Position:
Controller at Graystone Solutions, Inc., Financial Analyst / Staff Accountant/Risk Manager at RBS Citizens Bank NA
Work:
Graystone Solutions, Inc.
- Wayland MA since Feb 2012
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Controller
RBS Citizens Bank NA
since Sep 2010
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Financial Analyst / Staff Accountant/Risk Manager
Morgan Stanley
- New York, New York Apr 2010 - Sep 2010
-
Budget Analyst Global Wealth Management
REFINANCE.COM/INTERCONTINENTAL CAPITAL GROUP
- New York, New York Jan 2006 - Mar 2010
-
Loan Analyst
Refinance.com
Jan 2006 - Mar 2010
-
Senior Loan Officer
OPPENHEIMER FUND
- New York, New York Dec 2003 - Jan 2006
-
Asset Management Assistant
Education:
HOFSTRA UNIVERSITY, Frank G. Zarb School of Business 2002 - 2005
B.S, Business Management; Accounting and Finance
Hofstra University 2002 - 2005
B.S., Finance/Businesss Management
Beaver Country Day 1994 - 1998
HS Diploma
Skills:
Hyperion, Oracle, Microsoft Office, Credit, Banking, Credit Analysis, Financial Analysis, Financial Modeling, Loans, Strategic Financial Planning, Corporate Finance, Financial Statement Analysis, Financial Reporting, Risk Management, Portfolio Management, Mortgage Lending, Credit Risk, Finance, Cloud Computing, Cloud-based, Mortgage Servicing, Trade Finance, Standards Compliance, Compliance Testing
Interests:
Mortgage origination, alternative financing,financial asset servicing,and compliance
Certifications:
SAFE
Massachusetts Mortgage License, MA
Massachusetts Real Estate License, MA