Bank of New York Mellon
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. CEO: Charles W. Scharf (17 Jul 2017–) Headquarters: New York City, New York, United States Assets under management: 1.9 trillion USD (2017) Subsidiaries: Dreyfus Corporation, Insight Investment,
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Bank of New York Mellon Employees
IBM May 2011 - Present
Accenture February 2011 - May 2011
WVU Hospitals Inc August 2008 - February 2011
Bank of New York Mellon June 2008 - August 2008
Computer Sciences Corporation May 2007 - May 2008
Wipro Technologies April 2004 - April 2007
RS Software October 2003 - March 2004
Wipro Technologies January 1998 - October 2003
Skills
PMP, SDLC, Requirements Analysis, Software Project..., Business Analysis, Risk Management, Disaster Recovery, Project Planning, Requirements Gathering, Testing, Business Intelligence, Integration, Oracle, Management, Consulting, Agile Methodologies
Education
Osmania University 1991 — 1995
B.E., Electronics&Communications Engineering
Deloitte Consulting August 2011 - Present
Penn State University August 2010 - May 2011
Smeal Corporate and Career Services January 2010 - May 2011
PNC Leadership Assessment Center September 2009 - May 2011
Mercer Human Resource Consulting June 2010 - August 2010
Penn State Human Resource Development Center January 2010 - May 2010
Bank of New York Mellon June 2009 - August 2009
The Woodlands Foundation May 2008 - August 2008
Shaler Township June 2006 - August 2007
Skills
Presentation Preparation, Leadership Development, Training, Human Resources, Talent Management, Recruiting, PowerPoint, Performance Management, Microsoft Excel, Public Speaking, Data Analysis, Research, Employee Engagement, Interviews, Time Management, Leadership, Change Management, Analysis, Staff Development, Social Networking, Career Counseling, Organizational Design
Education
Penn State University 2007 — 2011
Masters/Bachelors, Human Resources and Employment Relations
Fidelity Investments April 2013 - September 2014
Fidelity Investments July 2012 - April 2013
Fidelity Investments October 2011 - July 2012
Bank of New York Mellon September 2008 - August 2011
Bank of New York Mellon October 2007 - August 2008
Bank of New York Mellon 2003 - 2007
State Street Corp January 2000 - June 2003
US Navy September 1990 - August 1994
Skills
Leadership, Management, Analysis, Finance, Fixed Income, Accounting, Training, Account Reconciliation, Securities, Fund Accounting, Financial Modeling, Bloomberg, Equities, Financial Analysis, Mutual Funds, Financial Services
Education
Nova Southeastern University 2007 — 2010
MBA, Finance
University of Massachusetts Boston 1997 — 1999
B.S., Management
Bank of New York Mellon April 2006 - Present
Skills
Global Custody, Investment Banking, Operations Management, Team Management, Web Design, Mobile Devices, Icon Design, iPhone, Management, Team Leadership, Team-oriented
Education
SUNY Potsdam 1992 — 1993
English/Language Arts Teacher Education
Onondaga Community College 1989 — 1991
Liberal Arts and Sciences/Liberal Studies
Bishop Grimes 1986 — 1989
Keller Williams Gold Coast February 2014 - Present
United Healthcare 2010 - 2011
Bloomberg L.P. 2006 - 2007
The New York Stock Exchange 1997 - 2006
Bank of New York Mellon August 1995 - September 1997
Education
Pace University - Lubin School of Business 1999 — 2003
Bachelor's degree, Computer and Information Sciences and Support Services
Pace University - Lubin School of Business
Exclusive Charter Service January 2014 - Present
Scendia Med-Surg November 2014 - March 2015
Stratos Jets Charter, Inc January 2010 - January 2014
Bank of New York Mellon September 2007 - December 2009
Skills
Customer Satisfaction, Salesforce.com, Strategic Sourcing, Long-term Customer..., Direct Sales, Identifying Client Needs, Aviation, Aircraft Analysis, Charter, Business Aviation, Customer Service, Leadership, Management, Pricing, Aircraft Maintenance, Airports, Flights, Aircraft, Aerospace, Operations Management, Commercial Aviation, Airlines, Flight Safety
Education
University of Central Florida 2002 — 2009
Bachelor’s Degree, Finance, General Business
Northern Arizona University, College of Business Administration 2000 — 2001
N/A, Finance, General
Mountain Pointe High School 1996 — 2000
Bank of New York Mellon May 2011 - Present
Pacific Lutheran University February 2011 - May 2011
Pacific Lutheran University September 2009 - May 2011
Pacific Lutheran University February 2009 - May 2011
UBS October 2010 - January 2011
Corvallis Chamber Coaltion June 2010 - September 2010
Killik & Co January 2010 - April 2010
Ameriprise Financial Services, Inc. June 2009 - August 2009
Skills
Financial Analysis, Equities, Investments, Data Analysis, Fixed Income, Portfolio Management, Valuation, Asset Managment, Financial Modeling, Analysis, Derivatives, Alternative Investments, Microsoft Excel, Finance, Microsoft Office, Teamwork, Financial Services, Customer Service, Accounting, Asset Allocation
Education
Pacific Lutheran University 2007 — 2011
BA, Business Finance
State Street Alternative Investment Solutions September 2015 - Present
III Advisors LLC August 2014 - January 2015
HedgeMark Advisors LLC September 2011 - May 2014
Bank of New York Mellon June 2009 - September 2011
Société Générale (SGCIB) Americas October 2008 - February 2009
Société Générale (SGCIB) UK August 2007 - October 2008
Société Générale / Lyxor Asset Management (Paris/London) January 2006 - August 2007
Société Générale Americas / Lyxor Asset Management April 2005 - February 2006
Banc of America Securities March 2004 - April 2005
BNP Paribas July 2003 - March 2004
Skills
Hedge Funds, Alternative Investments, Equity Derivatives, Capital Markets, Derivatives, Structured Products, Portfolio Management, Asset Managment, Options, Hedging, Investments, Investment Strategies, Risk Management, Asset Management, Relationship Management, Financial Markets, Finance, Investment Management, Financial Risk, Asset Allocation, Investment Banking, Fund Of Funds, Mutual Funds, Equities, Financial Services, Wealth Management
Education
Penn State University 1992 — 1997
Bachelor of Science (BSc), Economics
Bank of New York Mellon September 2007 - Present
BNY Mellon October 2006 - August 2007
BNY Mellon September 1996 - September 2006
Boston College 2002 - 2005
Cambridge College 2001 - 2003
E. Wallace Coyle & Associates 1989 - 2001
BNY Mellon August 1995 - September 1996
National Computer Systems 1990 - 1994
Skills
Business Analysis, Management, Process Improvement, Project Management, Analysis, SDLC, Financial Services, Project Portfolio..., Program Management, Team Leadership, Microsoft Office, PMP, Strategic Planning, Strategic Financial..., Budgets, Relationship Management, Cost Management, Financial Forecasting, Metrics Reporting, Risk Management, Requirements Analysis, Public Speaking, Investment Banking, Course Development, Technical Writing, Leadership, Financial Planning
Education
Northeastern University
Master of Arts (M.A.), Professional, Technical, Business, and Scientific Writing
University of Massachusetts Boston
BS, Management
Goldman Sachs January 2015 - June 2015
Bank of New York Mellon January 2014 - June 2014
Northeastern University May 2013 - September 2013
Education
Northeastern University 2012 — 2017
Bachelor of Science in Business Administration (BSBA)
The London School of Economics and Political Science (LSE)
Summer School Program
McLean High School 2008 — 2012
High School Diploma
Income Research & Management March 2014 - Present
Liberty Mutual Group Asset Management Inc. May 2012 - March 2014
Liberty Mutual Group June 2011 - May 2012
Northeastern University Department of Residential Life December 2008 - May 2011
Liberty Mutual July 2010 - December 2010
Bank of New York Mellon July 2009 - December 2009
Goldman Sachs July 2008 - December 2008
Skills
Excel, Outlook, PowerPoint, Access, Word, Bloomberg, Microsoft Office, Visio, Financial Analysis, Analysis, Lotus Notes, Insurance
Education
Northeastern University 2006 — 2011
Bachelor of Science Degree, Management Information Systems, Finance and Insurance
Peddie School 2002 — 2006
University of Cambridge 2005 — 2005
Philosophy
PwC June 2015 - Present
PwC June 2012 - June 2015
PricewaterhouseCoopers June 2010 - June 2012
Bank of New York Mellon December 2006 - June 2010
JPMorgan Chase June 2006 - November 2006
Skills
Hedge Funds, Capital Markets, Fixed Income, Financial Modeling, Bloomberg, Valuation, Equities, Derivatives, Financial Analysis, Private Equity, Alternative Investments, Corporate Finance, Investment Banking, Asset Managment, Due Diligence, Investments, Risk Management, Securities, Portfolio Management, Financial Reporting, Asset Management, Structured Finance, Financial Services
Education
Ohio Wesleyan University 2002 — 2006
BA, Economics Management
Canterbury School
New Milford, CT
Charlotte Catholic
Charlotte, NC
Jewish Board of Family and Children's Services March 2015 - Present
Jewish Board of Family and Children's Services January 2014 - March 2015
Jewish Board of Family and Children's Services September 2013 - December 2013
YMCA Counseling Service August 2011 - December 2013
Bank of New York Mellon October 2007 - November 2009
Law Offices of Luis Trujillo Jr. December 2005 - October 2007
Law Office of Paul D. Petrus December 2005 - July 2006
Enterprise Rent-A-Car September 2003 - May 2005
Skills
Team Building, Teamwork, Youth Work, Workshop Facilitation, Psychology, Public Speaking, Management, Training, Teaching, Nonprofits, Marketing, Program Development, Event Planning, Leadership Development, Family Therapy, Therapists, Motivational..., Case Management, Self-esteem, Treatment
Education
New York University 2012 — 2015
Master of Social Work (MSW), Marriage and Family Therapy/Counseling
CUNY College of Staten 2011 — 2012
Bachelor of Arts (BA), Psychology
Pace University 1999 — 2003
Bachelor of Business Administration, Marketing; Advertising and Promotions
EY September 2014 - Present
Bank of New York Mellon August 2009 - July 2013
UPMC June 2008 - August 2008
Cancer Treatment Services International June 2007 - August 2007
Superior Court of Pennsylvania June 2006 - August 2006
Skills
Portfolio Management, Finance, Accounting
Education
Temple University - Fox School of Business and Management 2013 — 2014
Master of Accountancy
Penn State University 2005 — 2009
B.S., Finance
Clover Creek Partners, LLC 2008 - Present
Airsan Corporation 2011 - Present
Dickten Masch Plastics 2005 - 2008
Everett Smith Group 2003 - 2005
Albert Trostel & Sons Company 1999 - 2003
Eagle Ottawa 1997 - 2000
Trostel SEG, Inc. 1992 - 1997
Bank of New York Mellon 1987 - 1992
Skills
Mergers, Manufacturing, Acquisitions, Financial Analysis, Operations Management, Human Capital, Business Strategy, Strategic Planning, Joint Ventures, International Business..., Financial Services, Strategy, Finance, Investments, Venture Capital, Portfolio Management, Corporate Development, Sales, Mergers, Management, P, Mergers & Acquisitions, P&L Management
Education
Rollins College 1984 — 1987
BA, Economics, Business Administration
Northwestern University - Kellogg School of Management
Kellogg Management Institute
Bank of New York Mellon October 2014 - Present
Senior Global Meeting and Special Events Consultant March 2013 - September 2014
George P Johnson Experience Marketing December 2010 - June 2011
Citi, Inc. April 2008 - November 2010
Self Employed / Meeting Specialist June 2006 - April 2008
Estee Lauder January 2000 - June 2006
Walt Disney World October 1995 - November 1998
Skills
Event Marketing, Event Management, Budgeting, Special Events, Food & Beverage, Site Selection, Conferences, Budget Management, Event Planning, Team Building, Negotiation, Vendor Relations, Customer Service, Budget Development, Mentoring, Procurement, Contract Negotiations, International Project..., Business Meetings, Corporate Meetings, Sales Meetings, Organizing Meetings, Team Leadership, Team Management, Hospitality Management, Hospitality Industry, Venue Selection, Hospitality, Meeting Planning, Trade Shows, Conference Management, Hotel Contract..., Corporate Events, Teamwork, Meeting Management, Events, Project Management, Program Management, Live Events, Location Intelligence, Account Management, Management, Budgets, Marketing Strategy, Logistics, Contract Negotiation, Venue Relations, Project Planning, Hotels, Strategy
Education
Northeastern State University 1978 — 1984
Bachelor of General Studies, Tourism Management / Marketing / Business
FindYourOmYoga September 2009 - Present
JUNEBUG CAFƒ May 2009 - November 2009
New Boston Fund March 2008 - December 2008
NEW BOSTON FUND, INC March 2008 - December 2008
Mellon Financial January 2004 - March 2008
Bank of New York Mellon January 2004 - March 2008
OFFICE TEAM June 2002 - July 2003
San Rafael City Schools June 2000 - May 2001
CAMP ZAMA COMMUNITY CLUB July 1999 - January 2001
San Rafael City Schools 2000 - 2001
Education
Northeastern University 2006 — 2008
Bachelor's, Leadership/ Arts & Humanities
Katharine Gibbs College 1996 — 1998
Associates, Business Administration/Medical Specialization
Beal Bank March 2011 - Present
Webster Bank December 2009 - May 2010
Sovereign Bank 2003 - 2009
Independence Community Bank 2003 - 2009
Bank of New York Mellon June 1989 - January 2003
Skills
Commercial Banking, Loans, Commercial Lending, Banking, Credit, Retail Banking, Consumer Lending, Credit Analysis, Mortgage Lending, Small Business Lending, Loan Origination, Portfolio Management, Refinance, AML, Branch Banking, Commercial Mortgages, Finance, Underwriting, Cross Selling, Treasury Management, Relationship Management, Deposits, Internet Banking, Financial Services, Branch Management, Mortgage Banking, Risk Management, Credit Risk, Investments, Residential Mortgages, Cash Management, Lines Of Credit, Construction Loans, Bank Secrecy Act
Education
Old Dominion University 1986 — 1989
Management and Finance
Woodlands High School
Citi June 2012 - Present
Bank of New York Mellon December 2005 - June 2012
The Corcoran Group January 2001 - December 2005
Middleberg Communications March 1998 - December 2000
Weber Shandwick 1994 - 1998
Skills
Windows Server, Project Management, Information Security, IT Strategy, Security, Business Continuity, Network Security, Risk Management, Information Security..., Strategic Planning, Governance, Computer Security, Vulnerability Management, Data Center, Disaster Recovery, Networking, Risk Assessment, Data Security, Information Technology, Integration, ISO 27001, Virtualization, IT Audit, Enterprise Software, Enterprise Architecture, CISSP, Vendor Management, Infrastructure, ITIL, Enterprise Risk..., PCI DSS, IT Management, Financial Services, Management, Strategy, Business Analysis
Education
Pace University - Seidenberg School of Computer Science and Information Systems 2008 — 2010
Certificate, Security & Information Assurance
Pace University - Lubin School of Business 2002 — 2005
BBA, Operations Management
United Nations 2009 - Present
Bank of New York Mellon 2003 - 2009
Skills
JavaScript, MySQL, CSS, Servlets, PL/SQL, Visual Basic, Struts, J2EE Application..., Requirements Analysis, Apache, Java Enterprise Edition, JSP, SQL, Project Management, Databases, Business Analysis, SDLC, ITIL, Program Management
Education
Pace University-Pleasantville/Briarcliff Campus
BS, Computer Science
Jacobs Technology October 2009 - Present
Bank of New York Mellon June 2003 - January 2008
Bank of New York Mellon January 2001 - May 2003
Bank of New York Mellon July 1995 - December 2000
First Data Investor Services December 1994 - July 1995
First Data Technologies August 1991 - November 1994
The Boston Company August 1987 - August 1991
The Boston Company March 1984 - August 1987
Skills
Information Security, CISSP, Security, Information Assurance, Checkpoint, Risk Analysis, Vulnerability Assessment, System Administration, Data Security, Computer Security, DIACAP, IT Service Management, Operating Systems, Firewalls, DoD, Servers, Disaster Recovery, Technical Support, VMware, Vulnerability Management, FISMA, Network Security, NIST, Information Security..., C&A, Security Policy, Business Continuity, Testing, Systems Engineering, Security Clearance, Cross-functional Team..., Market Research
Education
Norwich University 2006 — 2007
MS, Information Assurance
Bank of New York Mellon February 2007 - July 2014
Fidelity Investments March 2000 - October 2007
Skills
Risk Management, Financial Services, Management, Customer Service, Leadership, Business Development, Team Leadership, Investments, Sales Management, Cross-functional Team...
Education
Northeastern University 1977 — 1982
Bachelor's degree, Parks, Recreation and Leisure Studies
Natick High School
Moody's Corporation October 2013 - Present
Netplus Capital March 2013 - October 2013
Bank of New York Mellon August 2006 - March 2013
Fairfield County Bank June 2005 - December 2005
Skills
Fluent in Portuguese, Conversational in..., Fund Accounting, Account Reconciliation, NAV, Unit Investment Trusts, Equities, Fixed Income, Bloomberg, Cash Management, Financial Reporting, Investment Research, Consolidated Financial..., Portfolio Assessment, Securities, Due Diligence, Analysis, Bloomberg Terminal, Bonds, Finance, Financial Accounting, Wealth Management, Asset Management, Capital Markets, Investments, Mutual Funds
Education
Northeastern University 2002 — 2006
Bachelors of Arts in Economics, minor in Business Administration
Wooster School 1997 — 2001
Platinum Advisors, Inc. Sr. Software ConsultantErnst & YoungApril 2008 - December 2009
Colgate Palmolive February 2007 - March 2008
AMA International January 2006 - January 2007
Avon May 2003 - January 2006
Canon USA January 2000 - April 2002
Bank Of New York Mellon January 1999 - December 1999
Standard & Poor's February 1998 - April 1999
Prudential Securities Investment Banking February 1996 - January 1998
Marsh & McLennan Companies, Inc. January 1995 - January 1996
Skills
Software Development
Education
New York University - Polytechnic School of Engineering
Graduate Courses in Math and Computer Science
Moscow Institute of Civil Engineering
Master's Degree, Structural Engineering
Bank of New York-Mellon July 2010 - Present
PNC Bank August 2000 - July 2010
Compass Bankshares June 1996 - August 2000
CompassBankshares 1996 - 2000
Skills
Performance Consulting, Organizational..., Leadership Development, Talent Development, Curriculum Design, Needs Analysis, Leadership, Process Improvement, Organizational..., Management, Performance Improvement, Employee Relations, Training, Personnel Management, Talent Management, Strategy, Recruiting
Education
University of Phoenix 2010 — 2012
Master of Arts in Education, Adult Education & Training
Park University 1990 — 1996
Bachelor of Science, Human Resource Management
People's United Bank January 2011 - Present
BNY Mellon March 1986 - October 2010
Bank of New York Mellon 1986 - 2010
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Investments, Mortgage Lending, Credit, Cash Management, Asset Based Lending, Asset Management, Banking, Commercial Mortgages, Consumer Lending, Credit Analysis, Credit Risk, Cross Selling, Finance, Financial Analysis, Financial Services, Fixed Income, Lines Of Credit, Loan Origination, Loans, Mortgage Banking, Mutual Funds, Portfolio Management, Private Banking, Relationship Management, Retail Banking, Series 63, Wealth Management, Branch Management, Securities, AML, Treasury Management
Education
Pace University
Finance
Citizens Bank April 2015 - Present
Huntington National Bank March 2015 - April 2015
Huntington National Bank January 2015 - March 2015
Huntington National Bank August 2013 - January 2015
Huntington National Bank July 2010 - August 2013
Northwestern Mutual June 2009 - July 2010
Bank of New York Mellon 2009 - 2009
Skills
Financial Analysis, Accounting, Investment Strategies, Microsoft Excel, Business Development, Relationship Management, Communication, Financial Statement..., Liquidity Analysis, Management, Analysis, Sales, Credit
Education
Penn State University 2005 — 2009
Bachelors, Finance, 3.4
Peters Township High School
Peters Township High School
Perficient Inc. July 2013 - Present
IBM Global Business Services October 2008 - July 2013
Bank Of New York Mellon August 2000 - October 2008
Pershing LLC August 2000 - October 2008
IBM Global Services August 1995 - August 2000
Skills
IT Strategy, Business Intelligence, Business Analysis, Requirements Analysis, Solution Architecture, Business Process, Integration, Program Management, Management, Enterprise Architecture, SDLC, Analytics, Strategy, Business Development, Leadership, Software Project..., Vendor Management, Business Process..., Strategic Planning, Outsourcing, Enterprise Software, Project Portfolio..., CRM, PMO, Big Data, Business Transformation, Pre-sales, SOA, IT Management, Software Development, Governance, PMP, Consulting, Cloud Computing, Data Warehouse..., Data Warehouse...
Education
Osmania University 1977 — 1982
B.E,, Electrical Engineering
F. R. Islamia 1975 — 1977
Reebok May 2014 - Present
Reebok April 2013 - June 2014
Oliver Wyman February 2011 - April 2013
John Hancock August 2008 - September 2009
Bank of New York Mellon September 2006 - August 2008
Skills
Recruiting, Onboarding, Employee Relations, Talent Management, Microsoft Excel, Talent Acquisition, Temporary Placement, College Recruiting
Education
Northeastern University 2001 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Reit Management & Research LLC May 2015 - Present
Parkway Youth Hockey September 2009 - Present
Read to a Child September 2013 - April 2015
BNY Mellon May 2013 - April 2015
Fangraphs, Inc. April 2013 - September 2013
Bank of New York Mellon March 2007 - May 2013
The Patriot Ledger January 2003 - August 2006
USCHO February 2003 - March 2006
Skills
Sports, Journalism, Copy Editing, Storytelling, Editing, Facebook, Blogging, Social Media Marketing, Press Releases, News Writing, Web Content, Media Relations, Social Media
Education
Northeastern University 2001 — 2006
BA, Journalism
SunCoke Energy April 2014 - Present
National Investor Relations Institute (NIRI)-Chicago Chapter June 2005 - Present
SunCoke Energy February 2012 - April 2014
Strategic & Investor Communications March 2010 - February 2012
McDonald's Corporation 2001 - February 2010
McDonald's Corporation 1997 - 2001
McDonald's Corporation 1992 - 1997
Bank of New York Mellon 1990 - 1992
Continental Illinois Bank 1987 - 1990
Skills
Investor Relations, Planning, Team Leadership, Strategic Planning, Public Speaking, Project Planning, Corporate Communications, Strategic Communications, Budgets, Mergers, Forecasting, Financial Analysis, Internal Communications, Financial Modeling, Executive Management, Process Improvement, Business Strategy, Project Management, Press Releases, Analysis, Leadership, Finance, Microsoft Excel, Corporate Governance, Team Building, Cross-functional Team..., IPO, Strategy, Financial Reporting, Risk Management, Sarbanes-Oxley Act, Mergers & Acquisitions, Management, Cash Flow, Portfolio Management, Corporate Finance, Due Diligence, Business Planning, Competitive Analysis, Strategic Financial..., Managerial Finance, SEC filings, Internal Audit, Start-ups, Valuation, Cash Management, Speech Writing, Financial Communications, Corporate Social..., Accounting
Education
Northern Illinois University 1988 — 1991
MBA
University of Illinois at Urbana-Champaign - College of Business 1980 — 1984
BS, Finance
Citibank October 2010 - Present
First National Bank of Chester County March 2010 - September 2010
Home Savings of America October 2009 - February 2010
SCMC February 2009 - September 2009
EverBank February 2007 - January 2009
Bank of New York Mellon March 2000 - January 2007
Disney ABC Television Group September 1996 - February 2000
Skills
Mortgage Banking, Loan Origination, Mortgage Lending, Refinance, Credit, Reverse Mortgages, Leadership, Finance, Sales, Loans, Real Estate, Commercial Mortgages, Selling, Mortgage Servicing, Commercial Lending, Banking, Residential Homes, FHA, Portfolio Management, Financial Services, Residential Mortgages, Underwriting, Credit Analysis, VA loans, FHA financing, USDA, Construction Loans, Real Estate Financing, Cross Selling, Consumer Lending, Home Equity Loans, Certified Mortgage..., Mortgage Underwriting, Investments, Management, Investment Properties, First Time Home Buyers, Executive Management, Financial Analysis
Education
Pace University - Lubin School of Business 1992 — 1996
BS, Marketing/Advertising
Bank of Tokyo-Mitsubishi UFJ May 2014 - Present
Jefferies LLC January 2014 - April 2014
GE Capital August 2013 - January 2014
TD Bank April 2013 - July 2013
Citigroup August 2011 - December 2012
Michael Sid & Associates February 2010 - April 2010
MediaMorph April 2009 - June 2009
Bank of New York Mellon February 2007 - November 2008
LOMTO Federal Credit Union August 2005 - February 2007
Morgan Stanley October 1996 - October 2004
Skills
Financial Risk, Auditing, Financial Services, Due Diligence, Operational Risk, Management, Fraud, CRM, Accounting, Policy, Internal Controls, Start-ups, AML, Analysis, Anti Money Laundering, Asset Management, Bank Secrecy Act, Banking, Bloomberg, Capital Markets, Compliance, Credit, Derivatives, Equities, Finance, Fixed Income, Hedge Funds, Investments, KYC, OFAC, Operational Risk..., Portfolio Management, Risk Management, Securities, Statistics
Education
Pace University - Lubin School of Business 1991 — 1994
MBA, Information Systems
Skidmore College 1981 — 1985
BA, Mathematics
York Preparatory School 1975 — 1981
Bailey Law Firm, PLLC April 2010 - Present
Conservation Capital LLC May 2008 - August 2008
City of Houston January 2008 - May 2008
Bank of New York Mellon August 2007 - January 2008
Columbia Executive Protection May 2005 - August 2007
Nova Southeastern University June 2004 - April 2005
Nova Southeastern University December 2002 - May 2004
Delmar Financial Company March 2001 - April 2002
Berkshire Management Company August 2000 - December 2001
Skills
Corporate Law, Legal Writing, Estate Planning, Real Estate, Legal Assistance, Negotiation, Wills, Contract Negotiation, Legal Research, Real Estate Transactions, Customer Service, Trusts, Small Business, Entrepreneurship, Legal Advice, New Business Development, Business Strategy, Business, Nonprofits, Non-profits, LLC, Banking, Leases, Contract Management, Succession Planning, Legal Compliance, Administration, Incorporation, Environmental Compliance, Entity Selection, Asset Protection, Pet Trusts, Selling Businesses, Buying Businesses, Investment Analysis, Protecting Assets, Probate, Business Succession..., Buy Sell Agreements, Negotiating Contracts, LLC Formation, Contract Review, Contract Development, Contract Writing, Entity Formation, Commercial Leases, Non-Profit Formation, Employee Hiring, Starting a Business, Mergers & Acquisitions
Education
Nova Southeastern University 2003 — 2010
M.S., Coastal Zone Mgmt & Marine Env. Science
South Texas College of Law 2006 — 2009
J.D., Real Estate, Environmental, Contracts, Transactional
University of Missouri-Saint Louis 1999 — 2003
B.S., Business Administration
Northern Illinois University 1998 — 1999
Security and Exchange Commission September 2013 - Present
Northeast securities, inc. October 2008 - September 2012
Bank of New York Mellon March 2006 - October 2008
Skills
Financial Analysis, Accounting, Financial Modeling, Finance, Microsoft Excel, Securities
Education
Nova Southeastern University 2001 — 2004
Master's degree, Business Administration and Management, General
Nova Southeastern University 2000 — 2004
Master of Business Administration (M.B.A.), Finance, General
Oppenheimer & Co. March 2008 - June 2015
Strategic Staffing Solutions January 2007 - September 2008
International Securities Exchange March 2005 - September 2007
Bank of New York Mellon January 1998 - May 2002
Bank of New York Mellon January 1999 - January 2000
Skills
Data Center, Databases, Team Building, Operating Systems, Disaster Recovery, System Administration, Microsoft Excel, Management, SharePoint, ITIL, Public Speaking, Visio, Unix, Troubleshooting, Windows, Customer Service, SQL, Access, Microsoft Office, Project Management, Vendor Management, Team Leadership, Software Documentation, Requirements Analysis, PowerPoint, Active Directory, Microsoft Word, Leadership, Windows 7, Change Management, Business Analysis, Community Outreach, Software Quality..., Employee Training, Technical Documentation, Pre-sales, Trade Finance, Organizational..., Teaching, Nonprofits, Process Improvement, Information Technology, Quality Assurance, SDLC, Smoke Testing
Education
Nyack College 2008 — 2010
B.S, Organizational Management and Leadership
inkase collective September 2010 - Present
OppenheimerFunds June 2015 - August 2015
J.P. Morgan January 2015 - June 2015
Macquarie Capital Partners December 2014 - January 2015
TIAA-CREF September 2014 - December 2014
Neuberger Berman May 2014 - September 2014
BNY Mellon February 2010 - January 2014
MJHS October 2009 - February 2010
Bank of New York Mellon August 2009 - October 2009
RDA International 2009 - 2009
Skills
Graphic Design, Art Direction, Brand Development, Adobe Creative Suite, Illustrator, Concept Development, InDesign, Corporate Identity, Typography, Information Graphics, Branding & Identity, Creative Direction, QuarkXPress, Integrated Marketing, Graphics, Advertising, Brochures
Education
Rhode Island School of Design 1991 — 1995
Bachelor of Fine Arts (BFA)
School of Visual Arts 2009 — 2010
School of Continuing Education
Parsons School of Design 2009 — 2009
Continuing Education
Citi - Residential Finance February 2014 - Present
Citi - Agency & Trust September 2010 - January 2014
Bank of New York Mellon October 2006 - September 2010
Wachovia Securities Financial Network 2005 - 2006
Skills
Fixed Income, Investments, Due Diligence, Equities, Bloomberg, Derivatives, Capital Markets, Financial Analysis, Bonds, Swaps, Risk Management, Residential Mortgages, Financial Services, Portfolio Management, Finance, Valuation
Education
Pace University 2001 — 2005
BA, Economics
Blumberg Capital January 2015 - Present
Honor Finance September 2013 - December 2014
McGladrey July 2011 - March 2013
Jackson National Asset Management, LLC February 2009 - November 2011
Bank of New York Mellon February 2007 - February 2009
Hansberger Global Investors September 2004 - February 2007
Skills
Equity Swaps, Interest Rate Swaps, Swaptions, Swaps, Inflation, Interest Rate..., Credit Derivatives, Repos, ISDA, Collateral Management, Alternative Investments, Investment Strategies, Private Equity/Venture..., S&P, IDC, Bloomberg, Reuters, Sungard, Financial Reporting, Financial Accounting, Financial Analysis, Financial Markets, Investments, Hedge Funds, Internal Controls, Accounting, Management, Auditing, Finance, Financial Services, Portfolio Management, Valuation
Education
Nova Southeastern University 2005 — 2008
MBA, Finance
University of Florida 1998 — 2002
BS, Finance
BNY Mellon August 2015 - Present
JPMorgan Chase April 2014 - August 2015
BNY Mellon July 2011 - April 2014
Bank of New York Mellon July 2006 - July 2011
Skills
Bloomberg, Equities, Fund Accounting, ETFs, Fixed Income, Fund Administration, Derivatives, Corporate Actions, Financial Services
Education
Pace University 2002 — 2006
Bachelors of Business Administration, Finance, Economics
CVS Health April 2015 - Present
CVS Caremark Corporation March 2014 - March 2015
Shantalle's Studio / Ananta Apparels Ltd. November 2010 - February 2014
LECG June 2009 - August 2010
Crowe Horwath LLP January 2009 - May 2009
Bank of New York Mellon June 2008 - August 2008
Deloitte & Touche June 2007 - August 2007
Skills
Valuation, Financial Reporting, Accounting, Forensic Accounting, Audit, Due Diligence, Financial Modeling, Financial Analysis, Excel, Asset, Data Analysis, Research, Analysis, Microsoft Office, Customer Relations, Tax, PowerPoint, Word, Real Estate, Manufacturing, Financial Planning, Modeling, Business Valuation, Strategic Planning, Restructuring, Auditing, SOX, Sarbanes-Oxley Act, Microsoft Excel, Microsoft Word, Strategy, Business Process..., Strategic Financial...
Education
Northwestern University 2014 — 2015
Masters of Science, Predictive Analytics
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelor of Science (B.S.), Finance
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelor of Science (B.S.), Accounting
University College Dublin 2008 — 2008
Internship Abroad
Niles West High School 2000 — 2004
High School Diploma
BMC Software August 2011 - Present
Bank of America April 2011 - July 2011
Deustche Bank December 2009 - March 2011
Bank of New York Mellon May 2008 - December 2009
NBA City August 2007 - April 2008
Skills
Data Migration, Digital Imaging, Network Administration, Application Packaging, Cloud Computing, System Deployment, System Administration, Technical Support, Management, Risk Management, Disaster Recovery, IT Strategy, Identity Management, ITIL, Windows, Integration, Enterprise Architecture, Unix, VMware, Data Center, IT Service Management
Education
Osmania University 1983 — 1986
B.Sc. (Hons.)
Bank of New York Mellon September 2013 - Present
National City Bank October 2003 - April 2005
Fidelity Investments September 2000 - May 2001
Skills
Business Analysis, Portfolio Management, Equities
Education
Pace University - Lubin School of Business
Bachelor of Science (BS), Accounting and Finance
Wells Fargo April 2015 - Present
Goldman Sachs March 2011 - March 2015
Morgan Stanley July 2010 - March 2011
Bank of New York Mellon October 2007 - June 2010
Morgan Stanley August 2004 - October 2007
Morgan Stanley January 2000 - July 2004
Skills
Wealth Management, Securities, Private Equity, Mergers & Acquisitions, Litigation, Legal Research, Hedge Funds, Financial Risk, FINRA, Equities, Due Diligence, Derivatives, Corporate Governance, Capital Markets, AML, Alternative Investments
Education
Pace University School of Law 2003 — 2007
Juris Doctorate, Law
Saint John's University 1997 — 1998
Masters of Arts, International Relations/ Government and Politics
Saint John's University 1993 — 1997
Bachelor of Arts, Government and Politics
Garden City High School 1989 — 1993
Jones Middle School March 2012 - Present
Bank of New York Mellon May 2009 - August 2009
PricewaterhouseCoopers January 2009 - March 2009
Skills
Problem Solving, Business Decision Making, Lesson Planning, Delegation, Organization, Time Management, Leadership, Cooperation, Fundraising, Grant Writing, Non-profit Volunteer, Department Budgeting, Accounting, public policy, program development, Evaluation
Education
North Carolina Agricultural and Technical State University 2012 — 2014
Master of Arts in Teaching (MAT), Business Teacher Education
University of Pittsburgh 2006 — 2010
Business Management, Finance and Accounting
Kennedale Junior High
Kennedale Junior High
Kennedale Junior High
Woltcom Services Inc. – Verizon communication December 2014 - January 2015
Retreat At Umatilla September 2014 - November 2014
BNY Mellon May 2011 - March 2014
Walt Disney Parks and Resorts Online 2007 - 2014
BB&T November 2010 - May 2011
Weiser Capital Management April 2010 - August 2010
Charles Schwab November 2006 - April 2010
Bank of New York Mellon September 2002 - November 2006
United States Trust Company Of New York May 1998 - September 2002
Skills
Account Reconciliation, Accounting, Finance, Portfolio Management, Training, Trade Support, Financial Services, Investments, Mutual Funds, Securities, Trading, Insurance, Bonds, Financial Risk, Customer Service, Management, Banking, Financial Analysis, Equities, Fixed Income, Leadership, Microsoft Office, Public Speaking, Relationship Management, Microsoft Excel, Accounts Payable, Team Building
Education
Pace University 1981 — 1985
Bachelor's degree, Finance, General
Pace University 1981 — 1985
Pace University 1981 — 1985
Pace University-New York 1981 — 1985
Associate's Degree, Accounting and Finance
Pace University 1981 — 1984
Bachelor's degree, Accounting and Finance
Surveyor Capital (Citadel LLC) October 2013 - Present
Morgan Stanley June 2011 - September 2013
Nittany Lion Fund LLC January 2009 - December 2010
Bank of America June 2010 - August 2010
Bank of New York Mellon June 2009 - August 2009
Bullish Bankers LLC July 2008 - May 2009
Naissance Management LLC October 2008 - December 2008
Merrill Lynch May 2008 - August 2008
Skills
Financial Markets, Financial Modeling, Bloomberg, Mergers, Private Equity, Financial Analysis, Equity Research, Investments, Mutual Funds, Hedge Funds, Microsoft Excel, Finance, Asset Allocation, Fixed Income, Portfolio Management, Alternative Investments, Bloomberg Terminal, Equities, Investment Banking, Derivatives, Valuation, Capital Markets, Corporate Finance, Business Analysis, Data Analysis, Access, Series 7, Economics, Asset Management, Competitive Analysis, Due Diligence
Education
Penn State University 2007 — 2011
B.S., Finance, Economics
Bank of New York Mellon December 2009 - Present
Patterson Schwartz Real Estate May 2007 - August 2007
Skills
PowerPoint, Microsoft Excel, Marketing, Financial Analysis, Microsoft Office
Education
Penn State University 2005 — 2009
BA, Communication Arts & Sciences / Business
Alexis I. duPont High School
DHHS/ACF/OPRE January 2015 - Present
US Department of Health and Human Services October 2012 - Present
Prince William County 2012 - 2013
CARFAX April 2011 - May 2012
Bank of New York Mellon August 2008 - December 2010
Tyco Telecom 2007 - 2008
McCracken Financial Software 2004 - 2007
TASC 1987 - 2001
TASC (Northrop Grumman) 1987 - 2001
Skills
Access, Team Building, Analysis, Budgets, Visio, Microsoft Excel, Program Management, Microsoft Office, PowerPoint, Software Documentation, Mas 90, JD Edwards, Process Improvement, Accounting, Six Sigma, Troubleshooting, Management, Accounts Receivable, Data Analysis, Finance, Requirements Analysis, SAP, Training, Project Management, Business Analysis, Financial Analysis, Excel, MAS 200, UFMS, Government Contracting, Government Procurement, Acquisitions, Invoicing, Integration, Leadership, CRM, Policy, Strategy
Education
Norwich University 2012 — 2014
Masters of Science, Orgnaizaitonal Leadership
Norwich University 1978 — 1982
BS, Applied Math
Reg # 7 1974 — 1978
HS Diploma
Shimadzu Scientific Instruments September 2008 - Present
Zotos International June 2008 - August 2008
Bank of New York Mellon June 2007 - January 2008
Mahoney Cohen August 2006 - June 2007
New York Life July 2003 - August 2006
Skills
IFRS, Internal Audit, Auditing, US GAAP, Sarbanes-Oxley, Business Process..., Sarbanes-Oxley Act, GAAP, Financial Reporting, Internal Controls, Financial Analysis, Financial Accounting, Sales Tax, Microsoft Office, Training, Quality Auditing, Microsoft Excel, Accounting, Management, Risk Management
Education
Pace University 1999 — 2001
Bachelor’s Degree, Accounting
Accretive Health / Trinity Health Org September 2013 - Present
Society for Human Resource Management - Philadelphia Chapter June 2009 - July 2014
The Children's Hospital of Philadelphia May 2011 - September 2013
National Association of Health Services Executives - DVC December 2009 - June 2012
The Childrens Hospital of Philadelphia July 2009 - June 2011
The Childrens Hospital of Philadelphia June 2008 - July 2009
The Childrens Hospital of Philadelphia September 2008 - January 2009
Bank of New York Mellon March 2006 - May 2008
Skills
Leadership, Process Improvement, Healthcare, Leadership Development, Hospitals, Operations Management, Management, Strategy, Revenue Cycle Management, Revenue Cycle, Healthcare Management, A/R Management, Customer Service, Patient Registration, Managed Care, Finance, Medical Billing, Data Analysis, Patient Access, Strategic Planning, Program Development, Change Management, HIPAA, Organizational..., Project Management, Human Resources, Recruiting, Program Management, Policy, Team Building, Analysis, Auditing, Training, Cash Posting, Epic Systems, OAS Gold, Healthcare Reimbursement, Budgets, Performance Improvement, PFS, Insurance Verification, Patient Scheduling, Healthcare Information..., EHR, EMR, Healthcare Consulting, Medicare, Healthcare Industry
Education
Keller Graduate School of Management 2006 — 2008
Masters of Business Administration, Business Administration
Penn State University 2001 — 2005
B.S., Industrial/Organizational Psychology, Business Management
Bank of New York Mellon September 2007 - Present
JPMorgan Chase January 1983 - June 2007
Skills
SDLC, Vendor Management, Application Development, Program Management, Process Improvement, Change Management, Team Building, Customer Relations, MS Project, IT Management, Outsourcing, Mergers, Strategic Planning, Requirements Analysis, Budgeting, SharePoint, Agile, PMO, Asset Management, Microsoft Office, RAD, Business Analysis, Vendor Relations, Mentoring, Problem Solving, Banking, Visio, Software Development, Business Process..., Budgets, IT Strategy, CRM, Agile Methodologies, Financial Services, Risk Management, Enterprise Architecture
Education
Pace University - Lubin School of Business 1984 — 1986
MBA, Business Management
Bank of New York Mellon November 2010 - Present
BNY Mellon Wealth Management January 2009 - November 2010
BNY Mellon Wealth Management January 2007 - January 2009
The Bank of New York 1979 - 2007
Skills
Asset Management, Investments, Wealth Management, Trust Services, Banking, Asset Allocation, Asset Managment, Portfolio Management, Finance, Equities, Alternative Investments, Securities, Financial Services, Hedge Funds, Wealth, Fixed Income, Financial Analysis, High Net Worth..., Capital Markets, Mutual Funds, Investment Advisory, Investment Strategies, Investment Management, Wealth Management..., Private Banking, Bloomberg, Bonds, Series 63, Derivatives, Series 7, Retirement Planning, FINRA, Financial Markets, Fund Of Funds, Options, Private Equity, Strategic Financial..., Trading, ETFs, Financial Advisory, Estate Planning
Education
Pace University - Lubin School of Business 1982 — 1984
MS, Investment Management
Rutgers University-New Brunswick 1973 — 1977
BA, Economics
Polymer Group Inc October 2011 - Present
Wells Fargo January 2010 - October 2011
Bank of New York Mellon 2008 - 2010
Wachovia Merger 2006 - 2008
GlaxoSmithKline 2005 - 2006
GlaxoSmithKline 2002 - 2005
IBM 2001 - 2002
Skills
SDLC, SharePoint, Business Process, Vendor Management, Software Documentation, Project Management, Requirements Gathering, Integration, Business Analysis, Quality Assurance, Disaster Recovery, Servers, ITIL, Management, Data Analysis, CRM, IT Management, PMO, PMP, Project Planning, Microsoft Exchange, Visio, Project Portfolio..., IT Strategy, Analysis, Networking, Training, Databases, Budgets, Business Process..., Software Project..., Process Improvement, Requirements Analysis, Information Technology, ITIL Process..., Risk Management, Program Management, Operating Systems, Lotus Notes, Business Intelligence
Education
North Carolina Central University 2004 — 2006
Masters, Information Science
St. Augustine's College 1995 — 1999
Bachelor of Science, Industrial Mathematics
Four Seasons Financial Group Inc. August 2014 - Present
Lincoln Financial Group December 2013 - July 2014
The Hartford April 2013 - December 2013
Public Financial Management January 2010 - March 2013
Bank of America 2004 - 2008
Bank of New York Mellon October 2003 - November 2004
Dreyfus December 1989 - October 2003
Skills
Investments, Financial Services, Mutual Funds, Risk Management, Securities, Portfolio Management, Series 7, Credit, Banking, Loans, Mortgage Lending, Leadership, Asset Managment, Financial Advisory, Corporate Law, Event Planning, Asset Allocation, Retirement Planning, Derivatives, Management, Series 63, Insurance, Due Diligence, Wealth Management, Equities, Fixed Annuities, Investment Strategies
Education
Peirce College 2008 — 2009
Certificate, Paralegal Certificate
Northeastern University 1981 — 1986
Bachelor's, Political Science
Accenture/ETS January 2011 - Present
State Street Corporation March 2010 - January 2011
ETS 2006 - November 2009
TEK Systems 2006 - November 2009
Idiom Technologies April 2005 - March 2006
Bank of New York Mellon 2002 - 2003
Opus 360/ Artermis International December 1999 - October 2001
Opus 1999 - 2001
Education
Osmania University 1996 — 1999
Masters in Engineering
Omgeo February 2011 - Present
Bank of New York Mellon April 2007 - February 2011
Northeastern University September 2009 - May 2010
Merrill Lynch - Global Private Client Technology July 2004 - April 2007
Stargen, Inc. May 2001 - August 2002
Skills
Microsoft SQL Server, C#, SharePoint, .NET, Java, JavaScript, SQL, ASP.NET, AJAX, SWIFT messaging, Metastorm, SSIS, Silverlight, Salesforce.com...
Education
Northeastern University 2007 — 2009
Masters, Information Systems
Villanova University 2000 — 2004
Bachelors, Major: Computer Engineering, Minor: Computer Science
Chelmsford High School 1997 — 2000
BlueMountain Capital Management November 2013 - Present
KPMG LLP June 2012 - October 2013
KPMG July 2009 - June 2012
KPMG January 2008 - June 2009
Pace University - Lubin School of Business September 2005 - May 2007
KPMG June 2006 - August 2006
Bank of New York Mellon June 2004 - March 2006
Skills
Accounting, Auditing, Budgets, External Audit, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, GAAP, Internal Audit, Internal Controls, Investment Management, Microsoft Excel, SEC filings, Tax, US GAAP, Sarbanes-Oxley Act, Valuation
Education
Pace University - Lubin School of Business 2002 — 2007
BBA/MBA
Bank of New York Mellon August 2008 - Present
Mercury Insurance May 2006 - August 2008
First Professionals Insurance Company August 2001 - March 2006
Price Waterhouse Coopers July 1997 - June 1999
Skills
Financial Reporting, Equities, Investments, Accounting, Financial Analysis, Sarbanes-Oxley Act, Financial Modeling, Valuation, Real Estate, Due Diligence
Education
Penn State 1994 — 1997
Micro Light Guy, Inc. January 2003 - Present
Bank of New York Mellon February 1991 - Present
JP Morgan February 1991 - February 1997
Shearson Lehman Hutton July 1985 - February 1991
International Nickel & Co November 1982 - July 1985
Automated Data Processing (ADP) March 1982 - November 1982
Oppenheimer and Company July 1980 - March 1982
Skills
Banking, Executive Management, Documentation, VSAM, SDLC, COBOL, Mainframe, Business Analysis, DB2, JCL, Requirements Analysis, Visio, Disaster Recovery, Vendor Management, Software Project..., Financial Services, Fixed Income, Portfolio Management, Business Requirements, Project Portfolio..., Software Documentation, User Acceptance Testing, Integration, Business Continuity, ITIL, Risk Management, Software Development, IBM Mainframe, Securities, Testing, PMO, Requirements Gathering, IT Strategy, PMP, Information Technology, Analysis, Data Warehousing, Enterprise Architecture, IT Management, Management, Process Improvement, Project Management
Education
Pace University 1984 — 1988
Bachelor's degree, Computer Science
Queensborough Community College 1977 — 1979
AAS, Data Processing
Harry S Truman 1974 — 1977
High School Regents Diploma, Computer Programming, Specific Applications
The Bank of New York Mellon October 2007 - Present
Bank of New York Mellon October 2003 - October 2007
Bank of New York Mellon July 2002 - October 2003
US Bank July 1997 - July 2002
Skills
Financial Services, Investments, Risk Management, Fixed Income, Capital Markets, Financial Analysis, Securitization, Financial Modeling
Education
Northern Illinois University 1991 — 1995
Mind In Touch Enterprises, Inc. 1995 - Present
Leading Investment Bank March 2010 - July 2012
Bank of New York Mellon June 2008 - June 2009
Citigroup 2005 - 2007
Pfizer, Inc. 2001 - 2005
Pfizer 1999 - 2001
Skills
Sarbanes-Oxley Act, Internal Audit, Risk Management, Auditing, Management, CISA, Project Management, Finance, Information Technology, Governance, Analysis, IT Audit, Business Process..., Enterprise Risk..., Internal Controls, Financial Services, Business Analysis, Mergers & Acquisitions
Education
Pace University
Bank of America 2008 - Present
State Street 2007 - 2008
Bank of New York Mellon 2005 - 2007
Credit Suisse 2003 - 2005
Skills
SDLC, Business Analysis, Requirements Analysis, Risk Management, Software Project..., IT Strategy, Business Intelligence, Requirements Gathering, Vendor Management, Data Warehousing, Visio, Business Requirements, Business Process..., Enterprise Architecture, Project Portfolio...
Education
Ohio University
MS, Ind & Mfg Sys Engr
Ohio University
MBA, Finance & Marketing
PSBB Chennai
WIT
Bank of New York Mellon December 2013 - Present
Brown Brothers Harriman May 1999 - Present
Skills
Portfolio Management, Asset Managment, Investments, Financial Modeling, Due Diligence, Hedge Funds, Process Improvement, Alternative Investments, Series 7, Change Management, Strategic Planning, Derivatives, Valuation, Capital Markets, Relationship Management, Fund Administration, Wealth Management, Investment Management, Six Sigma, Corporate Actions
Education
Northern Arizona University 1996 — 1998
St. Anselm 1995 — 1996
Denali Real Estate, LLC January 2013 - Present
Geneva Real Estate & Investments LLC April 2009 - December 2012
Standish Mellon Asset Management April 2007 - June 2009
Bank of New York Mellon April 2007 - June 2009
Sage Advisory Services August 2005 - September 2006
Pacific Income Advisers 1998 - 2005
Army National Guard February 1992 - February 2001
Skills
Fixed Income, Management, Investments, Sales, Securities, Marketing, Portfolio Management, Property Management, Financial Analysis, Residential Homes, Real Estate, Institutional..., Asset Management, Asset Managment, Equities, Investment Advisory, Asset Allocation, Selling, Referrals, Mutual Funds, Negotiation, Property, Investment Properties
Education
Northern Illinois University 1994 — 1998
B.S., Finance
Boylan High School
Allen Harim March 2015 - Present
Bank of New York Mellon August 1998 - February 2015
Mellon Financial 1998 - 2008
Godwin Associates 1994 - 1998
Skills
Recruiting, Relationship Management, Risk Management, Human Resources, Vendor Management, Employee Relations, Onboarding, Financial Services, Payroll, Talent Acquisition, Temporary Placement, SDLC, Management, Applicant Tracking..., Performance Management, PeopleSoft, Employee Engagement, Interviews, Project Management, Customer Service, Affirmative Action, Succession Planning, Technical Recruiting, Employee Benefits, College Recruiting, Securities, Talent Management, Banking
Education
Nichols College 1994 — 1998
BNY Mellon December 2014 - Present
BNY Mellon March 2012 - November 2014
Bank of New York Mellon 2008 - 2012
BNY Mellon 1999 - 2008
Mesirow Financial 1998 - 1999
Commerz Futures 1996 - 1998
Skills
Risk Management, Middle Office, SDLC, Banking, Requirements Analysis, Project Management, Portfolio Management, Derivatives, Vendor Management, Management, Process Improvement, Business Analysis, Fund Administration, Fixed Income, Financial Services, Asset Management, Software Project..., Equities, Hedge Funds, Requirements Gathering, Mutual Funds, Securities
Education
North Central College 1985 — 1990
BA, Business Management and Administration, Business management systems, finance and computer science
BNY Mellon February 2009 - Present
Bank of New York Mellon February 2005 - February 2009
Bear Stearns September 1996 - June 2004
Skills
Disaster Recovery, Leadership, Management, CICS, Program Management, Customer Service, Process Improvement, Strategic Planning
Education
Pace University 2012 — 2015
Master's degree, Information Technology
Chubb Institute 1986 — 1987
Computing Degree, Computer Programming
Wheaton College 1979 — 1983
Bachelor of Arts (BA), Economics
Urban Igloo, LLC September 2014 - Present
Long and Foster Real Estate April 2011 - September 2014
SunTrust September 2010 - April 2011
James Rigdon LLC August 2008 - September 2010
Sovereign Bank July 2007 - August 2008
Wachovia Bank April 2006 - July 2007
Bank of New York Mellon July 2005 - April 2006
Skills
Customer Relations, Research, Real Estate, Statistics, Market Research, Direct Sales, Contract Negotiation, Negotiation, Customer Service, Time Management, Microsoft Office, Sales, Cross-functional Team..., Business Development, Account Management, Banking, Financial Reporting, Portfolio Management, First Time Home Buyers, Marketing, Sellers, Financial Analysis, Buyer Representation, Residential Homes, Analysis, Budgets, Investors, Leadership, Real Estate Development, Project Management, Finance, Condos, Single Family Homes, Real Estate Transactions, Relocation, Selling
Education
Penn State University 1985 — 1989
Bachelor of Arts (B.A.), Business, Marketing and History
Caldwell University 2012 - Present
Price Waterhouse Coopers 2004 - 2012
Bank of New York Mellon 1992 - 1996
Skills
CISA, Sarbanes-Oxley Act, IT Audit, Management Consulting, Internal Controls, Auditing
Education
New York University - Polytechnic School of Engineering 1994 — 1996
MS, Technology Management
Pace University 1980 — 1984
BBA, Information Technologu
Bank of New York Mellon Managing DirectorBank Of New York1970 - 2007
BNY Mellon 1970 - 2007
Education
Nyack College
Invesco - WL Ross & Co. LLC December 2012 - Present
Bank of New York Mellon 2011 - 2012
The Agency Group, Ltd January 2009 - January 2011
Skills
Legal Research, Private Equity, Litigation, Management, Microsoft Office, Project Management
Education
Nova Southeastern University Shepard Broad College of Law 2007 — 2010
RETIRED March 2014 - Present
University of Montana Foundation May 2006 - February 2014
Bank of New York Mellon 2001 - 2006
Mellon Financial Corp 1992 - 2001
Skills
Project Management, Nonprofits, Research, Program Management, Leadership, Customer Service, Team Building, Public Relations, Management, Business Intelligence, Leadership Development, Community Outreach, Training, Team Leadership, Volunteer Management, Fundraising, Teaching, Change Management, Budgets, Grant Writing, Public Speaking, Organizational..., Strategic Planning, Coaching, Editing, Business Planning, Data Analysis
Education
Northwestern University 1976 — 1978
M.MGT (MBA), Finance and Management Information Systems
University of Pittsburgh 1973 — 1975
Bachelor of Science (B.S.), Mathmatics & English Literature
Bank of New York Mellon June 2008 - Present
National City Bank 2004 - 2006
Education
Pace University 1965 — 1972
Bank of New York Mellon Vice PresidentFirst ChicagoOctober 1982 - November 1989
Skills
Structured Finance, Financial Structuring
Education
Northwestern University - Kellogg School of Management 1986 — 1988
Liberty Mutual Insurance May 2015 - Present
Liberty Mutual Insurance February 2014 - May 2015
Liberty Mutual Insurance July 2011 - February 2014
Liberty Mutual Insurance January 2010 - July 2011
Liberty Mutual January 2008 - January 2010
Bank of New York Mellon January 2007 - December 2007
MFS Investment Management January 2006 - September 2006
Skills
Human Resources, College Recruiting, Process Improvement, Personnel Management, HRIS, Onboarding, Program Management, Employee Benefits, Project Management
Education
Northeastern University 2004 — 2008
BS, Business Administration
Houlihan Lawrence June 2013 - Present
Common Good January 2013 - Present
National Grid January 2010 - December 2012
KeySpan 2005 - 2009
Keyspan Energy 1999 - 2005
Bank of New York Mellon 1987 - 1988
Manufacturers Hanover 1984 - 1987
Skills
Advertising, Marketing, Direct Marketing, Lead Generation, Strategic Communications, Multicultural, Change Management, Project Management, Event Planning, Event Management, Creative Briefs, Creative Direction, Production Managment, Budgets, Contract Negotiation, Team Building, Project Planning, Strategy, Negotiation, Product Management, Marketing Strategy, Social Media Marketing, Integrated Marketing, Online Marketing, Email Marketing, Market Research, Management, Digital Marketing, Public Relations, Social Media
Education
Pace University - Lubin School of Business 1980 — 1982
Masters in Business Administration, Marketing Management
College of Saint Rose 1975 — 1976
Mary Immaculate
Mary Immaculate
Mary Immaculate
State University of New York College at Cortland
Bachelor of Arts (BA), Speech & Theatre Arts
Veritude/Fidelity Investments April 2011 - September 2012
Bank of New York Mellon June 2008 - December 2008
Veritude/Fidelity Investments June 2006 - May 2008
Dynamics Research August 2001 - June 2006
Fidelity Investments May 2000 - August 2001
Dynamics Research 1990 - 2001
Skills
Requirements Analysis, PMP, Vendor Management, Project Management, Software Project..., Business Process, Process Improvement, Business Analysis, Team Leadership, Testing, Quality Assurance, Software Documentation, MS Project, Project Planning, Software Development, Oracle, SQL, Change Management, Systems Analysis, Program Management, Requirements Gathering, ITIL, PL/SQL, Unix, Resource Management, Business Process..., Analysis, IT Strategy, SharePoint, Integration, Risk Management, Business Intelligence, Project Portfolio..., Team Management, Visio, Enterprise Architecture, XML, Product Management, Project Delivery, Databases, CMMI, Business Requirements, Agile Project Management, Systems Engineering, IT Management, Management, PMO, Data Analysis, Database Design, Microsoft SQL Server
Education
Northeastern University
MS, Engineer Management - Information Systems
University of Massachusetts Lowell
BS, Mathematics
Bank of New York Mellon August 2010 - Present
Dow Jones & Co. January 2006 - July 2010
Schering-Plough Pharmaceuticals July 2005 - December 2005
Skills
Business Analysis, Data Analysis
Education
Kakatiya University
Osmania University
Bank of New York Mellon June 1998 - Present
Citibank 1997 - 1998
Education
Pace University 2006 — 2009
Masters of Science, Computer Science
Fidelity Investments May 2011 - Present
Eaton Vance December 2010 - April 2011
Putnam Investments 2010 - 2010
Bank of New York Mellon 2008 - 2009
Fidelity Investments March 2006 - December 2007
eCredit.com 1998 - 2000
Skills
Mutual Funds, SDLC, Requirements Analysis, Business Analysis, Agile Methodologies, Project Management, Vendor Management, Financial Services, Software Project..., CRM, Process Improvement
Education
Northeastern University 1990 — 1992
Master of Science (MS), Mathematics in Computing
Northeastern University 1990 — 1992
Master of Science (M.S.), Mathematics in Computing
Simmons College 1986 — 1990
Bachelor of Science (B.S.), Computer Science and Mathematics
Bank of New York Mellon September 1994 - Present
Skills
Derivatives, Hedge Funds, Equities, Fixed Income, Asset Management, Banking, Capital Markets, Alternative Investments, Management, Investments, Risk Management, New Business Development, Securities, Financial Services, Executive Management, Fund Administration, Portfolio Management, Vendor Management, Business Development
Education
Pace University - Lubin School of Business 1981 — 1985
EDMC June 2013 - Present
EDMC March 2010 - June 2013
Bank of New York Mellon June 2009 - December 2009
Marshall Wace June 2007 - February 2009
DKR Capital 2005 - 2007
Alliance Capital Management 2004 - 2004
Skills
Microsoft SQL Server, Business Analysis, IT Audit, Disaster Recovery, System Administration, Active Directory, Technical Support, Windows Server, SharePoint, Infrastructure, SDLC, Management, Process Improvement, ITIL
Education
Penn State University- University Park 1999 — 2003
Bachelor's degree, History
Bank of New York Mellon September 2008 - Present
Goldman Sachs August 1998 - February 2008
Pinkerton Computer Consultants August 1996 - February 2004
Fidelity Investments February 1998 - August 1998
Verizon August 1996 - February 1998
HSBC December 1988 - August 1996
Midland Bank 1988 - 1996
OCL 1984 - 1988
Skills
VSAM, JCL, SDLC, CICS, Mainframe, COBOL, TSO, DB2, Application Development, Unix, Integration, Software Development, Database Design, Business Analysis, PMP, SharePoint, Visio, Databases
Education
Pace University 2009 — 2010
Software Engineering
University of Southampton 1977 — 1980
BSc, Mathematics
Pershing LLC July 2015 - Present
Axiom 2005 - Present
American Express July 2014 - May 2015
Pershing LLC January 2013 - June 2014
Federal Reserve Bank of New York March 2010 - July 2011
Bank of New York Mellon June 2007 - March 2010
Law Office of Francis Hsueh February 2004 - June 2007
LeBoeuf, Lamb, Greene & MacRae 2002 - 2004
Skadden Arps 1997 - 1999
Skills
Licensing, Intellectual Property, Corporate Law, Legal Research, AML, Legal Writing, Securities Regulation, Corporate Governance, Commercial Litigation, Litigation, Westlaw, OFAC, Securities, Fraud, Legal Assistance, Privacy Law
Education
Brooklyn Law School 1999 — 2002
J.D., Law
Oberlin College 1992 — 1996
Bachelor of Arts (B.A.), East Asian Studies
New York Stock Exchange (NYSE) September 2014 - Present
Nomura Securities March 2014 - August 2014
Bank of America January 2013 - March 2014
Freepoint Commodities May 2012 - December 2012
Societe Generale Energy Corp October 2011 - April 2012
RBS Sempra Commodities April 2011 - September 2011
TCS America client SEI August 2010 - April 2011
Bank of New York Mellon 2007 - 2010
Covance November 2006 - October 2007
Ernst & Young LLP April 2001 - December 2006
Skills
Performance Tuning, Data Modeling, Data Warehousing, SQL*Plus, Oracle SQL, Oracle, Data Migration, Data Guard, SQL, RMAN, Oracle RAC, GoldenGate, Database Design, Databases, Oracle HR, Fitness, Linux, Microsoft SQL Server, ETL, Unix Shell Scripting, Informatica, PeopleSoft, Database Administration, Sybase, Crystal Reports, SDLC, Disaster Recovery, Enterprise Architecture, Oracle E-Business Suite, Oracle Applications, SQL Tuning, Unix, Oracle Certified DBA, Oracle Database, MySQL, Exadata, Integration, Business Intelligence, Business Analysis, Requirements Analysis, PL/SQL, DB2
Education
Osmania University 1993 — 1997
Master's; MBA, Business Administration
Takshashila Public School 1986 — 1990
10, 10 class
Merrill Lynch - Bank of America June 2009 - Present
Bank of New York Mellon June 2008 - June 2009
Bear Stearns January 2007 - June 2008
Merrill Lynch April 2005 - December 2006
Skills
Equities, Fixed Income, Capital Markets, Trading Systems, Vendor Management, SDLC, Investment Banking, Electronic Trading, Hedge Funds, Derivatives, Business Analysis, Equity Derivatives, Asset Management, Credit Derivatives, Portfolio Management
Education
Osmania University
Bank of New York Mellon October 2008 - Present
Lehman Brothers 2006 - October 2008
Skills
ETL, Oracle, SDLC
Education
Osmania University
Bank of New York Mellon November 2009 - Present
Bear Stearns July 1992 - October 2007
Skills
Series 63, Financial Structuring, Capital Markets, Portfolio Management, Derivatives, Securities, Loans, Mortgage Lending, Structured Finance, Hedge Funds, MBS, Asset Management, Fixed Income, Financial Analysis, Structured Products, Securitization, Investment Banking
Education
Pace University - Lubin School of Business 1980 — 1982
BBA, Marketing/Finance
State University of New York College at Oneonta 1978 — 1980
Ambac October 2011 - Present
Radian Asset Assurance May 2006 - December 2010
Bank of New York Mellon June 2004 - May 2006
Assured Guaranty May 2001 - June 2004
DLJ September 1994 - October 2000
Skills
Bonds, Finance, Fixed Income
Education
Pace University 1992 — 1998
BBA, Finance
St. Johns Prep Highschool 1988 — 1992
Diploma
Tradeweb July 2008 - Present
ICAP Services NA August 2003 - July 2008
BrokerTec USA LLC August 1999 - August 2003
FICC (Formerly GSCC) January 1992 - July 1999
Security Pacific National Trust Co. December 1982 - January 1992
Security Pacific Corp (Sequor Division) 1982 - 1990
Bank of New York Mellon December 1979 - December 1980
Discount Corporation of NY December 1978 - December 1979
Education
Pace University - Lubin School of Business 1992 — 1996
BBA, Economics
NHP Memorial 1972 — 1976
Affiliated Computer Services May 2008 - Present
NewYork Presbyterian Hospital December 2005 - April 2007
Bank of New York Mellon April 1998 - November 2004
The Chase Manhattan Bank August 1991 - April 1998
Education
Pace University - Lubin School of Business 1987 — 1991
Bank of New York Mellon May 2006 - February 2009
Education
New York University School of Law 1986 — 1987
Tradition Energy May 2014 - Present
ConEdison Solutions November 2010 - May 2014
Genworth Financial December 2007 - May 2008
Citi Group May 2007 - December 2007
DAVID LERNER ASSOCIATES April 2006 - April 2007
Bank of New York Mellon April 2003 - April 2006
Skills
Financial Services, Series 63, Series 7, Wealth Management, Mutual Funds, Securities, Fixed Annuities, Investment Advisory, Financial Analysis, Retirement Planning, Investments, ETFs, Retirement, Asset Allocation, Risk Management, Asset Managment, Investment Management, Bonds, Fixed Income, Strategic Financial..., Energy Management, Account Management
Education
SUNY Polytechnic Institute 2000 — 2002
Bachelor's, Business
Paul Smith's College 1998 — 2000
Associates, Hospitality
Bank of New York Mellon Legal-AssociateMorgan StanleyJanuary 2000 - October 2007
Education
Pace University School of Law 2003 — 2007
JD, Law
Saint John's University 1997 — 1998
MA, International Relations/Political Science
Saint John's University 1993 — 1997
BA, Political Science
Garden City High School 1989 — 1993
NASDAQ OMX September 2012 - Present
Bank of New York Mellon December 2009 - September 2012
Ernst & Young 2003 - March 2011
Skills
Financial Analysis, Internal Controls, Financial Reporting, US GAAP, Financial Audits, Auditing, SEC filings, Sarbanes-Oxley Act, SEC Filings, Finance, Financial Accounting, Financial Modeling
Education
Pace University-Pleasantville/Briarcliff Campus 1999 — 2003
BS, Accounting
Bank of New York Mellon January 2002 - Present
Skills
Financial Reporting, Fund Accounting, Financial Analysis, Asset Management, Bloomberg, Hedge Funds, Financial Modeling, Accounting, Investments, Derivatives, Mutual Funds, Fixed Income, Securities, Alternative Investments
Education
Penn State University
BNY Mellon August 2011 - Present
Bank of New York Mellon May 2003 - August 2011
Citigroup - Tampa, Florida 2000 - 2002
PricewaterhouseCoopers 1990 - 1995
Skills
Financial Analysis, Financial Reporting, Banking, Investments, Fund Accounting, Risk Management, Fixed Income, Financial Services, Portfolio Management, Equities, Securities, Hedge Funds, Forecasting, Fund Administration, Business Analysis, Budgets, Management, Microsoft Excel, Strategic Planning, Account Reconciliation, Variance Analysis, Auditing, Microsoft Office, Accounting, Internal Controls, Financial Accounting, Derivatives, Finance, US GAAP, Analysis
Education
Oklahoma City University 1995 — 1997
MBA, Finance
Universidad Católica de Santiago de Guayaquil 1989 — 1995
Ingeniero Comercial, Business
Colegio Javier 1983 — 1989
JPMorgan Chase January 1997 - Present
Bank of New York Mellon April 1990 - January 1997
Education
Pace University - Lubin School of Business 1983 — 1987
MBA, Finance
Pace University - Lubin School of Business
BBA, Finance
Archbishop Molloy HS 1978 — 1982
SJA
Citadel LLC September 2014 - Present
William Blair & Company September 2013 - September 2014
William Blair and Company April 2010 - September 2013
Bank of America September 2006 - April 2010
Bank of New York Mellon October 2004 - September 2006
Institutional Derivative Consultants August 2002 - October 2004
Federal Reserve Bank of Chicago June 2000 - September 2000
Education
Northwestern University - Kellogg School of Management 2009 — 2013
MBA, Finance
Northwestern University 1997 — 2001
Bachelor of Arts, Economics
West Lafayette High School
West Lafayette High School
BNY Mellon August 2011 - Present
Bank of New York Mellon July 2006 - August 2011
State Street February 2004 - June 2004
Calyon Financial December 2002 - June 2003
Skills
Spanish, Bloomberg, Management, Financial Analysis, CRM, Data Analysis, Financial Modeling, Account Management, Risk Management, Access, Business Analysis, Microsoft Excel, Financial Services, Equities
Education
Northeastern University 2001 — 2006
Bachelor's, International Business, Spanish, Finance
Bank of New York Mellon 2008 - Present
Wachovia Securities 2003 - 2007
Prudential Securities 1993 - 2003
Skills
Product Control, Interest Rate..., Equities, Fixed Income, Foreign Exchange, Planning Budgeting &..., P & L Reporting
Education
Pace University - Lubin School of Business
BBA, Accounting
Prudential Financial November 2007 - Present
Bank of New York Mellon 2003 - 2007
Education
Pace University - Lubin School of Business 1992 — 1997
BS, ACCOUNTING
Quad-C Funding, LLC September 2011 - Present
M&T Bank March 1997 - September 2011
Bank of New York Mellon 1983 - 1997
Education
Pace University 1986 — 1990
MBA, Finance
State University of New York College at Cortland 1979 — 1983
BA, Business
RBC Capital Markets Treasury AnalystNew York LifeFebruary 2000 - June 2005
Banco di Sicilia 1996 - 2000
Bank of New York Mellon 1993 - 1995
Skills
Banking, Derivatives, Finance, Bloomberg, Fixed Income, Investments, Financial Modeling, Treasury, Financial Services, Portfolio Management, Financial Analysis, Investment Banking, Equities
Education
Pace University - Lubin School of Business 2000 — 2005
MBA, Finance
Seton Hall University 1990 — 1994
BS, Finance
Bank of New York Mellon VPMellon1980 - 2006
Skills
Financial Risk, Operational Risk, Financial Modeling, Risk Management, Market Risk, Valuation, Financial Analysis, Credit Risk, Financial Services
Education
Penn State University 1976 — 1980
BS, Finance
Wells Fargo Institutional Retirement and Trust September 2012 - Present
Wachovia/Wells Fargo 2001 - Present
Bank of New York Mellon April 2001 - January 2004
ADP 1997 - 2001
Mercer 1988 - 1997
Skills
Investments, Mutual Funds, Relationship Management, Financial Services, Wealth Management, Portfolio Management, 401k, Asset Allocation
Education
State University of New York at Albany 1984 — 1988
BS
Pace University - Lubin School of Business
MBA, Finance
IndexIQ Advisors LLC January 2015 - Present
Bank of New York Mellon March 2011 - January 2015
Bank of New York Mellon 2007 - March 2011
Artio Global Investors (formally Julius Baer Investment Management) 2005 - 2007
Legg Mason (formally Citigroup Asset Management) 2003 - 2005
Lazard Asset Management 2001 - 2003
Oppenheimer Capital August 1996 - June 1999
Skills
Equities, Hedge Funds, Fixed Income, Alternative Investments, Mutual Funds, Pricing Analysis, Expense Budget..., Securities Regulation, ETFs, Fund Accounting, Fund Administration, SEC filings, Trading, Due Diligence, Mergers, Investments, Securities, Asset Management, Bloomberg
Education
Pace University - Lubin School of Business 1992 — 1997
BBA, Accounting
Bank of New York Mellon May 1995 - Present
Citibank July 1994 - March 1995
Education
Pace University - Lubin School of Business 1999 — 2002
MBA, Finance
J.P. Morgan January 2014 - Present
Expaticore March 2011 - September 2013
Bank of New York Mellon June 2009 - April 2011
Datascope September 2007 - February 2009
J.H. Cohn LLP March 2004 - September 2007
Deutsche Bank 1990 - 2004
Skills
Financial Analysis, Payroll, Financial Accounting, General Ledger, CPA, QuickBooks, Forecasting, Revenue Recognition, Banking, Microsoft Excel, Governance, Payroll Taxes, Bookkeeping, Financial Risk, Financial Audits, Finance, Auditing, Internal Controls, Risk Management, Process Improvement, Sarbanes-Oxley Act, Accounting, Internal Audit, Financial Reporting
Education
Pace University - Lubin School of Business 1983 — 1986
BBA, Bachelor of Business Administration
Bank of New York Mellon May 2009 - Present
The Bank of New York Mellon January 2000 - January 2009
Bankers Trust March 1996 - December 1999
Idom, Inc November 1992 - February 1996
First American Bank 1986 - 1992
Societe Generale 1982 - 1984
Skills
Release Management, Software Project..., SDLC, Windows, HTML, User Acceptance Testing, C++, Business Analysis, SQL
Education
Otterbein University 1969 — 1972
BA, Speech-Theatre
XHS
ISC Associates LLC April 2002 - Present
Bank of New York Mellon June 2000 - February 2009
The Bank of New York Mellon June 2000 - February 2009
US Treasury Department September 1994 - June 2000
U.S. Customs Investigations, Washington DC January 1993 - September 1994
US Customs, Investigations, New York 1985 - 1990
Skills
Fraud, Training, Physical Security, AML, Private Investigations, Compliance Training, Bank Secrecy Act, Suspicious Activity..., Financial Services, KYC, OFAC, Operational Risk..., Financial Institutions, Government, Analysis, Surveillance, Intelligence Analysis, Strategic Planning, Corporate Governance, Credit, Financial Risk, Human Resources, Internal Investigations, Series 7, Security, Litigation Support, Auditing, Finance, Regulations, Criminal Investigations, Securities, Background Checks, Internal Audit, Risk Assessment, Investigation, Due Diligence, Loans, Process Improvement, USA PATRIOT Act, Capital Markets, Risk Management, Banking, Financial Analysis, Program Management, Intellectual Property, Investments, Hedge Funds, Equities, Asset Management, FINRA
Education
Niagara University
Bank of America August 2002 - Present
55 Liberty St Board 2002 - 2005
Bank of New York Mellon May 2000 - August 2002
Citadel Investment Group April 1998 - March 2000
JPMorgan February 1997 - April 1998
Summit Systems February 1996 - February 1997
Credit Suisse 1993 - 1996
Citadel Investment Group January 1992 - March 1993
IBM February 1986 - January 1992
Skills
Capital Markets, Risk Management, Trading, Risk, Fixed Income, Derivatives, Equity Derivatives, Options, Financial Modeling, Trading Systems, Credit Derivatives, Financial Risk, Equities, Interest Rate..., Swaps, Quantitative Finance, Prime Brokerage, Investment Banking, Hedge Funds, Market Risk, Middle Office, Market Data, Securities, Bloomberg, Financial Markets, FX Options, Bonds, Portfolio Management, Asset Managment, Credit Risk, Electronic Trading, Alternative Investments, Collateral Management, Counterparty Risk, Reference Data, Emerging Markets, Commodity, MBS, ABS, Operational Risk, Basel II, Back Office, Credit, Valuation, Dodd-Frank, Financial Services, CDS, Sybase, Structured Products, Economic Capital
Education
Northwestern University
MS, Electrical Engineering
Northwestern University - Kellogg School of Management 1990 — 1993
MBA, FInance
Trinity College-Hartford 1980 — 1984
BS Engineering
New York Life Insurance Company September 2014 - Present
HSBC January 2014 - July 2014
Citi July 2012 - May 2013
Federal Reserve Bank of New York March 2011 - June 2012
JPMorgan Chase November 2010 - February 2011
Bank of New York Mellon December 2009 - June 2010
CBA Group, Inc December 2006 - December 2009
Morgan Stanley June 2004 - August 2004
Skills
Business Objects, Microsoft Excel, Pivot Tables, VBA, Financial Reporting, Financial Modeling, Bloomberg, Relational Databases, CA Clarity, Data Analysis, Access, Financial Analysis, Summit, Vlookup, SQL, Capital Budgeting, Project Finance, Private Equity, Portfolio Management, Fixed Income, Derivatives, Business Analysis, Management, Valuation, Finance, Microsoft Office, Analysis
Education
Penn State University 2002 — 2006
BS, Actuarial Science
LawAllies Inc May 2007 - Present
Bank of New York Mellon January 2005 - April 2007
camo Technlogies 2004 - 2007
Educational records Bureau May 2004 - December 2005
Imageworks Technologies 2002 - 2005
Skills
Project Management, Consulting, Business Analysis
Education
Pace University 2002 — 2004
Masters, Computer Science
University of Mumbai 1995 — 1999
BE, Computer Science
BizAdminPro, LLC Executive ManagerBizAdminPro, LLCJanuary 2012 - Present
SKCG January 2005 - January 2006
Bank of NY-Stanwich Insurance Agency January 2004 - February 2005
Bank of New York Mellon 1997 - 2004
Oxford Health Plans 1994 - 1997
3B Graphics 1985 - 1994
Education
Pace University 1984 — 1986
Graphic Design
First Hawaiian Bank April 2015 - Present
First Hawaiian Bank August 2013 - April 2015
First Hawaiian Bank August 2011 - September 2013
Pacific Lutheran University May 2008 - January 2010
Bank of New York Mellon June 2008 - August 2008
Kauai Mediation Works June 2007 - August 2007
Shiramizu, Loo, and Nakamura LLD June 2006 - June 2006
Skills
Leadership, Financial Analysis, Data Analysis, Auditing
Education
Pacific Lutheran University 2005 — 2009
Finance and Economics
Army National Guard January 2012 - Present
Bank of New York Mellon March 2006 - Present
Army National Guard April 2006 - December 2011
Chase Manhattan Corporation October 2001 - March 2006
Max & Erma's September 1999 - March 2006
Bank One August 1998 - March 2001
Education
Ohio Dominican University 2004 — 2006
Masters, Business Administration
The Ohio State University 1992 — 2000
Bachelor of Science, Accounting
Norwalk High School 1988 — 1992
Colleg Prep, AP English, AP Calculus
Bank of New York Mellon August 1982 - Present
Skills
Regulatory Reporting, Basel II, Credit Risk, Regulatory Risk, Financial Reporting, Capital Markets, Risk Management, Regulations, Sarbanes-Oxley Act, Financial Services, Finance, Portfolio Management, Banking, Securities, Corporate Finance, Financial Risk, Fixed Income
Education
Saint John's University 1983 — 1986
MBA, Finance
Pace University - Lubin School of Business 1976 — 1981
BBA, Economics
The TJX Companies, Inc. June 2015 - Present
The TJX Companies, Inc. May 2014 - June 2015
TJX June 2013 - May 2014
State Street July 2010 - June 2012
Bank of New York Mellon October 2009 - December 2009
Consumers Interstate Corporation April 2008 - September 2008
Skills
Management, Analysis, Strategy, Retail, Social Media, Microsoft Office, Sales, Marketing, PowerPoint, Social Media Marketing, Customer Service, Data Analysis, Facebook
Education
Northeastern University 2007 — 2012
BSBA, Finance
Norwich Free Academy 2005 — 2007
Russell Investments July 2010 - Present
Bank of New York Mellon December 2004 - January 2009
Bank of New York Mellon December 2004 - January 2009
Mellon Analytical Solutions November 2001 - December 2004
Russell Investments January 1992 - January 2001
Skills
Informatica, Data Warehousing, DB2, Microsoft SQL Server, Perl, Unix, Production Support, Software Development..., Visio, SDLC, Oracle, ETL, Business Intelligence, SQL, Agile Methodologies, Databases, SSIS, Data Modeling
Education
Pacific Lutheran University
BA, Mathematics
Pacific Lutheran University
MBA, Business Administration
Bank of New York Mellon 2004 - Present
Bank of New York Mellon Shareowner Services 2004 - Present
Computershare January 2012 - August 2014
Paragaon Consulting December 1994 - January 2004
Education
Pace University 1966 — 1973
BBA, Accounting & Computer Science
Thales e-Security May 2013 - Present
Siemens Enterprise Communications May 2011 - May 2013
Bank of New York Mellon August 2008 - May 2011
Orlando Magic May 2007 - August 2007
Enterprise Rent-A-Car May 2006 - August 2006
Skills
Financial Analysis, Financial Reporting, Forecasting, Finance, Strategic Financial..., Mutual Funds, Microsoft Excel, Microsoft Office, SAP, Financial Statements, Business Process..., Business Planning, Microsoft Word, PowerPoint, Corporate Finance, Analysis, Accounting, Account Reconciliation, Management, Financial Planning
Education
Nova Southeastern University 2009 — 2011
MBA, Business Administration
University of Central Florida - College of Business Administration 2004 — 2008
BS, Business Management, Finance
Navisite March 2012 - Present
Bank of New York Mellon January 2009 - March 2012
InfoQuick Solutions February 2007 - January 2009
Safra National Bank of New York July 2004 - January 2007
Navisite July 2001 - July 2004
Fujitsu Software Corporation July 1997 - July 2001
ASI May 1996 - April 1997
Skills
C++, Java, J2EE, C#, VB.NET, SQL Server, SQL Oracle, PL/SQL, JavaScript Frameworks, C, MySQL, Microsoft Office, VBA, Eclipse, Web Development
Education
Onondaga Community College
Associate of Science (AS), Mathematics
SUNY IT Utica/Rome
Bachelor of Applied Science (BASc), Computer Science
Avanir Pharmaceuticals August 2014 - Present
Education Management Corporation August 2010 - August 2014
Bank of New York Mellon December 2006 - August 2010
Canon Business Solutions April 2006 - December 2006
Skills
Admissions, Recruiting, Higher Education, Sales, Leadership, Enrollment Management, Account Management, Staff Development, Marketing, Management, Pharmaceutical Sales, Neurological Disorders, Long-term Care, Medicare Part D, Territory Account..., Healthcare Consulting, Pharmacology, Neurology, Medicare/Medicaid..., Cold Calling, CampusVue, Career Counseling, Career Development, Retaining Customers, Customer Retention, Public Speaking, Strategic Planning, Leadership Development, Conflict Resolution, Team Building, Event Planning, Employee Training
Education
Penn State University 2001 — 2005
Bachelors of Science, Marketing/Management
Argosy University 2011 — 2012
Masters of Science in Business Administration, Management
Medical Knowledge Group February 2014 - Present
Synergy Interactive Solutions September 2013 - January 2014
Meredith Corporation -- Mobile Marketing February 2013 - August 2013
Inova Software April 2012 - January 2013
Sword Group -- FircoSoft August 2011 - March 2012
McGraw-Hill Financial -- Standard & Poor's -- Capital IQ August 2005 - July 2011
Bank of New York Mellon June 2004 - August 2005
Pace University October 2001 - May 2004
Skills
Business Analysis, SQL, Software Project..., SDLC, Risk Management, Requirements Analysis, Project Management, Databases, Business Intelligence, Agile Methodologies, XML, Data Warehousing, Data Analysis, ITIL, Integration, Microsoft Excel, Management, Android, Agile Project Management, Enterprise Software, SaaS, Scrum, Analytics
Education
Pace University 2001 — 2005
Bank of New York Mellon Vice President AML/KYCBank of New York Mellon$
Skills
Back Office, Equities, Investment Banking, Fixed Income, Risk Management, Mutual Funds, Portfolio Management, Financial Services, Asset Management, FX Options, Derivatives, Business Analysis, Trading, Investments, Banking, Middle Office, Capital Markets, Settlement, Bonds, Bloomberg, Hedge Funds, Corporate Actions, Series 7, Securities, Prime Brokerage, Alternative Investments, Options, Financial Markets, Wealth Management, Financial Risk
Education
Pace University
Bachelor of Business Administration (BBA), Finance
Resources Global Professionals January 2013 - Present
Bank of New York Mellon December 2010 - December 2011
JPMorgan Chase January 2005 - August 2009
State Street Bank July 2001 - April 2004
United Asset Management November 1999 - May 2001
John Hancock Financial Services October 1997 - October 1999
Chase Global Funds Services Company May 1992 - October 1997
Boston Company Asset Management May 1990 - May 1992
Skills
Finance, Account Reconciliation, Financial Services, Risk Management, Derivatives, Valuation, Corporate Actions, Investment Management, Back Office, Budgets, Banking, Financial Reporting, Fund Administration, Fund Accounting, Strategy, Financial Statements, Accounts Payable, Accounts Receivable, Bloomberg, Futures, Dividends, Analysis, Internal Controls, Portfolio Management
Education
Northeastern University 1984 — 1989
Bachelor of Science, Business Administration
Northeastern University 1984 — 1989
Bachelor's degree, Marketing/Marketing Management, General
BNY Mellon Wealth Management September 2013 - April 2015
McCarthy Consulting June 2012 - August 2013
Angelus Foundation March 2012 - July 2012
Lloyds TSB Private Banking July 2008 - November 2011
BNY Mellon 2006 - 2008
U.S. Trust Company 1996 - 2005
Bank of New York Mellon 1987 - 1996
Citibank 1983 - 1987
Skills
Strategy, Wealth Management, Wealth Management..., Wealth, Investments, Business Development, Management, Change Management, Asset Management, New Business Development, Private Banking, Portfolio Management, Entrepreneurship, Business Planning, Financial Services, Alternative Investments, Risk Management, High Net Worth..., Strategic Financial..., Strategic Planning, Business Strategy, Investment Strategies, Marketing Strategy, Relationship Management, Private Equity, Marketing, Asset Managment, Change Leadership, Strategy Development, Philanthropy
Education
University of Maryland College Park 1976 — 1979
BA, Government and Politics
St. Francis University 1975 — 1976
Pace University - Lubin School of Business
30 credits toward Masters Degree in Marketing
Nationwide Bank Corp October 2014 - April 2015
Hometown Urgent Care and Occupational Health June 2013 - August 2014
BNY Mellon October 2007 - August 2010
Bank of New York Mellon November 2003 - October 2007
Skills
Banking, Account Reconciliation, Microsoft Excel, Microsoft Office, Outlook, Accounting
Education
Ohio Dominican University
B.A., Business Administration, Spanish
Techknowledgey Solutions, Inc. November 2013 - Present
GreatGrow, Inc 2013 - 2013
Lockheed Martin Information Systems & Global Solutions Civil March 2012 - December 2012
The Guardian Life Insurance Company of America July 2011 - December 2011
Lockheed Martin Information Technology January 2011 - June 2011
Lockheed Martin Information Systems and Global Solutions 2011 - 2011
Bank of New York Mellon 1985 - 1992
Skills
Business Intelligence, SQL, Data Warehousing, SDLC, Microsoft SQL Server, Data Modeling, Business Analysis, Oracle, ETL, Database Design, Performance Tuning, Enterprise Architecture, Information Technology, Master Data Management, Integration, SOA, Data Integration, Erwin, Databases, Unix, Enterprise Software, DB2, OLAP, Data Governance
Education
City University of New York-Borough of Manhattan Community College 1978 — 1980
Associate of Arts and Sciences (AAS), Information Technology
Pace University
Business Administration and Management, General
Roche Bros. Supermarkets May 2015 - Present
Consulting November 2013 - April 2015
Roche Bros. Supermarkets-Temporary August 2012 - September 2013
Bank of New York Mellon February 2003 - January 2011
Investors Bank & Trust November 2001 - January 2003
Skills
Reconciliations, Accruals, Account Reconciliation, General Ledger, Financial Reporting, Inventory Management, Accounts Payable, Accounts Receivable, Documentation, Database Administration, Client Services, Claims, Customer Service, Training & Development, Banking, Billing, shipping & Receiving, Insurance Rating, Shareholder..., Sales, setups, Merchandising, Mutual Funds
Education
Columbus State Community College 1997 — 1998
Logistics, Materials, and Supply Chain Management
Ohio Wesleyan University 1977 — 1981
Bachelor's Degree, Political Science and Government
Norwood, MA One Stop Career Center
Career enhancing seminars
Bulgari January 2012 - Present
Bulgari April 2010 - December 2011
Bulgari October 2006 - March 2010
Bank of New York Mellon September 2005 - August 2006
Skills
Retail, SAP, Microsoft Excel, Forecasting, Budgets, Inventory Management
Education
Pace University - Lubin School of Business 2002 — 2006
BBA, Finance
Private NFP Boarding Middle School-The Rectory School 2009 - 2010
Private NFP Secondary Boarding School-Culver Academies 2005 - 2007
City of South Bend 2001 - 2005
Bank of New York Mellon 1995 - 1999
Education
Thunderbird School of Global Management 1973 — 1974
Masters of International, Business, Language, and culture
Ohio University 1970 — 1971
Masters of International Affairs, International Politics, Language, Culture
Tufts University 1966 — 1970
B. S., Biology
Public Consulting Group August 2012 - Present
Granite Telecommunications May 2011 - August 2012
Bank of New York Mellon 2007 - 2011
Fidelity Investments 2005 - 2007
Citizens Bank 2004 - 2005
McKesson Health Solutions 1998 - 2003
Sybase 1996 - 1998
Marshall & IIsley Corporation 1986 - 1996
Skills
Databases, Data Warehousing, Technical Support, SQL, Microsoft SQL Server, Database Administration, Data Modeling, ETL, Software Development
Education
Newbury College
Bachelor, Computer Science
CMF Partners 2007 - Present
Bank of New York Mellon 1998 - 2000
JP Morgan Chase 1987 - 1997
Skills
Business Strategy, Leadership Development
Education
Pace University
BA, International Management
Morgan Stanley Smith Barney January 1983 - February 2011
Dean Witter 1983 - 2001
Bank of New York Mellon March 1979 - December 1982
Bell Laboratories June 1973 - March 1979
Skills
Business Systems..., Team Management, 24x7 Production Support, data warehouse..., End User Training, change impact analysis, Change Management
Education
New York University - Polytechnic School of Engineering 1973 — 1975
MS, Operations Research
Pratt Institute 1968 — 1973
BS, Computer Science
Comcast May 2006 - Present
JPMorgan Chase February 1998 - December 2004
Bank of New York Mellon May 1990 - February 1998
Liz Claiborne 1989 - 1990
Skills
Performance Management, Onboarding, Employee Relations, Employee Engagement, Deferred Compensation, Workforce Planning, Process Improvement, Talent Acquisition, Interviews, Change Management, Training, Applicant Tracking..., HR Policies, Team Building, Human Resources, Sourcing, Organizational Design, HRIS, Talent Management, Employment Law, Hiring, Benefits Administration, Screening, Succession Planning, Personnel Management, Employee Handbooks, Labor Relations, ADP Payroll, Leadership Development, HR Consulting, Employee Training, Coaching, Compensation & Benefit, Temporary Placement, Employee Benefits, Internet Recruiting, Performance Appraisal, SAP HR, Payroll, Benefits Negotiation, Vendor Management, Career Development, PeopleSoft, College Recruiting, Call Centers, Employer Branding, New Hire Orientations, FMLA, Technical Recruiting, Job Descriptions
Education
Livingston High School
Penn State University
Bachelor's Degree, Marketing
Southlake Focus Group November 2013 - July 2014
Bank of America May 2013 - November 2013
Carlisle and Gallagher November 2011 - January 2013
JPMorgan Chase June 2001 - February 2011
Bank of New York Mellon July 1997 - June 2001
Chemical Bank / Chase Manhattan Bank December 1991 - July 1997
Skills
User Acceptance Testing, Building Relationships, Process Improvement, Financial Services, Banking, Business Analysis, Call Center, Vendor Management, Relationship Management, Team Leadership, Loans, Credit Cards, Business Process..., Finance, Customer Service, Management, Analysis, SDLC, Customer Satisfaction, Risk Management, Team Management, Financial Modeling, Project Planning, Leadership, Access, Call Centers, Internal Audit, Visio, CRM, Project Management, Training, Change Management, Cross-functional Team..., Financial Risk, Financial Analysis, Credit, Business Development, Mortgage Lending, Recruiting, Strategic Planning, Forecasting, Sales, Loan Servicing, Strategic Financial..., Insurance, Team Building, Retail Banking, Project Portfolio..., Portfolio Management, New Business Development
Education
Pace University - Lubin School of Business
BS, Business
Moody's Investors Service August 2014 - Present
Standard & Poor's August 2013 - July 2014
Bank of New York Mellon July 2011 - July 2013
Enterprise Rent-A-Car January 2011 - June 2011
Dive Into Cruising Inc. April 2010 - March 2011
Skills
Microsoft Office, Business Valuation, Direct Sales, Inside Sales, Financial Analysis, Finance, Product Development, Project Management, Negotiation, Sales, Accounting, Auditing, CRM, Management, Budgets, Banking, Marketing, Microsoft Excel, Microsoft Word, Portfolio Management, Risk Management, Structured Finance, Credit, Financial Modeling, Investments, Securities, Equities, Fixed Income
Education
Saint John's University 2012 — 2015
Master of Business Administration (MBA), Finance, General
Saint John's University 2005 — 2009
B.A., History/Finance
Penn State University 2004 — 2005
Business Administration
Stuyvesant High School 2000 — 2004
JLL November 2014 - Present
Jones Lang LaSalle December 2012 - Present
Bank of New York Mellon June 2007 - December 2012
Hill Holliday September 2001 - June 2007
Skills
Financial Modeling, Data Analysis, Asset Managment, Financial Services, Corporate Actions, Quantitative Analytics, Outlook, Microsoft Office, Budgets, Hedge Funds, Equities, Securities, Alternative Investments, Finance
Education
Northeastern University
Bachelor of Science (B.S.), Accounting and finance management
MACQUARIE CAPITAL (USA), INC. July 2013 - October 2013
Bank of New York Mellon 2003 - 2011
DRESDNER KLEINWORT WASSERSTEIN 1998 - 2002
Skills
Securities Lending, Bonds, Trading, Settlement, Equities, Fixed Income, corporate action, Account Reconciliation, DTC, Financial Services, Mutual Funds, Banking, Back Office, Bloomberg, Cash Management, Middle Office, Securities, Corporate Actions
Education
Pace University
B.B.A, Finance, in major 3.2
Berkeley Business College
. A.A.S. Business Administration, Accounting