American Stock Transfer & Trust Co LLC
Founded: 1971 Subsidiaries: CIBC MELLON TRUST CO, Parent organization: Link Market Services Limited
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American Stock Transfer & Trust Co LLC Employees
Geller & Company July 2013 - Present
American Stock Transfer & Trust Co LLC March 2011 - July 2013
Wolters Kluwer Corporate Legal Services June 2001 - March 2011
Open Society Foundations April 1996 - June 2001
US Russia Investment Fund April 1994 - October 1995
U.S. Department of State 1989 - 1990
Skills
Corporate Budgeting, Budget Forecasts, P&L Budget Management, Strategic Financial..., Analysis, Forecasting, Financial Analysis, Finance, Accounting, Due Diligence, Mergers, Management, Project Planning, Corporate Financial..., Financial Reporting, Incentive Programs, Sales Compensation, Planning Software, Reporting Systems, Headcount Reporting, Acquisition Integration, Budgets, Financial Modeling, Financial Services, Corporate Finance, Mergers & Acquisitions, Variance Analysis, Process Improvement, P&L Management, Managerial Finance, Revenue Recognition, Investments, Business Process..., PeopleSoft, Cost Accounting, Private Equity, Consolidation, Executive Management, Essbase
Education
New York University 2007 — 2008
Professional Certificate
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA
University of Michigan - Rackham Graduate School 1990 — 1993
MA
University of Michigan College of Literature, Science, and the Arts 1984 — 1988
Bachelor of Arts (B.A.)
Huron High School 1981 — 1984
American Stock Transfer & Trust Co LLC November 2012 - Present
Computershare formerly The Bank of New York Mellon February 1998 - June 2012
BNY Mellon January 2003 - January 2007
BNY Mellon January 2000 - January 2003
Lost Securities/Replacements January 1997 - January 2000
Skills
Product Management, Lotus Notes, Account Management, Proposal Writing, Customer Satisfaction, Microsoft Word, Finance, Outlook, Microsoft Office, Business Analysis, PowerPoint, Financial Services, Microsoft Excel, Analysis, Customer Service, Corporate Actions, Call Centers, Strategic Planning, Leadership, Process Improvement, Team Leadership, Auditing, Insurance, Accounting, Risk Management, Financial Analysis, Banking, Equities, Relationship Management, Securities, Fixed Income, Bloomberg, Access, Investments, Portfolio Management
Education
Montclair State University
Physical Sciences - Biology
American Stock Transfer & Trust Co LLC February 2012 - Present
Ultimus Fund Solutions, LLC March 2009 - February 2012
JP MORGAN CHASE & CO. June 2008 - February 2009
JP Morgan 2008 - 2009
Bear Stearns March 1992 - June 2008
MITCHELL HUTCHINS ASSET MANAGEMENT INC. (subsidiary of Paine Webber Group) June 1988 - March 1992
PricewaterhouseCoopers 1980 - 1984
Skills
Cross-functional Team..., Profit Maximization, Hedge Funds, Equities, Securities, Series 7, Mutual Funds, Alternative Investments, Capital Markets, Asset Managment, Fixed Income, Private Equity, Investments, Portfolio Management, Investor Relations, Asset Management, Trading, Investment Advisory, Mergers & Acquisitions, Prime Brokerage, Corporate Actions, Investment Strategies, Investment Banking, Valuation, Investment Management, ETFs, Fund Accounting, Finance, Wealth Management, Financial Services, Fund Of Funds, Fund Administration, Risk Management, Funding, Derivatives, Options, Business Development, Management
Education
Hofstra University 1978 — 1980
BBA, Public Accounting
Hofstra University 1978 — 1980
BBA, Public Accounting
GE Capital June 2014 - Present
Brooklyn Community Board 2 September 2012 - January 2015
Amplify Education, Inc. March 2013 - May 2014
American Stock Transfer & Trust Co LLC January 2012 - March 2013
The Economist April 2010 - January 2012
Deutsche Bank February 2005 - April 2009
Madison Square Garden October 2004 - February 2005
AIG 1999 - 2000
American International Group 1997 - 1998
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Financial Planning, Risk Management, Forecasting, Finance, Management, Corporate Finance, Auditing, Project Management, Internal Controls, System Implementations, UAT Coordination, Testing, Policies & Procedures
Education
Stockton University 1995 — 1999
Bachelor of Science, Business
City University of New York-Brooklyn College
American Stock Transfer & Trust Co LLC October 2011 - Present
Comcast Cable Communications November 2003 - October 2011
Quadrix Solutions Inc. May 2002 - November 2003
Lucent Technologies August 1986 - July 2001
Skills
Enterprise Architecture, Telecommunications, Software Development, TCP/IP, C++, Linux, Network Architecture, Testing, C, Networking, Data Center, System Administration, Solaris, VoIP, Cisco IOS, Integration, Virtualization, Unix
Education
Monmouth University 1992 — 1998
BS
AMDA College and Conservatory of the Performing Arts May 2014 - Present
Parkview Towers January 2012 - May 2014
Goldman Orthodontics December 2010 - October 2011
RMC Property Group May 2007 - November 2010
American Stock Transfer & Trust Co LLC December 2005 - March 2007
Chubb Insurance February 2004 - October 2005
Skills
Customer Service, Accounts Payable, Accounts Receivable, Microsoft Office, Management, Account Management, Microsoft Excel, Microsoft Word, PowerPoint, Access, Accounting, Investments, Office Management, Microsoft Exchange, ADP Payroll, Budget Forecasts, Invoice Processing, Account Reconciliation, Financial Statements, Financial Analysis, Financial Modeling, Financial Reporting, Bloomberg Essentials..., Cash Flow Analysis, General Ledger..., Payroll, General Ledger, Commodity Markets, Derivatives, Black Scholes Model, Financial Instruments, International Finance, Stocks, Bonds, Options, Crystal Reports, Cash Flow, Data Entry, Budgets, Invoicing, Spreadsheets, Finance, Analysis
Education
William Paterson University of New Jersey 2011 — 2013
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Hudson County Community College 2008 — 2010
Bachelor of Arts (B.A.), Business Administration and Management, General
American Stock Transfer & Trust Co LLC February 2012 - Present
SHOP.COM 2012 - Present
RBS September 2009 - October 2009
ABN AMRO August 2006 - September 2009
Brown Brothers Harriman February 1986 - August 2006
Skills
Trading, Corporate Actions, Securities Lending, Mergers, Fixed Income, Securities, Asset Management, Prime Brokerage, Equities, Back Office, Analysis, Bloomberg, Mergers & Acquisitions, Capital Markets, Financial Services, Settlement, Mutual Funds, Options, Investment Banking, Middle Office
Education
Pace University 1988 — 1990
ASME October 2012 - Present
American Stock Transfer & Trust Co LLC August 2011 - November 2012
American Stock Transfer & Trust Co LLC April 2011 - August 2011
Robert Half International (Management Resources) July 2009 - April 2011
CIT Group, Inc July 2007 - July 2008
Pulte Homes Corporation 2007 - 2007
Pulte Homes 2005 - 2007
PricewaterhouseCoopers LLP 2002 - 2005
Zook, Dinon & Roman, P.A. 1999 - 2002
United States Marine Corps November 1991 - December 1998
Skills
Accounting, Financial Reporting, US GAAP, Cash Flow, Auditing, Internal Controls, Accounts Payable, Analysis, Budgets, Finance, Financial Accounting, Financial Analysis, Forecasting, Risk Management, Strategy, Tax
Education
La Salle University 1996 — 1998
BS, Accounting
Central Bucks HS - East 1989 — 1991
Unclaimed Property Recovery & Reporting, LLC June 2013 - Present
Thayer Leader Development Group 2013 - Present
Thayer Leader Development Group 2013 - 2014
Wells Fargo November 2011 - April 2013
The Bank of New York Mellon October 2004 - November 2011
American Stock Transfer & Trust Co LLC March 2001 - October 2004
FIrst Chicago Division of Equiserve 2000 - 2001
The Bank of New York 1987 - 1993
Skills
Securities, Mergers, Mergers & Acquisitions, Equities, Transfer Agency, Financial Services, Mutual Funds, Series 7, New Business Development, Risk Management
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
United States Military Academy at West Point 1978 — 1982
BS, General Engineering
The Children's Place October 2011 - Present
American Stock Transfer & Trust Co LLC May 2011 - October 2011
AvalonBay Communities December 2008 - May 2011
Terra Infotech INC July 2007 - December 2008
EZ Solutions INC September 2006 - June 2007
Delta Infoway.INC, India April 2003 - November 2004
Skills
Microsoft SQL Server, T-SQL, Performance Tuning, SharePoint, Oracle, Replication, Database Design, SSIS, Windows Server, SQL Server 2000-2008R2, Mirroring, Query Optimization, ITIL Process, MS Reporting Services, Oracle Financial, Oracle HR, Oracle 9i, PeopleSoft, Clarity, Symantec Backup, Veritas Volume Manager, Tape Backup, Basics of Unix, Performance Center, SiteScope, Kronos WFC, Toad, Litespeed, Autosys, Quest Spotlight, Embarcadero, TSM, Netbackup, Unix, Databases, SQL, SDLC
Education
NCBT, Toronto
Post Grad,, Network Engineering
Sardar Patel University
Bachelor's Degree, COMPUTER SCIENCE
American Stock Transfer & Trust Co LLC 2012 - 2013
Morgan Stanley Smith Barney July 2007 - November 2011
Mellon Financial Corporation (MFC) March 2003 - November 2006
Mellon Financial Corporation (MFC) December 1997 - March 2003
Mellon Financial Corporation (MFC) January 1993 - December 1997
Education
Peat, Marwick,Mitchell 1982 — 1984
Canadian Chartered Accountant
Carleton University 1978 — 1982
Bachelor of Commerce, Finance and Accounting
Crowell & Moring LLP November 2013 - Present
Ford Marrin Esposito Witmeyer & Gleser LLP April 2013 - October 2013
DC Superior Court September 2011 - March 2013
Professor Egon Guttman, American University Washington College of Law September 2009 - September 2010
American Stock Transfer & Trust Co LLC June 2010 - August 2010
U.S. Department of Justice July 2009 - August 2009
Cravath, Swaine & Moore LLP November 2006 - July 2008
Skills
Fluent in Russian
Education
American University, Washington College of Law 2008 — 2011
JD, Law
Yeditepe University 2009 — 2009
Study Abroad (Turkey), International Business Transactions, Rule of Law
Pace University 2002 — 2006
BA, Applied Psychology and Human Relations
American Stock Transfer & Trust Co LLC April 2010 - Present
Alrue Import Corpration June 2003 - April 2010
Digital Licensing May 2008 - August 2008
Skills
Salesforce Administrator, Business Development, Business Analysis, Typing: 60+ Words Per..., Windows, Mac OS, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, FrontPage, Factset, Photoshop, GoToMeeting, Gotowebinar, Apex Data Loader, Apex Programming, Social Media, Market Research, EDGAR filings, Merge/purge, Data Analysis, Investor Relations, Securities, HTML, Android, Equities
Education
New York University 2003 — 2007
Music Business, 3.4 Overall GPA
Lawrence High School 1999 — 2003
Violin Memory November 2012 - Present
Bank of America August 2011 - November 2012
American Stock Transfer & Trust Co LLC May 2010 - August 2011
EMC 2010 - 2011
SARN Technologies May 2009 - May 2010
Skills
RAID, DMX, SRDF, Storage Hardware, Brocade, Symmetrix, Cisco MDS SAN switches, VNX, Clariion, AIX Administration, Solaris 8/9/10, Violin Memory Flash..., EMCISA, EMC Storage, Storage, Disk Arrays, Solaris, SAN, Cisco Technologies
Education
Jawaharlal Nehru Technological University
Bachelor of Technology (B.Tech.), Electronics and Communications Engineering
Southern Illinois University, Carbondale
Master's degree, Electrical and Electronics Engineering
Independant Contractor Financial Advisor, The McNamee GroupMorgan Stanley Smith BarneyJuly 2011 - June 2012
BNYMellon Shareowner Services December 2007 - February 2011
American Stock Transfer & Trust Co LLC 2002 - 2005
YHD Foxtons 2002 - 2002
First Chicago Bank & Trust 1998 - 2000
The Bank of New York 1992 - 1996
Skills
Reconciliations., Sales Growth, SEC, FINRA, Series 7, Series 66, Insurance Brokerage, Compliance Procedures, Claims Resolution, Quality Assurance, Proxy Voting, Proxy Contests, Corporate Actions, Escheatment, Annual Meetings, Inspector of Elections, Share Repurchase, Budget Forecasts, Call Center..., Strategic Financial..., Mutual Funds, Investor Relations, Securities, Equities, Banking, Mergers, Relationship Management, IPO, Finance, CRM, Uniform Combined State..., Financial Planning, Account Reconciliation, Financial Services
Education
Le Moyne College 1988 — 1992
BS, English, Sociology
Glen Rock High School 1985 — 1988
Regency Leasing Llc January 2015 - Present
Integral Guardianship Services 2012 - Present
American Stock Transfer & Trust Co LLC 2006 - 2011
Skills
Document Management, Operations, Process Automation, Office Management, Direct Sales, Inside Sales, Purchasing, Time Management, Timeliness, Staff Training, Customer Relations, Customer Service, Retail, Spanish, Hebrew, Office Administration, Back Office, Front Office, Discretion, Supervisory Skills, Staff Supervision, Attention To Detail, Team Oriented, Financial Services, Securities, Investor Relations, Microsoft Excel, Equities, Sales, Team-oriented, Management, Team Building, Corporate Actions, Investments, Mutual Funds, QuickBooks, Outlook, Series 7, Mergers & Acquisitions, Marketing, Marketing Strategy, Negotiation, Strategic Planning
Education
Brooklyn College
Yeshiva of Flatbush High School
State of New Jersey Office of the Attorney General October 2014 - Present
Superior Court of New Jersey August 2013 - August 2014
US Securities and Exchange Commission May 2012 - May 2013
Kings County Supreme Court, Law Department January 2012 - June 2012
American Stock Transfer & Trust Co LLC September 2011 - February 2012
Kings County District Attorneys Office June 2011 - August 2011
Kim I. McHale & Associates January 2011 - April 2011
Skills
Legal Research, Research, Westlaw, Legal Writing, Litigation, Securities Regulation, Corporate Law, Corporate Governance, Lexis, Commercial Litigation, Securities, Securities Litigation, Mediation, Criminal Law
Education
Brooklyn Law School 2010 — 2013
J.D., Law
Duke University 2006 — 2010
A.B., Psychology, Political Science, Markets and Management
Stuyvesant High School 2002 — 2006
American Stock Transfer & Trust Co LLC May 2008 - Present
The Garden City Group, Inc July 2002 - February 2004
The Bank of New York March 1986 - September 2001
Education
Long Island University, Southampton Campus 1982 — 1984
Business
Nazareth Regional HS 1978 — 1982
John Wiley and Sons September 2014 - Present
American Stock Transfer & Trust Co LLC October 2012 - September 2014
Dun & Bradstreet August 2011 - June 2012
Eagle Rock Alliance 2012 - 2012
Accretive Solutions January 2010 - August 2011
Citigroup 2007 - December 2008
Marsh, Inc. 2002 - 2007
CNT/Articulent 2000 - 2001
UBS/PaineWebber 1998 - 2000
Comdisco 1989 - 1998
Skills
Disaster Recovery, Program Management, Risk Management, Governance, Business Continuity, Management, Data Center, Incident Management, Strategy, Project Management, Business Continuity..., Risk Assessment, Business Analysis, Project Planning, Process Improvement, Consulting, Operational Risk..., Crisis Management, Policy, Information Security, Professional Services, Business Process..., Contingency Planning, Data Recovery, Integration, SDLC, Business Resilience, IT Operations, Quality Assurance, Business Impact Analysis, CBCP, Management Consulting, Physical Security, Crisis Management..., Recovery Program/Plan..., Project..., Program Policy..., Recovery Program..., Strategic Recovery..., Recovery..., Risk Mitigation Planning, Recovery Testing..., Business Continuity..., Business Continuity..., Risk Mitigation, Cloud Computing, DRaaS, Disaster Recovery..., Vendor Management, IT Strategy
Education
County College of Morris 1974 — 1977
Computer Science
Elon University 1973 — 1974
Radiological Technology
American Stock Transfer & Trust Co LLC March 2010 - Present
American Stock Transfer & Trust Co LLC 2010 - 2011
Bank of New York Mellon October 2003 - January 2009
Bank of New York Mellon 1975 - 2009
The Bank of New York 1996 - 2003
Skills
Business Analysis, PMP, SDLC, TSO, CICS, Mainframe, Relationship Management, Data Center, Outsourcing, Vendor Management
Education
New York University
AIG October 2011 - Present
American Stock Transfer & Trust Co LLC March 2010 - October 2011
Bank of New York Mellon October 2003 - December 2009
PING July 2001 - October 2003
TACT July 1999 - July 2001
Andersen Consulting June 1996 - June 1999
JP Morgan November 1992 - June 1996
Price Waterhouse September 1990 - November 1992
Education
Centre International De Grand Pre 1982 — 1983
Diplome du 3ieme cycle, Commerce International (International Business)
Aix-Marseille Université 1977 — 1982
Licences Sciences, Mathematics
AST Investor Services, LLC January 2011 - Present
American Stock Transfer & Trust Co LLC January 2011 - Present
Law Offices of David L. Becker November 2009 - January 2011
BNY Mellon Shareowner Services August 2005 - November 2009
Bank of New York Mellon August 2005 - November 2009
Mellon Securities LLC August 2005 - November 2009
Mellon Financial Corporation 2005 - November 2009
Davidson & Grannum LLP 2004 - 2005
BondDesk Group LLC 2000 - 2002
CIBC World Markets August 1997 - August 2000
Skills
Compliance, Risk, Litigation, Arbitration, Series 7, AML, Risk Management, Insurance, Privacy, OFAC, FINRA, Securities Law, Investigations, KYC, Securities, Equities, Series 24, Financial Services, Financial Regulation, Fixed Income, Fraud, Investment Advisory, Broker-Dealer, Securities Litigation, SEC, Internal Investigations, Regulations, USA PATRIOT Act, Operational Risk, Ethics, Financial Institutions, Investor Relations, Securities Regulation, Commercial Litigation, Financial Risk, Privacy Law, Mutual Funds, Bank Secrecy Act, FCPA, Series 63, Hedge Funds, Corporate Governance, Due Diligence, Corporate Actions, Capital Markets, Dodd-Frank, Alternative Investments, Options, Private Equity, Investment Company Act
Education
Emory University School of Law 1982 — 1985
Doctor of Law (J.D.)
Emory University 1978 — 1982
BA, Religion
American Stock Transfer & Trust Co LLC September 2012 - Present
Innovest Systems August 2011 - September 2012
Wealth Management Systems, Inc. (WMSI) 2005 - September 2012
Mellon HR Solutions August 2000 - August 2005
Ambac May 1998 - August 2000
UBS July 1995 - May 1998
Concord Financial Group July 1987 - July 1995
Alliance Capital Management 1986 - 1987
Skills
Accounting, Budgeting, Strategic Planning, Mergers, Risk Management, Business Strategy, Due Diligence, Integration, Start-ups, Financial Analysis, Private Equity, Asset Management, Financial Services, Investments, Mergers & Acquisitions, Cash Management, Mutual Funds, Securities, Finance, Wealth Management, Banking, Retirement Planning, Portfolio Management, Financial Modeling, Equities, Retirement, Hedge Funds, Strategic Financial..., Cash Flow, Executive Management, Investor Relations, Fixed Income, Budgets
Education
Fordham Gabelli School of Business 1988 — 1992
MBA, Corporate Finance
Duquesne University 1981 — 1985
BS, Accounting
St. John the Baptist
elasticplanet September 2015 - Present
VNL Consulting LLC November 2011 - February 2015
American Stock Transfer & Trust Co LLC March 2010 - December 2011
Canadian Stock Transfer Company November 2010 - November 2011
EMC September 2009 - March 2010
BNY Mellon July 2007 - July 2009
The Bank of New York December 2004 - July 2007
The Bank of New York May 2000 - November 2004
SAIC April 1999 - May 2000
The Bank of New York January 1988 - April 1999
Skills
Vendor Management, Disaster Recovery, Project Management, PMP, Data Center, Cloud Computing, Executive Management, SDLC, Project Portfolio..., Program Management, Team Leadership, Virtualization, Budgets, VoIP, SAN, Citrix, VDI, Agile Project Management, VMware, Due Diligence, Storage Area Networks, Load Balancing, Image Processing, Middleware, Technology Integration, Web 2.0, Visionary, Workflow, Messaging, Riverbed, FileNet, Documentum, Data Network, M&A due diligence, Business Integration, Product Rationalization, Project Execution, MS Office Suite, IVR, IBM MQSeries, F5, Voice Networks, Mentoring, Speaking Engagements, Conference Speaking, Budget Preparation, Budget Oversight, Integration, IT Management, CRM
Education
Pace University - Lubin School of Business 1984 — 1991
BBA
American Stock Transfer & Trust Co LLC February 2011 - Present
Skills
Business Analysis, SharePoint, Visio, Transfer Agency, Project Management, MS Project, Management, Product Management, Microsoft Office, User Authorize Testing, Excel, Pivot Tables, DB2/SQL, Documentum, HP Project and..., Microsoft Exchange, Problem Solving, HTML, UAT coordination, Microsoft Project, Adult CPR, AED
Education
City University of New York-Brooklyn College 2006 — 2010
BACHELOR OF SCIENCE, Business, Management, Finance and Accounting
Cortland Capital Market Services LLC August 2015 - Present
American Stock Transfer & Trust Co LLC August 2010 - June 2015
The Bank Of New York Mellon now Computershare July 2005 - July 2008
Skills
Back Office, Financial Services, Series 7, Securities, Mutual Funds, Equities, Financial Analysis, Corporate Actions, Investor Relations, Investments, Finance, Portfolio Management, Access, Business Analysis, Series 63, Trading, Fixed Income, PowerPoint, Asset Management, Customer Service, Time Management, Mergers, Banking
Education
CUNY New York City College of Technology 2014 — 2015
Associate's Degree, Mechanical Engineering
Indiana University-Purdue University at Indianapolis 1999 — 2004
Business Administration
North Central High School 1997 — 1999
AirSea Packing Group Inc January 2013 - Present
The Beckham Foundation/ Faces NY January 2003 - Present
American Stock Transfer & Trust Co LLC August 2006 - January 2013
BNY Mellon March 2004 - July 2006
McDonald's Corporation June 1998 - March 2004
Skills
Team Building, Leadership, Communication, Facilitating Change, Strategic Planning, People Management, Leadership Development, Management, Performance Management, Employee Relations, Employment Law, Onboarding, Training, Employee Benefits, Project Planning, Human Resources, Recruiting, Social Media, Talent Acquisition, Applicant Tracking..., CRM, Policy, Strategy, Program Management, Succession Planning, Organizational..., Interviews, Outlook, College Recruiting
Education
Pace University 2013 — 2013
Professional of Human Resources Management, Human Resources Management and Services
Northeastern University 2010 — 2011
Masters of Science, Leadership with specialization in Human Resources Management
CUNY Medgar Evers College 2005 — 2009
Bachelor's Degree, Business Administration (Honors)
GoFigure Group Inc. gofiguregroup.com January 2003 - Present
GHP Horwath, P.C. January 2000 - August 2002
American Stock Transfer & Trust Co LLC January 1998 - January 2000
Denver Instrument January 1990 - January 1998
Skills
QuickBooks, Accounting, Real Estate, Accounts Receivable, Finance, Financial Reporting, Account Reconciliation, Training, Tax Preparation, General Ledger, Tax, Financial Statements, Strategic Planning, Auditing
Education
Metropolitan State College of Denver 1999 — 2002
Bachelor of Arts, Accounting
Rofeh Cholim Cancer Society (RCCS) August 2015 - Present
Silberman Financial Consulting and Reporting December 2014 - July 2015
American Stock Transfer & Trust Co LLC 2010 - November 2014
American Stock Transfer & Trust Company, LLC 2007 - 2010
American Stock Transfer & Trust Company, LLC 2005 - 2007
BNY Mellon 2001 - 2005
BNY Mellon 1999 - 2001
BNY Mellon 1998 - 1999
Skills
Finance, Financial Services, Equities, Financial Analysis, Investments, Portfolio Management, Management, Fixed Income, Asset Management, Risk Management, Hedge Funds, Accounting, Securities, Business Analysis, Mergers & Acquisitions, Corporate Finance, Financial Reporting, Banking, Analysis, Account Reconciliation, Private Equity, Valuation, Mutual Funds, Capital Markets, Financial Risk, Internal Audit, Investment Banking, Financial Accounting, Corporate Actions, Project Management, Alternative Investments, Executive Management, Options, Auditing, Derivatives, Internal Controls, Cash Management, Pension Funds, Leadership, Reorganizations, Private Equity-Backed..., Fund Accounting, Investment Accounting, Regulatory Compliance, Financial Control, Financial Technology, Cost Basis Reporting, Portfolio Analysis, Fiduciary Accounting, IRS Reporting
Education
CFA Institute
Chartered Financial Analyst (Level 1)
Touro College
Bachelor of Science, Accounting
American Stock Transfer & Trust Co LLC April 2009 - Present
Dr. Zorayda De Leon August 2007 - June 2010
Dr. Juanito Ongchin May 2004 - August 2007
Skills
Microsoft Office, NDC Lytec, Gateway EDI, Avaya, Pavlov, Filipino, Series 7, Securities, Data Entry, Outlook, Strategic Planning, Invoicing, Process Scheduler, Mutual Funds, EMR, IPO, Portfolio Management, Microsoft Excel, Customer Service, Investor Relations, Investments, Insurance, Risk Management, Medicine, PowerPoint, Microsoft Word, Call Centers
Education
Hudson County Community College
Rutgers, The State University of New Jersey-Newark
St. Aloysius High School
High School Diploma
American Stock Transfer & Trust Co LLC June 2010 - Present
Town of Riverhead June 2006 - August 2009
Skills
Investor Relations, Securities, Capital Markets, Fixed Income, Financial Services, Hedge Funds, Series 7, Relationship Management, Corporate Actions, Equities, Investments, Series 63, Portfolio Management, Mutual Funds, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master's Degree in Investor Relations
Hofstra University 2006 — 2010
B.B.A, Finance, Management
Riverhead High School 2002 — 2006
5LINX Enterprises Inc. October 2011 - Present
United Cerebral Palsy March 2011 - March 2012
American Stock Transfer & Trust Co LLC January 2009 - October 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, Public Speaking, Outlook, Microsoft Word, PowerPoint, Data Entry, Social Networking, Time Management, Team Building, Marketing, Office Management, Leadership, Event Planning, Social Media, Research, Team Leadership, Budgets, Strategic Planning, Social Media Marketing, Sales
Education
Borough of Manhattan Community College 2003 — 2007
Associate of Science (A.S.), Science
George W. WIngate High School 1996 — 2000
Diploma
Hamilton Community Health Network November 2013 - Present
GCC June 2011 - November 2013
Quicken Loans December 2010 - June 2011
Bank of America October 2008 - December 2010
American Stock Transfer & Trust Co LLC December 2007 - September 2008
Plaza Associates 2004 - 2005
Skills
Nonprofits, Vendor Management, Strategic Planning, Public Speaking, Leadership, Team Building, Budgets, Fundraising, Legal Advice, Project Management, Management, Event Planning, Microsoft Office, Training, Customer Service, Organizational..., Social Media, Project Planning, Leadership Development, Marketing
Education
University of Detroit Mercy School of Law 2014 — 2017
Juris Doctor (J.D.), Law
Ashford University 2012 — 2014
Bachelor of Business Administration (BBA), Public Relations, Advertising, and Applied Communication
University of Phoenix 2009 — 2012
Criminal Justice
American Stock Transfer & Trust Co LLC April 2012 - Present
Computershare Shareowner Services January 2012 - April 2012
BNY Mellon Shareowner Services July 2007 - January 2012
Computershare/EquiServe October 1987 - July 2007
Skills
IPO, Program Management, Mergers, Investor Relations, Corporate Governance, Mergers & Acquisitions, Asset Management, Hedge Funds, Securities, Corporate Law, Management, Relationship Management, Financial Services, Due Diligence, Risk Management, Capital Markets, Start-ups, Strategic Partnerships, Mutual Funds, Investments, Private Equity, Corporate Finance
Education
Boston University Questrom School of Business 1990 — 1993
MBA, Finance
Boston University Questrom School of Business 1983 — 1987
BSBA, General Business
American Stock Transfer & Trust Co LLC July 2011 - Present
First Investors Corporation August 2010 - February 2011
Gannett Fleming September 2004 - May 2010
Skills
Microsoft Excel, Balance Sheet Review, Journal Entries, Financial Reporting, P&L Accountability, Fixed Asset Management, Fixed Asset Depreciation, Foreign Exchange, Debt Management
Education
City University of New York-Brooklyn College 2004 — 2010
Bachelors, Business Management and Finance
American Stock Transfer & Trust Company, LLC January 2013 - Present
American Stock Transfer & Trust Co LLC September 2011 - December 2012
American Stock Transfer & Trust Co LLC September 2010 - September 2011
AST Equity Plan Solutions October 2007 - September 2010
Citigroup Global Stock Plan Services 1997 - 2007
AST Stockplan 1997 - 2000
Chase Mellon Shareholder Services July 1996 - April 1997
Skills
Relationship Management, Project Management, Business Development, Team Leadership, New Business Development, Team Building, Business Requirements, Cross-functional Team..., Business Process..., Accounting, Process Improvement, Vendor Management, PMP, Securities, Risk Management
Education
City University of New York-Baruch College - Zicklin School of Business 1990 — 1996
Bachelor of Business Administration (BBA), Accounting
Hartwick College 1993 — 1994
Accounting
New York University
Human Resources Management and Compensation
BNY Mellon Wealth Management May 2015 - Present
Glass, Lewis & Co. January 2012 - December 2014
Rochdale Investment Management August 2009 - December 2011
Investment Banking Institute July 2009 - August 2009
American Stock Transfer & Trust Co LLC April 2009 - August 2009
Corinthian Media January 2007 - April 2009
Skills
Customer Relations, Mergers, Financial Analysis, Analysis, Financial Modeling, Valuation, Research, Capital Markets, Microsoft Excel, PowerPoint, Asset Managment, Strategic Planning, Mergers & Acquisitions, Asset Management, Leadership, Customer Service, Entrepreneurship, Public Speaking, Trading, Portfolio Management, Economics, Bloomberg, Hedge Funds, Alternative Investments
Education
Brown University 2001 — 2005
Bachelors, Economics
Saint Ann's
Adsimilate Marketing Inc. February 2011 - Present
American Stock Transfer & Trust Co LLC October 2006 - March 2011
Account Solutions Group June 2005 - July 2006
Skills
PPC, SEM, Affiliate Marketing, Online Advertising, Lead Generation, Account Management, Business Strategy, Product Management, Analytics, Business Development, Online Marketing, Mobile Marketing, Ad Networks, New Business Development, Customer Service, B2B, E-commerce, Mobile Advertising, Negotiation, Mergers, Customer Relations, SEO, Digital Marketing, Conversion Optimization, Web Analytics, Marketing Strategy, Social Media Marketing, Advertising, Google Adwords, Management, Digital Strategy, Marketing, Digital Media, Google Analytics, Search Advertising, Social Media, Media Buying, Sales, Email Marketing, Strategic Partnerships, Customer Acquisition, Display Advertising, Start-ups, Direct Marketing
Education
SUNY Oswego 2000 — 2002
BS, Finance, Economics, 3.7
Baruch College, City University of New York (CUNY) 1998 — 2000
Bachelor of Science (BS), Finance, General
American Stock Transfer & Trust Co LLC September 2012 - Present
Chilton Hospital April 2012 - July 2012
Chase October 2011 - January 2012
Pfizer April 2011 - September 2011
Almacenes Siman January 2007 - July 2010
Skills
Windows Server, Network Administration, VMware, Servers, Networking, CCNA, Active Directory, VoIP, Hardware, Disaster Recovery, Firewalls, Data Center, Cisco Technologies, Recruiting, Network Security, IIS, VPN, HP, IT Operations, Leadership, Customer Service, Web Services, Call Centers, Citrix, Security, Telecommunications, Vendor Management, Graphic Design, Hospitals, Broadcast, User Experience, System Administration, Linux, Microsoft SQL Server, TCP/IP, Unix, Microsoft Exchange, Databases, Routers, Laptops, Avaya Communication, Avaya AES, Mac OS, Virtualization, Zeacom, IP PBX, NICE System, Project Management, VDI, SCCM
Education
Avtech Institute of Technology 2012 — 2012
Cisco Certified Network Professional, Computer Systems Networking and Telecommunications, Network Engineer
Instituto Tecnológico de Las Américas ITLA 2008 — 2009
Associate's degree, System, Networking, and LAN/WAN Management/Manager, Cisco Certified Network Professional
Instituto Tecnológico de Las Américas ITLA 2007 — 2008
Associate's degree, System, Networking, and LAN/WAN Management/Manager, Cisco Certified Network Associate
Universidad APEC 2000 — 2005
Systems Engineer, Computer Science, Bachelor of Computer Science (BCS)
Southern District of New York September 2015 - Present
NYC Mayor's Office of Operations June 2015 - Present
Nelson Brown & Co. November 2014 - Present
Superior Court of New Jersey April 2014 - November 2014
Law Office of Kenneth J. Glassman June 2014 - August 2014
Laskin Law, P.C. April 2013 - June 2014
La Sorsa & Beneventano January 2013 - February 2013
Sipsas P.c. July 2011 - February 2012
American Stock Transfer and Trust Company July 2010 - August 2010
American Stock Transfer & Trust Co LLC 2010 - 2010
Skills
Commercial Litigation, French, Legal Research, Legal Assistance, Microsoft Excel, Microsoft Office, PowerPoint, Marketing, Litigation, Legal Writing, Civil Litigation
Education
Brooklyn Law School 2013 — 2017
Juris Doctor (J.D.)
City University of New York-John Jay College of Criminal Justice 2009 — 2011
American Stock Transfer & Trust Co LLC October 2007 - Present
Continental Stock Transfer & Trust December 2001 - February 2007
TD Waterhouse Investor Services, Inc April 2000 - November 2001
American Stock Transfer & Trust February 1990 - April 2000
Skills
Corporate Actions, Investor Relations, Securities, Mergers, Relationship Management, CRM, Series 7, Investment Banking, Series 63, Financial Services, Account Management, Capital Markets, Corporate Law, Mutual Funds, Fixed Income, Asset Management, Equities, Back Office, Risk Management, Mergers & Acquisitions, Portfolio Management
Education
Saint John's University - Peter J. Tobin College of Business 2002 — 2007
BA
CENTER FOR THE MEDIA ARTS 1989 — 1989
CERTIFICATION
California State University-Long Beach 1986 — 1988
AS
Msr. McClancy HS 1981 — 1985
HS Diploma
Big Brothers Big Sisters of America October 2014 - Present
InterDigital Communications June 2014 - Present
American Stock Transfer & Trust Co LLC October 2012 - June 2014
Education
Temple University - Fox School of Business and Management
Bachelor's Degree, Accounting & Finance
American Stock Transfer & Trust Co LLC July 2001 - Present
Fiserv, Inc. May 1999 - March 2001
Skills
SDLC, Microsoft SQL Server, Business Analysis, Financial Services, Requirements Analysis, Agile Methodologies, Software Development, SQL, Software Project..., Documentum, Risk Management
Education
Kyiv National Taras Shevchenko University 1983 — 1990
MS, Applied Mathematics, Computer Science
SunGard Capital Markets May 2015 - Present
Enterprise Engineering, Inc. January 2013 - May 2015
INVeSHARE, Inc. November 2011 - November 2012
American Stock Transfer & Trust Co LLC January 2010 - 2011
Enigmatec Corporation July 2008 - January 2009
Rapid Solutions Group November 2003 - July 2008
Rapid Solutions Group November 2003 - July 2008
DMR Consulting/Amdahl/Fujitsu October 1998 - April 2001
Skills
Strong Network, Results Focused, High Energy, Compliance, Proxy, Corporate Actions, Marketing Communications, Customer Acquisition, New Business Development, Business Strategy, Information Technology, Workflow, Business Process..., Salesforce.com, Leadership, Outsourcing, Cloud Computing, Business Development, Account Management, Result Oriented, SaaS, Strategy, Team Building, P&L Management, Lead Generation, Management, Marketing, Business Analysis, CRM, Selling, Product Management, Executive Management, Solution Selling, Forecasting, Vendor Management, Project Management, Financial Services, Networking, Direct Marketing, Banking, B2B, Enterprise Software, Cross-functional Team..., Relationship Management, Selling Skills, Sales, Demand Generation, Customer Retention, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 1992 — 1995
FINRA Certificate, Securities Industry Institute
Marist College 1980 — 1982
Marketing/Finance
Nassau Community College 1978 — 1980
AS, Business
Valley Stream North High School
American Stock Transfer & Trust Co LLC October 2012 - Present
Computershare Shareowner Services (BNYMellon) February 2007 - February 2012
BNYMellon Shareowner Services January 2006 - February 2007
BNYMellon Shareowner Services January 2003 - January 2006
BNY Mellon Shareowner Services January 1999 - January 2003
BNY Mellon November 1996 - November 1997
BNY Mellon November 1996 - November 1997
BNY Mellon May 1995 - November 1996
Skills
Project Management, Financial Analysis, Product Management, Financial Services, Business Analysis, Operations Management, Team Building, Equities, Process Improvement, Six Sigma, Continuous Process..., Forecasting, Account Management, Budget Reconciliation, Team Management, Product Development, Vendor Management, Relationship Management, Securities, Mergers & Acquisitions, Risk Management, Corporate Actions
Education
New Jersey Institute of Technology 1995 — 2000
Master of Science (M.S.), Management
New Jersey Institute of Technology 1990 — 1995
Bachelor of Science (B.S.), Management
UBS Wealth Management June 2015 - June 2015
American Stock Transfer & Trust Co LLC January 2010 - May 2015
Computershare July 2006 - November 2009
UBS 2000 - 2006
Skills
Project Management, Microsoft Excel, Financial Services, Requirements Analysis, Microsoft Office, New Business Development, SDLC, Vendor Management, Product Development, Financial Analysis, Process Improvement, Risk Management, Program Management, Business Intelligence, Strategic Planning, Data Analysis, Customer Service, Management, Business Development, Integration, Securities, PMO, Budgets, Business Process..., Mutual Funds, Microsoft Word, Salesforce.com, Leadership, Outsourcing, Business Strategy, Team Building, Business Requirements, Negotiation, Analytics, Business Analysis, Project Planning, Account Management, Access, Analysis, Options, Change Management, Team Leadership, Equities, Product Management, PowerPoint, Banking
Education
Nassau Community College 1989 — 1990
Solium Capital May 2012 - Present
SVB Financial Group September 2006 - October 2012
American Stock Transfer & Trust Co LLC January 2004 - July 2006
Concio February 2002 - January 2004
SSI Technologies April 2000 - January 2001
Hitech Consultants July 1998 - April 2000
L&T Ltd., ECC Division July 1987 - June 1998
Skills
.NET, C#, WCF, Entity Framework, Enterprise Architect, ASP, Oracle, Database Design, Application Design, Application Development, Visual Studio, Financial Accounting, Equity Valuation, JavaScript JQuery, Windows AppFabric, Selenium Testing, Version Control SVN, ASP.NET MVC, VB6, COM/DCOM/COM+, IIS, XML/XSLT/XPATH/DOM/MSXML, Crystal Reports, Pervasive Data..., D3JS, Neo4j, Scrum, Software Development, XML, Enterprise Architecture, Software Design, Requirements Analysis
Education
Anna University 1994 — 1997
Bachelor of Engineering, Civil Engineering
Seshasayee Institute of Technology 1984 — 1987
Diploma, Civil Engineering
Amtrust Financial Services December 2005 - Present
American Stock Transfer & Trust Co LLC 2001 - 2005
Skills
Insurance, Mergers, Financial Analysis, Risk Management, Financial Reporting, Accounting, Mergers & Acquisitions, Auditing, Due Diligence, Financial Modeling, Internal Controls, Strategic Financial..., Finance, Enterprise Risk..., Sarbanes-Oxley Act, Business Strategy, Financial Services, Forecasting
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Business Administration (MBA), Taxation
yeshiva eastern parkway
Cognolink Limited October 2014 - Present
American Stock Transfer & Trust Co LLC July 2012 - September 2014
Open Society Institute July 2008 - May 2012
Venturi Staffing Partners October 2005 - July 2008
Skills
Human Resources, Recruiting, Employee Relations, Non-profits, Social Networking, Event Planning, Outlook, Program Management, Public Speaking, Staff Development, Strategic Planning, Research, Event Management, Customer Service, Business Development, Social Media, Financial Services, Nonprofits, Onboarding, Staffing Services, Training, Organizational..., Employee Training, Personnel Management, Leadership Development, Interviews, Talent Acquisition, HRIS, Employee Benefits, Leadership, Benefits Administration, Applicant Tracking..., New Hire Orientations, Talent Management, College Recruiting, Resume Writing, Conflict Resolution, Performance Management, Deferred Compensation, Employment Law, HR Policies, Career Development
Education
INSEAD 2011 — 2011
Certificate: International Leadership Program
Mount Saint Mary College 1998 — 2002
Bachelor of Science (BS), Business Management and Administration
Timberlane Regional High School 1994 — 1998
Diploma, General Studies
Buck Consultants September 2012 - Present
Buck Consultants 1995 - 2015
American Stock Transfer & Trust Co LLC September 2011 - September 2012
Buck Consultants May 1995 - September 2011
Mellon Financial Corporation May 1995 - May 2005
Skills
Internal Communications, Employee Benefits, Mergers, Change Management, Strategic Planning, Financial Services
Education
The University of Georgia 1982 — 1984
Mediant Communications March 2014 - Present
Laurel Hill Advisory Group February 2012 - February 2014
The Proxy Advisory Group, LLC February 2006 - November 2011
Customers First Financial Services, Inc. May 2004 - December 2005
Morrow & Co., Inc. February 1998 - May 2004
ChaseMellon Shareholder Services, LLC March 1996 - February 1998
American Stock Transfer & Trust Co LLC July 1994 - August 1995
Automatic Data Procesing, Inc. June 1989 - July 1994
DF King October 1987 - June 1989
Skills
Investor Relations, Corporate Governance, Capital Markets, Securities, IPO, Corporate Actions, Equities, Mergers & Acquisitions, Financial Services, Fixed Income, Investments, Strategy, Hedge Funds, Valuation, Asset Management, Corporate Finance
Education
St. Francis College
Xaverian
st francis cabrini
CohnReznick Advisory Group August 2014 - Present
Siegelman Financial Management Consulting, Inc. March 2009 - August 2014
Integrated Global Performance Solutions November 2011 - February 2013
KPMG Advisory 2005 - 2009
American Stock Transfer & Trust Co LLC 2004 - 2005
AT&T 2003 - 2004
Prudential Financial 1998 - 2003
Ernst & Young Health Care Consulting 1996 - 1998
Skills
Financial Analysis, Financial Reporting, Risk Management, Sarbanes-Oxley Act, Mergers, Auditing, IT Audit, Accounting, CISA, Management Consulting, Business Analysis, Project Management, Process Improvement, Due Diligence, Insurance, Business Process..., Enterprise Risk..., Internal Audit..., Internal Audit, Business Process, Business Strategy, Budgets, Analysis, Corporate Finance, CPA, Corporate Governance, ERP, Finance, Financial Accounting, Financial Audits, Financial Risk, Financial Services, Forecasting, GAAP, Governance, IFRS, Internal Controls, Management, Mergers, Project Portfolio..., Restructuring, Risk Assessment, SEC filings, Sarbanes-Oxley, Software Documentation, Strategic Financial..., Strategy, US GAAP
Education
CPE Inc 2010 — 2010
Certification, International Financial Reporting Standards (IFRS)
Stevens Institute of Technology 1999 — 2001
MS, Information Systems
Yeshiva University 1981 — 1986
Bachelor of Science (BS), Accounting
AC Lordi September 2013 - Present
American Stock Transfer & Trust Co LLC January 2012 - September 2013
Members 1st Federal Credit Union April 2010 - March 2011
Zelenkofske Axelrod March 2010 - January 2011
E*Trade Financial Corporation December 2008 - March 2010
Tate & Tryon June 2007 - December 2008
Duquesne University January 2007 - April 2007
Dollar Bank June 2006 - April 2007
PittTV January 2006 - May 2006
Education
University of Pittsburgh
Bachelor of Science, Business Administration in Accounting
American Stock Transfer & Trust Co LLC March 2010 - Present
Laurel Hill Advisory Group 2008 - 2010
Georgeson Shareholder September 1997 - December 2008
Computershare 2004 - 2007
DF King September 1990 - September 1997
Manufacturers Hanover Trust June 1987 - September 1990
Morrow & Co November 1981 - June 1987
Skills
Corporate Governance, Sales, Investor Relations, Strategic Planning, Risk Management, Equities, Leadership, Banking, New Business Development, Financial Services, Mutual Funds, Relationship Management, Securities, Strategy, Vendor Management, Due Diligence, Capital Markets, Mergers & Acquisitions, Selling, Account Management, Marketing Strategy, Call Center, Management, Corporate Actions, Hedge Funds, Investments, Business Development, Mergers, Business Analysis, Corporate Finance, Corporate Communications
Education
Rider University 1976 — 1981
American Stock Transfer & Trust Co LLC November 2011 - Present
National Financial, a Fidelity Investments company 2003 - October 2011
UBS Financial Services 1998 - 2003
Oxford Health Plans 1997 - 1998
Fidelity Investments 1996 - 1997
Education
University of Connecticut 1991 — 1995
BS, Finance
American Stock Transfer & Trust Co LLC June 2011 - May 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Financial Modeling, Financial Forecasting, Financial Analysis, Writing, Customer Service, Communication, Leadership
Education
Saint John's University - Peter J. Tobin College of Business 2003 — 2008
Master of Science (MS), Accounting and Finance, 3.1
American Stock Transfer & Trust Co LLC February 2009 - Present
Clerity Solutions August 2007 - April 2008
Broadridge Financial Solutions 2007 - 2007
Prudential Securities June 1998 - May 2005
Spear, Leeds, & Kellogg September 1993 - June 1998
JPMorgan Chase & Co. 1990 - 1992
Skills
Business Analysis, SDLC, Visio, Risk Management, Equities, XML, Software Project..., Microsoft Excel, Enterprise Architecture, Oracle, Business Process..., Integration, Microsoft SQL Server, PMP, SharePoint, Vendor Management, Microsoft Office, Agile Methodologies, Financial Services, PL/SQL, VMware, DB2, Active Directory, Process Improvement, Visual Basic, Requirements Analysis, Disaster Recovery, Data Warehousing, Business Requirements, SQL, Securities, Outlook, Databases, Access, Project Management, Corporate Actions, Business Intelligence, Project Planning, Team Leadership, Windows Server, Java, User Acceptance Testing, JavaScript, C#, Analysis, Change Management, UML, Software Development, Systems Analysis, MS Project
Education
Baruch College, City University of New York (CUNY)
BBA, Computer Information Systems
American Stock Transfer October 2006 - Present
American Stock Transfer & Trust Co LLC 2006 - Present
CIBC Oppenhiemer 1993 - 2003
Skills
Corporate Actions, Securities, Financial Services, Equities, Customer Service, IPO, Capital Markets, Mergers & Acquisitions, Investor Relations, Risk Management, Financial Analysis, Relationship Management, Banking, Fixed Income, Private Equity, Mergers, Mutual Funds, Microsoft Excel, Securities Regulation, Series 7, Investments, Account Reconciliation, Finance, Hedge Funds, Financial Reporting, Public Speaking, Asset Management, Human Resources, Due Diligence, Outlook
Education
Baruch College, City University of New York (CUNY)
JoyTalk April 2013 - April 2015
DukeNet Communications May 2012 - January 2014
American Stock Transfer & Trust Co LLC April 2006 - July 2011
Wachovia May 1999 - April 2006
Skills
International Trade, International Sales, Marketing Consultant, Salesforce Administrator, Sourcing, Teaching English as a..., Marketing Strategy, Business Development, New Business Development, Management, Business Planning, Sales, Business Strategy, Marketing, Salesforce.com, Strategic Planning
Education
Claflin University 1998 — 2003
Business Administration, Management
United States International University 2000 — 2001
Study Abroad Program - Nairobi, Kenya
Department of State May 2011 - Present
American Stock Transfer & Trust Co LLC September 2010 - May 2011
Lowenstein Sandler PC October 2008 - March 2009
Gibson, Dunn & Crutcher LLP 2006 - 2008
Education
New York University School of Law 2003 — 2006
JD, Law
Brown University 1998 — 2002
BS, History
Phillips Academy Andover
Cigna January 2014 - Present
American Stock Transfer & Trust Co LLC August 2011 - January 2013
American Stock Transfer & Trust Co LLC June 2010 - August 2011
Marymount University August 2008 - May 2011
Lasercraft Inc. January 2007 - May 2010
Skills
Customer Service, Salesforce.com, Sales, Social Media, Microsoft Excel, Analysis, Microsoft Office, EDGAR, PowerPoint, Research, Access, Microsoft Word, CRM, Account Management, Outlook, Strategic Planning, Marketing Communications, Market Research, Time Management, Relationship Management, Sales Management, New Business Development, Strategy, Marketing Event Planning, Development Of..., Marketing Strategy, Marketing Budget
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Science in Investor Relations, Investor Relations
Marymount University 2008 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
University of Maryland College Park 2004 — 2008
BA, Economics, Rhetoric
Marsh November 2014 - Present
AIG June 2013 - November 2014
American Express August 2011 - April 2013
American Express August 2010 - August 2011
American Express January 2009 - August 2010
Target December 2007 - January 2009
American Stock Transfer & Trust Co LLC May 2006 - December 2007
Skills
Financial Analysis, Forecasting, Budgets, Finance, Auditing, Strategy, Financial Modeling, Management, Variance Analysis, Pricing, Corporate Finance, Risk Management, Financial Reporting, Strategic Financial...
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2007
B.B.A Finance, English Minor
Midwood
American Stock Transfer & Trust Co LLC September 2010 - Present
BeyondBond October 2008 - September 2010
Nomura Sec Intl September 2002 - May 2008
JP Morgan Chase May 2000 - July 2002
Skills
Asset Management, Capital Markets, Equities, Financial Modeling, Valuation, Portfolio Management, Investment Banking, Securities, Fixed Income, Finance, Investor Relations, Bloomberg, Derivatives, Financial Services, Hedge Funds, Mergers, Risk Management, Series 7, Trading
Education
Pace University - Lubin School of Business 1988 — 1992
Bachelor, Finance
American Stock Transfer & Trust Co LLC May 1986 - June 2015
L F Rothschild Unterberg Towbin August 1978 - May 1986
Skills
Transfer Agency, Securities, Investor Relations, Fixed Income, Financial Services, Equities, Mutual Funds, Capital Markets, Hedge Funds, Corporate Actions, Relationship Management, Portfolio Management, Investments, Mergers & Acquisitions, Asset Management, IPO, Series 7, Bloomberg, Valuation, Private Equity, Trading, Corporate Finance, Investment Banking, Alternative Investments, Due Diligence, Financial Modeling, Series 63, Finance, Options, FINRA, Financial Markets, Risk Management
Education
LIU Brooklyn 1974 — 1978
Economics
PepsiCo October 2013 - Present
PepsiCo March 2012 - October 2013
American Stock Transfer & Trust Co LLC August 2008 - March 2012
AST Equity Plan Solutions February 2007 - September 2008
Bank of New York Mellon January 2002 - January 2007
Bank of New York Mellon October 2000 - February 2002
Skills
Financial Services, Vendor Management, Business Analysis, Process Improvement, Financial Analysis, Project Management, Business Process..., Equities, Program Management, PMP, Securities, Data Analysis, Analysis, Financial Reporting, Management, Banking, CRM, Human Resources, Risk Management, Relationship Management, Leadership
Education
Seton Hall University 2001 — 2005
Business Management
Bergen Community College 2000 — 2001
Business
American Stock Transfer & Trust Co LLC June 1992 - Present
american stock transfer 1992 - Present
Skills
Securities, Risk Management, Equities, Corporate Actions, Financial Services, Capital Markets, Mergers, Series 7, Trading, Fixed Income, Asset Managment, Portfolio Management, Investments, Mutual Funds, Finance, Analysis, Investor Relations, Business Development, Hedge Funds, Relationship Management, IPO, Mergers & Acquisitions, Executive Management, Bloomberg, FINRA, Due Diligence, AML
Education
Kingsborough Community College
Associates Degree, Legal Secrertial Studies
American Stock Transfer & Trust Company, LLC September 2014 - Present
American Stock Transfer & Trust Company, LLC June 2014 - September 2014
American Stock Transfer & Trust Company, LLC January 2012 - May 2014
American Stock Transfer & Trust Co LLC September 2010 - December 2011
Skills
Investor Relations, Financial Services, Risk Management, Finance, Asset Management, Financial Analysis, Investments, Mergers, Equities, Relationship Management, Securities
Education
DeVry University 2009 — 2010
Hofstra University 2001 — 2006
BBA, Business and Computer Information Systems
American Stock Transfer & Trust Co LLC July 2011 - Present
VMS Consulting 2010 - 2011
BNY Mellon 1968 - 2009
Education
City University of New York - School of Professional Studies
Bachelor of Science (BS), Summa Cum Laude, Business
Hunter College
Intercounty Judicial Sales Corp. September 2009 - Present
Arcim Advisors LLC February 2007 - August 2009
American Stock Transfer & Trust Co LLC July 2006 - January 2007
JDK Hughes, Inc. May 2004 - July 2006
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA), Finance and Financial Management Services
Yeshiva University 2000 — 2004
B.Sc,, Finance
American Stock Transfer & Trust Co LLC Director Of Marketing And Public RelationsSamaritan Services, Inc.July 2013 - Present
Education
New York Career Institute
American Stock Transfer & Trust Company, LLC March 2013 - Present
American Stock Transfer & Trust Co LLC May 2010 - March 2013
Credit Rights November 2007 - May 2010
C&F News (Division of NY Daily News) June 1997 - October 2007
Skills
Transfer Agency, Corporate Actions, Mergers, Securities, Investor Relations, Risk Management, Financial Reporting, IPO, Securities Regulation, Financial Analysis, Financial Services, Cash Management, QuickBooks, Outlook, Accounts Receivable, Series 7, Equities, Budgets, Account Reconciliation, Accounts Payable, Mergers & Acquisitions, Access, Portfolio Management, Finance
Education
City University of New York-Brooklyn College
B.S. Business Management and Finance, Accounting and Finance
NYU Langone Medical Center February 2012 - Present
American Stock Transfer & Trust Co LLC January 2011 - February 2012
Teach for America March 2008 - January 2011
Fin Island Consulting July 2006 - March 2008
Symbol Technologies May 2005 - July 2006
Fin Island Consulting February 2005 - May 2005
Thomson Financial February 2003 - September 2004
KeySpan 1991 - 2003
Skills
MS Excel - expert
Education
Adelphi University 1991 — 1994
BS, Business
Commack Adult Education
Holy Trinity HS
American Stock Transfer & Trust Co LLC May 2005 - April 2011
King TeleServices LLC 2002 - 2004
Education
Kingsborough Community College 1992 — 1993
English
American Stock Transfer & Trust Co LLC October 2010 - Present
Georgeson Shareholder services March 2005 - September 2010
IPL Library of Crime Classics October 1971 - June 2002
Skills
Customer Service, Analysis, Supervisory Skills, Data Entry, Customer Satisfaction, PowerPoint, Team Leadership, Team Building, Leadership, Call Centers, Invoicing, Public Speaking, Blogging, Customer Relations, Insurance, System Administration, Budgets, Training, Quality Assurance, Capital Markets, Social Media, Equities, Editing, Editor/Publisher, Copywriting, Microsoft Office, Finance, Financial Services, Investments, Risk Management
Education
Tulane University
Bachelor of Business Administration (BBA)
Washington University in St. Louis
MBA, A
American Stock Transfer & Trust Co LLC August 2008 - Present
Technology Matrix October 2004 - November 2007
HostMySite.com October 2003 - October 2004
Thomas Jefferson University March 1999 - October 2003
MicroWarehouse March 1995 - March 1999
Skills
VMware ESX, VMware View, VBScript, Windows Server, Active Directory, ThinApp, Cisco IOS, Network Engineering, Server Architecture, Microsoft Exchange, vCenter Server, VDI, Group Policy, VMware, DHCP, VoIP, Network Design, Virtualization, Networking, System Administration, Disaster Recovery, Vendor Management, Servers, Data Center, Microsoft SQL Server
Education
Penn State University
Business Administration, Management and Operations
Prime dental lab inc. June 2004 - July 2011
American Stock Transfer & Trust Co LLC February 2001 - September 2003
Education
Pace University - Lubin School of Business 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
Solstice Sunglasses September 2014 - Present
Foot Locker July 2012 - September 2013
American Stock Transfer & Trust Co LLC September 2008 - June 2012
Century 21 Department Stores November 2006 - August 2008
Foot Locker August 2005 - November 2006
Starbucks December 2004 - July 2005
American Eagle Outfitters November 2001 - August 2004
Skills
Securities, Equities, Investments, Capital Markets, Cash Management, Account Reconciliation, Finance, Financial Services, Recruiting, Customer Service, Employee Training, Accounts Receivable, Sales Management, Merchandising, Retail, Sales, Store Management, Store Operations
Education
Borough of Manhattan Community College 1998 — 2000
Computer Operations
High School of Telecommunications, Art, and Technology 1994 — 1998
Diploma, General Computers
American Stock Transfer & Trust Co LLC November 2010 - Present
Education
Indiana University of Pennsylvania 2001 — 2005
Bachelor's degree, Theatre/Theater