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
First Entertainment Credit Union May 2014 - Present
Direct Energy February 2012 - August 2013
Bank of New York Mellon September 2010 - February 2012
Texas Workforce Commission July 2009 - August 2010
Veristic Technologies July 2006 - October 2007
Mercer HR Services April 2005 - July 2006
Time Warner Cable 2001 - 2005
Skills
Financial Analysis, Analysis, Financial Modeling, Process Improvement, Business Analysis, PeopleSoft, Data Analysis, Finance, Risk Management, Access, Strategic Planning, Project Management, Microsoft Excel, Accounting, Budgets, Business Process..., Forecasting, Change Management, Microsoft Office, Performance Management, Management, Financial Reporting, Corporate Finance, Project Planning, Team Leadership, Training, Business Planning, Strategic Financial..., Business Intelligence, Cross-functional Team..., Strategy, Time Management, Business Development, Leadership, SAP, Commodity Markets, Valuation
Education
Tulane University - A.B. Freeman School of Business 2009 — 2010
Masters
The University of Texas at Austin
BA
Babalu Restaraunt & Lounge/ The RMM Group/ The Cristian Rivera Foundation 2010 - Present
Salt River Project June 2010 - July 2010
Bank of New York Mellon May 2008 - February 2009
Heller Ehrman February 2005 - January 2008
Skills
PowerPoint, Outlook, Microsoft Word, Public Relations, Non-profits, Fundraising, Microsoft Excel, Event Planning, Budgets, Research, Microsoft Office, Public Speaking, Customer Service, Recruiting, Accounting, Training, Access, Management, Event Management, CRM, Salesforce.com, TigerPaw, Mac OS, Keynote, QuickBooks, Peachtree
Education
SUNY Brockport 2012 — 2013
Bachelor of Arts (B.A.), Public Relations/Image Management, 3.53
Saint John's University
Bachelor of Science (B.S.)/ Juris Doctor (J.D) Dual Program, Public Relations, Advertising, and Applied Communication
Pearson eCollege June 2013 - Present
Western Union December 2012 - June 2013
Western Union August 2011 - December 2012
MoneyGram International November 2009 - March 2012
Bank of New York Mellon February 2009 - May 2009
Davidson Automotive Group December 2005 - August 2007
Precision Wash July 2005 - December 2005
AXA Equitable January 2003 - June 2005
Seaboard Atlantic May 2002 - January 2003
Skills
Business Analysis, Business Strategy, Data Analysis, Project Management, Process Improvement, Management, Microsoft Excel, Risk Management, Strategic Financial..., Securities, Managerial Finance, Financial Accounting, Financial Statements, Customer Service, Finance, Accounting, Analysis, Strategy
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2009
MBA, Accounting
Syracuse University 1998 — 2002
Bachelor of Science, General Management
Nassau University Medical Center May 2012 - Present
Bank of New York Mellon December 2008 - May 2012
Dell October 2008 - November 2008
United States Marine Corps October 2007 - March 2008
Skills
Windows, Active Directory, Troubleshooting, Windows 7, C++, Java, CCNA, Lua, Visio, Lotus Notes, Microsoft Office, SQL, SharePoint, Project Management, Business Analysis, Outlook, Software Documentation, Disaster Recovery, XP, Microsoft SQL Server, Microsoft Excel, Databases, Data Analysis, Marketing Communications
Education
Stony Brook University 2002 — 2006
Bachelor, Bio-Chemistry
Brooklyn Technical High School 1998 — 2002
GED, Computer Science
Bosch North America January 2014 - Present
BNY Mellon September 2012 - January 2014
BNY Mellon June 2011 - August 2012
Bank of New York Mellon January 2009 - May 2011
BNY Mellon September 2007 - January 2009
Skills
Fund Accounting, Financial Reporting, Account Reconciliation, Financial Analysis, Accounting, Financial Accounting, General Ledger, SEC filings, Cash Management, Bank Reconciliation, Financial Statements, Pivot Tables, Hyperion Enterprise, Sarbanes-Oxley Act, US GAAP, Microsoft Excel, Auditing, Finance, SAP
Education
University of Massachusetts Boston 2011 — 2013
Master of Business Administration (MBA), Accounting, 3.5
Suffolk University 2003 — 2007
BSBA, Accounting
Winthrop high school 1999 — 2003
Comcast July 2015 - Present
Comcast February 2012 - July 2015
Magellan Search Group July 2011 - February 2012
iPRAXIS January 2011 - May 2011
Bank of New York Mellon June 2010 - August 2010
PNC Global Investment Servicing, Inc. October 2007 - July 2009
Allied Mortgage Group December 2005 - March 2007
Susquehanna Bank October 2004 - October 2005
Skills
Financial Analysis, Financial Modeling, Excel, Capital Budgeting, Budget Reconciliation, Budget Monitoring, Data Analysis, Data Modeling, Forecasting, Management Consulting, Management, Leadership, Microsoft Excel, Strategy, Budgets, Accounting, Finance, Process Improvement, Analysis
Education
Temple University - Fox School of Business and Management 2009 — 2011
MBA
Villanova University 2000 — 2004
Bachelors
Bank of New York Mellon June 1998 - December 2013
JPMorgan Chase February 1991 - June 1998
Skills
Trading Systems, Equities, Derivatives, Capital Markets, Credit Derivatives, Electronic Trading, Fixed Income, Equity Derivatives, Linux, Bash, Unix Shell Scripting, Securities, Business Analysis, Financial Markets, Swaps, Vendor Management, Risk Management, Databases, Analysis, SDLC, Financial Services
Education
Pace University 2015 — 2015
Linux System Administration I
Syracuse University 1987 — 1989
Computer Science
State University of New York at Stony Brook 1983 — 1987
B.S., Applied Math and Statistics
Stuyvesant High School 1980 — 1983
Amazon Web Services August 2014 - Present
Bluewolf April 2014 - August 2014
Bluewolf August 2012 - April 2014
Bluewolf June 2011 - July 2012
Bank of New York Mellon September 2010 - March 2012
Bank of New York Mellon January 2007 - August 2010
Skills
Bloomberg, Salesforce.com, CRM, Project Management, Consultancy, Technology..., CRM software, Trust Services, CDO, Client Service, Cash Management, Securities, Leadership, Portfolio Management, Business Process, Banking, Financial Services, Consulting
Education
Texas State University-San Marcos 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
EY August 2013 - Present
JPMorgan Chase June 2012 - August 2012
Syracuse University January 2010 - April 2011
Bank of New York Mellon July 2009 - August 2009
Bank of America July 2008 - August 2008
Skills
Microsoft Office, PowerPoint, Minitab, Customer Service, Retail, Oracle Portal, IBM Mainframe, Microsoft Excel, Fundraising, Social Media, Public Speaking, Microsoft Word, Teamwork
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science, Finance and Marketing with a Minor in Global Enterprise Technology
Boston Latin Academy 2003 — 2009
Independent Trader September 2012 - Present
The Anthem Group July 2010 - August 2012
Independent Trader January 2007 - January 2009
Bear Wagner Specialists March 2000 - July 2006
Bank of New York Mellon July 1998 - March 2000
Skills
Loanet, DTC, Bloomberg Terminal, Equilend, SmartTrack, Global One, Bear Stern's Electronic..., Outlook, MS Office, MS Word, Excel, Powerpoint, Securities Lending,...
Education
Syracuse University 1993 — 1998
Bachelor of Science (B.S.), Finance, 3.0 in major
Bank of New York Mellon November 2013 - Present
Service Corporation International May 2013 - August 2013
Colbert/Ball Tax Service January 2013 - April 2013
Texas Southern University May 2011 - May 2012
Texas Southern University September 2010 - May 2011
Small Business Resource Centre August 2008 - September 2010
Texas Southern University June 2010 - August 2010
The SpearHead Group June 2009 - August 2009
Zimmerman Medical Centre April 2006 - April 2007
Skills
Microsoft Excel, Customer Service, PowerPoint, People Skills, Auditing, Price, Accounting, Analysis, Access, Elements of business..., In depth knowledge of..., Innovative, excellent..., Excellent research,..., Proficient in Ms Word,..., Quick Books, Proven record of..., Exceptional..., Demonstrated..., Tax Preparation, Tax Accounting, Tax Returns, Income Tax, Financial Accounting, Financial Reporting, Business Planning, Budgets, Leadership, Payroll
Education
Texas Southern University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.69
Starehe Boys' Centre and School 2004 — 2007
High School Diploma, Business Administration and Management, General
Bank of New York Mellon June 2015 - Present
Credit Suisse November 2010 - June 2015
Bridgewater Associates March 2010 - November 2010
Symantec October 2004 - March 2010
Sumitomo Mitsui Banking Corporation August 2004 - October 2004
Credit Suisse August 2003 - August 2004
Katonah Systems, LLC January 2001 - August 2003
Credit Suisse February 2000 - January 2001
Credit Suisse January 1999 - February 2000
Credit Suisse October 1995 - December 1999
Skills
Cloud Computing, IT Strategy, Product Management, IT Service Management, Integration, SaaS, Leadership, Enterprise Architecture, Enterprise Software, Software Development, Data Center, Business Process, ITIL, Business Strategy, Vendor Management, Agile Methodologies, Telecommunications, Strategy, Equities, Management, Virtualization, Program Management, Project Management, Strategic Planning, Go-to-market Strategy, Business Analysis, Disaster Recovery, Governance, Infrastructure
Education
Swarthmore College 1983 — 1988
BA, Religion, Psychology
Square Roots Kitchen May 2014 - Present
DownBeats July 2012 - Present
Grosvenor Capital Management April 2008 - November 2012
Grosvenor Capital Management August 2007 - April 2008
Bank of New York Mellon June 2006 - August 2007
Skills
Entrepreneurship, Financial Modeling, Strategy, Financial Analysis, Portfolio Management, Hedge Funds, Equities, Valuation, Finance, Corporate Finance, Equity Valuation, Business Strategy, Microsoft Excel, Project Management, Negotiation, Risk Analytics, Start-ups
Education
The University of Chicago - Booth School of Business 2008 — 2011
MBA, Entrepreneurship, Analytic Finance, and Economics
University of Central Florida 2002 — 2005
BSBA, Finance
Vree Health June 2012 - Present
Alexandria Township January 2010 - 2014
BrownSavano Direct Capital Partners 2012 - 2012
Bank of New York Mellon 2011 - 2011
IHS Jane's 2009 - 2010
Johns Hopkins University 2007 - 2009
Hudson Institute January 2008 - June 2008
National Hockey League 2008 - 2008
Merrill Lynch June 2007 - August 2007
Hopkins Student Enterprises 2006 - 2007
Skills
Business Development, Consulting, Data Analysis, Economics, Financial Modeling, Healthcare, Investments, Management, Research, Strategic Planning, Strategy, Business Analysis, Market Research, Leadership, Analysis, Risk Management
Education
The Johns Hopkins University
Bachelor of Arts, Political Science
The Johns Hopkins University - Carey Business School
MBA, Finance
Mellon Capital Management July 2009 - Present
BNY Mellon Asset Management 2005 - Present
Bank of New York Mellon January 2006 - July 2009
Skills
Financial Modeling, Fixed Income, Asset Management, Finance, Financial Analysis, Asset Managment, Hedge Funds, Alternative Investments, Equities
Education
The University of Hull 1985 — 1988
Bachelor of Science, Economics
Advent Software April 2012 - Present
Gage Gorman Inc January 2008 - April 2012
Ares Management LLC March 2009 - March 2012
Key Performance Ideas, Inc June 2007 - March 2009
Western Asset Management Co. March 2005 - June 2007
Bank of New York Mellon May 2003 - March 2005
K.C.M. Asset Management Co. February 2000 - May 2003
Stetson University 1999 - 2003
Millers Supervalu Foods November 1996 - September 1999
Skills
Fixed Income, Hedge Funds, Mutual Funds, Investments, Bloomberg, Equities, Derivatives, Project Management, Strategic Planning, Mergers & Acquisitions, Asset Management, Financial Services, Accounting, Business Process..., Financial Modeling, Start-ups, CRM, Software Development, Capital Markets, Scrum, Agile Methodologies, Friendly Personality, Strategic Financial..., SharePoint, Unix, Sarbanes-Oxley Act, Essbase, Axys, QuickBooks, Hyperion Planning, Agile Project Management, Situational Leadership, Leadership Development, Salesforce.com, User Experience, Product Development, Strategic Leadership, Advent Geneva, Requirement..., JIRA, Markit Wall Street..., Rally Software, User Interface Design, SDLC, Change Management, Team Building
Education
UCLA 2009 — 2010
Accounting
Stetson University 1999 — 2003
Bachelor's Degree, Finance
CLS Bank International March 2012 - Present
Credit Suisse January 2001 - March 2012
DLJ April 1999 - January 2001
The A Consulting Team February 1998 - April 1999
Bank of New York Mellon July 1993 - February 1998
Education
State University of New York College at Brockport 1988 — 1992
BS, Computer Science, Math
Bank of America March 2011 - Present
Bank of America October 2010 - March 2011
Bank of America March 2007 - October 2010
Bank of America August 2004 - February 2007
Fleet Bank January 1998 - July 2004
Bank of New York Mellon June 1989 - July 1992
Skills
Banking, Call Center, Customer Experience, Retail Banking, Customer Service
Education
The Sage Colleges-Sage Graduate School 1994 — 1997
MBA, Management, Finance
State University of New York College at Geneseo 1985 — 1989
BS, Management, Marketing
The Clearing House 2010 - Present
Bank of New York Mellon 2007 - 2009
Bank of New York Mellon 2002 - 2007
IBM 2000 - 2001
ChaseMellon Financial Group 1997 - 2000
Chase Manhattan Corporation 1989 - 1997
Skills
Financial Analysis, Strategy, Forecasting, Analysis, Start-ups, Due Diligence, Product Management, Management, Investments, Financial Services, Executive Management, Business Planning, Budgets, Strategic Planning, Cash Management, Product Development, Mergers & Acquisitions, Finance, Banking, Performance Management, Vendor Management, Business Analysis
Education
Stony Brook University
BA, Liberal Arts, Business Minor
Barclays Wealth and Investment Management 2015 - Present
Bank of New York Mellon 2006 - 2014
Morgan Stanley 1999 - 2006
JPMorgan Chase 1993 - 1999
Skills
Investments, Equities, Fixed Income, Mutual Funds, Alternative Investments, Risk Management, Investment Strategies, Asset Allocation, Asset Managment, Financial Advisory, Financial Services, Relationship Management, Client Service Oriented, Finance, Wealth Management, Client Services, Asset Management, Capital Markets
Education
State University of New York Institute of Technology at Utica/Rome
BS, Management and Finance
Keller Williams Realty 2010 - Present
Colonial Gardens Retirement Community 2011 - 2012
Bank of New York Mellon 2009 - 2009
State Street Global Advisors 2007 - 2008
Mass Financial Services 2006 - 2006
State of Massachusetts 2005 - 2006
Fidelity Investments 2001 - 2004
Skills
First Time Home Buyers, Real Estate, Sellers, Buyer Representation, Property, Business Analysis, QA Software Testing, QA Engineering, Marketing, Management, Seniors, Single Family Homes, New Home Sales, Condos, Real Estate Development, Sales, Requirements Gathering, Testing, Financial Services, Healthcare, Agile Methodologies, SDLC, Software Development, User Acceptance Testing
Education
Suffolk University 1976 — 1978
BSBA, Business
Bunker Hill Community College 1974 — 1976
Associate of Science (AS), Business Administration and Management, General
Shell June 2015 - Present
Shell February 2015 - June 2015
Sysco January 2015 - February 2015
MyComputerCareer October 2014 - February 2015
Encompass Lending Group January 2013 - September 2013
Woodway Financial Advisors May 2011 - January 2013
Woodway Financial Advisors August 2010 - May 2011
Bank of New York Mellon March 2009 - February 2010
Skills
IT Management, IT Solutions, Analysis, IP Networking, Wireless Networking, Virtualization, Server Administration, Microsoft Excel, Finance, Investments, Portfolio Management, Equities, Asset Management, Credit, Account Reconciliation, Mutual Funds
Education
Texas State University-San Marcos 2005 — 2008
BBA, Finance
My Computer Career 2014 — 2015
IT Certifications, Information Technology
IVG Hospitals June 2015 - Present
CacheNetworks March 2015 - Present
Consulting Projects July 2013 - Present
River Coyote Design February 2015 - Present
FluentHeart.com October 2013 - July 2015
Pony Oil November 2014 - April 2015
Kelly O'Neil International January 2014 - August 2014
The James & Valentine Company Inc. July 2013 - February 2014
Freddie Mac / Making Home Affordable-Compliance December 2009 - December 2012
Bank of New York Mellon April 2008 - December 2009
Skills
Project Management, Program Management, Project Portfolio..., Team Management, Program Implementation, Management, Process Optimization, Client Liaison, GoToMeeting, Dropbox, Central Desktop, Manage Client..., Google Docs, Media Buying, Marketing, Budgets, Infusionsoft, TeamworkPM, Instant Teleseminar, Customer Hub, Analysis, Finance, Auditing, Accounting, Risk Management, Access, Strategic Planning
Education
Suffolk University 1999 — 2003
Master of Science (MS), Accounting
Bank of New York Mellon July 2009 - Present
Cherokee County District Attorney's Office December 2008 - July 2009
Skills
Bloomberg, Portfolio Management, Financial Modeling, Asset Management
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Business Administration (B.B.A.), Non-Profit/Public/Organizational Management
The University of Texas at Austin 2004 — 2008
Bachelor of Arts (BA), Political Science and Government
Tower Group Companies September 2012 - Present
ODYSSEY REINSURANCE HOLDINGS 2011 - 2012
Bank of New York Mellon October 1999 - November 2010
Merrill Lynch Insurance Group 1987 - 1999
Skills
Account Management, Financial Risk, Financial Analysis, Reinsurance, Risk Management, Investment Accounting, SEC filings, US GAAP reporting, Regulatory Compliance, Financial Audits, Revenue Enhancement, Cost Savings Strategies, Streamlining Work..., Financial Accounting, Investment Software..., PAM for Securities, GL system SAP, Oracle General Ledger, Accounting, GAAP, Account Reconciliation, Budgets, Internal Audit
Education
State University of New York College at Old Westbury 1976 — 1979
BS, Accounting
MGM Resorts International December 2014 - Present
MGM Resorts International January 2014 - December 2014
SHFL entertainment August 2012 - December 2013
APEC Business Advisory Council February 2011 - November 2011
Bank of New York Mellon June 2011 - August 2011
Taylor Rafferty July 2007 - April 2009
NOVA Group Japan April 2005 - July 2007
Taylor Rafferty March 2001 - January 2005
Corporate Express September 2000 - January 2001
Skills
Capital Markets, Investor Relations, Press Releases, Japanese, Market Research, Customer Relations, Event Management, Microsoft Office
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA, Accounting and Finance
The Johns Hopkins University 1996 — 2000
BA, Economics
Orange County Comptroller April 2013 - Present
FIS Banking Solutions June 2008 - April 2013
Bank of New York Mellon April 2005 - June 2008
CICSA Co-Op Credit Union Ltd. June 2003 - December 2004
Skills
Accounting, Auditing, General Ledger, Microsoft Excel, Leadership, Consulting, Customer Service, Valuation, Management, Marketing, Research, Profit, Data Conversion, Mutual Funds, Investments, Banking, Sarbanes-Oxley Act, GAAP, Financial Analysis, Budgets, Financial Modeling, Process Improvement, Internal Audit, Internal Controls
Education
University of Miami - School of Business 2007 — 2009
MBA
Stetson University 1999 — 2001
BBA, Accounting
Morgan Stanley June 2013 - Present
Bank of New York Mellon May 2011 - March 2013
TD Bank 2010 - 2010
Bank of New York Mellon 1994 - 2009
Chase March 1991 - May 1994
Pan Am Airlines 1989 - 1991
Education
Stony Brook University 2009 — 2009
Moscow college of Civil Engeneering 1973 — 1977
BS, Civil Engeneering
BNP Paribas October 2013 - Present
Bank of America January 2009 - October 2013
Merrill Lynch April 2007 - January 2009
Bank of New York Mellon 2003 - 2007
Pershing 1995 - 2007
Credit Suisse First Boston 2001 - 2003
DLJ 1995 - 2001
Hoffmann LaRoche 1985 - 1995
Amerada Hess 1984 - 1985
Education
Stevens Institute of Technology 1990 — 1995
Master's, Technology Management
Stevens Institute of Technology 1980 — 1984
Bachelor's, Chemistry
Tuzzolino Investment Research LLC November 2013 - Present
Bank of New York Mellon August 2005 - August 2012
JP Morgan Chase / Banc One Investment Advisors Corporation January 2002 - January 2004
Banc One Investment Advisors Corporation January 1999 - January 2002
Longer Investments January 1999 - September 1999
Skills
Equity Research, Equities, Mutual Funds, Portfolio Management, Investments, Financial Modeling
Education
Syracuse University
Bachelor of Science, Marketing
University of Tulsa
Master of Business Administration, Finance
Advantage Fitness Products August 2014 - Present
Fitch Learning September 2013 - August 2014
Firebrand Marketing March 2013 - March 2014
OrderGroove, Inc. April 2013 - August 2013
Bank of New York Mellon March 2011 - April 2013
The Nielsen Company 2010 - March 2011
JP Morgan Chase June 2009 - August 2009
Fisher College of Business August 2008 - May 2009
PricewaterhouseCoopers January 2008 - March 2008
Skills
Individualization, Private Wealth..., Consumer Insights, Strategic Planning, Marketing Strategy, Business Strategy, Client Services, Customer Insight, Sales, Building Relationships, Financial Services, Relationship Management, CRM, Analytics, Market Research, Business Development, Market Analysis, Event Planning, Wealth Management..., Time Management, Lead Generation, Competitive Analysis, Relationship Building, Management, Training, Marketing, Leadership
Education
The Ohio State University 2005 — 2009
Bachelor of Science (BS)
The Ohio State University Fisher College of Business 2005 — 2009
Bachelor or Science in Business Administration, Finance
Santander Consumer USA Inc. August 2015 - Present
Beal Financial Corporation April 2013 - July 2015
Bank of New York Mellon September 2012 - March 2013
Center Coast Capital Advisors, LP May 2012 - August 2012
William C. Conner Educational Investment Fund August 2010 - May 2011
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Fixed Income, Analysis, Bloomberg, Portfolio Management, Mergers & Acquisitions, Trading, Finance, Investments, Equities, Equity Research, Team Leadership, Academic Achievement, Financial Reporting
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
BBA, Double Major in Accounting and Finance
University of Missouri-Saint Louis 2008 — 2008
BBA, Accounting and Finance
Bank of New York Mellon June 2012 - Present
Raymond James Financial Inc. September 2010 - June 2012
Skills
Financial Analysis, Securities, Process Improvement, Series 7, Finance, Bloomberg, Bonds, Budgets, Data Analysis, Financial Reporting, Sales, Sarbanes-Oxley Act, Financial Modeling, Microsoft Excel, Access, Microsoft Office, Leadership, Team Building, Customer Service, Marketing
Education
The University of Memphis 2012 — 2014
Master of Science (M.S.), Finance, General
The University of Memphis 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Crystorama Lighting October 2011 - Present
Kensington Company & Affiliates, Inc. December 1999 - February 2011
Dreyfus 1997 - 1999
Bank of New York Mellon April 1983 - May 1990
Education
State University of New York at Stony Brook
BA, Sociology
SS&C GlobeOp July 2015 - Present
Citco Fund Services July 2007 - Present
Bank of New York Mellon September 2004 - July 2007
Education
Syracuse University 2000 — 2004
Bachelor of Science, Dual Concentration in Accounting/Finance
BNY Mellon July 2013 - Present
Bank of New York Mellon October 2010 - July 2013
Morgan Stanley Smith Barney December 2009 - September 2010
BNY Mellon May 2005 - December 2009
Household Finance February 2004 - April 2005
Brown & Brown, Inc. 2002 - 2004
Skills
Investments, Banking, Customer Retention, Risk Management, Financial Services, Securities, Insurance, Finance, Process Improvement, Loans, Capital Markets, Accounting, Relationship Management, Credit Analysis, Investment Management, Mutual Funds
Education
State University of New York College at Oswego 1998 — 2002
Bachelors, Business Administration
Liverpool Highschool 1994 — 1997
Barclays July 2014 - Present
Bank of Tokyo-Mitsubishi UFJ May 2013 - July 2014
PSEG March 2012 - October 2012
Royal Bank of Scotland August 2008 - October 2011
Bank of New York Mellon October 2007 - May 2008
New York & Company 2005 - 2006
CompuForce 2004 - 2005
Skills
Intermediate Spanish, Macro, Lookups, Business Analysis, Fixed Income, Microsoft Excel, Outlook, Technical Support, Derivatives, XP, Microsoft Office, Commodity Markets, CDS, Natural Gas, sales support, trade support, Spanish, Trading, Sales Operations, Settlement, Bonds, Capital Markets, Equities, Windows XP
Education
Stony Brook University 1999 — 2003
Bachelor's, Business Management / Computer Science
Other
Foreign Language
Greenberg Advisors, LLC May 2015 - Present
Accenture November 2011 - May 2015
UBS February 2010 - November 2011
Royal Bank of Canada June 2009 - August 2009
Merrill Lynch June 2009 - August 2009
Bank of New York Mellon June 2008 - August 2008
Skills
Valuation, Financial Modeling, Wealth Management..., Bloomberg, Forecasting, Analysis, Leadership, Microsoft Excel
Education
The George Washington University - School of Business 2006 — 2010
Bachelor of Business Administration, Finance
The American University of Rome 2009 — 2009
Cushman & Wakefield March 2011 - Present
National Appraisal Partners March 2007 - March 2011
Bank of New York Mellon October 2006 - February 2007
JP Morgan Chase June 2006 - October 2006
Skills
Due Diligence, Real Estate, Disposition, Residential Homes, Leases
Education
Texas Christian University 2002 — 2006
Finance, Real Estate
The Wharton School August 2014 - Present
Google June 2015 - August 2015
American Express December 2011 - June 2014
Bank of America Merrill Lynch July 2010 - October 2011
Bank of New York Mellon June 2009 - June 2010
Lehman Brothers / Barclays Capital July 2008 - February 2009
Stony Brook University September 2007 - May 2008
Lehman Brothers May 2007 - July 2007
Skills
Tennis, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Mergers, New Business Development, Investment Banking, Non-profit Leadership, Credit Card Analytics, Mergers & Acquisitions, Analysis, Leadership, Business Development, Business Strategy, Strategic Partnerships, Business Case Modelling, Preparation of Business..., Benefit Cost Analysis, Mobile Payments, Mobile Commerce, E-commerce, DCF, Entrepreneurship, Finance, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Marketing, Management
State University of New York at Stony Brook 2004 — 2008
B.S., Business Management, Finance Concentration
Brooklyn Technical High School 2000 — 2004
Bio-Medical Major
Bank of New York Mellon May 2015 - Present
Patriot Bank September 2010 - April 2015
Wells Fargo Bank May 2007 - September 2010
Wells Fargo Bank May 2004 - May 2007
Skills
Banking, Retail Banking, Direct Sales, Retail Management, Credit, Sales Management, Loans, Microsoft Office, Customer Service, Cross Selling, Risk Management, Banking Operations, Customer Retention, Sales Presentations, Sales, Sales Management..., Personal Finance, Branch Banking, Banking Relationships, Business Development, Building Relationships, Networking, Client Rapport, Team Leadership, Commercial Banking, Portfolio Management, Core Banking, Store Management
Education
Texas A&M University 2004 — 2007
Bachelor of Science (B.S.), Agricultural Economics (Emphasis in Finance and Real Estate)
JPMorgan July 2011 - Present
GlobeOp Financial Services October 2002 - July 2011
Bank of New York Mellon September 2001 - September 2002
Skills
Hedge Funds, Bloomberg, Fund Accounting, Fund Administration, Alternative Investments, FX Options, Equities, Capital Markets, Financial Markets, Middle Office, Derivatives, Fund Of Funds, Fixed Income
Education
SUNY Stony Brook 2007 — 2009
MBA, Managment
SUNY Albany 1997 — 2001
BA, Economics
Marsh & McLennan Companies June 2015 - Present
Phoenix Project Management February 1991 - Present
eBay Enterprise September 2011 - April 2015
LifeCell Corporation July 2011 - September 2011
EMC November 2010 - June 2011
Bank of America January 2009 - September 2010
Merrill Lynch October 2006 - December 2008
Bank of New York Mellon May 2006 - October 2006
Express Scripts 1994 - 2004
Redback Networks May 2000 - February 2001
Skills
PMP, Program Management, Project Portfolio..., PMO, SDLC, Data Center, ITIL, Integration, Outsourcing, Project Management, MS Project, VMware, Project Planning, Management, SharePoint, Resource Management, Leadership, Analysis, Vendor Management, Pre-sales
Education
The George Washington University - School of Business 2004 — 2004
Advanced Master's Certificate, Project Management
Aspect Software April 2012 - Present
VitalChek Network, Inc. September 2011 - April 2012
HealthSpring Inc July 2010 - July 2011
Bank of New York Mellon August 2008 - July 2010
EFT Source Inc April 2004 - July 2008
Skills
Software Documentation, Software Engineering, Manual Testing, Software Installation, Software Configuration..., Microsoft SQL Server, Project Management, SQL, Troubleshooting, Systems Analysis, Microsoft Test Manager, Microsoft Team..., Active Directory, Databases, Integration, Data Mining, Technical Support, C#, Access, Mahout, Testing, Networking, ASP.NET, SSRS, Servers, Windows Server, Java, VB.NET, Business Analysis, Quality Assurance, Computer Hardware, Windows 7, Visio, XP, Disaster Recovery, SDLC, Analysis, MySQL, Windows, SharePoint, Web Applications, Security, Netbeans, Ubuntu 12.04, Relational Databases, IT Operations
Education
Tennessee State University 2007 — 2014
Bachelor of Science (B.S.), Computer Science
Glencliff High School 1999 — 2003
Lone Star College January 2015 - Present
Lone Star College September 2012 - Present
Bank of New York Mellon November 2006 - September 2012
Harris County Department of Education October 2004 - October 2006
Texas A&M University-Commerce June 2002 - May 2004
Skills
Access, Higher Education, Data Analysis, Microsoft Office, Public Speaking, Microsoft Excel, Research, Business Analysis, Customer Service, Project Management, Program Development, Software Documentation, Business Rules, Event Planning, Microsoft Word, PowerPoint, Business Process, Business Process..., Training
Education
Stephen F. Austin State University 2009 — 2012
Master of Education (M.Ed.), Education
Texas A&M University-Commerce 2005 — 2006
Master of Business Administration (M.B.A.), Business Admin
Texas A&M University-Commerce 2000 — 2004
Bachelor of Business Administration (B.B.A.), Management Information Systems
AvePoint November 2014 - Present
AvePoint January 2014 - October 2014
AvePoint May 2013 - December 2013
AvePoint March 2013 - May 2013
AvePoint November 2012 - February 2013
AvePoint August 2012 - October 2012
Hold My Coat Management February 2011 - October 2012
Alpha Epsilon Pi Fraternity, Syracuse University May 2011 - December 2011
Bank of New York Mellon May 2011 - August 2011
Children's Hospital of Pittsburgh Community Pediatrics May 2010 - August 2010
Skills
Troubleshooting, Project Management, Technical Support, WordPress, Social Media, SharePoint, Microsoft Office, Leadership, Enterprise Software, HTML, Microsoft Excel, Microsoft Word, Social Media Marketing, Microsoft PowerPoint, Microsoft Dynamics, PowerPoint, Information Technology, Microsoft Office..., DocAve, Governance, IT Compliance, IT Governance
Education
Syracuse University 2008 — 2012
B.S, Information Management and Technology
Millennium Partners February 2014 - Present
PwC September 2012 - February 2014
Goldman Sachs June 2011 - August 2011
Bank of New York Mellon December 2010 - February 2011
Skills
Financial Analysis, Valuation, Financial Modeling, Bloomberg, Bloomberg Terminal, Due Diligence, Microsoft Excel, Financial Reporting, Investments, Corporate Finance, Economics, PowerPoint, Capital Markets, CTAs, Hedge Funds
Education
The College of William and Mary - The Mason School of Business 2010 — 2012
BBA, Finance
William & Mary 2008 — 2012
BBA, Finance, Psychology
WU (Vienna University of Economics and Business) 2011 — 2011
BBA, Finance
Bank of New York Mellon May 2008 - Present
Jet Computer Center June 2005 - July 2006
Education
Syracuse University 2007 — 2008
Masters, Computer Science
Deloitte Consulting August 2012 - Present
Indians Baseball Insider January 2010 - Present
Beyond the Boxscore 2013 - 2014
Fisher College of Business August 2010 - June 2012
Next Capital Management July 2007 - July 2010
Bank of New York Mellon May 2006 - August 2006
Weber Associates May 2005 - August 2005
Skills
Management Consulting, Valuation, Business Strategy, Strategy, Entrepreneurship, Data Analysis, Strategic Planning, Social Media, Corporate Finance, Financial Analysis, Microsoft Office, Research, Analysis, Management, Start-ups, Financial Modeling, Finance, Mergers & Acquisitions, Due Diligence, Consulting, Project Management
Education
The Ohio State University Fisher College of Business 2010 — 2012
MBA, Strategy, Finance
University of Pennsylvania 2003 — 2007
B.A., Economics
Bank of New York Mellon May 2008 - Present
Lehman Brothers June 2007 - May 2008
CommVault September 2000 - September 2005
Education
The College of New Jersey 1987 — 1991
Business Management, Business
Rice Heard & Bigelow September 2013 - Present
Silver Bridge November 2007 - August 2013
Bank of New York Mellon July 2006 - October 2007
Skills
Asset Allocation, Valuation, Bloomberg, Mutual Funds, Investments
Education
Suffolk University 2008 — 2012
Master of Business Administration (MBA)
University of Massachusetts, Amherst 2001 — 2005
Bachelors, Finance
Bank of New York Mellon November 2010 - Present
Skills
Relationship Management
Education
The College of Wooster 1979 — 1983
MFR, PC September 2008 - June 2009
Bank of New York Mellon August 2007 - December 2007
Fairview Health Services August 1998 - June 2006
Park Nicollet Medical Center February 1990 - February 1996
Education
Texas Tech University
BS
University of St. Thomas - Opus College of Business
Masters, Finance and Accounting
Mellon FVP Compensation ManagerThe Bank of New York Mellon2001 - Present
Bank of New York Mellon 2000 - Present
Education
State University of New York College at Oneonta
Meritage Homes December 2013 - Present
Sentio Investments, LLC March 2012 - December 2013
CNL May 2011 - March 2012
The LGL Group, Inc. January 2010 - April 2011
Carr, Riggs & Ingram - CPAs and Advisors July 2008 - December 2009
Hilton Grand Vacations Company, LLC January 2008 - June 2008
Bank of New York Mellon August 2005 - December 2007
Skills
Sarbanes-Oxley Act, Financial Reporting, Auditing, Financial Statements, Financial Analysis, US GAAP, SEC filings, Financial Audits, Leadership, Accounting, Account Reconciliation, General Ledger, GAAP, Internal Controls, Accounts Receivable, QuickBooks, Forecasting
Education
Stetson University 2009 — 2011
Master of Science, Accounting
University of Central Florida 2004 — 2008
Bachelor of Science, Accounting and Finance (Double major)
National Guard Bureau October 2012 - Present
BNY Mellon June 2011 - September 2012
Bank of New York Mellon August 2007 - June 2011
Citi 2004 - 2007
Skills
Leadership, Equities, Fixed Income, Mutual Funds, Banking, Investments, Financial Analysis, Portfolio Management, Bloomberg, Derivatives, Asset Management, Securities, Financial Services, Financial Modeling, Hedge Funds
Education
Ohio State
Bachelor of Arts (B.A.), Economics/Political Science
Webster University
Master's Degree, Finance
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 October 2007 - Present
Education
Temple University - Fox School of Business and Management 2002 — 2007
Bank of New York Mellon May 2007 - Present
Skills
Financial Reporting, Bloomberg, Internal Controls, Account Reconciliation, Financial Analysis, Accounting
Education
Stockton University 2000 — 2005
Peapack-Gladstone Bank January 2009 - Present
Wachovia/Wells Fargo April 2006 - January 2009
New York Life Trust Company, FSB 2002 - 2006
MetLife Trust Company 1997 - 2002
PNC Wealth Management 1993 - 1997
Merrill Lynch Trust Company 1991 - 1993
Bank of New York Mellon 1989 - 1991
Skills
Investments, Fiduciary Services, Trust Services, Wealth Management..., High Net Worth..., Team Building, Asset Management, New Business Development, Compliance, Trust Management, CTFA
Education
The George Washington University 1984 — 1988
DB Strategic Partners, LLC January 2015 - Present
ExpeditionLife.org January 2015 - June 2015
BNY Mellon February 2011 - June 2014
Bank of New York Mellon January 2008 - February 2011
Bank of New York Mellon October 1999 - January 2008
The Northern Trust Company July 1996 - October 1999
Corestates March 1996 - June 1997
CoreStates Financial Corporation June 1991 - June 1996
The College of New Jersey May 1989 - May 1991
Skills
Cash Management, Risk Management, Financial Analysis, Credit, Customer Relations, Business Relationship..., New Business Development, Product Development, Innovation Management, Change Management, Team Leadership, Business Planning, Portfolio Management, Business Development, Strategic Planning, Customer Service, Cross-functional Team..., Strategy, Management, Commercial Banking, Negotiation, Market Research, Investments, Financial Services, Training, Sales, Process Improvement, Mutual Funds, Mergers & Acquisitions, Asset Managment, Business Analysis, Securities, Vendor Management, Financial Modeling, Marketing, Corporate Finance, Treasury Management, Relationship Management, Banking, Business Process..., Business Strategy, Capital Markets, Selling, Executive Management, Entrepreneurship, Finance, Outsourcing, Fixed Income
Education
The College of New Jersey 1987 — 1991
BS, Finance
FNIS August 2001 - Present
Fiserv June 1999 - August 2001
Kirchman Corporation July 1998 - September 1999
Bank of New York Mellon December 1997 - June 1998
Skills
Client Issue Resolution, Business Analysis, SDLC
Education
State University of New York College at Geneseo 1993 — 1996
B.A., Mathematics
Bank of New York Mellon July 2007 - December 2008
Mellon Financial January 2002 - June 2007
PricewaterhouseCoopers July 1998 - December 2001
Coopers & Lybrand October 1991 - June 1998
Education
The Ohio State University 1985 — 1990
Bank of New York Mellon July 2007 - Present
JPMorgan Chase August 2000 - October 2006
Education
Texas A&M University 1976 — 1980
Aberdeen Asset Management October 2013 - March 2014
United States Department of Treasury March 2013 - October 2013
State Street Bank and Trust Company July 2012 - January 2013
Bank of New York Mellon October 2007 - January 2012
Bank of New York Mellon October 2007 - January 2012
Delaware Investments July 2001 - October 2007
Skills
Finance, Financial Reporting, Accounting, Account Reconciliation, Risk Management, Auditing, Securities, Derivatives, General Ledger, Accounts Payable, Mutual Funds, Internal Audit, Corporate Finance, Variance Analysis, Tax, Financial Statements, Financial Services, Portfolio Management, Financial Analysis, Fund Accounting, Fixed Income, Cash Management, Analysis, GAAP, Fixed Assets, Financial Modeling, Financial Accounting, Bank Reconciliation, Cash Flow, Strategic Financial..., Journal Entries, Trading, Fund Administration, Credit, Due Diligence, Accruals, Cash Flow Forecasting, Bloomberg, Hedge Funds, Investments, Treasury, Equities, Middle Office, Bonds, Asset Management, FX Options, Back Office, Accounts Receivable, Forecasting, Corporate Actions
Education
Temple University - Fox School of Business and Management 1996 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
BNY Mellon September 2013 - Present
Bank of New York Mellon June 2010 - September 2013
The Bank of New York Mellon August 2008 - June 2010
Active Spectrum May 2006 - August 2008
Freddie Mac May 2007 - August 2007
Council of Institutional Investors June 2006 - August 2006
Skills
Nonprofits, Financial Services, Bloomberg, Wealth Management, Corporate Finance, Finance, Financial Analysis
Education
The George Washington University 2004 — 2008
BS, Economics, French Language and Literature
Bank of New York Mellon September 2010 - Present
Bank Of New York Mellon October 2004 - September 2010
Skills
Securities, Mutual Funds, Fixed Income, Financial Services, Bloomberg, Corporate Actions, Equities, Middle Office, Back Office, Bonds, Asset Management, Banking, Financial Analysis, Hedge Funds, Investments, Risk Management
Education
Suffolk University 1991 — 1995
Bank of New York Mellon December 2006 - Present
Education
Temple University 2002 — 2006
BBA, Accounting
Temple University - Fox School of Business and Management 2002 — 2006
BNY Mellon Wealth Management July 2013 - Present
Bank of New York Mellon May 2010 - June 2013
Bank of New York Mellon June 2009 - May 2010
Fairtronix June 2007 - July 2009
JB Hamlin Co. 2004 - 2007
Skills
Bloomberg, Mutual Funds, Asset Managment, Wealth Management, Securities, Fixed Income, Estate Planning, Asset Management, Relationship Management, Wealth Management..., Investment Management, Private Banking, Wealth, Portfolio Management, Asset Allocation, Manage Client..., Sales, Investments
Education
The Ohio State University 2003 — 2007
Bachelor, Sociology
St. Charles Preparatory School 1999 — 2003
JPMorgan Chase & Co. August 2013 - Present
Raytheon June 2012 - August 2012
WPP December 2010 - August 2011
Samsung America Inc May 2008 - November 2010
Bank of New York Mellon January 2008 - May 2008
Banco Popular June 2007 - December 2007
Smith Barney September 2006 - December 2006
Skills
Financial Modeling, Financial Analysis, Finance, Corporate Finance, Accounting, Strategic Financial..., Valuation, Analysis, Financial Reporting, Business Strategy, Forecasting, Financial Accounting, Due Diligence, Mergers & Acquisitions, Data Analysis, Sarbanes-Oxley Act, Competitive Analysis, SAP, Spanish
Education
The University of Chicago Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Accounting, Strategic Mgmt, Entrepreneurship
The Johns Hopkins University 2003 — 2007
Bachelor of Arts (B.A.)
APS 1999 — 2003
High School
Cupeyville
Elementary
CareGroup Inc. August 2014 - Present
BNY Mellon January 2012 - August 2014
Bank of New York Mellon June 2009 - December 2011
Bank of New York Mellon May 2008 - June 2009
Robert Half Finance & Accounting September 2007 - May 2008
Skills
Financial Reporting, Accounting, Financial Planning, Excel, Client Service, Performance Measurement, Performance Attribution, Data Reconciliation, Tax, Finance, Microsoft Excel, Microsoft Word, Microsoft Office, Windows, PowerPoint, Budgets, Works well in a team, Individual Work, Motivated self-starter, Financial Analysis
Education
Suffolk University - Sawyer School of Management 2004 — 2008
Bachelor of Science in Business Administration, Finance
Bank of New York Mellon Senior Associate/RMBNY MellonNovember 2007 - Present
JPMorgan Chase 1993 - 2006
Barclays Bank PLC February 1989 - March 1993
Skills
Securities, Structured Finance, Fixed Income, Capital Markets, Derivatives, Bonds, Investment Banking, Investments, Asset Management, Hedge Funds, Banking, Alternative Investments, Portfolio Management
Education
New School University
GE April 2013 - Present
Credit Suisse April 2011 - April 2013
Royal Bank of Scotland March 2010 - December 2010
Bank of New York Mellon January 2009 - March 2010
Fannie Mae August 2005 - December 2008
Education
The University of Connecticut School of Business 2009 — 2010
MBA, Finance
University of Colorado at Boulder 2003 — 2005
Master of Science (MS), Electrical Engineeting
University of Connecticut
Citi June 2008 - Present
Bank of New York Mellon August 2005 - June 2008
UBS Wealth Management August 1999 - August 2005
Brown Brother Harriman January 1999 - August 1999
Skills
Data Warehousing, SDLC, Business Analysis, Visio, Data Modeling, DB2, Business Intelligence, IT Strategy, SQL, Business Process..., ETL, Agile Methodologies, Systems Analysis, Databases, User Acceptance Testing, Requirements Analysis, Requirements Gathering, Business Requirements, Software Project..., Database Design, Enterprise Architecture, Data Analysis, Data Migration, Oracle, Project Management, Data Architecture, COBOL, Integration, SharePoint, Sybase, Disaster Recovery, IT Management, Software Development, Vendor Management, Unix, PL/SQL, PMO, Erwin
Education
Stevens Institute of Technology 2000 — 2003
M.S. awarded May 2003, Information System Management
Rutgers, The State University, NJ 1995 — 1998
Bachelor of Arts(B.A.), Computer Science
Bank of New York Mellon ManagerBisys2000 - 2006
Citi Private Equity Services, Inc. (Formally BISYS Private Equity Services, Inc.) 2000 - 2006
Rothstein Kass 2000 - 2004
Education
Stockton University 1995 — 2000
Nature Sunshine Products Inc. April 2012 - Present
Bank of New York Mellon October 2008 - Present
Visa Inc. 2010 - 2011
Herbalife 2007 - 2009
Johnson & Johnson 2004 - 2007
Kodak 2001 - 2004
PepsiCo 2000 - 2001
Procter & Gamble January 1984 - July 2000
Skills
Business Strategy, Marketing Strategy, Brand Management, Marketing, Management, Entrepreneurship, Leadership, Customer Insight, Strategic Planning, Business Development, Marketing Management, Global Marketing, Product Marketing, Cross-functional Team..., Competitive Analysis, Team Building, FMCG, Strategy, Segmentation, Business Planning, Project Planning, P&L Management, Market Research, Strategic Partnerships, Market Planning, Product Management, Marketing Research, Integrated Marketing, Brand Development, Direct Marketing, Start-ups, Marketing Communications, Digital Marketing, E-commerce, Product Launch, International Business, Product Development, Online Marketing, Strategic Thinking, Pricing, New Business Development, Analytics, Public Relations
Education
Tecnológico de Monterrey 1981 — 1984
Bachelor, Marketing and Business Management
Microsoft November 2011 - Present
Epic June 2009 - October 2011
Bank of New York Mellon May 2008 - April 2009
Skills
Object Oriented Design, C#, Algorithm Analysis, C++, XML, Visual Studio, .NET, Requirements Analysis, VB.NET, Software Engineering, Test Automation, Algorithms, Programming, Software Development
Education
Syracuse University 2007 — 2009
MS, Computer Science
Thadomal Shahani Engg. College 2002 — 2006
B.E, Information Technology
Koerner Management Group February 2008 - June 2012
The Women's May 2009 - July 2010
Coprodeli USA September 2009 - December 2009
Market Source October 2006 - February 2007
Bank of NewYork June 2006 - February 2007
Bank of New York Mellon 2006 - 2007
Sypsa Group October 1997 - July 2002
IBM partnerin October 1997 - July 2002
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Market Research, Securities, Hedge Funds, Mutual Funds, Financial Services, Access, Training
Education
Strayer University 2007 — 2010
Masters, Professional Accounting; Information Technology
Utica College of Syracuse University 2005 — 2005
Bachelor of Science, Management; Finance2005
Bank of New York Mellon March 1997 - Present
Dreyfus July 1994 - March 1997
Dreyfus November 1985 - July 1994
Skills
Investments, Project Management, Securities, Management, Auditing, Fund Accounting, Accounting, Access, Risk Management, Account Reconciliation, Portfolio Management, Forecasting
Education
Stockton University 1981 — 1985
BS, Accounting
Bank of New York Mellon July 2008 - Present
Credit Suisse April 2002 - July 2008
PriceWaterhouseCoopers 1998 - 2002
Bankers Trust March 1997 - October 1998
The Chase Manhattan Bank March 1988 - November 1997
Education
Stockton University 1982 — 1987
Bank of New York Mellon 2010 - Present
Albridge, an Affiliate of Pershing, A BNY Mellon Company 2010 - Present
PNC Financial Services Group 2008 - Present
PNC Financial Services Group/Albridge 2008 - Present
Albridge Solutions January 2006 - Present
Albridge, an Affiliate of Pershing 2006 - Present
Genomics Institute of the Novartis Research Foundation 2003 - 2005
Education
The University of Stirling 1978 — 1981
Batchelor of Science, Compuer Science
Bank of New York Mellon August 2008 - Present
Skills
Corporate Actions, Bloomberg, Fund Administration, Fund Accounting, Hedge Funds, Fund Of Funds, Alternative Investments, Bloomberg Terminal, Global Custody, Middle Office, Mutual Funds, Securities, Swaps, Fixed Income
Education
Stony Brook University 1998 — 2002
Shale-Inland November 2014 - Present
Thermo Fisher Scientific August 2011 - November 2014
Bank of New York Mellon March 2007 - August 2011
Aegis Mortgage Corporation 2005 - 2007
Countrywide January 2002 - July 2005
Skills
Financial Analysis, Cash Management, Financial Modeling, Accounting, Investments, Banking, Portfolio Management, Risk Management, Asset Managment, Financial Reporting, Cash Flow, Outlook, Corporate Finance, Budgets, Asset Management, Account Reconciliation, Analysis, Microsoft Excel, Forecasting, Finance, Access, Auditing, PowerPoint, Management, Leadership, Process Improvement, Business Analysis, Customer Service, Strategic Planning, Team Building, Financial Services, Variance Analysis, Credit, Sales, Project Management, Public Speaking, Budgeting, Data Analysis, Capital Markets, Executive Management, Marketing, Financial Statements, Equities, Financial Forecasting, Valuation, Hyperion, Business Strategy, Sarbanes-Oxley Act, Business Process..., Strategy
Education
Texas Woman's University 2008 — 2010
Masters, MBA
University of California, Riverside 1993 — 1997
Bachelor of Science (BS), Accounting and Finance
J.P. Morgan Chase April 2013 - Present
Bank of New York Mellon August 2000 - April 2013
Education
State University of New York at Oswego 1988 — 1992
Bachelor's degree, Computer Science and Mathematical Economics
Murex June 2011 - Present
Bank of New York Mellon February 2007 - September 2010
American Express April 2005 - March 2007
Deutsche Bank September 2001 - April 2003
Deutsche Bank 1995 - 2003
Bankers Trust 1997 - 2002
Bankers Trust June 1998 - August 2000
Republic Bank May 1995 - September 1997
SWIFT November 1991 - March 1995
Skills
Integration, SDLC, Unix, Disaster Recovery, SWIFT payments, Security, Testing, Software Documentation, SWIFT messaging, Quality Assurance, Payments, Banking, AIX, Networking, Linux, PMP, COBOL, Java, Windows, Project Planning, PMO, SWIFT Payments, IBM AIX
Education
Stevens Institute of Technology 1983 — 1987
Bachelor's of Science, Systems Planning and Management
Stevens Institute of Technology 1983 — 1987
BS, Systems Planning and Management
McGraw-Hill Education June 2013 - Present
Citi - Transaction Services July 2011 - June 2013
Citi - Corporate Technology Infrastructure March 2009 - July 2011
Morgan Stanley January 2007 - March 2009
Citigroup - Global Consumer Bank January 2003 - December 2006
Citicorp Investment Services September 1999 - December 2002
Analysts International September 1997 - August 1999
Bank of New York Mellon January 1997 - August 1997
Mitsui OSK Lines July 1991 - August 1996
Skills
Architecture, Engineering, Project Management, IT Management, Databases, Trading, Enterprise Architecture, Java, PL/SQL, SQL, Enterprise Software, Agile Methodologies, Security, Integration, SDLC, Solaris, Data Warehousing, Program Management, Software Development, SOA, IT Strategy, Software Project..., Infrastructure, Oracle, Trading Systems, Business Intelligence, Business Process, Data Migration, Disaster Recovery, Data Center, ITIL, Management, Performance Tuning, Series 7, Lean Management, PMO, Vendor Management, Business Analysis, IT Service Management, Project Portfolio..., PMP, Business Continuity, System Administration, IIS, CRM, Information Technology, Analysis, Solution Architecture, Service Delivery, Microsoft SQL Server
Education
Stevens Institute of Technology 2007 — 2009
Master’s Degree, Information Management, GPA 4.0/4.0
State University of New York at Stony Brook 1986 — 1990
Bachelor’s Degree, Engineering
Cresskill High School 1983 — 1986
High School
Bank of New York Mellon December 2002 - Present
Bankers Trust / Deutsche Bank 1986 - 2002
Skills
Fixed Income, Asset Managment, Hedge Funds, Securities, Equities, Managerial Finance, Investment Banking, Capital Markets, Financial Analysis, Product Control, Derivatives, Banking, Corporate Finance, Financial Modeling, Portfolio Management, Asset Management, Financial Services
Education
New York University - Leonard N. Stern School of Business
The Johns Hopkins University
Bank of New York Mellon June 2009 - Present
Bank of America / Merrill Lynch & Co., Inc September 2008 - June 2009
Merrill Lynch December 2004 - September 2008
Merrill Lynch December 2002 - December 2004
Merrill Lynch January 2001 - December 2002
Merrill Lynch January 2000 - January 2001
Merrill Lynch January 1998 - January 2000
Merrill Lynch January 1994 - January 1998
Merrill Lynch January 1992 - January 1994
Merrill Lynch January 1988 - January 1992
Education
Saint Peter's College
Masters of Business Administration, Management
Susquehanna University
Bachelor of Science, Marketing
Bank of New York Mellon June 2002 - November 2007
J.P. Morgan 1994 - 2002
J. P. Morgan Chase 1980 - 2002
JP Morgan Chase Bank NA 1995 - 2001
Skills
Investment Banking, Derivatives, Investments, Trading, Private Equity, Portfolio Management, Capital Markets, Options, Fixed Income, Valuation, Interest Rate..., Mergers, Venture Capital, Equities
Education
University of Rochester - Simon Business School 1987 — 1989
MBA, Finance
Tulane University 1976 — 1980
BA, Economics
The London School of Economics and Political Science (LSE) 1978 — 1979
General Course, Economics
BNY Mellon May 2015 - Present
BNY Mellon May 2014 - May 2015
BNY Mellon March 2014 - May 2014
BNY Mellon October 2012 - April 2014
Bank of New York Mellon January 2011 - October 2012
Skills
Financial Analysis, Marketing, Marketing Strategy, Leadership, Advertising, Microsoft Excel, PowerPoint, Forecasting, Microsoft Office, Microsoft Word, Outlook, Data Analysis, Process Improvement, Customer Service, Market Research, Management, Auditing, Securities, Investments, Portfolio Management, Insurance, Access, Finance, Risk Management, Mutual Funds, Financial Reporting
Education
The University of Connecticut School of Business 2005 — 2009
Bachelor of Science in Business Administration, Finance
University of Connecticut 2005 — 2009
Bachelor of Science in Business Administration, Finance
CIMBA Undergraduate, Spring 2008 2008 — 2008
International Business
University of Pittsburgh President and CEOCommunity College of Allegheny CountyAugust 2003 - July 2007
Bank of New York Mellon April 1995 - July 2003
First National Bank of Boston 1978 - 1994
Education
The University of Texas at Austin 1968 — 1970
Ph.D., Latin American History
MMIT Network May 2014 - Present
Precision Castparts November 2012 - May 2014
Bank of New York Mellon June 2007 - November 2012
Skills
SSIS, SSRS, VB.NET, Microsoft SQL Server, SDLC, C#, jQuery, JavaScript, AJAX, WCF, ASP, ASP.NET, Entity Framework, REST, Database Design, T-SQL, .NET
Education
The University of Texas at Arlington 2002 — 2004
Computer Science and Engineering
University of Texas at arlington 2002 — 2004
Master's degree, Computer Science and Engineering
Optimal Blue September 2014 - Present
J.P. Morgan April 2013 - August 2014
J.P. Morgan July 2011 - April 2013
J.P. Morgan April 2010 - July 2011
J.P. Morgan November 2007 - April 2010
Bank of New York Mellon July 2006 - November 2007
Skills
Financial Analysis, Process Improvement, Financial Reporting, Risk Management, Process Optimization, Forecasting, Microsoft Excel, Finance, Analysis, Excel, Lean Operations, Lean Tools, Six Sigma, KPI implementation, Sarbanes-Oxley, Problem Solving, Change Management, Opera, Business Process Design, Talent Management, Executive Presentations, Six Thinking Hats, Metric Development, Microsoft Office, Microsoft SQL Server, Client Billing, Billing Services, Billing Solutions, Creative Problem Solving, Global Operations, Financial Modeling, Financial Services, Management, Business Analysis
Education
Texas Tech University - Rawls College of Business 2002 — 2006
Bachelors of Business Adminstration
BNY Mellon Department HeadThe Bank of New York Mellon2008 - Present
Bank of New York Mellon 1981 - Present
Education
State University of New York College at Brockport 1977 — 1980
BS, Business
Bifuteki.com January 2008 - Present
Apple Inc. September 2011 - February 2012
Bank of New York Mellon December 2008 - February 2011
Saint Vincent Catholic Medical Centers March 2007 - June 2008
Bear Stearns August 2004 - October 2006
Design Strategy Corporation August 2004 - October 2006
Skills
Active Directory, Blackberry, Computer Hardware, Blackberry Enterprise..., Laptops, Microsoft Excel, Microsoft Office, OS X, Security, Servers, Social Networking, VPN, Windows Server, Technical Support, Customer Service, Hardware, Routers, Social Media, Software Installation
Education
State University of New York Empire State College 2007 — 2010
Computer Science
Bank of New York Mellon Assistant managerAbercrombie & FitchAugust 2004 - June 2005
Advance Auto Parts 2004 - 2004
Education
State University of New York College at Oswego
JPMorgan Chase June 1986 - June 2007
Indiana University January 1984 - January 1985
Bank of New York Mellon January 1983 - January 1984
Morgan Guaranty Trust Company January 1979 - January 1983
Education
NYU School of Professional Studies 2010 — 2011
Java Programming Certificate
John Dewey High School
State University of New York at Stony Brook
BA, English Literature
University of Utah
TMG Health December 2011 - Present
Prudential Financial March 2011 - June 2011
Bank of New York Mellon September 2004 - January 2009
BNYMellon 2004 - 2009
State Street Bank August 2002 - September 2004
The Walsh Associates 2002 - 2004
Deutsche Asset Management March 2000 - July 2001
Bankers Trust July 1981 - July 2001
Deutsche Bank 2000 - 2001
Skills
Vendor Management, Risk Management, Change Management, Visio, Software Development, SQL, Process Improvement, Business Analysis, Oracle, SDLC, Management, Quality Assurance, Equities, User Acceptance Testing, Integration, Fixed Income, Databases, Securities, Derivatives, Access
Education
Saint John's University 1984 — 1986
Business Management
Suffolk County Community College 1977 — 1980
AAS, Accounting
Manning & Napier Advisors November 2010 - Present
Bank of New York Mellon March 2008 - March 2010
Ameriprise Financial July 2007 - December 2007
Education
State University of New York College at Brockport 2004 — 2007
Bachelor of Science, Finance
Target September 2011 - Present
SUNY Oswego Civic Engagement January 2010 - May 2011
SUNY Oswego Enactus (SIFE) August 2006 - May 2011
Bank of New York Mellon May 2010 - August 2010
Northwestern Mutual May 2008 - August 2009
Skills
Public Speaking, PowerPoint, Operations Management, Supply Chain, Team Leadership, Talent Management, Leadership Development, Development Coaching, Critical Thinking, Problem Solving, Community Outreach, Event Management
Education
State University of New York at Oswego 2009 — 2011
MBA, Management
State University of New York at Oswego 2005 — 2009
BS, Finance
The Bank of New York Mellon June 2009 - Present
Bank of New York Mellon October 2008 - June 2009
The Bank of New York Mellon July 2007 - September 2008
The Bank of New York January 1997 - July 2007
Skills
VSAM, CICS, SDLC, Securities, Financial Services, Integration
Education
The College of New Rochelle
BA, Mathematics
Eastern Bank September 2012 - Present
Bank of New York Mellon January 1994 - October 2009
Skills
Global Custody, Securities, Corporate Actions, Fixed Income, Equities, Asset Managment, Back Office, Banking, Financial Services, FX Options, Mutual Funds, Fund Accounting, SWIFT payments, Capital Markets, Settlement, Portfolio Management, Relationship Management, Investments, Risk Management, Financial Risk
Education
Suffolk University
Wells Fargo June 2013 - Present
Bank of New York Mellon January 2012 - Present
Mergis Group June 2013 - April 2014
Volt Solutions/ Bank of New York Mellon June 2013 - April 2014
American Stock Transfer/Equity Plan Solutions January 2006 - January 2009
JPM MORGAN CHASE BANK January 2005 - January 2006
DEUTSCHE ASSET MANAGEMENT January 2002 - January 2004
JANNEY, MONTGOMERY, SCOTT January 1997 - January 2002
Skills
Fixed Income, Bonds, Securities, Spreadsheets, Excel, Accounting, Bloomberg, Settlements, Balance, Trading Systems, Euroclear, Equities, Reconciliation, Mutual Funds, Trading, Outlook, Banking, Lotus Notes, Reconciliations, Finance
Education
Temple University
BA Degree, Liberal Arts
Temple University
BA Degree, Liberal Arts
Temple University
BA, Liberal Arts
Bank of New York Mellon October 2006 - Present
JPMorgan Chase November 2003 - October 2006
Bank One November 2002 - November 2003
Search Capital Group 1994 - 1999
Education
The University of Texas at Arlington
BBA, Economics
Arlington High School
Webster Bank May 2015 - Present
Capital One Bank April 2009 - October 2013
JP Morgan Chase 2007 - 2009
Bank of New York Mellon 2001 - 2007
Bank of New York 2001 - 2007
European American Bank 1983 - 2001
Skills
Credit, Banking, Relationship Management, Portfolio Management, Financial Services, Commercial Banking, Sales, Retail Banking, Consumer Lending, Small Business Lending, Management, Product Management, Credit Cards, Commercial Lending, Cross Selling, Credit Risk, Loans, Mortgage Banking, Deposits, Branch Management
Education
Stony Brook University 1976 — 1980
BA, Psychology
Consumer Bankers Association
MSRB September 2011 - Present
MSRB June 2009 - Present
American Chemical Society February 2008 - June 2009
Bank of New York Mellon October 2006 - February 2008
JP Morgan Chase Bank November 2004 - October 2006
Skills
Agile Methodologies, SQL, Microsoft SQL Server, Oracle, SDLC, Database Design, SharePoint, Scrum, Databases, XML, Agile Project Management, Integration, Business Analysis, CSS, Java, SOA, Software Project..., HTML, C#, JavaScript, Web Services, .NET
Education
University of Illinois at Urbana-Champaign
Master of Science (MS), Computer Science
State University of New York Institute of Technology at Utica/Rome
Computer Science
The Peavy Group July 2013 - Present
Collabera/Accenture@Chevron March 2012 - October 2012
ICON Consultants @ Waste Management September 2010 - February 2012
InDyne February 2009 - July 2010
Bank of New York Mellon October 2006 - December 2008
JP Morgan Chase September 1997 - September 2006
Automated Sciences Group 1985 - 1990
Skills
Testing, Test Management, CMMI, Test Execution, SQL Server, SOX, Quality Assurance, Quality Center, Microsoft SQL Server, Business Analysis, Software Quality..., Metrics, Test Planning, Software Documentation, SDLC, Sarbanes-Oxley Act, User Acceptance Testing
Education
The University of Texas at Austin 1964 — 1968
BA, Mathematics
Bassett October 2013 - Present
Project Leader/Programmer March 2013 - September 2013
Bank of New York Mellon March 2000 - March 2013
Health Systems Architects for BCBCUW March 1989 - March 2000
Cluett Peabody May 1986 - March 1989
Finserv computer 1981 - 1986
Skills
SharePoint, SQL, Microsoft Excel, DB2, Testing, Software Documentation, Requirements Analysis, COBOL, Access, Process Improvement, Program Management, Analysis, JCL, Requirements Gathering
Education
State University of New York at Oswego 1978 — 1980
Bachelor of Arts (B.A.), Computer Science
State University of New York College of Agriculture and Technology at Cobleskill 1976 — 1978
Associate of Arts and Sciences (AAS), Data Processing
Mediabistro May 2014 - Present
Trish McEvoy cosmetics September 2013 - May 2014
Stony Brook University September 2011 - May 2013
Online Realty of Boston April 2001 - September 2012
(confidential client) May 2011 - June 2011
Amicus Creative August 2009 - January 2010
Bank of New York Mellon April 2007 - January 2009
Foodline.com July 2000 - October 2000
Microscript, Inc November 1996 - November 1998
Skills
Integration, Databases, User Interface Design, C#, Software Development, Visual Studio, Microsoft SQL Server, .NET, Computer Science, C++, SQL, JavaScript, Eclipse, Java, Software Engineering, Unix, Windows, Linux, Agile Methodologies, University Teaching, Computational Geometry, Computer Vision, Analysis, PHP, Creative Coding, Creative Problem Solving, Database Modeling, QA Engineering, MySQL, REST, Web Services, Access, XML, Programming, Web Development, Algorithms, C, Visual Basic, HTML, IIS, VB.NET
Education
State University of New York at Stony Brook 2011 — 2013
Masters of Science, Computer Science
Saint John's University 2009 — 2011
Bachelor of Science, Computer Science
The University of Connecticut 1989 — 1993
60 credits, Computer Science and Electrical Engineering
Ridgewood High School 1985 — 1987
High school
BNY Mellon May 2014 - Present
BNY Mellon November 1988 - April 2014
Bank of New York Mellon November 1999 - November 2008
Bank of New York Mellon November 1988 - November 2008
Skills
Risk Management, Operational Risk..., Banking, Financial Services, AML, OFAC, Financial Risk, Operational Risk, Securities, Enterprise Risk..., Credit, Payments, Cash Management
Education
SUNY Polytechnic Institute 1981 — 1983
BPS, Business
GoldenSource March 2002 - August 2009
CIBC April 2000 - December 2001
Bank of New York Mellon April 1999 - April 2000
FTI 1994 - 2000
Financial Technologies November 1994 - April 1999
Education
The Juilliard School 1975 — 1978
Master, Music, Applied Trombone
Bank of New York Mellon March 2007 - Present
Commercial Repair Service August 2005 - November 2006
TMP Worldwide Advertising October 1997 - September 1999
Education
Tarrant County College 1989 — 1996
Business Administration
Hudson Group July 2013 - Present
The Home Depot March 2010 - Present
Consumer Education Services, Inc August 2007 - November 2010
Macy's November 2004 - February 2007
Bank of New York Mellon October 2000 - October 2005
Skills
Customer Service
Education
State University of New York College at Oswego 1995 — 1999
Bachelor of Arts, English: Literary and Intrepretive Studies
Bank of New York Mellon December 2008 - Present
Bank of New York Mellon February 2007 - December 2008
Education
Stephen F. Austin State University 2003 — 2005
BBA, Finance
Bank of New York Mellon July 2007 - Present
JPMorgan Chase 2000 - 2005
Education
Texas A&M University 1976 — 1980
BBA, Business with Statistics Minor
Bank of New York Mellon December 2010 - Present
Strayer University January 2007 - Present
Penn Mutual December 2006 - 2009
University of Delaware August 2005 - May 2006
MBNA June 2005 - May 2006
Countrywide January 2004 - July 2004
University of Texas at Dallas August 2001 - August 2003
University of Texas Health Science Center at San Antonio April 2001 - August 2001
BHP Billiton June 1999 - August 1999
Intermediate Technology Zimbabwe June 1998 - August 1998
Skills
Financial Risk, Enterprise Risk..., Governance, Risk Management, Internal Controls, Risk Assessment, Project Management, Financial Analysis, Business Analysis, Management Consulting, Analysis, Economics, Banking, Financial Services, Sarbanes-Oxley Act, Operational Risk..., Strategy, Mergers & Acquisitions, Business Process..., Statistics, Finance, Data Analysis, Analytics, Fraud, Econometrics, Process Improvement, Strategic Planning, Non-profit Volunteering, Volunteer Management, Controls testing, IT Risk Management, COBIT, CISM, Green Belt Six Sigma, Yellow Belt Six Sigma, Controls Asssessments
Education
Villanova University 2008 — 2008
Green Belt Six Sigma
University of Delaware 2004 — 2006
ABD, Economics
The University of Texas at Dallas 2001 — 2003
MSc., Applied Economics
The University of British Columbia 1997 — 2001
BSc., Geology
SSG, Ltd. May 2011 - August 2012
Penson Financial Services May 2010 - May 2011
Fiserv Investment Services January 2008 - January 2010
Bank of New York Mellon October 2006 - December 2007
JP Morgan Chase May 2002 - September 2006
Citizens Communications September 1998 - November 2001
Skills
Vendor Management, Visio, Project Management, Process Improvement, SDLC, Program Management, Business Analysis, Information Technology, Change Management, Software Project..., Recruiting, Leadership, Telecommunications, Talent Acquisition, CRM
Education
The University of Dallas 2000 — 2001
MM, Telecommunications
Texas A&M University-Commerce 1995 — 1996
MBA, Internationl Business
Stephen F. Austin State University 1989 — 1993
BBA, Management
Mohawk Valley EDGE January 2015 - Present
Mohawk Valley EDGE February 2013 - January 2015
DFAS November 2011 - February 2013
Bank of New York Mellon March 2011 - November 2011
Bank of New York Mellon January 2010 - March 2011
Hannaford Bros. Co. April 2001 - April 2010
Skills
Access, Customer Service, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, PowerPoint, Data Entry, Time Management, QuickBooks, Accounting, Accounts Payable
Education
State University of New York Institute of Technology at Utica/Rome 2008 — 2010
Master of Science (MS), Accountancy
SUNY Oneonta 2005 — 2007
Bachelor of Science (BS), Business Economics
Arena Energy October 2012 - Present
The Situs Companies February 2011 - 2012
Bank of New York Mellon August 2009 - October 2011
Skills
Portfolio Management, Financial Reporting, Financial Analysis, Finance, Financial Modeling, Asset Managment, Investments, Microsoft Excel, Valuation, Risk Management, Data Analysis, Analysis, Banking, Microsoft Office, Market Research, Real Estate, Equities, Loans, Cash Flow, Asset Allocation, Account Reconciliation, Cash Management, Financial Statements
Education
Texas State University 2004 — 2009
B.A., Finance
Paychex December 2012 - Present
Paychex December 2009 - December 2012
SUNY Brockport August 2007 - December 2008
Bank of New York Mellon June 2008 - August 2008
Skills
Object Oriented..., Agile Development, SCRUM Development, Waterfall Development, Database Design, Automated Testing, Test Driven Development, Web Programming, Web Services, Scripting, Java, SQL, PL/SQL, HTML, JavaScript, XML, Shell Scripting, Eclipse, ANT, SoapUI, JUnit, Salesforce.com, Microsoft Office, Windows, Unix, Linux, Oracle Database, Weblogic Servers
Education
State University of New York College at Brockport 2006 — 2008
Bachelors, Computer Science
POMCO Group January 2012 - Present
SUNY Upstate Medical University July 2010 - January 2012
Bank of New York Mellon January 2006 - July 2010
SUNY Upstate Medical University August 2005 - January 2006
Health Care Data Systems July 1998 - August 2005
Skills
Healthcare Information..., Business Analysis, Visio, Process Improvement, Software Documentation, Project Management, Healthcare, HIPAA, Customer Service, Integration
Education
State University of New York College at Oswego 1986 — 1990
BA, Psychology and Public Justice
Initiative February 2014 - Present
NewYork-Presbyterian/Weill Cornell Medical Center Department of Surgery September 2013 - December 2014
Newhouse School, Syracuse University July 2013 - April 2014
SheSpeaks Inc. December 2013 - February 2014
CourseWorld September 2013 - December 2013
New Media Management Capstone, Syracuse University May 2013 - June 2013
Marketing Course, Syracuse University September 2012 - December 2012
Content Management Course, Syracuse University September 2012 - December 2012
Bank of New York Mellon June 2008 - June 2012
University of Massachusetts Amherst September 2006 - December 2006
Skills
Social Media, Marketing, Microsoft Office, Research, Data Analysis, Market Research, Digital Marketing, Financial Analysis, Event Planning, Marketing Strategy, Social Media Marketing, Outlook, Social Networking, Management, Financial Modeling, Content Strategy, Sysomos, Basecamp, Email Marketing, Word Of Mouth Marketing, MediaBank
Education
Syracuse University 2012 — 2013
Master's Degree, New Media Management
University of Massachusetts, Amherst 2004 — 2008
Bachelor's Degree, Communication, Psychology
Universidad de Granada 2007 — 2007
Bank of New York Mellon
Skills
Financial Services, Banking, PowerPoint, Microsoft Excel, Customer Service
Education
Syracuse University
Bank of New York Mellon March 2011 - June 2011
Bank of New York Mellon 1986 - 2010
Skills
SDLC, Wealth Management, Business Analysis, Banking, Requirements Gathering, Financial Services, Business Requirements, Process Improvement, Business Process..., Vendor Management, Requirements Analysis, Financial Analysis, Risk Management, Financial Modeling, Portfolio Management, Securities, Project Management
Education
Stony Brook University 1982 — 1986
BS, Applied Math/Economics
Sumitomo Trust and Banking 2011 - Present
Bank of New York Mellon 2004 - 2011
Joyo Bank 1990 - 2004
Skills
Bonds
Education
State University of New York College at Oneonta
Bachelors of Science, Economics
SUNY Binghamton 1984 — 1986
Finance
Citi March 2012 - Present
Citi May 2008 - March 2012
Bank of New York Mellon May 2006 - May 2008
BISYS Fund Services May 2005 - May 2006
The Frank Gates Service Company January 2003 - May 2005
Skills
Portfolio Management, Mutual Funds, Investments, Securities, Account Reconciliation, Accounting, Auditing, Fund Accounting, Trading, Financial Statements, New Business Development, Corporate Actions, Financial Analysis
Education
The Ohio State University
Bachelors, Economics
Pinnacle Financial Partners February 2014 - Present
State of Tennessee October 2012 - February 2014
LKQ Corporation February 2011 - October 2012
Kroll Background Screening October 2008 - March 2010
Bank of New York Mellon September 2006 - July 2008
Dell October 2005 - April 2006
Skills
Active Directory, Troubleshooting, VMware, Windows Server, Cisco Technologies, Computer Hardware, Windows 7, VMware ESX, DHCP, Switches, Network Administration, Networking, CCNA, Servers, Virtualization, Routers, WAN, VPN, HSRP, Spanning Tree, LACP, EIGRP, DMVPN, Hardware, OSPF, BGP, Core Switching, Enterprise Switching, IPv4, TACACS+, DNS, QoS, Cisco Routers, Cisco IOS, Network Engineering, Cisco Call Manager, Disaster Recovery, Network Security, Data Center, TCP/IP, System Administration, Technical Support, Security, Information Technology, Firewalls, Process Improvement, Vendor Management
Education
2003 - 2004Volunteer State Community College 2003 — 2004
General Studies; Engineering / Civil
Tennessee Technological University 2001 — 2002
General Studies/Gen. Engineering
Bank of New York Mellon August 2011 - December 2011
Skills
SQL, Java, C++, C, HTML, XML, JavaScript, .NET, PL/SQL, MySQL, CSS, PHP, Struts, Hibernate, VB.NET
Education
Syracuse University 2010 — 2012
Master of Science (MS), Computer Science
Bank of New York Mellon 2005 - 2010
Pershing 1998 - 2005
Education
Stockton University 1991 — 1996
BA, Psychology
IBEW Local #3 August 2011 - Present
LIPA August 2009 - June 2010
Bank of New York Mellon 2004 - 2007
Skills
Outlook, Scanners, Process Scheduler, PowerPoint, Software Documentation, Troubleshooting, Distribution Center..., Workshop Facilitation, Inventory Management, Printers, XP, Management
Education
SUNY Empire State College 2011 — 2017
Associate's degree, Labor Studies
Briarcliffe Secretarial School
Administrative Assistant and Secretarial Science, General
MFA - Moody, Famiglietti & Andronico January 2013 - Present
Baker & Company, P.C. January 2010 - April 2012
Bank of New York Mellon June 2010 - August 2010
Saugus Federal Credit Union September 2005 - May 2010
Education
Suffolk University 2007 — 2010
Suffolk University
Master of Taxation, Taxation
VNB August 2014 - Present
Bank of New York Mellon August 2011 - August 2014
Merrill Lynch 2010 - 2011
Skills
Finance, Bloomberg, Investments, Financial Analysis, Microsoft Excel, Equities, Securities, Portfolio Management, Hedge Funds, Series 7, Analysis, Fixed Income, Accounting, Access, Relationship Management, Credit Risk, Financial Services, SPSS, Financial Modeling, Bloomberg Terminal, Alternative Investments, Asset Managment, Asset Management, Credit Risk Analysis, Distressed Securities, Bank Debt, Economics
Education
London School of Economics and Political Science, U. of London
Finance
William Paterson University of New Jersey
Economics
William Paterson University of New Jersey
Sociology
HSBC Securities 2000 - April 2011
Bank of New York Mellon 1997 - 2000
The Wiz January 1996 - April 1997
Allied Digital Technologies December 1994 - January 1996
Aetna May 1993 - December 1994
Skills
Bloomberg, Series 7, Structured Products, Derivatives, Fixed Income, Trading, Securities, Mutual Funds, Settlement, Investments, Equities, Bonds
Education
State University of New York College at Oswego 1988 — 1992
Bachelor of Science, Economics and Marketing
NAPS
Comcast March 2015 - May 2015
QuadGen Wireless Solutions September 2011 - February 2015
Bank of New York Mellon July 2010 - September 2011
PNC Global Servicing/ PFPC 2005 - 2010
Skills
Account Reconciliation, Financial Analysis, Financial Reporting, Fund Accounting, Bloomberg, Accounting, Accruals, Auditing, Customer Service, Finance, Financial Accounting, Financial Statements, GAAP, General Ledger, Management, Microsoft Excel, Sarbanes-Oxley Act, US GAAP
Education
Temple University - Fox School of Business and Management 2002 — 2005
BBA, Finance
Bank of New York Mellon June 2004 - April 2011
State Street Corporation March 1998 - November 2003
Chase Manhattan Bank November 1996 - March 1998
Education
State University of New York at Stony Brook 1994 — 1996
Bachelor of Arts, Economics
Saint John's University 1992 — 1994
Associates of Science, Business
Bank of New York Mellon July 2007 - Present
Saks Fifth Avenue November 2005 - November 2006
Bella October 2002 - November 2005
Millennium Management April 2001 - October 2002
Bear Stearns Securities Corp May 1995 - April 2001
Skills
Fixed Income, Hedge Funds, Financial Services, Banking, Bloomberg, Asset Management, Alternative Investments, Financial Markets, Strategic Planning, Structured Finance, AML, Wealth Management, Sales, FX Options, Bonds, Team Building, Customer Service, Financial Analysis, Management
Education
State University of New York at Stony Brook
Bachelor of Arts (B.A.), Psychology
Bank of New York Mellon 2005 - 2010
BNY Mellon 2004 - 2009
Skills
Project Management, COBOLII
Education
SUNY Oswego
Bachelor of Applied Science (B.A.Sc.), Computer Science
Bank of New York Mellon July 2011 - Present
PNC October 2008 - July 2011
First Financial Bank February 2005 - August 2005
Skills
Alternative Investments, Hedge Funds, Financial Reporting, Financial Analysis, Finance, Banking, Financial Services, Wealth Management, Mutual Funds, Portfolio Management
Education
The Ohio State University Fisher College of Business 2005 — 2007
Master's degree, Finance and International Business
University of Ghana 1996 — 1999
Bachelor of Science in Administration, Finance and Financial Management Services