Remote Financial Executive (Part-Time)
Resume:
Professional Resume of:
WILLIAM J. TRESNAN
*** ********** ******* ***, *** 202, Sneads Ferry, NC 28460
Phone: 845-***-****; Email: ********************@*****.***
OBJECTIVE:
A retired banking professional with comprehensive expertise is seeking a remote part-time role in which my experience can be leveraged to enhance and support community-focused businesses.
PROFESSIONAL EXPERIENCE:
PRINCIPAL / WEBSTER BUSINESS SOLUTIONS INC 2020 – PRESENT
SNEADS FERRY, NORTH CAROLINA
Provide outsourced Services to businesses to include sales development and back-office services.
MORTGAGE LOAN OFFICER / BRANCH MANAGER 2015 - 2019
WELLS FARGO HOME MORTGAGE
FISHKILL, NY 12524
MORTGAGE LOAN OFFICER
JPMORGAN CHASE 2011 - 2015
Wappingers Falls, New York
INDEPENDENT NET BRANCH OWNER
EAGLE NATIONWIDE MORTGAGE COMPANY 1996 - 2010
SUNSET MORTGAGE COMPANY
Fishkill, New York
WJT ASSOCIATES INC 1992 - 2007
Principal - Independent Consulting Services
Risk Review Services on behalf of London Bankers Blanket Bond insurers. Assignments included overseas programs in Bermuda, London, Mexico City, Saudi Arabia, Guatemala, Türkiye, Columbia
Project Management Services - Overseas Bank client. Projects Included: Bank Acquisition and Integration (London), Policy and Procedure Standardization (Bermuda) and Operational Risk Management Program development (Bermuda).
SENIOR VICE PRESIDENT – Division of Special Assets
METROBANK FOR SAVINGS FSB 1990 - 1992
Palisades Park, New Jersey
PRESIDENT / CEO
FIRST CITY NATIONAL BANK & TRUST CO 1987 - 1990
New York, New York
VICE PRESIDENT –Real Estate Lending Division Head
COMMUNITY NATIONAL BANK & TRUST CO. 1982 - 1987
Staten Island, New York
Additional Bank Experience:
My career in banking began as a Paying and Receiving Teller with the MANUFACTURES HANOVER TRUST COMPANY in New York City. I progressed through the branch operations ranks due to positive review ratings, problem-solving capabilities, and organizational leadership.
General Securities Representative / Principal
To expand services and technical knowledge of WJT ASSOCIATES, three years were invested exploring the intricacies of the Investment Banking industry. Licenses achieved: Series 7, Series 63, and Series 24.
EDUCATION:
St. Francis Preparatory High School, Regents Diploma
Pace University; Finance and Marketing – night courses / non-degree
New York University, Finance – night courses / non-degree
Wharton School of Business - Real Estate Investment Analysis / Certificate of Completion Achieved
PROFESSIONAL ASSOCIATIONS:
Memberships:
Exchange Club of Southern Dutchess – Board Member / Past President
Greater Southern Dutchess Chamber of Commerce
Dutchess County Association of Realtors
Professional Licenses:
National Mortgage Originator License: NMLS #626706
NASD Series 7 and Series 63 – Securities Brokers and Blue-Sky Licenses (Inactive)
NASD Series 24 - General Securities Principal License (Inactive)
Civic Activity:
Blodgett Memorial Library – Trustee 2017 - 2019
Planning Board Chairman – Village of Fishkill 1993 – 1998
Zoning Board of Appeals – Village of Fishkill 2002 – 2005
National Exchange Club – President 2011 – 2012
Reference furnished upon request
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