Occupation:Financial Manager, Branch or Department |
Location:Seaford, NY |
Education Level:Master |
Will Relocate:No |
Description
Intrepreneurial credit finance anmd accounting professional with ability to service intrernal & external customers and manage growth in fast changing environment
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | (Confidential) | 11/2002 - Present |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| Almeda University | Finance | 2004 | Master Degree |
| Juniata College | Economics & Bus Admin | 1979 | Bachelor Degree |
Social Media
| TYPE | TITLE | URL | DESCRIPTION |
|---|---|---|---|
| Book | "Empires of the Mind"- | media url | Denis Waitley's book on success in a knowledge based world |
| Book | "The Pursuit of WOW" | media url | Tom Peters follow-up to his "Pursit of Excellence" |
| Book | "Winning!" | media url | Noelle Nelson book on using LAWYER'S COURTROOM TECHNIQUES to get your way |
| Book | "Building the High-Performance Sales Force" | media url | Joe Petrone's book written for sales managers tro help balance people and profits |
| Book | "Dream Giver" | media url | Bruce Wilkinson's book on living your dream not just living your life |
| Book | "RAcing through Paradise" | media url | William Buckley Jr.'s book, his 3rd of his trilogy on world sailing |
| Book | "Straight from the CEO" | media url | Top business leaders (CEO's) reveal ideas to help managers - compiled by Price Waterhouse |
| Book | "Super Self" | media url | book by Charles Givens on increasing personal effectiveness |
| Book | "Seven Habits of Highly Effective People" | media url | Stephen Covey's seminal book on lessons for personal change |
| Book | "Thriving on Chaos" | media url | Tom Peters hit book on manaement change suggestions |
| Book | "How to Become a Rainmaker" | media url | Jeffrey Fox's book on rules for getting & keeping customers and clients |
| Book | "The Road Ahead" | media url | Bill Gates on the information highway and new age of technology |
| Book | "The Art of Winning" | media url | Dennis Conner's principles of attitude, performance, teamwork, goals and competition derived from his win at the America's Cup races |
| Book | "Power of Positive Thinking" | media url | Dr. Norman Vincent Peale, 1952 |
| Book | "Time for Success" | media url | Alec Mackenzie's book on stategies for goal setters (see also "The Time Trap" & "About Time" |
| Book | "Bottom Up Marketing" | media url | Ries & Trout book on marketing strategies and tactics; see also "Positioning: The Battle for the Mind" |
Accomplishments
Highlights:
Portfolio Manager - 5 yrs +; CFO - 5 yrs; distance trainer-3 years; executive search - 5 yrs+Companies I like:
Pepsico, Toyota, Progressive, Lockhead Martin, Northern Trust, Big 5 consulting
Job Skills
Keywords
- Credit Officer
- Underwriting
- Portfolio Management
- relationship management
- loan review
- commercial lending
- private banking
- wealth management
- investments
- financial analysis
- credit policy
- loan structure
- FASB
- workout strategy
- collateral
- CFO
- controller
- treasury management
- letter of credit
- MBA
- Finance
- economics
- NASD
- revolver credit facility
- general accounting
- budgeting
- credit and collections
- facilities management
- logistics
- engineered electrical products
- standard costs
- annual operating plan
- GAAP
- distance training
- consulting
- outplacement
- executive search
- CRM
- stocks
- options
- bonds
- mutual funds
- annuities
- ETF
- futures
- commodities
- FOREX
Responsibilities
Local office selling or servicing international customers - can speak Japanes and German, learning Spanish
