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Financial Industry Executive with extensive professional experience and diverse managerial responsibilities serving Fortune 500 to start-up clients. Results oriented, utilizing proactive business development, focused analytical, effective communication and proven leadership skills. Strong motivation to excel as evidenced by consistently successful achievements exceeding business goals. MBA degree and NASD Series 7, 63 licenses.

Work experience

Jul 2007Feb 2009

SVP and Group Head

The Bank of New York Mellon
Responsibilities included executing the credit strategy and facilitating the overall relationship for 225 large and middle market corporate clients. Managed a team of 15 professionals based in Pittsburgh, New York and Los Angeles. Oversaw policy formulation, relationship management, credit quality, underwriting, credit approvals and rating assessments for a $13 billion credit portfolio.
Nov 2004Jul 2007

SVP and Group Head

Mellon Financial
Selected to manage the overall relationship for 42 domestic and international corporate clients where Mellon extended credit through a team of six professionals based in Pittsburgh. Client portfolio of $2.5 billion in credit commitments represented the most profitable and complex institutional relationships.
Jan 2002Nov 2004

First Vice President

Mellon Financial Markets, LLC
Responsible for the evaluation and investment approval of diverse private equity funds to achieve incremental client acquisition. Also was responsible for the development of the broker-dealer marketing and business strategy for MFM business lines that included: origination of proprietary securities in public finance, asset-backed and corporate debt issuances and distribution of securities to institutional/retail investors nationwide.




Boston College - Wallace E. Carroll Graduate School of Management