Sample Engagements


Executive Administration and Senior Management

President/C.E.O. - Multiple placements in New York metro area community banks

President/C.E.O. - troubled upstate New York community bank

President/C.E.O., Sr. V.P./C.L.O., and Sr. V.P./C.F.O. for New York area de-novo bank

Executive Vice President, Chief Information Officer for a New York area major thrift institution

Executive Vice President, Retail Banking Division Manager for a major northeast regional thrift

Executive Vice President, Real Estate Lending Division for a major northeast regional thrift

Executive Vice President, Corporate Lending Division for a northeast holding company

Executive Vice President, Operations & Administration of a New York area community bank

Retail Banking

Senior Vice President, Retail Market Manager for a major New York bank

Senior Vice President, Consumer Lending & Operations for a New York area community bank

Sr. V.P. /C.O.O., for a New York metro area community bank

V.P., Consumer Loan Operations Manager for a major northeast super regional bank

V.P., Division Manager, Residential Mortgage Sales for a major New York regional bank

V.P., Manager, de-novo Broker Dealer operation for major New York regional bank

V.P., Manager, New York based de-novo EURO clearing operation

V.P., Manager, Database Marketing Manager, major New York regional bank

Accounting & Finance

Sr. V.P. /C.A.O., Sr. V.P./C.I.O., First V.P., Controller of New York major community bank

Senior Vice President, Chief Auditor, New York Division of global financial institution

First Vice President, Chief Financial Officer, New York area minority community bank

V. P., Chief Auditor, New York investment banking subsidiary of global financial institution

Commercial & Industrial Lending

Regional President, C & I Lending, Major Regional Bank

Division Executive, Director of Corporate Banking, for a New York subsidiary of a foreign bank

Sr. V.P., Corporate & Commercial Banking Division Manager, mid-sized regional bank

Sr. V. P., Commercial Real Estate Lending Manager for major New York regional bank

Sr. V.P., Manager, Commercial Real Estate Lending of a New York area community bank

V. P., Chief Appraiser for the two billion dollar Real Estate Division of a major regional bank

V. P., R.E.O. Manager and Asset Sales Specialist for a two billion dollar Real Estate Division

Corporate and Investment Banking

Senior Vice President, U.S. Syndications Manager based in New York for a major foreign bank

Senior Vice President, New York based foreign bank de-novo private placements group

Vice President, Manager, Euro Corporate Finance and M&A for a New York money center bank

Multiple country openings - Three successful hires based Italy, France and Spain

V.P., Senior Originator, Leveraged Finance unit of New York branch of major international bank

V.P., Senior Banker, Corporate Finance Generalist / Merger & Acquisitions

Multiple openings based in West Germany - Six successful hires

V.P., Corporate Finance/Capital Markets Generalists for money center New York bank

Multiple openings based in N.Y.C., N.J., C.T. and Boston - Nine successful hires

Private Banking, Trust & Investment

Senior Vice President, Trust Division Executive for New York area community bank

Senior Vice President, Chief Money Market Dealer, U.S. Subsidiary of Consortium Bank

V.P., Domestic Funding Manager for a New York subsidiary of a global bank group

V.P., Senior Relationship Managers for a New York money center bank private clients group

V.P., Relationship Managers: Six-month term retainer with New York money center bank

In-depth market survey and analysis for a N.Y.C. based pilot program, assisted in creating ideal candidate and job descriptions - Four hires implementing program