Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Education and Training
References
Languages
Timeline
Generic

SALVATORE FREGA

Peekskill,NY

Summary

With over 15 years of experience in financial planning and management, I have held various key positions in managing budget, financial reporting and compliance with regulatory standards, while simultaneously nurturing my passion for education as an adjunct professor. I am now seeking to integrate both aspects of my career by leveraging my financial expertise within an educational setting.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Internship Student

Peekskill City School District
07.2024 - Current
  • Assisted in the development and implementation of financial strategies to optimize the district's budget and resource allocation.
  • Support the preparation of financial reports and presentations for the Board of Education and other stakeholders.
  • Engage in the professional development activities to enhance knowledge of school district finance and administration.
  • Working closely with mentors and other educational stakeholders to gain practical leadership experience.

Adjunct Professor

Monroe University, King Graduate Business School
09.2023 - Current

Responsible for providing program instruction in Mergers and Acquisitions, Foundations of Finance, Financial Management in Sports, Financial Management, and Financial Literacy.

  • Developed custom course syllabus outlining standards, material, grading, and progression for students.
  • Delivered course lectures using modern technology to enhance student comprehension.
  • Monitored student progress throughout the semester utilizing attendance records, grade reports, and other data sources.
  • Participate in continuing development and training to bolster professional teaching skills.
  • Utilize multimedia technology to enhance classroom instruction and facilitate online learning.

Adjunct Associate Professor

St. John's University
09.2008 - Current

Responsible for providing program instructions: Commercial Banking, Corporate Financial Analysis, International Banking and Finance, Foundations of Finance, Investment and Fund Capital, and International Banking and Finance.

  • Participated in professional development workshops to stay up to date on best practices in teaching methodologies.
  • Provided support services for students who were having difficulty grasping certain concepts or completing assignments.
  • Applied creative instruction methods to promote student learning objectives.
  • Presented courses to undergraduate students and created lesson plans, tests and assignments to ascertain how well students retained class material.
  • Created lesson plans and developed instructional materials covering required topics and learning objectives.
  • Built strong student rapport by driving classroom and online discussions and providing academic advisement.

Treasurer

Riverbend Condominiums
10.2024 - Current

Responsible for overseeing the financial affairs of the association, including preparing budgets, managing accounts, and ensuring accurate financial reporting.

  • Successfully balance the budget within a year and a half of assuming the position.
  • Coordinate financial statement reviews to coordinate variance reporting, analysis of year-to-date, and forecast performance expectations.
  • Develop and implement cost reduction strategies that result in over 15% savings for the community.
  • Revamp the investment portfolio to optimize returns, significantly enhancing the community's investment income.
  • Liaise with banks and other capital providers to maintain continuous access to capital.
  • Monitor and maintain financial records, including budgets, investments, and expenditures.

Director of Investment

United Federal Credit Union
09.2014 - 05.2017

Developed and implemented financial strategies to maximize portfolio performance, and mitigate risk. Conducted in-depth market analysis, and provided strategic guidance to stakeholders on investment opportunities and capital allocation.

  • Provided guidance on asset selection, allocation, and risk management strategies.
  • Communicated with existing and prospective clients to identify financial goals and provide recommendations on investment solutions.
  • Participated in meetings with external partners such as advisors, analysts, bankers.
  • Analyzed industry trends and economic data to determine appropriate investment opportunities.
  • Conducted reviews and evaluations for cost-reduction opportunities.
  • Collaborated with clients in developing customized portfolios that meet their objectives.
  • Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
  • Contributed innovative ideas and solutions to enhance team performance and outcomes.

International Managing Director

CIM Internationl
11.2009 - 12.2013

Developed and executed global strategies to drive revenue growth and expand market presence across key regions. Led cross-functional teams, fostering collaboration, and delivering innovative solutions to meet client needs worldwide.

  • Led the development and execution of global investment strategies, achieving revenue growth and market expansion across diverse international regions.
  • Established and nurtured strategic relationships with key clients, partners, and stakeholders to drive business development.
  • Conducted market analysis and identified growth opportunities, guiding informed decision-making at the executive level.
  • Oversaw financial planning, budgeting, and resource allocation to optimize operational efficiency and profitability.
  • Negotiated and closed high-value contracts with international clients, ensuring alignment with organizational objectives.
  • Represented the company at global events, enhancing brand visibility, and cultivating new business opportunities.

Internal International Account Manager

Old Mutual Bermuda
09.2007 - 03.2009

Managed client accounts across the West and East Coasts, ensured seamless service delivery, and customer satisfaction. Developed tailored investment strategies, and collaborated with cross-regional teams to drive revenue growth and expand market presence.

  • Successfully grew international client portfolios by 45%, contributing to overall revenue growth across the West and East Coasts.
  • Established strong client relationships through exceptional account management, leading to long-term contracts and partnerships.
  • Spearheaded cross-regional collaboration efforts, improving efficiency in handling client inquiries and transactions.
  • Secured and retained high-value accounts by consistently exceeding client expectations and providing tailored investment solutions.

Education

SDBL Certification - Education

Russell Sage College
05-2025

MBA - International Finance

St. John's University
Jamaica, NY

Bachelor of Science - Finance

St. John's University
Jamaica, NY

Skills

  • Financial Acumen
  • Strategic Planning
  • Leadership and management
  • Communication
  • Problem Solving
  • Data analysis
  • Risk Management
  • Attention to Detail
  • Regulatory Knowledge

Accomplishments

  • Revamped the investment portfolio, optimizing asset allocation and financial strategies, which resulted in a significant increase in interest income
  • Conducted a comprehensive evaluation of condominium operating expenditures, achieving a 15% reduction in overall expenses through accurate and efficient analysis.

Certification

  • SDBL Certification May 2025
  • Real Estate License
  • Life and Health Insurance License

Education and Training

ASBO Accounting Workshops 1,2,3 

Foundation of Treasury Management

Become a Financial Analyst

References

References available upon request.

Languages

English
Native or Bilingual

Timeline

Treasurer

Riverbend Condominiums
10.2024 - Current

Internship Student

Peekskill City School District
07.2024 - Current

Adjunct Professor

Monroe University, King Graduate Business School
09.2023 - Current

Director of Investment

United Federal Credit Union
09.2014 - 05.2017

International Managing Director

CIM Internationl
11.2009 - 12.2013

Adjunct Associate Professor

St. John's University
09.2008 - Current

Internal International Account Manager

Old Mutual Bermuda
09.2007 - 03.2009

MBA - International Finance

St. John's University

Bachelor of Science - Finance

St. John's University

SDBL Certification - Education

Russell Sage College
SALVATORE FREGA