PROFESSIONAL



Jack R. Mitchell

19 Hickory Lane

Roslyn Heights, NY 11577

(516) 387-4307

JackRMitchell2@

[pic]

EDUCATION

Long Island University, C.W. Post Campus, Brookville, NY

Advanced Certificate, School District Leader (Certified), anticipated February 2015

Masters of Science in Education, School District Business Leader (Certified), September 2013

Master of Science, Mathematics, May 2001

Binghamton University, Binghamton, NY

Bachelor of Arts, Mathematics, May 1996

EDUCATIONAL LEADERSHIP AND ADMINISTRATION EXPERIENCE

Ossining Union Free School District, Ossining, NY

Business Services Supervisor, December 2013 – Present

▪ Evaluate special education programs, perform risk management, and report STAC and Medicaid. Discovered $30K in unfulfilled Medicaid claims that were eventually reimbursed to the District.

▪ Analyze cash flow, develop budgets under district guidelines. Managed project of Administrative Office move

▪ Supervise Accounts Payable, construct Bids/RFPs oversee all purchasing and BOCES administration.

▪ Assist with drafting language for presentations / written public electronic communications and SED grants.

▪ Completed winning applications for 2014 NYSASBO Advocate of Year & 2014 ASBO Pinnacle Award.

Herricks Union Free School District, New Hyde Park, NY

Assistant Superintendent for Business Graduate Intern, November 2012 – December 2013

▪ Worked with the Assistant Superintendent for Business on refinancing capital projects and benefit estimates.

▪ Constructed PowerPoint presentations, financial spreadsheets, and applied civil service procedures.

TEACHING EXPERIENCE

NYC Department of Education, Brooklyn, NY

Mathematics Teacher, September 2012 – December 2013 & September 1997 – September 2004

Briarcliffe College, Bethpage, NY

Adjunct Professor, January 2010 – May 2011

Research Foundation CUNY, New York, NY

Mathematics Instructor - CCNY, January 2001 – May 2003 (every three months)

Boys & Girls Harbor, Inc., New York, NY

Upward Bound Program Instructor, September 1999 – June 2004

CORPORATE EXPERIENCE

HSBC, New York, NY

Senior Premier Relationship Manager, Vice President, August 2010 – August 2012

▪ Developed and expanded premier client relationships throughout 88 countries and territories.

▪ Incorporated client management systems and uncovered new sales opportunities for private clients.

▪ Managed a centralized investment and credit team for Midtown Manhattan.

JP Morgan Chase, New York, NY

Investment Advisor, Vice President, September 2008 – August 2010

▪ Recommended financial options such as mutual and hedge funds, ETFs, money managers, futures and UITs to individuals and businesses in accordance with their short-term and long-term goals.

▪ Provided cash management through commercial paper, government backed securities, preferreds, structured notes, CDs, CDOs, treasuries, municipal bonds and closed end funds.

▪ Utilized Monte Carlo, created systems for contact management and conducted educational seminars.

Jack R. Mitchell

19 Hickory Lane

Roslyn Heights, NY 11577

(516) 387-4307

JackRMitchell2@

[pic]

Bank of America Merrill Lynch, New York, NY

Premier Client Manager, Assistant Vice President, February 2007 – August 2008

▪ Identified other lines of business such as business and private banking to cross refer clientele.

▪ Managed client deposits and liabilities by budgeting and delivering credit solutions and financing options.

▪ Placed first quintile for organic growth in fourth quarter (2007) and achieved silver status.

Financial Consultant, December 2004 – February 2007

▪ Recommended financial options such as retirement, education and estate planning to affluent clients.

▪ Developed comprehensive financial plans involving risk management and asset allocation to accumulate, preserve and transfer client’s wealth.

▪ Completed Paths of Achievement Program and achieved first quintile net new households in 2006.

Sovereign Bank (formerly Independence Savings Bank), New York, NY

Assistant Manager, September 1996 – August 1997/Teller (Part-Time), June 1994 – August 1996

▪ Operated as a teller for two years then promoted to Assistant Manager where duties included balancing the general ledger, devising employee schedules and conducting evaluations.

ADDITIONAL EXPERIENCE

Southridge II Cooperative Section, Jackson Heights, NY

Director, Board of Directors, May 2004 – January 2009

▪ Interviewed prospective shareholders

▪ Fulfilled fiduciary duty to uphold by-laws

▪ Amended and created new by-laws

▪ Made decisions involving legal and financial transactions

▪ Hired employees, set dues, and approved transfers and sales

PROFESSIONAL AFFILIATIONS & AWARDS

New York State School Business Administrators

New York State Association of School Business Officials (2013/2014 Education Summit Certificates)

Nassau Association of School Business Officials

New York State Association of Municipal Purchasing Officials

2014 School District Business Leader Award (presented by LIU Post Department of Educational Leadership & Administration, sanctioned by NYSASBO)

ADDITIONAL INFORMATION

▪ NYSASBO Accounting Workshop

▪ Life & Health, Series 7 and 66 licenses, Notary Public (State of NY), NMLS # 471516

▪ CRPC ®, AML/KYC trained, ½ of CFP coursework completed

▪ Working knowledge of MS Office Suite, Groupwise, Finance Manager, WinCap, My Learning Plan, Aesop

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