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
The Harris Agency 2013 - Present
Children's Clinic June 2011 - Present
USC Alumni Club of Downtown Los Angeles July 2008 - December 2012
OneWest Bank October 2010 - April 2011
Bank of America October 2007 - July 2010
Spitfire Grill January 2010 - April 2010
Instant Software January 2010 - April 2010
Runaware January 2009 - April 2009
Bank of New York Mellon September 2005 - October 2007
Rubin Postaer and Associates 2003 - 2005
Skills
Budgets, Forecasting, Financial Analysis, Finance, Accounting, Risk Management, Corporate Finance, Cash Management, Business Process..., Marketing, Management, Marketing Strategy, Sales, Investments, Analysis, Insurance, Strategy, Social Networking, Social Media, Advertising, Leadership
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2011
Masters, Business
University of Southern California 1998 — 2003
B.S., Business
Aerosim Flight Academy January 2014 - Present
RedPeg Marketing February 2010 - December 2013
DEX Imaging September 2009 - February 2010
Robert Half Finance & Accounting 2007 - 2008
Johnson & Johnson 2005 - 2007
Bank of New York Mellon 2001 - 2005
Skills
New Business Development, Sales, Account Management, Cold Calling, Advertising, Email Marketing, Social Media Marketing, Salesforce.com, Marketing, Marketing Strategy, Online Advertising, Strategic Planning, Digital Marketing, Direct Marketing, Sales Operations, Lead Generation, Trade Shows, Direct Sales, Business Development, Social Media, Sales Presentations, Marketing Communications, Relationship Marketing, Event Management, Event Planning, Marketing Management, Brand Management, Product Marketing, Market Research, Mobile Marketing, CRM, Integrated Marketing, Brand Development, Online Marketing, Sponsorship
Education
Delta Connection Academy 2007 — 2009
Commercial Pilot License, Certified Flight Instructor, Aviation
Rollins College 1997 — 2001
Bachelor of Arts (BA), Economics
QSI NextGen Healthcare June 2014 - Present
Bank of New York Mellon October 2003 - August 2014
Skills
CSS, Information Architecture, Interaction Design, User Experience, User Interface, User Interface Design, User-centered Design, Visual Design, User Experience Design, Mobile Applications, Human Computer..., Logo Design, Mockups, Usability, Usability Testing
Education
New Jersey Institute of Technology 2002 — 2004
Master's degree, Computer Information Science
Rutgers University-New Brunswick 1995 — 2000
BA, Computer Information Science
ADP June 2014 - Present
ADP February 2011 - June 2014
Management Leadership for Tomorrow (MLT) January 2013 - December 2013
Cintas July 2010 - December 2010
Hyatt Regency Princeton December 2009 - May 2010
Doubletree Hotel Princeton August 2009 - October 2009
Colgate Palmolive September 2008 - February 2009
Bank of New York Mellon May 2008 - August 2008
TD Bank December 2006 - May 2008
Skills
Salesforce.com, Leadership, Sales, Strategy, Management, Marketing, Sales Process, New Business Development, Selling, B2B, PowerPoint, Customer Service, Time Management, Sales Presentations, Marketing Strategy, Social Media Marketing, Outlook, Customer Retention, Finance
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2017
Master of Business Administration (MBA), Finance, Strategy & Leadership, 3.8
Rutgers University-New Brunswick 2005 — 2009
Bachelor of Science, Marketing, Minor in Latino & Hispanic Caribbean Studies, 3.5
Lawrence High School 2001 — 2005
HKMP July 2011 - August 2012
Sheptoff, Reuber & Company, P.C. January 2011 - April 2011
Schain Leifer Guralnick July 2008 - August 2010
Holtz Rubenstein Reminick LLP August 2005 - June 2007
Bank of New York Mellon January 1996 - July 2002
Skills
Tax, Tax Preparation, Income Tax, Tax Returns, CPA, Trusts, Accounting, QuickBooks, Tax Accounting, State Tax, Financial Planners, Partnership Taxation, High Net Worth..., Corporate Tax, Tax Research, Financial Statements
Education
City University of New York-Queens College
Bachelor's degree, Accounting and Information Systems
Sumitomo Mitsui Banking Corporation November 2010 - Present
United Nations International Childrens Emergency Fund (UNICEF) August 2008 - November 2010
Bank of New York Mellon March 1997 - December 2007
Pershing, LLC March 1997 - November 2007
Kaden Arnone/HealthCare Design Systems 1995 - 1997
Johnson & Higgins (Foster Higgins) 1993 - 1995
Skills
Lotus Notes, Blackberry Enterprise..., Disaster Recovery, Lotus Domino, Blackberry, Technical Support, Switches, Management, Active Directory, Windows Server, VMware, ITIL, Citrix, Servers, Security, SharePoint, SDLC, Virtualization, Hardware
Education
Brick Computer Science Institute 1995 — 1995
CNE, Network
Rider University
Springfield College
Highmark September 2012 - Present
Highmark September 2011 - September 2012
Bank of New York Mellon June 2009 - September 2011
Skills
Account Reconciliation, Analysis, PeopleSoft, Accounting, Invoicing, Accounts Receivable, Financial Reporting, Insurance, Finance
Education
Point Park University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Robert Morris University 2005 — 2009
BS/BA, Finance
Bank of New York Mellon July 2008 - Present
Skills
Business Analysis, Risk Management, Financial Services, SDLC, Banking, Portfolio Management, Fixed Income, Equities, Financial Analysis, Derivatives, Project Management, Asset Management, Vendor Management, Process Improvement, PMO, Investments, Mutual Funds, Financial Modeling, Requirements Analysis, Securities
Education
Robert Morris University 1988 — 1991
Bachelor's degree, Finance, General
Bank of America/G4S August 2009 - Present
Bank of New York mellon 2015 - 2015
Merrill Lynch 1996 - 2009
Skills
Security Management, Security Audits, Physical Security, Corporate Security, Risk Assessment, Enforcement, Security, Private Investigations, Access Control, Surveillance, Protection, Security Operations, Crisis Management, Background Checks, Fraud, Investigation, Program Management, Risk Management, Project Management, Team Leadership, Business Continuity, Security Awareness, Operations Management, Counterterrorism, Vulnerability Assessment, Executive Protection, Asset Protection, CCTV, Criminal Investigations, Financial Risk, Information Security, Security Training, Emergency Management, Internal Investigations, Intrusion Detection, Intelligence, Leadership, Computer Forensics, Certerfied First...
Education
Rockland Community College 2000 — 2002
Associate of Science (A.S.), Business Administration and Management, General, a
BNY Mellon March 2014 - August 2014
BNY Mellon August 2011 - September 2013
BNY Mellon 2002 - 2011
Bank of New York Mellon 1997 - 2002
Bank of New York Mellon 1994 - 1997
G+G Retail, Inc. 1991 - 1994
Kensington 1990 - 1991
Deak International, NY, NY 1987 - 1990
Skills
Fund Accounting, Equities, Fixed Income, Securities, Account Reconciliation, Derivatives, Portfolio Management, Banking, Investments, Mutual Funds, Financial Services, Valuation, Internal Controls, Accounting, Auditing, Trading, Middle Office, Corporate Actions, Options, Investment Management, Bloomberg, Hedge Funds, Asset Management, Fund Administration, Back Office, Capital Markets, Cash Management, Alternative Investments, Bonds, Fund Of Funds, Investment Banking, Settlement, Financial Risk, FX Options, Swaps, Foreign Exchange, Financial Modeling, Risk Management, Financial Markets, Global Custody, Equity Derivatives, Financial Analysis, Trading Systems, Financial Reporting, Financial Statements, Financial Accounting
Education
Queens College 1982 — 1987
Bachelor of Arts, Major: Accounting
Holy Cross High School
Bank of New York Mellon December 2013 - Present
Skills
Management, CRM, Financial Risk, Banking, Service Delivery, Portfolio Management, Financial Services, Financial Analysis, Corporate Finance, Finance, Investments, Equities, Fixed Income, Credit, Asset Management, Mutual Funds, Capital Markets, Business Analysis, Financial Modeling, Negotiation, Customer Service
Education
Point Park University 2001 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
Robert Morris University 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Robert Morris University 1996 — 1999
Associate of Arts (A.A.), Business Administration and Management, General
University of Pittsburgh August 2011 - Present
Hamilton Telecommunications January 2015 - July 2015
Bank of New York Mellon October 2011 - January 2015
CCAC January 2013 - May 2013
Center for Hearing & Deaf Services, Inc. June 2011 - September 2011
BNY Mellon June 2011 - August 2011
Global Reach Out January 2008 - June 2008
Skills
Leadership, Microsoft Office, Access, American Sign Language, Teaching, Public Speaking, Data Analysis, Analysis, Social Media, Research, Customer Service, Critical Thinking, Data Entry, Event Planning, Educational Leadership, Training, Recruiting, Teamwork, Management, Time Management, Social Networking, Accounting, Marketing, Fundraising, Editing, Financial Analysis, FASTER Accounting..., Team Leadership, Finance, Budgets, Nonprofits, Outlook, English, Coaching, HTML, Oracle CRM, Asset Management, Capital Markets, Investments, Investment Banking, Mac, SEI CMM, Administration, Budgeting, Writing, Windows, Mentoring, Problem Solving
Education
Gallaudet University 2014 — 2015
Master’s Degree, Sign Language Education
Rochester Institute of Technology 2009 — 2011
Master's Degree, Multidisciplinary Studies
Danish Institute for Study Abroad 2009 — 2009
European Market & Trading Strategy
Rochester Institute of Technology 2005 — 2009
Bachelor's Degree, Business Administration
Bank of New York Mellon November 2014 - Present
Bank of New York Mellon April 1995 - Present
Mellon Bank 1995 - 2008
Mellon Bank 1995 - 2008
Mellon Bank 1995 - 2008
DPM Mellon 2006 - 2007
Skills
Global Custody, Hedge Funds, Fixed Income, Equities, Financial Services, Asset Management, Securities, Client Services, Derivatives, Financial Analysis, Investments, Mutual Funds, Portfolio Management, Risk Management, Alternative Investments, Banking, Bloomberg
Education
Point Park University
MBA, International Business
University of Pittsburgh
BS Business
Limbach Company May 2014 - Present
BNY Mellon May 2013 - May 2014
Bank of New York Mellon August 2011 - May 2013
PwC January 2011 - April 2011
Skills
Microsoft Excel, Account Reconciliation, Teamwork, Accounting, Financial Analysis, Auditing, Tax, Financial Reporting, Financial Statements, Credit Risk, Microsoft Office, Wealth Management, Cash Management, Financial Risk, Credit Analysis, Leadership, Project Management, Building Relationships, Treasury Management, Bookkeeping, Bank Reconciliation, Intercompany Accounts
Education
Robert Morris University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
The Newport Group February 2014 - Present
The Newport Group June 2010 - February 2014
Bank of New York Mellon May 2008 - June 2010
KMA Capital Partners February 2007 - February 2008
Education
Rollins College - Crummer Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of Central Florida 2003 — 2008
Bachelor’s Degree
Father Lopez
High School
J.P. Morgan, Cleared Derivative Technology April 2013 - Present
JP Morgan - Prime Brokerage and Equity Finance September 2010 - March 2013
Citigroup, Global Fixed Income Technology September 2008 - September 2010
Morgan Stanley, Prime Brokerage & Fund Services October 2004 - July 2008
Bank of New York Mellon August 2002 - October 2004
BEA Systems January 2001 - August 2002
Compuware August 1995 - January 2001
Skills
Software Project..., Program Management, Vendor Management, Business Analysis, Process Engineering, Quality Management, Trading Systems, Electronic Trading, Fixed Income, Equities, Prime Brokerage, STP, Fidessa, Summit, Calypso, Connectivity, Bloomberg, Capital Markets, Derivatives, Market Data
Education
The George Washington University - School of Business 2011 — 2011
Certificate, Project and Program Management
City University of New York-Queens College 1991 — 1995
Bachelor of Science, Computer Science, Mathematics
United Subcontractors, Inc. December 2010 - July 2011
RSG Masonry October 2009 - November 2010
Environmental Stoneworks October 2004 - July 2009
Durasol Systems, Inc. December 2002 - September 2004
Ingersoll Rand February 1996 - October 2002
Bank of New York Mellon June 1992 - January 1996
Skills
Account Management, New Business Development, Building Materials, Sales, Sales Management, Marketing Strategy, Budgets, Management, Negotiation, Contract Negotiation, Strategic Planning, Operations Management, Team Building, Leadership, Pricing, Construction, Marketing, Customer Satisfaction, Cold Calling, Contract Management, Direct Sales, Forecasting, Inventory Management, Key Account Management, Purchasing, Sales Operations, Sales Process, Selling, Business Planning, P&L, P&L Management, Sales Presentations, Business Development, Product Development, Competitive Analysis, Salesforce.com, CRM, Contractors, B2B, Manufacturing, Start-ups, Finance, Solution Selling, Business, Time Management, BBQ
Education
Dale Carnegie School 1995 — 1996
Sales & Public Speaking
Robert Morris University 1987 — 1992
BS, Finance & Mathematics
Rosenthal & Rosenthal April 2002 - Present
Bank of New York Mellon March 1982 - April 2002
gmac 1999 - 2002
Skills
Mergers, Treasury Management, Factoring, Financial Reporting, Credit Analysis, Commercial Lending, Asset Based Lending, Credit, Financial Analysis, Corporate Finance, Due Diligence, Banking, Commercial Banking, Restructuring, Trade Finance, Cash Flow, Credit Risk, Financial Risk, Portfolio Management, Funding, Financial Structuring, Finance, Structured Finance, Loans, Small Business Lending, Cash Management, Mergers & Acquisitions, Lines Of Credit, Financial Modeling, Commercial Finance, Underwriting, Middle Market, Accounting, Risk Management, Leveraged Finance, Cash Flow Lending, Valuation, Commercial Mortgages, Loan Origination, Working Capital...
Education
Queens College 1977 — 1981
BA, ACCOUNTING
Jack Schwartz Shoes, Inc. June 2010 - Present
SpecialTee Designs October 2009 - December 2009
Steuben Avenue: Milkshake August 2009 - December 2009
Jimlar December 2008 - August 2009
Bank of New York Mellon June 2007 - August 2007
Skills
Photoshop, Illustrator, Sketching, Microsoft Office, Hand Drafting, Drawing, Corel Draw, Product Development, Product Design, Industrial Design, Footwear, Athletic Footwear, Solidworks, Microsoft Excel, PowerPoint, PC, Mac, HTML, Pattern Construction, Tech Packs, Model Making, InDesign, Trend Researching, Final Cut Pro, Outlook Express, Design Strategy, Marker Rendering, Sketchbook Pro
Education
Pratt Institute 2005 — 2009
BID, Industrial Design
Allegheny Health Network January 2015 - Present
Allegheny Health Network formally known as WPAHS August 2011 - February 2015
WPAHS May 2010 - November 2011
Bank of New York Mellon March 2010 - May 2010
Skills
Windows, Help Desk Support, Windows 7, Windows Server, VMware, ITIL, IT Operations, Active Directory, Cisco Technologies, Firewalls, Networking
Education
Robert Morris University 2010 — 2013
Master of Science (MS), Business Intellegence, 3.41
Robert Morris University 2010 — 2013
Bachelor of Science (BS), Cyber Forensics/Information Security, 3.41
Pittsburgh Technical Institute 2007 — 2009
assiciates, computer forensics/network security
Pine-Richland 2000 — 2004
IBM September 2014 - Present
IBM January 2013 - August 2014
CITIC Securities May 2011 - July 2011
Bank of New York Mellon March 2011 - April 2011
Moody's Investors Service August 2010 - February 2011
Skills
Financial Analysis, Financial Modeling, Economics, DCF, Bloomberg, Quantitative Analytics, Microsoft Excel, Capital Markets, Investments, Business Valuation, Derivatives, Finance, Valuation, Capital IQ, Data Analysis, Corporate Finance, Financial Reporting, Equities, Investment Banking, Analysis, Bloomberg Terminal, Due Diligence, Equity Research, Leadership, Portfolio Management, Private Equity, Risk Management, VBA
Education
University of Rochester 2011 — 2012
Master of Science, Finance
Columbia University 2010 — 2011
China Young Development Program, Finance and Accounting
Renmin University of China 2007 — 2011
Bachelor, Economics
Franklin Templeton Investments November 2013 - Present
BNY Mellon August 2012 - November 2013
BNY Mellon US Financial Institutions, Asset Servicing August 2010 - August 2012
Bank of New York Mellon August 2006 - August 2010
Lowe's Home Centers August 2003 - August 2006
AFC Enterprises November 2000 - January 2003
Skills
Finance, Management, Trading, Financial Analysis, Portfolio Management, Process Improvement, Business Analysis, Securities, Financial Modeling, Derivatives, Client Services, Accounting, Billing, Excel, Visual Basic, Training & Development, Project Planning, Spanish, Financial Statements, Financial Transactions, Personal Finance, Financial Reporting, Financial Accounting, Mutual Funds, Investment Banking, Analytical Skills, Analysis, Trade Finance, Sales, Empowerment, Investor Relations, Microsoft Office, Security Management, Options Strategies, Index Options, Derivative Trading, Global Trade Management, Client Presentation, Trade Settlement, Problem Solving, Communication Skills, Customer Satisfaction, Trend Analysis, Client Service Oriented, PowerPoint, Securities Regulation, Scenario Analysis, Business Process..., Microsoft Excel, Settlement
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
Masters, Business Administration; Management, International Business
University of Central Florida - College of Business Administration
BSBA, Finance, Accounting
BNY Mellon June 2015 - Present
BNY Mellon December 2013 - Present
NAWMBA- Pittsburgh January 2012 - Present
BNY Mellon June 2010 - December 2013
Bank of New York Mellon May 2009 - June 2010
Bank of New York Mellon April 2007 - April 2009
Skills
Project Management, Program Development, Time Management, Data Analysis, Training, Leadership, Risk Management, Equities, Access, Management, CRM, Program Management, Vendor Management, Analysis, Process Improvement, Business Analysis, Banking, Financial Analysis, Strategy, Financial Services, Finance, Auditing
Education
Robert Morris University 2006 — 2008
MBA, Business
George Mason University - School of Business 2003 — 2005
B.S., Business
St. Francis University 2001 — 2003
B.S., Business
Constantin Control Associates January 2012 - Present
Bank of New York Mellon 2003 - 2009
Bank of New York Mellon 2001 - 2003
Bank of New York Mellon 1991 - 2001
Bank of New York Mellon 1989 - 1990
Bank of New York Mellon 1986 - 1989
Bank of New York Mellon 1980 - 1986
Education
College of Allegheny County 2009 — 2010
Respiratory Therapy, Respiratory Therapy
Robert Morris University
M.S., Business Administration (concentration in Management)
Slippery Rock University of Pennsylvania
B.S., Business Administration (Business, Economics)
Blackwater Capital Management, LLC December 2011 - Present
Bank of New York Mellon July 2008 - January 2010
DPM Mellon April 1999 - July 2008
Tricon U.S.A. May 1991 - May 1993
MidLantic National Bank April 1983 - May 1991
Skills
Hedge Funds, Fund Administration, Fund Accounting, Fixed Income, Equities, Securities, Derivatives, Fund Of Funds, Asset Management, Prime Brokerage, Private Equity, Capital Markets, Alternative Investments, Due Diligence, Mutual Funds, Middle Office, Bloomberg, FX Options, Portfolio Management, Financial Markets, Financial Services
Education
Rider University
BS, Finance
KnowledgePath Solutions Inc. August 2011 - Present
Euro RSCG Edge February 2011 - August 2011
Euro RSCG 4D July 1999 - February 2011
HSBC Securities July 1998 - July 1999
SIAC March 1995 - April 1998
Borders November 1988 - March 1995
Bank of New York Mellon November 1987 - November 1988
JP Morgan Chase January 1986 - November 1988
Skills
Agile Methodologies, XML, AJAX, jQuery, Java, Web Development, JavaScript, Web Services, Java Enterprise Edition, Software Development, CRM, Integration, Unix, Oracle, Websphere, E-commerce, Enterprise Software, Tomcat, SDLC, JSP, REST, Web Applications, Subversion, Microsoft SQL Server, WebSphere
Education
Queens College 1981 — 1986
BA, Computer Science; Mathematics
Cadaret Grant January 2013 - Present
Bank of New York Mellon August 2003 - March 2007
Skills
Series 7, Mutual Funds, Series 6
Education
Rochester Institute of Technology 1983 — 1987
BS, Business Administration
Bank of New York Mellon June 2009 - August 2009
Bank of New York Mellon June 2008 - August 2008
Citigroup Global Markets Inc June 2006 - August 2007
Education
Rochester Institute of Technology 2005 — 2009
Bachelor of Science, Business Managment
Atos October 2012 - Present
The McGraw-Hill Companies January 2011 - September 2012
A.Wallach and Associates, LLC. January 2009 - February 2011
Enterprise Solution Providers August 2008 - December 2008
Bank of New York Mellon June 2001 - August 2008
Pretzel Logic, Inc. January 2000 - February 2001
Merrill Lynch 1987 - 2001
ADP - Brokerage Services 1984 - 1987
TradeCenter Inc 1984 - 1985
Skills
ITIL, Disaster Recovery, Mergers, Process Engineering, PMP, Project Management, Change Management, Operations Management, Risk Management, Program Management, Integration, Vendor Management, IT Strategy, IT Management, SDLC, Management, Data Center, Project Portfolio..., MS Project, Troubleshooting, IT Service Management, SharePoint, CRM, Strategy, Leadership, Software Documentation, Team Leadership, Telecommunications, PMO
Education
Queens College 1977 — 1982
QMA LLC September 2013 - Present
Bank of New York Mellon September 2010 - September 2013
Raymond James May 2009 - August 2009
Skills
Hedge Funds, Financial Analysis, Analysis, Mutual Funds, Portfolio Management, Securities, Investments, Equities, Asset Allocation, Asset Management
Education
Penn State University 2006 — 2010
B.S., Finance, Law, History
Rutgers University School of Law - Newark
J.D. Candidate
Lord, Abbett & Co. LLC August 2013 - Present
Bank of New York Mellon January 2011 - August 2013
Viacom September 2010 - December 2010
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Planning Budgeting &..., Financial Reporting, Visual Basic, Project Planning, PowerPoint, Accounting, Hedge Funds, Data Analysis, Financial Forecasting, Business Analysis, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Master of Business Administration (MBA), Strategy, Corporate Finance, Entrepreneurship & Innovation
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics, Psychology
Citibank Private Bank July 2013 - Present
Citi December 2010 - May 2013
JPMorgan Chase September 2008 - December 2010
Bank of New York Mellon June 2001 - May 2008
Citi 1993 - 2001
Citi 1990 - 1993
Skills
Retail Banking, Portfolio Management, Equities, Fixed Income, Derivatives, Global Custody, Credit Risk, FX Options, Securities, Risk Management, Bloomberg, Commercial Lending, Capital Markets, Wealth Management, Fund Administration, Banking
Education
Queens College
BA, Communications Arts Sciences
St Francis Prep.
High School
Bank of New York Mellon December 2011 - Present
Hill House Association January 1993 - July 2011
Skills
IT Strategy, Information Management, Requirements Gathering, SDLC, Business Process..., Risk Management, SQL, Software Documentation, Software Development, Databases, Business Requirements, Analysis, Project Planning, Management
Education
Robert Morris University 2012 — 2014
Masters, Organizational Leadership
Robert Morris University 2009 — 2011
Masters, Information Systems Management
Robert Morris University 2007 — 2009
Bachelors, Professional Communication & Information Systems
Bank of New York Mellon February 2008 - Present
E*TRADE Financial March 2003 - December 2007
Crown Castle, Inc. September 2000 - March 2003
FedEx Ground May 1995 - September 2000
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Essbase, Corporate Finance, Sarbanes-Oxley Act, Variance Analysis, Hyperion Enterprise, Investments, Finance, Portfolio Management, Financial Services
Education
Robert Morris University 1994 — 1996
Master of Business Administration (M.B.A.)
Washington and Jefferson College 1984 — 1987
Bachelor of Arts (B.A.), Mathematics
Fidelity Investments March 2013 - April 2014
American Red Cross Of Greater New York December 2011 - December 2012
The Bank Of Tokyo-Mitsubishi August 2011 - October 2011
PineBridge Investments November 2010 - March 2011
ASSURANT, INC. March 2009 - September 2009
Bank of New York Mellon September 2006 - February 2009
Toyota Motors North America Headquarters January 2006 - August 2006
Skills
Citrix, XP, Outlook, VPN, PC Anywhere, Windows Vista, Bloomberg, Active Directory, Lotus Notes, Disaster Recovery, Vendor Management
Education
Pratt Institute 1988 — 1992
Bachelors, Architecture
PNC June 2014 - Present
Bank of New York Mellon May 2011 - March 2014
UPMC March 2007 - December 2010
West Penn Allegheny Health System May 2000 - March 2007
Allied Van Lines - Werner Donaldson Moving Inc. May 1995 - April 2000
William J. Green & Associates January 1994 - April 1995
Skills
Financial Reporting, Budgets, Accounting, Forecasting, Analysis, Finance, General Ledger, Microsoft Excel, Accounts Receivable, Account Reconciliation, Healthcare Financial..., Banking Financial..., Cognos, Oracle PeopleSoft, Variance Analysis, Management
Education
Robert Morris University
MS, Finance
Pennsylvania State University-Erie Campus
BS, Accounting
YWCA/Child Care Information Services August 2009 - Present
Stoner Trading April 2009 - Present
CareerLink 2010 - 2010
Bank of New York Mellon December 2008 - April 2009
National City Bank July 2007 - February 2008
National City Bank July 2007 - January 2008
Education
Robert Morris University
Business Management/IT Project Management
University of Pittsburgh
Attempting BSBA, Finance
DePaul/Mellon Financial June 2007 - Present
Bank of New York Mellon 2007 - Present
BNY Mellon 2007 - Present
ProLogic, Inc. October 2004 - June 2007
Alliance for Infants and Toddlers, Inc. 1997 - 2000
Skills
SharePoint, SQL, SDLC, Disaster Recovery, Budgets, Business Analysis, Visio, Windows Server, Analysis, Banking, Management, MS Project, Software Project..., Vendor Management, PMO, Business Continuity, Risk Management, Requirements Analysis, PMP, Project Management, Data Center, Business Requirements, IT Management, Team Leadership, Financial Services, Team Building, IT Strategy, Portfolio Management, Requirements Gathering, Change Management, ITIL, Program Management, Project Portfolio..., Information Technology, Process Improvement, Asset Management, Integration, Project Planning, Enterprise Architecture, Project Delivery, VMware, Cross-functional Team..., Software Documentation, Business Process, Business Process..., Active Directory, Business Intelligence, Equities, Governance, Leadership
Education
Robert Morris University 2006 — 2011
Master of Science, IT Project Management
Bank of New York Mellon April 2003 - Present
Skills
Fund Accounting, Mutual Funds, Equities, Securities, Financial Analysis
Education
Queens College
Bachelor’s Degree, Economics
JPMorgan Chase & Co. 2015 - Present
Invesco US 2013 - 2015
EY September 2012 - November 2013
Bank of New York Mellon May 2011 - August 2011
Rothstein Kass June 2011 - June 2011
UBS September 2010 - May 2011
Skills
HTML, JavaScript, Bloomberg Terminal, Financial Statement..., RIA, Microsoft Excel, Private Equity, Sarbanes-Oxley, GAAP, Financial Reporting, Auditing, Financial Services, PowerPoint, Microsoft Word, Access
Education
Rutgers Graduate Business School 2012 — 2013
MS, Financial Accountancy
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2012
BS, Accounting
Dr. Ronald E. McNair Academic High School 2004 — 2008
Highmark Inc. June 2015 - Present
BNY Mellon January 2012 - June 2015
Bank of New York Mellon June 2010 - January 2012
UPMC February 2007 - June 2010
invivodata 2005 - 2007
Skills
Process Improvement, Sarbanes-Oxley, Data Analysis, CISA, Internal Controls, Business Analysis, SDLC, Sarbanes-Oxley Act, IT Audit, Microsoft SQL Server, Analysis, Financial Analysis, Internal Audit, Risk Management, Microsoft Excel, Access Lists, Information Security, Management, IT Service Management, Vendor Management
Education
Robert Morris University 2008 — 2011
Master of Science, Competitive Intelligence Systems
St. Francis University 2001 — 2005
Bachelor, Management Information Systems
ERT July 2015 - Present
ERT July 2014 - July 2015
ERT July 2013 - July 2014
invivodata (now ERT) January 2012 - July 2013
invivodata (now ERT) September 2011 - January 2012
invivodata (now ERT) September 2010 - September 2011
McCutcheon Enterprises, Inc. 2008 - 2010
Bank of New York Mellon 2009 - 2009
Ontar Corporation 2004 - 2007
Skills
Clinical Trials, Salesforce.com, Training, Project Management, Process Improvement, Pharmaceutical Industry, Public Speaking, Data Analysis, CRO, Leadership, Recruiting, Healthcare, Sales Operations, Software Documentation, Biotechnology, Clinical Development, GCP, Program Management, Clinical Research
Education
Penn State University
BS
The University of Oklahoma
Masters
PayPal February 2015 - Present
PayPal January 2013 - February 2015
PayPal November 2011 - January 2013
WHERE, LLC July 2011 - November 2011
IAC/CityGrid Media July 2010 - June 2011
Bank of New York Mellon May 2010 - July 2010
Northwestern Mutual May 2008 - April 2010
Skills
Digital Marketing, Mobile Advertising, Account Management, Leadership, Team Management, Mobile Payments, Online Advertising, Strategic Partnerships, Sales, Salesforce.com, Networking, Analysis, Digital Strategy, Email Marketing, Affiliate Marketing, Brand Advertising
Education
Roger Williams University 2005 — 2009
Finance
PNC September 2011 - Present
Bank of New York Mellon October 2008 - September 2011
BNY Mellon 2008 - September 2011
Air Methods October 2007 - June 2008
CJ Systems Aviation Group May 1981 - September 2007
Skills
Project Portfolio..., Agile Project Management, Certified Scrum Master..., Team Management, Program Management, Software Design, SDLC, Requirements Analysis, Software Project..., PMO, Requirements Gathering, Agile Methodologies, Scrum, PMP, Vendor Management, Business Analysis
Education
Point Park University 1984 — 1985
Non-graduate, Computer Science
ICM School of Business 1977 — 1979
Associates, Computer Science
Villanova University
PMP, Certified Project Management Professional
Success Investment Realty January 2012 - Present
Bank of New York Mellon November 2007 - October 2012
Charles Schwab & Company March 2007 - November 2007
Casino Parties Inc June 2001 - March 2007
Skills
Financial Analysis, Strategic Planning, Valuation, Financial Modeling, Investments, Financial Reporting, Real Estate, Finance, Equities, Portfolio Management, Strategic Financial..., Due Diligence, Asset Management, Bloomberg, Corporate Finance
Education
Rollins College - Crummer Graduate School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance, General
University of Central Florida 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
PNC April 2013 - Present
BNY Mellon June 2009 - April 2013
Bank of New York Mellon June 2009 - October 2012
BNY Mellon May 2009 - May 2011
Dollar Bank April 2008 - May 2009
Sherpa Software July 2007 - April 2008
University of Pittsburgh 2004 - 2007
Skills
Project Management, Training, Public Speaking, Microsoft Excel, Social Media Marketing, Microsoft Word, Data Analysis, Customer Service, Microsoft Office, Marketing, Event Planning, Negotiation, Financial Analysis, Time Management, Banking, Process Improvement, Management, Leadership, Coaching, Program Management, Budgets
Education
Point Park University 2009 — 2011
Masters, Organizational Leadership
University of Pittsburgh 2003 — 2007
Bachelor of Science in Business Administration, Marketing
University of Pittsburgh 2003 — 2007
B.A., Communications and Rhetoric
Jazzercise, Inc. September 2014 - Present
US Steel November 2013 - March 2015
KAIR Inc. March 2011 - November 2013
Advance Sourcing Concepts, LLC October 2009 - July 2010
Bank of New York Mellon June 1999 - September 2009
PNC Bank 1989 - 1999
Skills
Recruiting, Team Building, Talent Acquisition, Sourcing, Marketing, Applicant Tracking..., Business Development, Leadership, HR Consulting
Education
Point Park University 1995 — 2000
BS, Business
DTCC October 2011 - Present
Bank of New York Mellon November 2005 - April 2010
Morgan Stanley DW April 2005 - November 2005
TD Waterhouse January 2000 - April 2005
Fidelity Investments April 1999 - December 1999
Fidelity Investments January 1991 - April 1999
Fidelity Invstments July 1989 - January 1991
Fidelity Investments March 1986 - July 1989
Skills
Corporate Actions, Securities, Mergers, DTC, Dividends
Education
Queens College
Bachelor of Arts
Moody's Corporation December 2013 - Present
Bank of New York Mellon March 2007 - December 2013
Misys GMS September 2004 - March 2007
Misys Banking Systems 2004 - 2007
Lockheed (Johnson Space Center June 1996 - February 2000
Skills
Delivery Management, Vendor Relationship..., High Speed Data..., Project Management, Team Leadership, FX Options, Banking, HTML, C#, ASP.NET, Microsoft SQL Server, SEO, JavaScript
Education
Rice University 1994 — 1998
Bachelor’s Degree
Computershare January 2012 - Present
BNY Mellon 1999 - Present
Bank of New York Mellon 1999 - December 2011
Prudential Insurance February 1998 - July 1999
Merrill Lynch August 1995 - January 1998
Education
Rutgers University-New Brunswick 1989 — 1994
Yes, Mathematica
SS&C Technologies December 2014 - Present
FactSet May 2014 - November 2014
Bloomberg 2010 - 2013
Bloomberg 2001 - 2010
Bank of New York Mellon January 2001 - April 2001
Bank of New York Mellon 2000 - 2001
Merrill Lynch Asset Management 1998 - 2000
Skills
Bloomberg, Equities, Mutual Funds, Equity Research, Financial Markets, Hedge Funds, Investments, Investment Banking, Emerging Markets, Asset Management, Finance, Windows, Cross-functional Team..., Bloomberg Terminal, Creative Writing, Public Speaking, Creating and Producing..., small business..., Direct Sales, Small Business, Management, Financial Analysis, Financial Services
Education
Rider University
Bachelor's degree, Business Administration/Accounting
BNY Mellon October 2011 - Present
BNY Mellon February 2011 - October 2011
Bank of New York Mellon June 2008 - February 2011
Washington and Jefferson College September 2007 - May 2008
Washington & Jefferson College August 2005 - May 2008
Septimanie Export June 2007 - July 2007
Steelers July 2004 - August 2006
Staffmark June 2006 - July 2006
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Marketing, Social Media, Data Analysis, Access, Customer Service, Outlook, Event Planning, Higher Education, Community Outreach, Fundraising, Event Management, Leadership, Public Relations, Project Management, Program Management
Education
Point Park University 2009 — 2011
MBA, International Business
Washington and Jefferson College 2004 — 2008
Bachelor of Arts, International Business (Concentration language: French)
IDRAC Montpellier 2006 — 2006
European Marketing Management
BNY Mellon July 2011 - Present
Bank of New York Mellon October 2004 - April 2010
SIAC 2004 - 2004
JPMorgan Chase 1986 - 2002
Education
Queens College
Avon September 1997 - Present
Bank of New York Mellon June 2011 - July 2012
Bank of New York Mellon January 2005 - February 2010
Mellon Financial January 1985 - March 2004
Skills
Project Management, MS Office Suite, MS Powerpoint, SharePoint, Mac, COBOL, MS Outlook, Analysis, Management, Project Planning, Outlook, Customer Service, Microsoft Office, Business Analysis, PowerPoint
Education
Penn State University 1982 — 1984
Associates, Computer Science
Elizabeth Forward High School 1979 — 1982
HS Diploma
Bank of New York Mellon October 1986 - Present
Skills
Process Improvement, Vendor Management
Education
Berkeley College 2011 — 2012
Paralegal Certification
Queens College 1979 — 1983
Bachelor's degree, English Language and Literature/Letters
Chiesa Shahinian & Giantomasi PC September 2015 - Present
Superior Court of New Jersey August 2014 - August 2015
Wyndham Worldwide September 2012 - May 2013
Wyndham Worldwide May 2012 - August 2012
Justice Virginia Long at the New Jersey Supreme Court January 2012 - April 2012
The Honorable Novalyn L. Winfield, United States Bankruptcy Court April 2011 - August 2011
Bank of New York Mellon November 2009 - August 2010
Frank Crystal & Company September 2008 - June 2009
Skills
Legal Research, Legal Writing, Corporate Governance, Corporate Law, Contractual Agreements, Social Media, Finance, Compliance, Securities
Education
Rutgers University School of Law - Camden 2011 — 2013
J.D.
Villanova University 2004 — 2008
B.S., Finance and International Business
IT & Financial Services LLC April 2009 - Present
Citi April 2009 - Present
Longtop International September 2006 - January 2010
Bank of New York Mellon 2008 - 2009
Business Objects 2006 - 2009
JPMC August 2003 - May 2006
Siemens Medical Solutions December 2001 - May 2003
Medscape June 2000 - November 2001
Nokia Siemens Networks January 1999 - May 2000
Skills
SOA, Agile Methodologies, Java Enterprise Edition, Spring, PL/SQL, Business Intelligence, Hibernate, ETL, AJAX, Requirements Analysis, SOAP, Integration, Business Objects, REST, Websphere
Education
RMIT University 1997 — 1998
MS
Sri Krishnadevaraya University 1992 — 1996
Bachelors
The Bank of New York Mellon July 2010 - Present
Bank of New York Mellon March 2008 - July 2010
BNY Mellon May 2006 - March 2008
Mellon Bank May 2005 - April 2006
BNY Mellon August 2000 - May 2005
Skills
Banking, Management, Financial Services, Lockbox, Relationship Management, Risk Management, Client Services, Portfolio Management, Vendor Management, Cash Management, Payments
Education
Robert Morris University 2007 — 2010
BS, Organizational Studies
Bank of New York Mellon November 2008 - Present
Loeb Partners February 2008 - June 2008
Prudential Equity Group December 1989 - August 2007
prudential 1987 - 2007
Skills
Securities, Equities, Bloomberg, Fixed Income, Series 7, Series 63, Options, ETFs, Credit Derivatives, Hedge Funds, Trading Systems, Alternative Investments, Equity Trading, FINRA
Education
Rowan University 1981 — 1987
Middletown 1978 — 1981
Bank of New York Mellon September 2012 - Present
University of Virginia Medical Center May 2005 - September 2012
TSYS 2003 - 2005
Copperweld Corporation 1998 - 2003
Applied Communications, Inc. 1996 - 1998
PNC Bank 1993 - 1995
Tandem Computers 1986 - 1993
Education
Carlow University 1998 — 2001
B.S., Information Management
Point Park University
Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation 2009 - Present
Bank of New York Mellon March 2008 - Present
Pershing LLC/Bank of New York 2008 - Present
Pershing Technology Group 1998 - Present
Cadient Group 2006 - 2007
Pershing LLC 1998 - 2006
Pershing / Bank of New York 1998 - 2006
Education
Rowan University 1989 — 1994
Jobvite August 2015 - Present
Comply360 January 2013 - Present
CashEdge September 2012 - January 2013
ITPMG June 2011 - August 2012
Walmart.com September 2010 - June 2011
Symantec May 2010 - August 2010
Bank of New York Mellon February 2009 - July 2009
Alcatel Lucent / UPMC September 2008 - January 2009
Kennametal November 2007 - June 2008
Thermo Fisher Scientific November 2006 - May 2007
Skills
Project Portfolio..., Six Sigma, IT Service Management, Technical Training, Technical Management, Technical Architecture, Network Security, Security Management, Security Audits, CISA, ITIL, Technology Management, Servers, Cloud Computing, Enterprise Architecture, Security, Data Center, Software Documentation, Disaster Recovery, Integration, Operations Management
Education
Point Park University 2002 — 2012
Information Technology Management & Business
University of Pittsburgh 2009 — 2011
BS, Business
Microsoft Certified Training 1999 — 2007
MCSE, Security, Communications, Systems
Cisco Training 2002 — 2002
CCNA, Certified Cisco Network Associate
Microsoft Certified Training 2001 — 2001
MCDBA, Database Design and Management
PNC November 2013 - Present
PNC June 2012 - November 2013
PNC Bank August 2008 - June 2012
Bank of New York Mellon April 2008 - August 2008
PNC Bank January 2006 - April 2008
PNC Bank May 2004 - January 2006
Fiserv 1999 - 2004
Skills
User Acceptance Testing, Lotus Notes, Documentation, Testing, Requirements Analysis, Quality Assurance, Requirements Gathering, Visio, Business Requirements, Software Documentation, Quality Center, Project Planning, Project Management, SDLC, Business Analysis, SharePoint, Management, Software Development
Education
Robert Morris University 2002 — 2003
Master of Science, Information Systems Management
Robert Morris University 1998 — 2001
Bachelor of Science, Computer Information Systems
Schneider Downs March 2011 - Present
Bank of New York Mellon January 2005 - October 2008
Bank of New York Mellon 1993 - 2004
Education
Robert Morris University
Brookfield Operations & Management Services 2006 - December 2010
Bank of New York Mellon 2005 - October 2006
AIG 1996 - 2002
Skills
Securities, Fixed Income, Asset Managment, Bloomberg, Derivatives, Equities, Portfolio Management, Options, Asset Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1995 — 1999
BS, Marketing
3 Dimensional Wealth Advisory February 2014 - Present
Diefendorf Capital Planning Associates April 2011 - Present
Stifel Nicolaus December 2005 - October 2007
Legg Mason June 1999 - December 2005
Bank of New York Mellon December 1998 - June 1999
Jefferies & Company May 1995 - December 1998
Skills
Trading, Compliance, Portfolio Management, Personnel Management, Investments, Proprietary Trading, Series 7, Securities, Equities, Hedge Funds, Fixed Income, Alternative Investments, Mutual Funds, Capital Markets, Asset Managment, Wealth Management, Investment Advisory, Trading Systems, Risk Management, Retirement Planning, FINRA, Financial Risk, Financial Services, Asset Allocation, Wealth, Asset Management
Education
Randolph-Macon College 1989 — 1993
BA, Political Science
North Shore High School 1985 — 1989
FedEx Services January 2012 - Present
Bank of New York Mellon June 2010 - January 2012
Schneider Downs & Co September 2007 - June 2010
Ernst & Young LLP November 2004 - September 2007
Ernst & Young LLP November 2000 - November 2004
Oncology Nursing Society May 1999 - November 2000
Carnegie Science Center 1995 - 1999
Skills
Visio, Business Process, Risk Management, Sarbanes-Oxley Act, Auditing, Banking, Internal Audit, Software Documentation, Internal Controls, IT Audit
Education
Robert Morris University 2012 — 2015
Master's degree, Organizational Leadership
Robert Morris University 2001 — 2003
Masters, Internet Information Systems
Thiel College 1995 — 1999
Bachelor of Arts, Managment Information Systems and Business Administration
Federated Investors, Inc. January 2013 - Present
Federated Investors, Inc. March 2011 - January 2013
Federated Investors, Inc. June 2008 - March 2011
Federated Investors, Inc. December 2007 - June 2008
Bank of New York Mellon August 2006 - November 2007
Skills
Bloomberg, Financial Analysis, Investments, Mutual Funds, Equities, Fixed Income, Valuation, Alternative Investments, Asset Allocation
Education
Robert Morris University 2000 — 2004
Bachelor of Science (BS), Finance
Bank of New York Mellon Senior AssociateCynatek1995 - 2005
Education
Pennsylvania State University-Penn State Beaver
Volunteer English Program August 2011 - Present
Food Export USA Northeast January 2009 - January 2010
Bank of New York Mellon September 1990 - July 2007
Bank One September 1982 - September 1990
National City Bank September 1979 - September 1982
MBank 1982 - 1982
Skills
Leadership
Education
Purdue University
Spanish Education
School for International Training
MA, ESL/Bilingual Education
The University of Texas at Austin
MA, Latin American Studies
Bank of America April 2008 - Present
Bank of New York Mellon July 1981 - July 2007
JPMorgan Chase 1981 - 2006
Skills
Banking
Education
Richland Community College 1981 — 1984
Bank of New York Mellon
Skills
SQL, Strategic Planning, SDLC, Project Management, Business Analysis, Public Speaking, Requirements Gathering, Business Requirements, Integration, Research, Requirements Analysis, Management
Education
Purdue University 1984 — 1989
BNY Mellon 2007 - Present
Bank of New York Mellon April 1999 - Present
Citizens Bank 2002 - 2007
Skills
Windows 7, Technical Support, Disaster Recovery, SharePoint, Networking, Network Administration, Windows XP, XP, System Deployment, Microsoft Exchange, Windows Server, Active Directory, Integration, Servers, Citrix, IT Management, Windows, Customer Service, VMware, Vendor Management, Web Design, Security, Group Policy, Hardware, WordPress, CSS, Photoshop, Computer Security, Information Security, Graphic Design, Virtualization, Virus Removal
Education
Robert Morris University 1986 — 1991
BNY Mellon August 2009 - Present
Bank of New York Mellon January 2007 - Present
PNC Investments 1997 - 2007
Skills
AML, Management
Education
Robert Morris University 1978 — 2002
BSBA, Accounting
Bank of New York Mellon Sr. Project ManagerBNY Mellon1999 - Present
Bank of New York Mellon 1999 - 2009
Federated Investors October 1990 - October 1999
Skills
Project Management, Business Analysis
Education
Robert Morris University 1988 — 1990
West Mifflin North High School 1976 — 1983
Diploma
Bank of New York Mellon December 2008 - Present
National Steel Corporation 1982 - 1992
Skills
SDLC, Security, Business Analysis, SQL, Access, Analysis, Risk Management, Software Documentation, RACF, Disaster Recovery, BMC Remedy, Budgets
Education
Point Park University 1981 — 1990
BNY Mellon May 2011 - Present
Bank of New York Mellon April 2010 - June 2011
Verizon August 2008 - November 2010
PRC October 2004 - August 2008
AT&T February 1997 - October 2004
Skills
Instructional Design, E-Learning, Program Management, Process Improvement, Call Centers, Training Delivery, Customer Satisfaction, Needs Analysis, Learning Management, Onboarding, Call Center, Requirements Analysis, Leadership, Organizational..., Customer Relations, PowerPoint, Technical Training, Blended Learning, Technical Writing, Problem Solving, Staff Development, Curriculum Development, Supervisory Skills, Articulate Storyline, Customer Service
Education
Quincy College
Certificate, Business Leadership Skills
Mellon Capital Management April 2014 - Present
The Bank of New York Mellon March 2012 - Present
The Bank of New York Mellon March 2010 - March 2012
Wilshire Private Markets Group September 2008 - March 2010
Bank of New York Mellon March 2003 - March 2008
Mellon Capital Management 1999 - 2003
The Bank of New York 1997 - 1999
The Bank of New York 1991 - 1997
Skills
Financial Services, Mutual Funds, Business Development, Sales Management, Management, Equities, Outsourcing, Investments, Strategic Planning, Leadership, Valuation, Relationship Management, Hedge Funds, Investment Management, Selling, Fixed Income, Sales, Product Development, Alternative Investments, Banking, Private Equity
Education
Robert Morris University
Bachelor of Science, Business Management
Massachusetts Pension Reserves Investment Board September 2013 - Present
Liberty Mutual Asset Management October 2012 - September 2013
Bank of New York Mellon May 2006 - December 2012
Skills
Accounting, Microsoft Excel, Account Reconciliation, Access, General Ledger, Financial Accounting, Financial Statements, Fund Accounting, Mutual Funds, Fixed Income, GAAP, Hedge Funds, Portfolio Management, Cash Flow, US GAAP, Securities, Bloomberg, Finance, Outlook, Training, Process Improvement, Equities, Internal Controls, Microsoft Office, Management, Team Leadership, Asset Management, Settlement, Cash, Pivot Tables, Fund Administration, Cash Management, Corporate Actions, Global Custody, Valuation, Bank Reconciliation, Securities Lending, Accruals, Middle Office, Ad Hoc Reporting
Education
Quinnipiac University 2002 — 2006
Bachelor, Finance, Accounting
Quinnipiac University - School of Business 2002 — 2006
Bachelor Degree, Finance
SDL plc October 2014 - Present
SDL Tridion January 2011 - October 2014
Autonomy Interwoven 2009 - February 2011
Interwoven September 2007 - April 2009
IBM/FileNet December 2000 - September 2007
Bank of New York Mellon October 1995 - December 2000
Skills
Enterprise Architecture, Enterprise Software, Budgets, CRM, Content Management, Web Content Management, Partner Management, E-commerce, Agile Project Management, Enterprise Content..., Professional Services, SaaS, Consulting, Management, Strategy, Cloud Computing, Agile Methodologies, Project Management
Education
Point Park University 1983 — 1987
BS, Computer science
Point Park University 1982 — 1986
BSBA, Computer Science
BNY Mellon Managing Director PN4P SalesBNY Mellon Bank2004 - Present
Bank of New York Mellon 1983 - Present
Education
Penn State University 1973 — 1976
BNY Mellon August 2014 - Present
Bank of New York Mellon August 2010 - August 2014
YouthWorks, Inc. October 2009 - August 2010
Bayer Center for Nonprofit Management at Robert Morris university August 2005 - October 2009
Skills
Lotus Notes, Non-profits
Education
Robert Morris University
M.S., Organizational Studies
Robert Morris University
Bachelor of Science (B.S.), Management
Self - Employed October 2009 - Present
Bank of New York Mellon September 2008 - November 2009
Spyglas Entertainment, LLC May 2007 - August 2007
Education
The Tuck School of Business at Dartmouth 2008 — 2008
Tuck Business Bridge Program
Pitzer College 2005 — 2008
Bachelor of Arts, English, Media Studies
Boehringer Ingelheim February 2013 - Present
Boehringer Ingelheim November 2007 - February 2013
Boehringer Ingelheim October 2006 - February 2013
Bank of New York Mellon January 1989 - April 1996
Skills
Configuration Management, Change Control, Computer System..., Validation, Management, Process Improvement, ITIL, Software Documentation, Cross-functional Team..., Change Management, Vendor Management, Data Management, Project Management, Quality Assurance, IT Management
Education
Rockland Community College
MetLife June 2014 - Present
BNY Mellon September 2000 - May 2014
Bank of New York Mellon September 2000 - May 2014
Pershing, a BNY Mellon company 2001 - 2006
Merrill Lynch June 1995 - September 2000
Goldman Sachs June 1992 - May 1995
Skills
Compliance, Messaging, Mergers, IT Strategy, Program Management, IT Governance, IT Management, Collaboration, Social Media, Risk Management, Project Portfolio..., Management, Portfolio Management, Mergers & Acquisitions, Mobile Devices, Enterprise Architecture, Project Management, SharePoint, Outsourcing, Vendor Management, Technical Support, Disaster Recovery, Strategic Planning, Team Leadership, Governance, Product Management, Contract Negotiation, Telecommunications, ITIL, Information Security, Executive Management, Project Delivery, Budgets, Infrastructure, Troubleshooting, Information Technology, CRM, Team Management, Information Security..., Change Management, Business Process..., Project Planning, Leadership, Finance, Business Continuity, Asset Management, Enterprise Software, Financial Services, Process Improvement, Resource Management
Education
Roger Williams University 1988 — 1992
BS, Computer Information Systems / Finance
National Oilwell Varco August 2014 - Present
R.G. Brewton, Inc April 2012 - July 2014
Bank of New York Mellon September 2009 - April 2012
BNY Mellon March 2008 - September 2009
Danzer Services, Inc. January 1999 - June 2007
Calgon Corporation October 1996 - January 1999
Skills
Windows Server, Networking, Servers, Infrastructure, SDLC, SharePoint, IT Management, Disaster Recovery, Project Management, Vendor Management, MS Project, Lotus Domino, Security, VPN, Information Technology, Active Directory
Education
Point Park University 2007 — 2009
Business Administration
Robert Morris University 1990 — 1994
Management Information Systems
Bank of New York Mellon 2008 - Present
Morgan Stanley Investment Management August 1990 - January 2008
Skills
Financial Reporting, Accounting, Mutual Funds, Asset Management, Management Consulting, Emerging Markets, Asset Managment, Entrepreneurship, Financial Modeling, Financial Services, Private Equity, Hedge Funds, Equities, Investments, Fixed Income, Alternative Investments, Bloomberg, Investment Banking, Portfolio Management
Education
Regent University 2004 — 2007
EMBA, Managerial General
ISM
Regent University
Master of Divinity, Practical Theology/Ministerial Leadership
Saint John's University
BS.C, Business Administration
Saint John's University
Carpenter Insurance January 2010 - Present
Bank of New York Mellon February 2007 - December 2009
Bank of Ireland 2004 - 2007
Education
Rollins College - Crummer Graduate School of Business 2006 — 2008
Masters, Business Administration
Bank of New York Mellon June 2011 - Present
Bank of New York Mellon May 2005 - June 2011
SEI Investments January 2004 - May 2005
Hope Worldwide November 2000 - July 2003
Skills
Risk Management, Financial Analysis, Trade Inputting..., Securities Pricing, Reporting Procedures, Organizational..., Federal & State..., Hedge Fund Accounting, Reconciliation Processes, Currency Reconciliations, Trade Settlement..., Year-End Audits, Events Coordination, International Business, SOX Requirements, SEC Financial Reporting, GAAP, Microsoft Excel, Microsoft Word, Microsoft Outlook, LAMP Enterprise Software, Blackbaud Fund..., QuickBooks Professional, SunGard InvestOne, Research, Bloomberg, Event Planning, Account Reconciliation, Outlook, Strategic Planning
Education
Philadelphia University
Bachelor’s Degree, Bachelor of Science - Finance, International Business
Bank of New York Mellon September 2001 - Present
JPMorgan Chase June 1998 - September 2001
Mitchell Hutchins Asset Management, Inc. November 1996 - June 1998
Tabb, Conigliaro & McGann, P.C. September 1995 - November 1996
Skills
Asset Management
Education
Queens College 1991 — 1996
B.A.
BNY Mellon March 2010 - Present
Bank of New York Mellon 2010 - 2011
Harvard School of Public Health February 2009 - March 2010
Nuventive, LLC March 2004 - February 2009
Nuventive January 2000 - March 2004
Skills
Microsoft SQL Server, Oracle, Databases, SDLC, Software Development, Database Design, ETL, SQL, T-SQL, Performance Tuning, PL/SQL, Requirements Gathering
Education
Robert Morris University 2000 — 2001
MS, Information Systems Management
Robert Morris University 1993 — 1997
BS, Computer information Systems
Exeter Area High School 1988 — 1992
University of Pittsburgh April 2013 - Present
Upper St. Clair School District July 2009 - November 2013
Belcan TechServices October 2008 - April 2013
Bank of New York Mellon June 2007 - August 2007
Skills
Cold Calling, Marketing
Education
Penn State University 2004 — 2008
B.S. Marketing, International Business
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Marketing
MetLife June 2015 - Present
Project Management Institute - NYC Chapter September 2010 - Present
Credit Suisse April 2012 - December 2014
SUNY Levin Institute January 2012 - April 2012
Bank of New York Mellon 1996 - 2009
Citibank 1982 - 1996
Skills
Software Project..., IT Management, IT Service Management, Certified Scrum Master..., MS Project, Infrastructure Projects, Technical Writing, Requirements Gathering, Technology Strategy, Managing Employees, Blogging, Client Engagement, Project Delivery, technology management, Program Management, Risk Management, Project Planning, Mentoring, Process Improvement, Agile Project Management, Communication, Project Management, IT Strategy, ITIL, Software Development, Business Process, Management, PMP, Information Technology, SDLC, Business Process..., Technology Management, Change Management, Service Delivery, Agile Methodologies, Business Analysis, Visio, Scrum, Data Center, PMO, Vendor Management, Disaster Recovery, Governance, Infrastructure, Stakeholder Management, Requirements Analysis, Cross-functional Team..., Mainframe, Cloud Computing
Education
Queens College
BA, Math
Stuyvesant High School
University of Rochester - Simon Business School
MS in Bus Ad, Systems Analysis
Saint Joseph Prepatory June 2014 - Present
Massachusetts Charter School Athletic Organization 2013 - Present
Matignon High 2013 - 2014
JP Morgan Chase February 2010 - 2013
Bank of New York Mellon Trust Company, NA October 2007 - January 2009
Bank of New York Trust Company of Illinois October 2007 - January 2009
Bank of New York Mellon November 1992 - 2009
Skills
Equities, Fixed Income, Securities, Relationship Management, Mutual Funds, Alternative Investments, Hedge Funds, Investments, Global Custody, Financial Services, Cash Management, Asset Management, Business Strategy, Portfolio Management, Investment Banking, Derivatives, Capital Markets
Education
Providence College 1982 — 1986
BS, Finance
Dom Savio 1978 — 1982
MarkitSERV December 2009 - Present
Deutsche Bank May 2003 - January 2009
Credit Suisse First Boston August 2002 - April 2003
Bank of New York Mellon May 2001 - August 2001
Skills
Financial Analytical &..., Leading & Teaming with..., Multi-Taskable, Detail-Oriented, Highly Organized, Proactive, Resourceful, Problem Solver, Results Driven, Able to Work in Fast..., Microsoft Office, Windows 95/98/ME/XP, Adobe, Bloomberg, Lotus Notes, Trade & Risk Management..., Web Based Systems -..., Trade Capture Systems –..., Acct Setup &..., Amendment Request..., Fails Management..., MarkitWire Administrator, Case Management System..., Broker Mappings System..., Reporting System - MIS, Electronic Platforms -..., Research, Trading Systems, Salesforce.com, Fast-paced, Derivatives, Equity Derivatives, Trading, Request, Summit, Result Oriented, Rates, Swaps, Interest Rate..., Fixed Income, Middle Office, Back Office, Financial Services, Portfolio Management, Risk Management, Financial Risk, Banking, Valuation
Education
Rutgers University-New Brunswick 1998 — 2002
BA, Economics
Howard University 2011 - Present
Robert Half Legal December 2011 - June 2012
Bank of New York Mellon October 2008 - June 2011
Merrill Lynch January 2008 - October 2008
Skills
Strategic Planning, Bloomberg, Equities, Data Analysis, Fixed Income
Education
Princeton University 2001 — 2005
BA, Ecology & Evolutionary Biology
SIX Financial Information USA, Inc. March 2009 - Present
Bank of New York Mellon 2001 - 2008
Skills
Equities, Derivatives, Fixed Income, Market Data
Education
Queens College 1998 — 2001
B.A., Computer Science, Music
Snow Capital Management L.P. December 2009 - Present
Bank of New York Mellon September 1980 - December 2009
Mellon 1980 - 2009
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1979 — 1980
MBA, Finance
Penn State University
Bachelor of Science (BS), Business/Managerial Economics
Comcast February 2012 - August 2012
CenturyLink October 2011 - January 2012
Ball Aerospace August 2010 - May 2011
Thomson Reuters May 2006 - September 2009
ADP March 2006 - May 2006
Bank of New York Mellon August 2004 - November 2005
SWIFT September 2003 - June 2004
Micromuse February 1997 - August 2002
Captial Access June 1997 - May 2000
JP Morgan Chase May 1996 - February 1997
Skills
Unix, Solaris, Perl, Linux, PL/SQL, SQL, C
Education
Purdue University
BSEE, Electrical Engineering, Computer Science, Math
Bank of New York Mellon May 1997 - Present
Education
Robert Morris University 1995 — 1997
Bachelors, Accounting
BNY Mellon April 2013 - Present
Bank of New York Mellon January 2012 - March 2014
Skills
Project Management, Process Improvement, Securities, Business Analysis, Financial Services, Strategic Planning, Bloomberg, Fixed Income, Asset Management, Corporate Actions, Mutual Funds, Derivatives, Middle Office, Fund Accounting, Back Office, Risk Management, Banking
Education
Robert Morris University 2002 — 2004
MBA, Business / Technology
Wheeling Jesuit University 1988 — 1992
BS, Accounting
Gari Family Office December 2012 - Present
Bank of New York Mellon October 2004 - December 2012
JP Morgan Asset Management 1995 - 2004
Skills
Equity Research Analysis, Quantitative Investment..., Stock Picking
Education
University of Dayton
Master of Business Administration (M.B.A.)
Penn State University
Bachelor of Science (B.S.), Finance
Chartered Financial Analyst charter holder
Grane Healthcare November 2009 - Present
Bank of New York Mellon August 2009 - November 2009
FirstEnergy Corp. June 2008 - May 2009
FedEx Ground July 2007 - June 2008
Education
Robert Morris University 2012 — 2014
Bachelor of Science (B.S.), Cyber Forensics & Information Security
Pittsburgh Technical Institute 2005 — 2007
Associates, Information Technology
Dick's Sporting Goods April 2010 - Present
Federated Investors April 2008 - April 2010
Bank of New York Mellon February 2005 - April 2008
University of Pittsburgh January 1979 - October 2003
Skills
Disaster Recovery, Visio, Access, Software Documentation, Troubleshooting, Computer Hardware, Windows, Unix, Active Directory, Tidal Enterprise..., BMC Remedy, IBM Tivoli, SCOM, NetQoS, IBM iSeries, IBM AIX, MVS, AS400 Administration, JES2, NetBackup, z/OS, OS/390, HP Service Center, IOF, JCL, CA7, HP Openview, Outlook, Microsoft Excel, Microsoft Word, Internet Explorer, VMS
Education
University of Pittsburgh 2002 — 2004
18 Credit Certificate, Information System Design
University of Pittsburgh 1981 — 2003
99 Credits, Computer Science
Computer Tech 1978 — 1978
Diploma, Applied Business Programming
Pennsylvania State University-Erie Campus 1975 — 1977
Associate Degree, 2 Year Business Administration
The Bank of New York Mellon July 2013 - Present
Bank of New York Mellon April 2008 - July 2013
North Fork Bank February 2002 - February 2004
Skills
Banking, Financial Analysis, Accounting, Cash Management, Account Reconciliation, Finance, Financial Reporting, Credit, Access, Microsoft Excel, Financial Services, Bloomberg
Education
Queens College 1996 — 2001
BS, Accounting
BNY Mellon Treasury Services January 2015 - Present
BNY Mellon 2014 - Present
Bank of New York Mellon October 2006 - Present
Skills
B2B, Banking, Treasury Management, Treasury Services, Financial Services, Business Analysis, ACH, Payments, Electronic Payments, Cash Management, Relationship Management, Credit Cards, Internet Banking, Commercial Banking, Payment Systems
Education
Robert Morris University
Business Administration and Management, General
Bank of New York Mellon January 2012 - Present
Staffmark June 2011 - January 2012
AccountStaff Inc. April 2011 - May 2011
Aflac November 2010 - March 2011
Act-1 February 2010 - April 2010
U.S. Postal Service2008-2009 August 2008 - April 2009
Creative Financial Staffing (CFS) June 2008 - July 2008
Kforce, Inc. October 2007 - November 2007
Jackson Hewitt January 2007 - March 2007
Williams Lea (formerly Uniscribe Professional Services, Inc July 2002 - September 2006
Skills
Accounts Receivable, Spreadsheets, Accounting, Account Reconciliation, Customer Service, Accounts Payable, Software Documentation, Microsoft Excel, Payroll, QuickBooks, Invoicing, Insurance, Process Improvement, Sales, Time Management, Public Speaking
Education
Pittsburgh Technical Institute 2004 — 2005
Certificate, Computerized accounting
Bradford School 1997 — 1998
Certificate, Computer applications
Penn State University 1989 — 1994
Bachelor of Science, Business Logistics
Gehret Properties LLC January 2013 - Present
Gehret Investments LLC May 2009 - Present
Bank of New York Mellon May 2008 - August 2008
Education
Rollins College 2005 — 2009
BA, Economics
Bank of New York Mellon
Skills
Banking, Microsoft Office, Microsoft Excel, Outlook, Asset Management, Financial Services, Customer Service, Financial Analysis, Risk Management, Accounting, Business Analysis
Education
Rochester Institute of Technology 1994 — 1999
Bachelor's degree, Hotel, Motel, and Restaurant Management
MIBS, Inc. April 2009 - Present
Keystone Compliance April 2009 - Present
Huntington National Bank August 2004 - April 2009
FirstMerit Bank 2003 - 2004
PNC Bank January 1998 - January 2003
Bank of New York Mellon January 1995 - January 1998
Skills
CRM, Management, Mergers & Acquisitions, Finance, Financial Analysis, Marketing, Sales, Portfolio Management, Banking, Training, Budgets, Strategic Planning, Business Development, Small Business, Strategic Thinking, Analytics, Electronics, Six Sigma, Team Building, Selling Skills, Credit, Lead Generation, Product Development, New Business Development, Analysis, Testing, Customer Service, Executive Management, Economic Development, Loans, Strategic Partnerships, Cross-functional Team..., Business Strategy, Microsoft Excel, Marketing Strategy, Marketing Communications, Start-ups, Negotiation, Business Planning, Strategy, Entrepreneurship, Marketing Management, Competitive Analysis, Management Consulting, Product Management, P&L Management, Customer Satisfaction, Human Resources, Leadership, Product Marketing
Education
Robert Morris University 1997 — 1998
Masters of Science, Finance
Robert Morris University 1991 — 1995
Bachelor of Science, Finance
Mars High School
Bank of New York Mellon 2007 - Present
FOR Consulting Group 2004 - 2007
Logic International Consulting 2001 - 2004
National Healthcare Resources 1999 - 2001
THI - Financial Software and Consultancy 1995 - 1999
Union Bank of Switzerland 1993 - 1995
Bankers Trust 1989 - 1993
Skills
Derivatives, Capital Markets, Fixed Income, Equities, SDLC, Financial Services, Bloomberg, Hedge Funds, Bonds, Analysis, Equity Derivatives, Structured Products, Trading, Portfolio Management, Risk Management
Education
Queens College
Bachelor's Degree, Mathematics & Computer Science
Bank of New York Mellon March 1990 - Present
U.S Army Reserve February 1981 - July 2012
Charley Brothers Company (subsidiary of Super Valu) September 1986 - March 1990
Skills
Software Installation, IBM Mainframe, Analysis, Program Management, Omegamon, Access, MVS, Operating Systems, Business Continuity, Team Leadership, OS/390, Assembler, COBOL, Mainframe, Syncsort
Education
Robert Morris University 2004 — 2008
MS - Internet Information Systems, Internet Information Systems
Robert Morris University 1996 — 1999
MSBA - Computer Information Systems, Computer Programming and Information Systems Management
Robert Morris University 1980 — 1984
BSBA, Business Information Systems / Computer Programming
Morgan Stanley September 2014 - Present
UBS February 2012 - August 2014
UBS Wealth Management February 2010 - January 2012
UBS January 2007 - January 2010
Bank of New York Mellon December 2005 - January 2007
Merck May 2005 - December 2005
Ortho Biotech April 2001 - September 2002
Radix July 2000 - April 2001
Skills
Hedge Funds, Alternative Investments, Equities, Bloomberg, Back Office, Fund Of Funds, Capital Markets, Derivatives, Wealth Management, Investments, Investment Management, Investment Advisory, Managed Futures, Investment Strategies, Financial Markets, FINRA, Structured Products
Education
Rider University 2001 — 2004
Bachelor of Science in Business Administration, Finance
BNY Mellon January 2010 - Present
Bank of New York Mellon December 2007 - December 2009
Education
Robert Morris University
BA, Finance
Citco Fund Services January 2015 - Present
Citco Fund Services March 2013 - December 2014
HSBC Securities 2004 - September 2012
Bank of New York Mellon 2001 - 2004
Morgan Stanley 1999 - 2001
Skills
Fund Administration, Hedge Funds, Fund Accounting, Fund Of Funds, Bloomberg, Alternative Investments, Securities, Mutual Funds, Fixed Income, AML, Derivatives, Equities, Corporate Actions, Valuation, Back Office, Advent, Account Reconciliation, Accounting
Education
Queens College 1995 — 1999
Bachelor of Arts in Accounting & Information Systems
AMERICAN INDONESIAN CHAMBER OF COMMERCE January 2010 - Present
Bank Indonesia May 2007 - August 2007
Bank of New York Mellon August 2006 - May 2007
SMITH BARNEY February 2005 - July 2005
Merrill Lynch March 2001 - June 2001
Skills
Economics, Portfolio Management, Banking, Investments, Program Management
Education
The New School 2007 — 2010
Economics, Economics
Queens College 2002 — 2006
Economics, Economics
THE NEW SCHOOL FOR SOCIAL RESEARCH
Master of Science (MS); Bachelors of Arts, Economics; Economics (Honors) & Business Liberal Arts
Tata Consultancy Services November 2013 - Present
Tata Consultancy Services - TCS November 2010 - Present
Tata Consutancy Services November 2010 - Present
Tata Consultancy Services - Citibank NA November 2010 - April 2013
Bank of New York Mellon 2006 - 2009
Bank of New York 1988 - 2006
Irving Trust Company 1975 - 1988
Skills
Banking, Vendor Management, IT Management, Mergers, Program Management, Outsourcing, Management Consulting, Software Project..., PMP, Project Management, •Treasury Systems, Integration, PMO, Strategy, SDLC, Disaster Recovery, Project Planning, Leadership, Management, Software Development, Business Analysis, Business Process, Data Warehousing, IT Strategy, Consulting, Business Intelligence, Business Process..., Project Portfolio..., Information Technology, Project Delivery, Portfolio Management, Enterprise Architecture, Governance, Requirements Analysis, IT Service Management, Mergers, Mergers & Acquisitions
Education
Queens College 1974 — 1984
BA, Accounting and Information Systems
Stuyvesant High School 1970 — 1974
Regents Diploma, Math and Science
Bank of New York Mellon June 1999 - Present
Skills
Unix, SDLC, Visio, SQL, Business Analysis, Disaster Recovery
Education
Robert Morris University
BS, Business Information System
Pittsburgh Young Professionals October 2010 - Present
Mellon Capital Management February 2010 - Present
Bank of New York Mellon August 2009 - February 2010
FedEx Corp August 2008 - July 2009
Pennsylvania College of Technology June 2007 - August 2008
Pennsylvania College of Technology 2007 - 2008
Skills
Computer Repair, Technical Writing, Technical Documentation, Internet Troubleshooting, Customer Service, Customer Satisfaction, Wireless Networking, Network Security, Computer Maintenance, Outlook, Computer Hardware, XP, VMware, Program Evaluation, Microsoft Exchange, Active Directory..., Windows 7 Migration, Lotus Notes, Deductive Reasoning, Remote Troubleshooting
Education
Pennsylvania College of Technology 2003 — 2008
BS, Information Technology Security Specialist
Albert Gallatin Senior High 1999 — 2003
Bank of New York Mellon May 2008 - Present
Feldstein Grinberg Stein & McKee October 1995 - May 2008
Buchanan Ingersoll & Rooney PC 1987 - 1993
Skills
Legal Management, Business Recovery..., Information Security..., Access Control, Business Analysis, Accounting, Records Management, Compliance Training
Education
Penn State University
Bachelor of Science (BS), Accounting
Pershing October 2000 - Present
Bank of New York Mellon June 1993 - January 1996
Skills
Back Office, Settlement, Account Reconciliation, Risk Management, Banking, Finance, Customer Service, AML, Process Improvement
Education
Queensborough Community College 1989 — 1994
Saint John's University 1988 — 1989
Accounting, Accounting
BNY Mellon 2014 - Present
The Bank of New York Mellon June 2009 - 2014
Bank of New York Mellon January 2008 - June 2009
Mellon Financial January 2003 - January 2008
Mellon Financial November 1999 - January 2003
Skills
Financial Services, Access, Securities, Risk Management, Microsoft Word, Relationship Management, Asset Management, Lotus Notes, Data Conversion, Data Analysis, Account Reconciliation, Outlook, Business Analysis, Client Service Oriented, Conflict Resolution, System upgrade..., Time Management, Workbench Client..., Microsoft Excel
Education
Penn State University 2012 — 2012
Certification in Labor Studies and Employment Relations, Employment Relations and Human Resources
Penn State University 2007 — 2011
BS, Organizational Leadership
Penn State University 2007 — 2011
Minor, Psychology
Penn State University 2007 — 2011
Minor, Sociology
Chantilly High School 1990 — 1994
Advanced Studies Diploma
Bank of New York Mellon February 1986 - Present
Skills
Competitive Analysis, Product Marketing, Trading Systems, Business Requirements, Requirements Gathering, Requirements Analysis, Analytics, Risk Management, Vendor Management
Education
Robert Morris University 1992 — 1997
BSBM, Finance, General
Slippery Rock University of Pennsylvania
Commonwealth Financial Network April 2008 - Present
Bank of New York Mellon July 2006 - April 2008
American Income Life August 2005 - February 2006
Skills
Fixed Annuities, Retirement Planning, Insurance, Variable Annuities, Annuities, Equity Indexed Annuities, Long Term Care, Mutual Funds, Series 6, Pensions, Series 63, FINRA, Investments, Retirement, Securities, Financial Planning, General Insurance, Disability Insurance, Assurance
Education
Roger Williams University 2001 — 2005
B.A., Marketing
U.S. Bank November 2013 - Present
Bank of New York Mellon April 2007 - November 2013
BNY Mellon February 2010 - April 2011
BNY Mellon February 2007 - February 2010
JPMorgan Chase June 2000 - February 2007
American Heart Association American Stroke Association October 1997 - August 1998
Skills
Securities, CDO, Fixed Income
Education
Rice University 1998 — 2000
Master of Business Administration (MBA), Finance, General
The University of Texas at Arlington 1992 — 1995
Bachelor's degree, Accounting
Verisk Analytics March 2014 - Present
The Hartford 2012 - Present
Bank of New York Mellon 2006 - 2012
Harris Direct 2005 - 2006
Wall Street Access May 2004 - August 2004
Skills
Series 7, Mutual Funds, Risk Management, Fixed Income, Investments, Series 63, Equities, Finance, Asset Managment, Strategic Financial..., Financial Analysis, Relationship Management, Financial Services, Securities, Portfolio Management, Derivatives, Wealth Management, Trading, Asset Allocation, Retirement, Mortgage Lending, Six Sigma
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2012
MBA, Risk Management
Purdue University 1999 — 2004
BS, Sales Management
Villanova University
Six Sigma Green Belt
Bank of New York Mellon June 2007 - May 2014
Skills
Banking, Financial Services, Accounting, Financial Modeling, Financial Analysis, Finance, Investments, Financial Reporting, Portfolio Management, Hedge Funds, Alternative Investments, Equities, Bloomberg, Fixed Income, Mutual Funds, Derivatives, Asset Management, Risk Management, Securities, Capital Markets, Fund Accounting
Education
Queens College
Bachelor of Applied Science (B.A.Sc.), Accounting
Tyco International January 2000 - Present
Office Depot 1995 - 1999
Arthur Andersen 1993 - 1995
Bank of New York Mellon 1992 - 1993
PepsiCo 1989 - 1992
Coopers & Lybrand 1986 - 1989
Education
Quinnipiac University School of Law 1983 — 1986
JD
State University of New York College at Oswego 1978 — 1982
BA
Not-for-profit Organization February 2013 - Present
BEA September 2012 - February 2013
Capital One Bank February 2012 - September 2012
Greenbear Capital LLP 2011 - 2012
Deutsche Bank AG August 2006 - December 2010
Bank of New York Mellon 2000 - August 2006
Bank of Taiwan, NY Agency 1998 - 2000
Chinatrust Bank 1994 - 1998
Four Star Pizza 1992 - 1994
Pioneer Union Construction Corp. 1988 - 1994
Skills
AFS, AIMS, Bloomberg,..., Horizon Banking System,..., IBS (ABS), Loan IQ..., LAN, Lotus Notes,..., Moody's CDOROM, S&P CDO..., Paragon, QuickBooks,..., Windows XP, Vista and 7, ACBS, FIS / Fidelity..., Credit, Portfolio Management, Microsoft Office 2010..., Accounting, Fund E-Z, Account Reconciliation, Accounts Payable, Analysis, Auditing, Banking, Budgets, Credit Analysis, Finance, Financial Analysis, General Ledger, Loans, Management, Mortgage Lending, Payroll, Risk Management
Education
Queens College 2002 — 2006
Bachelor of Arts, Accounting and Information Systems
John Bowne High School
Bridgewater Associates February 2013 - Present
Bank of New York Mellon December 2011 - January 2013
Bridgewater Associates August 2001 - December 2011
Education
Rensselaer Polytechnic Institute 1997 — 2001
BS, Computer Science, Mathematics
The University of Edinburgh 2000 — 2000
N/A, Computer Science
Bank of New York Mellon 1999 - Present
Bank of New York Mellon 1996 - 2006
Federated Investors 1992 - 1998
Education
Point Park University
BS, Accounting
Bank of New York Mellon September 1979 - Present
The Bank of New York 1979 - 2012
The Bank of New York 1979 - 2012
The Bank of New York 1979 - 2007
Skills
Fixed Income, Banking, Mutual Funds, Business Analysis, Microsoft Excel, Budgets, Strategic Financial..., Corporate Actions, Strategic Planning, Financial Statements, Credit, Mortgage Lending, Product Development, Microsoft Word, Fund Accounting, Corporate Tax, Account Reconciliation, Back Office, Financial Services, Balance, Portfolio Management, Tax, Treasury Management, Management, PeopleSoft, Microsoft Office, Risk Management, Retail Banking, Bloomberg, Fund Administration, Financial Reporting, Cash Management, Commercial Banking, Vendor Management, Loan Origination, Due Diligence, Investments, Commercial Lending, Credit Analysis, Internal Controls, Coaching, Relationship Management, Project Management, Account Management, Operations Management, Customer Service, Loans
Education
SUNY Purchase 2008 — 2010
B.A., Modern Languages, Social Sciences/Humanities
Paul Hastings April 2014 - Present
City of Hope April 2012 - March 2014
Bank of New York Mellon May 2005 - April 2012
BNY Mellon August 2002 - May 2005
Mars Computer May 2000 - August 2002
Skills
Excellent analytical..., Extensive experience of..., Excellent communicator, Experience with Visual..., Mutual Funds, Finance, Financial Modeling, Accounting, Financial Analysis, Analysis, Business Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA, Finance
University of California, Berkeley 1996 — 2000
BA, Legal Studies
PMP
Project Management
California board of accountancy
Bank of New York Mellon October 1985 - Present
JPMorgan Chase 1981 - 1983
Education
St. John university Queens 1983 — 1985
Liberal Arts
Pratt Institute 1978 — 1980
Associates, Textile Major
Bank of New York Mellon 1987 - 2011
Education
Philippine School of Business Administration 1972 — 1978
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Philippine