
Timeline
About me
Project / Operations / Purchasing Manager
Education

University of wisconsin
1983 - 1986Graduate certification bank operationsThe School for Bank Administration, Bank Administration InstituteGraduate Course - 146 Credit HoursAchieved Certification in Bank Operations Administration.

Grover cleveland h.s.
1972 - 1976Academic science & mathActivities and Societies: Bio. Prep. Lab. - 95 Credits Achieved School Letter for over 90 hours of Biology Prep Lab work. The 2nd to do so in the school's history.

University of wisconsin-madison - school of business
1983 - 1986Certification bank operationsThe course culminated in taking a Bank, whether Wholesale, Retail or Commercially focused, and changing that bank into its' opposite. I.e., taking a Wholesale focused Bank and turning it into a Retail focused Bank. At my disposal was current market shares, Economic Market climates, customer and location demographics, current Balance Sheet, equipment, personnel and facilities. Market share targets were given and then a complete Business Plan was derived to achieve those goals.
Experience

Swiss bank corp. ny
Aug 1979 - Nov 1993Senior traderProprietary money market dealer for all foreign currency above and below the line products.Managed trading and hedge accounts in U.S. Dollars, Deutsche Marks, Pound Sterling, Japanese Yen, Swiss Francs, ECU and Canadian Dollars.Created and managed Mark-to-Market processes.Created and managed all administrative polices concerning foreign currency trading activities for the New York branch. Point man for all external and internal auditing functions. Coordinated the implementation of the SENDERO Asset and Liability Risk Management System for the FX Division. Budget targets consistently met or exceeded.Operations First Line Supervisor for Federal Funds Dept.Balance sheet reconciliation.Managed Vostro Accounts and created efficiencies.Streamlined payment flows and procedures.Headed Phone inquiry paying and receiving Investigations. Show less

Kredietbank
Nov 1993 - Mar 1997Senior traderProprietary money market dealer for all foreign currency above and below the line products.Created and managed Mark-to-Market processes and policies.Managed trading accounts in Dutch Gilders, Deutsche Marks, Pound Sterling and Japanese Yen.

Mony
Apr 1997 - Jan 1998Financial advisorFinancial Planning Analysis and SalesAnalyzed customer financial status and portfolios providing recommendations, including but not limited to, life, health and disability insurance as well as mutual funds and variable rate products. Provided timely and accurate market analysis enabling clients to take advantage of products and application in various scenarios.FAST Tracked first year with 25 new accounts.All applicable licensing and registration (NASD) obtained.

Ebs dealing resources
Jan 1998 - Feb 2003Vp sales• Consultative sales for new products to existing client base as well as prospecting for new clients.• Assisted IT Developers with expert product specifications and client usage application.• Provided verbal and written analysis for new product development. • Product focus for IMM FRA trading platform and Conversational Direct dealing platform. • Manage account base of the top 50 global banks.• Manage team of 4 with same focus, U.S. and Canada.• Face to face training of Global sales team. • Team participant providing direction for additional potential markets. Show less

First empire securities
Apr 2003 - Sept 2006Vp salesNew York 2003 to 2006 V.P. Fixed Income Securities Sales/InvestmentsEstablished new working relationships with financial institutions at senior management level.Provided clients with market analysis and portfolio ideas to achieve highest ROI while providing protection and adherence to Regulatory mandates.Institutional sales of fixed income products to C level client base as well as portfolio analysis.Opened an average of 2 new accounts per week.Enabled clients to weather and profit through the market turmoil of 2008 with accurate portfolio recommendations and executions.Authored and co-authored weekly market commentary for distribution. Show less

Cantor fitzgerald
Oct 2006 - Apr 2008Vp sales• On target sales to institutional and independent clients of Cantor’s proprietary Market Data to buy side and sell side clients. • Product focus on Fixed Income, IRS, Options and Skews.• Project lead for Latin America based Market Data.• Assisted Product Development with client specifications for new product releases.• Assisted IT Development in providing client specifications through needs analysis.

Knobias, inc.
May 2008 - Mar 2009Svp sales• On target sales to institutional and independent clients of Knobias’ proprietary market data and workstation to buy side and sell side clients.• Within 6 months closed 36 New Accounts• Maintained a minimum of 15+ Prospects in Pipe for trial purposes.• Created and launched various marketing campaigns.

Metlife
Jul 2009 - Feb 2012Financial advisor• On target sales per Quarter, achieving “Super Starter’• Analyzed customer financial status and portfolio’s providing recommendations, including but not limited to, life, health and disability insurance as well as mutual funds and variable rate products and investments. • Provided timely and accurate market analysis enabling clients to take advantage of products and application in various scenarios.

Sunrise toyota
Jan 2012 - May 2015Sales consultant1st Year - Rookie of the Year Award2nd Year - #2 in Total Sales Volume

Competition toyota
Jun 2015 - Sept 2015Sales consultantSales Consultant

Smithtown toyota
Sept 2015 - Mar 2017Pre owned and new car salesSales Consultant

Us crane & rigging llc
Mar 2017 - Apr 2020Project / operations / purchase manager• Coordinating Engineers, Outside Legal Counsel, Architects & Site Managers.• Monitor and report Progress/Set Backs• Billing/Contracts Admin. for all Vendors.• Accounts Payable Reconciliation.• Equipment & Services Price negotiation and execution.• Equipment deliveries/movement• Ensure timely and accurate insurance coverage's.• Bank/Loan documentation.• Personal Assistant to Owner.• Records management for all the above (digital and hard copy)
Licenses & Certifications

Bank operations post graduate certification.
Bank administration instituteAug 1986
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