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
United Wall Systems May 2013 - February 2015
ASPire Financial February 2009 - March 2012
Ferguson Enterprises January 2007 - June 2009
Bank of New York Mellon August 2000 - May 2004
Skills
Finance, Strategic Financial..., Account Reconciliation, Investments, Microsoft Excel, Insurance, Outlook, Access, Financial Modeling, Customer Service, Financial Analysis, Credit, PowerPoint, Microsoft Word, Accounting, Sales Management, Employee Benefits, Sales, Leadership, Management, Mutual Funds, Team Building
Education
Saint Thomas Aquinas College 2000 — 2004
Bachelor of Science (B.S.), Finance, General
North Rockland High School 1996 — 2000
JPMorgan Chase January 2014 - Present
Bank of New York Mellon June 2001 - December 2013
BNY Mellon October 2003 - November 2006
Skills
Equities, Financial Reporting, Financial Accounting, Accruals, Accounting, Derivatives, Mutual Funds, Futures, Bank Reconciliation, Fixed Income, Financial Market..., Analysis, Ad Hoc Reporting, Hedge Funds, Securities, Fund Accounting, Fund Administration, Bloomberg Terminal, Corporate Actions, Bloomberg, Financial Analysis
Education
Saint John's University - Peter J. Tobin College of Business 1998 — 2002
Bachelor of Science (B.S.), Finance
Saint John's University
Associate of Science (AS), Accounting
RETIRED October 2012 - Present
Village Voice Media September 1998 - October 2012
PNC Financial Services Group 1996 - 1999
Bank of New York Mellon 1986 - 1996
Federated Investors 1980 - 1986
Rochester Community Savings Bank 1978 - 1980
Baldwin-Whitehall School District 1976 - 1978
Skills
Employee Relations, Employee Benefits, Recruiting, Payroll, Public Speaking, Labor Relations, Corporate Relocation, 401(k), Employment Law, Budgets, Mergers & Acquisitions, Human Resources, Performance Management, Deferred Compensation, Organizational..., Benefits Administration, Talent Management, Leadership Development, Training, Negotiation, Temporary Placement
Education
Slippery Rock University of Pennsylvania 1972 — 1976
BS, Elementary Education and Communication
Baldwin High School 1970 — 1972
Bachelor of Science, Elementary Education and Communication
Pacific Gas and Electric Company April 2014 - Present
Pacific Gas and Electric Company January 2013 - April 2014
Bank of New York Mellon September 2010 - January 2013
Bank of America August 2006 - September 2010
Skills
Corporate Trust, SAP, Concur, Banking, Vendor Management, Treasury Services
Education
San Francisco State University 2003 — 2008
Bachelor of Arts (B.A.), Liberal Studies and Asian American Studies
Bank of New York Mellon January 2014 - Present
BNY Mellon July 2011 - January 2014
BNY Mellon June 2006 - July 2011
BNY Mellon June 2004 - June 2006
BNY Mellon August 1999 - June 2004
Skills
GAAP, General Ledger, Accounting, Journal Entries, Account Reconciliation, Accounts Payable, Accounts Receivable, Accruals, Auditing, Bank Reconciliation, Banking, Cash Management, Equities, Finance, Financial Analysis, Financial Accounting, Financial Modeling, Financial Reporting, Financial Services, Financial Statements, Fund Accounting, IFRS, Internal Audit, Internal Controls, Microsoft Excel, Mutual Funds, Payroll, Risk Management, SEC filings, Sarbanes-Oxley Act, Securities, Tax, US GAAP, Variance Analysis
Education
Saint Vincent College 1994 — 1998
BS, Accounting
FUSE Research Network September 2015 - Present
Cerulli Associates January 2011 - September 2015
Verbatim Advisory Group June 2007 - December 2010
Bank of New York Mellon October 2006 - February 2007
Commonfund September 2005 - May 2006
Merrill Lynch June 2005 - September 2005
Skills
Market Research, Bloomberg, Alternative Investments, Investments, Wealth Management, Analysis, Consumer Insight, Equities, Mutual Funds, Hedge Funds, Fixed Income, Retail Sales Analysis, SPSS, Trading, Investment Strategies, Investor Behavior, English, Microsoft Excel, IBM SPSS, Strategic..., Asset Management
Education
Sacred Heart University 2002 — 2006
B.A., Dual Major: Finance and Economics
Waltham High School 1998 — 2002
Dreyfus March 2015 - Present
BNY Mellon October 2012 - March 2015
Cushman & Wakefield February 2012 - October 2012
BNY Mellon June 2011 - November 2011
Bank of New York Mellon December 2007 - June 2011
Alternative Assets and Investments, LLP May 2007 - December 2007
LatinVox June 2007 - August 2007
J.R July 2006 - June 2007
RADIOSHACK CORPORATION February 2006 - July 2006
Skills
Account Reconciliation, Forecasting, Accounting, Budgets, Analysis, General Ledger, Mutual Funds, PeopleSoft, Outlook, Microsoft Excel, Securities, QuickBooks, Financial Reporting, Financial Analysis, Bloomberg, PowerPoint, Microsoft Word, Fund Accounting, Customer Service, Fixed Income, Finance, Invoicing, Journal Entries, Bank Reconciliation, Accruals, Microsoft Office, Bonds, Financial Services, Financial Accounting, Asset Managment, Corporate Finance
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2008
BS, Finance & Accounting
Bessemer Trust August 2015 - Present
Bank of New York Mellon June 2010 - Present
Skills
Microsoft Office, Excel, Access, Outlook, Word, Microsoft Excel, PowerPoint, Microsoft Word, Lotus Notes, Analysis, Financial Analysis, Accounting, Securities, Bloomberg, Banking, Equities, Fixed Income, Hedge Funds, Finance, Investments, Financial Modeling, Fund Accounting, Financial Services, Financial Reporting, Business Analysis
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2009
Bachelor of Science, Finance
Barclays Investment Bank July 2015 - Present
Barclays Investment Bank March 2013 - June 2015
Brown Brothers Harriman September 2012 - February 2013
Gilford Securities June 2011 - August 2011
Bank of New York Mellon June 2010 - August 2010
Physician's Office May 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Economics, Microsoft Office, Access, Outlook, Social Media, Bloomberg Terminal, Project Management, Financial Analysis, Data Analysis, Equities, Finance
Education
Rutgers University-New Brunswick 2008 — 2012
Bachelor's, Finance, Philosophy
E Friedman Associates Inc. July 2009 - Present
Bank of New York Mellon July 1997 - July 2007
Skills
Customer Service Manager, Problem Solving, Customer Relations, Process Scheduler, Customer Service, Team Building, Pricing, Restaurants, Operations Management, B2B, Purchasing, Forecasting, Sales Management, Contract Negotiation, Budgets, Supply Chain Management, Supply Chain, Sales Operations, Inventory Management, Sales, Strategic Planning, New Business Development, Management, Customer Service...
Education
St. Francis College
Associates, Business Administration and Management, General
IMS Expert Services October 2010 - Present
National Park Service March 2011 - July 2014
Russell Investments May 2009 - October 2009
Russell Investment Group January 2008 - March 2009
Riseden's Jewelers April 2001 - August 2008
Bank Of New York Mellon 2007 - 2008
Mellon Financial August 2006 - February 2007
Mellon Analytical Solutions November 2004 - July 2006
Russell / Mellon Analytical Services 2001 - 2004
Pierce County Planning and Land Services 1999 - 2001
Skills
Procurement, Strategic Planning, Budgeting, Microsoft Office, Team Building, Negotiation, Process Improvement, Contract Negotiation, Risk Management, Customer Relations, Excel, Business Analysis, Change Management, Analysis, Customer Service, Product Development, Program Management, Research, Vendor Management, Mergers, Problem Solving, PowerPoint, Word, Compliance, Access, Business Strategy, Visio, Outlook, Product Management, Data Analysis, Administration, Documentation, Financial Modeling, Contract Management, Vendor Relations, Financial Analysis, Business Process, Purchasing, Business Process..., Operations Management, Mentoring, Project Planning, Contract Negotiations, Requirements Analysis, Business Planning, Business Management, Cross-functional Team..., Analytics, Telecommunications, New Business Development
Education
Saint Martin's University 2002 — 2006
MBA
Saint Martin's University 1999 — 2001
Bachelor
Saint Martin's University 1999 — 2001
Bachelor
Bank of New York Mellon April 2001 - 2015
IBM Global Services May 1999 - April 2001
Skills
Business Analysis, Financial Services, Fixed Income, IT Strategy, Process Improvement, SDLC, Transmission, Vendor Management, Business Process..., PMO, Integration, Banking, Program Management, Risk Management, Management
Education
Stevens Institute of Technology 2005 — 2006
MC/PM, Project Management
University of Phoenix 2001 — 2003
MSCIS, Computer Information Systems
The Chubb Institute 1997 — 1999
Diploma, Computer Programming
Rutgers University-New Brunswick 1981 — 1985
BA, Psychology / Communication
SagaciousquantMV Consulting LLC May 2013 - January 2015
Computershare US January 2012 - April 2013
Bank of New York Mellon February 1998 - December 2011
Corporate Investor Communicatios February 1996 - February 1998
NYC Dept. of Housing Preservation and Development June 1986 - July 1996
The American Eagle Mortgage Co., LLC July 1994 - February 1996
Rent Guidelines Board January 1985 - September 1985
Rutgers University Center for Urban Policy Research January 1982 - June 1985
CATHOLIC CHARITIES DIOCESE OF METUCHEN January 1984 - January 1985
Department of Veterans Affairs July 1970 - June 1981
Skills
Call Center, Mortgage Lending, Customer Service, Equities, Banking, Access, Microsoft Excel, Outlook, Training, Middle Office, PowerPoint, Team Leadership, Microsoft Office, Securities, Fixed Income, Microsoft Word, Settlement, Corporate Actions, Derivatives, Call Centers, Finance, Analysis, Software Documentation, Management, Time Management, Project Planning, Budgets, Project Management, Financial Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1989
PHD ABD, Urban Planning-Economic Development, 3.5
College of Staten Island 2013 — 2013
CASC Certificate, Certified Substance Abuse Counselor
University of Virginia 1978 — 1981
Master of Planning, Economic Planning, 3.5
MBA School of Mortgage Banking 1976 — 1977
Course 1 and 2, Consumer, Property and business loan analysis, Pass
St. Joseph's University 1966 — 1970
Bachelor of Arts (B.A.), International Relations and Affairs, Dean's List
Computershare US October 2010 - Present
BANK OF NEW YORK /MELLON May 2008 - October 2010
BANK OF NEW YORK/MELLON October 1993 - April 2008
BANK OF NEW YORK /MELLON October 1993 - April 2008
Skills
Financial Analysis, Risk Management, Financial Reporting, Financial Services, Banking, Securities, Equities, Finance, Fixed Income, Accounting, Auditing, Accounts Receivable, Budgets, Sarbanes-Oxley Act, General Ledger, Hedge Funds, Bloomberg, OFAC, FINRA REGULATIONS, CUSTOMER DUE DILIGENCE, FEDERAL SECURITIES LAW, Anti Money Laundering, KNOW YOUR CLIENT, Credit Risk, Basel I, Basel II, Basel III, Analysis
Education
ST.PETER'S UNIVERSITY 2010 — 2012
MBA, RISK MANAGEMENT/FINANCE, 3.98
Rutgers University 1988 — 1992
BA, ECONOMICS/FINANCE
Scotia Capital April 2012 - Present
Bank of New York Mellon May 2011 - May 2012
Skills
Microsoft Office, Bloomberg, Fidessa
Education
Siena College 2006 — 2010
B.S., Marketing
HOOPP (Healthcare of Ontario Pension Plan) March 2013 - Present
HOOPP (Healthcare of Ontario Pension Plan) December 2011 - February 2013
HOOPP (Healthcare of Ontario Pension Plan) May 2008 - December 2011
Bank of New York Mellon February 2007 - April 2008
Russell Investments August 2006 - February 2007
RBC Dexia Investor Services May 2003 - August 2005
Skills
Fixed Income, Analytics, Derivatives
Education
Ryerson University 2002 — 2006
Bachelor of Commerce (Honours), Finance
Fidelity Investments March 2013 - Present
Bank of New York Mellon 2006 - 2008
Bank of New York Mellon 2004 - 2006
Skills
Banking, Mutual Funds, Cash Management, Financial Analysis, Investments, Portfolio Management, Financial Services, Securities, Bloomberg
Education
Rutgers, The State University of New Jersey-Newark 1998 — 2001
BA
CoM GROUP INSURANCE COMMISSION October 2011 - Present
TARGET DIRECT MARKETING May 2011 - July 2011
Aggregate Industries December 2010 - December 2010
SALEM STATE UNIVERSITY September 2010 - November 2010
State Street February 2007 - April 2008
Investors Bank & Trust April 1998 - January 2007
Comstar Ambulance Services October 2006 - October 2006
Bank of New York Mellon October 1995 - April 1998
Bank of New York Mellon April 1993 - October 1995
Education
Salem State University 1982 — 1987
BS, Business Administration
Credit Suisse August 2010 - Present
Credit Suisse April 2010 - August 2010
Bank of America January 2009 - December 2009
Merrill Lynch June 2003 - December 2008
Bank of New York Mellon January 2004 - June 2004
Lehman Brothers 1994 - 2003
Skills
Alternative Investments, Back Office, Banking, Bonds, Capital Markets, Credit Derivatives, Corporate Finance, Derivatives, Electronic Trading, Finance, Financial Analysis, Financial Markets, Financial Risk, Fixed Income, Financial Services, Investment Banking, Loans, Middle Office, Risk Management, Residential Mortgages, Securitization, Structured Finance, Structured Products, Securities, Trading Systems, Trading, Swaps, Valuation
Education
Rutgers University-New Brunswick 1987 — 1991
Bachelor of Arts
Mitsubishi UFJ Securities May 2015 - September 2015
Bermuda Commercial Bank August 2014 - December 2014
Consultant November 2013 - March 2014
Barclays Investment Bank April 2013 - September 2013
Morgan Stanley March 2012 - February 2013
Barclays Capital January 2011 - October 2011
Bank of New York Mellon September 2007 - July 2009
JPMorganChase August 2006 - July 2007
BNY Mellon August 2005 - November 2005
National City Mortgage January 2005 - June 2005
Skills
Analysis, Program Management, Financial Services, Banking, Risk Management, Equities, Investment Banking, Corporate Finance, PMO, Securities, Business Analysis, Process Improvement, Strategy, SDLC, Portfolio Management, Strategic Financial..., Internal Audit, Integration, Auditing, Managerial Finance, Vendor Management, Project Management, Management Consulting, Management, Governance, Financial Modeling, Change Management, Executive Management, Due Diligence, Finance, Data Analysis, Investments, Mergers & Acquisitions, MS Project, Fixed Income, Derivatives, Capital Markets, Business Process..., Hedge Funds, Back Office, User Acceptance Testing, Consulting, Asset Management, Valuation, Financial Markets, Trading Systems, Financial Risk, Business Transformation, Emerging Markets, Relationship Management
Education
University of Puget Sound
MBA, Finance and Management
Seattle University
B.A.
Visa March 2009 - Present
Visa, Inc. August 2008 - March 2009
Model N June 2006 - July 2008
Autodesk November 2004 - March 2006
Autodesk Location Services January 2001 - November 2004
PayPal November 1999 - January 2001
Visa International October 1997 - October 1999
MasterCard International 1993 - October 1997
Bank of New York Mellon 1991 - 1993
Skills
Marketing Strategy, Marketing Communications, Social Media Marketing, Payments, Mobile Payments, Telecommunications, Product Development, Product Marketing, Product Management, Product Launch, Marketing, Digital Marketing, Marketing Management, Creative Direction, Innovation, Product Innovation, Innovation Consulting, Mobile Marketing, Mobile Communications, Mobile Internet, Brand Management, Business Development, Mobile Devices, Advertising, Strategic Partnerships, Analytics, Leadership, Management
Education
Simmons College
BA, Business/Marketing
Kilgore Law June 1985 - Present
UAlbany 2008 - 2011
Business Council for the Arts 2005 - 2011
Bank of New York Mellon September 1982 - June 1983
Skills
Representing Inventors, Representing Executives, Representing Investors, Corporate Law, Litigation, Legal Research, Civil Litigation, Negotiation, Small Business, Strategy, Criminal Law, Corporate Governance, Trials, Arbitration, Management, Executive Positions, Commercial Litigation, Mediation, Legal Writing, Fundraising, Employment Law, Investors, Trial Practice, Public Policy, Courts, Trade Secrets, Interviews, Intellectual Property, Employee Benefits, Community Outreach, Immigration Law, Licensing, Hearings, Patents, Invention, Westlaw, Policy, Strategic Planning, Appeals, Policy Analysis, Torts, Time Management, Due Diligence, Non-profits, Mergers & Acquisitions, Dispute Resolution, Family Law, Networking, Public Speaking, Research
Education
Southern Methodist University Dedman School of Law 1983 — 1986
JD, Law
University at Albany, SUNY 1978 — 1982
BA, Political Science English
GoECart January 2014 - Present
University of Bridgeport February 2012 - December 2013
BNY Mellon May 2013 - August 2013
Slippery Rock University May 2008 - December 2011
Bank of New York Mellon May 2011 - August 2011
IBM June 2010 - August 2010
Slippery Rock University January 2008 - May 2010
Skills
Classic ASP, Microsoft SQL Server, HTML, CSS, Java, Perl, C#, C++, Windows, Linux, Testing, C, WebSphere Application..., SQL, ColdFusion, MySQL, jQuery
Education
University of Bridgeport 2012 — 2013
Master's, Computer Science
Slippery Rock University of Pennsylvania 2007 — 2011
BS, Computer Science, Mathematics minor
Sir John Kothalawala High School 2004 — 2006
GCE A/L, Math and Physics
Crown Castle July 2014 - Present
Crown Castle March 2014 - July 2014
Crown Castle August 2012 - March 2014
Bank of New York Mellon February 2011 - October 2011
Merrill Lynch January 2010 - February 2011
Merrill Lynch June 2008 - January 2010
Merrill Lynch December 2005 - June 2007
Skills
Financial Analysis, Investments, Finance, Microsoft Excel, Financial Reporting, Account Reconciliation, Sarbanes-Oxley Act, Budgets, PowerPoint, Process Improvement, Business Analysis, Project Management, Vendor Management, Microsoft Office, Customer Service, Wireless, Management, Team Leadership, Telecommunications, Leadership, Integration, Analysis, Negotiation, Financial Services
Education
Rutgers University 2003 — 2006
Bachelor of Arts, Communications
University of North Carolina at Greensboro 2002 — 2003
BNY Mellon December 2013 - Present
Mohawk Valley 1st Choice Realty February 2013 - June 2014
First Source Federal Credit Union May 2009 - December 2013
Bank of New York Mellon May 2008 - September 2008
Eannace Funeral Home December 2005 - May 2008
Skills
Microsoft Office, Customer Service, Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Access, Outlook, Data Analysis, Analysis, Teamwork, Banking, Team Leadership, Strategic Planning, Public Speaking, Employee Relations, Market Research, Fundraising, Networking, Project Management, Cross-functional Team..., Communication Skills, Project Finance, Collections, Quality Assurance, Vendor Relationships, Process Improvement, Consumer Lending, Employee Training, Reporting & Analysis, Team Management, Real Estate Transactions, Real Estate Financing, Real Estate License, Real Estate, Organizational..., Presentation Development, Technical Presentations, Staff Development, Business Strategy, Business Analysis, Business Development, Marketing, Credit, Management, Finance, Financial Services
Education
State University of New York at Buffalo - School of Management 2008 — 2012
BS, Business Administration, 3.4
Morgan Stanley April 2013 - Present
Morgan Stanley 2011 - April 2013
Ladenburg Thalmann 2009 - 2011
Bank of New York Mellon June 2008 - August 2008
BNP Paribas May 2007 - August 2007
New York Mercantile Exchange May 2006 - July 2006
Skills
Salesforce.com, Underwriting, Hedging, Asset Managment, Financial Statements, Access, Account Reconciliation, Asset Management, Bloomberg, Financial Analysis, Financial Modeling
Education
Sacred Heart University 2005 — 2009
B.S., Finance
BNY Mellon December 2013 - Present
Bank of New York Mellon March 2011 - November 2013
Bank of New York Mellon November 2010 - March 2011
Woodville Warriors Lacrosse May 2010 - October 2010
Skills
Bloomberg, Fixed Income, Marketing, Sales, Trading, Bonds, Portfolio Management, Alternative Investments, Financial Analysis, Hedge Funds, Series 7, Treasury, Analysis, Investments, Equities
Education
Saint Michael's College 2006 — 2010
Bachelor's, Economics, Marketing
BDO USA, LLP September 2010 - Present
Bank of New York Mellon June 2010 - November 2010
St. John's University September 2007 - June 2010
The Bank of New York May 2009 - November 2009
PEPCO HOLDING INC May 2008 - November 2008
GENERAL DYNAMICS-AIS May 2007 - August 2007
Skills
Internal Audit, Financial Analysis, Auditing, Accounting, Internal Controls, GAAP, Financial Reporting, SEC filings, US GAAP, Tax
Education
Saint John's University 2005 — 2010
Saint John's University
Masters of Science; Bachelor of Science, Accounting; Accounting
Compliance Science, Inc. May 2010 - Present
Bank of New York Mellon June 2006 - June 2009
Bank of New York October 2003 - June 2006
Jefferson Wells August 2002 - October 2003
Bank of America March 2001 - February 2002
United States Trust Company of New York September 1998 - February 2001
Deutsche Bank Securities May 1992 - October 1998
David Lerner Associates, Inc. 1981 - 1984
Skills
Compliance Audits, System Development, Risk Management, Quality Auditing, Compliance Monitoring, Analysis, Continuing Education, Hedge Funds, Auditing, OFAC, Securities, Program Management, Banking, Investments, Trading, Finance, KYC, Financial Services, Asset Management, AML, Wealth Management, Internal Audit, Investment Management, Equities, Investment Banking, Policy, Management, Loans, Broker-Dealer, FINRA, Training, Anti Money Laundering
Education
University of Pennsylvania - The Wharton School 2009 — 2010
Certificate Program, Certified Regulatory and Compliance Professional
State University of New York College at Brockport 1977 — 1979
Bachelor of Applied Science (B.A.Sc.), Education
State University of New York College at Fredonia 1975 — 1977
bs, music
Strategic Solutions Advisors, LLC February 2013 - Present
Accume Partners September 2011 - February 2013
DeSales-St.Charles-Anthony August 2010 - August 2011
Career Transition January 2009 - August 2011
Rowland & Solly Advisors August 2010 - July 2011
Bank of New York Mellon June 2007 - January 2009
Sovereign Bank 2005 - 2007
First Keystone Bank September 1996 - June 2005
First Sterling Bank 1987 - 1993
Industrial Valley Bank 1982 - 1987
Skills
General Banking, Private Wealth..., Credit, Risk, Private Banking, Loans, Credit Analysis, Credit Risk, Banking, Cash Flow, Valuation, Cash Management, Risk Management, Treasury Management, Commercial Banking, Financial Risk, Small Business Lending, AML, Financial Institutions, Wealth Management..., Finance, Corporate Finance, Management, Capital Markets, Relationship Management, Due Diligence, Portfolio Management, Leadership, Financial Services, Investments, Loan Origination, Business Development, Wealth Management, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Commercial Lending, Underwriting, Strategy, Mortgage Lending, Strategic Financial..., Asset Management, Internal Audit, Mutual Funds, Derivatives, Enterprise Risk..., Financial Structuring, Executive Management, Asset Based Lending, Retail Banking
Education
Saint Joseph's University - Erivan K. Haub School of Business 1981 — 1984
MBA, Banking and Finance
Saint Joseph's University - Erivan K. Haub School of Business 1972 — 1976
B.S., Food Marketing
Father Judge High School 1968 — 1972
HSBC Global Banking and Markets September 2015 - Present
HSBC Global Banking and Markets November 2013 - Present
Bank of New York Mellon January 2011 - November 2013
Merrill Lynch September 2008 - December 2010
Merrill Lynch August 2007 - September 2008
Citi June 2007 - August 2007
Skills
Excel, Word, PowerPoint, DTCC, Auroa, Vmaster, Trioptima, Swapwire, Summit, Lotus Notes, Outlook, Financial Risk, Management, Microsoft Excel, Risk Management
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2006
B.S, Finance
BNY Mellon March 2012 - Present
BNY Mellon March 2010 - March 2012
Bank of New York Mellon March 2006 - March 2010
BNY Mellon November 2000 - March 2006
Federated Investors 1994 - 2000
Education
State University of New York at Buffalo - School of Management 1993 — 1994
Master of Business Administration (M.B.A.)
State University of New York at Buffalo - School of Management 1989 — 1993
Bachelor’s Degree
Baker Hughes August 2015 - Present
1st CivDiv Warriors Foundation April 2014 - Present
Baker Hughes July 2014 - July 2015
National MS Society 2008 - January 2015
CB&I January 2013 - July 2014
Keller Williams 2009 - December 2012
Private Physicians Office May 2009 - August 2009
Woodforest National Bank 2008 - 2009
Bank of New York Mellon 2006 - 2008
Skills
Microsoft Office, Photoshop, Filemaker Pro, Quickbooks, Financial Analysis, Financial Reporting, Financial Accounting, Financial Modeling, Cost Accounting, Small Business..., Project Accounting, Budget Preparation, Capital Budgeting, Business Analysis, Online Marketing, Non-profits, Forecasting, Banking, Loans, Strategic Financial..., Corporate Finance, Risk Management, Real Estate, SAP, Credit Analysis, Business Planning, Valuation, Microsoft Excel, Account Reconciliation, Customer Service, Budgets, Marketing, Leadership, Nonprofits, Management, Strategic Planning, Accounting, Analysis, Strategy, Investments, Time Management, QuickBooks, Finance, Financial Planning, Fundraising, Business Strategy
Education
Sam Houston State University 2010 — 2012
MBA
Texas A&M University
Bachelor's degree
New York Presbyterian Hospital April 2013 - Present
Bank of New York Mellon June 2010 - December 2012
Rothstein Kass October 2008 - April 2009
Skills
Alternative Investments, Private Equity, Account Reconciliation, Accounting, Fund Of Funds, General Ledger, Financial Analysis, Financial Reporting, Financial Statements, Financial Accounting
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2008
BS in Accounting, Accounting
Verizon September 2013 - Present
Verizon January 2013 - August 2013
Signature Consultants (Contractor at Bank of America) November 2012 - January 2013
CCSI (Contractor at Verizon) September 2011 - November 2012
Kforce Inc. (Contractor at AT&T) January 2011 - September 2011
BANK OF NEW YORK MELLON July 2010 - January 2011
BPL Global November 2009 - June 2010
Promedia Technology Services Inc July 2008 - August 2009
Verizon Business January 2006 - June 2008
Verizon May 2004 - December 2005
Skills
Process Improvement, Telecommunications, Call Center, Project Management, SharePoint, Call Centers, CRM, Quality Assurance, Management, Training, Product Management, Customer Service, VoIP, Analysis, Integration, System Administration, Customer Satisfaction, Testing, Vendor Management, Cross-functional Team..., Visio, Program Management, Wireless, Data Center, SDLC, Leadership, Strategy
Education
Strayer University (VA) 2013 — 2017
Business Administration and Management, General
New Horizon Computer Learning Center 2008 — 2008
Project Management Course Certificate, Project Management Professional Certification Preparation - 4th Edition
Rutgers, The State University of New Jersey-Newark
Business
Mortar July 2015 - September 2015
Venables Bell and Partners January 2015 - June 2015
DDB October 2013 - September 2014
DDB September 2012 - October 2013
George P Johnson Experience Marketing 2012 - 2012
Bank of New York Mellon August 2009 - January 2011
Venables Bell and Partners 2011 - 2011
San Francisco Chamber of Commerce April 2009 - August 2009
Santa Clara University January 2006 - June 2008
Quatrotec, Inc. - Millbrae, CA June 2007 - August 2007
Education
Santa Clara University - Leavey School of Business
Bachelor of Science in Commerce, Marketing
Loyola University Chicago - John Felice Rome Center
International Semester
Gonzaga College High School - Washington, DC
Bloomberg LP June 2012 - August 2012
Bank of New York Mellon May 2011 - August 2011
ITT Corporation June 2010 - August 2010
Skills
Microsoft Excel, Bloomberg Terminal, Social Media, Microsoft Office, Auditing, Team Leadership, Written & Oral..., Financial Statement..., Italian languages, Communication Skills, Fundamental Analysis, Equity Research, US GAAP reporting, Variance Analysis, PowerPoint, Financial Reporting, Public Speaking, Financial Statements, Financial Accounting
Education
Seton Hall University 2009 — 2013
Bachelor of Science (BS), Accounting, Finance
Rutherford High School 2005 — 2009
Lake Partners, Inc. July 2014 - Present
Dreman Value Management April 2013 - July 2014
Lyster Watson March 2006 - October 2012
American Express Bank June 2002 - March 2006
Bank of New York Mellon May 2001 - May 2002
UBS PainWebber 1999 - 2001
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Pensions, Investments, Pension Funds, Fund Administration, Asset Management, Equities, Mutual Funds, Fund Accounting, Fixed Income, Finance, Financial Services
Education
St. Peter's University 2010 — 2011
MS Accounting
St. Peter's College 1997 — 2001
BS, Accounting
Monsignor Farrell 1992 — 1996
State Street Bank August 2013 - Present
State Street Bank September 2009 - July 2013
JPMorgan Chase May 2008 - December 2008
Barrington Partners October 2007 - May 2008
State Street Bank (formerly Investors Bank & Trust) August 2005 - August 2007
Bank of New York Mellon August 2004 - August 2005
Skills
Fixed Income, Derivatives, Investment Banking, Mutual Funds, Portfolio Management, Financial Risk, Financial Services, Financial Reporting, Fund Accounting, Mergers, Trading, Internal Controls, Auditing, Settlement, Securities Lending
Education
Harvard Extension School
Certificate, Corporate Restructure: M&A
Ryerson University
Bachelor of Commerce, Statistics & Economics
University of Toronto - Rotman School of Management
MBA, Part-time
Western Michigan University - Haworth College of Business
MBA, Finance
Philips April 2014 - Present
American Renal Associates March 2012 - March 2014
Bank of New York Mellon December 2010 - March 2012
Boston Financial Data Services August 2008 - November 2010
Skills
Account Reconciliation, Accounting, Banking, Investments, Financial Services, Management, Mutual Funds, Finance, Valuation, Financial Reporting, Financial Analysis, Accounts Payable, Microsoft Excel, General Ledger, Accounts Receivable, Auditing, Financial Statements
Education
Salem State College 2004 — 2008
Bachelor of business administration, accounting/finance, 3.43
Bishop Fenwick High School 2000 — 2004
High School Diploma
BNY Mellon April 2013 - Present
Bank of New York Mellon March 2008 - April 2013
Skills
Excel, Public Speaking, Word, Customer Service, Research, Accurate Data Entry, Microsoft Word, Accounting, Team Building, Leadership, Microsoft Excel, Strategic Planning, Financial Services, Account Management, PowerPoint, Coaching, Data Analysis, Microsoft Office, Social Media, Team Leadership, Event Management, Social Networking, Marketing, Training, Management, Leadership Development, Recruiting, Event Planning, Mutual Funds, Analysis, Financial Analysis, Fundraising, Community Outreach, Outlook, Sales, Program Management, Time Management, Risk Management, Teamwork, Sports Management, Staff Development, Public Relations, Project Management, Account Reconciliation, Insurance, Marketing Communications, Higher Education, Sports, Salesforce.com, Business Development
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
Bachelor of Science (B.S.), Exercise Science
Bayonne High School 1999 — 2003
The Prudential Insurance Company of America July 2014 - Present
Farmers Insurance October 2013 - February 2014
Citi 2014 - 2014
Citi 2014 - 2014
Bank of New York Mellon March 2005 - December 2012
Merrill Lynch 2003 - 2004
Skills
Process Improvement, Management, Project Management, Training, Six Sigma, Change Management, Risk Management, Team Building, Team Leadership, Customer Satisfaction, Business Analysis, Vendor Management, Leadership, Access, Data Analysis, Operations Management, Coaching, Analysis, Quality Assurance, Program Management, Business Process, CRM, Strategy, Strategic Planning, Team Management, Business Development, Business Process..., Project Planning, Relationship Management, Customer Service, New Business Development, Marketing, Export, Export Administration, Consulting
Education
St. Peter's College 2008 — 2012
Master's degree, Business Administration and Management, General
University of Maryland College Park 1995 — 1999
Bachelor of Applied Science (BASc), Economics
Bank of New York Mellon February 2011 - Present
Skills
Options, Alternative Investments, Equities, Risk Management, Hedge Funds, Fixed Income, Asset Managment, Account Reconciliation, E-commerce, Settlement, Banking
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2007
MBA
United Nations Entity for Gender Equality and the Empowerment of Women August 2011 - Present
Bank of New York Mellon January 2009 - June 2011
Wyndham Vacation Ownership June 2008 - October 2008
Lockheed Martin August 2007 - June 2008
Hewitt Associates May 2006 - June 2007
Florida International University November 2004 - April 2006
Brighthouse Networks November 2001 - August 2004
Kingsborough Community College February 1996 - July 1999
Skills
Active Directory, SharePoint, Troubleshooting, Software Documentation, System Administration, XP, Microsoft Exchange, Networking, Technical Support, Windows, Databases, Microsoft SQL Server, Software Installation, Testing, SQL, Software Development, Windows XP
Education
Western Governors University 2013 — 2015
Master of Business Administration (M.B.A.), Information Technology, 3.0
University of Phoenix 2003 — 2005
Bachelor of Science, Information Technology
Seminole State College of Florida 2001 — 2003
Associates of Science, Computer Networking
Sterling Infosystems, Inc. October 2011 - Present
ProTrade Securities, LLC December 2009 - September 2011
Bank of New York Mellon March 2007 - February 2009
Franklin Templeton Investments September 2005 - February 2006
Pershing July 1999 - January 2004
Skills
Mutual Funds
Education
Southern Illinois University, Carbondale
B.S., Biology
Bank of New York Mellon March 2006 - Present
Shanghai General Motors Company Limited October 1996 - June 1997
Skills
Hedge Funds, Bloomberg, Fund Accounting, Fixed Income, Mutual Funds, Equities, Securities, Financial Analysis, Derivatives, Asset Management, Alternative Investments, Financial Modeling, Fund Administration, Investments, Contract Negotiation, Bloomberg Terminal, Financial Reporting
Education
University of Central Florida 2002 — 2005
M.A., Economics
Shanghai International Studies University
Bachelor of Arts (B.A.), English Language and Literature
i
Independent Ventures February 2009 - Present
The Bank of New York 1996 - January 2009
Bank of New York Mellon 1996 - January 2009
Career Blazers / Aegis Training January 1993 - August 1996
Skills
Service Management, Business Process..., Disaster Recovery, Strategy, ITIL, Management, Project Management, Leadership, Vendor Management, IT Service Management, Business Analysis, Training, IT Strategy, Risk Management, Strategic Planning
Education
State University of New York Empire State College 2006 — 2009
BS
School of Visual Arts 1979 — 1981
BFA Degree Studies
Institute Of Audio Research
Graduate
Commonwealth Financial Network March 2014 - Present
Bank of New York Mellon September 2006 - March 2014
TheNextRound, Inc. October 2005 - April 2006
Darling Consulting Group November 2000 - October 2005
Bank of New York Mellon August 1997 - November 2000
Skills
Business Analysis, SDLC, Interest Rate Risk..., Fixed Income, Derivatives, Financial Modeling, Performance Measurement, Equities, Securities, Private Equity, Analysis, SQL, Alternative Investments, Investments, Performance Attribution, Systems Analysis, Fund Accounting, Data Analysis, Mutual Funds, Requirements Analysis, Bonds, Banking, Risk Management, Testing, Portfolio Management, Project Management, Business Requirements, Financial Services, Analytics, Financial Risk, Bloomberg, Eagle PACE, Eagle Performance, Eagle Attribution, Functional Design, FX Options, Databases, Microsoft Excel, Market Risk, Eagle Analytics, Fincad
Education
Southern New Hampshire University 1999 — 2001
MBA, Business Administration
Salem State College 1989 — 1994
BSBA, Business Administration
Credit Suisse June 2014 - Present
Citi May 2012 - May 2014
Wipro Technologies June 2003 - May 2012
Bank of New York Mellon 2008 - 2012
UBS 2004 - 2008
Wipro Technologies May 2000 - June 2003
Skills
Business Requirements..., Business Process..., Testing, Software Project..., Derivatives, Business Analysis, SDLC, Requirements Management, SQL, User Acceptance Testing, Program Management, Requirements Gathering, Project Management, Requirements Analysis, Management, IT Strategy, Data Modeling, Analysis
Education
Xavier Institute of Management 1998 — 2000
MBA, Finance and System Management
Sambalpur University
Bachelor of Technology, Engineering
TD Ameritrade February 2008 - Present
Helios and Matheson North America December 2006 - Present
MetLife November 2007 - January 2008
Bank of New York Mellon December 2006 - September 2007
Sentron August 2000 - November 2006
Main Fine USA September 2003 - July 2005
Education
Rutgers University-New Brunswick 1995 — 2000
Bank of New York Mellon September 2008 - Present
Bank of New York Mellon 2004 - September 2008
Prudential Financial April 2000 - March 2004
Metlife June 1999 - March 2000
AT&T 1996 - 1997
Skills
Release Management, CMMI, Process Improvement, SDLC, Software Documentation, Business Process..., CMM, Six Sigma, Testing, Agile Methodologies, Management, Project Management, PMP, Software Quality..., Gap Analysis, Test Planning, Risk Management, Software Project..., Vendor Management
Education
State University of New York at New Paltz
Business Admin.
Bank of New York Mellon Sr Client ExecutiveThe Bank of New York Trust Company2002 - Present
Education
Southern Methodist University - Cox School of Business 1985 — 1987
Lazard Asset Management December 2011 - Present
Lazard Asset Management 2005 - December 2011
Bank of New York Mellon 2003 - 2005
Skills
Chartered Financial..., Equities, Fixed Income, Portfolio Management, Mutual Funds, Bonds, Emerging Markets, Bloomberg, Alternative Investments, Hedge Funds, Asset Management, Asset Allocation, Equity Research, Investment Strategies
Education
Seton Hall University 1997 — 2001
Bachelor of Science (BS), Economics
Union Catholic
BNY Mellon June 2009 - Present
The Bank of New York Mellon 2002 - Present
Bank of New York Mellon January 2001 - Present
Skills
Client Service, Customer Relations, Microsoft Office, Excel, Compliance, Process Improvement, PowerPoint, Customer Service, Financial Institutions, Training, Client Services, Financial Services, Management, Microsoft Excel, Global Custody
Education
St. John Fisher College 1990 — 1994
Bank of New York Mellon 1997 - Present
DPM Mellon May 1997 - November 2005
Skills
Hedge Funds, Investments, Equities, Portfolio Management, Business Analysis, Business Process..., Software Development, FATCA, Business Requirements, Bloomberg
Education
Rutgers University-New Brunswick
Bachelor’s Degree, Economics and Accounting
All the World's a Stage April 1994 - Present
CASA 2012 - 2015
CASA 2012 - 2015
Bank of New York Mellon July 1999 - June 2005
Skills
Coaching, Instructor-led Training, New Business Development, Management, Executive Coaching, Sales Management, Program Management, Training, Business Development, Management Development, Marketing, Acting, Leadership Development, Public Speaking, Team Leadership, Social Media, Employee Training, Training Delivery, Personal Development, Team Building, Change Management, Sales, Fundraising, Nonprofits, Entrepreneurship, Time Management, Social Networking, Consulting, Organizational..., Small Business, Workshop Facilitation
Education
PENN State
Master of Arts (M.A.)
San Francisco State University
Bank of New York Mellon March 2008 - Present
Education
Santa Monica College 1997 — 1999
Credit Suisse October 1999 - Present
Lehman Brothers July 1995 - October 1999
The Bank of New York June 1986 - June 1995
Bank of New York Mellon 1986 - 1995
Skills
Prime Brokerage, Fixed Income, Securities Lending, Equities, Trading, Asset Managment, Bloomberg, Collateral Management, Asset Management, Mutual Funds, Alternative Investments, Equity Derivatives, Financial Markets, Emerging Markets, Bonds, Swaps, Fund Of Funds, FX Options, Options, Electronic Trading, Credit Derivatives, ETFs, Hedge Funds, Capital Markets, Derivatives
Education
Rutgers University-New Brunswick 1980 — 1984
Bachelor's Degree, Economics
The Bank of New York Mellon March 2010 - Present
Bank of New York Mellon October 2001 - March 2010
Prudential Financial 2000 - 2003
Prudential Financial 1998 - 2000
Prudential Financial 1996 - 1998
Education
Seton Hall University 1994 — 1998
MBA, Business Administration
Edison Properties July 2014 - Present
Bloomingdale's February 2013 - December 2014
Teak July 2013 - November 2013
Noswel Footwear 2011 - 2012
Cosmolux, Inc. (Scott Barnes) 2008 - 2011
Bank of New York Mellon January 2007 - January 2008
UBS April 2006 - December 2006
UBS March 2004 - April 2006
UBS March 2002 - March 2004
Skills
Marketing, Project Management, Public Relations, Sales, Retail, Sales Management, Quality Assurance, Merchandising, Financial Services, Marketing Strategy, Product Development, Marketing Communications, Customer Service, Brand Management, Product Marketing, Event Management, Social Media Marketing, Corporate Communications, Leadership, Securities, CRM, Process Improvement, Training
Education
University of Phoenix 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Phoenix 2012 — 2013
BS, Business Management, Finance and Financial Management Services, 3.93
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1996
Bachelor's degree, Political Science and Government
BNY Mellon January 2011 - Present
Bank of New York Mellon June 2005 - December 2010
Skills
Microsoft Excel, Phone Etiquette, Customer Service, Balance, Banking, Security Clearance, Business Analysis, Analysis, Financial Analysis, Risk Management
Education
Saint Peter's University 2008 — 2010
Master's Degree, Finance, General, 3.5
St. Peter's College 2004 — 2008
Bachelor's Degree, Accounting, 3.6
Lepercq de Neuflize Asset Management March 2014 - Present
Asian Century Quest Capital LLC May 2008 - February 2014
Delphi Capital Management September 2007 - May 2008
Bank of New York Mellon June 2005 - August 2007
Education
St. Francis College 2001 — 2004
Linedata Services February 2008 - Present
Bank of New York Mellon May 2007 - January 2008
State Street September 2003 - May 2007
Skills
Financial Analysis, Mutual Funds, Business Analysis, SQL, Process Improvement, Software Documentation, Financial Services, Agile Methodologies, Project Management, Microsoft Office, Research
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
Accounting and Economics
Merrill Lynch AVPBankers Trust CompanyJuly 1986 - September 1998
Bank of New York Mellon July 1985 - June 1986
Education
Saint Peter's University 1996 — 2001
MIS, Computer Science
Prudential Financial April 2014 - Present
Prudential Financial December 2012 - April 2014
Prudential Financial March 2009 - November 2012
Prudential Financial August 2007 - March 2009
Prudential Financial February 2006 - February 2008
Prudential Financial June 2004 - July 2007
Bank of New York Mellon February 2003 - June 2004
Skills
Financial Analysis, Financial Reporting, Finance, Microsoft Excel, Forecasting, Strategic Financial..., Asset Managment, Analysis, Investments, Valuation, Management
Education
Rutgers University-New Brunswick 2002 — 2004
Bank of New York Mellon February 2008 - Present
Wiley-Blackwell May 2005 - February 2008
Blackwell Publishing August 2004 - May 2005
Everett Co-operative Bank November 2001 - August 2004
Everett Co-operative Bank October 1999 - November 2001
Everett Co-operative Bank June 1999 - October 1999
Education
Salem State University
Bank of New York Mellon 2004 - Present
RCM 2000 - 2004
Royal Trust 1994 - 2000
Royal Trust 1989 - 1994
Skills
Equities, Portfolio Management, Hedge Funds, Investments, Derivatives, French, Market Data, Leadership, Migration Projects, Outsourcing, SEC filings, Client Billing, Vendor Relationships, Organizational..., Staff Development, Mentoring, Corporate Actions, Diversity, International Mobility, Process Improvement, Investment Valuation, Delegation, Operational Risk..., Internal Controls, Service Level Agreements, Communication Skills, Project Management, Management, Performance Measurement, Pricing, Data Management, Forwards, Futures, Reports, Presentation Development, RFP, Functional Requirements, Collaborative Problem..., GIPS Compliance, Issue Resolution, Back Office, Middle Office, Global Operations, Global Custody, Supervision, Service Delivery, Fund Accounting, Relationship Management, Business Analysis, Dual Citizenship
Education
Seneca College of Applied Arts and Technology
YC Accounting LLC January 2014 - Present
Bank of New York Mellon February 2011 - December 2013
Holtz Rubenstein Reminick LLP February 2008 - March 2010
Skills
Tax, Accounting, Hedge Funds, Financial Analysis, Accounts Receivable, Account Reconciliation, Auditing, Corporate Tax, Financial Accounting, General Ledger, Internal Audit, Microsoft Excel, US GAAP, QuickBooks, Managerial Finance, Variance Analysis
Education
State University of New York at New Paltz 2006 — 2007
Bachelor's degree, Accounting and Finance
Trian Credit Partners February 2009 - Present
Sandell Asset Management January 2007 - October 2008
Bank of New York Mellon 2005 - 2006
Education
Rutgers University-New Brunswick
Bank of New York Mellon February 2000 - December 2010
JPMorgan Chase & Co August 1997 - February 2000
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2000
MBA
Bank of New York Mellon 1997 - Present
Skills
Fund Accounting, Fund Administration, Financial Analysis, Hedge Funds, Fund Of Funds
Education
St. Francis College 1985 — 1989
I-Say January 2013 - Present
Bangladeshi American Youth Association August 2010 - Present
Teach & Travel January 2015 - Present
Family Health Committee September 2013 - August 2014
FEBA January 2011 - December 2013
Bank of New York Mellon April 2010 - December 2010
Skills
Microsoft Office, Fixed Income, Equities, Financial Modeling, Mutual Funds, Research, Portfolio Management, Financial Analysis, Budgets, Program Management, Non-profit Leadership, Project Management, Educational Leadership, Nonprofits, Strategic Planning, Public Speaking, Leadership, Fundraising, Public Relations, Grants, Grant Writing, Teaching, Government, Community Outreach, Data Analysis, Marketing, Organizational..., Customer Service, Policy, International Relations, Social Media
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2006
Passaic Valley High School
PSEG Long Island January 2014 - Present
PSEG Long Island January 2013 - December 2013
PSEG Services Corporation September 2011 - February 2013
Bank of New York Mellon October 2004 - September 2011
Mellon Investor Services May 2000 - October 2004
Lipo Chemicals December 1995 - May 2000
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Auditing, Risk Management, Strategic Financial..., Financial Reporting, Financial Services, Financial Analysis, Sarbanes-Oxley, Enterprise Risk..., Accounts Payable, Accounting, Finance, Process Improvement, Financial Risk, Due Diligence, IT Audit, Variance Analysis, Financial Accounting, Budgets, Banking, Business Process..., Financial Modeling, Account Reconciliation, Risk Assessment, Forecasting, Invoicing, Fraud, PeopleSoft, Cash Management, Operational Risk, General Ledger, Access, GAAP, Operational Risk..., Tax Preparation, Tax Law, Tax Advisory
Education
University of Phoenix 2009 — 2010
MBA, Management
Rutgers, The State University of New Jersey-Newark 1990 — 1995
Bachelor of Science, Accounting
Bank of New York Mellon October 2006 - Present
BNY Mellon 2006 - Present
JPMorgan Chase March 1998 - September 2006
Skills
Banking, Portfolio Management, Equities, Financial Services, Derivatives, Fixed Income
Education
Saint Petersburg State Electrotechnical University "LETI" 1976 — 1982
MS in Computer Science, Computer Science and Applied Mathematics
Dun & Bradstreet February 2011 - Present
Dun & Bradstreet January 2007 - February 2011
Affiliated Computer Services 2005 - 2007
Bank of New York Mellon 2000 - 2005
Skills
Forecasting, Financial Analysis, Financial Modeling, Finance, Hyperion Enterprise, Financial Reporting, Budgets, Managerial Finance, Strategic Financial..., Management, Sarbanes-Oxley Act, Variance Analysis, Consolidation, US GAAP, Risk Management, Corporate Finance, Analysis, Financial Forecasting, Internal Controls, Financial Planning
Education
St. Peter's College 1998 — 2002
Bank of New York Mellon August 2006 - Present
Apple June 2010 - December 2012
Skills
Management, Leadership, Customer Service, Microsoft Office, Banking, Microsoft Excel, SAP, PowerPoint, Team Leadership, Data Analysis, Inventory Management, Access, Microsoft Word, Process Improvement, Financial Analysis, Risk Management, Business Analysis, Training, Account Reconciliation, Finance
Education
State University of New York at Buffalo - School of Management 2002 — 2006
Bachelors of Science, Financial Analysis, Marketing
Bank of New York Mellon AnalystAngelo, Gordon & Co.December 2009 - Present
Skills
Financial Analysis, Finance, Investments, Portfolio Management, Financial Modeling, Banking, Equities, Financial Services, Fixed Income, Risk Management
Education
Seton Hall University 2006 — 2008
MBA, Finance
The College of New Jersey 2001 — 2005
BS, Finance
Stevens Institute of Technology
MS, Financial Engineering
Bank of New York Mellon 1977 - Present
Skills
Banking, Strategic Planning, Change Management, Employee Relations, Mergers, Coaching, Vendor Management, Risk Management, Financial Analysis, Analysis, Mergers & Acquisitions, Leadership, Training, Performance Management, Personnel Management, Program Management, Process Improvement, Human Resources, Organizational..., Employee Benefits, Talent Management, Onboarding, Employee Engagement, Talent Acquisition, Deferred Compensation
Education
St. Francis University 1998 — 2000
Masters, Human Resources Industrial Relations
University of Pittsburgh
Shaler Area High Schol 1962 — 1966
High School
HSBC Global Banking and Markets January 2011 - Present
Bank of New York Mellon December 2008 - October 2010
HSBC November 2006 - August 2008
Tri-Coastal Design May 2004 - March 2005
CGI-AMS 2005 - 2005
Prudential Securities 1996 - 2002
Skills
Software Documentation, Databases, Microsoft SQL Server, Analysis, Visual Basic, Crystal Reports, CRM, Business Analysis, Management
Education
State University of New York at Buffalo - School of Management 1992 — 1996
Bank of New York Mellon 2003 - Present
Skills
Financial Services
Education
St. Edward's University 1997 — 2001
Bachelor's degree, Psychology
Bank of New York Mellon Human Resource ManagerCentury 21 Dpt StoresSeptember 2006 - August 2007
Home Depot At Home Services September 2002 - September 2006
Education
University of Delaware 1999 — 2001
Biology, Biology/Physical Therapy
Rutgers University-New Brunswick
BNY Mellon May 2013 - Present
Bank of New York Mellon February 2009 - December 2012
Bank of New York Mellon August 2004 - January 2009
RCN Entertainment Inc. February 1999 - August 2004
Lancit Media Productions August 1994 - January 1999
Radio City Music Hall January 1993 - July 1994
Madison Square Garden 1976 - 1992
Education
St. Francis College
BS, Accounting
Northill Capital LLP August 2013 - Present
Amundi USA May 2011 - August 2013
Bank of New York Mellon June 2005 - May 2011
Brown Brothers Harriman July 1994 - May 2005
Education
Sciences Po Toulouse 1993 — 1994
MA, Political Theory
University of Houston 1988 — 1992
BA, Philosophy
Bank of New York Mellon February 2006 - Present
MCI Telecommunications/Verizon 1984 - 2006
Skills
Variance Analysis, Finance, Financial Reporting, Financial Modeling, Account Reconciliation, Telecommunications, Accounting, Risk Management, Nonprofits, Process Improvement, Financial Analysis, Internal Controls, Business Analysis, Program Management, Budgets, Customer Service, Business Process...
Education
Southeastern University 1980 — 1985
Project Management
Durham Business College 1974 — 1976
State Street August 2013 - Present
State Street Global Advisors June 2012 - August 2013
Bank of New York Mellon December 2007 - May 2012
Brown Brothers Harriman May 2005 - December 2007
Mellon Financial June 2004 - May 2005
Mellon Financial June 2003 - June 2004
Mellon Financial November 2001 - June 2003
Skills
Client Services, Relationship Management, Sales, Sales Presentations, Sales Presentation..., Public Speaking, Banking Relationships, Project Management, Investment Operations, Fund Accounting, Securities, Corporate Actions, Bloomberg, Conversion Optimization, Investments, Financial Services, Alternative Investments, Leadership, Management
Education
Saint Anselm College 1997 — 2001
Bachelors, Business
Marian High School 1993 — 1997
Deutsche Bank January 2009 - Present
Old Lane April 2008 - January 2009
Deutsche Bank 2004 - April 2008
Bank of New York Mellon 2003 - 2004
Cathay Financial 2002 - 2003
Goldman Sachs 1999 - 2002
Goldman Sachs 1996 - 1999
Ernst & Young 1993 - 1996
Skills
Equities, Fixed Income, Capital Markets, Derivatives, Structured Products, Product Control, Equity Derivatives, Financial Reporting, Series 7, FINRA, Series 63, Credit Derivatives
Education
State University of New York at Buffalo - School of Management 1989 — 1993
BS, Accounting / MIS
Susan E. Wagner High School 1985 — 1989
PNC April 2014 - Present
BNY Mellon March 2012 - April 2014
Bank of New York Mellon March 2010 - March 2012
Crossroads Partner July 2008 - February 2009
Skills
Business Process..., ERP, Data Modeling, Big Data, Project Management, AHP, MS Project, Excel, Business Analysis, Relational Databases, Corporate Trust, Product Cost Analysis, Consulting
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Management Information Systems, General
Saint Vincent College 2004 — 2008
Bachelor of Science in Economics
Bank of New York Mellon June 1998 - Present
Education
Siena College 1996 — 1998
BBA, Accounting
Bank of New York Mellon June 1998 - Present
Skills
Finance, Financial Analysis, Equities, Bloomberg
Education
Siena College 1996 — 1998
Bachelors, Accounting
Bank of New York Mellon September 2008 - Present
Reliant Pharmaceuticals June 2007 - May 2008
Mellon Investore Services February 2006 - June 2007
Covance Inc. June 2005 - February 2006
UBS Financial Services May 2000 - June 2005
Education
Seton Hall University 1996 — 1998
BS, Marketing
Bank of New York Mellon December 2002 - October 2014
Bank of America August 1989 - September 1993
Skills
SQL Programming, Visual Basic Programming, Microsoft Excel Expert..., Microsoft Access..., Microsoft Office..., Revenue and Cost..., Database Design, Visual Basic, SQL, SharePoint, Visio, Databases, Business Intelligence, SSRS, Crystal Reports, Data Analysis, VBA, Access, HTML, Systems Analysis, Enterprise Architecture, IT Strategy, SSIS, Data Warehousing
Education
Stanford University Graduate School of Business 1978 — 1980
MBA, Marketing, Finance
University of Oklahoma 1966 — 1973
BA, MA, English Language and Literature
Leigh High School
BNY Mellon March 2010 - Present
Bank of New York Mellon May 2009 - December 2009
Huntington National Bank July 1999 - December 2007
Education
St. Francis University 1967 — 1975
BA, Philosophy
Medco Health Solutions Senior AuditorDeloitte & ToucheSeptember 1997 - October 2000
Bank of New York Mellon June 1996 - September 1997
Bank of New York Mellon December 1994 - June 1996
Education
Rutgers, The State University of New Jersey-Newark 1990 — 1994
BS, Accoundting
JPMorgan Chase April 2014 - Present
Bank of New York Mellon March 2008 - April 2014
Modern Bank NA August 2006 - March 2008
KPMG August 2005 - August 2006
Merrill Lynch November 2002 - August 2005
Skills
AML, Due Diligence, Financial Risk, OFAC, Training, USA PATRIOT Act, Anti Money Laundering, Bank Secrecy Act, Banking, Financial Services, Private Banking, Risk Management
Education
State University of New York at New Paltz 1998 — 2000
BA, Political Science
Orange County Community College 1995 — 1997
AS, Business Administration
BNY Mellon June 2015 - Present
Bank of New York Mellon January 2007 - June 2015
Skills
Mutual Funds, Bloomberg, Equities, Asset Managment, ETFs, Fixed Income, Hedge Funds, Securities, Alternative Investments, Derivatives, Bonds, Structured Products, Global Custody, Settlement
Education
St. John's University, The Peter J. Tobin College of Business 1990 — 1994
BA, Finance
National Grid January 2009 - Present
National Grid January 2009 - Present
lehman brothers 2007 - 2008
Lehman Brothers 1997 - 2008
Bank of New York Mellon 1994 - 1998
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1994
BA, Accounting
Bank of New York Mellon August 2007 - Present
Bank of New York Mellon August 2007 - November 2011
Prudential Financial December 2004 - January 2007
Prudential Insurance Company June 2001 - December 2004
PRUDENTIAL INSURANCE COMPANY December 1996 - June 2001
Skills
MS Project, Group Insurance, Corporate Trust, Operations Management, Operations Risk..., Training & Development, Disaster Recovery, Process Improvement, Records Management, Analysis, Employee Training, Investments, Management, Operational Risk..., Relationship Management, Training, Accounting, Banking, Financial Services, Leadership, Risk Management, Finance, Financial Risk, Fixed Income, Strategy
Education
Rutgers University 1990 — 1995
Bachelor of Science, Business Administration and Management, General
Bank of New York Mellon SPECIAL SERVICES REPRESENTATIVEPershing1994 - 1995
Education
Rutgers University-New Brunswick 1991 — 1995
Bank of New York Mellon March 2007 - Present
Seix Advisors 2002 - 2007
AllianceBernstein 2000 - 2002
Morgan Stanley 1997 - 2000
Skills
Fixed Income, Credit Analysis, Risk Management, Bloomberg, Bonds, Corporate Finance, Equities, FX Options, Financial Analysis, Investments, Mutual Funds, Series 7
Education
Seton Hall University 2003 — 2005
M.B.A., Finance, General
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
Bachelor's degree, Economics
Health Insurance Company July 2013 - Present
Morgan Stanley July 2005 - August 2011
Bank of New York Mellon June 2001 - June 2005
Skills
Operational Risk, Operational Risk..., Enterprise Risk..., Internal Audit, Risk Management, Financial Risk, Sarbanes-Oxley Act, Auditing, IT Audit, Hedge Funds, Product Control, Financial Analysis, Internal Controls, Capital Markets, Financial Audits
Education
Saint Peter's University 2013 — 2016
Master's degree, Health/Health Care Administration/Management
Bank of New York Mellon January 2014 - Present
BNY Mellon January 2012 - December 2012
Bank of New York Mellon June 2006 - December 2012
Bank of New York Mellon 2003 - 2006
Skills
Account Reconciliation, Financial Analysis, Fund Accounting, Cash Management, Banking, Risk Management, Accounting, Financial Reporting, Finance, Financial Modeling, Asset Management, Equities, Financial Services, Derivatives, Securities, Portfolio Management, Mutual Funds
Education
State University of New York at New Paltz 1981 — 1985
BS, Accounting/Business Administration
BNY Mellon December 2011 - Present
Aetna Student Health July 2009 - January 2012
State Street Corporation September 2006 - December 2008
Robeco Investment Management March 1998 - August 2006
Bank of New York Mellon January 1990 - March 1998
Education
Salem State University
Bachelors, Accounting
UnitedHealth Group October 2014 - Present
Bank of New York Mellon May 2009 - October 2014
Cognizant Technology Solutions November 2005 - October 2014
Ameriprise Financial May 2007 - April 2009
Satyam October 2000 - November 2005
DST Innovis 2004 - 2005
CDS 1999 - 2000
AIMIL 1992 - 1997
Skills
SDLC, Oracle, Data Center, Project Management, Agile Methodologies, Business Analysis, Requirements Analysis, Software Project..., SOA, Big Data, Java, Requirements Gathering, Hadoop, PMP, Enterprise Software, Scalability, Java Enterprise Edition
Education
Sri Krishnadevaraya University 1990 — 1992
M.Sc, Instrumentation
Bank of New York Mellon April 2000 - Present
BNY Mellon 2000 - Present
Education
Rutgers, The State University of New Jersey-Newark 1971 — 1975
BA, French
Doug Sweet & Associates, Inc. July 2001 - Present
Bank of New York Mellon September 2006 - August 2012
Leadership Shelby County June 2010 - June 2011
Skills
Asset Management, Banking, Budgets, Continuous Improvement, Customer Service, Event Planning, Fundraising, Leadership, Management, Manufacturing, Microsoft Excel, Microsoft Office, Microsoft Word, New Business Development, Non-profits, Nonprofits, Process Engineering, Process Improvement, Product Development, Project Management, Public Speaking, Sales Management, Strategic Planning, Team Building, PowerPoint
Education
St. Petersburg College
Bank of New York Mellon April 2005 - Present
State Street Bank 1998 - 2005
First Data Corporation 1991 - 1998
Skills
Equities, Securities, Fixed Income, Business Analysis, Mutual Funds
Education
Salem State College 1992 — 1995
MBA, Business Administration
University of Massachusetts, Amherst 1986 — 1991
BS, HRTA
Bank of New York Mellon November 2007 - Present
Education
St. John's University, The Peter J. Tobin College of Business 2005 — 2009
MK Tax & Accounting Services 2015 - Present
Cartus May 2005 - January 2015
H&R Block August 2004 - April 2006
Bank of New York Mellon February 2000 - June 2004
Skills
Income Tax, Tax, Accounting, General Ledger, Auditing, Financial Reporting, Finance, Financial Analysis, Internal Audit, Financial Modeling, PeopleSoft
Education
Sacred Heart University 2002 — 2004
MBA, International Business
Sacred Heart University 1997 — 2001
BA, Finance
Bank of New York Mellon 2010 - Present
Bloomberg October 2009 - October 2010
Standard & Poor's February 2006 - September 2009
McGraw-Hill November 2005 - February 2006
Amdocs May 2003 - November 2005
Skills
Java Enterprise Edition, Agile Methodologies, Project Management, Spring, Hibernate, SOA, Weblogic, JMS, RESTful WebServices, Oracle, Business Objects
Education
Project Management Institute 2010 — 2011
PMP, Project Management
Sri Venkateswara University 1997 — 1999
M.Sc Computer Science, Computer Science
Johnson Bank April 2014 - Present
Bank of New York Mellon September 2009 - December 2013
J.P. Morgan Private Wealth Manangement August 2006 - December 2008
Chase Insurance October 2005 - August 2006
Northwestern Mutual Investment Services August 2004 - April 2005
Northwestern Mutual April 2004 - August 2004
BNY Clearing Corp.-EVEREN Clearing Corp-Kemper Corp. November 1988 - November 2003
Skills
Finance, Strategic Planning, Training, Leadership, Portfolio Management, Investments, Project Management, Auditing, Mutual Funds, Management, Securities
Education
Milwaukee Area Technical College
Coursework, Business Administration
Università degli Studi di Roma 'La Sapienza'
Lettere Orientali, Associate
US Banccorp March 2014 - Present
Deutsche Asset Management October 2010 - March 2014
Bank of New York Mellon June 2010 - October 2011
JPMorgan Chase March 2007 - December 2009
Skills
Equities, Investments, Mortgage Lending, Trading, Options, FX Options, Finance, Mutual Funds, Fixed Income, Bloomberg, Analysis, Financial Markets, Derivatives, Financial Services, Hedge Funds, Portfolio Management
Education
Peter J. Tobin College of Business 2002 — 2007
BS, Finance
St. John's University 2002 — 2007
Bachelor of Science, Finance Major
St. John's University, The Peter J. Tobin College of Business 2002 — 2006
BS, Finance
Bank of New York Mellon Project ManagementBNY Mellon2002 - Present
State Street 1970 - 1993
Skills
Global Custody, Financial Services, SDLC, Fixed Income, Equities, Securities, Risk Management, Product Management, Business Analysis, Mutual Funds, Requirements Analysis, Portfolio Management
Education
Simmons College 1983 — 1985
BS, Business
Suffolk University - Sawyer Business School
MBA
AIG April 2013 - Present
Monster Worldwide December 2007 - April 2013
Bank of New York Mellon July 2001 - December 2007
Bankers Trust/Deutsche Bank 1996 - 2001
Skills
Auditing, Enterprise Risk..., Financial Reporting, Accounting, Financial Risk, Sarbanes-Oxley Act, Financial Analysis, Operational Risk..., Finance, Due Diligence, IT Audit, Risk Assessment, Financial Audits, GAAP, Banking
Education
St. Francis College 1969 — 1973
BS, Accounting
St Francis College Brooklyn, New York
St Francis College Brooklyn, New York BS Accounting, Accounting
Bank of New York Mellon April 2006 - Present
Education
Shaw University 1993 — 1997
mass communications
Citi November 2010 - Present
ILM a Division of First National Bank of Chester County February 2010 - November 2010
Home Savings of America October 2009 - December 2009
SCMC February 2009 - October 2009
EverBank February 2007 - February 2009
Bank of New York Mellon January 2000 - February 2007
Skills
Loans, Mortgage Lending, Loan Origination, Mortgage Banking, Banking, Residential Mortgages, Real Estate, Commercial Mortgages, Investments, First Time Home Buyers, Loan Servicing, Credit Analysis, FHA, Mortgage Underwriting, Finance, Investment Properties, Relationship Management, Underwriting, Sales, Leadership, Credit, Management, Real Estate Financing, Negotiation, Sales Management, FHA financing, Commercial Lending, Training, Refinance, VA loans, Portfolio Management, Construction Loans, Consumer Lending
Education
Slippery Rock University of Pennsylvania 1991 — 1995
Bachelor, Management, Marketing
Sparta high school
JPMorgan Chase & Co. June 2015 - Present
Broadridge Financial Solutions October 2013 - June 2014
Bank of New York Mellon March 2011 - December 2012
Bank of New York Mellon April 2007 - April 2010
Bowne Business Communications June 1998 - April 2007
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Lotus Notes, Corporate Actions, Financial Services, Quality Control, Outlook, Bloomberg, Fixed Income, Securities, Credit, Account Reconciliation, DTC, Mutual Funds, Bonds, Portfolio Management, Back Office, Asset Management, Global Custody, Settlement, Relationship Management, Fund Accounting, Options, Derivatives, Financial Markets, Banking
Education
Rutgers, The State University of New Jersey-Newark 1994 — 1998
BS, Marketing
Saint Dominc Academy
Shell Trading January 2008 - Present
Bank of New York Mellon August 2007 - December 2007
Bernstein Global Wealth Management February 2006 - August 2007
Bank One January 2002 - March 2003
Education
Southwestern University 1997 — 2001
BA, Finance
STV April 2015 - June 2015
Jackson Hewitt Tax Service Inc. January 2015 - April 2015
Bonelli & Associates December 2014 - April 2015
New York Life Insurance Company November 2013 - September 2014
BNY Mellon February 2010 - October 2013
H&R Block 2011 - 2013
Bank of New York Mellon June 2008 - December 2009
Bank of New York Mellon December 2006 - December 2009
Bank of New York Mellon December 2006 - June 2008
Deutsche Asset Management April 2000 - April 2005
Skills
Equities, Portfolio Management, Account Reconciliation, Accounting, Fixed Income, Bloomberg, Mutual Funds, Financial Services, Trading, Cash Flow, Options, Tax, Software Documentation
Education
St. John's University 1993 — 1996
M. B. A, Accounting, 3.44 GPA
Saint John's University 1992 — 1996
MBA, Accounting
S.U.N.Y. @ BUFFALO 1981 — 1984
B.S, Business Administration
General Douglass MacArthur High School 1976 — 1979
Regents Diploma, Various
Abbot Downing October 2012 - Present
Bank of America July 2006 - October 2012
Bank of New York Mellon 1992 - 2006
Skills
Asset Managment, Investments, Equities, Asset Allocation, Investment Management, Alternative Investments, Mutual Funds, Hedge Funds, Investment Strategies, Wealth Management, Financial Services, Strategic Financial..., Wealth, Strategy, Private Equity, Asset Management, Portfolio Management, Fixed Income, Management, Financial Planning
Education
St. Lawrence University 1988 — 1991
EcoHealth Alliance July 2014 - Present
The Bank of New York Mellon November 2009 - June 2014
Bank of New York Mellon July 2008 - October 2009
Skills
Fund Accounting, Fixed Income, Accruals, Microsoft Excel, Bonds, Financial Analysis, Investments, NAV, Budgets
Education
Siena College 2004 — 2008
B.S. Finance
Bank of New York Mellon March 2012 - November 2012
Bank of New York Mellon (formerly PNC Global Investment Servicing) April 2002 - March 2012
PNC Global Investment Servicing August 1995 - April 2002
PNC Trust Company of New York April 1989 - August 1995
PNC Trust Company of New York March 1986 - April 1989
Skills
Financial Reporting, Forecasting, Financial Planning, Financial Management, Budgeting, Financial Analysis, Accounting, Excel, Accounts Payable, General Ledger, Strategic Financial..., Internal Controls, Managerial Finance, Financial Modeling, Finance, Variance Analysis, Budgets, Microsoft Excel, Accounts Receivable, Software Documentation, Auditing, PeopleSoft, Invoicing, Sarbanes-Oxley Act, Journal Entries, Banking, Cost Accounting, Analysis, Cash Management, Corporate Finance, Account Reconciliation, Management, Financial Services, Financial Statements
Education
St. John's University
Advanced Professional Certificate, Accounting - Controllership
St. John's University
MBA, Finance
St. Francis College
BS, Business Management
Jackson Family Wines February 2014 - Present
Jackson Family Wines May 2013 - February 2014
Jackson Family Wines May 2011 - April 2013
Bank of New York Mellon December 2008 - February 2011
PNC Global Investment Servicing December 2008 - July 2010
Commerce Bank July 2004 - January 2007
Skills
Customer Service, Inventory Management, Project Management, PowerPoint, Retail, Microsoft Office, Logistics, Customer Relations, Excel, Sales Support, Outlook, Teamwork, Operations Management, Time Management, Microsoft Excel, Team Building, Order Fulfillment, Retail Banking, Transaction Processing, Export Documentation, JD Edwards, Banking, Lotus Notes, Word, IT Hardware Support, Employee Training, Asset Allocation, International Shipping, Communication Skills, Wine Tasting, Analysis, Wine, Process Improvement, Training, Finance, Communication, Microsoft Word
Education
Saint Joseph's University 2004 — 2009
Bachelor of Arts, Economics, Fine and Performing Arts
Napa Valley College
Viticulture and Enology
Bank of New York Mellon February 2005 - February 2010
Merrill Lynch November 2001 - February 2005
Grant Thornton LLP June 1999 - June 2001
Education
Rutgers University-New Brunswick 1996 — 1999
BA, economics with focus in accounting
The Bank of Tokyo June 2013 - Present
BANK OF NY MELLON / COMPUTER NETWORK SOLUTIONS June 2009 - June 2010
Bank of New York Mellon 1998 - 2010
PERSHING / DELTA COMPUTEC INC February 2003 - February 2005
DLJDIRECT / DELTA COMPUTEC INC January 1997 - January 2003
GOLDMAN SACHS / DELTA COMPUTEC INC January 1995 - January 1997
Skills
Windows Server, Servers, VMware, VMware ESX, Troubleshooting, Citrix, Operating Systems, Networking, Software Documentation, Visio, SAN, Software Installation, Help Desk Support
Education
Somerset County College 1983 — 1985
AAS, Electronics Technology
Somerset County Technical Institute 1983 — 1985
Certificate, Electronics
Somerset County Technology Institute 1983 — 1985
PNC May 2015 - Present
Bank of New York Mellon October 2007 - June 2014
Skills
Management, Customer Service, Equities, Banking, Securities, Financial Services, Asset Management, Global Custody, Fixed Income, Sales, Budgets, Team Leadership
Education
Slippery Rock University of Pennsylvania 1998 — 2002
Resort/Recreation Management, Secondary Education, Business
BNY Mellon Wealth Management February 2011 - Present
Bank of New York Mellon 2005 - 2011
New York Life Trust Company 2004 - 2005
Morgan Stanley Trust 2000 - 2002
Skills
Personal Trust..., Fiduciary Services
Education
Seton Hall University School of Law 1995 — 1998
Juris Doctor
Hampton University, Hampton, VA 1990 — 1994
Bachelor of Arts, Political Science
Vega Capital Group April 2011 - Present
Bank of New York Mellon 2004 - 2010
Thomas Wanket CPA 2003 - 2004
Merrill Lynch Trust Company 2000 - 2002
Charles Raven Capital Management 2000 - 2000
The Industrial Bank of Japan 1993 - 2000
Education
Sophia University
BA, German Language
Elite Sport Services LLC April 2015 - Present
USA Water Polo 2011 - May 2015
Bank of New York Mellon May 2006 - January 2012
Merrill Lynch January 2005 - May 2005
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Customer Service, Event Planning, Financial Reporting, Valuation, PowerPoint, Microsoft Word, Asset Management, Budgets, Management, Nonprofits, Accounting, QuickBooks, Finance, Leadership, Sports Management, Fund Accounting, Asset Managment, Hedge Funds, Non-profit..., Events Coordination, Sports, Sports Coaching, Sports Marketing, Non-profit Leadership, Growth Strategies
Education
St. Francis College 2001 — 2005
BS, Management
Lake Brantley High School 1997 — 2001
Stutman Treister & Glatt September 2011 - August 2014
Xceed Financial Credit Union March 2011 - August 2011
EngTech International - 北京市东城区安定门京宝大厦308室 October 2010 - February 2011
Bank of New York Mellon August 2004 - September 2010
Motown Records April 1999 - August 2003
Absolute Entertainment - Al B. Sure 2002 - 2003
Law Offices January 1990 - July 1999
Skills
Administrative..., Access, Management, Customer Service, Process Scheduler, Strategy, Policy, Accounting, Software Documentation, Project Management, Public Speaking, Outlook, Human Resources, Training, Employee Relations, Analysis, Recruiting, Contract Negotiation, Administration, Process Improvement, Time Management, Budgets, Team Leadership, Microsoft Excel, System Administration, Microsoft Word, Risk Management, Team Building, Leadership, Vendor Management, PowerPoint, Supervisory Skills, Event Planning, Customer Satisfaction, Coaching
Education
San Antonio College
n/a
Bank of New York Mellon 2007 - 2010
Data Industries 2005 - 2007
Citigroup 2003 - 2005
Skills
Program Management, USA PATRIOT Act, Cold Calling, Vendor Management, KYC, Securities, Banking, OFAC, Financial Services, AML, Equities, Hedge Funds, Financial Risk, Anti Money Laundering, Business Analysis, Microsoft Excel, Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 1999 — 2003
Marketing
JPMorgan Chase April 2013 - Present
eFront January 2012 - April 2013
Citigroup September 2008 - December 2011
JP Morgan Chase October 2006 - August 2008
Bank of New York Mellon January 2006 - October 2006
Skills
Hedge Funds, Valuation, Private Equity, Equities, Alternative Investments, Financial Services, Analysis, Accounting, Auditing, Mutual Funds, Account Reconciliation, Portfolio Management
Education
Saint John's University - Peter J. Tobin College of Business 2001 — 2005
Bachelor of Science, Finance
KPMG September 2015 - Present
KPMG July 2014 - Present
BD March 2013 - July 2014
Societe Generale June 2012 - January 2013
Sony October 2011 - May 2012
Bank of New York Mellon June 2011 - August 2011
Skills
Information Security, IT Risk Management, Risk Assessment, ITIL, Risk Management, Information Technology, Program Management, Security, Windows, Information Security..., SharePoint, IT Audit, Vendor Management, Data Security, Disaster Recovery
Education
Seton Hall University 2008 — 2012
Bachelor's Degree, Information Technology Management
Union Catholic Regional High School
CIGNA Tel-Drug July 2012 - Present
Bank of New York Mellon August 2011 - May 2012
Philadelphia County Assistance 2009 - 2010
Nutrisystem 2008 - 2009
Recordtrak 2008 - 2008
Taylor, Bean & Whitaker May 2007 - July 2007
Advanta 2007 - 2007
Pearle Vision 2005 - 2007
Wachovia 2004 - 2005
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Team Building, Sales Management, Sales, Coaching, Negotiation, Social Media, New Business Development, Public Speaking, Outlook, Budget, Project Management, Marketing, Marketing Strategy, Account Management, Time Management, Management
Education
St. Joseph's University 2012 — 2012
Master's, Health/Health Care Administration/Management
Chestnut Hill College 1999 — 2003
Bachelor's degree, Business Administration and Management, General
BNY Mellon July 2012 - Present
Bank of New York Mellon 1987 - 2011
Education
Salem State University 1992 — 1994
Master of Business Administration (MBA)
Suffolk University 1981 — 1985
BS, Business Management
Bank of New York Mellon June 2005 - July 2010
Education
Saint Leo University 2007 — 2009
Associates Degree, Liberal Arts
Bank of New York Mellon 1987 - 2010
Wells Fargo April 1997 - February 2002
Skills
Equities, Fixed Income, Bloomberg, Portfolio Management, Derivatives, Financial Analysis, Hedge Funds, Capital Markets, Series 7, Wealth Management
Education
Southern University at New Orleans
I did not finish
BNY Mellon November 2012 - October 2014
Bank of New York Mellon 1997 - 2012
Morgan Stanley Smith Barney October 1987 - October 1997
Skills
Business Analysis, Project Management, Systems Analysis, Software Development, Data Analysis, Requirements Analysis, MS Project, Process Improvement, IT Strategy, Analysis, Business Process, Business Process..., Requirements Gathering, Testing, Project Delivery, Software Documentation, SDLC, Business Development, Business Intelligence, Financial Analysis, Cross-functional Team..., DB2, Financial Services, IT Management, Microsoft Project, Program Management, SQL
Education
Saint John's University - Peter J. Tobin College of Business 1977 — 1981
Bachelor of Science (BS), Accounting