Mellon Financial
Industry: Money management company
DescriptionMellon Financial Corporation was one of the world's largest money management firms. Based in Pittsburgh, Pennsylvania, it was in the business of institutional and high-net-worth individual asset management, including the Dreyfus family of mutual funds; business banking; and shareholder and investor services. Founded: 1869 Headquarters: Pittsburgh, Pennsylvania, United States Successor: The Bank of New York Mellon Ceased operations: 2007 Founders: Andrew W. Mellon, Thomas Mellon
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Mellon Financial Employees
BNY Mellon April 2014 - Present
BNY Mellon July 2010 - April 2014
BNY Mellon 2006 - July 2010
Mellon Financial 2004 - 2006
Mellon Financial September 2001 - 2004
Skills
Wealth Management, Mutual Funds, Program Management, Securities, Investments, Portfolio Management, Leadership, Risk Management, Financial Services, Asset Management, Bloomberg, Equities, Fixed Income, Alternative Investments, Hedge Funds
Education
University of Pittsburgh 1997 — 2001
Bachelor of Arts, History
Self-employed April 2013 - Present
Inada Massage Chairs May 2011 - June 2012
CALowitzer & Associates November 2007 - May 2011
Mellon Financial 1984 - 2007
Southwest Bistro 1995 - 2002
Skills
Communications Strategy, Organizational..., Salesforce.com, Business Process..., Value Stream Mapping, Kaizen, 5S, Strategic Planning, Coaching, Change Management, Team Building, Process Improvement, Leadership Development, Customer Service, Organizational..., Training, Public Speaking, Small Business, Management Consulting, Performance Management, Vendor Management, Talent Management, Succession Planning
Education
University of Pennsylvania 1979 — 1982
B.A, Oriental Studies
University of Pennsylvania - The Wharton School 1979 — 1982
Bachelor of Arts, Minor, Finance
American Textile Company June 2014 - Present
American Textile Company March 2010 - June 2014
Comcast Cable January 2007 - February 2010
Mellon Financial March 2006 - October 2006
Skills
SQL Server, SQL, JavaScript, Visual Basic, Java, Excel, Microsoft Office, C++, PHP, phpMyAdmin, ISS, Microsoft SQL Server, Windows Sharepoint..., SharePoint, Active Directory, Web Development, Microsoft Excel, Troubleshooting, HTML
Education
University of Pittsburgh 2000 — 2005
BS, Computer Engineering
Edward Jones January 2015 - April 2015
MassMutual Financial Group March 2014 - October 2014
PlanMember Financial Corporation April 2012 - March 2013
Rabobank, N.A. July 2007 - March 2011
Rabobank, N.A. June 2004 - July 2007
Independent Consultancy January 2002 - May 2004
Mellon Financial June 1998 - January 2002
Mellon Financial January 1996 - May 1998
John Hancock Financial Services February 1995 - January 1996
John Hancock Financial Services July 1992 - February 1995
Skills
Organizational..., Succession Planning, Training, Talent Management, Employee Relations, Employee Training, Leadership, Program Management, Customer Service, Employee Engagement, Management, Strategic Planning, Project Management, Human Resources, Process Improvement, CRM, Staff Development
Education
The University of Connecticut
B.A., Psychology
The University of Connecticut
M.A., Sociology
Directworks - A sourcing and supplier management platform built for manufacturers November 2012 - Present
TradeInsight October 2011 - November 2012
BNY Mellon January 2009 - November 2010
BNY Mellon July 2001 - January 2009
Mellon Financial July 2000 - July 2001
Mellon Financial September 1996 - July 2000
Mellon Financial February 1993 - September 1996
The M/A/R/C Group 1988 - January 1993
Skills
Focus Groups, Market Planning, Advertising, Analytics, Market Research, Benchmarking, Segmentation, Social Media, Regression Testing, Marketing, Competitive Analysis, Brand Management, Strategic Planning, Integrated Marketing, Lead Generation, Product Marketing, Marketing Strategy, Marketing Research, Direct Marketing, Product Management, Strategy, Marketing Management, Marketing Communications, Business Development, Market Analysis, New Business Development, Strategic Partnerships, Business Strategy, B2B, CRM, Brand Development, Cross-functional Team..., Competitive Intelligence, Email Marketing, Online Marketing, Product Launch, Product Development, P&L Management, Sales Operations, Account Management, Customer Insight, Financial Services, Pricing, Salesforce.com, SaaS, Go-to-market Strategy, Management, Program Management, Thought Leadership, Sales Process
Education
University of Pittsburgh 1979 — 1990
BS, MS, PhD, Psychology
Rhiza Labs, LLC May 2014 - Present
General Dynamics C4 Systems Viz November 2005 - May 2014
Mellon Financial September 2001 - November 2005
ServiceWare, Inc March 2000 - July 2001
Decision Resources, Inc. December 1994 - April 1998
Innovative microSystems, Inc May 1987 - August 1988
Motorola Computer Systems, Inc. April 1980 - May 1987
Skills
Test Planning, User Acceptance Testing, Regression Testing, Bug Tracking, Technical Support, Business Analysis, Testing, Servers, Analysis, SDLC, Test Cases, Web Applications, Business Requirements, Databases
Education
University of California, Santa Barbara 1976 — 1979
Master's degree, Religious Studies
University of California, Santa Barbara 1972 — 1976
Bachelor of Arts (BA), Religious Studies
WebiMax May 2014 - Present
Brand.com September 2013 - April 2014
Brand.com March 2013 - August 2013
Brand.com February 2013 - March 2013
Brand.com October 2012 - January 2013
Wrong Foot Productions May 2011 - October 2012
Power Home Remodeling Group 2008 - 2011
Mellon Financial May 2006 - July 2006
College Pro May 2005 - August 2005
WebLinc January 2003 - May 2003
Skills
SEO, Lead Generation, Social Media, Facebook, Marketing Strategy, Online Advertising, Online Reputation..., Marketing, Direct Marketing, Salesforce.com, Account Management, Training, Event Management, Sales, Strategy, PowerPoint, Marketing Communications, Customer Service, Reputation Management, Management, Microsoft Office, Market Research, Product Marketing, Event Planning, Pinterest, SEM, Marketing Management, Direct Sales, Team Leadership, Goal Oriented, Multi Tasking, Twitter, Google+, LinkedIn, Blogger, Wordpress, ORM, ORM Tools, Manage Client..., Online Marketing, Client Counseling, Public Speaking, Operations, Computer Repair, Photoshop, Sales Management, Social Media Marketing, Digital Marketing, Google Adwords
Education
University of Pittsburgh 2003 — 2007
BSBA, Marketing
New Century Advisors June 2002 - Present
SurePayroll 2000 - 2002
Mellon Financial 1996 - 1998
Education
The University of Chicago Booth School of Business 1998 — 2000
University of New Hampshire
Bank of New York Mellon January 2004 - Present
Mellon Financial 2003 - 2004
Skills
Analysis, Capital Markets, Commercial Banking, Credit, Negotiation, Banking, Management, Risk Management, Investments, Equities, Finance, Financial Analysis, Financial Modeling, Portfolio Management, Project Finance, Corporate Finance, Financial Services, Fixed Income, Asset Management, Credit Analysis, Credit Risk, Derivatives, Mergers, Securities, Investment Banking, Valuation
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2005 — 2008
Master of Business Administration (MBA), Finance and Financial Management Services
University of Pittsburgh 1998 — 2001
B.S., Economics
ROI Capital Consulting, Inc. September 2005 - Present
Thomas Franchise Solutions July 2012 - April 2014
Mellon Financial August 2000 - August 2005
iQuantic September 1995 - August 2000
Skills
Strategic Planning, Start-ups, Entrepreneurship, Management Consulting, SEO, Online Advertising, Venture Capital, Business Analysis, Strategic Partnerships, Acquisition Integration, Strategic Consulting, Program Management, Business Development, Corporate Development, Business Strategy, Statistical Modeling, Compensation Structure..., Software Project..., Software Development, Strategy, Marketing Strategy, Compensation Structures, Management, E-commerce, Investments, New Business Development, Sales, Small Business
Education
UC Berkeley 1989 — 1995
Doctoral Program, Clinical/Developmental Psychology
UC Berkeley 1989 — 1990
MA, Clinical/Development Psychology
UC Berkeley 1986 — 1989
BA, summa cum laude, Psychology
North Lodge on Oakland Bed and Breakfast March 2015 - Present
Paramount Residential Mortgage Group April 2008 - March 2015
PRMG 2008 - May 2012
First Magnus Financial February 2006 - August 2007
Green Mountain Mortgage 1998 - 2006
Homeside Lending 1996 - 1998
Countrywide Mortgage 1991 - 1995
Countrywide Home Loans 1991 - 1995
Mellon Financial 1984 - 1988
Moore Mortgage 1982 - 1984
Skills
Mortgage Banking, VA loans, FHA, Mortgage Lending, Loan Origination, Credit, USDA, Government Loans, Reverse Mortgages, Residential Mortgages, Refinance, Loans, Banking, Underwriting, Foreclosures, Mortgage Underwriting, Certified Mortgage..., Loss Mitigation, Construction Loans, Credit Analysis, Real Estate Financing, Home Equity Loans, Real Estate Economics, Commercial Lending, FHA financing, Consumer Lending, Investment Properties
Education
Bear Creek
University of Colorado Denver
Real Estate Law
Aon Hewitt May 2011 - Present
Buck Consultants January 2007 - May 2011
Mellon Financial July 2001 - March 2005
PricewaterhouseCoopers July 1996 - June 2001
The Administrative Management Group July 1994 - July 1996
Skills
Executive Compensation, Employee Benefits, Job Evaluation, Salary, 401k, Global Compensation, Job Descriptions, Executive Pay, Data Analysis, Performance Management, Pay, Strategic HR, Personnel Management, Incentives, Job Analysis, Market Pricing, Benchmarking, Human Resources, Incentive Programs, Talent Management, Program Management, HR Policies, Defined Benefit, Remuneration, Analysis, Compensation & Benefit, Benefits Design, Pensions, Human Capital, Organizational Design, Analytics, HR Consulting, Defined Contribution, Employee Engagement, Compensation Structures, Talent Acquisition, Benefits Administration
Education
University of Illinois at Urbana-Champaign 1990 — 1994
B.S., Actuarial Science and Finance
Little River Chamber of Commerce August 2011 - February 2013
Mellon Financial March 2002 - January 2004
LearningBridge/UAI Technologies May 1996 - October 1998
Skills
Outstanding Customer..., Computer Technology, Call Center Management, Sales, Work Flow..., Adult Training in..., Training Development, Customer Care Program..., Marketing Communications, Marketing Development
Education
Xerox Training Institute, Leesburg, VA 1979 — 1981
Professional Selling Skills, Training Course Development, Preposal Writing and Presentation Skills, Sales and Marketing
University of Cincinnati
Software Engineering Institute Carnegie Mellon University February 2008 - Present
PNC Financial Services Group April 2004 - February 2008
Mellon Financial April 2000 - April 2004
Printcafe Software, Inc 1998 - 2000
Skills
Java, J2EE, Perl, JavaScript, System Architecture, SQL, REST, SOAP, HTML, OOAD, Linux, Java Enterprise Edition, Web Services, Computer Security, Shell Scripting, Software Engineering, Unix, Python, Software Design, Software Development, XML, Eclipse, Web Applications, Computer Science, Agile Methodologies
Education
University of Pittsburgh 1997 — 2000
BS, Computer Science
University of Pittsburgh 1986 — 1991
BS, Chemistry
Donegal Insurance Group 2004 - Present
CTG July 2004 - October 2004
Del Monte Foods 2002 - 2004
HJ Heinz 1998 - 2002
Mellon Financial 1994 - 1998
Skills
Cognos, Business Analysis, SQL Server, SQL, Business Intelligence, Siebel, ColdFusion, Oracle, ETL, Database Design, Databases, SDLC, Data Integration
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 2001
MBA, Business Administration and Management, General
University of Pittsburgh 1990 — 1994
BSIS, Information Science
University of Pittsburgh 1990 — 1994
Certificate, Accounting
BNY Mellon July 2007 - Present
Mellon Financial January 1990 - June 2007
Skills
Project Management, Business Analysis, Software Development, Vendor Management, Wealth Management..., Order Management..., Web Development, Product Management, Large Scale Deployments, IT Strategy, Relationship Management, Financial Modeling, Trading
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Masters of Business Administration (MBA), Management Information Systems
West Virginia University
Bachelor's degree, Business Administration
Kansas City Art Institute January 2014 - Present
GMS Consulting November 2003 - Present
Adamant Entertainment 2003 - Present
RPGNow.com March 2003 - October 2006
Mellon Financial April 2002 - July 2003
Fisher House Foundation February 1998 - September 2000
Skills
Transmedia Development, Game Design, Writing, Graphic Design, Editing, Entrepreneur, Public Speaking, Publishing, Multimedia, Music Production, Video Production, Consultancy, Photoshop, Illustrator, Layout, Audio, Creative Writing, Social Networking, World Building, WordPress, Copywriting, Technical Writing, Editorial, Creative Direction, Entertainment, Film, Content Management, Scripting, Digital Media, Video, Graphics, Video Editing
Education
University of Kansas 1990 — 1994
Bachelors, East Asian Languages & Cultures
Origami Risk LLC October 2011 - Present
Willis 2008 - October 2011
HRH January 2004 - October 2008
Mellon Financial January 2000 - January 2004
Skills
RMIS, Operating Efficiencies, Insurance, Analysis, Financial Risk, Data Analysis, Team Management, Claim, Business Process, Risk Management, Business Analysis, Project Management, Business Intelligence, Strategic Planning, Business Strategy, Enterprise Risk..., Workers Compensation, Property & Casualty..., Claims Management, Change Management, Management Consulting, Program Management, Team Leadership, Reinsurance, Underwriting, Commercial Insurance, Origami Risk RMIS, Liability, General Insurance
Education
The University of Connecticut 1996 — 2000
Bachelor of Arts, Economics
PwC August 2012 - Present
Launch Capital LLC October 2010 - May 2012
Yale School of Management August 2010 - May 2012
PwC Consulting June 2011 - August 2011
Yale University Office of Cooperative Research September 2010 - June 2011
Innovia LLC May 2006 - July 2010
Mellon Financial June 2005 - April 2006
Skills
Valuation, Economics, Financial Modeling, Data Analysis, Corporate Finance, Management Consulting, Management, Strategy, Emerging Markets, Business Strategy, Consulting, Strategic Planning, Due Diligence, Competitive Analysis, Analysis, Financial Analysis, Private Equity, Venture Capital, Leadership
Education
Yale University - Yale School of Management 2010 — 2012
MBA
Tufts University 2001 — 2005
BA, Quantitative Economics
Honeywell International August 2001 - January 2004
Russell/Mellon Analytical Services June 1999 - August 2001
Mellon Bank March 1999 - June 1999
Mellon Bank September 1998 - March 1999
Mellon Financial September 1996 - September 1998
Skills
Employee Relations, Talent Management, Human Resources, Recruiting, Interviews, Performance Management, Deferred Compensation, Personnel Management, Change Management, Organizational..., Training, New Hire Orientations, Employee Benefits, Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 2001
MBA, Finance, Human Resources
Transamerica January 2012 - Present
Arch Street Investments September 2009 - December 2011
Standish Mellon Asset Management June 2004 - January 2010
Mellon Financial 1993 - 2008
Education
Concord Law School 2003 — 2008
J.D., Law
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1987 — 1989
M.B.A., Finance
University of Michigan 1983 — 1987
B.A., Economics, English
Lighthouse Payment Services, Inc January 2003 - Present
Mellon Financial June 1993 - August 2002
The Boston Company October 1988 - May 1993
Bank of Boston 1972 - 1988
Skills
Cash Management, Entrepreneurship, Banking, Financial Analysis, Management, Operations Management, Business Strategy, Business Development, Executive Management, Process Improvement, Business Analysis, Product Management, Customer Service, Marketing
Education
The University of Connecticut School of Business 1968 — 1972
Bachelor of Science, Finance
The NPD Group November 2010 - Present
Citi August 2010 - November 2010
Capital One March 2010 - August 2010
Bank of America January 2009 - February 2010
Wachovia April 2005 - December 2008
Mellon Financial September 2004 - March 2005
Skills
Ab Initio, ETL, Data Warehousing, Teradata, Unix, Unix Shell Scripting, Oracle, Autosys, Team Leadership, Informatica, Business Analysis, SQL, Microsoft SQL Server, COBOL, Data Modeling, Requirements Analysis, SDLC, Business Intelligence
Education
University of Madras 2000 — 2004
B.Tech. (Bachelor Degree
independant consultant 2009 - Present
Mellon Financial 2004 - 2008
State Street 1990 - 2004
IBM 1981 - 1990
Skills
Financial Services, Sales Management, Sales Strategy, Sales Execution, Sales Compensation, Sales Messaging, Marketing Strategy, Sales and Marketing..., Global Account..., Asset Managment, Account Management, Investment Management, Mutual Funds, Asset Management, Change Management, Sales Process, Management, Management Consulting, Competitive Analysis, Strategy, Executive Management, Business Analysis, Strategic Partnerships, CRM, Analytics, Financial Modeling
Education
The Tuck School of Business at Dartmouth 1979 — 1981
MBA, Marketing and Finance
Yale University 1975 — 1979
BA, Economics
The Bank of New York Mellon 2006 - Present
Mellon Financial 2005 - 2006
Scrivener LLC 2004 - 2006
Brown Brothers Harriman 1996 - 2003
Harris Bank 1988 - 1996
Mitsubishi Bank of California 1980 - 1988
Bank of America 1979 - 1980
Skills
ETFs, Financial Institutions, Relationship Management, Commercial Banking, Global Custody, Financial Services, Fixed Income, Equities, Mutual Funds, Securities, Derivatives, Capital Markets, Financial Markets, Alternative Investments, Hedge Funds, Bonds, Asset Management, FX Options
Education
The University of Chicago Booth School of Business 1993 — 1996
MBA, Accounting
Towers Watson February 2015 - Present
Wilshire Associates July 1999 - February 2015
Mellon Financial March 1995 - July 1999
Skills
Asset Allocation, Hedge Funds, Fixed Income, Portfolio Management, Equities, Investments, Alternative Investments, Private Equity, Due Diligence, Emerging Markets, Investment Strategies, Risk Management, Institutional..., Fund Of Funds, Pension Funds, Chartered Financial..., Series 7, Series 63, Portfolio Optimization, Investment Advisory, Pensions, Institutional, Relationship Management, Asset Management, Financial Advisory, Investment Management, Finance, Capital Markets, Equity Research, Securities, Mutual Funds
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 2000
MBA, Business
University of Pittsburgh 1986 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Citco Fund Services September 2013 - Present
Gottex Fund Management May 2009 - July 2013
BNY Mellon June 2005 - May 2009
Mellon Financial December 2003 - June 2005
Mellon Financial May 2002 - December 2003
Global Custody & Fund Accounting August 1992 - May 2002
Skills
Hedge Funds, Alternative Investments, Fund Administration, Fund Accounting, Global Custody, US GAAP, Luxembourg GAAP, Middle Office, Back Office, ERISA, Partnership Accounting, Separately Managed..., Limited Partnerships, Unit Investment Trusts, Operations Management, Relationship Management, New Business Development, Contract Negotiation, Service Level Agreements, Performance Metrics, Business Process..., Process Redesign, Project Management, Department..., Equities, Fixed Income, Swaps, Futures, ABS, MBS, Mutual Funds, CDO, CLO, Bank Debt, 1940 Act, Corporate Actions, Fund Of Funds, Structured Products
Education
University of Massachusetts Dartmouth
Bachelor of Science (B.S.), Finance & Management (double major)
Bank of New York Mellon August 2008 - Present
Mellon Financial August 2005 - August 2008
Skills
Interest Rate..., Derivatives, Options, Bloomberg, Trading, Capital Markets, Financial Markets, Structured Products, Swaps, Fixed Income, FX Options, Equity Derivatives, Trading Systems, Equities, Hedge Funds, Electronic Trading, Portfolio Management
Education
University of Pittsburgh
Eat'n Park Hospitality Group October 2011 - Present
eiNetwork August 2009 - October 2011
eiNetwork September 2008 - August 2009
Bank of New York Mellon July 2007 - August 2008
Mellon Financial 1999 - June 2007
Mellon Financial May 1997 - 1999
Skills
Windows Server, Servers, Active Directory, Group Policy, Microsoft Exchange, Citrix, SCCM, VMware ESX, VMware, VBScript, Powershell, Citrix XenApp, Citrix XenDesktop, Citrix XenMobile, Project Management, Windows, DHCP, DNS, DFS, Networking, System Deployment, Software Installation, Technical Support, Symantec Endpoint..., Antivirus, PGP, Altiris, vSphere, Systems Management, File Servers, iOS, BigFix, TEM, Android, Barracuda Spam Firewall, Project Planning, Lync Server 2010, Enterprise Desktop..., Patch Management, Microsoft Servers, System Administration, VDI, Netscaler
Education
University of Pittsburgh 1994 — 1998
Bachelor of Science, Information Science
PNC Financial Services Group March 2006 - Present
Allegheny Energy 2004 - 2006
Mellon Financial 2001 - 2004
University of Pittsburgh 1994 - 2001
United States Army National Guard 1985 - 2001
St. Barnabas Health System 1992 - 1994
Skills
National Media Relations, Issues Management, Executive Communications, Media Relations, Corporate Communications, Internal Communications, Press Releases, Crisis Communications, Marketing Communications, Newsletters, Copywriting, Blogging, Reputation Management, Leadership, Publications
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master of Business Administration (MBA), Marketing and Strategy
University of Pittsburgh
Bachelor of Arts (BA), English Writing, Non-fiction Newspaper Journalism Track
United States Power Squadrons January 2004 - Present
Pittsburgh Public Media 2010 - 2011
Mellon Financial December 1973 - October 2003
IBM Corp August 1965 - August 1970
Skills
Mergers
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1969 — 1971
MBA
Fidelity Investments - FPCMS Systems Group July 2013 - Present
Fidelity Investments - FPCMS Systems Group September 2010 - July 2013
Fidelity Investments - FPCMS March 2003 - November 2008
Delaware Investments June 2002 - February 2003
Putnam Investments December 2000 - February 2003
First Data/PFPC June 1999 - December 2000
Colonial Management/Liberty Financial April 1996 - June 1999
Mellon Financial June 1995 - March 1996
Venture Financial Systems Group, Ltd. February 1995 - May 1995
The Boston Company March 1994 - January 1995
Skills
SDLC, Integration, Software Development, Testing, Unix, Databases, Program Management, Analysis, Management, COBOL, User Acceptance Testing, Access, Security, Team Leadership, Leadership, Financial Services, Troubleshooting, JCL, Mainframe, Requirements Analysis
Education
University of Massachusetts Boston 1978 — 1982
BS in Management, Concentrations in MIS and Public Policy Analysis
BNY Mellon July 2012 - Present
BNY Mellon August 2008 - June 2012
BNY Mellon May 2006 - August 2008
Mellon Financial July 2005 - March 2006
Skills
Mutual Funds, Bloomberg Terminal, Fund Accounting, Net Asset Value, Exception Management, Supervisory Skills, SunGard's Asset Arena..., review, Investment Valuation, Stocks, Bonds, SEI, CMS, Excel, Fund Of Funds, Asset Pricing, Reconciliations, Dividends, Staff Training, InvestOne, Investments, Microsoft Office, Derivatives, Custody, Foreign Currency, Employee Training, Back Office, Operations Management, Smartstream TLM, Microsoft Excel, Financial Services, Account Reconciliation, Finance, Valuation
Education
University of Pittsburgh 2001 — 2005
Bachelor of Business Administration (B.B.A.), Financial Accounting
University of Pittsburgh June 2014 - Present
BNY Mellon 2007 - 2013
Mellon Financial 1998 - 2007
Mellon Financial 1994 - 1998
Mellon Financial 1987 - 1993
Mellon Financial 1985 - 1987
Skills
Financial Services, Securities, Banking, Risk Management, Relationship Management, Process Improvement, Executive Support, Operations Management, Change Management, Business Communications, Financial Analysis, Global Custody, Team Leadership, Analysis, Leadership, Management, Training, Mergers & Acquisitions, Employee Engagement, Project Management, Finance
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1980 — 1983
Master of Business Administration (MBA), Accounting and Finance
University of Pittsburgh 1975 — 1979
Bachelor of Science (BS), Mathematics and Psychology
BNY Mellon and Other Development Courses
Organizational Leadership
PNC January 2015 - Present
PNC December 2013 - January 2015
PNC Bank October 2011 - December 2013
Priority Two July 2006 - January 2012
PNC Merchant Services May 2006 - October 2011
Fidelity Information Services November 2005 - May 2006
Univeristy of Pittsburgh 2003 - 2005
PNC Financial Services Group 2000 - 2002
Mellon Financial 1998 - 2000
Barnett Bank 1981 - 1998
Skills
PMP, Business Analysis, Risk Management, Program Management, Strategic Planning, MS Project, Customer Relations, Team Building, Vendor Management, Basel II, Customer Service, Governance, Project Management, Visio, IT Strategy, Cross-functional Team..., SDLC, Relationship Management, Integration, IT Management, Business Process..., Process Improvement, Project Portfolio..., PMO, E-commerce, Leadership, Management, Banking
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2008 — 2008
University of North Florida - College of Business Administration 1986 — 1994
BBA
BNY Mellon July 2012 - Present
BNY Mellon August 2010 - July 2012
BNY Mellon May 2009 - August 2010
Mellon Financial / BNY Mellon January 2004 - May 2009
Mellon Financial November 1999 - January 2004
Mellon Financial May 1997 - November 1999
Mellon Financial July 1989 - May 1997
Computer Task Group August 1988 - July 1989
Computer Task Group August 1985 - August 1988
Skills
Information Security, Information Security..., Security Incident..., Cyber Investigations, Computer Forensics, Phishing Response, Identity Theft, Online Fraud, Information Technology, Information Security..., Risk Assessment, Risk Management, Data Center, Business Continuity..., Disaster Recovery, Process Engineering, Process Improvement, Program Development, Program Management, Vendor Management, Troubleshooting, Privacy Compliance, Data Privacy, Security, Vulnerability Assessment, Cybercrime, Penetration Testing, Enterprise Risk..., Governance, Network Security, Operational Risk..., Fraud, Security Awareness
Education
FBI Citizens' Academy
National White Collar Crime Center
Basic Data Retrieval and Analysis
SANS Institute
Intrusion Detection Immersion Curriculum
University of Pittsburgh
BS, Computer Science
Athene Asset Management April 2014 - Present
KPMG October 2010 - April 2014
Countrywide Securities Corporation April 2007 - April 2008
Mellon Financial October 2003 - March 2007
TEAC America July 2002 - September 2003
Prudential Financial August 2001 - March 2002
Skills
Bloomberg, Financial Analysis, Financial Modeling, Valuation, Fixed Income, Investments, Portfolio Management, Microsoft Excel, Risk Management, Equities, Capital Markets, Accounting, Intex Desktop, Analysis, Due Diligence, Finance, Financial Risk, Structured Finance
Education
University of California, Riverside 1997 — 2001
Bachelor of Science, Business Administration; Finance/Accounting
Humana June 2014 - Present
Humana October 2010 - Present
Universal Health Technologies July 2009 - November 2012
Farmers Insurance June 2007 - November 2010
Mellon Financial 2005 - 2007
MSA 2000 - 2005
Skills
SOA, Enterprise Architecture, SDLC, Enterprise Software, Agile Methodologies, Software Project..., Solution Architecture, Requirements Analysis, Web Services, Scrum, Database Design, Business Analysis, Microsoft SQL Server, IIS, .NET, Visio, Data Modeling, WCF, Data Warehousing, Visual Studio, Software Development, SQL, Oracle, Integration, IT Strategy, SharePoint, DB2, Requirements Gathering, Java Enterprise Edition, XML, Java, UML, C#, Databases, Unix, ASP.NET, T-SQL, Business Intelligence, Agile Project Management, Web Applications, Management, Systems Analysis, Application Architecture, Business Process, Process Improvement, Vendor Management, Project Management, Program Management, Leadership, New Business Development
Education
University of Central Punjab 1996 — 1998
MCS, Computer Science
Treasury Strategies November 2010 - October 2013
Union Bank (of California) March 2009 - October 2009
Bank of New York Mellon 2005 - 2008
Mellon Financial 1996 - 2004
Skills
Treasury Management, Cash Management, Liquidity Management, Banking, Treasury Services, Treasury Consulting, Working Capital..., Bank Consulting, Deposit Management, Money Market Funds, Transaction Banking, Treasury Technology, Operational Risk, Cash, Management, Treasury, Payments, Product Development, Banking Relationships, Capital Markets, Funding, Working Capital..., Consulting, Basel III, Financial Transactions, Internet Banking, Back Office, ACH, Product Management, Financial Modeling, Interest Rate Risk..., Financial Risk, Financial Services, Credit Analysis, Financial Analysis, Risk Management, Payment Systems, SWIFT payments, Leadership, FX Options, Electronic Payments, Executive Management, Finance, Foreign Exchange, Trade Finance, Financial Institutions, Commercial Banking, Corporate Finance, Equities, Relationship Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
BNY Mellon March 2009 - Present
National City May 2007 - February 2009
National City Bank January 2005 - April 2007
Mellon Financial December 1996 - December 2004
PNC Bank April 1995 - October 1996
Skills
Cash Management, Treasury Services, Strategic Planning, Marketing, Treasury Management, Product Management, Management, Project Management, Business Strategy, Risk Management, ACH, Banking, Business Analysis, Financial Analysis, Payments, Commercial Banking, Credit, Electronic Payments, Liquidity Management, Relationship Management, Financial Services, Internet Banking, Portfolio Management, Financial Risk, Credit Cards, Payment Systems, Financial Modeling, Securities, Investments, Executive Management, Vendor Management, Strategy, Treasury, Loans, Fixed Income, SWIFT payments, Retail Banking, Operational Risk..., Back Office, Financial Institutions, Credit Risk, Capital Markets, FX Options, Operational Risk
Education
University of Pittsburgh 1990 — 1994
Bachelor's Degree, Political Science, Communications
Project 'Spaceghost' September 2011 - Present
anjo Consulting January 2008 - April 2009
FedEx Services May 2002 - February 2008
FedEx Services February 2006 - January 2008
FedEx Services June 2004 - February 2006
FedEx Services May 2002 - May 2004
Mellon Financial January 2002 - May 2002
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
Master of Business Administration (MBA), Leadership/Entrepreneurship
University of Pittsburgh
Bachelor of Science (B.S.), Finance and Financial Management Services
537 August 2014 - Present
Santander Consumer USA Inc. May 2012 - November 2013
Eastern Capital Markets December 2008 - May 2012
Mellon Financial December 2007 - December 2008
Skills
Fixed Assets, Accruals, Ledger, Accounting Research, Profit Analysis, Excel, PowerPoint, Market Research, Customer Relations, Account Reconciliation, Trade Compliance, Bonds, Capital Markets, Microsoft Office, Government Agencies, Sales Process, Corporate actions, Financial Analysis, Trade Comparison &..., Municipalities, Bloomberg, Oracle, Market to Market..., Political Science, Consulting, Public Speaking, Department Budgeting, Project Analysis, Microsoft Excel, Fedline Advantage, QuickBooks, Web STP, Dreyfus, Process Improvement, Leadership, Business Analysis, Sales
Education
University of Massachusetts, Amherst 2002 — 2006
BA, Political Science/Marketing/School of Management
Shawsheen Valley 1996 — 1999
Diploma
Transcentra Inc December 2013 - Present
Marvellette Stars Baton, Drum and Colorguard Unit 2006 - Present
BNY Mellon October 2012 - December 2013
BNY Mellon May 2012 - November 2012
Transworld Systems Inc February 2012 - June 2012
RBS Citizen/The Royal Bank of Scotland November 2009 - December 2011
Citizens Bank August 2006 - November 2009
Mellon Financial January 2005 - January 2006
Skills
Project Management, Sales, Bookkeeping, Management, Cash Management, Banking, Finance, Treasury Management
Education
University of Phoenix 2012 — 2014
Bachelor's degree, Business Administration and Management, General
Solar Mosaic March 2015 - Present
Shutterfly Inc. September 2013 - Present
McKesson October 2011 - Present
Fireman's Fund Insurance Company (A Company of Allianz) July 2009 - March 2011
iPass March 2008 - February 2009
Education Finance Partners May 2007 - February 2008
PMI Mortgage Insurance Co. March 2006 - April 2007
Mellon Financial November 2000 - March 2006
American Express Trust Co. February 1995 - July 1999
Skills
Accounting, Analysis, Contract Negotiation, Cross-functional Team..., Finance, Financial Modeling, Forecasting, Management, Negotiation, Sales, Strategy, Treasury Management
Education
University of Minnesota - Carlson School of Management
MBA, Finance, General
University of Minnesota - Carlson School of Management
Marsh & McLennan Companies, Inc. November 2012 - Present
BB&T January 2008 - November 2012
AFCO Insurance Premium Finance January 2008 - November 2012
Mellon Financial September 2006 - December 2008
ELCO Administrative Services June 2003 - September 2006
Enterprise Rent-A-Car 1999 - 2003
Skills
Operations Management, Salesforce.com, Coaching, Contract Negotiation, Client Development, Employee Training, Business Development, Management, Sales Operations, Strategy, Insurance, Sales, Leadership, New Business Development, Customer Service, Strategic Planning, Training, CO-PA, Risk Management, Business Planning, Commercial Insurance, Property & Casualty..., Underwriting
Education
University at Albany, SUNY
Bachelors
Dorsey Asset Management January 2014 - Present
Teacher Retirement System of Texas August 2007 - January 2014
Dreyfus June 2004 - June 2005
Mellon Financial November 2001 - June 2004
Skills
Analysis, Investment Management, Corporate Finance, Equity Valuation, Derivatives, Emerging Markets, Risk Management, Strategic Financial..., Mergers & Acquisitions, Investment Banking, Bloomberg Terminal, Economics, Pension Funds, Financial Risk, Business Strategy, Quantitative Analytics, Wealth Management, Business Analysis, Financial Reporting, Strategic Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2007
Master of Business Administration (MBA), Investments and Securities
West Chester University of Pennsylvania 1996 — 2000
Bachelor of Science (BS), Accounting and Finance
UPMC Health Plan October 2011 - Present
UPMC Health Plan December 2008 - October 2011
Premier, Inc. 2006 - 2008
West Penn Allegheny Health System 2003 - 2006
Mellon Financial 1999 - 2003
Skills
Data Analysis, Business Analysis, Access, Analysis, Process Improvement, Financial Analysis, Insurance, Documentation, Excel, PowerPoint, Financial Modeling, Problem Solving, Word, Financial Reporting, Microsoft Office, Accounting, Healthcare, SharePoint, Healthcare Information..., Hospitals, Coaching
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2002
MBA, Finance & Strategy
University of Pittsburgh 1995 — 1998
BS, Math and Economics
The Kraft Heinz Company March 2015 - Present
The Kraft Heinz Company September 2014 - February 2015
The Kraft Heinz Company January 2013 - September 2014
Muscatine Power & Water March 2004 - January 2013
Muscatine Police Department August 2003 - March 2004
Wells Fargo Home Mortgage/Countrywide Financial November 2001 - November 2002
Hardware Specialty September 2000 - November 2001
LINC Capital, Inc. September 1999 - September 2000
Mellon Financial September 1998 - September 1999
Teramars August 1997 - September 1998
Skills
Microsoft Office, Lean Manufacturing, Customer Service, Microsoft Word, Management, Process Improvement, Microsoft Excel, Change Management, Training, Program Management, Project Management, Budgets, Team Building, Operations Management, Contract Negotiation, Strategic Planning, Logistics, Inventory Management, Leadership Development, Contract Management, Marketing Strategy, Visio, Procurement, Analysis, Human Resources, Sales, Business Process..., Negotiation
Education
University of Phoenix 2007 — 2009
MBA/HCM, Business/Healthcare Management
Villanova University 2009 — 2009
CSSGB, Six Sigma Green Belt
University of Iowa 1995 — 1997
BBA, Marketing
Muscatine Community College 1993 — 1995
Business
The Boston Company Asset Management, LLC May 2004 - Present
The Boston Company Asset Management, LLC April 2000 - May 2004
Mellon Financial July 1997 - April 2000
Skills
Equities, Trading, Bloomberg, Portfolio Management, Valuation, Bonds, Analysis, Series 7, Hedge Funds, Series 63, Securities, Alternative Investments, Fixed Income, Asset Management, Investments
Education
University of Massachusetts, Amherst 1992 — 1996
bachelors, sociology
BNY Mellon July 2011 - Present
BNY Mellon January 2007 - June 2011
Russell/Mellon January 1999 - December 2006
Mellon Financial February 1995 - December 1998
Keane Inc. (Consulting) January 1993 - January 1995
U.S. Air Force September 1984 - May 1988
Skills
System Architecture, Business Intelligence, Database Management, Mainframe, Application Management, Architecture, Data Warehousing, ETL, Data Modeling, DB2, Enterprise Architecture, Databases, Solution Architecture, IT Strategy, Data Integration, Dashboards, Software Development, Data Governance, Program Management, Operations Management, Project Execution, SDLC, Project Management, PMP, Business Analysis, Requirements Analysis, Oracle, Analysis, Business Process, Product Management, SharePoint, SQL, Financial Services, Enterprise Software, Microsoft SQL Server, Outsourcing, Analytics, Requirements Gathering, Strategy, Management, Performance Tuning, PMO, IT Management, Project Portfolio..., Vendor Management
Education
University of Maine 1988 — 1992
B.A, Business Administration; MIS
The CIM Group February 2015 - Present
The CIM Group June 2010 - February 2015
Trust Company of the West August 2007 - June 2010
Bank of New York Mellon June 2004 - July 2007
Mellon Financial 2004 - 2007
Robinson's May / Meier & Frank May 2002 - June 2004
Skills
Asset Management, Valuation, Investments, Portfolio Management, Private Equity, Alternative Investments, Fund Accounting, Mutual Funds, Asset Managment, Hedge Funds, Financial Analysis, Accounting, Fund Administration, Investment Strategies, Leadership, Fund Of Funds, Equities, Financial Modeling, Due Diligence, Finance, Securities, Corporate Finance, Auditing, Bloomberg, Capital Markets, Fixed Income, Investment Banking, Investor Relations, Cash Management, Structured Finance, Strategic Financial..., Investment Management, Financial Planning
Education
University of Southern California - Marshall School of Business 2006 — 2008
MBA, Finance
University of California, Los Angeles 1998 — 2002
BA, Economics
Air Lease Corporation Vice President, Finance & Chief Accounting OfficerAir Lease CorpMarch 2010 - March 2012
ILFC July 2007 - March 2010
Mellon Financial 2005 - 2007
Pricewaterhouse Coopers 1999 - 2005
Skills
Corporate Finance, Finance, Auditing, Financial Modeling, Private Equity, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Due Diligence, Mergers & Acquisitions, Investments, Risk Management, Financial Reporting, SEC filings, Asset Management, Accounting, Airlines, Forecasting, Valuation, GAAP, Structured Finance, Treasury Management, Capital Markets, US GAAP, Corporate Governance, Treasury, Strategic Financial..., IPO, Internal Audit, Financial Structuring, Aircraft Leasing, Executive Management, Financial Accounting, Restructuring, Aircraft Finance, Managerial Finance, Cash Management, IFRS, Acquisition Integration, Tax, CPA, Consolidation, Project Finance
Education
University of California, Davis 1996 — 2000
Bissert Consulting, Inc. April 2002 - Present
PNC Financial Services Group 1996 - 2002
Fiserv 1994 - 1996
Mellon Financial 1988 - 1996
Skills
Program Management, Banking, Process Improvement, Strategic Planning, Management Consulting, Strategic Consulting, Process Consulting, Coaching, CMMI, Business Intelligence, Integration, Strategy, Product Management, Management, Business Development, Project Management, Project Portfolio..., Training, Telecommunications, E-commerce, ERP, Engagement Management, Leadership, Consulting, Business Analysis, Business Process..., Executive Management, Vendor Management, Process Optimization, Business Process..., IT Strategy, PMO, SDLC, Financial Services, Cross-functional Team..., Requirements Analysis, Information Technology, Business Strategy
Education
Carnegie Mellon University - Software Engineering Institute (CERT division) 2014 — 2014
Insider Threat Program Manager Certification
Carnegie Mellon University; Software Engineering Institute (SEI) 2009 — 2009
Intermediate Concepts of CMMI Version 1.2, Software Engineering
Carnegie Mellon University; Software Engineering Institute (SEI) 2003 — 2003
Certified, Intro to Capability Maturity Model Integration (CMMI)
University of Pittsburgh
BA, English Writing
CA Technologies July 2014 - Present
BNY Mellon August 1999 - July 2014
Mellon Financial Corporation January 2005 - January 2007
Mellon Financial January 1999 - January 2005
Skills
Disaster Recovery, Software Documentation, Java, JCL, Mainframe, REXX, SQL, Software Development, Microsoft Office, Product Management
Education
Millersville State University 1996 — 1999
Bachelors of Science, Computer Science
University of Phoenix
Masters, Information Systems / Management
Ariba August 2007 - May 2009
Federated Investors October 2004 - August 2007
Mellon Financial August 2001 - October 2004
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2006
Masters in Business Administration
University of Pittsburgh 1997 — 2001
Bachelors of Science in Business Administration
Mellon Financial April 1997 - Present
Education
Tulane University 1987 — 1991
UPMC November 2012 - Present
PNC Financial Services Group May 2005 - November 2012
Mellon Financial 2001 - 2003
marchFIRST 2000 - 2000
LeaseTek October 1995 - February 1999
Skills
SDLC, Requirements Gathering, Software Project..., Business Analysis, PMO, PMP, Requirements Analysis, Vendor Management, Banking, Business Requirements, Visio, Integration, IT Strategy, SharePoint, Business Process..., Project Portfolio..., Microsoft Office, Management
Education
University of Pittsburgh 1986 — 1990
Bachelor of Arts (B.A.) in Business and Liberal Arts, Business Administration and Management, General
Direct Energy April 2013 - Present
Direct Energy April 2010 - March 2013
Direct Energy June 2008 - 2010
Strategic Energy January 2006 - June 2008
Strategic Energy November 1999 - January 2006
Mellon Financial July 1995 - November 1999
Skills
Streamlining Complex..., Electricity Load..., Complex Data Analysis, Microsoft Office, SQL, Microsoft Access, Microsoft Excel, Management, Cross-functional Team...
Education
University of Pennsylvania 1989 — 1993
Bachelor of Arts
BNY Mellon 2001 - Present
Mellon Financial October 2001 - July 2007
CDS Consulting / Cynatek January 1996 - October 2001
Micronexx Corporation January 1995 - January 1996
University of Pittsburgh January 1988 - January 1995
ADK Research corporation 1989 - 1993
ADK Research corporation 1989 - 1993
Education
University of Pittsburgh 1983 — 1988
Bachelor's degree, Computer Science
Trident Capital October 2012 - Present
Thomas Weisel Partners / Stifel July 2008 - October 2012
Mourant Fund Services December 2006 - July 2008
HSBC Alternative Fund Services February 2005 - December 2006
Mellon Financial 2002 - 2005
Apax Partners 1998 - 2002
Newton Investment Management 1995 - 1998
EY 1991 - 1995
Skills
Private Equity, Venture Capital, Hedge Funds, Alternative Investments, Valuation, Investments, Due Diligence, IPO, Investment Banking, Investor Relations, Mergers, Financial Modeling, Financial Analysis, Asset Managment, Investment Management
Education
The University of Manchester 1987 — 1990
BSc, Chemistry
De La Salle College, Jersey 1980 — 1987
BSc, Chemistry
American Eagle Outfitters Investment OfficerMellon Private Capital ManagementJune 1999 - June 2002
Mellon Financial September 1994 - May 1999
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1996 — 1999
MBA
Westminster College (PA) 1990 — 1994
Lone Star College October 2009 - Present
Hallmark 2001 - September 2010
PNC Bank 1988 - 1990
Mellon Financial 1978 - 1987
Skills
Staff Development, Leadership Development, Academia, Career Counseling, Higher Education, Career Development, Student Affairs, Program Management, Psychotherapy, Academic Advising, Student Development, Adult Education, Admissions, Curriculum Development, Program Development, Teaching
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1981 — 1985
MBA
West Virginia University 1975 — 1978
BA, Psychology
State Street Corporation July 2005 - Present
State Street Corporation January 2012 - Present
Mellon Financial April 2004 - June 2005
Ching-Ching Fashion Store January 1994 - February 1997
Skills
Bloomberg, Account Reconciliation, Financial Reporting, Financial Analysis, Accounting, Fund Accounting, Financial Modeling, Fixed Income, Valuation, Financial Accounting, IFRS, Investments, Visual Basic programming, Microsoft Word, Microsoft Excel, Microsoft SQL Server, Access, Strategic Financial..., Financial Services, Financial Statements, Risk Management, Accounts Payable, Visual Basic, Internal Controls, Analysis, Budgets, Finance, Auditing
Education
University of Massachusetts Boston 2000 — 2003
Bachelor of Science (BS), Management of information System & Finance
Kaspick & Company January 2013 - Present
Kaspick & Company April 2010 - January 2013
Kaspick & Company January 2008 - April 2010
Kaspick & Company June 2006 - January 2008
Mellon Financial November 2003 - June 2006
Mellon Financial July 2000 - October 2003
Skills
Data Modeling, Data Warehousing, Data Conversion, Financial Accounting, Financial Reporting, Business Transformation, Project Management, Team Management, SQL, Erwin, Microsoft Excel, Microsoft Access
Education
University of Massachusetts Boston 2000 — 2005
Bachelor of Arts (B.A.), Economics, 3.81
Bank of New York Mellon July 2007 - December 2008
Mellon Financial January 2002 - June 2007
PricewaterhouseCoopers July 1998 - December 2001
Coopers & Lybrand October 1991 - June 1998
Education
The Ohio State University 1985 — 1990
Mutual Funds Against Cancer 2003 - Present
Fiduciary Trust Company May 1998 - Present
Mellon Financial 1993 - 1998
The Boston Company 1982 - 1998
Skills
Mutual Funds, Securities, Fixed Income, Asset Management, Investment Management, Alternative Investments, Equities
Education
Tufts University 1977 — 1981
BA, Psychology & Classics
Tufts University
PNC May 2014 - Present
BNY Mellon March 2008 - May 2014
The Bank of New York Mellon Corporation 2008 - May 2014
BNY Mellon October 2001 - March 2008
Mellon Financial August 1998 - October 2001
Skills
SDLC, SQL, Requirements Gathering, Business Analysis, Requirements Analysis, Visio, JCL, Unix, Software Development, Systems Analysis, Oracle, Java, Unix Shell Scripting, JavaScript
Education
University of Pittsburgh 2006 — 2009
M.S., Information Science
University of Pittsburgh 2003 — 2006
B.S., Computer Science
PNC January 2014 - Present
BNY Mellon January 2011 - December 2013
BNY Mellon September 2007 - January 2011
Mellon Financial June 2001 - September 2007
Skills
Financial Modeling, Financial Reporting, Strategic Financial..., Financial Analysis, Analysis, Cash Management, Account Reconciliation, Variance Analysis, Sarbanes-Oxley Act
Education
University of Pittsburgh 1997 — 2001
BSBA, Finance, General
Neshannock
Neshannock
Neshannock
Neshannock
Neshannock
Arrowpoint Capital Corp July 2004 - Present
Arrowpoint Capital Corp March 2003 - July 2004
Mellon Financial 1999 - 2003
Skills
Investment Performance, Cash Management, Commercial Paper, Money Market, Mutual Funds, Fixed Income, Bloomberg, Barclays Point, Morningstar, Microsoft Excel, Microsoft Word, PowerPoint, Portia, BondEdge, Management
Education
University of Pittsburgh 1995 — 1999
Business, Finance
Liberty Mutual June 2008 - Present
Mellon Financial April 2002 - May 2007
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
MBA, General Management
University of New Hampshire -- Peter T. Paul College of Business and Economics 1997 — 2001
BS, Business Administration
St Mary High School Rutherford NJ August 2015 - Present
Brinks September 2013 - November 2014
WyzAnt Tutoring 2014 - 2014
WyzAnt Tutoring 2014 - 2014
WyzAnt Tutoring 2014 - 2014
JPMorgan Chase August 2011 - August 2013
JP Morgan Chase / Bank One July 2003 - April 2009
Mellon Financial 1991 - 2001
Skills
Operations Management, Change Management, Lean Manufacturing, Vendor Management, Acquisition Integration, Agile Methodologies, SDLC, Six Sigma, Process Improvement, Visio, Risk Management, Business Analysis, Business Process, Mergers, Product Management, Program Management, Banking, Business Process..., Management, Cross-functional Team..., Management Consulting, Training, Project Planning, Strategic Planning, Strategy, Process Engineering, Leadership, Mergers & Acquisitions, Team Leadership, Integration, Project Portfolio..., Operational Excellence, Project Management, Financial Services, Analysis, Team Building, Budgets, Business Strategy, Payments
Education
University of Pittsburgh 1985 — 1990
Electrical Engineering, Electrical and Electronics Engineering
University of Pittsburgh 1984 — 1990
BS, Engineering
Pearson plc April 2014 - Present
Ellucian April 2012 - April 2014
Ellucian October 2007 - April 2012
Robert Half International May 2007 - September 2007
Darden Restaurants 2005 - 2006
Omni Hotels 2002 - 2004
Mellon Financial 1998 - 2002
Skills
Financial Analysis, Pricing, Business Analysis, ERP, Hyperion Enterprise, Business Intelligence, Enterprise Software, Financial Systems, Technical Writing, Process Improvement, MIS, ITIL, ServiceNow, SAP, Clarity, Oracle Discoverer, Oracle Financial, Forecasting, Hyperion, Management, Project Management, Leadership
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2001
Master of Business Administration (MBA), MIS
University of Cincinnati 1991 — 1996
BA, History
Make-A-Wish America December 2011 - Present
Allegheny County 2001 - Present
Civil Air Patrol July 2007 - July 2011
Civil Air Patrol July 1986 - July 2011
Civil Air Patrol June 2003 - June 2007
Xceed Consulting 2000 - 2001
Mellon Financial 1996 - 1999
Skills
Databases, Policy, Public Speaking, Leadership, Software Project..., Budgets, Program Management, Operations Management, Integration, Leadership Development, Strategic Planning, Financial Analysis, Project Planning, Project Management, Security Clearance, Military, Windows Server, Disaster Recovery, Technical Writing, Visio, Data Analysis, Windows, Research, Software Documentation, Nonprofits, SDLC, Outsourcing, Microsoft SQL Server, SQL, Microsoft Excel, Staff Development, Business Analysis, Process Improvement, Microsoft Office, Government, Management, Change Management, Consulting, IT Management, Business Intelligence, Access, Team Leadership, Requirements Analysis, Social Media, Training, Analysis, System Administration, Security, Linux, Team Building
Education
University of Pittsburgh 2004 — 2010
MS, Geographic Information Systems and Remote Sensing
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1995 — 2001
MBA \ MS-MIS, Finance and Information Systems
University of Pittsburgh 1989 — 1993
BA, Literature and Writing
Shaler Area High School 1985 — 1989
High School
Insurance Services LLC 2011 - Present
XR Trading 2008 - 2010
Doorshorts 2007 - 2008
Mellon Financial 2005 - 2007
Gardner Lewis Asset Management 2000 - 2004
Education
University of Chicago 2011 — 2013
MS
University of Notre Dame 1996 — 2000
BBA
ServiceLink Manager PRTCoventry Health Care, an Aetna Company2008 - 2009
Washington Mutual February 2008 - April 2008
BNC Mortgage 2002 - 2007
Mellon Financial 1996 - 2002
Skills
Banking, Customer Service
Education
University of Pittsburgh 1996 — 1997
BNY Mellon December 2012 - Present
Mellon Financial June 2005 - October 2012
Skills
SDLC, SQL, Requirements Analysis, Software Development, Microsoft SQL Server, Management, IBM AIX, IBM Mainframe, WebSphere Application..., WebSphere, Fund Accounting, Vendor Management, Microsoft Office, Java Enterprise Edition, Project Management, Project Estimation
Education
University of Phoenix 2003 — 2006
CDK Global August 2015 - Present
Akzo Nobel Chemicals November 2014 - August 2015
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas February 2011 - November 2014
Buck Consultants November 2007 - March 2011
Northern Trust March 2006 - November 2007
Affiliated Computer Services December 2004 - June 2006
Mellon Financial January 2001 - November 2004
Skills
Compensation, Data Analysis, Incentive Programs, Job Evaluation, Market Pricing, Executive Compensation, Analysis, Salary Structures, Executive Pay, Salary, Human Resources, Deferred Compensation, Compensation & Benefit, Compensation Structures, Employee Benefits, Strategy, Compensation & Benefits, Management, HRIS, Performance Management
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelors, Political Science
Sigma Solutions, Inc. May 2009 - Present
Datalink December 2004 - April 2009
EMC November 2000 - November 2004
American General December 1997 - November 2000
American General May 1995 - November 1997
Mellon Financial December 1993 - December 1994
Celltech Information Systems December 1990 - December 1993
Owen Healthcare December 1989 - December 1990
Education
The University of Texas at Austin 1984 — 1988
BBA, Accounting
Xerox August 1990 - Present
Mellon Financial 2002 - 2004
PricewaterhouseCoopers 1997 - 2002
Kwasha Lipton August 1990 - 1997
AT&T July 1988 - August 1990
Skills
IT Strategy, Management, IT Management, Vendor Management, Outsourcing, SDLC, Requirements Analysis, Disaster Recovery, Business Analysis, Integration, Enterprise Architecture
Education
Union College 1984 — 1988
BS, Computer Science
Girl Scouts of Alaska October 2009 - Present
Wireless Capital Partners May 2006 - September 2009
Mellon Financial September 2004 - May 2006
Skills
Mergers, Valuation, Financial Analysis, Financial Modeling, Forecasting, Private Equity, Equities, Financial Reporting, Due Diligence, Accounting, Asset Managment, Capital Markets, Equity Research, Investments, Risk Management, Strategic Planning, Finance, Analysis, Data Analysis, Strategic Financial..., Corporate Finance, Business Analysis, Executive Management, Bloomberg, Business Planning, Acquisitions, Mergers & Acquisitions, Asset Management, Start-ups, Hedge Funds
Education
Tulane University - A.B. Freeman School of Business 2003 — 2004
Masters of Finance, Finance
Tulane University - A.B. Freeman School of Business 1999 — 2003
Bachelor's, Double Major: Finance and Marketing
Russell Investments March 2008 - Present
Russell Investment Group March 2006 - March 2008
Mellon Analytical Solutions August 2005 - March 2006
Bank of New York Mellon April 2002 - July 2005
Mellon Financial September 2000 - April 2002
Skills
Portfolio Management, Asset Management, Bloomberg, Attribution, Investments, Equities, Trading, SharePoint, Microsoft Office, Agile, Agile Methodologies, Financial Services, Investment Management, Mutual Funds, Risk Management, Series 7, Strategy
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2002 — 2004
MBA, Finance
Western Washington University 1996 — 2000
BA, Finance (Major); Economics (Minor)
Westmoreland County Housing Authority March 2002 - Present
BSH Home Appliances June 2006 - October 2007
Stein Mart October 2005 - June 2006
Westmoreland County Housing Authority January 2004 - August 2005
Mellon Financial May 1995 - December 2003
Northrop Grumman Space Technology January 1992 - November 1994
Skills
Excel, Microsoft Office, Outlook, PowerPoint, Word, Access, Customer Service, Budgeting, Problem Solving, MS Project, Administration, SAP, Team Building, Accounting, Compliance, Windows, Risk Management, Microsoft Excel, Management, Administrative..., Project Management
Education
University of Southern California 1988 — 2000
University of Maryland College Park 1985 — 1988
Bank of New York Mellon June 2005 - Present
Mellon Financial 2001 - 2003
Skills
Financial Services, Project Management, Process Improvement, Relationship Management, Management, Finance, Leadership, Strategy
Education
University of Pittsburgh 1995 — 1999
Bachelor of Arts (B.A.), Media Communications
Beacon Intellectual Property Services, LLC September 2012 - Present
a Patent Research Firm May 2011 - August 2012
Canyon Capital Advisors April 2004 - July 2010
Mellon Financial January 2001 - March 2004
Trust Company of the West May 2000 - December 2000
PricewaterhouseCoopers January 1994 - May 2000
Peninsula Beverly Hills July 1991 - December 1993
Skills
Asset Management, Alternative Investments, Equities, Fixed Income, Accounting, Financial Modeling, Asset Managment, Hedge Funds, Auditing, Valuation
Education
University of California, Santa Barbara 1986 — 1991
BS, Business Economics
Garces Memorial High School
MultiPlan September 2011 - Present
NCN, a MultiPlan Company December 2010 - September 2011
NCN July 2002 - December 2010
BCE Emergis eHealth Solutions Group February 1998 - April 2002
United Payors & United Providers February 1997 - January 1998
Computer Data Systems, Inc. December 1995 - February 1997
Mellon Financial June 1993 - May 1994
Mellon Bank November 1990 - June 1993
Hecht's January 1988 - November 1990
Skills
Healthcare, Claims, Compliance, Administration, Employee Benefits, Claim, Account Management, Health Insurance, Sales, Strategic Planning, System Administration, Leadership, Negotiation, Customer Service, Insurance, Human Resources, Management, Managed Care
Education
University of Maryland University College 1988 — 1995
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Seneca Valley High School 1982 — 1984
PNC Wealth Management November 2009 - Present
Huntington PFG January 2004 - November 2009
Mellon Financial January 2000 - August 2003
Skills
Asset Management, Wealth Management, Risk Management, Special Needs Planning, Personal Trust, Retirement Planning, Estate Planning, Asset Allocation, Asset Managment, Banking, Equities, Financial Analysis, Special Education, Strategic Financial..., Trust Services, Financial Planning
Education
University of Pittsburgh 1993 — 2002
BA
Milton Hershey School 1990 — 1993
High School Diploma
Hand & Stone Massage and Facial Spa December 2010 - Present
HT of Arlington, VA 2004 - 2012
Mellon Financial 1998 - 2002
Education
University of Delaware
Avis Budget Group Human Resources Senior RecruiterHSBCJanuary 2006 - August 2007
Avaya, Inc May 2005 - January 2006
Mellon Financial July 1999 - May 2005
Education
University of Maryland College Park
Bachelor of Arts, Management Studies
University of Maryland College Park
M.A., Human Relations
Oaktree Capital Management January 2012 - Present
Aquila Consulting Services February 2009 - December 2011
Tennenbaum Capital Partners, LLC 2006 - 2008
Mellon Financial 2001 - 2005
Trust Company of the West July 1999 - December 2000
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, Asset Management, Private Equity, Bloomberg, Investments, Securities, Portfolio Management, Financial Modeling, Derivatives
Education
University of California, Los Angeles 1995 — 1999
Bachelor of Arts, Business Economics
Bank of New York Mellon Product ManagerBNY Mellon2002 - Present
Mellon Financial February 1999 - March 2001
Development Dimensions International February 1997 - February 1999
Education
University of Pittsburgh
BS & MBA
Capgemini Consulting August 2012 - Present
Clinton Foundation June 2011 - August 2011
Kiva.org September 2009 - May 2010
TD Securities May 2007 - August 2009
Mellon Financial August 2006 - January 2007
Skills
Financial Modeling, Emerging Markets, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Quantitative Analytics, Business Strategy, Data Analysis, Strategy, Competitive Analysis, Venture Capital, Strategic Consulting
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Social Enterprise
Tufts University 2002 — 2006
BA, Economics
Jazz Pharmaceuticals September 2008 - Present
Self Employed March 2005 - September 2008
Mellon Financial January 2002 - June 2005
iQuantic June 1998 - January 2002
Education
University of Illinois at Urbana-Champaign - College of Business 1986 — 1990
BS, Accounting
Merrill Lynch October 2006 - Present
Arrowstreet Capital September 1999 - April 2006
PanAgora Asset Management January 1996 - September 1999
Mellon Financial June 1994 - January 1996
Skills
Investments, Wealth Management, Retirement Planning, Portfolio Management, Mutual Funds, Management, Estate Planning, Financial Services, Equities, Financial Advisory, Investment Management, Finance, Series 7, Alternative Investments, Asset Allocation, Securities, Asset Management, Investment Strategies, Series 6, Hedge Funds, Bloomberg, 401k, Fixed Income, Series 63
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1990 — 1994
BS, Business Administration
Independent Consultant June 2014 - Present
BNY Mellon November 2010 - June 2014
UPMC November 2006 - November 2010
Mellon Financial May 2002 - November 2006
PrintCafe/EFI May 1998 - May 2002
Skills
Software Development, J2EE, JAVA, Oracle, SQL, Oracle PL/SQL..., SDLC, Business Analysis, Requirements Analysis, Vendor Management, Requirements Gathering, Software Project..., Agile Methodologies, Integration, SOA
Education
University of Pittsburgh 1998 — 2002
MSIS, Masters of Science in Information Science, 3.94/4.00
University of Pittsburgh 1995 — 1998
Bachelor's degree, Natural Sciences, 3.97/4.00
Northern Trust September 2010 - Present
CrossCheck Compliance LLC May 2009 - June 2010
Citi Residential Lending April 2005 - September 2008
Argent Mortgage April 2005 - June 2007
Bass Financial Corp September 2004 - April 2005
Home Mortgage, Inc. September 1996 - September 2004
EQ Financial September 1996 - December 2000
First Bank of Schaumburg January 1993 - August 1996
LaSalle Talman Bank February 1988 - August 1992
Mellon Financial October 1984 - February 1988
Skills
Mortgage, Compliance, Loans, Credit, Risk Management, Banking, Auditing, Mortgage Lending, Underwriting, Due Diligence, Management, Consumer Lending, Loan Origination, Financial Risk, Training, Quality Assurance, Portfolio Management
Education
University of Indianapolis 1980 — 1984
B.S., Business Administration/Marketing and Economics/Finance
Maine South High School, Park Ridge, IL 1977 — 1983
PNC August 2012 - Present
BNY Mellon January 2010 - August 2012
BNY Mellon January 2008 - January 2010
Mellon Financial Services June 2000 - January 2008
Mellon Financial January 1999 - June 2000
Lycos, Inc. January 1998 - January 1999
Pittsburgh Supercomputing Center January 1994 - January 1998
Skills
Process Improvement, Process Development, Risk Assessment, Risk Management, Risk Analysis, Information Security, Computer Security, Information Technology, Security, Process Simulation, Information Security..., Business Continuity, Disaster Recovery, Risk Strategy, Security Policy..., Program Development, Program Management, Firewalls, Data Center, Vulnerability Assessment, Penetration Testing, Unix, Governance, Enterprise Architecture, Vulnerability Management, Vendor Management, Operational Risk..., Budget Process, Staff Management, Staff Development, Thought Leadership, Team Leadership, Perl, Python, Management
Education
University of Pittsburgh 1988 — 1992
B.S, Computer Science
University of Pittsburgh 1992 — 1996
B.A, Anthropology
BNY Mellon July 2007 - Present
Mellon Financial October 1987 - July 2007
Skills
Equities, Financial Services, Securities, Fixed Income, Banking, Investments, Strategy, Portfolio Management, Management, Asset Management, Mutual Funds, Capital Markets
Education
The University of Chicago
MBA, Finance and Marketing
University of Connecticut
Bachelor’s Degree, Liberal Arts and Sciences/Liberal Studies
Camille's Sidewalk Cafe (Closed 12/09) January 2007 - December 2009
Mellon Financial March 2000 - March 2002
Bank of Boston October 1994 - April 1999
BankBoston October 1994 - April 1999
BayBank December 1990 - September 1992
Bank of New England February 1989 - December 1990
Education
University of Massachusetts, Amherst 1982 — 1987
BS, Hotel, Restaurant, and Travel Administration
Trust Company of the West 2008 - Present
Western Asset Management 2003 - 2008
Mellon Financial 2001 - 2003
Trust Company of the West 1991 - 2001
Public Storage 1990 - 1991
Skills
Hedge Funds, Asset Managment, Fixed Income, Alternative Investments, Equities, Portfolio Management, Mutual Funds, Bloomberg, Securities, Investments, Asset Allocation, Asset Management, Series 7, Financial Modeling, Investment Management, Investment Strategies, Capital Markets
Education
The Ohio State University 1987 — 1990
BS, Accounting, Finance
Publishing Data Management Inc. February 2006 - Present
Publishing Data Management Inc. February 2006 - Present
RR Donnelley 1992 - 2002
RR Donnelley Financial 1992 - 2002
Mellon Financial 1987 - 1990
Education
University of Massachusetts Boston 1966 — 1969
bs, education
InTown Veterinary Group Inc. October 2007 - Present
Massachusetts Veterinary Referral Hospital 2002 - 2004
Essex County Veterinary Emergency Hospital June 1996 - December 2001
Mellon Financial November 1993 - December 1995
Skills
Pets
Education
University of Colorado Boulder 1989 — 1993
BS, Finance
Mercersburg Academy
PNC May 2010 - Present
Mylan Pharmaceuticals November 2009 - March 2010
BNY Mellon 2002 - 2009
Mellon Financial 1995 - 2002
Mellon Bank 1992 - 1995
Education
University of Pittsburgh 1986 — 1990
BS, Mathematics, Computer Science
Brentwood High School 1982 — 1986
PNC March 2013 - Present
Bank of New York Mellon March 1999 - March 2013
Mellon Financial March 1999 - March 2013
Skills
Information Security, Windows, Technical Support, Security, Network Security, Unix, Disaster Recovery, Vendor Management, Servers, Business Continuity, IT Management, Information Security..., Process Improvement, Information Technology, Data Center, Business Analysis, Management, Risk Management
Education
University of Pittsburgh
Bachelor of Science, Chemistry
Venture FSG March 2011 - Present
Olmstead Associates November 2009 - March 2011
Venture Financial Systems Group September 2006 - September 2009
Mellon Trust/Eagle Investment Systems January 2004 - September 2006
Mellon Financial 2002 - 2004
Skills
Fund Accounting, Business Analysis, Quality Assurance, Business Documentation, Requirements Analysis, Excel, Business Process..., Analysis, Word, Derivatives, Accounting, Microsoft Office, Financial Services, SQL
Education
University of Massachusetts Lowell 1985 — 1990
BS, Accounting
First Citizens Bank July 2013 - Present
First Citizens Bank July 2011 - July 2013
First Citizens Bank October 2004 - July 2011
Mellon Financial October 2003 - October 2004
Ablest Staffing August 2000 - October 2003
Ablest Staffing April 1996 - August 2000
Syracuse Plastics of NC, Inc. September 1994 - April 1996
Skills
Bilingual-Spanish, Employment Law, Negotiation, Temporary Staffing, EEOC, Employee Relations, Talent Acquisition, Onboarding, Recruiting, Human Resources, Deferred Compensation, Technical Recruiting, PeopleSoft, Employee Benefits, Benefits Administration, Talent Management, HRIS, Applicant Tracking..., Vendor Management, Performance Management, HR Consulting, Management, Leadership, HR Policies, Policy, Payroll, Personnel Management, Strategy, Workforce Planning, Temporary Placement, Interviews, Career Development, Conflict Resolution, Process Improvement, Executive Management, Incentive Programs, Performance Improvement, EEO, Organizational Design
Education
Strayer University 2003 — 2007
MBA, Business
University of Iowa
B.A., Communications
Berkman Financial Services (licensed by the Department of Corporations) July 1986 - Present
BFS/Storyloan.com July 1986 - Present
Mellon Financial August 1983 - July 1986
Bank of California June 1978 - July 1983
Midlantic National Bank June 1974 - June 1978
AJ Armstrong June 1970 - May 1974
Skills
Loans, Financial Risk, Accounts Receivable, Financial Analysis, Public Speaking, Retirement Planning, Customer Service, Mergers & Acquisitions, Finance, Executive Management, Banking, Portfolio Management, Credit, Commercial Lending, Financial Services, Investments, Small Business Lending, Underwriting, Financial Modeling, Credit Analysis, Asset Based Lending, Corporate Finance, Due Diligence, Loan Origination, Management, Commercial Banking, Valuation, Nonprofits, Accounting, Asset Management, Financial Structuring, Credit Risk, Financial Planning, Microsoft Office, Commercial Mortgages, Cash Management, Sales, Strategy, Microsoft Excel
Education
Bernard Baruch 1967 — 1969
State University of New York at Albany 1962 — 1966
Bachelor of Science (BS), Accounting and Finance, A-
Team Beachbody February 2014 - Present
Retirement Direct May 2014 - February 2015
Citco Fund Services October 2011 - April 2014
Deutsche Bank February 2010 - September 2011
DB HedgeWorks, LLC June 2008 - May 2009
DB HedgeWorks, LLC October 2006 - June 2008
Mellon Financial May 2006 - September 2006
Alexis Mannarino February 2006 - May 2006
Mellon Financial August 2005 - February 2006
Mellon Financial March 2004 - August 2005
Skills
Equities, Portfolio Management, Management, Fundraising, Hedge Funds
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Bachelor's of Arts Degree, Economics; Finance and Management
Buck Consultants, LLC - A Xerox Company 2005 - Present
ISCEBS - NY Metro Chapter January 2011 - December 2011
ISCEBS NY Metropolitan Chapter January 2010 - December 2010
Mellon Financial June 2000 - December 2004
Mellon Financial Corporation April 1997 - April 2000
Dean Witter April 1994 - April 1997
Met Life 1990 - 1993
Skills
Employee Benefits, ERISA, Pensions, Defined Benefit, 401k, Benefits Administration, Defined Contribution, Management, Retirement, Compliance, Executive Pay, Deferred Compensation, Investments, Program Management, Pension Administration, Administration, Mutual Funds, Mergers & Acquisitions, HRIS, Pension Funds, Vendor Management, Outsourcing, Business Planning, Employee Relations, Strategic Planning, Benefits, System Administration, Excel, PowerPoint, Budgeting, Disclosure, Compensation, Mergers, Executive Compensation, Plan Design, Puerto Rico Plans, Microsoft Excel, Budgets, Consulting, Strategy, Human Resources, Insurance, Financial Services
Education
University at Albany, SUNY 1985 — 1989
B.S., Business Administration
Canarsie High School 1982 — 1985
High School Diploma (Regents), Academics
Financial Services Clients March 2010 - Present
Communifx March 2008 - September 2008
BNY Mellon January 2000 - July 2007
Mellon Financial November 1997 - December 2000
Mellon Financial December 1996 - October 1997
Federated Investors August 1993 - November 1996
International Technology Corp. August 1986 - August 1993
University of Pittsburgh August 1984 - July 1986
University of Pittsburgh 1983 - 1984
Skills
Marketing Communications, Strategic Communications, Social Media, Public Relations, Corporate Communications, Advertising, Communication Training, Internal Communications, Strategic Planning, Marketing, Newsletters, Media Relations, Press Releases, Leadership, Brand Management, Strategy, Integrated Marketing, Crisis Communications, Nonprofits, Event Planning, Copywriting, Training, Brand Development
Education
University of Pittsburgh
B.A., M.A., Writing, Education
BlackRock March 2007 - Present
Gardner Lewis Asset Management June 2005 - March 2007
Mellon Financial January 2003 - June 2005
Skills
Fixed Income, Financial Modeling, Bloomberg, Hedge Funds, Equities, Securities, Alternative Investments, Portfolio Management
Education
University of Pittsburgh 1998 — 2002
BSBA, Finance
ALEM Consulting July 2014 - Present
Highmark February 2012 - April 2014
RJ Lee Group May 2009 - February 2012
National City Bank October 2007 - March 2009
Mellon Financial August 2001 - August 2007
CDM November 1993 - August 2001
City of Pittsburgh April 1984 - November 1993
Department of Labor, Mine Safety and Health Administration April 1979 - April 1984
Orbital Engineering, Inc. May 1975 - April 1979
Skills
Team Building, Project Management, Negotiation, Leadership, Management, Strategic Planning, Budgets, CRM, Construction, Engineering, Process Improvement, Operations Management, Contract Negotiation, Project Planning, Contract Management, Program Management, Business Development
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1985 — 1986
MBA
University of Pittsburgh 1979 — 1981
MS
University of Pittsburgh 1971 — 1975
BS
Wellness Council of Arizona June 2014 - Present
HealthCorps June 2012 - June 2014
Ernst & Young August 2008 - May 2012
A.G. Edwards & Sons, Inc. May 2007 - August 2007
Mellon Financial September 2006 - December 2006
Skills
Research, Social Media, Event Planning, Microsoft Word, Teamwork, Public Speaking, Event Management, Strategy, Fundraising, Data Analysis, Nonprofits, Project Management, Economics, Program Management
Education
Trinity College-Hartford 2004 — 2008
Economics, B.S.
Hotchkiss School 2001 — 2004
High School
Rumsey Hall School 1996 — 2001
Federated Investors December 2004 - Present
Commercial National Financial Corporation 2000 - 2004
Mellon Financial January 1997 - June 2000
Mellon Financial March 1993 - January 1997
Skills
Auditing, Risk Management, Accounting, Certified Fraud Examiner, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Financial Risk, Internal Audit, Operations Audit, Quality Auditing, Team Leadership, Leadership, Cross-functional Team..., Team Building, Teamwork, Team Management, Communication Skills, Risk Assessment, Operational Risk, Financial Analysis
Education
University at Buffalo 1988 — 1992
BS, Triple Major: Accounting, Finance, MIS
Filbert's Root Beer March 2011 - Present
Western & Southern Financial Group August 2010 - January 2011
RJH Consulting April 2009 - November 2010
Runnion Equipment Company January 2005 - December 2008
RJH Consulting March 2002 - December 2004
Neighborhood Housing Services of Chicago June 2001 - February 2002
Berkshire Foods, Inc February 2000 - May 2001
University of Illinois at Chicago July 1991 - May 1996
J.F. Daley International August 1988 - May 1991
Mellon Financial November 1986 - July 1988
Skills
Accounting, Account Reconciliation, Variance Analysis, Finance, Internal Controls, Auditing, Fixed Assets, Cash Flow, Budgets, Financial Statements, Cash Management, General Ledger, Managerial Finance, Internal Audit, Management, Strategic Planning
Education
University of Illinois at Chicago 1983 — 1985
Bachelor of Science, Accounting
Citi May 2010 - Present
Citigroup December 2006 - May 2010
Buck Consultants May 2005 - December 2006
Mellon Financial November 2003 - May 2005
Ernst & Young May 2001 - November 2003
Education
University of Dayton 1997 — 2001
BS, Mathematics
Agrana October 2007 - Present
Agrana Fruit Services October 2007 - Present
Agrana Fruit Services October 2007 - Present
Mellon Financial October 2006 - May 2007
Mellon Financial October 2006 - May 2007
FedEx Freight October 2005 - October 2006
FedEx Freight October 2005 - October 2006
Best Buy Inc November 1998 - October 2005
Best Buy Inc November 1998 - October 2005
Education
The University of Akron 2001 — 2005
Associates of Business, Accounting
The University of Akron 2001 — 2003
Associates of Business, Accounting
The University of Akron
Bachelors of Business & Org, Communication
The University of Akron
Bachelors of Business & Org, Communication
Mellon Financial 1993 - 2007
The Boston Company 1982 - 1993
Arthur Andersen & Company 1969 - 1985
Skills
Back Office, Fixed Income, Financial Services, Capital Markets, Banking, Derivatives, Asset Management, Equities, Mutual Funds, FX Options, Mainframe, Risk Management, Securities, Hedge Funds
Education
University of Maine 1965 — 1969
BA, Mathematics
Smith Micro Software, Inc. September 2014 - Present
Highmark July 2013 - September 2014
Smith Micro Software July 2011 - July 2013
Westinghouse Electric Company July 2010 - July 2011
Coventry Health Care July 2005 - July 2010
Mellon Financial April 2000 - July 2005
Skills
SDLC, Software Project..., Business Analysis, Requirements Analysis, Vendor Management, Visio, Process Improvement, Program Management, Cross-functional Team..., Team Leadership, IT Strategy, Business Process..., Software Product..., Agile Methodologies, SQL, Strategy, Mobile Devices, Customer Relations, Project Planning
Education
University of Pittsburgh 1993 — 1994
MS, Information Science
University of Pittsburgh 1989 — 1994
BS, Computer Science
University of Pittsburgh, Joseph M. Katz Graduate School of Business October 2012 - Present
University Of Pittsburgh July 2010 - October 2012
Mellon Financial Corporation 2002 - 2008
Mellon Financial Corporation 2001 - 2002
Mellon Financial Corporation 1991 - 2001
Mellon Financial 1977 - 1991
Deliotte & Touche 1975 - 1977
Skills
Management Consulting, Process Improvement, Data Analysis, Corporate Finance, Strategic Planning, Consulting, PowerPoint, Leadership, Statistics, Business Strategy, Financial Modeling, Project Management, Financial Analysis, Business Analysis, Program Management, Valuation, Microsoft Office, Public Speaking, Microsoft Excel, Analytics, Leadership Development, Cross-functional Team..., Research, Higher Education, Entrepreneurship, Strategy
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1974 — 1975
MBA, Finance
Thrivent Financial for Lutherans VP Fixed Income SalesRW Pressprich2005 - 2007
Cantor Fitzgerald 2004 - 2005
Mellon Financial 2001 - 2004
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
The University of Connecticut
B.S., Finance
Check-6, Inc. September 2014 - Present
Army National Guard January 2002 - Present
Imperatis Corporation - Vital Missions Group October 2009 - September 2014
Bank of New York Mellon July 2005 - August 2008
Mellon Financial September 2000 - July 2005
United States Army Reserve May 1995 - January 2002
Skills
Risk Management, Portfolio Management, Finance, Financial Modeling, Analysis, Financial Analysis, Program Management, Strategic Financial..., Corporate Finance, Valuation, Asset Management, Investments, Business Valuation, Government, Asset Allocation, Mutual Funds, Due Diligence, Leadership, Mergers & Acquisitions, Management Consulting, Credit, Strategic Planning, Banking, National Security, Operational Planning, Asset Managment, Securities, Military, Security Clearance, Financial Reporting, Forecasting, Defense, Team Leadership, Alternative Investments, Project Management, Business Development, Strategy, Operational Risk..., Start-ups, Business Planning, Policy, Bloomberg, Risk Assessment, Organizational..., Microsoft Excel (Pivot..., SEI, ThomsonOne, Baseline, Investment Software..., Relationship Management
Education
University of Pittsburgh 1996 — 2000
Bachelor's of Science, Finance
Mellon Financial October 1985 - Present
Skills
Risk Management, Banking, Financial Services, Management, Leadership
Education
University of Pittsburgh 1974 — 1977
Bachelor of Science (B.S.), Psychology, 3.75
University of Pittsburgh
Bachelor of Science (B.S.), Psychology
Mellon Corporation April 2003 - Present
Chicago Holdings, Inc July 1994 - Present
Mellon Financial Corporation June 1996 - March 2003
Mellon Financial August 1994 - May 1996
Pgh Board of Education January 1980 - June 1984
Pgh Board of Education January 1980 - June 1984
Education
University of Pittsburgh
Bachelors of Science degree, Computer Science
St. Francis High School, Sacramento February 2006 - Present
Courtyard Private School August 1997 - February 2006
Elk Grove Unified School District August 1995 - June 1997
Lightwork and Photo Art Workshops 1991 - 1994
Mellon Financial 1982 - 1988
Education
University of Arizona 1975 — 1981
Education & Fine Art/Photography
Kent School, Kent Connecticut 1971 — 1975
High School
State Street March 2015 - Present
State Street March 2013 - February 2015
BNY Mellon September 2012 - March 2013
Brown Brothers Harriman March 2007 - September 2012
BISYS Hedge Fund Services October 2005 - March 2007
Evergreen Investments September 2004 - October 2005
Mellon Financial June 1999 - September 2004
Skills
Financial Reporting, Bloomberg, Fixed Income, Equities, Mutual Funds, Hedge Funds, Securities, Alternative Investments, Derivatives, Investments
Education
University of New Hampshire - Whittemore School of Business and Economics 1995 — 1999
Economics
Mastech October 2014 - June 2015
West Point Products February 2011 - August 2013
Mellon Financial August 2000 - August 2004
Skills
VB.NET, VBA, SQL, Microsoft SQL Server, Oracle, ADO.NET, Microsoft Word, Windows, T-SQL, Microsoft Office, Databases, Java, ASP.NET, .NET, XML, Visual Studio, HTML, JavaScript, C++, MySQL, Visual Basic, Process Improvement, Software Development, VBScript, Leadership, Project Management, C#, SDLC, Program Management, Requirements Analysis
Education
University of Maryland College Park 1981 — 1983
Bachelor of Arts, Economics, Computer Science and Economics
EDMC April 2014 - Present
Jacobs February 2013 - March 2014
EQT Corporation May 2009 - August 2012
Deloitte July 2007 - May 2009
Mellon Financial April 2005 - March 2007
Mellon Financial July 2001 - April 2005
International Academy of Design and Technology February 2000 - July 2001
Computer Learning Centers, Inc. 1997 - 2001
Computer Learning Centers, Inc. January 1998 - January 2000
Computer Learning Centers 1997 - 1998
Skills
Facilities Management, Project Coordination, Travel Planning, Travel Management, Security Management, Microsoft Office, Budget Analysis, Emergency Procedures, Executive Support, Executive Suites, Compliance and Risk..., Budgets, Access, Time Management, Training, Management, Leadership, Customer Service, Process Improvement, Administration, Event Planning, Interviews, Project Management, Team Building
Education
University of Phoenix-Pittsburgh Campus 2001 — 2003
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Computer Learning Centers 1998 — 2000
Diploma, Network and System Administration/Administrator
PNC April 2012 - Present
PNC November 2009 - April 2012
Ariba August 2007 - May 2009
Federated Investors, Inc. October 2004 - August 2007
Mellon Financial August 2001 - October 2004
Skills
Finance, Fixed Income, Derivatives, Mutual Funds, Banking
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2006
Master of Business Administration (M.B.A.), Finance
University of Pittsburgh 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Rodan + Fields Dermatologists February 2013 - Present
Actuarial Designs & Solutions, Inc. August 2006 - December 2011
Snelling Personnel April 2006 - May 2006
Today's Staffing March 2005 - March 2006
Asset Consulting Group 2005 - 2006
Snelling Personnel September 2004 - March 2005
Mellon Financial January 2002 - April 2004
Mellon Financial May 2000 - January 2002
Market Basket November 1995 - April 2000
Skills
Social Media Marketing, Direct Sales, Customer Service, 401k, Defined Contribution, Defined Benefit, Microsoft Office
Education
University of Maine at Machias 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
North Andover High School 1992 — 1996
Tufts University School of Medicine October 2014 - Present
Massachusetts Institute of Technology (MIT) May 2014 - September 2014
Tufts University School of Medicine December 2006 - May 2014
Tufts University School of Medicine May 2004 - December 2006
KaSal Designs May 2003 - May 2006
Mellon Financial July 2001 - May 2003
Skills
Higher Education, Project Management, Event Planning, Budgets, Grants, Project Planning
Education
University of New Hampshire - Whittemore School of Business and Economics 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
University of New Hampshire
University of Virginia Physicians Group April 2011 - Present
Martha Jefferson Hospital April 2007 - April 2011
Colonial Williamsburg Foundation September 2001 - December 2006
Mellon Financial August 1995 - August 2001
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Accounting and Finance