Senior Director, Bank FP and A @ (September 2021 - Present)
Senior Director, Treasury @ (September 2024 - August 2025)
Head of FP and A @ (July 2019 - September 2021)
Executive Director - Head of Chase Treasury ALM Strategy @ (August 2017 - June 2019)
Executive Director - CFO Business Banking Sales Finance @ (October 2014 - August 2017)
Vice President - Business Banking FP and A @ (April 2013 - October 2014)
Vice President - Commercial Finance @ (January 2010 - March 2013)
Vice President - Treasury Services @ (October 2007 - January 2010)
Sr. Financial Analyst @ (May 2005 - October 2007)
Peter Caruso Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration - MBA
UC Santa Barbara
Bachelor of Arts - BA - Business Economics / Accounting (Minor in Philosophy)
Moreau Catholic High School
Peter Caruso Skills
Asset Liability Management
Banking
Basel III
CCAR
Cash Management
Commercial Banking
Corporate Finance
Credit
Finance
Financial Accounting
Financial Analysis
Financial Regulation
Financial Services
LCR
Leadership
RWA
Thought Leadership
Treasury Management
Treasury Services
Federal Reserve
Credit Risk
Business Strategy
Stress Testing
Retail Banking
Financial Reporting
Risk Management
HR
Applications
Accounting
Marketing Strategy
Peter Caruso Summary
Peter Caruso, based in New York, NY, US, is currently a Senior Director, Corporate Finance at SoFi. Peter Caruso brings experience from previous roles at SoFi, Amalgamated Bank and JPMorgan Chase & Co.. Peter Caruso holds a Master of Business Administration - MBA @ University of Michigan - Stephen M. Ross School of Business. With a robust skill set that includes Asset Liability Management, Banking, Basel III, CCAR, Cash Management and more. Peter Caruso has 2 emails and 5 mobile phone numbers on RocketReach.
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