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To utilize my skills and experience to support an organization that can utilize them.


Financial services executive and strategist with expertise in commercial credit and lending, relationship management and high net worth markets. Integrates an in-depth understanding of specialized credit practices that deliver the highest level of value to private banking/wealth management clients, along with strategic and innovative thinking and excellent communication skills. Proven ability to capitalize on market opportunities to drive revenue, capture market share and optimize shareholder value. Credentials include the underwriting of more than $1billion in approved loans to high net worth individuals and/or their corporations / partnerships, and the design and delivery of a unique technology solution and service that efficiently manages and monitors collateral risks in challenging and shifting markets.I am currently exploring opportunities that will take full advantage of my deep experience in the private banking/commercial lending sector, specifically my expertise in developing high value/low risk policy, procedures and systems for lending against marketable securities. Formally trained in all aspects of commercial lending at Industrial Valley Bank.

Work experience

Director, Private Banking

Bank of New York Mellon Corp.

Leader of a group of Private Banking professionals and Administrative Staff covering the greater Philadelphia Market Area. Provide direction and motivation in developing new business to existing and new Wealth Management Clients.

  • Successfully rebuilt an underperforming group by raising proactive performance expectations and standards.

  • Trained and developed banking associates to familiarize them with products and to advance their careers.

  • Increased origination and cash management fee income to $6,800M in first full year as team leader.

  • Increased Loan Outstandings 25% in a tight credit market.

  • Introduced new development program that grew calling program by 20 calls per month.


Sep 1979May 1984