory Compliance, Specialized Compliance
Greater New York City Area
Regulatory Compliance, Specialized Compliance
Assistant Treasurer, Compliance
Associate Compliance Officer
At Home Services Field Supervisor
Administrative Assistant
Sales
St. Joseph's College
St. Joseph's College
Recommendations: 1
Team Management
Software Project...
Training & Development
Account Management
Banking
Credit
Customer Service
Data Analysis
Emily Edelstein
Product Manager, Chase Wealth Management Technologies; Vice President
Greater New York City Area
Product Manager, Chase Wealth Management Technologies; Vice President
Senior Project Manager; Vice President
Project Manager; Vice President
Client Reporting Manager; Assistant Vice President
Client Service Associate; Assistant Treasurer
Rutgers College
Recommendations: 1
Product Development
Project Management
SDLC
Management
Fixed Income
Financial Services
Equities
Quality Assurance
Tony Procaccini
Self-Employed
Greater New York City Area
Self-Employed
CEO
Assistant Treasurer
Fordham Gabelli School of Business
Andrew Warde HS 1976
Recommendations: 1
Edward CMF
Senior Consultant
Greater New York City Area
Senior Consultant
Principal
Market Vice President
Vice President and General Manager
Senior Consultant
Manager
Assistant Treasurer - Placement Officer
Long Island University
Recommendations: 1
Executive Coaching
Career Management
Career Counseling
Job Search Strategies
Resume Writing
Interview Coaching
Outplacement
Talent Management
Aidine Rivera
Vice President - U.S. Equity
Greater New York City Area
Vice President - U.S. Equity
Assistant Treasurer
Audit Senior
Audit Senior
Seton Hall University
Recommendations: 0
Equities
Finance
Asset Management
Accounting
Internal Audit
Internal Controls
Business Management
Regulations
James Langelotti
Vice President & Treasurer
Greater New York City Area
Vice President & Treasurer
Vice President & Treasurer
Assistant Treasurer
Manager Treasury Operations
Manager Treasury Operations
Cash Manager
Manhattan College
Recommendations: 0
Treasury Management
Financial Analysis
Accounting
Cash Management
Financial Reporting
SEC filings
Risk Management
Liquidity Management
Marc Pinsky
Vice President/Senior Client Services Manager
Greater New York City Area
Vice President/Senior Client Services Manager
Product Owner
Manager, Investment Operations
Assistant Vice President/Client Service Officer
Assistant Treasurer
FRA Conference
Saint Joseph's College
Long Island University, C.W. Post Campus
Recommendations: 0
Alternative Assets
Private Equity
Operations Management
Financial Software Implementation
Back Office
Manage Client Relationships
Securities
Vendor Management
Theresa Puccio, CTP, FRM
Treasurer
Greater New York City Area
Treasurer
Senior Vice President, Treasurer
Treasury Manager
Vice President, Assistant Treasurer
Financial Analyst & Investment Consulting
Financial/Treasury Analyst
Financial/Treasury Analyst
International Purchasing Manager
New York University - Leonard N. Stern School of Business
Hofstra University Frank G. Zarb School of Business
Hofstra University
Wall Street Training with Hamilton Lin, CFA
Recommendations: 0
Jens Berding
Executive Director
Greater New York City Area
Executive Director
Consultant
Vice President and Treasurer
Assistant Treasurer
Head of Portfolio Strategy and Analytics
Latin American Treasurer
Head of Global Liquidity Risk Management
Global Head of Structured Funding
Assistant Vice President
Senior Financial Analyst - Business Development
Senior Financial Analyst - Overseas Finance
Member of German Delegation
Analyst - Training Program
University of Virginia Darden School of Business
University of Bayreuth
Washington and Lee University
Recommendations: 0
ALM
Corporate Finance
Market Risk
Risk Management
Liquidity Risk
Capital Markets
Liquidity Management
Liquidity
Candice Biscocho
Vice President, Senior Underwriter, Real Estate
Greater New York City Area
Vice President, Senior Underwriter, Real Estate
Consultant, Real Estate Lending
Associate Director, Credit Underwriter & Workout Department
Second Vice President, Risk Office - Real Estate
Associate, Asset Management - Real Estate
Assistant Vice President, Relationship & Portfolio Mgmt - Financial Institutions
Assistant Treasurer - Corporate Finance, U.S.
Credit Analyst - Corporate & Institutional Banking
New York University
Queens College
College of the Holy Spirit, Philippines
Recommendations: 0
Banking
Credit Risk
Credit Analysis
Corporate Finance
Asset Management
Financial Risk
Real Estate
Portfolio Management
Vivian Young
Vice President
Greater New York City Area
Vice President
Vice President, Product and Platform
Managing Director
Consultant
Senior Vice President
Assistant Treasurer
Associate
Recommendations: 0
Asset Management
Financial Planning
Fixed Income
Estate Planning
Product Development
Product Strategy
Channel Marketing
Asset Managment
Harry Rappaport
Assistant Treasurer
Greater New York City Area
Assistant Treasurer
Analyst
Intern
Intern
Intern
Duke University
Staples High School
Recommendations: 0
Bloomberg
Microsoft Excel
Financial Modeling
PowerPoint
Microsoft Office
Data Analysis
Microsoft Word
Public Speaking
Henry Deeb
Digital Media Manager
Greater New York City Area
Digital Media Manager
Web Administrator
Project Manager
Graphic/Web Specialist
Graphic/Web Specialist
Graphic/Web Designer
Graphics Specialist
Technology Coordinator
Assistant Benefits Manager
Benefits Specialist, Assistant Treasurer
Orientation/Promotion Coordinator
Employment/Employee Relations Coordinator
The Catholic University of America
Recommendations: 0
Web Design
Adobe Creative Suite
Social Media Marketing
Marketing
SharePoint
Email Marketing
Databases
Google Analytics
Michael Coakley
Chief Information Officer
Greater New York City Area
Chief Information Officer
Adjunct Professor of Computer Science
Adjunct Professor of Computer Science
Adjunct Professor of Computer Science
Director, Solutions Development and Delivery
Director, IT Operations
DBA
Software Development Consultant
DBA
Assistant Treasurer - Systems Administrator/DBA
Pace University
Stevens Institute of Technology
Marist College
Recommendations: 0
IT Strategy
IT Management
Information Technology
Cloud Computing
Business Intelligence
IT Operations
Integration
Software Project Management
Richard DiDio
Vice President - Operational Risk Management
Greater New York City Area
Vice President - Operational Risk Management
Board Member
Board Member
Vice President - Operations & Systems
Vice President - Risk Management
Vice President - Private Banking Operations
Vice President - Chase Securities Inc., Trading Floor Operations
Vice President - Capital Markets Product & Production Risk Management
Second Vice President - Securities Operations Internal Control Officer
Assistant Treasurer - Capital Markets Operations Analyst
Supervisor - Letter of Credit Petroleum Team
Wagner College
Recommendations: 0
Risk Management
Asset Management
Victor Grado
Managing Director, CRE Treasurer
Greater New York City Area
Managing Director, CRE Treasurer
Treasurer - Mexico
Assistant Treasurer, Real Estate
Corporate Finance Team Leader
Competitive Intelligence Leader
Associate Economist
The University of Texas at Austin
Massachusetts Institute of Technology
Recommendations: 0
Treasury Management
Cash Management
M&A support
Market Risk
Corporate Finance
Financial Analysis
Financial Modeling
Commercial Real Estate
Andrew Shoup
Managing Director
Greater New York City Area
Managing Director
Chief Administration Officer (CAO)
Vice President Assistant Treasurer
Senior Manager
The Ohio State University
Recommendations: 0
Global Mutual Fund Administration
Global Valuations
Complex Fund Structures
Alternative Investments
Mutual Funds
Funding
Vendor management/Oversight
Developing/Implementing SOX Controls
Sandro Cestaro
COO / CFO
Greater New York City Area
COO / CFO
Operations Director
Office Manager
Financial and Operations Manager
IT Manager
Assistant Treasurer
Price - Cost control / Office Manager
Office Manager
Università degli Studi di Siena
ITG Brunelleschi
Recommendations: 0
Cosmetics
Beauty Industry
Skin Care
Personal Care
Marketing Strategy
Product Development
Marketing
Brand Management
Jenny (Herles) Herles
Assistant Treasurer - Managing Commodity Trade Finance & Structured Finance
Greater New York City Area
Assistant Treasurer - Managing Commodity Trade Finance & Structured Finance
Operations & Finance
Logistics & Accounting
Recommendations: 0
Commodity Risk Management
Commodity
Project Finance
Risk Management
Accounting
Finance
Logistics
Corporate Finance
Rajat Gupta, CFA
Group Treasurer
Greater New York City Area
Group Treasurer
Assistant Treasurer, Capital Markets
Global Market Risk Director, Bunge Limited and CRO-Bunge Global Agribusiness
Director, Portfolio Analysis
Director, Market Risk
Assistant Treasurer, Financial Risk and Affiliate Finance
Director, Global Market Risk
Manager, International Treasury
Supervisor, Treasury systems and analytics
Manager, Banking and Cash
Assistant Treasurer, Northern Europe
Manager, Banking and Cash
Sr. Treasury Analyst
Treasury Analyst
Senior Project Engineer
Thunderbird School of Global Management
Indian Institute of Technology, Roorkee
Recommendations: 0
Treasury Management
CRO
Capital Structure
Capital Markets
Corporate Finance
Risk Management
Hedging
Agribusiness
Stephen Elia
Vice President / Commercial Credit Manager
Greater New York City Area
Vice President / Commercial Credit Manager
Vice President / Commercial Portfolio Manager
Assistant Vice President / Senior Credit Analyst
Assistant Vice President / Senior Credit Analyst
Assistant Vice President / Underwriter
Assistant Treasurer, Credit Risk Management
Senior Retail Credit Analyst
Credit Specialist, Factoring Division
City University of New York-College of Staten Island
St. Peter's Boys High School
Recommendations: 0
Credit
Banking
Credit Risk
Credit Analysis
Commercial Banking
Commercial Lending
Loans
Small Business Lending
Mark Johnson, CFA
Vice President & Assitant Treasurer/ Vice President & Treasurer
Greater New York City Area
Vice President & Assitant Treasurer/ Vice President & Treasurer
Principal
Senior Vice President and Treasurer
Vice President & Treasurer
Vice President, Secondary Marketing
Vice President & Assistant Treasurer
Assistant Treasurer
Senior Manager Corporate Finance
Financial Sales Representative/Financial Analyst
University of Michigan Business School
University of Pennsylvania - The Wharton School
University of Pennsylvania
Recommendations: 0
Corporate Finance
Structured Finance
Rating Agency Relations
Financial Modeling
Risk Management
Capital Structure
Bank & Bondholder Relations
Financial Analysis
Heidi Widom
Vice President, Cash Management Manager - Northeast Division
Greater New York City Area
Vice President, Cash Management Manager - Northeast Division
Vice President, Cash Management Consultant
Vice President, Treasury Management Officer
Vice President, Client Billing Ombudsman
Business Development Executive
Global Account Manager
Team Leader - Non-Bank Financial Institutions
Second Vice President/Vice President, Relationship Manager
Assistant Treasurer, Cash Management Analyst
Loan Officer Development Program
Treasury Analyst
NEW YORK UNIVERSITY GRADUATE SCHOOL OF BUSINESS ADMINISTRATION
Brandeis University
Recommendations: 0
Treasury Services
Cash Management
Ralph Bumbaca
Regional Vice President
Greater New York City Area
Regional Vice President
Senior Vice President-Team Leader, Business Banking
Vice President, Corporate Finance
Vice President, Corporate Banking Group
Vice President - Middle Market Team Leader
Vice President, Middle Market Banking
Assistant Vice President, Corporate Markets Group, Health Services Department
Assistant Treasurer
Loan Officer Development
CUNY/Brooklyn College
Recommendations: 0
George Forster
US Deputy Tax Leader
Greater New York City Area
US Deputy Tax Leader
VP -- Global Taxes and Assistant Treasurer
Partner
Northeastern University
Ohio Wesleyan University
Recommendations: 0
International Tax
Tax
Transfer Pricing
Corporate Tax
Tax Advisory
IFRS
SEC filings
Tax Law
Jodie Rocco
Assistant Treasurer
Greater New York City Area
Assistant Treasurer
Manager, Treasury
Assistant Vice President, Treasury
Assistant Vice President, Treasury
Treasury Manager
St. John's University
Hofstra University
Recommendations: 0
Treasury Services
Treasury
Cash Flow Forecasting
Sarbanes-Oxley Act
Treasury Management
Variance Analysis
Cash Flow
Internal Controls
Alan Koines
Director, Acting Assistant Treasurer
Greater New York City Area
Director, Acting Assistant Treasurer
Director
Associate Director
AVP
Fairfield University
Recommendations: 0
Steven A. Cohen
Vice President
Greater New York City Area
Vice President
Regulatory Analyst
Vice President, East Coast Sales
Senior Portfolio Manager
Registered Options Trader
Assistant Treasurer
State University of New York at Buffalo
Recommendations: 0
Options
Financial Risk
Financial Markets
ETFs
Electronic Trading
Trading Systems
Finance
Portfolio Management
Howard Wardlow
Treasurer
Greater New York City Area
Treasurer
Assistant Treasurer
Hubbell Incorporated
Sr. Treasury Analyst
Sacred Heart University
Fairfield University
Recommendations: 0
Financial Reporting
Finance
Treasury Management
Sarbanes-Oxley Act
Cash Management
Financial Analysis
Financial Modeling
Managerial Finance
Francis Bao
Senior Programmer / Assistant Treasurer
Greater New York City Area
Senior Programmer / Assistant Treasurer
Senior Programmer / Assistant Treasurer
VP
Project Leader, Senior Programmer
_
The City College of CUNY
Xi'an Jiaotong University
Recommendations: 0
Risk Management
18 years experience of developing software within the capital markets.
Extensive knowledge in financial product valuation and risk management.
Fixed Income
Equities
Financial Risk
Portfolio Management
Derivatives